Roth Mkm Increases Travelers Companies (NYSE:TRV) Price Target to $320.00

Travelers Companies (NYSE:TRV) had its target price lifted by stock analysts at Roth Mkm from $300.00 to $320.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the insurance provider’s stock. Roth Mkm’s price objective would suggest a potential upside of 16.31% from the stock’s previous close.

A number of other equities research analysts have also recently commented on the company. Mizuho decreased their price objective on Travelers Companies from $315.00 to $304.00 and set a “neutral” rating for the company in a report on Thursday. Jefferies Financial Group raised shares of Travelers Companies to a “hold” rating in a research report on Tuesday, January 6th. Wells Fargo & Company lowered their price objective on shares of Travelers Companies from $307.00 to $285.00 and set an “equal weight” rating on the stock in a report on Thursday. JPMorgan Chase & Co. lifted their price objective on shares of Travelers Companies from $302.00 to $305.00 and gave the company an “underweight” rating in a report on Wednesday, January 7th. Finally, The Goldman Sachs Group downgraded shares of Travelers Companies from a “buy” rating to a “neutral” rating and set a $304.00 target price for the company. in a research report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $300.94.

Travelers Companies Trading Down 1.2%

Shares of TRV stock traded down $3.36 during trading hours on Friday, hitting $275.12. 350,615 shares of the company were exchanged, compared to its average volume of 1,729,922. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.35 and a current ratio of 0.33. The firm has a market cap of $61.37 billion, a P/E ratio of 10.00, a P/E/G ratio of 2.60 and a beta of 0.52. The company has a 50 day simple moving average of $285.38 and a two-hundred day simple moving average of $275.51. Travelers Companies has a fifty-two week low of $230.43 and a fifty-two week high of $296.85.

Travelers Companies (NYSE:TRV) last released its quarterly earnings data on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.34 by $2.79. Travelers Companies had a net margin of 12.88% and a return on equity of 20.70%. The company had revenue of $12.43 billion for the quarter, compared to analysts’ expectations of $11.13 billion. During the same quarter in the prior year, the firm earned $9.15 EPS. The business’s revenue was up 3.5% on a year-over-year basis. Equities analysts anticipate that Travelers Companies will post 17.02 EPS for the current year.

Travelers Companies announced that its Board of Directors has approved a stock repurchase program on Wednesday, January 21st that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the insurance provider to reacquire up to 8.3% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Insider Activity at Travelers Companies

In other news, CFO Daniel S. Frey sold 25,000 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The shares were sold at an average price of $278.25, for a total transaction of $6,956,250.00. Following the completion of the sale, the chief financial officer owned 26,932 shares in the company, valued at $7,493,829. This trade represents a 48.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Michael Frederick Klein sold 8,572 shares of Travelers Companies stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $270.73, for a total transaction of $2,320,697.56. Following the completion of the sale, the executive vice president directly owned 33,638 shares in the company, valued at $9,106,815.74. This trade represents a 20.31% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 46,295 shares of company stock valued at $13,011,918 over the last quarter. 1.46% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Travelers Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Avalon Trust Co boosted its stake in shares of Travelers Companies by 23.4% in the second quarter. Avalon Trust Co now owns 7,541 shares of the insurance provider’s stock worth $2,018,000 after acquiring an additional 1,429 shares during the period. Liberty One Investment Management LLC grew its holdings in Travelers Companies by 32.3% during the 3rd quarter. Liberty One Investment Management LLC now owns 26,228 shares of the insurance provider’s stock valued at $7,323,000 after buying an additional 6,408 shares in the last quarter. CWM LLC raised its position in shares of Travelers Companies by 11.3% during the third quarter. CWM LLC now owns 135,143 shares of the insurance provider’s stock valued at $37,735,000 after buying an additional 13,758 shares during the last quarter. Nordea Investment Management AB lifted its holdings in shares of Travelers Companies by 1,641.3% in the third quarter. Nordea Investment Management AB now owns 379,480 shares of the insurance provider’s stock worth $105,537,000 after buying an additional 357,687 shares in the last quarter. Finally, Citizens Financial Group Inc. RI boosted its position in shares of Travelers Companies by 21.9% during the third quarter. Citizens Financial Group Inc. RI now owns 45,078 shares of the insurance provider’s stock worth $12,587,000 after acquiring an additional 8,090 shares during the last quarter. Institutional investors own 82.45% of the company’s stock.

Travelers Companies News Summary

Here are the key news stories impacting Travelers Companies this week:

• Positive Sentiment: Q4 beat — TRV reported $11.13 EPS and $12.43B revenue, topping estimates on earnings and showing stronger underwriting, higher net investment income and favorable prior‑year reserve development, which underpins improved profitability. Travelers Stock Rises on Earnings
• Positive Sentiment: $5 billion buyback — The board authorized a $5.0B repurchase program (up to ~8.3% of shares), which is a strong capital return signal and typically supports EPS and the share price. RTT News – Stock Buybacks
• Positive Sentiment: Analyst upgrade/target raise — Keefe, Bruyette & Woods raised its price target to $320 and keeps an “outperform” rating, signaling upside from some sell‑side analysts. KBW Price Target Raise
• Positive Sentiment: Dividend declared — TRV announced a quarterly dividend of $1.10 per share, reinforcing shareholder returns alongside buybacks.
• Neutral Sentiment: 2026 investment income outlook & operations update — Management flagged a $3.3B fixed‑income net investment income outlook for 2026 and discussed AI investments to reshape operations; positive long‑term but adds execution risk as investments ramp. MSN – NII outlook & AI investments
• Neutral Sentiment: Earnings call / transcripts available — Multiple transcripts highlight profitable momentum and underwriting detail; useful for modeling but no new surprise beyond the headline beat. Yahoo – Earnings Call Transcript
• Negative Sentiment: Wells Fargo trimmed its price target to $285 and moved to “equal weight,” reflecting more cautious near‑term expectations and limiting upside from some institutional investors. Wells Fargo PT Cut
• Negative Sentiment: Mizuho lowered its target to $304 and shifted to “neutral,” another sign of mixed analyst views despite the beat. Mizuho PT Cut

About Travelers Companies

The Travelers Companies, Inc (NYSE: TRV) is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.

On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers’ compensation, professional and management liability, surety and inland marine.