Strs Ohio Cuts Stock Position in The Travelers Companies, Inc. $TRV

Strs Ohio trimmed its position in shares of The Travelers Companies, Inc. (NYSE:TRV) by 4.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 64,293 shares of the insurance provider’s stock after selling 2,786 shares during the quarter. Strs Ohio’s holdings in Travelers Companies were worth $17,952,000 at the end of the most recent reporting period.

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

Wall Street Analyst Weigh In

TRV has been the topic of a number of analyst reports. Wells Fargo & Company decreased 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 research report on Thursday. UBS Group upped their price target on Travelers Companies from $284.00 to $287.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Piper Sandler increased their price objective on Travelers Companies from $320.00 to $322.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Jefferies Financial Group raised Travelers Companies to a “hold” rating in a research note on Tuesday, January 6th. Finally, Barclays cut their target price on shares of Travelers Companies from $315.00 to $312.00 and set an “equal weight” rating on the stock in a research note on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Travelers Companies presently has a consensus rating of “Hold” and a consensus target price of $301.20.

Travelers Companies Stock Performance

Shares of Travelers Companies stock opened at $277.62 on Friday. The Travelers Companies, Inc. has a 12 month low of $230.43 and a 12 month high of $296.85. The firm has a market capitalization of $61.93 billion, a P/E ratio of 10.08, a P/E/G ratio of 2.62 and a beta of 0.52. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.28. The business has a fifty day simple moving average of $285.19 and a two-hundred day simple moving average of $275.78.

Travelers Companies (NYSE:TRV) last released its earnings results on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share 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 firm had revenue of $12.43 billion for the quarter, compared to the consensus estimate of $11.13 billion. During the same period in the prior year, the firm earned $9.15 EPS. The company’s revenue was up 3.5% compared to the same quarter last year. On average, equities analysts forecast that The Travelers Companies, Inc. will post 17.02 earnings per share for the current fiscal year.

Travelers Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be paid a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.6%. Travelers Companies’s dividend payout ratio (DPR) is currently 15.98%.

Travelers Companies announced that its Board of Directors has approved a stock buyback plan on Wednesday, January 21st that permits the company to buyback $5.00 billion in outstanding shares. This buyback authorization permits the insurance provider to purchase up to 8.3% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Travelers Companies

In other news, EVP Michael Frederick Klein sold 8,572 shares of the business’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $270.73, for a total value of $2,320,697.56. Following the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $9,106,815.74. The trade was a 20.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Vice Chairman William H. Heyman sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $287.50, for a total value of $575,000.00. Following the transaction, the insider directly owned 255,086 shares of the company’s stock, valued at approximately $73,337,225. This trade represents a 0.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 46,295 shares of company stock valued at $13,011,918 over the last ninety days. Company insiders own 1.46% of the company’s stock.

Key Travelers Companies News

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

• Positive Sentiment: Strong Q4 beat — TRV reported Q4 EPS of $11.13 and revenue of $12.43B, both ahead of Street expectations; management cited underwriting strength and investment income that helped drive ~20% profit growth. This supports earnings momentum and valuation upside. Travelers logs 20% growth in Q4 profit
• Positive Sentiment: Large $5.0B buyback authorized — Board approved repurchases equal to ~8.3% of shares, increasing cash returns and supporting EPS per share over time; signals management confidence in the franchise. Board of Directors Initiates Stock Buyback Plan
• Positive Sentiment: Analyst upgrades/raised targets — Roth MKM raised its price target to $320 (buy) and Keefe, Bruyette & Woods raised to $320 (outperform), implying material upside from current levels and likely supporting near-term buying interest. Benzinga price target coverage KBW raise reported at TickerReport
• Positive Sentiment: Higher investment income outlook and tech investments — management signaled a ~$3.3B fixed-income net investment income outlook for 2026 and highlighted AI initiatives to improve efficiency, which could boost underwriting and investment returns. NII outlook and AI investments
• Neutral Sentiment: Earnings call/transcripts available — Detailed call notes and transcripts outline underwriting drivers and reserve positions; useful for modeling but largely confirm the results already reported. Earnings call transcript
• Negative Sentiment: Some mixed analyst reactions — Wells Fargo trimmed its target to $285 (equal weight) and Mizuho cut to $304 (neutral), which may cap upside and reflect caution on reserve, pricing or interest-rate sensitivity. Those notes can pressure sentiment even after the beat. Benzinga coverage of analyst changes

Travelers Companies Company Profile

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.