FY2028 Earnings Estimate for TRV Issued By DOWLING & PARTN

The Travelers Companies, Inc. (NYSE:TRV) – DOWLING & PARTN issued their FY2028 earnings estimates for Travelers Companies in a research note issued on Friday, July 17th. DOWLING & PARTN analyst J. Christiana anticipates that the insurance provider will post earnings per share of $27.00 for the year. The consensus estimate for Travelers Companies’ current full-year earnings is $28.39 per share.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The company had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. During the same quarter in the previous year, the company earned $6.51 EPS. The firm’s revenue for the quarter was up .3% compared to the same quarter last year.

A number of other research analysts have also weighed in on the company. UBS Group upped their price objective on Travelers Companies from $314.00 to $350.00 and gave the stock a “neutral” rating in a report on Wednesday, July 8th. HSBC raised their target price on Travelers Companies from $321.00 to $351.00 and gave the company a “hold” rating in a report on Monday, July 6th. Keefe, Bruyette & Woods restated a “market perform” rating and set a $356.00 target price (up from $342.00) on shares of Travelers Companies in a research report on Wednesday, July 8th. Citigroup reaffirmed a “market perform” rating on shares of Travelers Companies in a research note on Monday. Finally, Bank of America increased their price target on shares of Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday. Three analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, Travelers Companies has a consensus rating of “Hold” and an average price target of $341.00.

Travelers Companies Stock Performance

Shares of TRV stock opened at $368.20 on Tuesday. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.27. The stock has a 50 day simple moving average of $315.77 and a 200-day simple moving average of $302.11. The company has a market cap of $78.30 billion, a price-to-earnings ratio of 9.86, a price-to-earnings-growth ratio of 3.28 and a beta of 0.46. Travelers Companies has a 12-month low of $252.26 and a 12-month high of $371.94.

Institutional Investors Weigh In On Travelers Companies

Several institutional investors and hedge funds have recently made changes to their positions in TRV. HHM Wealth Advisors LLC increased its holdings in Travelers Companies by 145.7% during the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock valued at $25,000 after acquiring an additional 51 shares in the last quarter. Whipplewood Advisors LLC purchased a new stake in shares of Travelers Companies in the first quarter valued at about $26,000. LifeSteps Financial Inc. purchased a new stake in shares of Travelers Companies in the second quarter valued at about $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Travelers Companies in the fourth quarter valued at approximately $26,000. Finally, Osterweis Capital Management Inc. grew its position in shares of Travelers Companies by 1,820.0% in the second quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after purchasing an additional 91 shares during the last quarter. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Travelers Companies news, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $307.65, for a total value of $3,076,500.00. Following the sale, the executive vice president owned 45,125 shares of the company’s stock, valued at approximately $13,882,706.25. This represents a 18.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Vice Chairman William H. Heyman sold 1,557 shares of the firm’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $310.64, for a total value of $483,666.48. Following the completion of the transaction, the insider owned 259,590 shares of the company’s stock, valued at approximately $80,639,037.60. This represents a 0.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 18,292 shares of company stock valued at $5,639,800. 1.39% of the stock is owned by insiders.

Travelers Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, September 10th will be paid a $1.25 dividend. This represents a $5.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s dividend payout ratio (DPR) is presently 13.39%.

Key Travelers Companies News

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

• Positive Sentiment: Truist Financial raised its price target on Travelers from $395 to $425 and kept a buy rating, citing continued upside from top- and bottom-line momentum. Article Title
• Positive Sentiment: Citigroup also lifted its target from $315 to $385, suggesting more modest but still positive upside from current levels. Article Title
• Positive Sentiment: Recent coverage highlighted Travelers’ Q2 earnings beat, with strong underwriting results and expanding capital returns helping drive renewed investor optimism. Article Title
• Positive Sentiment: The company’s earnings surprise was large enough to push the stock to a new 52-week high and fuel follow-on bullish commentary from investors and media. Article Title
• Neutral Sentiment: Several writeups focused on Travelers’ strong Q2 performance, including a report that profit jumped sharply and the stock rallied on the results. Article Title
• Neutral Sentiment: One Seeking Alpha piece argued the results were especially strong and linked them to the AI datacenter boom, but it does not directly change the fundamentals investors are watching. Article Title
• Negative Sentiment: Goldman Sachs downgraded Travelers to sell from neutral and set a $350 target, signaling skepticism after the post-earnings rally. Article Title
• Negative Sentiment: Another Goldman note separately reinforced a more cautious stance, saying the shares have limited upside from current levels after the strong move. Article Title

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.