The Travelers Companies, Inc. $TRV Shares Sold by Murphy Pohlad Asset Management LLC

Murphy Pohlad Asset Management LLC trimmed its position in shares of The Travelers Companies, Inc. (NYSE:TRV) by 4.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,306 shares of the insurance provider’s stock after selling 1,534 shares during the period. Travelers Companies makes up 3.5% of Murphy Pohlad Asset Management LLC’s portfolio, making the stock its 2nd biggest position. Murphy Pohlad Asset Management LLC’s holdings in Travelers Companies were worth $10,804,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in shares of Travelers Companies during the second quarter worth about $6,915,909,000. Dimensional Fund Advisors LP grew its stake in Travelers Companies by 3.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,484,676 shares of the insurance provider’s stock valued at $1,016,433,000 after purchasing an additional 123,564 shares in the last quarter. Bank of America Corp DE purchased a new stake in Travelers Companies during the 2nd quarter worth approximately $932,142,000. GQG Partners LLC purchased a new stake in Travelers Companies during the 2nd quarter worth approximately $789,024,000. Finally, First Trust Advisors LP raised its position in shares of Travelers Companies by 7.2% in the 1st quarter. First Trust Advisors LP now owns 1,705,401 shares of the insurance provider’s stock valued at $497,431,000 after purchasing an additional 115,276 shares in the last quarter. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Alan Schnitzer sold 88,900 shares of the business’s stock in a transaction dated Wednesday, October 21st. The shares were sold at an average price of $396.77, for a total transaction of $35,272,853.00. Following the completion of the sale, the chief executive officer owned 303,124 shares of the company’s stock, valued at $120,270,509.48. This represents a 22.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Maria Olivo sold 15,100 shares of the stock in a transaction dated Wednesday, October 21st. The stock was sold at an average price of $398.44, for a total transaction of $6,016,444.00. Following the sale, the executive vice president owned 103,642 shares in the company, valued at approximately $41,295,118.48. This trade represents a 12.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 166,287 shares of company stock worth $66,182,760. Corporate insiders own 1.39% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Barclays increased their target price on Travelers Companies from $295.00 to $318.00 and gave the company an “underweight” rating in a research note on Tuesday, July 21st. Roth Capital lifted their price target on shares of Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. The Goldman Sachs Group downgraded shares of Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 price objective on the stock. in a research note on Monday, July 20th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Travelers Companies in a research note on Monday. Finally, Cantor Fitzgerald raised their price objective on shares of Travelers Companies from $377.00 to $378.00 and gave the stock an “overweight” rating in a report on Wednesday, October 7th. Three analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, Travelers Companies currently has a consensus rating of “Hold” and a consensus target price of $365.37.

Travelers Companies Stock Performance

Shares of NYSE TRV traded down $7.11 during trading on Friday, reaching $398.33. The stock had a trading volume of 1,293,042 shares, compared to its average volume of 1,341,677. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.33 and a current ratio of 0.33. The stock has a market cap of $81.64 billion, a PE ratio of 10.44, a P/E/G ratio of 2.83 and a beta of 0.43. The Travelers Companies, Inc. has a one year low of $264.25 and a one year high of $407.86. The firm’s 50 day moving average price is $371.39 and its two-hundred day moving average price is $341.14.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings data on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.39 by $1.79. Travelers Companies had a return on equity of 26.19% and a net margin of 17.03%. The firm had revenue of $12.41 billion for the quarter, compared to analysts’ expectations of $11.36 billion. During the same period last year, the business posted $8.14 earnings per share. The firm’s revenue for the quarter was down .5% on a year-over-year basis. On average, research analysts forecast that The Travelers Companies, Inc. will post 35.96 earnings per share for the current fiscal year.

Travelers Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be given a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, December 10th. Travelers Companies’s dividend payout ratio (DPR) is presently 13.11%.

Trending Headlines about Travelers Companies

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

• Positive Sentiment: DOWLING & PARTN raised its fiscal 2026 EPS estimate for Travelers to $35.75 from $32.50, slightly above the current consensus estimate of $35.65. The revision suggests increased confidence in the insurer’s earnings outlook.
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan Chase reportedly increased their price targets for TRV. The target increases add to the positive analyst momentum surrounding the shares. Keefe, Bruyette & Woods price target article Mizuho price target article JPMorgan price target article
• Positive Sentiment: Zacks highlighted Travelers as a potential momentum stock, reflecting its recent price strength and favorable trend signals. Zacks Travelers momentum article
• Positive Sentiment: Diversify Advisory Services increased its TRV holdings by 20.5% in the third quarter. Institutional buying can provide modest support for the stock. Diversify Advisory Services holdings article
• Neutral Sentiment: Travelers’ latest quarterly results were strong, with EPS of $9.18 versus a $7.39 estimate and revenue of $12.41 billion versus an $11.36 billion forecast. However, revenue declined slightly year over year, and the average analyst rating remains Hold.
• Negative Sentiment: EVPs Michael Klein and Maria Olivo sold a combined 22,600 shares worth roughly $9 million. Both executives retained sizable positions, but the transactions may create a modestly negative signal. Michael Klein SEC filing Maria Olivo SEC filing
• Negative Sentiment: BMO Capital maintained a Hold rating and Barclays issued a Sell rating, underscoring concerns about valuation after TRV’s recent advance.

Travelers Companies Profile

Travelers Companies, Inc is a property and casualty insurance company that provides insurance products and related services to businesses, government entities and individuals. The company offers coverage for property damage, liability, workers’ compensation, automobile accidents, cybersecurity risks and other exposures.

Travelers conducts its operations primarily through its Business Insurance, Bond & Specialty Insurance and Personal Insurance segments. Its products include commercial property and casualty policies, surety and fidelity bonds, homeowners insurance, personal automobile insurance and umbrella coverage.