California State Teachers Retirement System lifted its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 32,139.3% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 110,690,887 shares of the insurance provider’s stock after buying an additional 110,347,546 shares during the quarter. California State Teachers Retirement System owned approximately 53.07% of Travelers Companies worth $36,541,276,000 as of its most recent filing with the SEC.
A number of other institutional investors have also modified their holdings of TRV. Brighton Jones LLC boosted its position in Travelers Companies by 13.4% during the 4th quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock valued at $789,000 after purchasing an additional 387 shares during the period. Revolve Wealth Partners LLC acquired a new stake in Travelers Companies in the fourth quarter worth $276,000. WINTON GROUP Ltd bought a new stake in Travelers Companies in the second quarter valued at $382,000. CIBC Asset Management Inc lifted its stake in Travelers Companies by 13.9% in the second quarter. CIBC Asset Management Inc now owns 68,537 shares of the insurance provider’s stock valued at $18,336,000 after buying an additional 8,383 shares during the last quarter. Finally, Treasurer of the State of North Carolina boosted its holdings in shares of Travelers Companies by 2.0% during the second quarter. Treasurer of the State of North Carolina now owns 105,605 shares of the insurance provider’s stock valued at $28,254,000 after acquiring an additional 2,117 shares during the period. Institutional investors own 82.45% of the company’s stock.
Insiders Place Their Bets In related news, EVP Diane Kurtzman sold 4,164 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $386.71, for a total transaction of $1,610,260.44. Following the completion of the transaction, the executive vice president owned 5,298 shares of the company’s stock, valued at $2,048,789.58. This trade represents a 44.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Michael Klein sold 6,000 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $366.09, for a total transaction of $2,196,540.00. Following the transaction, the executive vice president owned 45,125 shares of the company’s stock, valued at approximately $16,519,811.25. This trade represents a 11.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 58,667 shares of company stock valued at $21,830,989. 1.39% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In Several research firms have recently commented on TRV. Citigroup restated a “market perform” rating on shares of Travelers Companies in a research report on Monday, July 20th. Wells Fargo & Company boosted their target price on shares of Travelers Companies from $295.00 to $334.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. Evercore set a $329.00 target price on shares of Travelers Companies and gave the stock an “in-line” rating in a research report on Friday, July 10th. Roth Capital raised their price target on shares of Travelers Companies from $345.00 to $425.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Finally, Bank of America lifted their price target on Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday, July 20th. Four investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $354.26. Read Our Latest Stock Report on TRV
Travelers Companies Trading Down 0.1% Shares of NYSE:TRV opened at $369.01 on Tuesday. The company has a 50 day moving average of $364.21 and a 200-day moving average of $323.98. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.27. The firm has a market cap of $76.96 billion, a P/E ratio of 9.88, a P/E/G ratio of 2.48 and a beta of 0.44. The Travelers Companies, Inc. has a twelve month low of $252.26 and a twelve month high of $398.70.
Travelers Companies (NYSE:TRV – Get Free Report) last posted its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. The business had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The business’s revenue for the quarter was up .3% on a year-over-year basis. During the same quarter last year, the business earned $6.51 earnings per share. As a group, analysts anticipate that The Travelers Companies, Inc. will post 33.82 earnings per share for the current fiscal year.
Travelers Companies Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be paid a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s payout ratio is currently 13.39%.
(Free Report)
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.
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Maria Olivo, EVP, ERM & Chief Risk Officer, reported a sale of 6,000 shares of The Travelers Companies (TRV -1.33%) in a recent SEC Form 4 filing.
Transaction summaryMetricValueShares sold (directly held)6,000Transaction value$2.2 millionPost-transaction shares (directly held)118,742Post-transaction shares (indirectly held)343Post-transaction value$44 millionTransaction value based on SEC Form 4 weighted average sale price ($369.86); post-transaction value based on Aug. 28, 2026, market close ($369.90).
Key questionsWhat is the concentration of the executive's equity position?
Following this transaction, the executive maintains a significant long-term interest in the company, with 118,742 shares held directly and a minor indirect interest of 343 shares through retirement accounts.At what price levels was the transaction executed?
The sale was completed at a weighted average price of $369.86 per share, with individual execution prices ranging from $369.81 to $369.962.How does this sale affect the insider's total ownership percentage?
The executive now holds 0.05% of the company's total shares outstanding as of the Aug. 28, 2026, market close.What is the company's current scale and market position?
The firm operates with a market capitalization of $77 billion and reported trailing twelve-month revenue of $49 billion as of the most recent reporting period.Company OverviewMetricValueShare Price (as of market close 2026-08-28)$369.90Market Capitalization$77 billionRevenue (TTM)$49 billionNet Income (TTM)$8.3 billionCompany SnapshotThe Travelers Companies delivers a comprehensive portfolio of commercial and personal property and casualty insurance products and services through its network of subsidiaries, generating revenue across three primary operating segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.The company operates a diversified insurance business model that generates revenue through premium collection from policyholders, investment income from its substantial investment portfolio, and underwriting profits derived from disciplined risk selection and claims management.Travelers serves a broad customer base, including businesses of all sizes, government entities, associations, and individual consumers across the United States and international markets, positioning itself as a comprehensive risk management provider.The Travelers Companies is a leading property and casualty insurer with a market capitalization of $77 billion and TTM revenue of $49 billion, demonstrating substantial scale and market presence within the financial services sector. The company has delivered strong shareholder returns, with a 34.5% one-year share price appreciation, reflecting investor confidence in its underwriting discipline and capital management. As a diversified insurer with operations spanning commercial, specialty, and personal lines, Travelers maintains a competitive advantage through its integrated distribution network, sophisticated risk assessment capabilities, and strong financial position.
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What this transaction means for investorsFor shareholders, it may initially seem worrisome that an executive is selling $2.2 million worth of stock. But looking at the full context of the sale, this appears to largely be a routine transaction. Olivo indeed sold 6,000 shares on Aug. 28, but there are two other factors to consider regarding this sale.
The first is stock price appreciation. Over the last 12 months, the TRV stock price has climbed 34.5%, while the S&P 500 is up 18.8% over the same period. With that kind of return, it doesn't seem out of the ordinary that an executive may consider selling some shares. The second factor to consider is that Olivo still holds over 118,000 shares directly and 343 shares indirectly. That shows significant alignment with the company's future potential for success. Given both the stock price appreciation and the number of shares the insider still holds, this transaction does not appear to be something shareholders should be overly concerned about.
Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.
Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.
On top of the Zacks Rank, investors can also look at our innovative Style Scores system to find stocks with specific traits. For example, value investors will want to focus on the "Value" category. Stocks with high Zacks Ranks and "A" grades for Value will be some of the highest-quality value stocks on the market today.
The Travelers Companies (TRV - Free Report) is a stock many investors are watching right now. TRV is currently sporting a Zacks Rank #2 (Buy), as well as an A grade for Value. The stock has a Forward P/E ratio of 11.6. This compares to its industry's average Forward P/E of 26.81. Over the past 52 weeks, TRV's Forward P/E has been as high as 14.64 and as low as 11.13, with a median of 12.44.
We also note that TRV holds a PEG ratio of 2.87. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. TRV's industry has an average PEG of 3.19 right now. Over the past 52 weeks, TRV's PEG has been as high as 4.80 and as low as 1.01, with a median of 2.83.
Finally, investors will want to recognize that TRV has a P/CF ratio of 4.84. This metric focuses on a firm's operating cash flow and is often used to find stocks that are undervalued based on the strength of their cash outlook. TRV's P/CF compares to its industry's average P/CF of 10.15. Over the past 52 weeks, TRV's P/CF has been as high as 5.29 and as low as 4.23, with a median of 4.74.
These figures are just a handful of the metrics value investors tend to look at, but they help show that The Travelers Companies is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, TRV feels like a great value stock at the moment.
HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Institute, the public policy division of The Travelers Companies, Inc. (NYSE: TRV), today announced its Wednesdays with Woodward fall 2026 webinar schedule. The virtual series – hosted by Joan Woodward, President of the Travelers Institute and Executive Vice President of Public Policy at Travelers – convenes economists, former government officials, corporate executives and policy experts to examine pressing issues at the intersection of insurance, business and public policy. Since its launch, Wednesdays with Woodward has reached tens of thousands of leaders, policymakers and professionals across the United States.
“The business environment is growing more complex – from a shifting insurance market and rapid AI adoption to persistent workforce challenges and evolving cyber threats,” said Woodward. “Our webinar series helps leaders cut through that uncertainty. This fall, we’ve assembled economists, former federal officials and industry experts who will equip attendees with the framework and data they need to make sound decisions amid constant change.”
Upcoming webinars include:
Sept. 9: “P&C Insurance Market Outlook, Insights and Emerging Trends With Dr. Robert Hartwig” –
Dr. Robert Hartwig, Director of the Risk and Uncertainty Management Center and Clinical Associate Professor at the University of South Carolina, will provide a data-driven look at the forces reshaping the property and casualty landscape. He’ll examine the current state of the P&C industry and what the latest economic signals may mean for businesses and customers.Sept. 30: “Defending Against Today’s Cyber Threats: Former Government Leaders Weigh In” –
Jeff Greene, Former Executive Assistant Director for Cybersecurity at the Cybersecurity and Infrastructure Security Agency (CISA) and Former Chief of Cyber Response and Policy on the National Security Council at the White House, will join Nicole Tisdale, Former Director of the National Security Council at the White House, to examine the geopolitical implications for cybersecurity, the vulnerabilities of edge devices, the impact of agentic AI, and how to communicate the importance of cyber safety with the public.Oct. 7: “Competitive Advantage Under Pressure: What Really Protects Deal Value” –
Dan Rohr, Head of Global Equity Research for Morningstar; Charlie Tice, Business Insurance Private Practice Leader for Travelers; and Marshall Minoux, Vice President of Risk Mitigation Services, Bond & Specialty Insurance, Performance Construction Advisors for Travelers, will explore findings from the “2026-2027 Competitive Advantage Study: A Travelers Special Report” – developed in partnership with Morningstar – and analyze the forces shaping how businesses manage risk and build resilience.Oct. 14: “When AI Joins the Team: Human Connection in the Intelligent Workplace” –
John Burrows, Ph.D., Senior Lecturer at University of Chicago’s Harris School of Public Policy and Associate Fellow at Oxford University’s Saïd Business School, and co-author of “Social Capital at Work: Building the Hidden Asset that Drives Trust, Engagement, and Performance,” will discuss his forthcoming book and share research-backed strategies for building trust and human connection in highly digitized and AI-integrated workplaces.Nov. 4: “Tapping a High Value Talent Pool: Veterans and Military Spouses” –
Chris Pillow, Vice President of Product Management, Business Insurance for Travelers and Leadership Mentor of the company’s Military/Veterans & Allies Diversity Network, and Julie Galloway, Assistant Vice President of Client Delivery in HR-Talent Acquisition at Travelers, will share how Travelers supports and recruits veterans and military spouses, and why organizations should tap into these valuable talent pools.Nov. 18: “The Labor Market Now: Insights From LinkedIn® Economist Dr. Kory Kantenga” –
Dr. Kory Kantenga, LinkedIn’s Head of Economics for the Americas, returns with a data-driven update on the U.S. labor market. Drawing on LinkedIn’s view of hiring trends and workforce activity, Dr. Kantenga will share the economic intelligence needed to navigate today’s talent landscape.All events will take place at 1 p.m. ET and are free and open to the public. To register, please visit the Travelers Institute website.
About the Travelers Institute
The Travelers Institute, the public policy division of The Travelers Companies, Inc., engages in discussion and analysis of public policy topics of importance to the insurance marketplace and to the financial services industry more broadly. The Travelers Institute draws upon the industry expertise of Travelers’ senior management as well as the technical expertise of many of Travelers’ underwriters, risk managers and other experts to provide information, analysis and solutions to public policymakers and regulators. Travelers is a leading provider of property casualty insurance for auto, home and business. For more information, visit Travelers.com.
Beacon Pointe Advisors LLC acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 23,383 shares of the insurance provider’s stock, valued at approximately $7,718,000.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in shares of Travelers Companies by 13.4% during the 4th quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock worth $789,000 after acquiring an additional 387 shares during the period. Revolve Wealth Partners LLC bought a new position in Travelers Companies in the fourth quarter valued at approximately $276,000. WINTON GROUP Ltd acquired a new position in Travelers Companies during the second quarter valued at approximately $382,000. CIBC Asset Management Inc raised its position in Travelers Companies by 13.9% during the second quarter. CIBC Asset Management Inc now owns 68,537 shares of the insurance provider’s stock valued at $18,336,000 after purchasing an additional 8,383 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake in Travelers Companies by 2.0% during the second quarter. Treasurer of the State of North Carolina now owns 105,605 shares of the insurance provider’s stock worth $28,254,000 after purchasing an additional 2,117 shares during the last quarter. 82.45% of the stock is owned by institutional investors and hedge funds.
Travelers Companies Trading Up 0.1% NYSE TRV opened at $369.85 on Friday. The firm has a market capitalization of $77.14 billion, a PE ratio of 9.90, a price-to-earnings-growth ratio of 3.51 and a beta of 0.45. The business’s 50-day moving average price is $358.56 and its two-hundred day moving average price is $320.77. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.27. The Travelers Companies, Inc. has a 12 month low of $252.26 and a 12 month high of $398.70.
Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $11.26 billion. During the same quarter last year, the firm posted $6.51 EPS. The firm’s revenue for the quarter was up .3% on a year-over-year basis. On average, analysts expect that The Travelers Companies, Inc. will post 33.82 EPS for the current year. Travelers Companies Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, September 10th will be given a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio (DPR) is presently 13.39%.
Insider Activity In related news, EVP David Donnay Rowland sold 5,000 shares of the stock in a transaction dated Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total value of $1,858,450.00. Following the completion of the transaction, the executive vice president directly owned 10,479 shares in the company, valued at $3,894,939.51. This trade represents a 32.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the business’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $387.00, for a total value of $2,768,211.00. Following the completion of the sale, the executive vice president directly owned 68,834 shares in the company, valued at $26,638,758. This trade represents a 9.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 52,667 shares of company stock valued at $19,611,829. 1.39% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth Several equities analysts have recently issued reports on the company. JPMorgan Chase & Co. upgraded Travelers Companies from an “underweight” rating to a “neutral” rating and lifted their price target for the company from $316.00 to $322.00 in a research note on Tuesday, May 26th. Raymond James Financial set a $430.00 price objective on Travelers Companies in a research report on Monday, July 20th. Citigroup reaffirmed a “market perform” rating on shares of Travelers Companies in a research note on Monday, July 20th. Seaport Research Partners set a $322.00 target price on Travelers Companies in a research report on Tuesday, May 26th. Finally, Zacks Research raised Travelers Companies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Four analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $354.26.
View Our Latest Stock Report on TRV
(Free Report)
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.
See Also Five stocks we like better than Travelers Companies 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude? Okta Stock Surges 29%—Is $200 the Next Stop? Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Aberdeen Wealth Management LLC acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,840 shares of the insurance provider’s stock, valued at approximately $1,067,000.
Other hedge funds and other institutional investors have also made changes to their positions in the company. LifeSteps Financial Inc. purchased a new position in shares of Travelers Companies during the second quarter worth approximately $26,000. Kilter Group LLC acquired a new stake in shares of Travelers Companies during the second quarter worth about $26,000. HHM Wealth Advisors LLC grew its holdings in shares of Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after buying an additional 51 shares during the last quarter. Kemnay Advisory Services Inc. purchased a new position in shares of Travelers Companies during the fourth quarter worth about $26,000. Finally, Whipplewood Advisors LLC acquired a new position in Travelers Companies in the 1st quarter valued at about $26,000. Institutional investors and hedge funds own 82.45% of the company’s stock.
Travelers Companies Stock Performance NYSE TRV opened at $370.65 on Tuesday. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.27. The business’s 50 day moving average is $353.55 and its two-hundred day moving average is $318.93. The Travelers Companies, Inc. has a 12-month low of $252.26 and a 12-month high of $398.70. The stock has a market capitalization of $77.31 billion, a price-to-earnings ratio of 9.93, a PEG ratio of 3.46 and a beta of 0.45.
Travelers Companies (NYSE:TRV – Get Free Report) last posted its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, beating the consensus estimate of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The business had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. During the same period last year, the firm earned $6.51 EPS. The company’s quarterly revenue was up .3% compared to the same quarter last year. Research analysts expect that The Travelers Companies, Inc. will post 33.82 EPS for the current year. Travelers Companies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, September 10th will be issued a dividend of $1.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a yield of 1.3%. Travelers Companies’s payout ratio is currently 13.39%.
Analyst Ratings Changes Several analysts have commented on the company. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and set a $356.00 price objective (up from $342.00) on shares of Travelers Companies in a research note on Wednesday, July 8th. Seaport Research Partners set a $322.00 target price on Travelers Companies in a research note on Tuesday, May 26th. Bank of America boosted their target price on Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday, July 20th. Morgan Stanley upped their price target on Travelers Companies from $290.00 to $330.00 and gave the stock an “underweight” rating in a research note on Tuesday, July 21st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of Travelers Companies in a report on Tuesday, July 21st. Four analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $354.26.
Check Out Our Latest Report on Travelers Companies
Insider Activity In other news, EVP Diane Kurtzman sold 4,164 shares of Travelers Companies stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $386.71, for a total transaction of $1,610,260.44. Following the completion of the sale, the executive vice president directly owned 5,298 shares in the company, valued at approximately $2,048,789.58. This trade represents a 44.01% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Daniel S. Frey sold 14,037 shares of the business’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $368.24, for a total value of $5,168,984.88. Following the sale, the chief financial officer directly owned 27,535 shares in the company, valued at $10,139,488.40. This trade represents a 33.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 52,667 shares of company stock valued at $19,611,829 in the last quarter. Insiders own 1.39% of the company’s stock.
Travelers Companies Profile (Free Report)
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.
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Barrow Hanley Mewhinney & Strauss LLC acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 13,470 shares of the insurance provider’s stock, valued at approximately $4,447,000.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. HHM Wealth Advisors LLC lifted its position 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 purchasing an additional 51 shares during the period. Whipplewood Advisors LLC acquired a new position in Travelers Companies in the first quarter valued at approximately $26,000. LifeSteps Financial Inc. bought a new position in Travelers Companies in the second quarter valued at approximately $26,000. Kilter Group LLC acquired a new stake in Travelers Companies during the 2nd quarter worth $26,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in Travelers Companies during the 4th quarter worth $26,000. Institutional investors and hedge funds own 82.45% of the company’s stock.
Travelers Companies Stock Up 1.9% Shares of Travelers Companies stock opened at $370.65 on Tuesday. The firm has a market cap of $77.31 billion, a PE ratio of 9.93, a P/E/G ratio of 3.46 and a beta of 0.45. The business’s 50 day simple moving average is $353.55 and its 200 day simple moving average is $318.93. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. The Travelers Companies, Inc. has a 52-week low of $252.26 and a 52-week high of $398.70.
Travelers Companies (NYSE:TRV – Get Free Report) last released its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping 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 firm had revenue of $12.15 billion during the quarter, compared to the consensus estimate of $11.26 billion. During the same quarter in the prior year, the firm posted $6.51 EPS. The business’s revenue was up .3% on a year-over-year basis. On average, analysts predict that The Travelers Companies, Inc. will post 33.82 earnings per share for the current fiscal year. Travelers Companies Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be given a dividend of $1.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 annualized dividend and a yield of 1.3%. Travelers Companies’s payout ratio is 13.39%.
Wall Street Analysts Forecast Growth A number of research analysts have recently weighed in on the company. Roth Capital increased their price target on Travelers Companies from $345.00 to $425.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of Travelers Companies in a report on Tuesday, July 21st. Keefe, Bruyette & Woods reissued a “market perform” rating and set a $356.00 price target (up from $342.00) on shares of Travelers Companies in a research report on Wednesday, July 8th. Wells Fargo & Company raised their price objective on Travelers Companies from $295.00 to $334.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 9th. Finally, Mizuho boosted their target price on Travelers Companies from $324.00 to $343.00 and gave the company a “neutral” rating in a research note on Friday, July 24th. Four investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $354.26.
View Our Latest Research Report on Travelers Companies
Insider Activity at Travelers Companies In other news, EVP David Donnay Rowland sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, July 22nd. The stock was sold at an average price of $371.69, for a total value of $1,858,450.00. Following the completion of the transaction, the executive vice president owned 10,479 shares in the company, valued at $3,894,939.51. This trade represents a 32.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Michael Frederick Klein sold 6,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $366.09, for a total value of $2,196,540.00. Following the sale, the executive vice president owned 45,125 shares in the company, valued at approximately $16,519,811.25. This represents a 11.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 52,667 shares of company stock worth $19,611,829. Corporate insiders own 1.39% of the company’s stock.
Travelers Companies Profile (Free Report)
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.
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Key Takeaways U.S. commercial insurance pricing rose 2.5% in Q1 2026, down from 5.3% a year earlier. Growth is shifting toward new business, retention, exposure growth and market share as rates moderate. Strong risk selection, claims management and expense control should help insurers outperform competitors. In the U.S. insurance industry, rate increases have substantially improved insurer profitability, particularly in personal auto, homeowners, and commercial P&C over the years. But now the U.S. insurance industry is transitioning from a rate-driven growth environment to an execution-driven one as it moves from the hard-market phase toward a more competitive environment.
In commercial insurance, pricing increased just 2.5% year over year in the first quarter of 2026, down from 5.3% a year earlier, marking the third consecutive quarter of moderating increases. Swiss Re expects U.S. P&C premium growth to slow to about 3% in 2026 as attractive margins draw additional capacity into the market.
With pricing power weakening, insurers with superior risk selection, claims management and expense control should outperform competitors. Increased competition is already pushing auto premiums lower. After years of relentless rate increases, the Bureau of Labor Statistics reports that the Consumer Price Index for motor vehicle insurance fell 4.5% from July 2025 to July 2026.
Strong insurer balance sheets, stabilized reinsurance pricing and increased underwriting appetite are creating new opportunities for many organizations to improve coverage terms while managing insurance costs. According to Alera Group, average overall commercial insurance premium growth was flat in the first half of 2026, reflecting the softest market conditions seen since 2017.
As the U.S. insurance pricing cycle moderates, premium growth increasingly depends on underlying business growth rather than on rate increases. The quality of growth increasingly depends on an insurer's ability to generate organic new business, retain customers, benefit from exposure growth and capture market share, while maintaining underwriting discipline.
Here's how these factors will benefit insurers. Winning new customers adds policies and premiums even when insurers cannot rely on higher rates. Growth in payrolls, property values, vehicle counts, business activity, construction and other economic exposures can increase insured values and therefore premiums, even with stable pricing. High retention also reduces the need to continually replace lost customers through costly new-business acquisition.
Insurers can grow faster than the overall market by taking business from competitors. This can come from stronger underwriting capabilities, broader product offerings, better service, geographic expansion or more effective distribution.
These factors in combination allow insurers to sustain premium and revenue growth despite softer pricing.
For insurance stocks such as The Travelers Companies, Inc. (TRV - Free Report) , Chubb Limited (CB - Free Report) and W.R. Berkley Corporation (WRB - Free Report) , strong underwriting discipline and specialty exposure can help protect profitability as the pricing cycle softens.
Price PerformanceThe insurance industry has returned 3.2% in the past year compared with the Finance sector’s growth of 11.5% and the Zacks S&P 500 composite’s appreciation of 20.8%.
Image Source: Zacks Investment Research
3 Insurers to WatchWith the help of the Zacks Stock Screener, we have selected three insurance stocks with an impressive Value Score of B. TRV carries a Zacks Rank #2 (Buy), while CB and WRB have a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Based in New York, The Travelers provides a wide variety of property and casualty insurance and surety products and services to businesses, organizations and individuals in the United States and select international markets. Strong renewal rate change, retention and increased new business, supported by a compelling portfolio and a solid capital position, poise TRV well for growth. The company raised its dividend for 22 consecutive years, with an 8% compound annual growth rate over that period. The insurer also has a favorable VGM Score of B.
The Zacks Consensus Estimate for The Travelers’ 2026 earnings per share indicates a year-over-year increase of 22.6%.
The consensus estimate for 2027 revenues indicates an increase of 2.9% from the 2026 estimates.
The consensus estimate for 2026 and 2027 has moved 4.1% and 1.1% north, respectively, in the past 30 days. Earnings have grown 19.2% in the past five years. The expected long-term earnings growth rate is pegged at 3.1%. TRV delivered a four-quarter average earnings surprise of 41.68%. Shares of TRV have rallied 36% in the past year.
Headquartered in Zurich, Switzerland, Chubb Limited is one of the world’s largest providers of property and casualty insurance and reinsurance and the largest publicly traded P&C insurer based on market capitalization. Chubb Limited is poised for long-term growth as it capitalizes on the potential of middle-market businesses (both domestic and international) as well as enhances traditional core packages and specialty products. Investments in various strategic initiatives bode well for growth. It focuses on cyber insurance, which has immense room for growth. This insurer has increased dividends for 33 straight years.
The Zacks Consensus Estimate for Chubb’s 2026 earnings per share indicates a year-over-year increase of 10.8%. The consensus estimate for revenues is pegged at $64.33 billion, implying a year-over-year improvement of 7.2%.
The consensus estimate for 2027 earnings and revenues indicates an increase of 5.1% and 4.1%, respectively, from the 2026 estimates.
The consensus estimate for 2026 and 2027 has moved 1.4% and 0.5% north, respectively, in the past 30 days. Earnings have grown 19.7% in the past five years. The expected long-term earnings growth rate is pegged at 7.5%. CB delivered a four-quarter average earnings surprise of 13.7%. CB shares have rallied 26% in the past year.
Greenwich, CT-based W.R. Berkley is one of the nation’s largest commercial lines property casualty insurance providers. The company offers a variety of insurance services, from reinsurance to workers' comp third-party administrators.
WRB has consistently benefited from its insurance business, with premiums written increasing over the past many years. WRB has been investing in numerous startups since 2006 and establishing new units in growing international markets. WRB’s international business is poised for growth, supported by emerging markets. A solid capital position enables capital deployment. Investment in alternative assets should help improve investment income. The insurer also has a favorable VGM Score of B.
The Zacks Consensus Estimate for W.R. Berkley’s 2026 earnings per share indicates a year-over-year increase of 11.7%. The consensus estimate for revenues is pegged at $15.05 billion, implying a year-over-year improvement of 3.2%.
The consensus estimate for 2027 revenues indicates an increase of 3.1% from the 2026 estimates.
The consensus estimate for 2026 has moved 1.89% north in the past 30 days. Earnings have grown 22.5% in the past five years. WRB earnings surpassed estimates in three of the last four quarters and missed in one, the average surprise being 8.37%. Shares of the insurer have lost 2% in the past year.
Ancora Advisors LLC bought a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 19,062 shares of the insurance provider’s stock, valued at approximately $4,203,000.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in Travelers Companies in the 2nd quarter valued at approximately $6,915,909,000. State Street Corp grew its position in Travelers Companies by 3.1% during the fourth quarter. State Street Corp now owns 16,000,457 shares of the insurance provider’s stock worth $4,641,093,000 after buying an additional 486,861 shares in the last quarter. Morgan Stanley increased its stake in Travelers Companies by 2.3% in the fourth quarter. Morgan Stanley now owns 3,793,750 shares of the insurance provider’s stock valued at $1,100,416,000 after acquiring an additional 85,298 shares during the last quarter. Legal & General Group Plc acquired a new stake in Travelers Companies in the second quarter valued at approximately $799,601,000. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of Travelers Companies by 3.7% during the first quarter. Dimensional Fund Advisors LP now owns 3,484,676 shares of the insurance provider’s stock worth $1,016,433,000 after purchasing an additional 123,564 shares during the period. 82.45% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity In related news, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the business’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the transaction, the executive vice president directly owned 68,834 shares in the company, valued at approximately $26,638,758. The trade was a 9.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Diane Kurtzman sold 4,164 shares of the company’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $386.71, for a total value of $1,610,260.44. Following the completion of the sale, the executive vice president owned 5,298 shares of the company’s stock, valued at approximately $2,048,789.58. The trade was a 44.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 52,667 shares of company stock valued at $19,611,829 in the last three months. Company insiders own 1.39% of the company’s stock.
Travelers Companies Trading Up 0.4% NYSE:TRV opened at $371.02 on Thursday. The firm has a market cap of $77.39 billion, a P/E ratio of 9.94, a P/E/G ratio of 3.51 and a beta of 0.45. The firm has a 50-day simple moving average of $356.08 and a 200-day simple moving average of $319.95. The Travelers Companies, Inc. has a one year low of $252.26 and a one year high of $398.70. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. Travelers Companies (NYSE:TRV – Get Free Report) last issued its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping 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 business 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 firm earned $6.51 earnings per share. The company’s revenue was up .3% on a year-over-year basis. Equities analysts anticipate that The Travelers Companies, Inc. will post 33.82 EPS for the current fiscal year.
Travelers Companies Announces Dividend The business also recently declared 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. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a yield of 1.3%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.39%.
Wall Street Analyst Weigh In A number of research analysts recently weighed in on TRV shares. Roth Capital upped their price target on Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Weiss Ratings raised shares of Travelers Companies from a “buy (a-)” rating to a “buy (a)” rating in a research note on Thursday, August 20th. Morgan Stanley boosted their price objective on shares of Travelers Companies from $290.00 to $330.00 and gave the company an “underweight” rating in a research report on Tuesday, July 21st. JPMorgan Chase & Co. raised shares of Travelers Companies from an “underweight” rating to a “neutral” rating and raised their price target for the company from $316.00 to $322.00 in a research report on Tuesday, May 26th. Finally, Citigroup restated a “market perform” rating on shares of Travelers Companies in a research note on Monday, July 20th. Four research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $354.26.
View Our Latest Analysis on TRV
Travelers Companies Company Profile (Free Report)
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.
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Key Takeaways TravelersLLM uses company data to improve underwriting analysis, research and employee workflows.New Business Submission Automation cut submission registration time from two hours to two minutes.AI Claim Assistant and Claim Insights are helping streamline claims and prioritize important cases. The Travelers Companies, Inc. (TRV - Free Report) is strengthening its insurance operations through artificial intelligence, proprietary data and advanced analytics. Its AI strategy focuses on improving underwriting decisions, speeding up claims and increasing employee productivity, which could support long-term underwriting profitability.
A key part of the strategy is TravelersLLM, the company's proprietary large language model designed specifically for property-casualty insurance. Trained on millions of company documents, the model helps employees access decades of institutional knowledge, improve underwriting analysis, accelerate research and enhance workflows. In testing, TRV said TravelersLLM delivered higher-quality results than commercial AI models at lower cost and greater speed.
AI is also being used to improve underwriting efficiency. TRV's New Business Submission Automation reduced the time required to register new business submissions from two hours to two minutes, enabling underwriters to process opportunities faster and potentially allowing the company to pursue more business.
The company is extending AI into claims management. Its AI Claim Assistant helps customers initiate auto-damage claims, while Claim Insights helps risk managers identify and prioritize important claims. Faster claims processing can allow employees to focus on more complex cases and improve customer service.
Overall, TRV's combination of proprietary data, insurance expertise and AI could improve risk selection, productivity and operating efficiency. As these tools expand across the business, they could become an increasingly important driver of underwriting profitability.
What About Its Peers?Insurers like The Allstate Corporation (ALL - Free Report) and Kinsale Capital Group (KNSL - Free Report) are also increasingly using AI, data and analytics to improve underwriting efficiency.
Allstate's AI strategy is focused on improving underwriting, claims and customer experiences. Allstate has been integrating AI into claims and underwriting processes, with the goal of improving efficiency and decision-making. Allstate also ranks among the leading insurers in AI adoption, according to the 2026 Evident Insurance AI Index.
Kinsale uses proprietary technology, internal data, analytics and machine learning to support risk selection, pricing and underwriting efficiency. Kinsale is also expanding the use of AI across underwriting, claims and analytics, to improve productivity and operating efficiency.
TRV’s Price PerformanceShares of TRV have gained 36.3% in the past year, outperforming the industry’s growth of 2.8%.
Image Source: Zacks Investment Research
TRV’s OvervaluationThe stock is overvalued compared with its industry. It is currently trading at a price-to-book value multiple of 2.34, higher than the industry average of 1.43. It carries a Value Score of B.
Image Source: Zacks Investment Research
Estimate Movement for TRVThe Zacks Consensus Estimate for Travelers’ 2026 earnings per share (EPS) indicates a year-over-year decrease of 0.1%. The consensus estimate for revenues is pegged at $48.82 billion, implying a 1.2% year-over-year increase.
The consensus estimate for 2027 EPS indicates a decrease of 11.5%, while revenues indicate an increase of 2.9%, respectively, from the corresponding 2026 estimates.
The Zacks Consensus Estimate for 2026 and 2027 earnings have moved 2.9% and 0.7% north, respectively, over the last 30 days.
Image Source: Zacks Investment Research
TRV stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Ally Financial Inc. bought a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 12,000 shares of the insurance provider’s stock, valued at approximately $2,646,000.
Other large investors have also recently made changes to their positions in the company. LifeSteps Financial Inc. bought a new position in Travelers Companies in the 2nd quarter worth about $26,000. Kilter Group LLC bought a new position in Travelers Companies in the second quarter worth approximately $26,000. 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 worth $25,000 after purchasing an additional 51 shares during the period. Kemnay Advisory Services Inc. purchased a new position in Travelers Companies during the 4th quarter worth $26,000. Finally, Whipplewood Advisors LLC bought a new stake in Travelers Companies during the 1st quarter valued at $26,000. 82.45% of the stock is owned by hedge funds and other institutional investors.
Travelers Companies Stock Performance Shares of Travelers Companies stock opened at $363.83 on Monday. The firm has a market capitalization of $75.89 billion, a P/E ratio of 9.74, a PEG ratio of 3.46 and a beta of 0.45. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.27. The company has a 50 day moving average price of $352.28 and a 200 day moving average price of $318.35. The Travelers Companies, Inc. has a 52 week low of $252.26 and a 52 week high of $398.70.
Travelers Companies (NYSE:TRV – Get Free Report) last released its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping the consensus estimate of $5.41 by $4.63. The company had revenue of $12.15 billion for the quarter, compared to the consensus estimate of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. Travelers Companies’s revenue was up .3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.51 EPS. Sell-side analysts expect that The Travelers Companies, Inc. will post 33.82 EPS for the current year. Travelers Companies Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a $1.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. Travelers Companies’s dividend payout ratio is currently 13.39%.
Analyst Upgrades and Downgrades TRV has been the topic of several research reports. JPMorgan Chase & Co. upgraded Travelers Companies from an “underweight” rating to a “neutral” rating and raised their price target for the company from $316.00 to $322.00 in a research note on Tuesday, May 26th. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of Travelers Companies in a report on Tuesday, July 21st. Piper Sandler upped their price target on shares of Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Keefe, Bruyette & Woods reiterated a “market perform” rating and set a $356.00 price objective (up from $342.00) on shares of Travelers Companies in a research note on Wednesday, July 8th. Finally, UBS Group lifted their price objective on shares of Travelers Companies from $314.00 to $350.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Four investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have assigned a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $354.26.
Check Out Our Latest Research Report on TRV
Insiders Place Their Bets In other news, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $387.00, for a total value of $2,768,211.00. Following the completion of the transaction, the executive vice president directly owned 68,834 shares in the company, valued at $26,638,758. This trade represents a 9.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP David Donnay Rowland sold 5,000 shares of Travelers Companies stock in a transaction that occurred on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total transaction of $1,858,450.00. Following the sale, the executive vice president owned 10,479 shares of the company’s stock, valued at approximately $3,894,939.51. The trade was a 32.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 62,667 shares of company stock valued at $22,688,329. Insiders own 1.39% of the company’s stock.
Travelers Companies Company Profile (Free Report)
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.
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Bank of Nova Scotia purchased a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 60,435 shares of the insurance provider’s stock, valued at approximately $19,949,000.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. HHM Wealth Advisors LLC lifted its holdings in Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock valued at $25,000 after purchasing an additional 51 shares during the last quarter. Whipplewood Advisors LLC purchased a new position in shares of Travelers Companies in the first quarter worth about $26,000. LifeSteps Financial Inc. bought a new stake in shares of Travelers Companies in the second quarter valued at approximately $26,000. Kilter Group LLC bought a new stake in shares of Travelers Companies in the second quarter valued at approximately $26,000. Finally, Kemnay Advisory Services Inc. purchased a new stake in shares of Travelers Companies during the 4th quarter valued at approximately $26,000. Institutional investors own 82.45% of the company’s stock.
Wall Street Analysts Forecast Growth Several research analysts recently commented on the stock. Seaport Research Partners set a $322.00 price objective on shares of Travelers Companies in a report on Tuesday, May 26th. Raymond James Financial set a $430.00 target price on shares of Travelers Companies in a report on Monday, July 20th. Morgan Stanley increased their target price on Travelers Companies from $290.00 to $330.00 and gave the stock an “underweight” rating in a research report on Tuesday, July 21st. Mizuho raised their price target on Travelers Companies from $324.00 to $343.00 and gave the stock a “neutral” rating in a report on Friday, July 24th. Finally, Citigroup reiterated a “market perform” rating on shares of Travelers Companies in a research report on Monday, July 20th. Four equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $354.26.
View Our Latest Report on Travelers Companies Travelers Companies Trading Up 0.1% Shares of TRV opened at $363.83 on Monday. The firm’s 50 day simple moving average is $352.28 and its 200 day simple moving average is $318.35. The company has a market capitalization of $75.89 billion, a P/E ratio of 9.74, a P/E/G ratio of 3.46 and a beta of 0.45. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33. The Travelers Companies, Inc. has a 1-year low of $252.26 and a 1-year high of $398.70.
Travelers Companies (NYSE:TRV – Get Free Report) last released its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. The business had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The business’s quarterly revenue was up .3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $6.51 EPS. Sell-side analysts forecast that The Travelers Companies, Inc. will post 33.82 earnings per share for the current fiscal year.
Travelers Companies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s payout ratio is currently 13.39%.
Insider Buying and Selling In related news, EVP David Donnay Rowland sold 5,000 shares of the company’s stock in a transaction on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total value of $1,858,450.00. Following the completion of the transaction, the executive vice president directly owned 10,479 shares in the company, valued at approximately $3,894,939.51. The trade was a 32.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the stock in a transaction on Friday, July 24th. The shares were sold at an average price of $387.00, for a total value of $2,768,211.00. Following the completion of the transaction, the executive vice president directly owned 68,834 shares in the company, valued at approximately $26,638,758. This represents a 9.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 62,667 shares of company stock valued at $22,688,329 in the last three months. 1.39% of the stock is owned by corporate insiders.
Travelers Companies Company Profile (Free Report)
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.
Recommended Stories Five stocks we like better than Travelers Companies VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Biondo Investment Advisors LLC acquired a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 61,901 shares of the insurance provider’s stock, valued at approximately $13,649,000. Travelers Companies accounts for about 1.7% of Biondo Investment Advisors LLC’s investment portfolio, making the stock its 20th largest holding.
Several other hedge funds also recently made changes to their positions in TRV. Berman McAleer LLC lifted its position in shares of Travelers Companies by 3.5% during the 2nd quarter. Berman McAleer LLC now owns 894 shares of the insurance provider’s stock valued at $295,000 after acquiring an additional 30 shares during the period. Willner & Heller LLC lifted its position in Travelers Companies by 2.7% during the second quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider’s stock worth $398,000 after purchasing an additional 32 shares during the period. Spinnaker Trust lifted its position in Travelers Companies by 1.7% during the first quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock worth $565,000 after purchasing an additional 33 shares during the period. Cim LLC grew its stake in Travelers Companies by 0.4% during the fourth quarter. Cim LLC now owns 8,145 shares of the insurance provider’s stock worth $2,363,000 after buying an additional 34 shares in the last quarter. Finally, Avalon Trust Co increased its holdings in Travelers Companies by 0.4% in the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock valued at $2,562,000 after buying an additional 35 shares during the period. 82.45% of the stock is owned by institutional investors.
Travelers Companies Price Performance Travelers Companies stock opened at $363.83 on Monday. The stock’s 50 day moving average is $352.28 and its 200 day moving average is $318.35. The Travelers Companies, Inc. has a one year low of $252.26 and a one year high of $398.70. The firm has a market cap of $75.89 billion, a P/E ratio of 9.74, a P/E/G ratio of 3.46 and a beta of 0.45. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33.
Travelers Companies (NYSE:TRV – Get Free Report) last released its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The firm had revenue of $12.15 billion during the quarter, compared to analyst estimates of $11.26 billion. During the same quarter last year, the business earned $6.51 EPS. The company’s revenue was up .3% compared to the same quarter last year. As a group, research analysts expect that The Travelers Companies, Inc. will post 33.82 EPS for the current year. Travelers Companies Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be issued a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio (DPR) is presently 13.39%.
Insider Transactions at Travelers Companies In related news, EVP Michael Frederick Klein sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the completion of the sale, the executive vice president owned 45,125 shares of the company’s stock, valued at $13,882,706.25. This trade represents a 18.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the transaction, the executive vice president owned 68,834 shares in the company, valued at $26,638,758. The trade was a 9.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 62,667 shares of company stock worth $22,688,329. Corporate insiders own 1.39% of the company’s stock.
Analyst Ratings Changes A number of research analysts recently issued reports on TRV shares. Morgan Stanley lifted their price objective on shares of Travelers Companies from $290.00 to $330.00 and gave the company an “underweight” rating in a research note on Tuesday, July 21st. Barclays lifted their price target 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 upped their price objective on Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. HSBC lifted their target price on Travelers Companies from $321.00 to $351.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Finally, Zacks Research upgraded shares of Travelers Companies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Four investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, Travelers Companies currently has an average rating of “Hold” and a consensus price target of $354.26.
Check Out Our Latest Research Report on TRV
Travelers Companies Company Profile (Free Report)
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.
Read More Five stocks we like better than Travelers Companies VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Bank of Nova Scotia acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 98,755 shares of the insurance provider’s stock, valued at approximately $21,775,000.
A number of other hedge funds and other institutional investors also recently bought and sold shares of TRV. Kirtland Hills Capital Management LLC purchased a new position in shares of Travelers Companies in the 2nd quarter valued at about $2,006,000. Vista Investment Management purchased a new stake in Travelers Companies during the second quarter worth about $2,595,000. Hudson Portfolio Management LLC purchased a new stake in Travelers Companies during the second quarter worth about $531,000. Compass Financial Management LLC acquired a new position in Travelers Companies during the second quarter worth about $127,000. Finally, Elevation Point Wealth Partners LLC acquired a new position in Travelers Companies during the second quarter worth about $1,848,000. Institutional investors and hedge funds own 82.45% of the company’s stock.
Travelers Companies Trading Up 0.1% Shares of TRV stock opened at $363.83 on Monday. The firm’s 50-day simple moving average is $352.28 and its 200-day simple moving average is $318.35. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33. The Travelers Companies, Inc. has a 1-year low of $252.26 and a 1-year high of $398.70. The firm has a market cap of $75.89 billion, a P/E ratio of 9.74, a PEG ratio of 3.46 and a beta of 0.45.
Travelers Companies (NYSE:TRV – Get Free Report) last posted its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. The firm had revenue of $12.15 billion during the quarter, compared to the consensus estimate of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm’s quarterly revenue was up .3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.51 earnings per share. As a group, equities analysts forecast that The Travelers Companies, Inc. will post 33.82 EPS for the current year. Travelers Companies Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s payout ratio is currently 13.39%.
Insider Activity at Travelers Companies In related news, CFO Daniel S. Frey sold 14,037 shares of the stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $368.24, for a total value of $5,168,984.88. Following the completion of the sale, the chief financial officer directly owned 27,535 shares in the company, valued at approximately $10,139,488.40. This represents a 33.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the firm’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $387.00, for a total value of $2,768,211.00. Following the completion of the transaction, the executive vice president directly owned 68,834 shares in the company, valued at $26,638,758. This trade represents a 9.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 62,667 shares of company stock valued at $22,688,329 over the last quarter. Company insiders own 1.39% of the company’s stock.
Wall Street Analysts Forecast Growth Several equities analysts recently weighed in on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of Travelers Companies in a research note on Tuesday, July 21st. Seaport Research Partners set a $322.00 target price on Travelers Companies in a research report on Tuesday, May 26th. Keefe, Bruyette & Woods reissued a “market perform” rating and issued a $356.00 target price (up from $342.00) on shares of Travelers Companies in a report on Wednesday, July 8th. Bank of America raised their price target on Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a research report on Monday, July 20th. Finally, BMO Capital Markets downgraded Travelers Companies from an “outperform” rating to a “market perform” rating and lifted their price target for the stock from $314.00 to $379.00 in a research note on Tuesday, July 21st. Four equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $354.26.
Get Our Latest Analysis on TRV
Travelers Companies Company Profile (Free Report)
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.
See Also Five stocks we like better than Travelers Companies VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over
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Bank of New York Mellon Corp purchased a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,422,225 shares of the insurance provider’s stock, valued at approximately $469,505,000. Bank of New York Mellon Corp owned 0.68% of Travelers Companies at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently bought and sold shares of TRV. Focus Partners Advisor Solutions LLC bought a new position in shares of Travelers Companies during the 2nd quarter worth about $3,143,000. State of Wyoming bought a new stake in Travelers Companies in the 2nd quarter valued at about $720,000. Sutton Place Investors LLC acquired a new position in Travelers Companies during the 2nd quarter worth approximately $221,000. GSA Capital Partners LLP acquired a new position in Travelers Companies during the 2nd quarter worth approximately $928,000. Finally, Avalon Trust Co bought a new position in Travelers Companies in the second quarter worth approximately $2,883,000. 82.45% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In TRV has been the subject of several research reports. Keefe, Bruyette & Woods reissued a “market perform” rating and issued a $356.00 price target (up from $342.00) on shares of Travelers Companies in a research report on Wednesday, July 8th. HSBC raised their price objective on shares of Travelers Companies from $321.00 to $351.00 and gave the company a “hold” rating in a research note on Monday, July 6th. BMO Capital Markets cut shares of Travelers Companies from an “outperform” rating to a “market perform” rating and lifted their price objective for the company from $314.00 to $379.00 in a report on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of Travelers Companies in a research report on Tuesday, July 21st. Finally, Raymond James Financial set a $430.00 target price on shares of Travelers Companies in a report on Monday, July 20th. Four analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have given a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Travelers Companies has an average rating of “Hold” and a consensus price target of $354.26.
Get Our Latest Research Report on Travelers Companies Travelers Companies Stock Down 0.2% TRV opened at $363.83 on Friday. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.27. The stock has a market cap of $75.88 billion, a price-to-earnings ratio of 9.74, a PEG ratio of 3.46 and a beta of 0.45. The Travelers Companies, Inc. has a twelve month low of $252.26 and a twelve month high of $398.70. The company’s 50-day moving average price is $352.28 and its two-hundred day moving average price is $318.12.
Travelers Companies (NYSE:TRV – Get Free Report) last issued its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.41 by $4.63. The company had revenue of $12.15 billion during the quarter, compared to analyst estimates of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. Travelers Companies’s quarterly revenue was up .3% compared to the same quarter last year. During the same quarter last year, the business posted $6.51 EPS. As a group, equities analysts expect that The Travelers Companies, Inc. will post 33.82 earnings per share for the current year.
Travelers Companies Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be issued a dividend of $1.25 per share. 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 is 13.39%.
Insiders Place Their Bets In other Travelers Companies news, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the business’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $387.00, for a total value of $2,768,211.00. Following the sale, the executive vice president directly owned 68,834 shares in the company, valued at $26,638,758. The trade was a 9.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP David Donnay Rowland sold 5,000 shares of the company’s stock in a transaction on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total value of $1,858,450.00. Following the transaction, the executive vice president directly owned 10,479 shares in the company, valued at $3,894,939.51. This represents a 32.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 62,667 shares of company stock valued at $22,688,329. Company insiders own 1.39% of the company’s stock.
Travelers Companies Profile (Free Report)
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.
Recommended Stories Five stocks we like better than Travelers Companies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Allworth Financial LP purchased a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 10,542 shares of the insurance provider’s stock, valued at approximately $3,480,000.
Other institutional investors and hedge funds have also bought and sold shares of the company. Berman McAleer LLC raised its stake in Travelers Companies by 3.5% during the 2nd quarter. Berman McAleer LLC now owns 894 shares of the insurance provider’s stock valued at $295,000 after purchasing an additional 30 shares during the period. Willner & Heller LLC grew its holdings in Travelers Companies by 2.7% during the 2nd quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider’s stock valued at $398,000 after buying an additional 32 shares in the last quarter. Spinnaker Trust raised its position in shares of Travelers Companies by 1.7% during the first quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock valued at $565,000 after buying an additional 33 shares during the last quarter. Cim LLC lifted its holdings in shares of Travelers Companies by 0.4% in the fourth quarter. Cim LLC now owns 8,145 shares of the insurance provider’s stock worth $2,363,000 after buying an additional 34 shares in the last quarter. Finally, Avalon Trust Co lifted its holdings in shares of Travelers Companies by 0.4% in the first quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock worth $2,562,000 after buying an additional 35 shares in the last quarter. 82.45% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In TRV has been the subject of a number of research analyst reports. The Goldman Sachs Group lowered Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 price objective for the company. in a research report on Monday, July 20th. Citigroup reiterated a “market perform” rating on shares of Travelers Companies in a research report on Monday, July 20th. Barclays increased their price target on Travelers Companies from $295.00 to $318.00 and gave the company an “underweight” rating in a research note on Tuesday, July 21st. Seaport Research Partners set a $322.00 price target on Travelers Companies in a report on Tuesday, May 26th. Finally, Piper Sandler lifted their price objective on Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Four analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $354.26.
Read Our Latest Report on TRV Travelers Companies Stock Performance TRV stock opened at $363.83 on Friday. The Travelers Companies, Inc. has a 1-year low of $252.26 and a 1-year high of $398.70. The business has a 50-day moving average price of $352.28 and a 200 day moving average price of $318.12. The company has a market capitalization of $75.88 billion, a P/E ratio of 9.74, a PEG ratio of 3.46 and a beta of 0.45. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33.
Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping the consensus estimate of $5.41 by $4.63. The firm had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The company’s revenue was up .3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $6.51 EPS. As a group, equities research analysts forecast that The Travelers Companies, Inc. will post 33.82 EPS for the current fiscal year.
Travelers Companies Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a $1.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.39%.
Insiders Place Their Bets In other Travelers Companies news, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the firm’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $387.00, for a total value of $2,768,211.00. Following the completion of the sale, the executive vice president directly owned 68,834 shares in the company, valued at $26,638,758. This trade represents a 9.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Daniel S. Frey sold 14,037 shares of Travelers Companies stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $368.24, for a total transaction of $5,168,984.88. Following the completion of the transaction, the chief financial officer directly owned 27,535 shares in the company, valued at $10,139,488.40. This represents a 33.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 62,667 shares of company stock valued at $22,688,329 in the last three months. 1.39% of the stock is currently owned by insiders.
Travelers Companies Company Profile (Free Report)
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.
Featured Articles Five stocks we like better than Travelers Companies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Advisors Capital Management LLC acquired a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,270 shares of the insurance provider’s stock, valued at approximately $750,000.
A number of other hedge funds also recently added to or reduced their stakes in TRV. Berman McAleer LLC raised its position in Travelers Companies by 3.5% during the 2nd quarter. Berman McAleer LLC now owns 894 shares of the insurance provider’s stock worth $295,000 after buying an additional 30 shares during the last quarter. Willner & Heller LLC lifted its stake in shares of Travelers Companies by 2.7% during the second quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider’s stock valued at $398,000 after buying an additional 32 shares during the period. Spinnaker Trust lifted its position in Travelers Companies by 1.7% during the first quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock worth $565,000 after buying an additional 33 shares during the period. Cim LLC boosted its stake in Travelers Companies by 0.4% in the 4th quarter. Cim LLC now owns 8,145 shares of the insurance provider’s stock worth $2,363,000 after buying an additional 34 shares during the last quarter. Finally, Avalon Trust Co boosted its stake in Travelers Companies by 0.4% in the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock worth $2,562,000 after buying an additional 35 shares during the last quarter. 82.45% of the stock is owned by institutional investors and hedge funds.
Travelers Companies Stock Performance NYSE:TRV opened at $363.83 on Friday. The company has a market cap of $75.88 billion, a price-to-earnings ratio of 9.74, a PEG ratio of 3.46 and a beta of 0.45. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. The Travelers Companies, Inc. has a 52-week low of $252.26 and a 52-week high of $398.70. The firm’s 50-day moving average is $352.28 and its 200-day moving average is $318.12.
Travelers Companies (NYSE:TRV – Get Free Report) last issued its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. The business had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.Travelers Companies’s quarterly revenue was up .3% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.51 EPS. Equities research analysts anticipate that The Travelers Companies, Inc. will post 33.82 earnings per share for the current year. Travelers Companies Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be paid a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s dividend payout ratio (DPR) is 13.39%.
Insider Activity at Travelers Companies In related news, EVP Diane Kurtzman sold 4,164 shares of the stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $386.71, for a total value of $1,610,260.44. Following the transaction, the executive vice president directly owned 5,298 shares in the company, valued at $2,048,789.58. This represents a 44.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the completion of the sale, the executive vice president owned 68,834 shares in the company, valued at approximately $26,638,758. This trade represents a 9.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 62,667 shares of company stock valued at $22,688,329 over the last quarter. 1.39% of the stock is currently owned by corporate insiders.
Wall Street Analyst Weigh In Several analysts have recently issued reports on TRV shares. Seaport Research Partners set a $322.00 price objective on shares of Travelers Companies in a research note on Tuesday, May 26th. BMO Capital Markets lowered shares of Travelers Companies from an “outperform” rating to a “market perform” rating and raised their price objective for the stock from $314.00 to $379.00 in a report on Tuesday, July 21st. Cantor Fitzgerald boosted their price objective on shares of Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Piper Sandler raised their price target on shares of Travelers Companies to $340.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Finally, Bank of America boosted their price target on shares of Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a research report on Monday, July 20th. Four research 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 issued a Sell rating to the company. According to data from MarketBeat, Travelers Companies presently has an average rating of “Hold” and an average price target of $354.26.
Get Our Latest Report on TRV
(Free Report)
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.
Recommended Stories Five stocks we like better than Travelers Companies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?
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B. Metzler seel. Sohn & Co. AG acquired a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 18,866 shares of the insurance provider’s stock, valued at approximately $6,228,000.
Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Berman McAleer LLC grew its position in Travelers Companies by 3.5% in the 2nd quarter. Berman McAleer LLC now owns 894 shares of the insurance provider’s stock valued at $295,000 after buying an additional 30 shares during the last quarter. Willner & Heller LLC raised its position in Travelers Companies by 2.7% during the 2nd quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider’s stock worth $398,000 after buying an additional 32 shares during the last quarter. Spinnaker Trust raised its position in Travelers Companies by 1.7% during the 1st quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock worth $565,000 after buying an additional 33 shares during the last quarter. Cim LLC raised its holdings in Travelers Companies by 0.4% during the fourth quarter. Cim LLC now owns 8,145 shares of the insurance provider’s stock worth $2,363,000 after purchasing an additional 34 shares in the last quarter. Finally, Avalon Trust Co boosted its holdings in Travelers Companies by 0.4% in the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock valued at $2,562,000 after purchasing an additional 35 shares in the last quarter. 82.45% of the stock is currently owned by hedge funds and other institutional investors.
Travelers Companies Stock Performance Shares of TRV opened at $363.83 on Friday. The Travelers Companies, Inc. has a 1 year low of $252.26 and a 1 year high of $398.70. The company has a market cap of $75.88 billion, a price-to-earnings ratio of 9.74, a price-to-earnings-growth ratio of 3.46 and a beta of 0.45. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. The firm has a fifty day moving average of $352.28 and a 200-day moving average of $318.12.
Travelers Companies (NYSE:TRV – Get Free Report) last released its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. The business had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The firm’s revenue was up .3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.51 earnings per share. As a group, equities analysts anticipate that The Travelers Companies, Inc. will post 33.82 earnings per share for the current year. Travelers Companies Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be given 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 is presently 13.39%.
Analyst Upgrades and Downgrades A number of research firms have commented on TRV. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of Travelers Companies in a report on Tuesday, July 21st. UBS Group raised their price objective on shares of Travelers Companies from $314.00 to $350.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. Raymond James Financial set a $430.00 target price on shares of Travelers Companies in a research report on Monday, July 20th. Seaport Research Partners set a $322.00 price objective on Travelers Companies in a research note on Tuesday, May 26th. Finally, TD Cowen cut Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target for the company. in a research report on Monday, July 13th. Four research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $354.26.
Check Out Our Latest Research Report on TRV
Insider Buying and Selling In other news, EVP Mojgan M. Lefebvre sold 16,313 shares of Travelers Companies stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $368.38, for a total transaction of $6,009,382.94. Following the sale, the executive vice president directly owned 9,213 shares in the company, valued at approximately $3,393,884.94. The trade was a 63.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Daniel S. Frey sold 14,037 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $368.24, for a total transaction of $5,168,984.88. Following the completion of the transaction, the chief financial officer owned 27,535 shares in the company, valued at approximately $10,139,488.40. This trade represents a 33.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 62,667 shares of company stock worth $22,688,329. Insiders own 1.39% of the company’s stock.
Travelers Companies Profile (Free Report)
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.
Further Reading Five stocks we like better than Travelers Companies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?
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Advisors Capital Management LLC purchased a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 9,342 shares of the insurance provider’s stock, valued at approximately $2,060,000.
Several other hedge funds have also recently bought and sold shares of the company. HHM Wealth Advisors LLC raised its holdings in shares of Travelers Companies by 145.7% in the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after acquiring an additional 51 shares during the last quarter. Whipplewood Advisors LLC purchased a new stake in Travelers Companies in the 1st quarter worth approximately $26,000. LifeSteps Financial Inc. acquired a new position in Travelers Companies in the 2nd quarter valued at $26,000. Kemnay Advisory Services Inc. acquired a new position in Travelers Companies in the 4th quarter valued at $26,000. Finally, Osterweis Capital Management Inc. lifted its stake in shares of Travelers Companies by 1,820.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after purchasing an additional 91 shares during the period. 82.45% of the stock is owned by hedge funds and other institutional investors.
Travelers Companies Trading Down 0.2% Travelers Companies stock opened at $363.83 on Friday. The Travelers Companies, Inc. has a 12-month low of $252.26 and a 12-month high of $398.70. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33. The stock has a market capitalization of $75.88 billion, a PE ratio of 9.74, a price-to-earnings-growth ratio of 3.46 and a beta of 0.45. The firm has a 50 day simple moving average of $352.28 and a 200-day simple moving average of $318.12.
Travelers Companies (NYSE:TRV – Get Free Report) last announced its earnings results on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, topping the consensus estimate of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm had revenue of $12.15 billion for the quarter, compared to analysts’ expectations of $11.26 billion. During the same quarter in the previous year, the company earned $6.51 earnings per share. The firm’s quarterly revenue was up .3% compared to the same quarter last year. As a group, equities research analysts expect that The Travelers Companies, Inc. will post 33.82 EPS for the current fiscal year. Travelers Companies Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be given a $1.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $5.00 annualized dividend and a yield of 1.4%. Travelers Companies’s payout ratio is 13.39%.
Insider Transactions at Travelers Companies In other Travelers Companies news, EVP David Donnay Rowland sold 5,000 shares of the company’s stock in a transaction on Wednesday, July 22nd. The stock was sold at an average price of $371.69, for a total value of $1,858,450.00. Following the transaction, the executive vice president owned 10,479 shares of the company’s stock, valued at approximately $3,894,939.51. This represents a 32.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Daniel S. Frey sold 14,037 shares of the stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $368.24, for a total value of $5,168,984.88. Following the sale, the chief financial officer owned 27,535 shares of the company’s stock, valued at $10,139,488.40. This trade represents a 33.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 62,667 shares of company stock valued at $22,688,329 in the last 90 days. 1.39% of the stock is owned by corporate insiders.
Analyst Upgrades and Downgrades A number of equities analysts have weighed in on TRV shares. Seaport Research Partners set a $322.00 price target on shares of Travelers Companies in a research note on Tuesday, May 26th. Citigroup restated a “market perform” rating on shares of Travelers Companies in a report on Monday, July 20th. Bank of America increased their target price on Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a research report on Monday, July 20th. Raymond James Financial set a $430.00 price target on Travelers Companies in a research report on Monday, July 20th. Finally, Roth Capital upped their price target on Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Four equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, Travelers Companies has a consensus rating of “Hold” and an average target price of $354.26.
Get Our Latest Report on TRV
Travelers Companies Profile (Free Report)
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.
Recommended Stories Five stocks we like better than Travelers Companies Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Cannon Wealth Management Services LLC bought a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,593 shares of the insurance provider’s stock, valued at approximately $572,000.
Several other large investors also recently bought and sold shares of TRV. HHM Wealth Advisors LLC raised its stake in shares of Travelers Companies by 145.7% during the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after buying an additional 51 shares during the last quarter. Whipplewood Advisors LLC purchased a new stake in shares of Travelers Companies in the 1st quarter worth about $26,000. LifeSteps Financial Inc. acquired a new stake in Travelers Companies in the 2nd quarter valued at about $26,000. Kemnay Advisory Services Inc. purchased a new position in Travelers Companies during the 4th quarter valued at about $26,000. Finally, Osterweis Capital Management Inc. increased its holdings in Travelers Companies by 1,820.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after acquiring an additional 91 shares in the last quarter. Institutional investors and hedge funds own 82.45% of the company’s stock.
Travelers Companies Price Performance Shares of NYSE:TRV opened at $364.79 on Friday. The company has a market cap of $76.09 billion, a P/E ratio of 9.77, a P/E/G ratio of 3.44 and a beta of 0.45. The business has a fifty day simple moving average of $351.09 and a 200-day simple moving average of $317.80. The Travelers Companies, Inc. has a 52 week low of $252.26 and a 52 week high of $398.70. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.27.
Travelers Companies (NYSE:TRV – Get Free Report) last released its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping the consensus estimate of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm had revenue of $12.15 billion for the quarter, compared to the consensus estimate of $11.26 billion. During the same period in the prior year, the business posted $6.51 earnings per share. The firm’s revenue for the quarter was up .3% compared to the same quarter last year. Equities research analysts forecast that The Travelers Companies, Inc. will post 33.82 EPS for the current year. Travelers Companies Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio is presently 13.39%.
Wall Street Analysts Forecast Growth Several analysts have issued reports on TRV shares. Zacks Research raised shares of Travelers Companies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Raymond James Financial set a $430.00 price objective on shares of Travelers Companies in a research note on Monday, July 20th. Bank of America lifted their price objective on Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a research report on Monday, July 20th. HSBC upped their target price on Travelers Companies from $321.00 to $351.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Finally, Cantor Fitzgerald raised their price target on Travelers Companies from $335.00 to $360.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Four investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, Travelers Companies currently has a consensus rating of “Hold” and an average target price of $354.26.
View Our Latest Research Report on TRV
Insiders Place Their Bets In related news, EVP David Donnay Rowland sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total transaction of $1,858,450.00. Following the completion of the transaction, the executive vice president owned 10,479 shares of the company’s stock, valued at approximately $3,894,939.51. This represents a 32.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Michael Frederick Klein sold 6,000 shares of the stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $366.09, for a total transaction of $2,196,540.00. Following the transaction, the executive vice president directly owned 45,125 shares in the company, valued at approximately $16,519,811.25. This represents a 11.74% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 62,667 shares of company stock valued at $22,688,329. 1.39% of the stock is currently owned by corporate insiders.
Travelers Companies Profile (Free Report)
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.
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B. Metzler seel. Sohn & Co. AG acquired a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 54,662 shares of the insurance provider’s stock, valued at approximately $12,052,000.
A number of other large investors also recently bought and sold shares of TRV. Vanguard Group Inc. raised its position in shares of Travelers Companies by 0.5% during the 4th quarter. Vanguard Group Inc. now owns 22,109,933 shares of the insurance provider’s stock valued at $6,413,207,000 after acquiring an additional 110,311 shares in the last quarter. BlackRock Inc. bought a new position in Travelers Companies during the second quarter worth $6,915,909,000. State Street Corp boosted its holdings in Travelers Companies by 3.1% in the fourth quarter. State Street Corp now owns 16,000,457 shares of the insurance provider’s stock worth $4,641,093,000 after purchasing an additional 486,861 shares during the period. Morgan Stanley boosted its holdings in Travelers Companies by 2.3% in the fourth quarter. Morgan Stanley now owns 3,793,750 shares of the insurance provider’s stock worth $1,100,416,000 after purchasing an additional 85,298 shares during the period. Finally, Dimensional Fund Advisors LP increased its stake in Travelers Companies by 3.7% during the first 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 during the last quarter. Institutional investors own 82.45% of the company’s stock.
Insider Activity at Travelers Companies In other news, EVP Michael Frederick Klein sold 6,000 shares of the stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $366.09, for a total value of $2,196,540.00. Following the completion of the transaction, the executive vice president owned 45,125 shares of the company’s stock, valued at approximately $16,519,811.25. This represents a 11.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP David Donnay Rowland sold 5,000 shares of the firm’s stock in a transaction on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total value of $1,858,450.00. Following the transaction, the executive vice president directly owned 10,479 shares in the company, valued at $3,894,939.51. This trade represents a 32.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 62,667 shares of company stock valued at $22,688,329. Company insiders own 1.39% of the company’s stock.
Wall Street Analyst Weigh In A number of analysts have weighed in on TRV shares. JPMorgan Chase & Co. raised shares of Travelers Companies from an “underweight” rating to a “neutral” rating and increased their target price for the stock from $316.00 to $322.00 in a report on Tuesday, May 26th. Raymond James Financial set a $430.00 price objective on shares of Travelers Companies in a research report on Monday, July 20th. BMO Capital Markets lowered shares of Travelers Companies from an “outperform” rating to a “market perform” rating and increased their price objective for the stock from $314.00 to $379.00 in a research note on Tuesday, July 21st. Mizuho raised their target price on shares of Travelers Companies from $324.00 to $343.00 and gave the stock a “neutral” rating in a report on Friday, July 24th. Finally, Zacks Research upgraded Travelers Companies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Four equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $354.26. Check Out Our Latest Stock Report on TRV
Travelers Companies Stock Up 0.7% Travelers Companies stock opened at $364.79 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. The Travelers Companies, Inc. has a one year low of $252.26 and a one year high of $398.70. The company has a 50-day simple moving average of $351.09 and a 200-day simple moving average of $317.80. The firm has a market capitalization of $76.09 billion, a P/E ratio of 9.77, a P/E/G ratio of 3.44 and a beta of 0.45.
Travelers Companies (NYSE:TRV – Get Free Report) last issued its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, beating the consensus estimate of $5.41 by $4.63. The firm had revenue of $12.15 billion for the quarter, compared to the consensus estimate of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. Travelers Companies’s quarterly revenue was up .3% compared to the same quarter last year. During the same period last year, the firm posted $6.51 EPS. As a group, equities analysts expect that The Travelers Companies, Inc. will post 33.82 earnings per share for the current year.
Travelers Companies Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s payout ratio is 13.39%.
Travelers Companies Profile (Free Report)
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.
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Key Takeaways Travelers generated $1.68 billion of pre-tax underlying underwriting income in Q2 2026. TRV's underlying combined ratio improved to 84.1% in Q2, reflecting pricing and disciplined underwriting. Net investment income rose 14% year over year, providing a second major earnings engine for Travelers. The Travelers Companies, Inc. (TRV - Free Report) has established strong and relatively consistent underwriting profitability, making underwriting income an important driver of its overall earnings. Its underwriting profitability is supported by disciplined pricing, risk selection and improving claims experience across its insurance businesses.
Travelers' ability to maintain an underlying combined ratio in the mid-80% range reflects disciplined underwriting, pricing adequacy and risk selection. In the second quarter of 2026, Travelers generated $1.68 billion of pre-tax underlying underwriting income, while its underlying combined ratio improved to 84.1% from 84.7% a year earlier. For the first six months of 2026, the underlying combined ratio remained strong at 84.7%, demonstrating that profitability was not solely dependent on lower catastrophe losses. The company has benefited from earned pricing and disciplined underwriting.
Its Personal Insurance, Business Insurance, and Bond & Specialty Insurance businesses diversify its exposure to individual risks. This makes it easier for strong results in one business to offset pressure in another.
Strong underwriting profitability works alongside Travelers' large investment portfolio. In the second quarter of 2026, net investment income increased 14% year over year, providing a second major earnings engine.
Travelers is likely to sustain above-average underwriting profitability because its results are increasingly supported by structural factors like pricing discipline, sophisticated risk selection, expense efficiency, and diversified underwriting, rather than simply favorable catastrophe experience.
Travelers’ strong underwriting profitability provides a durable earnings engine, but investors should monitor claims inflation, catastrophe losses, pricing moderation, and expense trends. The company expects its full-year 2026 underwriting expense ratio to be around 28.5%, indicating continued focus on efficiency.
What About Its Peers?Chubb Limited’s (CB - Free Report) profitable underwriting directly increases its earnings. Chubb Limited benefits from both underwriting income and investment income. Consistent underwriting profits increase the amount of capital Chubb Limited can retain within the business. This supports balance-sheet strength, business expansion and investments in technology, data and AI.
RLI Corp.’s (RLI - Free Report) decentralized underwriting model supports strong underwriting profitability by giving individual business units significant autonomy to assess risks, price policies and select accounts based on specialized expertise. Underwriting profit is a core earnings driver and competitive advantage for RLI because it allows the company to generate profits directly from its insurance operations, rather than relying primarily on investment income.
TRV’s Price PerformanceShares of TRV have gained 31.7% in the past year, outperforming the industry.
Image Source: Zacks Investment Research
TRV’s OvervaluationThe stock is overvalued compared with its industry. It is currently trading at a price-to-book value multiple of 2.28, higher than the industry average of 1.41. It carries a Value Score of B.
Image Source: Zacks Investment Research
Estimate Movement for TRVThe Zacks Consensus Estimate for TRV’s third-quarter and fourth-quarter 2026 EPS has moved up 3% and 2.4%, respectively, in the past 30 days. The same for the full-year 2026 and 2027 EPS has moved up 9.8% and 2.7%, respectively, in the past 30 days.
The consensus estimates for TRV’s 2026 EPS and 2027 revenues indicate a year-over-year increase.
Image Source: Zacks Investment Research
TRV stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Bell & Brown Wealth Advisors LLC bought a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 10,044 shares of the insurance provider’s stock, valued at approximately $2,215,000.
A number of other hedge funds have also bought and sold shares of TRV. HHM Wealth Advisors LLC boosted its position in Travelers Companies by 145.7% in the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Whipplewood Advisors LLC bought a new position in shares of Travelers Companies in the first quarter valued at approximately $26,000. LifeSteps Financial Inc. purchased a new stake in shares of Travelers Companies in the second quarter worth $26,000. Kemnay Advisory Services Inc. bought a new position in shares of Travelers Companies in the fourth quarter worth approximately $26,000. Finally, Osterweis Capital Management Inc. grew its position in Travelers Companies by 1,820.0% in the second quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after acquiring an additional 91 shares in the last quarter. 82.45% of the stock is currently owned by institutional investors.
Insiders Place Their Bets In other Travelers Companies news, EVP Diane Kurtzman sold 4,164 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $386.71, for a total transaction of $1,610,260.44. Following the sale, the executive vice president directly owned 5,298 shares of the company’s stock, valued at $2,048,789.58. The trade was a 44.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the transaction, the executive vice president owned 68,834 shares in the company, valued at $26,638,758. This trade represents a 9.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 62,667 shares of company stock worth $22,688,329. Insiders own 1.39% of the company’s stock.
Travelers Companies Stock Performance NYSE:TRV opened at $362.47 on Thursday. The stock has a 50-day simple moving average of $349.88 and a two-hundred day simple moving average of $317.23. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. The firm has a market capitalization of $75.60 billion, a PE ratio of 9.71, a P/E/G ratio of 3.50 and a beta of 0.45. The Travelers Companies, Inc. has a 52-week low of $252.26 and a 52-week high of $398.70. Travelers Companies (NYSE:TRV – Get Free Report) last released its earnings results 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 net margin of 16.95% and a return on equity of 25.41%. The company had revenue of $12.15 billion for the quarter, compared to analysts’ expectations of $11.26 billion. During the same quarter in the previous year, the company earned $6.51 EPS. Travelers Companies’s revenue for the quarter was up .3% on a year-over-year basis. Analysts forecast that The Travelers Companies, Inc. will post 33.82 EPS for the current year.
Travelers Companies Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s payout ratio is currently 13.39%.
Wall Street Analysts Forecast Growth TRV has been the topic of a number of analyst reports. Piper Sandler lifted their target price on shares of Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Bank of America upped their target price on Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a report on Monday, July 20th. JPMorgan Chase & Co. upgraded Travelers Companies from an “underweight” rating to a “neutral” rating and increased their price objective for the stock from $316.00 to $322.00 in a report on Tuesday, May 26th. The Goldman Sachs Group cut Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 price objective for the company. in a research note on Monday, July 20th. Finally, TD Cowen lowered shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price objective for the company. in a report on Monday, July 13th. Four equities research 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $354.26.
Read Our Latest Stock Analysis on Travelers Companies
Travelers Companies Profile (Free Report)
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.
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BlackRock Inc. bought a new stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 20,949,680 shares of the insurance provider’s stock, valued at approximately $6,915,909,000. BlackRock Inc. owned approximately 10.04% of Travelers Companies at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. HHM Wealth Advisors LLC grew its position in Travelers Companies by 145.7% in the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock valued at $25,000 after purchasing an additional 51 shares during the period. Whipplewood Advisors LLC bought a new position in shares of Travelers Companies in the first quarter valued at $26,000. LifeSteps Financial Inc. acquired a new position in shares of Travelers Companies during the second quarter valued at about $26,000. Kemnay Advisory Services Inc. bought a new stake in shares of Travelers Companies during the fourth quarter worth about $26,000. Finally, Osterweis Capital Management Inc. raised its holdings in shares of Travelers Companies by 1,820.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after acquiring an additional 91 shares during the last quarter. 82.45% of the stock is owned by institutional investors and hedge funds.
Insider Activity at Travelers Companies
In other Travelers Companies news, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the sale, the executive vice president owned 68,834 shares of the company’s stock, valued at approximately $26,638,758. This trade represents a 9.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Daniel S. Frey sold 14,037 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $368.24, for a total transaction of $5,168,984.88. Following the completion of the sale, the chief financial officer owned 27,535 shares in the company, valued at $10,139,488.40. This represents a 33.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 62,667 shares of company stock worth $22,688,329 over the last quarter. Corporate insiders own 1.39% of the company’s stock.
Analysts Set New Price Targets
Several equities research analysts have recently issued reports on the stock. Truist Financial raised their price target on shares of Travelers Companies from $395.00 to $425.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. Bank of America increased their price objective on Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a report on Monday, July 20th. HSBC raised their target price on Travelers Companies from $321.00 to $351.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Evercore set a $329.00 target price on Travelers Companies and gave the company an “in-line” rating in a research note on Friday, July 10th. Finally, Weiss Ratings reaffirmed a “buy (a-)” rating on shares of Travelers Companies in a research report on Wednesday, August 5th. Four equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat, Travelers Companies currently has a consensus rating of “Hold” and an average price target of $354.26.
Read Our Latest Stock Analysis on TRV
Travelers Companies Stock Performance
Shares of TRV stock opened at $364.50 on Tuesday. The company’s fifty day moving average price is $347.35 and its 200-day moving average price is $316.08. The stock has a market cap of $76.03 billion, a PE ratio of 9.76, a price-to-earnings-growth ratio of 3.52 and a beta of 0.45. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.27. The Travelers Companies, Inc. has a 12 month low of $252.26 and a 12 month high of $398.70.
Travelers Companies (NYSE:TRV – Get Free Report) last released its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. During the same quarter last year, the business posted $6.51 earnings per share. The firm’s revenue was up .3% on a year-over-year basis. On average, equities analysts expect that The Travelers Companies, Inc. will post 33.82 EPS for the current fiscal year.
Travelers Companies Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be issued a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio is currently 13.39%.
Travelers Companies Company Profile
(Free Report)
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.
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Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Barden Capital Management Inc. bought a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 3,573 shares of the insurance provider’s stock, valued at approximately $1,180,000. Travelers Companies makes up 1.1% of Barden Capital Management Inc.’s portfolio, making the stock its 19th biggest holding.
A number of other large investors have also bought and sold shares of TRV. Vanguard Group Inc. lifted its stake in Travelers Companies by 0.5% in the fourth quarter. Vanguard Group Inc. now owns 22,109,933 shares of the insurance provider’s stock valued at $6,413,207,000 after buying an additional 110,311 shares during the period. State Street Corp raised its holdings in Travelers Companies by 3.1% in the fourth quarter. State Street Corp now owns 16,000,457 shares of the insurance provider’s stock worth $4,641,093,000 after purchasing an additional 486,861 shares during the period. Morgan Stanley raised its holdings in Travelers Companies by 2.3% in the fourth quarter. Morgan Stanley now owns 3,793,750 shares of the insurance provider’s stock worth $1,100,416,000 after purchasing an additional 85,298 shares during the period. Dimensional Fund Advisors LP boosted its position in shares of Travelers Companies by 3.7% during the first quarter. Dimensional Fund Advisors LP now owns 3,484,676 shares of the insurance provider’s stock worth $1,016,433,000 after purchasing an additional 123,564 shares in the last quarter. Finally, Norges Bank bought a new position in shares of Travelers Companies during the fourth quarter worth $723,339,000. 82.45% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades Several research analysts have weighed in on the company. Mizuho lifted their target price on Travelers Companies from $324.00 to $343.00 and gave the stock a “neutral” rating in a report on Friday, July 24th. Seaport Research Partners set a $322.00 price target on Travelers Companies in a report on Tuesday, May 26th. Raymond James Financial set a $430.00 price objective on Travelers Companies in a research report on Monday, July 20th. Barclays increased their target price on Travelers Companies from $295.00 to $318.00 and gave the stock an “underweight” rating in a research note on Tuesday, July 21st. Finally, Roth Capital lifted their price target on shares of Travelers Companies from $345.00 to $425.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Four analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, Travelers Companies has an average rating of “Hold” and a consensus price target of $354.26.
Read Our Latest Report on Travelers Companies
Travelers Companies Stock Performance NYSE TRV opened at $370.49 on Monday. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.27. The firm’s fifty day moving average price is $345.99 and its two-hundred day moving average price is $315.49. The Travelers Companies, Inc. has a 1 year low of $252.26 and a 1 year high of $398.70. The firm has a market capitalization of $77.27 billion, a P/E ratio of 9.92, a price-to-earnings-growth ratio of 3.52 and a beta of 0.45.
Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. The firm had revenue of $12.15 billion for the quarter, compared to the consensus estimate of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The business’s revenue was up .3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.51 earnings per share. As a group, research analysts anticipate that The Travelers Companies, Inc. will post 33.82 EPS for the current year.
Travelers Companies Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a dividend of $1.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.3%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.39%.
Insider Buying and Selling In other news, EVP Diane Kurtzman sold 4,164 shares of the company’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $386.71, for a total transaction of $1,610,260.44. Following the completion of the sale, the executive vice president directly owned 5,298 shares in the company, valued at approximately $2,048,789.58. This represents a 44.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP David Donnay Rowland sold 5,000 shares of the company’s stock in a transaction dated Wednesday, July 22nd. The stock was sold at an average price of $371.69, for a total transaction of $1,858,450.00. Following the sale, the executive vice president directly owned 10,479 shares of the company’s stock, valued at $3,894,939.51. This represents a 32.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 62,667 shares of company stock valued at $22,688,329 in the last 90 days. 1.39% of the stock is currently owned by corporate insiders.
About Travelers Companies (Free Report)
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.
See Also Five stocks we like better than Travelers Companies The Metals Company’s Big Bet Now Comes Down to a License OneSpaWorld Keeps Turning Cruise Demand Into Record Earnings Meta and Tesla Are Rebounding From Oversold Levels—Now What? AMG’s Alternatives Boom Powers Record Growth Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Key Takeaways Travelers benefits from disciplined underwriting, record new business and solid renewal premium change. TRV expects investment income to grow as its portfolio expands and reinvestment yields remain elevated. TRV invests more than $1.5 billion annually in technology, including AI, pricing and digital platforms. Shares of The Travelers Companies, Inc. (TRV - Free Report) have gained 39.5% in the past year, outperforming the industry, the Finance sector and the Zacks S&P 500 composite’s growth of 8.2%, 13.4% and 21.8%, respectively.
The insurer has a market capitalization of $78.34 billion. The average volume of shares traded in the last three months was 1.9 million.
Image Source: Zacks Investment Research
TRV Trading Above 50-Day and 200-Day Moving AveragesShares of Travelers closed at $375.61 on Tuesday and are trading above the 50-day and 200-day simple moving averages (SMA) of $340.08 and $304.19, respectively, indicating solid upward momentum. SMA is a widely used technical analysis tool to predict future price trends by analyzing historical price data.
TRV Shares are AffordableIts shares are trading at a discount to the Zacks Property and Casualty Insurance industry. Its price-to-book value of 2.37X is lower than the industry average of 17.2X, the Finance sector’s 4.5X and the Zacks S&P 500 Composite’s 7.34X
The company has a Value Score of B. This style score helps find the most attractive value stocks.
Image Source: Zacks Investment Research
Shares of other insurers like The Allstate Corporation (ALL - Free Report) , W.R. Berkley Corporation (WRB - Free Report) and The Progressive Corporation (PGR - Free Report) are also trading at a multiple higher than the industry average.
TRV’s Growth Projection EncouragesThe Zacks Consensus Estimate for Travelers’ 2026 earnings per share indicates a year-over-year increase of 22.5%. The consensus estimate for 2027 revenues indicates an increase of 2.9% from the corresponding 2026 estimates. Travelers beat earnings estimates in each of the past four quarters, with an average surprise of 41.68%.
Optimist Analyst Sentiment on TRVEach of the 17 analysts covering the stock has raised estimates for 2026, and 13 of the 16 analysts have raised the same for 2027 over the past 30 days. Thus, the Zacks Consensus Estimate for 2026 and 2027 earnings has moved up 19.4% and 5.2%, respectively, in the past 30 days.
Travelers’ Favorable Return on CapitalReturn on equity (ROE) for the trailing 12 months was 25.4%, which compared favorably with the industry’s 7.7%. This reflects its efficiency in utilizing shareholders’ funds. Sustained operational excellence helped generate double-digit core ROE in nine out of the last 10 years. Travelers aims to generate mid-teens core ROE over time.
Also, return on invested capital (ROIC) has been increasing over the last few quarters as the company raised its capital investment over the same time frame. This reflects TRV’s efficiency in utilizing funds to generate income. ROIC in the trailing 12 months was 15.6%, better than the industry average of 5.8%.
Factors Favoring TravelersTravelers is benefiting from strong underwriting discipline and healthy performance in its Business Insurance segment, which remains a key long-term growth driver. Renewal premium change remained solid, while record new business and double-digit pricing in key commercial lines reflect strong execution and market share gains. Strong underwriting profitability, disciplined risk management and improving Personal Insurance margins continue to support earnings growth and margin stability for TRV.
Travelers’ investment results continue to be primarily driven by strong, reliable returns from its growing fixed-income portfolio and higher returns from its non-fixed-income portfolio. Management continues to expect fixed income net investment income of about $840 million after tax in the third quarter and roughly $870 million in the fourth quarter. It also expects fixed income earnings to grow beyond 2026 as the portfolio expands and reinvestment yields remain above the embedded rate.
Travelers continues to invest heavily in technology to improve underwriting, claims and distribution partner experience. Management indicated that it invests more than $1.5 billion annually in technology, including an AI strategy, while pursuing ongoing upgrades to pricing models and field tools. New product enhancements and digital platforms such as TRAVIS and TCAP are helping drive market share gains and stronger distribution relationships.
Risks for TRVExposure to catastrophe events, primarily from severe wind and hail storms and winter storms across multiple states, remains a recurring source of underwriting variability for property and casualty insurers. Management continues to describe weather-related severity as an ongoing feature of the loss environment, which can drive quarter-over-quarter earnings swings and complicate near-term margin expectations.
Rising reinsurance costs can reduce earnings and constrain underwriting flexibility, particularly after periods of elevated global catastrophe activity.
Higher repair costs and other inflation-linked inputs can lift claims severity in both auto and homeowners lines and challenge pricing and retention.
ConclusionStrong underwriting, healthy premium growth, rising investment income and sustained pricing strength bode well for future earnings growth. However, catastrophe losses, rising reinsurance costs and inflation-driven claims severity remain the key concerns.
TRV has a track record of 22 consecutive years of dividend increases, with a compound annual growth rate of 8% over that period. Its current dividend yield of nearly 2% is much better than the industry average of 0.3%, making it an attractive pick for yield-seeking investors.
Coupled with an impressive dividend history, solid growth projections, favorable return on capital and optimistic analyst sentiment, the time appears right for potential investors to bet on this Zacks Rank #1 (Strong Buy) insurer. You can see the complete list of today’s Zacks #1 Rank stocks here.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Travelers (TRV - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Travelers currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if TRV is a promising momentum pick, let's examine some Momentum Style elements to see if this insurer holds up.
A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For TRV, shares are up 2.66% over the past week while the Zacks Insurance - Property and Casualty industry is up 1.03% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 13.39% compares favorably with the industry's 3.11% performance as well.
Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of Travelers have risen 28.21%, and are up 45.09% in the last year. On the other hand, the S&P 500 has only moved 5.95% and 23.52%, respectively.
Investors should also pay attention to TRV's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. TRV is currently averaging 2,197,207 shares for the last 20 days.
Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with TRV.
Over the past two months, 16 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost TRV's consensus estimate, increasing from $28.00 to $33.82 in the past 60 days. Looking at the next fiscal year, 12 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineTaking into account all of these elements, it should come as no surprise that TRV is a #1 (Strong Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Travelers on your short list.
“Travelers Across America” initiative brings partners together to focus on community resilience at the historic Oliver Kelley Farm
HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) and the National Trust for Historic Preservation today celebrated the fourth event of their national preservation and community resilience campaign, Travelers Across America, in Elk River, Minnesota. The initiative, which focuses on restoring landmarks and strengthening community resilience in honor of America’s 250th, hosted a volunteer day at Oliver Kelley Farm featuring hands-on stewardship projects led by Travelers employees. The event was supported by the Minnesota Historical Society and the National Trust’s Hands-on Preservation Experience (HOPE) Crew, which equips young people with the vital skills needed to protect historic sites across the country.
Established in 1850, the Oliver Kelley Farm is a National Historic Landmark that immerses visitors in 19th-century farm life, showcasing the early rural resilience and cooperative spirit of the 1800s frontier. As the farm and surrounding areas face increasing risk from tornadoes, hail and severe storms, the site’s long-term viability is threatened by potential water and weather damage. In support of an ongoing restoration project, Travelers and the National Trust provided a grant to fund the replacement of the farmhouse’s hail-damaged roof with a historically appropriate, weather-resilient design.
“Historic sites like the Oliver Kelley Farm aren’t just windows into our past – they can be models for our future,” said Janice Brunner, Head of Civic Engagement and Corporate Affairs at Travelers. “Through our collaboration with the National Trust and the local community, we’re demonstrating that thoughtful, targeted investments in resilience can be replicated across communities nationwide, helping protect the landmarks and neighborhoods most vulnerable to severe weather.”
“Our partnership with Travelers has enabled us to support irreplaceable historic sites like the Oliver Kelley Farm from the growing threats of severe weather events,” said Brent Leggs, President and CEO of the National Trust for Historic Preservation. “By involving the local community and our hands-on preservation initiative, HOPE Crew, we not only restore an iconic piece of America’s agricultural heritage but also empower a new generation of preservationists.”
“The Oliver Kelley Farm holds deep significance in our nation’s agricultural history,” said Oliver Kelley Site Manager Matt Eidem. “For decades, the site has provided an immersive educational experience for students and families. We are grateful for this investment so we can preserve this historic landmark for the next generation.”
The project at Oliver Kelley Farm is one of four historic locations to receive resilience funding through the Travelers Across America initiative. Previous investments included fortifying historic homes against hurricanes for low- and moderate-income homeowners in New Orleans, providing fire-adapted landscaping at the Eames House in Los Angeles, and installing climate-resilient floating docks to combat sea-level rise at the Mystic Seaport Museum in Connecticut.
About Travelers
The Travelers Companies, Inc. (NYSE: TRV) is a leading provider of property casualty insurance for auto, home and business. A component of the Dow Jones Industrial Average, Travelers has more than 30,000 employees and generated revenues of nearly $49 billion in 2025. For more information, visit Travelers.com.
About the National Trust for Historic Preservation
The National Trust for Historic Preservation is a privately funded nonprofit organization dedicated to helping communities maintain and enhance the power of historic places. Chartered by Congress in 1949 and supported by partners, friends and champions nationwide, the organization helps preserve the places and stories that make communities unique. Through the stewardship and revitalization of historic sites, the National Trust for Historic Preservation helps communities foster economic growth, create healthier environments and build a stronger, shared sense of civic duty and belonging. For more information, visit Savingplaces.org.
Key Takeaways FIX cites AI-driven HVAC demand, a record backlog and strong 2026 same-store growth guidance.GS posted strong Q2 2026 revenue growth and is expanding private credit to diversify revenue streams.VRT, STX and TRV are backed by AI infrastructure, storage demand and disciplined insurance performance. July was mixed for U.S. stock markets as volatility reappeared on Wall Street. Investors were scared that the Fed may hike the benchmark lending rate at least once this year by 25 basis points. The intensified war between the United States and Iran also aggravated the situation.
The AI-trade suffered the most due to the company’s extremely high valuations and concerns about AI hyperscalers’ ability to monetize their gigantic capex anytime soon. The S&P 500 and the Nasdaq Composite fell 0.1% and 3.2%, respectively, while the Dow managed to gain 0.3%.
Despite the headwinds, we have narrowed our search to five stocks with a favorable Zacks Rank that are expected to maintain their momentum in August, too. These are: Comfort Systems USA Inc. (FIX - Free Report) , The Goldman Sachs Group Inc. (GS - Free Report) , Vertiv Holdings Co. (VRT - Free Report) , Seagate Technology Holdings plc (STX - Free Report) and The Travelers Companies Inc. (TRV - Free Report) .
Each of the stocks sports a Zacks Rank #1 (Strong Buy) at present and has a Zacks Momentum Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our five picks in the past month.
Image Source: Zacks Investment Research
Comfort Systems USA Inc.Comfort Systems operates primarily in the commercial and industrial heating, ventilation and air conditioning (HVAC) markets. The data center boom, driven by AI, cloud computing, and high-performance computing, is fueling demand for specialized HVAC solutions from FIX.
Cooling systems for these facilities should deliver precise and reliable performance, prompting investments in advanced technologies such as liquid cooling and modular units. This segment is becoming a significant growth driver for FIX, offering high-margin growth and attracting M&A activity. HVAC firms with capabilities in precision cooling and energy-efficient infrastructure are well-positioned to capture share in this fast-expanding niche.
Comfort Systems highlighted continued strength in data center construction, while industrial customers remained the primary growth engine. Management expects faster same-store growth for 2026 and additional modular capacity by late summer 2027.
Backlog as of June 30, 2026, totaled $14.06 billion, increasing 12.9% from $12.45 billion at March 31, 2026, and jumping 73.2% from $8.12 billion reported a year ago. On a same-store basis, backlog climbed to $13.70 billion from $8.12 billion in the year-ago period. FIX guided 2026 same-store revenue growth in the mid- to high-30% range, alongside capital spending of about 5% of revenue.
For 2026, the Zacks Consensus Estimate currently shows revenues of $12.43 billion, suggesting an improvement of 36.6% year over year and earnings per share of $45.48, indicating an increase of 57.5% year over year. The Zacks Consensus Estimate for the current year has improved 5.5% in the last seven days.
The Goldman Sachs Group Inc.Goldman Sachs’ second-quarter 2026 results benefited from strong revenue growth in Global Banking & Markets and Asset & Wealth Management. GS’ strong capital and liquidity position aids shareholder returns, including a recent 11% dividend hike post-clearing 2026 Fed stress.
GS is prioritizing durable revenue streams, with improving deal activity and a strong investment banking backlog supporting advisory and fee-income growth. Its private credit expansion is expected to diversify revenue and drive long-term growth.
Goldman Sachs has an expected revenue and earnings growth rate of 19.4% and 34.2%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.1% over the last seven days.
Vertiv Holdings Co.Vertiv has been benefiting from demand for AI infrastructure, expanding data center complexity and continued investment in capacity and technology. Management emphasized that AI and general compute demand are driving larger and more infrastructure-intensive deployments. VRT’s power, cooling and services portfolio positions it to support next-generation data center expansion.
VRT is focused on evolving power architectures as AI workloads require greater density. The company is developing solutions supporting multiple architectures, including 800-volt DC systems, while continuing to serve traditional AC-based deployments.
Vertiv is working with NVIDIA Corp. (NVDA) and VisionBay AI on AI data center deployments in Taiwan, including power, thermal and services solutions for NVIDIA GB300 systems. VRT said that these projects demonstrate demand for higher-density infrastructure.
Vertiv also emphasized thermal management capabilities, including liquid cooling and closed-loop cooling systems designed to reduce water usage in data center operations. Management said that these solutions expand its differentiation in long-term infrastructure services.
Vertiv has an expected revenue and earnings growth rate of 36.4% and 58.1%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 3.6% in the last seven days.
Seagate Technology Holdings plcSeagate is benefiting from a shift in AI workloads from short-lived compute jobs to persistent data reuse. Inference, agentic applications, robotics and autonomous systems all create reasons to retain historical, video and sensor data. That supports a tiered storage model in which cost-efficient hard drives remain central.
STX’s AI workloads expand the need for persistent data. AI systems need context. In agentic applications, key-value cache data can be retained and reused across interactions, reducing the need to recompute information already generated. That dynamic is showing up in demand.
Seagate’s Mozaic 4 platform can support drives of up to 44 terabytes and is ramping with the two largest global cloud service providers. Mozaic 5, a five-plus-terabyte-per-disk platform, is scheduled for qualification shipments in late calendar 2027. STX has also pointed to a 50-terabyte drive as the next step after Mozaic 4.
Seagate has an expected revenue and earnings growth rate of 52.8% and more than 100%, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 21.6% over the last seven days.
The Travelers Companies Inc.The Travelers combines broad commercial and personal insurance franchises with disciplined underwriting, rising investment income and sustained capital returns. Second-quarter 2026 results reinforced the durability of TRV’s earnings base, as underlying margins remained attractive.
Moreover, catastrophe losses declined and favorable reserve development supported results across all segments. Technology investment, pricing segmentation and a high-quality fixed-income portfolio should aid TRV’s long-term returns over time.
Travelers’ growing fixed-income portfolio provides an increasingly predictable earnings contribution. After-tax net investment income rose 14% to $883 million in the second quarter, reflecting TRV’s higher portfolio yields, growth in invested assets and better non-fixed income returns. New money yields were about 90 basis points above the portfolio’s embedded yield at quarter-end.
TRV expects its full-year 2026 underwriting expense ratio to be approximately 28.5%. Management also emphasized that strong earnings, cash flow and capital generation continue to support investments in technology, including artificial intelligence, while maintaining significant capital returns to its shareholders.
Travelers has an expected revenue and earnings growth rate of -0.1% and 21.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.9% over the last seven days.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Travelers (TRV - Free Report) Established in 1853 and is based in New York, NY, The Travelers Companies Inc., a holding company, is principally engaged, through its subsidiaries, in providing a wide variety of property and casualty insurance and surety products and services to businesses, organizations and individuals in the United States. and select international markets.
TRV is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Finance stock. TRV has a Momentum Style Score of A, and shares are up 9.4% over the past four weeks.
For fiscal 2026, 15 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $5.47 to $33.47 per share. TRV boasts an average earnings surprise of +41.7%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TRV should be on investors' short list.
Bank of America Corp DE lessened its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 4.3% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,420,104 shares of the insurance provider’s stock after selling 152,112 shares during the period. Bank of America Corp DE owned 1.61% of Travelers Companies worth $997,576,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently made changes to their positions in TRV. Vanguard Group Inc. raised its position in Travelers Companies by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 22,109,933 shares of the insurance provider’s stock worth $6,413,207,000 after purchasing an additional 110,311 shares during the last quarter. State Street Corp boosted its position in Travelers Companies by 3.1% in the 4th quarter. State Street Corp now owns 16,000,457 shares of the insurance provider’s stock valued at $4,641,093,000 after buying an additional 486,861 shares during the last quarter. Morgan Stanley increased its stake in shares of Travelers Companies by 2.3% in the 4th quarter. Morgan Stanley now owns 3,793,750 shares of the insurance provider’s stock valued at $1,100,416,000 after buying an additional 85,298 shares during the period. Dimensional Fund Advisors LP raised its position in shares of Travelers Companies by 3.7% during the first quarter. Dimensional Fund Advisors LP now owns 3,484,676 shares of the insurance provider’s stock worth $1,016,433,000 after acquiring an additional 123,564 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Travelers Companies during the fourth quarter valued at $723,339,000. 82.45% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth Several equities analysts recently weighed in on TRV shares. Weiss Ratings restated a “buy (a-)” rating on shares of Travelers Companies in a report on Friday, May 8th. JPMorgan Chase & Co. raised shares of Travelers Companies from an “underweight” rating to a “neutral” rating and lifted their target price for the stock from $316.00 to $322.00 in a report on Tuesday, May 26th. Roth Capital increased their price target on Travelers Companies from $345.00 to $425.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. HSBC raised their price target on Travelers Companies from $321.00 to $351.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Finally, The Goldman Sachs Group cut Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 price objective for the company. in a research note on Monday, July 20th. Four investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, Travelers Companies has an average rating of “Hold” and an average target price of $354.26.
Read Our Latest Analysis on TRV
Travelers Companies Price Performance TRV opened at $374.88 on Friday. The stock has a market cap of $78.19 billion, a P/E ratio of 10.04, a P/E/G ratio of 3.61 and a beta of 0.46. The Travelers Companies, Inc. has a 12 month low of $252.26 and a 12 month high of $398.70. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.27. The company has a fifty day simple moving average of $329.97 and a 200 day simple moving average of $308.01.
Travelers Companies (NYSE:TRV – Get Free Report) last posted its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping the consensus estimate of $5.41 by $4.63. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. During the same period in the previous year, the company posted $6.51 earnings per share. The company’s revenue for the quarter was up .3% on a year-over-year basis. On average, research analysts expect that The Travelers Companies, Inc. will post 33.47 EPS for the current year.
Travelers Companies Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio is 13.39%.
Insider Activity at Travelers Companies In other Travelers Companies news, EVP Daniel Tei-Hwa Yin sold 7,153 shares of the stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the completion of the transaction, the executive vice president owned 68,834 shares in the company, valued at approximately $26,638,758. This represents a 9.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP David Donnay Rowland sold 5,000 shares of the business’s stock in a transaction dated Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total value of $1,858,450.00. Following the completion of the sale, the executive vice president owned 10,479 shares in the company, valued at approximately $3,894,939.51. This trade represents a 32.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 62,667 shares of company stock valued at $22,688,329 over the last three months. Insiders own 1.39% of the company’s stock.
About Travelers Companies (Free Report)
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.
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For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Travelers (TRV - Free Report) Established in 1853 and is based in New York, NY, The Travelers Companies Inc., a holding company, is principally engaged, through its subsidiaries, in providing a wide variety of property and casualty insurance and surety products and services to businesses, organizations and individuals in the United States. and select international markets.
TRV is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.23; value investors should take notice.
For fiscal 2026, 15 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $5.47 to $33.47 per share. TRV boasts an average earnings surprise of +41.7%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, TRV should be on investors' short list.
Five trailblazing small businesses selected from more than 6,500 applications to receive funding, mentorship and resources
, /PRNewswire/ -- Simply Business, the leading digital marketplace for small business insurance, and Sky's the Limit, a digital business accelerator for early-stage entrepreneurs, today announced five winners and an additional 20 finalists of the 2026 Big Dreams Grant. The grant is a part of Simply Business's global Big Dreams Project, which aims to help 10,000 small businesses start or scale by 2030.
After reviewing more than 6,500 applications from across the United States, five standout businesses were selected for their community impact, potential to scale, and clear, strategic plans.
The Big Dreams Grant Winners
BirdieBlue is a Vermont-based sustainable outdoor adventure brand that upcycles hard-to-recycle outdoor gear into premium, American-made bags. KneadED NEO LLC is an Ohio-based worker-owned cooperative bakery and shared commercial kitchen space designed to empower aspiring local food entrepreneurs. Rise & Ritual is a Pennsylvania-based tea house and apothecary that blends plant medicine with preventative care. Select Auto Parts & Sales is a Wisconsin-based indoor salvage facility that services over 400 repair shops while offering community workforce training. Stereotype Co is a New York-based lifestyle brand and creative agency that empowers New York City public school students to design, manufacture, and launch merchandise-driven businesses directly from their classrooms. "These entrepreneurs show us exactly what is possible when passion and commitment meet a big dream," said Samantha Roady, U.S. CEO of Simply Business. "We are proud to support them as they build strong, lasting businesses."
Boosting Small Business Growth
"The first thing I'm going to do with this grant is to hire someone who can do outreach," said Dave Nudelman, founder of Stereotype Co., "Right now, I'm doing everything. I'm doing the sales calls. I'm doing the zooms. On top of this, I'm in the schools throughout the week to run the programs and I'm preparing all of the orders for the projects. Yes, it's been fun and given me a good workout, but I feel the burn from it."
His experience reflects a common challenge. According to a 2026 Simply Business survey, 80% of small business owners reported spending significant hours on tasks like administration and finance rather than focusing on growth. Simply Business and Sky's the Limit designed this year's grant package specifically to counter those operational bottlenecks.
"A strong support system helps a small business endure," said Bo Ghirardelli, CEO and Co-founder of Sky's the Limit. "We're excited to welcome the finalists into our vibrant entrepreneur community and equip them with our Launchpad program, including mentorship and software tools to help secure long-term success."
For business owners on the ground, that sense of community isn't just a perk – it's essential for survival.
"Be in the community. Don't do this alone. It can be a lonely thing to be a business owner," said Natasha Broxton, owner of Select Auto Parts. "Talk about your business. Share your journey. You never know who might have a resource or solution that you don't even know about. There are so many people inside and outside the community who want you to succeed."
About the Big Dreams Grant 2026 Program
Direct Funding: Five winners will each receive $5,000 to fuel their next stage of growth. Mentorship and Training: Winners and finalists will join Sky's the Limit's business accelerator and mentorship program, receiving strategic guidance from experienced business leaders. Tools and Systems: Winners and finalists will gain access to Sky's the Limit's Launchpad platform, a suite of tools to streamline operations, automate workflows and focus on revenue growth. For more information on the winners and finalists, please visit https://www.simplybusiness.com/campaign/bigdreamsgrant/.
About Simply Business
Simply Business helps small businesses compare quotes and buy insurance from leading carriers in minutes and manage their coverage all in one place. The company is dedicated to making small business insurance simple and accessible by offering transparency, choice and value. Simply Business's product offerings include general liability, professional liability, business owner's policies, workers compensation, cyber insurance and more.
An insurtech pioneer, Simply Business has 20 years of experience supporting the needs of small businesses, with over one million active customers. Founded in the UK in 2005, Simply Business launched its U.S. operations in 2017. Simply Business is a subsidiary of The Travelers Companies, Inc. (NYSE: TRV).
About Sky's the Limit
Sky's the Limit is a nonprofit digital business accelerator that helps early-stage, underestimated entrepreneurs gain traction, generate revenue and build scalable businesses through mentorship, community, startup grants, and hands-on execution support. For more information, visit https://www.skysthelimit.org.
The Travelers Companies, Inc. (NYSE: [url="]TRV[/url]) today announced that Travelers Synergy â its product liability insurance offering for life sciences c
HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) today announced that Travelers Synergy® – its product liability insurance offering for life sciences companies – is now available in California, completing its rollout across all 50 states. What Travelers Synergy Covers Travelers Synergy is designed to protect life sciences companies against product-related claims at any point in the product development life cycle – from research and development through manufacturing an.
Bank of Nova Scotia cut its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 19.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 77,706 shares of the insurance provider’s stock after selling 19,217 shares during the quarter. Bank of Nova Scotia’s holdings in Travelers Companies were worth $22,666,000 at the end of the most recent reporting period.
Several other hedge funds have also recently added to or reduced their stakes in TRV. Sei Investments Co. boosted its position in shares of Travelers Companies by 8.2% during the 1st quarter. Sei Investments Co. now owns 173,964 shares of the insurance provider’s stock worth $50,746,000 after acquiring an additional 13,126 shares in the last quarter. MWA Asset Management increased its stake in Travelers Companies by 8.8% in the first quarter. MWA Asset Management now owns 4,374 shares of the insurance provider’s stock valued at $1,277,000 after purchasing an additional 352 shares during the last quarter. Lido Advisors LLC raised its holdings in Travelers Companies by 9.4% during the first quarter. Lido Advisors LLC now owns 17,324 shares of the insurance provider’s stock worth $5,054,000 after purchasing an additional 1,484 shares in the last quarter. State of Wyoming raised its holdings in Travelers Companies by 42.7% during the first quarter. State of Wyoming now owns 2,185 shares of the insurance provider’s stock worth $637,000 after purchasing an additional 654 shares in the last quarter. Finally, First Citizens Bank & Trust Co. purchased a new stake in shares of Travelers Companies during the 1st quarter worth approximately $228,000. Institutional investors and hedge funds own 82.45% of the company’s stock.
Insider Buying and Selling at Travelers Companies In other news, Vice Chairman William H. Heyman sold 1,557 shares of the business’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $310.64, for a total transaction of $483,666.48. Following the transaction, the insider directly owned 259,590 shares in the company, valued at $80,639,037.60. The trade was a 0.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Avrohom J. Kess sold 6,735 shares of the stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the transaction, the insider directly owned 48,737 shares of the company’s stock, valued at $15,049,010.86. This represents a 12.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 18,292 shares of company stock valued at $5,639,800. 1.39% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades TRV has been the topic of a number of recent analyst reports. HSBC increased their target price on shares of Travelers Companies from $321.00 to $351.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Cantor Fitzgerald upped their price objective on shares of Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Bank of America raised their price objective on Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a report on Monday, July 20th. Wells Fargo & Company lifted their target price on Travelers Companies from $295.00 to $334.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 9th. Finally, UBS Group boosted their target price on Travelers Companies from $314.00 to $350.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Three equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat, Travelers Companies has a consensus rating of “Hold” and an average price target of $354.26.
Check Out Our Latest Stock Report on Travelers Companies
Key Stories Impacting Travelers Companies Here are the key news stories impacting Travelers Companies this week:
Positive Sentiment: Analyst coverage remained constructive, with Morgan Stanley and other firms highlighting potential upside, while a recent Zacks note said Travelers’ shares hit a 52-week high and questioned whether the run can continue. Morgan Stanley Forecasts Strong Price Appreciation for Travelers Companies (NYSE:TRV) Stock The Travelers Companies, Inc. (TRV) Hit a 52 Week High, Can the Run Continue? Positive Sentiment: AM Best assigned an “a+” issue credit rating with a stable outlook to Travelers’ new $750 million senior unsecured notes, signaling confidence in the company’s credit quality and access to capital. AM Best Assigns Issue Credit Rating to The Travelers Companies, Inc. New Senior Unsecured Notes Positive Sentiment: Travelers priced $750 million of 4.95% senior notes due 2031, which adds funding for general corporate purposes and appears manageable given the company’s strong balance sheet. Travelers Companies Prices $750 Million Senior Notes Offering Neutral Sentiment: Mizuho raised its price target to $343 from $324 but kept a neutral rating, suggesting the stock may have already moved ahead of near-term fundamentals. Mizuho price target update Negative Sentiment: Reports that several top Travelers executives sold company stock could weigh on sentiment, even if the transactions were routine. Top Travelers Executives Quietly Unload Millions in Company Stock Negative Sentiment: Deutsche Bank and UBS both reiterated hold-type views, reinforcing that some analysts see limited upside after the recent rally. Deutsche Bank Sticks to Its Hold Rating for Travelers Companies (TRV) UBS Releases a Hold Rating on Travelers Companies (TRV) Travelers Companies Stock Performance Shares of TRV stock opened at $387.42 on Friday. The stock has a market capitalization of $80.80 billion, a PE ratio of 10.38, a price-to-earnings-growth ratio of 3.87 and a beta of 0.46. The Travelers Companies, Inc. has a 52-week low of $252.26 and a 52-week high of $389.11. The stock’s 50-day moving average price is $322.06 and its 200 day moving average price is $304.48. The company has a quick ratio of 0.35, a current ratio of 0.33 and a debt-to-equity ratio of 0.27.
Travelers Companies (NYSE:TRV – Get Free Report) last posted its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. The company had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The firm’s revenue for the quarter was up .3% on a year-over-year basis. During the same period last year, the firm earned $6.51 EPS. As a group, equities research analysts forecast that The Travelers Companies, Inc. will post 32.49 EPS for the current year.
Travelers Companies Announces Dividend 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 given a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio (DPR) is 13.39%.
About Travelers Companies (Free Report)
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.
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OLDWICK, N.J.--(BUSINESS WIRE)--AM Best has assigned a Long-Term Issue Credit Rating of “a+” (Excellent) to $750 million 4.95% senior unsecured notes, due July 2031, issued by the Travelers Companies, Inc. (Travelers) (headquartered in New York, NY). The outlook assigned to this Credit Rating (rating) is stable. The net proceeds of the issuance are expected to be used for general corporate purposes. Through second-quarter 2026, Travelers' financial leverage ratio is 21.4%, as calculated by AM B.
Arrowstreet Capital Limited Partnership grew its holdings in shares of The Travelers Companies, Inc. (NYSE: TRV) by 6.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 821,884 shares of the insurance provider's stock after buying an additional
OLDWICK, N.J.--(BUSINESS WIRE)--AM Best has assigned a Long-Term Issue Credit Rating of “a+” (Excellent) to $750 million 4.95% senior unsecured notes, due July 2031, issued by the Travelers Companies, Inc. (Travelers) (headquartered in New York, NY). The outlook assigned to this Credit Rating (rating) is stable. The net proceeds of the issuance are expected to be used for general corporate purposes.Through second-quarter 2026, Travelers' financial leverage ratio is 21.4%, as calculated by AM Bes.
Shares of Travelers (TRV - Free Report) have been strong performers lately, with the stock up 16% over the past month. The stock hit a new 52-week high of $374 in the previous session. Travelers has gained 28.3% since the start of the year compared to the 6.2% gain for the Zacks Finance sector and the -0.5% return for the Zacks Insurance - Property and Casualty industry.
What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on July 17, 2026, Travelers reported EPS of $10.04 versus consensus estimate of $5.31.
For the current fiscal year, Travelers is expected to post earnings of $31.83 per share on $48.85 in revenues. This represents a 15.4% change in EPS on a -0.05% change in revenues. For the next fiscal year, the company is expected to earn $29.39 per share on $50.26 in revenues. This represents a year-over-year change of -7.68% and 2.89%, respectively.
Valuation MetricsWhile Travelers has moved to its 52-week high in the recent past, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.
On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
Travelers has a Value Score of A. The stock's Growth and Momentum Scores are C and B, respectively, giving the company a VGM Score of A.
In terms of its value breakdown, the stock currently trades at 11.7X current fiscal year EPS estimates, which is not in-line with the peer industry average of 11.7X. On a trailing cash flow basis, the stock currently trades at 5.8X versus its peer group's average of 10.6X. Additionally, the stock has a PEG ratio of 3.76. This is good enough to put the company in the top echelon of all stocks we cover from a value perspective, making Travelers an interesting choice for value investors.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, Travelers currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Travelers fits the bill. Thus, it seems as though Travelers shares could still be poised for more gains ahead.
How Does TRV Stack Up to the Competition?Shares of TRV have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is The Allstate Corporation (ALL - Free Report) . ALL has a Zacks Rank of #2 (Buy) and a Value Score of A, a Growth Score of B, and a Momentum Score of C.
Earnings were strong last quarter. The Allstate Corporation beat our consensus estimate by 43.34%, and for the current fiscal year, ALL is expected to post earnings of $30.51 per share on revenue of $71.42 billion.
Shares of The Allstate Corporation have gained 7.8% over the past month, and currently trade at a forward P/E of 8.25X and a P/CF of 6.6X.
The Insurance - Property and Casualty industry may rank in the bottom 61% of all the industries we have in our universe, but there still looks like there are some nice tailwinds for TRV and ALL, even beyond their own solid fundamental situation.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Travelers (TRV - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Travelers currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if TRV is a promising momentum pick, let's examine some Momentum Style elements to see if this insurer holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For TRV, shares are up 8.87% over the past week while the Zacks Insurance - Property and Casualty industry is flat over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 16.62% compares favorably with the industry's 4.36% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of Travelers have risen 19.23%, and are up 38.55% in the last year. In comparison, the S&P 500 has only moved 6.61% and 20.33%, respectively.
Investors should also pay attention to TRV's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. TRV is currently averaging 1,815,762 shares for the last 20 days.
Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with TRV.
Over the past two months, 10 earnings estimates moved higher compared to 2 lower for the full year. These revisions helped boost TRV's consensus estimate, increasing from $27.94 to $30.81 in the past 60 days. Looking at the next fiscal year, 7 estimates have moved upwards while there have been 1 downward revision in the same time period.
Bottom LineTaking into account all of these elements, it should come as no surprise that TRV is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Travelers on your short list.
Investors might want to bet on Travelers (TRV - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for Travelers basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Travelers imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for TravelersFor the fiscal year ending December 2026, this insurer is expected to earn $30.81 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Travelers. Over the past three months, the Zacks Consensus Estimate for the company has increased 10.7%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Travelers to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.
On top of the Zacks Rank, investors can also look at our innovative Style Scores system to find stocks with specific traits. For example, value investors will want to focus on the "Value" category. Stocks with high Zacks Ranks and "A" grades for Value will be some of the highest-quality value stocks on the market today.
The Travelers Companies (TRV - Free Report) is a stock many investors are watching right now. TRV is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock is trading with a P/E ratio of 11.6, which compares to its industry's average of 27.00. Over the last 12 months, TRV's Forward P/E has been as high as 14.64 and as low as 11.13, with a median of 12.44.
Investors will also notice that TRV has a PEG ratio of 2.87. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. TRV's industry has an average PEG of 4.64 right now. Over the last 12 months, TRV's PEG has been as high as 4.80 and as low as 1.01, with a median of 2.83.
Finally, we should also recognize that TRV has a P/CF ratio of 4.84. This metric focuses on a firm's operating cash flow and is often used to find stocks that are undervalued based on the strength of their cash outlook. This stock's P/CF looks attractive against its industry's average P/CF of 11.41. Within the past 12 months, TRV's P/CF has been as high as 5.29 and as low as 4.23, with a median of 4.74.
Value investors will likely look at more than just these metrics, but the above data helps show that The Travelers Companies is likely undervalued currently. And when considering the strength of its earnings outlook, TRV sticks out as one of the market's strongest value stocks.
Andra AP fonden raised its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 403.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 48,104 shares of the insurance provider’s stock after purchasing an additional 38,544 shares during the quarter. Andra AP fonden’s holdings in Travelers Companies were worth $14,031,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also modified their holdings of TRV. Arbejdsmarkedets Tillaegspension bought a new position in Travelers Companies during the 4th quarter valued at $24,167,000. Rit Capital Partners PLC bought a new stake in shares of Travelers Companies in the 4th quarter worth about $39,450,000. Robeco Institutional Asset Management B.V. increased its position in shares of Travelers Companies by 17.3% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 901,938 shares of the insurance provider’s stock worth $261,616,000 after purchasing an additional 133,152 shares during the last quarter. UBS Group AG raised its stake in shares of Travelers Companies by 5.3% in the 4th quarter. UBS Group AG now owns 1,774,756 shares of the insurance provider’s stock valued at $514,786,000 after purchasing an additional 89,159 shares in the last quarter. Finally, Swiss Life Asset Management Ltd raised its stake in shares of Travelers Companies by 41.5% in the 4th quarter. Swiss Life Asset Management Ltd now owns 66,016 shares of the insurance provider’s stock valued at $19,149,000 after purchasing an additional 19,347 shares in the last quarter. 82.45% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth A number of equities research analysts have recently weighed in on the company. JPMorgan Chase & Co. upgraded Travelers Companies from an “underweight” rating to a “neutral” rating and boosted their price target for the company from $316.00 to $322.00 in a report on Tuesday, May 26th. Raymond James Financial set a $430.00 price objective on Travelers Companies in a research note on Monday. TD Cowen lowered shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 target price for the company. in a research note on Monday, July 13th. Evercore set a $329.00 target price on shares of Travelers Companies and gave the company an “in-line” rating in a research note on Friday, July 10th. Finally, Cantor Fitzgerald increased their target price on shares of Travelers Companies from $335.00 to $360.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Three investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $353.26.
View Our Latest Research Report on Travelers Companies
Insiders Place Their Bets In related news, EVP Michael Frederick Klein sold 10,000 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the completion of the sale, the executive vice president owned 45,125 shares in the company, valued at $13,882,706.25. This represents a 18.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Avrohom J. Kess sold 6,735 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $308.78, for a total value of $2,079,633.30. Following the completion of the sale, the insider directly owned 48,737 shares in the company, valued at $15,049,010.86. This trade represents a 12.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 18,292 shares of company stock valued at $5,639,800 over the last three months. 1.39% of the stock is currently owned by insiders.
Travelers Companies News Roundup Here are the key news stories impacting Travelers Companies this week:
Positive Sentiment: Travelers jumped after reporting Q2 2026 results that beat expectations, with earnings boosted by investment income, underwriting discipline, reserve releases, and AI-driven improvements rather than premium growth alone. Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline Positive Sentiment: Truist raised its price target to $425 and kept a buy rating, citing upside from top- and bottom-line momentum. Analyst update on Travelers Positive Sentiment: Citigroup lifted its price target to $385, reflecting confidence in Travelers’ post-earnings outlook even though the rating stayed neutral. Citigroup price target update Positive Sentiment: Travelers was highlighted by Josh Brown as one of the top dividend insurance stocks to own in 2026, reinforcing its appeal as a high-quality income name. Josh Brown names top dividend stocks to own in 2026 Neutral Sentiment: DOWLING & PARTN issued FY2028 EPS estimates of $27.00, slightly below the current consensus of $28.39, which suggests expectations are still fairly well anchored. Travelers stock page Negative Sentiment: Goldman Sachs downgraded Travelers to sell with a $350 target, signaling concern that the stock may have limited upside after the post-earnings rally. Goldman Sachs Downgrades Travelers to Sell Negative Sentiment: Morgan Stanley also kept an underweight rating despite raising its target to $330, suggesting the stock may still be expensive relative to fundamentals. Morgan Stanley price target update Travelers Companies Price Performance Shares of Travelers Companies stock opened at $369.43 on Wednesday. The Travelers Companies, Inc. has a 52 week low of $252.26 and a 52 week high of $371.94. 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 market cap of $77.05 billion, a PE ratio of 9.89, a price-to-earnings-growth ratio of 3.26 and a beta of 0.46. The company’s 50-day moving average price is $317.19 and its two-hundred day moving average price is $302.67.
Travelers Companies (NYSE:TRV – Get Free Report) last posted its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 EPS for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The company had revenue of $12.15 billion during the quarter, compared to analyst estimates of $11.26 billion. During the same period in the prior year, the firm earned $6.51 earnings per share. The business’s quarterly revenue was up .3% on a year-over-year basis. As a group, sell-side analysts anticipate that The Travelers Companies, Inc. will post 28.58 EPS for the current fiscal year.
Travelers Companies Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Thursday, September 10th will be issued a $1.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. Travelers Companies’s dividend payout ratio is currently 13.39%.
About Travelers Companies (Free Report)
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.
See Also Five stocks we like better than Travelers Companies Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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Assetmark Inc. decreased its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 7.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 22,279 shares of the insurance provider’s stock after selling 1,730 shares during the period. Assetmark Inc.’s holdings in Travelers Companies were worth $6,498,000 as of its most recent SEC filing.
A number of other institutional investors have also added to or reduced their stakes in the stock. Arbejdsmarkedets Tillaegspension bought a new position in shares of Travelers Companies during the fourth quarter worth about $24,167,000. Rit Capital Partners PLC bought a new position in Travelers Companies during the fourth quarter worth $39,450,000. Robeco Institutional Asset Management B.V. boosted its position in shares of Travelers Companies by 17.3% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 901,938 shares of the insurance provider’s stock worth $261,616,000 after purchasing an additional 133,152 shares in the last quarter. UBS Group AG boosted its holdings in Travelers Companies by 5.3% in the fourth quarter. UBS Group AG now owns 1,774,756 shares of the insurance provider’s stock worth $514,786,000 after acquiring an additional 89,159 shares in the last quarter. Finally, Swiss Life Asset Management Ltd grew its position in Travelers Companies by 41.5% in the 4th quarter. Swiss Life Asset Management Ltd now owns 66,016 shares of the insurance provider’s stock valued at $19,149,000 after purchasing an additional 19,347 shares during the period. 82.45% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting Travelers Companies Here are the key news stories impacting Travelers Companies this week:
Positive Sentiment: Travelers jumped after reporting Q2 2026 results that beat expectations, with earnings boosted by investment income, underwriting discipline, reserve releases, and AI-driven improvements rather than premium growth alone. Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline Positive Sentiment: Truist raised its price target to $425 and kept a buy rating, citing upside from top- and bottom-line momentum. Analyst update on Travelers Positive Sentiment: Citigroup lifted its price target to $385, reflecting confidence in Travelers’ post-earnings outlook even though the rating stayed neutral. Citigroup price target update Positive Sentiment: Travelers was highlighted by Josh Brown as one of the top dividend insurance stocks to own in 2026, reinforcing its appeal as a high-quality income name. Josh Brown names top dividend stocks to own in 2026 Neutral Sentiment: DOWLING & PARTN issued FY2028 EPS estimates of $27.00, slightly below the current consensus of $28.39, which suggests expectations are still fairly well anchored. Travelers stock page Negative Sentiment: Goldman Sachs downgraded Travelers to sell with a $350 target, signaling concern that the stock may have limited upside after the post-earnings rally. Goldman Sachs Downgrades Travelers to Sell Negative Sentiment: Morgan Stanley also kept an underweight rating despite raising its target to $330, suggesting the stock may still be expensive relative to fundamentals. Morgan Stanley price target update Travelers Companies Price Performance Shares of Travelers Companies stock opened at $369.43 on Wednesday. The firm has a market capitalization of $77.05 billion, a PE ratio of 9.89, a price-to-earnings-growth ratio of 3.26 and a beta of 0.46. The Travelers Companies, Inc. has a 12 month low of $252.26 and a 12 month high of $371.94. The business’s 50-day moving average price is $317.19 and its 200-day moving average price is $302.67. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.27.
Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. The firm had revenue of $12.15 billion during the quarter, compared to analyst estimates of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The business’s quarterly revenue was up .3% on a year-over-year basis. During the same period in the previous year, the business posted $6.51 EPS. Sell-side analysts forecast that The Travelers Companies, Inc. will post 28.58 EPS for the current fiscal year.
Travelers Companies Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be given a $1.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $5.00 annualized dividend and a yield of 1.4%. Travelers Companies’s payout ratio is presently 13.39%.
Analyst Ratings Changes TRV has been the subject of a number of analyst reports. Truist Financial lifted their price target on Travelers Companies from $395.00 to $425.00 and gave the company a “buy” rating in a research note on Monday. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of Travelers Companies in a report on Tuesday. Evercore set a $329.00 target price on Travelers Companies and gave the company an “in-line” rating in a research note on Friday, July 10th. TD Cowen lowered shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target on the stock. in a research report on Monday, July 13th. Finally, Cantor Fitzgerald increased their price objective on Travelers Companies from $335.00 to $360.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Three research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, Travelers Companies presently has an average rating of “Hold” and an average price target of $353.26.
Check Out Our Latest Stock Report on TRV
Insider Buying and Selling at Travelers Companies In other Travelers Companies news, 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 sale, the insider owned 259,590 shares of the company’s stock, valued at $80,639,037.60. This trade represents a 0.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Avrohom J. Kess sold 6,735 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $308.78, for a total value of $2,079,633.30. Following the completion of the sale, the insider directly owned 48,737 shares in the company, valued at $15,049,010.86. The trade was a 12.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 18,292 shares of company stock valued at $5,639,800 in the last quarter. Company insiders own 1.39% of the company’s stock.
Travelers Companies Profile (Free Report)
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.
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Baader Bank Aktiengesellschaft acquired a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,019 shares of the insurance provider’s stock, valued at approximately $576,000.
A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Spinnaker Trust boosted its holdings in Travelers Companies by 1.7% in the first quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock valued at $565,000 after acquiring an additional 33 shares during the last quarter. Cim LLC raised its holdings in Travelers Companies by 0.4% during the 4th quarter. Cim LLC now owns 8,145 shares of the insurance provider’s stock worth $2,363,000 after purchasing an additional 34 shares during the last quarter. Avalon Trust Co lifted its position in shares of Travelers Companies by 0.4% in the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock worth $2,562,000 after purchasing an additional 35 shares during the period. Haverford Trust Co lifted its position in shares of Travelers Companies by 0.7% in the 4th quarter. Haverford Trust Co now owns 5,210 shares of the insurance provider’s stock worth $1,511,000 after purchasing an additional 35 shares during the period. Finally, Sumitomo Life Insurance Co. increased its position in shares of Travelers Companies by 0.7% during the fourth quarter. Sumitomo Life Insurance Co. now owns 5,236 shares of the insurance provider’s stock worth $1,519,000 after buying an additional 35 shares during the period. 82.45% of the stock is currently owned by institutional investors and hedge funds.
Travelers Companies Stock Up 0.3% TRV opened at $369.43 on Wednesday. The firm has a market capitalization of $77.05 billion, a P/E ratio of 9.89, a price-to-earnings-growth ratio of 3.26 and a beta of 0.46. The Travelers Companies, Inc. has a one year low of $252.26 and a one year high of $371.94. The company has a fifty day moving average price of $317.19 and a 200-day moving average price of $302.67. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.35.
Travelers Companies (NYSE:TRV – Get Free Report) last announced its earnings results 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 net margin of 16.95% and a return on equity of 25.41%. The business had revenue of $12.15 billion for the quarter, compared to the consensus estimate of $11.26 billion. During the same period last year, the firm posted $6.51 earnings per share. Travelers Companies’s quarterly revenue was up .3% on a year-over-year basis. Equities research analysts expect that The Travelers Companies, Inc. will post 28.58 earnings per share for the current fiscal year.
Travelers Companies Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be paid a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, September 10th. Travelers Companies’s payout ratio is 13.39%.
Key Headlines Impacting Travelers Companies Here are the key news stories impacting Travelers Companies this week:
Positive Sentiment: Travelers jumped after reporting Q2 2026 results that beat expectations, with earnings boosted by investment income, underwriting discipline, reserve releases, and AI-driven improvements rather than premium growth alone. Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline Positive Sentiment: Truist raised its price target to $425 and kept a buy rating, citing upside from top- and bottom-line momentum. Analyst update on Travelers Positive Sentiment: Citigroup lifted its price target to $385, reflecting confidence in Travelers’ post-earnings outlook even though the rating stayed neutral. Citigroup price target update Positive Sentiment: Travelers was highlighted by Josh Brown as one of the top dividend insurance stocks to own in 2026, reinforcing its appeal as a high-quality income name. Josh Brown names top dividend stocks to own in 2026 Neutral Sentiment: DOWLING & PARTN issued FY2028 EPS estimates of $27.00, slightly below the current consensus of $28.39, which suggests expectations are still fairly well anchored. Travelers stock page Negative Sentiment: Goldman Sachs downgraded Travelers to sell with a $350 target, signaling concern that the stock may have limited upside after the post-earnings rally. Goldman Sachs Downgrades Travelers to Sell Negative Sentiment: Morgan Stanley also kept an underweight rating despite raising its target to $330, suggesting the stock may still be expensive relative to fundamentals. Morgan Stanley price target update Analysts Set New Price Targets Several brokerages have issued reports on TRV. BMO Capital Markets lowered Travelers Companies from an “outperform” rating to a “market perform” rating and boosted their price target for the company from $314.00 to $379.00 in a research note on Tuesday. Mizuho raised their price target on shares of Travelers Companies from $304.00 to $324.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. 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 report on Monday. Evercore set a $329.00 target price on Travelers Companies and gave the company an “in-line” rating in a report on Friday, July 10th. Finally, Cantor Fitzgerald increased their price target on shares of Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Three equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat, Travelers Companies presently has a consensus rating of “Hold” and an average target price of $353.26.
Get Our Latest Stock Analysis on TRV
Insider Activity at Travelers Companies In other Travelers Companies news, insider Avrohom J. Kess sold 6,735 shares of the company’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the completion of the transaction, the insider owned 48,737 shares of the company’s stock, valued at $15,049,010.86. This represents a 12.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Michael Frederick Klein sold 10,000 shares of the firm’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 completion of the sale, the executive vice president directly owned 45,125 shares of the company’s stock, valued at $13,882,706.25. The trade was a 18.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 18,292 shares of company stock worth $5,639,800 in the last ninety days. 1.39% of the stock is owned by company insiders.
Travelers Companies Profile (Free Report)
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.
See Also Five stocks we like better than Travelers Companies Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding TRV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Travelers Companies, Inc. (NYSE:TRV – Free Report).
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The property and casualty insurance sector is undergoing a distinct shift. After a seven-year "hard market"—a stretch of aggressive rate hikes and tightening coverage—pricing is beginning to soften across the sector.
That leaves many carriers in a precarious position. During the boom, some operators relied heavily on consecutive premium increases to mask underlying operational inefficiencies. But as prices soften, the market effectively runs a stress test, and true structural advantages surface.
Investors must now distinguish between companies that rely on inflation-driven premium hikes and those that generate genuine profits from disciplined underwriting.
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Travelers Opens Its Umbrella Against the BearsThe Travelers Companies NYSE: TRV just delivered a masterclass in navigating this exact transition.
Travelers Companies Today
TRV
Travelers Companies
$366.35 -2.15 (-0.58%)
As of 10:02 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$252.26▼
$371.94Dividend Yield1.36%
P/E Ratio9.78
Price Target$346.53
Following the release of second-quarter 2026 earnings, Travelers' stock price rose nearly 10% to close at $369.50 on Friday, July 17. The catalyst was a historic earnings beat, as the company reported core earnings per share of $10.04, beating Wall Street estimates of $5.41.
Pre-earnings options flow indicated heavily bearish positioning across the sector. Put-call ratios spiked temporarily as traders purchased downside protection, anticipating deteriorating combined ratios, a headwind currently plaguing competitors like Progressive NYSE: PGR. The sheer magnitude of the beat caught the market off guard. This surprise triggered an options-driven short squeeze, amplifying the price action on Friday. However, the real story is how Travelers achieved an 84.1% underlying combined ratio amid a cooling broader pricing environment.
Swapping Premium Hikes for Portfolio YieldsA common narrative surrounding insurance carriers is that profitability stems entirely from raising premiums. Observers often assume carriers pass inflation and climate-risk costs directly onto consumers with absolute pricing impunity. The data tells a different story. Travelers is actively moderating rates to match price to risk rather than blindly chasing top-line revenue at the expense of retention. During the second quarter, renewal premium change in auto was entirely flat. Homeowners pricing moderated to 6.6%, and Business Insurance registered at 4.8%.
If rate hikes are decelerating, profitability must come from elsewhere. A significant portion of the earnings strength came directly from the balance sheet. When older, lower-yielding bonds mature, Travelers reinvests that principal into the current, higher-rate environment. The $100 billion investment portfolio at Travelers is heavily weighted toward investment-grade fixed income. This portfolio captured new money yields approximately 90 basis points above the embedded portfolio yield.
This dynamic drove net investment income up 14% year over year to $883 million after taxes. By successfully monetizing higher interest rates, Travelers effectively subsidized its underwriting operations. The spread between incoming and legacy yields is a multi-year tailwind. This spread generates reliable free cash flow, enabling disciplined risk selection without sacrificing net income.
High-Tech Tailwinds Drive Underwriting MarginsBeyond fixed-income yields, structural margin expansion is materializing through targeted technology investments. Management at The Travelers Companies directly attributed a 0.5-point improvement in the Business Insurance underlying loss ratio to recent deployments of AI. Through its digital platform Travis, Travelers implemented advanced data extraction and automated underwriting rules to generate commercial quotes in seconds.
This is not abstract technology spending. It represents an immediate and quantifiable return on investment. By automating routine underwriting and claims processing, Travelers creates substantial operating leverage. As premium growth naturally slows in a softening commercial market, this tech-driven expense reduction serves as a critical buffer. This efficiency expands margins organically from the inside out and demonstrates the tangible financial impact of AI in legacy financial sectors.
Reinsurance Shields Block the Heaviest DownpoursTo understand the full scope of the earnings beat, investors must look at how Travelers engineered its risk transfer programs. Catastrophe losses have historically been a volatile headwind for the industry. Yet, Travelers managed to drop pre-tax catastrophe losses to $518 million, down sharply from $927 million in the prior-year quarter.
This reduction was the direct result of a highly deliberate reinsurance restructuring. Management recently upsized a catastrophe bond to $750 million to replace an expiring $575 million bond. At the same time, Travelers absorbed personal lines catastrophe coverage into a highly efficient enterprise-wide program. This new program features a $3 billion attachment point. An attachment point is the financial threshold at which reinsurance coverage activates and begins paying out claims. By tightening retention and utilizing the capital markets to offload tail risk, Travelers successfully shielded its balance sheet from peak weather-related volatility.
The company also recognized a net favorable prior-year reserve development of $578 million pre-tax. When an insurance company sets aside capital to pay future claims, it bases those figures on strict actuarial estimates.
If claims come in lower than expected, the excess capital is released back into earnings as favorable prior-year reserve development. Favorable development across workers' compensation, commercial property, and personal lines signals that Travelers conservatively over-reserved in previous years. Recognizing these redundancies now provides a powerful injection of bottom-line capital right as the pricing cycle shifts. This maneuver demonstrates the conservative nature of Travelers' underwriting models.
Does Travelers Deserve a Spot on Your Watchlist?Generating excess capital is only half the equation. How a management team deploys that capital ultimately dictates long-term shareholder value. Travelers generated a core return on equity of 24.9% for the quarter. This is an elite metric that highlights extreme capital efficiency relative to the sector average.
Operating cash flows surpassed $11 billion over the trailing 12 months, fueling aggressive shareholder returns. During the second quarter alone, management executed $1.3 billion in share repurchases under a $5 billion authorization announced in January. Combined with a quarterly dividend of $1.25 per share, yielding roughly 1.35%, Travelers returned over $1.5 billion to shareholders in a single quarter. Approximately $3.9 billion remains available for future buybacks. This establishes a robust floor under the stock price by consistently reducing the outstanding float.
The fundamentals reveal a carrier that has successfully decoupled profitability from the need for constant rate hikes. By leveraging technology to drive down the loss ratio, optimizing reinsurance to cap catastrophe downside, and aggressively returning cash to shareholders, The Travelers Companies is functioning as an efficient capital compounder.
Investors looking to navigate the shifting macroeconomic landscape may want to consider defensive growth stocks that exhibit this level of operational discipline and balance sheet strength. Those with a long-term horizon might consider tracking Travelers' consolidation patterns following the recent earnings surge to identify potential entry points, while keeping a close watch on future fixed-income yields and commercial property pricing trends as leading indicators of continued outperformance.
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Travelers reported quarterly earnings of $10.04 per share which beat the analyst consensus estimate of $5.38 per share. The company reported quarterly sales of $12.153 billion which beat the analyst consensus estimate of $11.346 billion.
“We are pleased to report excellent second quarter results with very strong underwriting performance across all three segments and a terrific result from our investment portfolio,” said Alan Schnitzer, Chairman and Chief Executive Officer.
Travelers shares fell 0.1% to $368.71 on Monday.
These analysts made changes to their price targets on Travelers following earnings announcement.
B of A Securities analyst Joshua Shanker maintained the stock with an Underperform rating and raised the price target from $283 to $307. Evercore ISI Group analyst David Motemaden maintained the stock with an In-Line rating and raised the price target from $329 to $338. Considering buying TRV stock? Here’s what analysts think:
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Travelers (TRV +9.22%) earned $2.2 billion in the second quarter, up 46% year over year, and its stock jumped about 9% on Friday to close at $368.98. The biggest driver was straightforward: catastrophe losses fell by nearly half.
The rally stood out because of everything around it. Semiconductor stocks sold off hard on Friday as investors questioned lofty artificial intelligence (AI) valuations, dragging the major indexes lower. The insurer rallied anyway.
Image source: Getty Images.
Where the 46% came from Travelers reported second-quarter net income of $10.26 per diluted share, up from $6.53 in the year-ago quarter. Its combined ratio, which measures claims and expenses as a percentage of premiums (lower is better), improved to 83.6% from 90.3%.
The jump was largely driven by three items.
First, catastrophe losses came in at $518 million before taxes, down from $927 million a year earlier -- a far calmer quarter for storms.
Second, the company booked $578 million of favorable prior-year reserve development. In plain terms, claims from past years are costing less than Travelers had set aside for them, and the difference flows back into earnings.
Third, investment income keeps climbing. After-tax net investment income rose 14% year over year to $883 million as higher yields work through the insurer's bond portfolio.
The underlying business improved, too -- just more modestly. The underlying combined ratio, which strips out catastrophes and reserve changes, came in at 84.1%, versus 84.7% a year ago. And net written premiums were about flat at $11.5 billion -- up about 2% excluding a Canadian business Travelers sold earlier this year. So the core engine got a little better, while the volatile items accounted for most of the 46% profit jump.
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What it means for the stock A quarter like this shows Travelers' earnings power when the weather cooperates. Core return on equity reached 24.9%, book value per share climbed 5% from year-end to $158.81, and the company returned about $1.6 billion to shareholders in the quarter, including $1.3 billion of buybacks.
Even after Friday's pop, the stock trades at about 10 times earnings. That's arguably a modest price for this kind of earnings power.
Of course, quarters like this won't repeat on schedule. Catastrophe losses swing with the weather, reserve releases aren't guaranteed, and modest premium growth limits how fast the underlying business can compound. Investors shouldn't extrapolate a light-storm quarter into a permanent run rate.
But the durable pieces (disciplined underwriting and rising investment income) were also on display, and those carry forward. That combination is why an insurance stock could rally 9% on a day the market punished nearly everything else.
