Travelers Companies (NYSE:TRV) Cut to “Sell” at The Goldman Sachs Group

The Goldman Sachs Group downgraded shares of Travelers Companies (NYSE:TRV) from a neutral rating to a sell rating in a research report released on Monday morning, MarketBeat Ratings reports. The Goldman Sachs Group currently has $350.00 price objective on the insurance provider’s stock.

Several other equities research analysts have also commented on the company. Weiss Ratings reiterated a “buy (a-)” rating on shares of Travelers Companies in a research note on Friday, May 8th. Evercore set a $329.00 target price on Travelers Companies and gave the company an “in-line” rating in a research report on Friday, July 10th. Roth Capital reaffirmed a “buy” rating on shares of Travelers Companies in a research note on Monday, April 20th. Morgan Stanley cut Travelers Companies from an “equal weight” rating to an “underweight” rating and dropped their price target for the stock from $333.00 to $290.00 in a research report on Wednesday, July 15th. Finally, Mizuho increased their price objective on Travelers Companies from $304.00 to $324.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. Three 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 given a Sell rating to the company’s stock. According to MarketBeat.com, Travelers Companies presently has an average rating of “Hold” and an average target price of $353.26.

Travelers Companies Stock Up 0.8%

Shares of NYSE TRV opened at $372.62 on Monday. The firm has a market cap of $77.72 billion, a price-to-earnings ratio of 9.98, a price-to-earnings-growth ratio of 3.03 and a beta of 0.46. The company’s 50-day simple moving average is $318.75 and its 200-day simple moving average is $303.25. 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 has a 52-week low of $252.26 and a 52-week high of $374.00.

Travelers Companies (NYSE:TRV) last released 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 the consensus estimate 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 for the quarter was up .3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $6.51 EPS. Equities analysts predict that Travelers Companies will post 30.81 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. Shareholders 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 1.3%. Travelers Companies’s dividend payout ratio is presently 13.39%.

Insiders Place Their Bets

In other Travelers Companies news, 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 transaction, the insider directly owned 48,737 shares of the company’s stock, valued at $15,049,010.86. This trade represents a 12.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Vice Chairman William H. Heyman sold 1,557 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $310.64, for a total value of $483,666.48. Following the transaction, the insider owned 259,590 shares in the company, valued at approximately $80,639,037.60. This represents a 0.60% decrease in their ownership of the stock. 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 in the last ninety days. 1.39% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Travelers Companies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TRV. Norges Bank acquired a new stake in shares of Travelers Companies in the 4th quarter worth $723,339,000. State Street Corp raised its holdings in shares of Travelers Companies by 3.1% during the 4th quarter. State Street Corp now owns 16,000,457 shares of the insurance provider’s stock worth $4,641,093,000 after acquiring an additional 486,861 shares during the period. AustralianSuper Pty Ltd boosted its position in shares of Travelers Companies by 102.0% during the 4th quarter. AustralianSuper Pty Ltd now owns 908,559 shares of the insurance provider’s stock valued at $263,537,000 after acquiring an additional 458,746 shares during the last quarter. Amundi boosted its position in shares of Travelers Companies by 36.6% during the 1st quarter. Amundi now owns 1,392,468 shares of the insurance provider’s stock valued at $406,155,000 after acquiring an additional 373,061 shares during the last quarter. Finally, Woodline Partners LP purchased a new stake in shares of Travelers Companies in the third quarter valued at about $99,680,000. Institutional investors and hedge funds own 82.45% of the company’s stock.

Key Headlines Impacting Travelers Companies

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

• Positive Sentiment: Zacks upgraded Travelers (TRV) to Rank #2 (Buy), citing improving earnings prospects and increasing optimism that can support the shares in the near term. Article Title
• Positive Sentiment: Analysts at DOWLING & PARTN raised their earnings forecasts for Travelers, lifting FY2026 EPS estimates to $32.50 and FY2027 EPS to $28.75, both above prior views and near or above consensus. Article Title
• Positive Sentiment: Truist Financial increased its price target on TRV to $425, and Citigroup said the stock is expected to rise, reinforcing bullish sentiment around the name. Article Title
• Positive Sentiment: The company’s recent earnings beat and commentary on underwriting discipline, AI-driven gains, and stronger investment income continue to support the stock’s recent momentum. Article Title
• Neutral Sentiment: Some analysts remain cautious: Morgan Stanley raised its price target but kept an underweight rating, highlighting that not all Wall Street views are fully constructive. Article Title

About Travelers Companies

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

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