The Travelers Companies, Inc. (NYSE:TRV) Receives $299.69 Consensus Price Target from Analysts

The Travelers Companies, Inc. (NYSE:TRV) has been assigned an average rating of “Hold” from the nineteen analysts that are currently covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, twelve have issued a hold recommendation, five have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price target among brokerages that have covered the stock in the last year is $299.4667.

TRV has been the subject of several recent research reports. Wells Fargo & Company dropped their price objective on Travelers Companies from $307.00 to $285.00 and set an “equal weight” rating for the company in a report on Thursday. Keefe, Bruyette & Woods lifted their price target on shares of Travelers Companies from $305.00 to $317.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Barclays dropped their price target on shares of Travelers Companies from $315.00 to $312.00 and set an “equal weight” rating for the company in a research note on Thursday, January 8th. Mizuho lowered their target price on shares of Travelers Companies from $315.00 to $304.00 and set a “neutral” rating for the company in a report on Thursday. Finally, Jefferies Financial Group upgraded shares of Travelers Companies to a “hold” rating in a research report on Tuesday, January 6th.

Insider Buying and Selling

In related news, Vice Chairman William H. Heyman sold 1,803 shares of the stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $289.55, for a total value of $522,058.65. Following the sale, the insider directly owned 255,086 shares in the company, valued at $73,860,151.30. This trade represents a 0.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Michael Frederick Klein sold 8,572 shares of the business’s stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $270.73, for a total transaction of $2,320,697.56. Following the transaction, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $9,106,815.74. This represents a 20.31% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 46,295 shares of company stock valued at $13,011,918. Insiders own 1.46% of the company’s stock.

Institutional Trading of Travelers Companies

A number of large investors have recently made changes to their positions in the company. Avalon Trust Co raised its holdings in shares of Travelers Companies by 23.4% in the 2nd quarter. Avalon Trust Co now owns 7,541 shares of the insurance provider’s stock worth $2,018,000 after acquiring an additional 1,429 shares during the last quarter. Liberty One Investment Management LLC boosted its stake in Travelers Companies by 32.3% during the 3rd quarter. Liberty One Investment Management LLC now owns 26,228 shares of the insurance provider’s stock valued at $7,323,000 after purchasing an additional 6,408 shares during the last quarter. CWM LLC increased its holdings in Travelers Companies by 11.3% during the 3rd quarter. CWM LLC now owns 135,143 shares of the insurance provider’s stock worth $37,735,000 after purchasing an additional 13,758 shares in the last quarter. Nordea Investment Management AB raised its stake in shares of Travelers Companies by 1,641.3% in the third quarter. Nordea Investment Management AB now owns 379,480 shares of the insurance provider’s stock worth $105,537,000 after purchasing an additional 357,687 shares during the last quarter. Finally, Citizens Financial Group Inc. RI lifted its holdings in shares of Travelers Companies by 21.9% in the third quarter. Citizens Financial Group Inc. RI now owns 45,078 shares of the insurance provider’s stock valued at $12,587,000 after purchasing an additional 8,090 shares in the last quarter. Institutional investors own 82.45% of the company’s stock.

Travelers Companies Stock Performance

TRV stock opened at $278.53 on Friday. The company has a 50 day moving average price of $285.38 and a 200 day moving average price of $275.51. Travelers Companies has a fifty-two week low of $230.43 and a fifty-two week high of $296.85. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.33 and a quick ratio of 0.35. The stock has a market capitalization of $62.13 billion, a PE ratio of 10.12, a price-to-earnings-growth ratio of 2.60 and a beta of 0.52.

Travelers Companies (NYSE:TRV) last released its earnings results on Wednesday, January 21st. The insurance provider reported $11.13 EPS for the quarter, beating the consensus estimate of $8.34 by $2.79. Travelers Companies had a return on equity of 20.70% and a net margin of 12.88%.The company had revenue of $12.43 billion during the quarter, compared to analysts’ expectations of $11.13 billion. During the same period last year, the firm earned $9.15 EPS. The business’s revenue for the quarter was up 3.5% on a year-over-year basis. Analysts forecast that Travelers Companies will post 17.02 EPS for the current year.

Travelers Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be paid a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $4.40 annualized dividend and a yield of 1.6%. Travelers Companies’s dividend payout ratio is presently 17.30%.

Travelers Companies declared that its Board of Directors has initiated a share buyback program on Wednesday, January 21st that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the insurance provider to buy up to 8.3% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Key Travelers Companies News

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

• Positive Sentiment: Q4 beat — TRV reported core EPS of $11.13 (well above consensus) and revenue of $12.43B, driven by higher underlying underwriting gains and stronger net investment income; results and management commentary support near-term earnings momentum. Travelers Reports Excellent Fourth Quarter and Full Year Results
• Positive Sentiment: $5.0B buyback — The board authorized up to $5 billion in repurchases (about 8.3% of shares outstanding), boosting capital-return prospects and signaling management confidence in value — a likely direct support for the stock. RTT News Buyback Report
• Positive Sentiment: Stronger investment outlook — Management flagged a $3.3B fixed-income net investment income outlook for 2026 and noted AI-related efficiency investments, which can meaningfully lift earnings and underwriting economics. MSN: Fixed-income NII outlook
• Positive Sentiment: Dividend maintained/increase signal — The company declared a quarterly dividend ($1.10 per share), supporting income-oriented investors and total-return potential. MarketBeat: Earnings & dividend
• Neutral Sentiment: Earnings call/transcripts available — Management’s prepared remarks and the slide deck reiterated underwriting improvement and prior-year reserve releases; read the call for detail on reserve cadence and reinsurance assumptions. Yahoo Finance transcript
• Negative Sentiment: Analyst price-target trims — Wells Fargo cut its target to $285 (equal weight) and Mizuho lowered its target to $304 (neutral). Both moves reduce upside expectations and may cap near-term analyst-driven buying. Benzinga: Wells Fargo / Mizuho notes

Travelers Companies Company Profile

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

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