Carmel Capital Partners LLC Has $1.44 Million Stock Position in The Travelers Companies, Inc. $TRV

Carmel Capital Partners LLC reduced its position in The Travelers Companies, Inc. (NYSE:TRV) by 28.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 5,171 shares of the insurance provider’s stock after selling 2,021 shares during the quarter. Carmel Capital Partners LLC’s holdings in Travelers Companies were worth $1,444,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Valeo Financial Advisors LLC increased its holdings in Travelers Companies by 71,265.9% in the second quarter. Valeo Financial Advisors LLC now owns 3,616,826 shares of the insurance provider’s stock worth $967,646,000 after buying an additional 3,611,758 shares during the last quarter. Norges Bank bought a new stake in Travelers Companies in the second quarter worth approximately $815,013,000. JPMorgan Chase & Co. increased its stake in shares of Travelers Companies by 10.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 7,626,750 shares of the insurance provider’s stock worth $2,040,475,000 after purchasing an additional 751,715 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of Travelers Companies during the 3rd quarter worth $112,051,000. Finally, Nordea Investment Management AB raised its holdings in shares of Travelers Companies by 1,641.3% during the 3rd quarter. Nordea Investment Management AB now owns 379,480 shares of the insurance provider’s stock valued at $105,537,000 after purchasing an additional 357,687 shares in the last quarter. 82.45% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have commented on TRV. Wall Street Zen downgraded shares of Travelers Companies from a “buy” rating to a “hold” rating in a research report on Sunday, October 19th. Piper Sandler increased their price objective on Travelers Companies from $320.00 to $322.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Evercore ISI raised their price objective on Travelers Companies from $309.00 to $317.00 and gave the company an “outperform” rating in a research note on Wednesday, January 7th. Zacks Research cut Travelers Companies from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 22nd. Finally, Wells Fargo & Company dropped their price target on shares of Travelers Companies from $307.00 to $285.00 and set an “equal weight” rating on the stock in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $299.47.

Insider Activity at Travelers Companies

In other news, Vice Chairman William H. Heyman sold 1,803 shares of the company’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $289.55, for a total transaction of $522,058.65. Following the completion of the transaction, the insider owned 255,086 shares of the company’s stock, valued at approximately $73,860,151.30. This represents a 0.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Michael Frederick Klein sold 8,572 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $9,106,815.74. The trade was a 20.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 46,295 shares of company stock valued at $13,011,918. Company insiders own 1.46% of the company’s stock.

Travelers Companies News Roundup

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 Price Performance

Shares of NYSE:TRV opened at $278.53 on Friday. The company has a market cap of $62.13 billion, a price-to-earnings ratio of 10.12, a PEG ratio of 2.60 and a beta of 0.52. The business has a 50 day moving average price of $285.38 and a 200 day moving average price of $275.51. The company has a quick ratio of 0.35, a current ratio of 0.33 and a debt-to-equity ratio of 0.28. The Travelers Companies, Inc. has a twelve month low of $230.43 and a twelve month high of $296.85.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $11.13 billion. During the same period in the previous year, the company earned $9.15 earnings per share. The company’s quarterly revenue was up 3.5% compared to the same quarter last year. Research analysts predict that The Travelers Companies, Inc. will post 17.02 earnings per share for the current year.

Travelers Companies Announces Dividend

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

Travelers Companies declared that its Board of Directors has approved a share repurchase plan on Wednesday, January 21st that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the insurance provider to purchase up to 8.3% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Travelers Companies 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.