Travelers Companies (NYSE:TRV) Price Target Raised to $320.00

Travelers Companies (NYSE:TRV) had its price objective increased by Roth Mkm from $300.00 to $320.00 in a research report sent to investors on Friday,Benzinga reports. Roth Mkm currently has a buy rating on the insurance provider’s stock.

A number of other research firms have also recently issued reports on TRV. Wall Street Zen cut Travelers Companies from a “buy” rating to a “hold” rating in a report on Sunday, October 19th. Morgan Stanley raised their price target on shares of Travelers Companies from $285.00 to $295.00 and gave the stock an “equal weight” rating in a report on Monday, November 17th. Keefe, Bruyette & Woods upped their price objective on shares of Travelers Companies from $317.00 to $320.00 and gave the company an “outperform” rating in a report on Friday. Barclays reduced their target price on 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. Finally, Weiss Ratings raised Travelers Companies from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $301.20.

Travelers Companies Stock Performance

Shares of TRV opened at $277.62 on Friday. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.28. The firm’s fifty day simple moving average is $285.19 and its two-hundred day simple moving average is $275.93. Travelers Companies has a 12 month low of $230.43 and a 12 month high of $296.85. The stock has a market capitalization of $61.93 billion, a P/E ratio of 10.08, a price-to-earnings-growth ratio of 2.63 and a beta of 0.52.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings data on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $11.13 billion. During the same period in the previous year, the business earned $9.15 EPS. The firm’s revenue was up 3.5% compared to the same quarter last year. As a group, analysts predict that Travelers Companies will post 17.02 EPS for the current year.

Travelers Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be issued a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, March 10th. Travelers Companies’s payout ratio is currently 15.98%.

Travelers Companies announced that its Board of Directors has approved a stock repurchase program on Wednesday, January 21st that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the insurance provider to purchase up to 8.3% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In related news, CFO Daniel S. Frey sold 25,000 shares of Travelers Companies stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $278.25, for a total transaction of $6,956,250.00. Following the transaction, the chief financial officer owned 26,932 shares of the company’s stock, valued at $7,493,829. The trade was a 48.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Maria Olivo sold 8,920 shares of the stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $295.73, for a total value of $2,637,911.60. Following the completion of the sale, the executive vice president directly owned 117,596 shares of the company’s stock, valued at $34,776,665.08. The trade was a 7.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 46,295 shares of company stock worth $13,011,918 over the last three months. Company insiders own 1.46% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TRV. Brighton Jones LLC boosted its stake in shares of Travelers Companies by 13.4% in the 4th quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock worth $789,000 after buying an additional 387 shares during the last quarter. Revolve Wealth Partners LLC bought a new stake in Travelers Companies during the fourth quarter worth $276,000. Fifth Third Bancorp grew its stake in Travelers Companies by 1.4% in the 2nd quarter. Fifth Third Bancorp now owns 17,666 shares of the insurance provider’s stock valued at $4,726,000 after purchasing an additional 250 shares during the period. Accurate Wealth Management LLC bought a new position in Travelers Companies in the 2nd quarter valued at $299,000. Finally, Mather Group LLC. increased its position in shares of Travelers Companies by 2.5% during the 2nd quarter. Mather Group LLC. now owns 2,174 shares of the insurance provider’s stock valued at $582,000 after purchasing an additional 53 shares during the last quarter. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

Travelers Companies News Roundup

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

• Positive Sentiment: Strong Q4 beat — TRV reported Q4 EPS of $11.13 and revenue of $12.43B, both ahead of Street expectations; management cited underwriting strength and investment income that helped drive ~20% profit growth. This supports earnings momentum and valuation upside. Travelers logs 20% growth in Q4 profit
• Positive Sentiment: Large $5.0B buyback authorized — Board approved repurchases equal to ~8.3% of shares, increasing cash returns and supporting EPS per share over time; signals management confidence in the franchise. Board of Directors Initiates Stock Buyback Plan
• Positive Sentiment: Analyst upgrades/raised targets — Roth MKM raised its price target to $320 (buy) and Keefe, Bruyette & Woods raised to $320 (outperform), implying material upside from current levels and likely supporting near-term buying interest. Benzinga price target coverage KBW raise reported at TickerReport
• Positive Sentiment: Higher investment income outlook and tech investments — management signaled a ~$3.3B fixed-income net investment income outlook for 2026 and highlighted AI initiatives to improve efficiency, which could boost underwriting and investment returns. NII outlook and AI investments
• Neutral Sentiment: Earnings call/transcripts available — Detailed call notes and transcripts outline underwriting drivers and reserve positions; useful for modeling but largely confirm the results already reported. Earnings call transcript
• Negative Sentiment: Some mixed analyst reactions — Wells Fargo trimmed its target to $285 (equal weight) and Mizuho cut to $304 (neutral), which may cap upside and reflect caution on reserve, pricing or interest-rate sensitivity. Those notes can pressure sentiment even after the beat. Benzinga coverage of analyst changes

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.