Wells Fargo & Company Has Lowered Expectations for Travelers Companies (NYSE:TRV) Stock Price

Travelers Companies (NYSE:TRV) had its target price cut by stock analysts at Wells Fargo & Company from $307.00 to $285.00 in a report released on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the insurance provider’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 2.66% from the company’s current price.

TRV has been the subject of several other research reports. Mizuho lowered their price objective on Travelers Companies from $315.00 to $304.00 and set a “neutral” rating for the company in a research report on Thursday. Cantor Fitzgerald upped their price target on shares of Travelers Companies from $308.00 to $316.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. UBS Group increased their price target on shares of Travelers Companies from $284.00 to $287.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Wall Street Zen lowered shares of Travelers Companies from a “buy” rating to a “hold” rating in a report on Sunday, October 19th. Finally, Keefe, Bruyette & Woods upped their price objective on shares of Travelers Companies from $305.00 to $317.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $301.20.

Travelers Companies Stock Down 0.3%

Shares of NYSE:TRV opened at $277.62 on Thursday. The stock has a market capitalization of $61.93 billion, a P/E ratio of 10.08, a price-to-earnings-growth ratio of 2.62 and a beta of 0.52. The stock’s 50-day moving average price is $285.19 and its 200-day moving average price is $275.65. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.28. Travelers Companies has a 12-month low of $230.43 and a 12-month high of $296.85.

Travelers Companies (NYSE:TRV) last released its earnings results on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share 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 during the quarter, compared to analyst estimates of $11.13 billion. During the same quarter in the previous year, the company posted $9.15 EPS. Travelers Companies’s revenue for the quarter was up 3.5% on a year-over-year basis. On average, equities analysts anticipate that Travelers Companies will post 17.02 earnings per share for the current year.

Travelers Companies announced that its board has approved a stock buyback 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 generally an indication that the company’s management believes its stock is undervalued.

Insider Activity at Travelers Companies

In other Travelers Companies news, Vice Chairman William H. Heyman sold 1,803 shares of Travelers Companies stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $289.55, for a total transaction of $522,058.65. Following the sale, the insider directly owned 255,086 shares of the company’s stock, valued at approximately $73,860,151.30. The trade was a 0.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Daniel S. Frey sold 25,000 shares of the company’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $278.25, for a total value of $6,956,250.00. Following the transaction, the chief financial officer owned 26,932 shares in the company, valued at $7,493,829. This trade represents a 48.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 46,295 shares of company stock worth $13,011,918. 1.46% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Travelers Companies

Hedge funds have recently made changes to their positions in the company. Valeo Financial Advisors LLC raised 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 purchasing an additional 3,611,758 shares in the last quarter. Norges Bank bought a new stake in shares of Travelers Companies during the 2nd quarter valued at $815,013,000. JPMorgan Chase & Co. grew its position in shares of Travelers Companies by 10.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 7,626,750 shares of the insurance provider’s stock worth $2,040,475,000 after buying an additional 751,715 shares during the period. AustralianSuper Pty Ltd bought a new position in shares of Travelers Companies in the 3rd quarter worth about $125,597,000. Finally, Rakuten Investment Management Inc. purchased a new position in Travelers Companies during the 3rd quarter valued at about $112,051,000. 82.45% of the stock is currently owned by institutional investors.

Key Stories Impacting Travelers Companies

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.