FY2028 Earnings Forecast for TRV Issued By DOWLING & PARTN

The Travelers Companies, Inc. (NYSE:TRV) – Investment analysts at DOWLING & PARTN issued their FY2028 earnings per share estimates for shares of Travelers Companies in a report issued on Friday, July 17th. DOWLING & PARTN analyst J. Christiana forecasts that the insurance provider will post earnings per share of $27.00 for the year. The consensus estimate for Travelers Companies’ current full-year earnings is $30.81 per share.

Several other research firms have also commented on TRV. Piper Sandler increased their price target on shares of Travelers Companies to $340.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. TD Cowen downgraded shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price objective on the stock. in a research report on Monday, July 13th. Truist Financial boosted their price objective on shares of Travelers Companies from $395.00 to $425.00 and gave the stock a “buy” rating in a research note on Monday. Cantor Fitzgerald increased their target price on shares of Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Finally, JPMorgan Chase & Co. upgraded shares of Travelers Companies from an “underweight” rating to a “neutral” rating and raised their target price for the company from $316.00 to $322.00 in a research note on Tuesday, May 26th. Three equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $353.26.

Travelers Companies Price Performance

Shares of TRV stock opened at $372.62 on Tuesday. The stock’s 50-day moving average is $318.75 and its 200 day moving average is $303.25. Travelers Companies has a 1-year low of $252.26 and a 1-year high of $374.00. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.35. The company has a market cap of $77.72 billion, a P/E ratio of 9.98, a PEG ratio of 3.03 and a beta of 0.46.

Travelers Companies (NYSE:TRV) last released its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 EPS 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 analyst estimates of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.The business’s revenue for the quarter was up .3% compared to the same quarter last year. During the same period in the previous year, the company posted $6.51 EPS.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in TRV. Arbejdsmarkedets Tillaegspension acquired a new position in shares of Travelers Companies in the fourth quarter valued at about $24,167,000. Rit Capital Partners PLC acquired a new stake in shares of Travelers Companies during the fourth quarter worth about $39,450,000. Robeco Institutional Asset Management B.V. boosted its position in Travelers Companies by 17.3% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 901,938 shares of the insurance provider’s stock valued at $261,616,000 after buying an additional 133,152 shares during the last quarter. UBS Group AG increased its holdings in Travelers Companies by 5.3% in the 4th quarter. UBS Group AG now owns 1,774,756 shares of the insurance provider’s stock worth $514,786,000 after buying an additional 89,159 shares during the period. Finally, Swiss Life Asset Management Ltd raised its position in Travelers Companies by 41.5% during the 4th quarter. Swiss Life Asset Management Ltd now owns 66,016 shares of the insurance provider’s stock worth $19,149,000 after buying an additional 19,347 shares during the last quarter. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Insider Activity

In other news, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the transaction, the executive vice president owned 45,125 shares in the company, valued at $13,882,706.25. This represents a 18.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Avrohom J. Kess sold 6,735 shares of the stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the completion of the transaction, the insider directly owned 48,737 shares of the company’s stock, valued at $15,049,010.86. The trade was a 12.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 18,292 shares of company stock worth $5,639,800 over the last 90 days. 1.39% of the stock is currently owned by corporate insiders.

Travelers Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be paid a dividend of $1.25 per share. The ex-dividend date is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.3%. Travelers Companies’s payout ratio is presently 13.39%.

Trending Headlines about 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.