What is Zacks Research’s Forecast for TRV FY2025 Earnings?

The Travelers Companies, Inc. (NYSE:TRV) – Analysts at Zacks Research raised their FY2025 earnings estimates for Travelers Companies in a research note issued to investors on Wednesday, February 12th. Zacks Research analyst T. De now expects that the insurance provider will earn $20.33 per share for the year, up from their prior estimate of $19.81. The consensus estimate for Travelers Companies’ current full-year earnings is $20.57 per share. Zacks Research also issued estimates for Travelers Companies’ Q1 2026 earnings at $5.44 EPS, Q2 2026 earnings at $5.50 EPS, Q3 2026 earnings at $5.38 EPS, FY2026 earnings at $22.79 EPS and FY2027 earnings at $25.78 EPS.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings results on Wednesday, January 22nd. The insurance provider reported $9.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.50 by $2.65. Travelers Companies had a return on equity of 19.06% and a net margin of 10.77%. The firm had revenue of $12.01 billion for the quarter, compared to analysts’ expectations of $10.80 billion. During the same quarter in the previous year, the firm posted $7.01 EPS. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis.

A number of other equities analysts also recently commented on the stock. BMO Capital Markets upped their price objective on shares of Travelers Companies from $275.00 to $297.00 and gave the stock an “outperform” rating in a research report on Friday, January 24th. The Goldman Sachs Group raised shares of Travelers Companies from a “sell” rating to a “buy” rating and set a $278.00 price target for the company in a report on Wednesday, January 8th. Wells Fargo & Company lifted their price objective on Travelers Companies from $213.00 to $225.00 and gave the company an “underweight” rating in a report on Thursday, January 23rd. Keefe, Bruyette & Woods increased their target price on Travelers Companies from $268.00 to $275.00 and gave the stock a “market perform” rating in a research note on Monday, January 27th. Finally, Janney Montgomery Scott downgraded Travelers Companies from a “buy” rating to a “neutral” rating and set a $280.00 price target on the stock. in a research note on Thursday, November 21st. Four analysts have rated the stock with a sell rating, twelve have assigned a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $260.47.

Travelers Companies Price Performance

Travelers Companies stock opened at $243.22 on Friday. The business has a 50 day simple moving average of $243.62 and a 200-day simple moving average of $240.44. Travelers Companies has a 12 month low of $200.21 and a 12 month high of $269.55. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.33 and a quick ratio of 0.34. The stock has a market capitalization of $55.22 billion, a PE ratio of 11.33, a price-to-earnings-growth ratio of 1.08 and a beta of 0.64.

Travelers Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 10th will be given a $1.05 dividend. The ex-dividend date of this dividend is Monday, March 10th. This represents a $4.20 annualized dividend and a dividend yield of 1.73%. Travelers Companies’s dividend payout ratio is currently 19.56%.

Insider Activity at Travelers Companies

In other Travelers Companies news, Vice Chairman William H. Heyman sold 3,740 shares of the business’s stock in a transaction on Monday, November 25th. The stock was sold at an average price of $264.80, for a total value of $990,352.00. Following the completion of the transaction, the insider now directly owns 250,384 shares in the company, valued at approximately $66,301,683.20. The trade was a 1.47 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Maria Olivo sold 10,410 shares of the firm’s stock in a transaction on Monday, November 18th. The stock was sold at an average price of $261.80, for a total value of $2,725,338.00. Following the sale, the executive vice president now owns 111,162 shares in the company, valued at $29,102,211.60. This trade represents a 8.56 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 1.33% of the company’s stock.

Hedge Funds Weigh In On Travelers Companies

Several large investors have recently added to or reduced their stakes in TRV. YANKCOM Partnership acquired a new position in shares of Travelers Companies during the 4th quarter valued at about $27,000. Wolff Wiese Magana LLC increased its position in Travelers Companies by 39.1% during the third quarter. Wolff Wiese Magana LLC now owns 160 shares of the insurance provider’s stock worth $37,000 after purchasing an additional 45 shares during the last quarter. Generali Investments Management Co LLC purchased a new position in Travelers Companies during the fourth quarter worth approximately $37,000. True Wealth Design LLC acquired a new position in shares of Travelers Companies in the 3rd quarter valued at $41,000. Finally, Asset Planning Inc purchased a new stake in shares of Travelers Companies during the 4th quarter valued at $44,000. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

About Travelers Companies

The Travelers Companies, Inc, through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United States and internationally. The company operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.