Research Analysts Offer Predictions for TRV Q2 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Equities researchers at William Blair issued their Q2 2025 earnings estimates for Travelers Companies in a report released on Thursday, January 23rd. William Blair analyst A. Klauber expects that the insurance provider will post earnings per share of $3.37 for the quarter. The consensus estimate for Travelers Companies’ current full-year earnings is $20.33 per share. William Blair also issued estimates for Travelers Companies’ Q3 2025 earnings at $4.97 EPS, Q4 2025 earnings at $7.83 EPS, FY2025 earnings at $18.68 EPS, Q1 2026 earnings at $6.07 EPS, Q3 2026 earnings at $4.55 EPS and Q4 2026 earnings at $7.31 EPS.

A number of other research firms also recently weighed in on TRV. Jefferies Financial Group raised their price target on shares of Travelers Companies from $210.00 to $235.00 and gave the stock a “hold” rating in a research report on Wednesday, October 9th. Janney Montgomery Scott downgraded shares of Travelers Companies from a “buy” rating to a “neutral” rating and set a $280.00 price target for the company. in a research report on Thursday, November 21st. Barclays reduced their price objective on Travelers Companies from $295.00 to $278.00 and set an “overweight” rating on the stock in a research note on Monday, January 6th. Royal Bank of Canada restated a “sector perform” rating and set a $268.00 price objective (down from $273.00) on shares of Travelers Companies in a research note on Thursday. Finally, Roth Mkm raised their price objective on Travelers Companies from $240.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, October 21st. Four investment analysts have rated the stock with a sell rating, thirteen have given a hold rating, six have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $255.53.

Travelers Companies Stock Down 2.0 %

TRV stock opened at $241.75 on Friday. Travelers Companies has a twelve month low of $200.21 and a twelve month high of $269.55. The company has a current ratio of 0.33, a quick ratio of 0.34 and a debt-to-equity ratio of 0.29. The company has a market capitalization of $54.88 billion, a P/E ratio of 11.26, a PEG ratio of 1.09 and a beta of 0.65. The firm has a 50 day simple moving average of $248.61 and a 200-day simple moving average of $236.77.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings data 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 net margin of 10.77% and a return on equity of 19.06%. The company had revenue of $12.01 billion during the quarter, compared to the consensus estimate of $10,795,375 billion. During the same quarter last year, the company earned $7.01 earnings per share. Travelers Companies’s revenue for the quarter was up 9.9% on a year-over-year basis.

Travelers Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Investors of record on Monday, March 10th will be paid a dividend of $1.05 per share. This represents a $4.20 dividend on an annualized basis and a dividend yield of 1.74%. The ex-dividend date is Monday, March 10th. Travelers Companies’s dividend payout ratio is currently 19.56%.

Insider Activity at Travelers Companies

In related news, EVP Maria Olivo sold 10,410 shares of Travelers Companies stock in a transaction dated Monday, November 18th. The stock was sold at an average price of $261.80, for a total transaction of $2,725,338.00. Following the transaction, the executive vice president now directly owns 111,162 shares of the company’s stock, valued at $29,102,211.60. The trade was a 8.56 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Vice Chairman William H. Heyman sold 3,740 shares of Travelers Companies stock in a transaction dated Monday, November 25th. The stock was sold at an average price of $264.80, for a total value of $990,352.00. Following 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 ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 18,670 shares of company stock worth $4,861,329 over the last ninety days. 1.33% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. State Street Corp grew its holdings in Travelers Companies by 0.8% during the third quarter. State Street Corp now owns 15,566,941 shares of the insurance provider’s stock worth $3,644,532,000 after acquiring an additional 120,228 shares during the period. FMR LLC increased its stake in Travelers Companies by 12.6% in the 3rd quarter. FMR LLC now owns 14,048,691 shares of the insurance provider’s stock worth $3,289,079,000 after purchasing an additional 1,568,909 shares in the last quarter. Geode Capital Management LLC increased its stake in Travelers Companies by 2.3% in the 3rd quarter. Geode Capital Management LLC now owns 5,076,220 shares of the insurance provider’s stock worth $1,187,865,000 after purchasing an additional 114,714 shares in the last quarter. Legal & General Group Plc increased its stake in Travelers Companies by 1.6% in the 2nd quarter. Legal & General Group Plc now owns 2,334,882 shares of the insurance provider’s stock worth $474,774,000 after purchasing an additional 37,029 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its stake in Travelers Companies by 0.7% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 1,496,652 shares of the insurance provider’s stock worth $350,396,000 after purchasing an additional 10,285 shares in the last quarter. 82.45% of the stock is owned by institutional investors and hedge funds.

Travelers Companies Company Profile

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.