Roth Capital Issues Positive Forecast for TRV Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Equities researchers at Roth Capital lifted their Q1 2026 earnings estimates for Travelers Companies in a report released on Thursday, January 23rd. Roth Capital analyst H. Fong now expects that the insurance provider will post earnings per share of $6.73 for the quarter, up from their previous forecast of $6.46. The consensus estimate for Travelers Companies’ current full-year earnings is $20.33 per share. Roth Capital also issued estimates for Travelers Companies’ Q2 2026 earnings at $4.53 EPS and Q3 2026 earnings at $6.37 EPS.

TRV has been the topic of several other reports. Royal Bank of Canada reissued a “sector perform” rating and issued a $268.00 target price (down from $273.00) on shares of Travelers Companies in a research report on Thursday. Hsbc Global Res raised Travelers Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 10th. UBS Group lifted their target price on Travelers Companies from $244.00 to $270.00 and gave the stock a “neutral” rating in a report on Tuesday, October 22nd. Piper Sandler upgraded Travelers Companies from a “neutral” rating to an “overweight” rating and upped their target price for the company from $259.00 to $310.00 in a research report on Friday. Finally, Janney Montgomery Scott lowered 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. Four analysts have rated the stock with a sell rating, twelve have issued a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, Travelers Companies has a consensus rating of “Hold” and an average target price of $258.21.

Travelers Companies Trading Down 2.0 %

Shares of Travelers Companies stock opened at $241.75 on Friday. The firm’s 50 day simple moving average is $248.61 and its two-hundred day simple moving average is $236.77. The firm has a market capitalization of $54.88 billion, a price-to-earnings ratio of 11.26, a PEG ratio of 1.09 and a beta of 0.65. Travelers Companies has a 12-month low of $200.21 and a 12-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.

Travelers Companies (NYSE:TRV) last posted its quarterly earnings data on Wednesday, January 22nd. The insurance provider reported $9.15 earnings per share for the quarter, topping analysts’ consensus estimates of $6.50 by $2.65. The firm had revenue of $12.01 billion during the quarter, compared to analysts’ expectations of $10,795,375 billion. Travelers Companies had a return on equity of 19.06% and a net margin of 10.77%. The business’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the firm earned $7.01 EPS.

Hedge Funds Weigh In On Travelers Companies

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Wolff Wiese Magana LLC raised its stake in Travelers Companies by 39.1% in the 3rd quarter. Wolff Wiese Magana LLC now owns 160 shares of the insurance provider’s stock valued at $37,000 after purchasing an additional 45 shares during the last quarter. True Wealth Design LLC purchased a new position in shares of Travelers Companies in the third quarter worth about $41,000. Catalyst Capital Advisors LLC acquired a new position in Travelers Companies during the third quarter worth about $50,000. Versant Capital Management Inc grew its stake in Travelers Companies by 581.1% during the 4th quarter. Versant Capital Management Inc now owns 252 shares of the insurance provider’s stock valued at $61,000 after acquiring an additional 215 shares in the last quarter. Finally, Salomon & Ludwin LLC raised its holdings in Travelers Companies by 22.1% in the 3rd quarter. Salomon & Ludwin LLC now owns 276 shares of the insurance provider’s stock valued at $65,000 after acquiring an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Insider Activity at Travelers Companies

In other Travelers Companies news, Vice Chairman William H. Heyman sold 3,740 shares of the stock in a transaction on Monday, November 25th. The shares were sold at an average price of $264.80, for a total transaction of $990,352.00. Following the transaction, the insider now directly owns 250,384 shares of the company’s stock, valued at $66,301,683.20. This trade represents a 1.47 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Maria Olivo sold 10,410 shares of the business’s 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 sale, the executive vice president now directly owns 111,162 shares of the company’s stock, valued at $29,102,211.60. This represents a 8.56 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 18,670 shares of company stock valued at $4,861,329. 1.33% of the stock is owned by company insiders.

Travelers Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 10th will be given a dividend of $1.05 per share. The ex-dividend date of this dividend is Monday, March 10th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 1.74%. Travelers Companies’s dividend payout ratio (DPR) is 19.56%.

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.