Travelers Companies (NYSE:TRV) EVP David Donnay Rowland Sells 5,000 Shares of Company Stock

The Travelers Companies, Inc. (NYSE:TRV) EVP David Rowland sold 5,000 shares of the business’s stock in a transaction dated Thursday, October 22nd. The stock was sold at an average price of $405.62, for a total value of $2,028,100.00. Following the sale, the executive vice president owned 10,479 shares in the company, valued at $4,250,491.98. The trade was a 32.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Travelers Companies Stock Performance

Shares of Travelers Companies stock opened at $398.33 on Friday. The firm has a market capitalization of $81.64 billion, a P/E ratio of 10.44, a PEG ratio of 2.83 and a beta of 0.43. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.34. The company has a 50 day moving average price of $371.39 and a 200 day moving average price of $341.14. The Travelers Companies, Inc. has a 52 week low of $264.25 and a 52 week high of $407.86.

Travelers Companies (NYSE:TRV) last released its earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share for the quarter, topping the consensus estimate of $7.39 by $1.79. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The company had revenue of $12.41 billion for the quarter, compared to the consensus estimate of $11.36 billion. During the same quarter in the previous year, the firm earned $8.14 EPS. Travelers Companies’s revenue was down .5% compared to the same quarter last year. Sell-side analysts expect that The Travelers Companies, Inc. will post 35.96 EPS for the current year.

Travelers Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Thursday, December 10th will be issued a $1.25 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.3%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.11%.

Key Travelers Companies News

Here are the key news stories impacting Travelers Companies this week:

• Positive Sentiment: DOWLING & PARTN raised its fiscal 2026 EPS estimate for Travelers to $35.75 from $32.50, slightly above the current consensus estimate of $35.65. The revision suggests increased confidence in the insurer’s earnings outlook.
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan Chase reportedly increased their price targets for TRV. The target increases add to the positive analyst momentum surrounding the shares. Keefe, Bruyette & Woods price target article Mizuho price target article JPMorgan price target article
• Positive Sentiment: Zacks highlighted Travelers as a potential momentum stock, reflecting its recent price strength and favorable trend signals. Zacks Travelers momentum article
• Positive Sentiment: Diversify Advisory Services increased its TRV holdings by 20.5% in the third quarter. Institutional buying can provide modest support for the stock. Diversify Advisory Services holdings article
• Neutral Sentiment: Travelers’ latest quarterly results were strong, with EPS of $9.18 versus a $7.39 estimate and revenue of $12.41 billion versus an $11.36 billion forecast. However, revenue declined slightly year over year, and the average analyst rating remains Hold.
• Negative Sentiment: EVPs Michael Klein and Maria Olivo sold a combined 22,600 shares worth roughly $9 million. Both executives retained sizable positions, but the transactions may create a modestly negative signal. Michael Klein SEC filing Maria Olivo SEC filing
• Negative Sentiment: BMO Capital maintained a Hold rating and Barclays issued a Sell rating, underscoring concerns about valuation after TRV’s recent advance.

Wall Street Analysts Forecast Growth

TRV has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of Travelers Companies in a report on Monday. The Goldman Sachs Group cut Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 price target for the company. in a research report on Monday, July 20th. Roth Capital boosted their price target on Travelers Companies from $345.00 to $425.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Citigroup restated a “neutral” rating on shares of Travelers Companies in a research note on Friday, October 16th. Finally, Barclays lifted their target price on Travelers Companies from $295.00 to $318.00 and gave the stock an “underweight” rating in a report on Tuesday, July 21st. Three investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have issued a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, Travelers Companies currently has an average rating of “Hold” and a consensus price target of $365.37.

Hedge Funds Weigh In On Travelers Companies

Hedge funds have recently made changes to their positions in the company. HHM Wealth Advisors LLC boosted its stake in shares of Travelers Companies by 145.7% in the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after acquiring an additional 51 shares during the last quarter. Whipplewood Advisors LLC purchased a new stake in shares of Travelers Companies during the first quarter worth approximately $26,000. LifeSteps Financial Inc. acquired a new position in Travelers Companies in the 2nd quarter valued at $26,000. Kilter Group LLC acquired a new position in Travelers Companies in the 2nd quarter valued at $26,000. Finally, Delos Wealth Advisors LLC purchased a new position in Travelers Companies in the 2nd quarter valued at $30,000. Institutional investors and hedge funds own 82.45% of the company’s stock.

About Travelers Companies

Travelers Companies, Inc is a property and casualty insurance company that provides insurance products and related services to businesses, government entities and individuals. The company offers coverage for property damage, liability, workers’ compensation, automobile accidents, cybersecurity risks and other exposures.

Travelers conducts its operations primarily through its Business Insurance, Bond & Specialty Insurance and Personal Insurance segments. Its products include commercial property and casualty policies, surety and fidelity bonds, homeowners insurance, personal automobile insurance and umbrella coverage.