The Travelers Companies, Inc. (NYSE:TRV) Stock Now Rated “Hold” by Sell-Side Brokerages

The Travelers Companies, Inc. (NYSE:TRV) has been given an average recommendation of “Hold” by the twenty-five research firms that are covering the firm, Marketbeat reports. Five analysts have rated the stock with a sell rating, thirteen have assigned a hold rating, four have issued a buy rating and three have given a strong buy rating to the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $365.37.

A number of analysts recently weighed in on TRV shares. Bank of America upped their target price on shares of Travelers Companies from $283.00 to $307.00 and gave the company an “underperform” rating in a research note on Monday, July 20th. Zacks Research cut shares of Travelers Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 9th. Truist Financial raised their price target on shares of Travelers Companies from $425.00 to $435.00 and gave the stock a “buy” rating in a research note on Monday, October 19th. Mizuho lifted their price objective on Travelers Companies from $345.00 to $371.00 and gave the company a “neutral” rating in a report on Tuesday, October 20th. Finally, JPMorgan Chase & Co. upped their price objective on Travelers Companies from $352.00 to $379.00 and gave the company a “neutral” rating in a research note on Tuesday, October 20th.

Travelers Companies Trading Down 1.8%

Shares of Travelers Companies stock opened at $398.33 on Friday. The firm has a market capitalization of $81.64 billion, a PE ratio of 10.44, a price-to-earnings-growth ratio of 2.78 and a beta of 0.43. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.33 and a quick ratio of 0.33. The company’s fifty day moving average price is $371.39 and its two-hundred day moving average price is $341.14. Travelers Companies has a 52-week low of $264.25 and a 52-week high of $407.86.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings data on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.39 by $1.79. The company had revenue of $12.41 billion during the quarter, compared to analysts’ expectations of $11.36 billion. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The business’s revenue was down .5% on a year-over-year basis. During the same quarter in the prior year, the company posted $8.14 EPS. On average, analysts expect that Travelers Companies will post 35.96 EPS for the current year.

Travelers Companies Announces Dividend

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

Insiders Place Their Bets

In other Travelers Companies news, EVP Gregory Toczydlowski sold 34,771 shares of the company’s stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $403.89, for a total value of $14,043,659.19. Following the sale, the executive vice president directly owned 18,416 shares in the company, valued at $7,438,038.24. This represents a 65.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Alan Schnitzer sold 88,900 shares of the stock in a transaction on Wednesday, October 21st. The stock was sold at an average price of $396.77, for a total value of $35,272,853.00. Following the transaction, the chief executive officer owned 303,124 shares of the company’s stock, valued at $120,270,509.48. This represents a 22.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 166,287 shares of company stock worth $66,182,760 over the last quarter. Corporate insiders own 1.39% of the company’s stock.

Institutional Investors Weigh In On Travelers Companies

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

Travelers Companies News Roundup

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.

Travelers Companies Company Profile

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.