Q2 EPS Forecast for Travelers Companies Lowered by Analyst

The Travelers Companies, Inc. (NYSE:TRV) – Research analysts at Zacks Research reduced their Q2 2025 earnings per share (EPS) estimates for shares of Travelers Companies in a report released on Wednesday, February 12th. Zacks Research analyst T. De now expects that the insurance provider will post earnings of $3.26 per share for the quarter, down from their previous estimate of $3.51. The consensus estimate for Travelers Companies’ current full-year earnings is $20.57 per share. Zacks Research also issued estimates for Travelers Companies’ Q3 2025 earnings at $4.82 EPS, Q4 2025 earnings at $7.74 EPS, Q4 2025 earnings at $7.74 EPS and Q4 2026 earnings at $6.48 EPS.

Travelers Companies (NYSE:TRV) last released its quarterly earnings results 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 business had revenue of $12.01 billion for the quarter, compared to analysts’ expectations of $10.80 billion. Travelers Companies had a return on equity of 19.06% and a net margin of 10.77%. The company’s revenue was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.01 EPS.

TRV has been the topic of a number of other research reports. Hsbc Global Res upgraded Travelers Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 10th. Barclays upped their price target on Travelers Companies from $278.00 to $287.00 and gave the stock an “overweight” rating in a report on Friday, January 24th. BMO Capital Markets upped their target price on Travelers Companies from $275.00 to $297.00 and gave the company an “outperform” rating in a research note on Friday, January 24th. Piper Sandler raised 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 note on Friday, January 24th. Finally, Keefe, Bruyette & Woods upped their target price on Travelers Companies from $268.00 to $275.00 and gave the company a “market perform” rating in a research note on Monday, January 27th. Four research analysts have rated the stock with a sell rating, twelve have assigned a hold rating, seven have assigned a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $260.47.

Travelers Companies Stock Performance

TRV opened at $238.25 on Monday. The stock has a market cap of $54.09 billion, a P/E ratio of 11.10, a P/E/G ratio of 1.08 and a beta of 0.64. 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’s 50 day simple moving average is $242.76 and its 200 day simple moving average is $240.77. Travelers Companies has a 1-year low of $200.21 and a 1-year high of $269.55.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in TRV. Elevate Capital Advisors LLC acquired a new stake in Travelers Companies in the 4th quarter valued at $4,627,000. Franklin Resources Inc. increased its holdings in Travelers Companies by 39.5% in the 3rd quarter. Franklin Resources Inc. now owns 135,957 shares of the insurance provider’s stock valued at $32,646,000 after purchasing an additional 38,515 shares in the last quarter. Orion Portfolio Solutions LLC increased its holdings in Travelers Companies by 34.6% in the 3rd quarter. Orion Portfolio Solutions LLC now owns 18,144 shares of the insurance provider’s stock valued at $4,248,000 after purchasing an additional 4,665 shares in the last quarter. Czech National Bank increased its holdings in Travelers Companies by 6.0% in the 4th quarter. Czech National Bank now owns 49,223 shares of the insurance provider’s stock valued at $11,857,000 after purchasing an additional 2,792 shares in the last quarter. Finally, Catalyst Capital Advisors LLC acquired a new stake in Travelers Companies in the 3rd quarter valued at $50,000. 82.45% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Vice Chairman William H. Heyman sold 3,740 shares of the 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 transaction, the insider now directly owns 250,384 shares of the company’s stock, valued at approximately $66,301,683.20. This trade represents a 1.47 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 1.33% of the company’s stock.

Travelers Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Investors of record on Monday, March 10th will be given a $1.05 dividend. This represents a $4.20 annualized dividend and a dividend yield of 1.76%. The ex-dividend date of this dividend is Monday, March 10th. Travelers Companies’s dividend payout ratio (DPR) is currently 19.56%.

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.