What is Zacks Research’s Estimate for TRV FY2025 Earnings?

The Travelers Companies, Inc. (NYSE:TRV) – Research analysts at Zacks Research boosted their FY2025 earnings estimates for Travelers Companies in a research report issued to clients and investors on Wednesday, February 12th. Zacks Research analyst T. De now anticipates that the insurance provider will earn $20.33 per share for the year, up from their previous estimate of $19.81. The consensus estimate for Travelers Companies’ current full-year earnings is $20.57 per share. Zacks Research also issued estimates for Travelers Companies’ Q1 2026 earnings at $5.44 EPS, Q2 2026 earnings at $5.50 EPS, Q3 2026 earnings at $5.38 EPS, FY2026 earnings at $22.79 EPS and FY2027 earnings at $25.78 EPS.

Travelers Companies (NYSE:TRV) last released its earnings results on Wednesday, January 22nd. The insurance provider reported $9.15 EPS for the quarter, beating the consensus estimate of $6.50 by $2.65. The firm had revenue of $12.01 billion for the quarter, compared to analysts’ expectations of $10.80 billion. Travelers Companies had a net margin of 10.77% and a return on equity of 19.06%. Travelers Companies’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the company earned $7.01 EPS.

Other equities analysts have also recently issued research reports about the stock. Piper Sandler raised shares of Travelers Companies from a “neutral” rating to an “overweight” rating and lifted their price objective for the stock from $259.00 to $310.00 in a research note on Friday, January 24th. Barclays lifted their price objective on shares of Travelers Companies from $278.00 to $287.00 and gave the stock an “overweight” rating in a research note on Friday, January 24th. BMO Capital Markets lifted their price objective on shares of Travelers Companies from $275.00 to $297.00 and gave the stock an “outperform” rating in a research note on Friday, January 24th. UBS Group lifted their price objective on shares of Travelers Companies from $244.00 to $270.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 22nd. Finally, Wells Fargo & Company lifted their price objective on shares of Travelers Companies from $213.00 to $225.00 and gave the stock an “underweight” rating in a research note on Thursday, January 23rd. Four 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $260.47.

Travelers Companies Stock Down 2.0 %

Travelers Companies stock opened at $238.25 on Friday. The stock has a market cap of $54.09 billion, a price-to-earnings ratio of 11.10, a PEG ratio of 1.08 and a beta of 0.64. 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’s 50-day moving average price is $243.21 and its two-hundred day moving average price is $240.46. Travelers Companies has a 52 week low of $200.21 and a 52 week high of $269.55.

Hedge Funds Weigh In On Travelers Companies

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Mercer Global Advisors Inc. ADV bought a new position in Travelers Companies during the fourth quarter worth $16,007,000. Keel Point LLC bought a new position in Travelers Companies during the fourth quarter worth $204,000. FAS Wealth Partners Inc. increased its position in Travelers Companies by 2.7% during the fourth quarter. FAS Wealth Partners Inc. now owns 12,330 shares of the insurance provider’s stock worth $2,970,000 after acquiring an additional 323 shares during the period. Freestone Grove Partners LP bought a new position in Travelers Companies during the fourth quarter worth $417,000. Finally, Bridgewealth Advisory Group LLC bought a new position in Travelers Companies during the fourth quarter worth $350,000. Institutional investors own 82.45% of the company’s stock.

Insider Activity

In other news, Vice Chairman William H. Heyman sold 3,740 shares of Travelers Companies stock in a transaction that occurred on Monday, November 25th. The shares were sold at an average price of $264.80, for a total value of $990,352.00. Following the transaction, the insider now 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 can be accessed through this hyperlink. Also, EVP Maria Olivo sold 10,410 shares of Travelers Companies stock in a transaction that occurred on Monday, November 18th. The shares were sold at an average price of $261.80, for a total transaction of $2,725,338.00. Following the completion of the transaction, the executive vice president now directly owns 111,162 shares in the company, valued at approximately $29,102,211.60. This represents a 8.56 % decrease in their position. The disclosure for this sale can be found here. Insiders own 1.33% of the company’s stock.

Travelers Companies Announces Dividend

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