William Blair Brokers Reduce Earnings Estimates for TRV

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - Analysts at William Blair dropped their Q4 2025 earnings per share estimates for shares of Travelers Companies in a research note issued to investors on Wednesday, April 16th. William Blair analyst A. Klauber now anticipates that the insurance provider will post earnings of $7.64 per share for the quarter, down from their previous estimate of $7.83. The consensus estimate for Travelers Companies' current full-year earnings is $17.02 per share. William Blair also issued estimates for Travelers Companies' Q1 2026 earnings at $6.60 EPS and Q4 2026 earnings at $7.33 EPS.

A number of other research firms also recently weighed in on TRV. HSBC downgraded shares of Travelers Companies from a "buy" rating to a "hold" rating and set a $270.00 price target for the company. in a research report on Monday, March 24th. UBS Group reduced their target price on Travelers Companies from $270.00 to $267.00 and set a "neutral" rating on the stock in a report on Wednesday, April 9th. Royal Bank of Canada reaffirmed a "sector perform" rating and issued a $268.00 price target (down previously from $273.00) on shares of Travelers Companies in a research note on Thursday, January 23rd. StockNews.com upgraded shares of Travelers Companies from a "hold" rating to a "buy" rating in a research note on Thursday. Finally, Keefe, Bruyette & Woods boosted their target price on shares of Travelers Companies from $274.00 to $290.00 and gave the company an "outperform" rating in a research report on Thursday. Three investment analysts have rated the stock with a sell rating, eleven have given a hold rating and eight have assigned a buy rating to the company. According to MarketBeat, the company has an average rating of "Hold" and an average target price of $267.32.

Travelers Companies Stock Performance

TRV stock traded down $5.96 during trading hours on Friday, hitting $249.90. 1,864,357 shares of the stock were exchanged, compared to its average volume of 1,288,528. The company has a 50-day simple moving average of $252.42 and a two-hundred day simple moving average of $249.58. The firm has a market capitalization of $56.66 billion, a P/E ratio of 11.64, a P/E/G ratio of 4.65 and a beta of 0.48. Travelers Companies has a 12 month low of $200.21 and a 12 month high of $269.56. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.29.

Travelers Companies (NYSE:TRV - Get Free Report) last announced its quarterly earnings results on Wednesday, April 16th. The insurance provider reported $1.91 EPS for the quarter, beating analysts' consensus estimates of $0.53 by $1.38. Travelers Companies had a net margin of 10.77% and a return on equity of 19.06%. The business had revenue of $10.52 billion for the quarter, compared to analyst estimates of $10.97 billion. During the same quarter in the prior year, the business earned $4.69 EPS.

Institutional Trading of Travelers Companies

Institutional investors have recently added to or reduced their stakes in the stock. Putney Financial Group LLC purchased a new stake in shares of Travelers Companies in the 4th quarter valued at about $26,000. Ameriflex Group Inc. purchased a new position in shares of Travelers Companies in the fourth quarter worth $26,000. YANKCOM Partnership bought a new position in shares of Travelers Companies during the fourth quarter valued at about $27,000. Kapitalo Investimentos Ltda bought a new stake in shares of Travelers Companies during the 4th quarter valued at about $30,000. Finally, Wood Tarver Financial Group LLC purchased a new stake in Travelers Companies in the fourth quarter worth about $33,000. Hedge funds and other institutional investors own 82.45% of the company's stock.

Travelers Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Tuesday, June 10th will be issued a $1.10 dividend. This is a positive change from Travelers Companies's previous quarterly dividend of $1.05. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.76%. The ex-dividend date is Tuesday, June 10th. Travelers Companies's dividend payout ratio (DPR) is presently 23.95%.

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.