Roth Capital Equities Analysts Boost Earnings Estimates for The Travelers Companies, Inc. (NYSE:TRV)

The Travelers Companies, Inc. (NYSE:TRV) – Research analysts at Roth Capital raised their Q2 2025 earnings estimates for shares of Travelers Companies in a research note issued to investors on Thursday, July 25th. Roth Capital analyst H. Fong now forecasts that the insurance provider will earn $3.84 per share for the quarter, up from their previous estimate of $3.78. The consensus estimate for Travelers Companies’ current full-year earnings is $17.12 per share. Roth Capital also issued estimates for Travelers Companies’ Q3 2025 earnings at $5.37 EPS and Q4 2025 earnings at $7.02 EPS.

Several other equities analysts have also recently issued reports on TRV. Royal Bank of Canada reissued a “sector perform” rating and issued a $225.00 price objective on shares of Travelers Companies in a report on Monday. JMP Securities reissued a “market perform” rating on shares of Travelers Companies in a report on Friday, April 19th. StockNews.com raised shares of Travelers Companies from a “hold” rating to a “buy” rating in a research note on Monday. Bank of America boosted their target price on shares of Travelers Companies from $202.00 to $223.00 and gave the company an “underperform” rating in a research note on Monday. Finally, Evercore ISI dropped their price target on shares of Travelers Companies from $253.00 to $250.00 and set an “outperform” rating on the stock in a research report on Thursday, April 18th. Four research analysts have rated the stock with a sell rating, thirteen have issued a hold rating, four have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $220.94.

Travelers Companies Price Performance

NYSE:TRV opened at $209.20 on Friday. The firm’s fifty day moving average is $209.80 and its two-hundred day moving average is $214.09. The firm has a market cap of $47.68 billion, a price-to-earnings ratio of 15.54, a PEG ratio of 1.12 and a beta of 0.61. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.34 and a current ratio of 0.33. Travelers Companies has a one year low of $157.33 and a one year high of $232.75.

Travelers Companies (NYSE:TRV) last released its quarterly earnings data on Friday, July 19th. The insurance provider reported $2.51 EPS for the quarter, missing the consensus estimate of $3.23 by ($0.72). Travelers Companies had a net margin of 8.37% and a return on equity of 15.90%. The business had revenue of $11.28 billion during the quarter, compared to analysts’ expectations of $11.35 billion. During the same period last year, the company earned $0.06 earnings per share. The firm’s revenue was up 11.7% on a year-over-year basis.

Institutional Investors Weigh In On Travelers Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Wealth Quarterback LLC lifted its stake in shares of Travelers Companies by 1.1% in the fourth quarter. Wealth Quarterback LLC now owns 4,333 shares of the insurance provider’s stock worth $825,000 after buying an additional 49 shares in the last quarter. Kapitalo Investimentos Ltda raised its holdings in Travelers Companies by 24.1% in the 4th quarter. Kapitalo Investimentos Ltda now owns 252 shares of the insurance provider’s stock valued at $48,000 after acquiring an additional 49 shares during the last quarter. Massmutual Trust Co. FSB ADV lifted its stake in Travelers Companies by 9.8% in the 1st quarter. Massmutual Trust Co. FSB ADV now owns 561 shares of the insurance provider’s stock worth $129,000 after purchasing an additional 50 shares in the last quarter. Norwood Financial Corp boosted its holdings in shares of Travelers Companies by 16.1% during the 1st quarter. Norwood Financial Corp now owns 360 shares of the insurance provider’s stock worth $83,000 after purchasing an additional 50 shares during the last quarter. Finally, Grimes & Company Inc. boosted its holdings in shares of Travelers Companies by 2.2% during the 4th quarter. Grimes & Company Inc. now owns 2,420 shares of the insurance provider’s stock worth $461,000 after purchasing an additional 53 shares during the last quarter. Institutional investors and hedge funds own 82.45% of the company’s stock.

Insider Activity

In related news, EVP Jeffrey P. Klenk sold 3,635 shares of the business’s stock in a transaction that occurred on Wednesday, May 1st. The stock was sold at an average price of $213.68, for a total transaction of $776,726.80. Following the completion of the sale, the executive vice president now directly owns 6,075 shares in the company, valued at $1,298,106. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.33% of the company’s stock.

Travelers Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, September 30th. Shareholders of record on Tuesday, September 10th will be issued a dividend of $1.05 per share. The ex-dividend date of this dividend is Tuesday, September 10th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 2.01%. Travelers Companies’s payout ratio is currently 31.20%.

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.