Q3 EPS Forecast for Travelers Companies Decreased by Analyst

The Travelers Companies, Inc. (NYSE:TRV) – Analysts at Zacks Research cut their Q3 2025 EPS estimates for shares of Travelers Companies in a research report issued on Wednesday, May 7th. Zacks Research analyst T. De now expects that the insurance provider will post earnings of $4.77 per share for the quarter, down from their prior forecast of $4.82. The consensus estimate for Travelers Companies’ current full-year earnings is $17.02 per share. Zacks Research also issued estimates for Travelers Companies’ Q4 2025 earnings at $7.61 EPS, FY2025 earnings at $17.50 EPS, Q1 2026 earnings at $5.93 EPS, Q2 2026 earnings at $5.53 EPS, Q3 2026 earnings at $5.33 EPS, Q4 2026 earnings at $6.06 EPS, FY2026 earnings at $22.86 EPS, Q1 2027 earnings at $6.55 EPS and FY2027 earnings at $25.88 EPS.

Travelers Companies (NYSE:TRV) last announced its 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. The business had revenue of $10.52 billion for the quarter, compared to analysts’ expectations of $10.97 billion. Travelers Companies had a net margin of 10.77% and a return on equity of 19.06%. During the same period in the previous year, the company posted $4.69 EPS.

Several other brokerages have also recently issued reports on TRV. Jefferies Financial Group boosted their price objective on shares of Travelers Companies from $265.00 to $270.00 and gave the company a “hold” rating in a research note on Friday, April 11th. Royal Bank of Canada reissued a “sector perform” rating and issued a $268.00 price objective (down from $273.00) on shares of Travelers Companies in a research note on Thursday, January 23rd. Keefe, Bruyette & Woods boosted their price objective on shares of Travelers Companies from $274.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, April 17th. Piper Sandler raised shares of Travelers Companies from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $259.00 to $310.00 in a research note on Friday, January 24th. Finally, BMO Capital Markets boosted their price objective on shares of Travelers Companies from $275.00 to $297.00 and gave the company an “outperform” rating in a research note on Friday, January 24th. Three equities research analysts have rated the stock with a sell rating, twelve have issued a hold rating and seven have issued a buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $267.32.

Travelers Companies Stock Performance

Shares of TRV opened at $268.08 on Monday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.33 and a current ratio of 0.33. The stock has a market capitalization of $60.74 billion, a P/E ratio of 12.49, a P/E/G ratio of 4.65 and a beta of 0.53. The company’s fifty day moving average is $257.71 and its two-hundred day moving average is $251.62. Travelers Companies has a 1 year low of $200.21 and a 1 year high of $273.08.

Travelers Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 30th. Shareholders of record on Tuesday, June 10th will be issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.64%. The ex-dividend date is Tuesday, June 10th. This is an increase from Travelers Companies’s previous quarterly dividend of $1.05. Travelers Companies’s payout ratio is currently 23.95%.

Hedge Funds Weigh In On Travelers Companies

A number of hedge funds have recently added to or reduced their stakes in the business. Bearing Point Capital LLC boosted its holdings in Travelers Companies by 2.0% during the first quarter. Bearing Point Capital LLC now owns 1,973 shares of the insurance provider’s stock worth $522,000 after buying an additional 38 shares during the last quarter. Forum Financial Management LP boosted its holdings in Travelers Companies by 0.9% during the first quarter. Forum Financial Management LP now owns 4,428 shares of the insurance provider’s stock worth $1,171,000 after buying an additional 39 shares during the last quarter. Y.D. More Investments Ltd boosted its holdings in Travelers Companies by 13.9% during the first quarter. Y.D. More Investments Ltd now owns 319 shares of the insurance provider’s stock worth $84,000 after buying an additional 39 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in Travelers Companies by 1.2% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 3,414 shares of the insurance provider’s stock worth $822,000 after buying an additional 41 shares during the last quarter. Finally, Quent Capital LLC boosted its holdings in Travelers Companies by 3.3% during the fourth quarter. Quent Capital LLC now owns 1,363 shares of the insurance provider’s stock worth $328,000 after buying an additional 43 shares during the last quarter. Institutional investors and hedge funds own 82.45% of the company’s stock.

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.