Teacher Retirement System of Texas Has $31.97 Million Stake in The Travelers Companies, Inc. $TRV

Teacher Retirement System of Texas raised its stake in shares of The Travelers Companies, Inc. (NYSE:TRV) by 14.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 114,504 shares of the insurance provider’s stock after buying an additional 14,137 shares during the quarter. Teacher Retirement System of Texas owned about 0.05% of Travelers Companies worth $31,972,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Associated Banc Corp boosted its stake in Travelers Companies by 1.4% during the 2nd quarter. Associated Banc Corp now owns 2,734 shares of the insurance provider’s stock worth $731,000 after acquiring an additional 39 shares during the last quarter. Fifth Third Wealth Advisors LLC raised its holdings in Travelers Companies by 1.0% in the third quarter. Fifth Third Wealth Advisors LLC now owns 4,093 shares of the insurance provider’s stock worth $1,143,000 after purchasing an additional 40 shares during the period. ORG Partners LLC raised its holdings in Travelers Companies by 5.6% in the second quarter. ORG Partners LLC now owns 776 shares of the insurance provider’s stock worth $207,000 after purchasing an additional 41 shares during the period. Park Place Capital Corp boosted its position in shares of Travelers Companies by 33.1% during the second quarter. Park Place Capital Corp now owns 165 shares of the insurance provider’s stock worth $44,000 after purchasing an additional 41 shares in the last quarter. Finally, Nilsine Partners LLC grew its holdings in shares of Travelers Companies by 0.4% in the 3rd quarter. Nilsine Partners LLC now owns 9,737 shares of the insurance provider’s stock valued at $2,719,000 after buying an additional 41 shares during the period. 82.45% of the stock is owned by institutional investors.

Travelers Companies Stock Down 0.3%

TRV stock opened at $277.62 on Friday. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.33 and a quick ratio of 0.35. The stock has a market capitalization of $61.93 billion, a P/E ratio of 10.08, a P/E/G ratio of 2.62 and a beta of 0.52. The Travelers Companies, Inc. has a fifty-two week low of $230.43 and a fifty-two week high of $296.85. The business has a 50-day moving average of $285.19 and a 200-day moving average of $275.65.

Travelers Companies (NYSE:TRV) last released its earnings results on Wednesday, January 21st. The insurance provider reported $11.13 EPS for the quarter, beating the consensus estimate of $8.34 by $2.79. Travelers Companies had a return on equity of 20.70% and a net margin of 12.88%.The firm had revenue of $12.43 billion for the quarter, compared to analysts’ expectations of $11.13 billion. During the same quarter in the previous year, the business posted $9.15 EPS. The business’s quarterly revenue was up 3.5% compared to the same quarter last year. On average, sell-side analysts anticipate that The Travelers Companies, Inc. will post 17.02 earnings per share for the current fiscal year.

Travelers Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be issued a dividend of $1.10 per share. The ex-dividend date is Tuesday, March 10th. This represents a $4.40 annualized dividend and a yield of 1.6%. Travelers Companies’s dividend payout ratio is presently 17.30%.

Travelers Companies declared that its board has authorized a share buyback plan on Wednesday, January 21st that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the insurance provider to purchase up to 8.3% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Trending Headlines about Travelers Companies

Here are the key news stories impacting Travelers Companies this week:

• Positive Sentiment: Strong Q4 beat — TRV reported Q4 EPS of $11.13 and revenue of $12.43B, both ahead of Street expectations; management cited underwriting strength and investment income that helped drive ~20% profit growth. This supports earnings momentum and valuation upside. Travelers logs 20% growth in Q4 profit
• Positive Sentiment: Large $5.0B buyback authorized — Board approved repurchases equal to ~8.3% of shares, increasing cash returns and supporting EPS per share over time; signals management confidence in the franchise. Board of Directors Initiates Stock Buyback Plan
• Positive Sentiment: Analyst upgrades/raised targets — Roth MKM raised its price target to $320 (buy) and Keefe, Bruyette & Woods raised to $320 (outperform), implying material upside from current levels and likely supporting near-term buying interest. Benzinga price target coverage KBW raise reported at TickerReport
• Positive Sentiment: Higher investment income outlook and tech investments — management signaled a ~$3.3B fixed-income net investment income outlook for 2026 and highlighted AI initiatives to improve efficiency, which could boost underwriting and investment returns. NII outlook and AI investments
• Neutral Sentiment: Earnings call/transcripts available — Detailed call notes and transcripts outline underwriting drivers and reserve positions; useful for modeling but largely confirm the results already reported. Earnings call transcript
• Negative Sentiment: Some mixed analyst reactions — Wells Fargo trimmed its target to $285 (equal weight) and Mizuho cut to $304 (neutral), which may cap upside and reflect caution on reserve, pricing or interest-rate sensitivity. Those notes can pressure sentiment even after the beat. Benzinga coverage of analyst changes

Analysts Set New Price Targets

Several brokerages recently commented on TRV. Roth Mkm raised their price objective on Travelers Companies from $300.00 to $320.00 and gave the stock a “buy” rating in a research note on Friday. Wells Fargo & Company lowered their price target on Travelers Companies from $307.00 to $285.00 and set an “equal weight” rating for the company in a report on Thursday. Zacks Research lowered Travelers Companies from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 22nd. Morgan Stanley boosted their price objective on Travelers Companies from $285.00 to $295.00 and gave the company an “equal weight” rating in a research report on Monday, November 17th. Finally, Wall Street Zen cut Travelers Companies from a “buy” rating to a “hold” rating in a research note on Sunday, October 19th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $301.20.

Insider Buying and Selling at Travelers Companies

In related news, CFO Daniel S. Frey sold 25,000 shares of the firm’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $278.25, for a total value of $6,956,250.00. Following the completion of the transaction, the chief financial officer owned 26,932 shares of the company’s stock, valued at approximately $7,493,829. This trade represents a 48.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Vice Chairman William H. Heyman sold 2,000 shares of Travelers Companies stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $287.50, for a total transaction of $575,000.00. Following the completion of the sale, the insider owned 255,086 shares in the company, valued at $73,337,225. The trade was a 0.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 46,295 shares of company stock worth $13,011,918. Company insiders own 1.46% of the company’s stock.

Travelers Companies Profile

The Travelers Companies, Inc (NYSE: TRV) is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.

On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers’ compensation, professional and management liability, surety and inland marine.