Insider Selling: Travelers Companies (NYSE:TRV) EVP Sells 9,016 Shares of Stock

The Travelers Companies, Inc. (NYSE:TRV) EVP Jeffrey Klenk sold 9,016 shares of the company’s stock in a transaction that occurred on Thursday, October 22nd. The stock was sold at an average price of $405.57, for a total value of $3,656,619.12. Following the sale, the executive vice president directly owned 6,075 shares in the company, valued at $2,463,837.75. This trade represents a 59.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Travelers Companies Price Performance

Shares of NYSE TRV traded down $7.11 during midday trading on Friday, reaching $398.33. 1,293,030 shares of the stock traded hands, compared to its average volume of 1,648,327. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.33 and a quick ratio of 0.33. The stock has a market capitalization of $81.64 billion, a PE ratio of 10.44, a P/E/G ratio of 2.81 and a beta of 0.43. The Travelers Companies, Inc. has a one year low of $264.25 and a one year high of $407.86. The company’s 50 day moving average is $370.83 and its 200 day moving average is $340.73.

Travelers Companies (NYSE:TRV) last posted its earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share for the quarter, beating analysts’ consensus estimates of $7.39 by $1.79. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The firm had revenue of $12.41 billion during the quarter, compared to analyst estimates of $11.36 billion. During the same period last year, the firm posted $8.14 earnings per share. Travelers Companies’s revenue for the quarter was down .5% compared to the same quarter last year. On average, equities research analysts anticipate that The Travelers Companies, Inc. will post 35.65 earnings per share for the current year.

Travelers Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Thursday, December 10th will be given a dividend of $1.25 per share. The ex-dividend date is Thursday, December 10th. This represents a $5.00 annualized dividend and a yield of 1.3%. Travelers Companies’s dividend payout ratio (DPR) is 13.11%.

Institutional Trading of Travelers Companies

Institutional investors have recently bought and sold shares of the stock. LifeSteps Financial Inc. purchased a new position in Travelers Companies during the second quarter worth $26,000. Kilter Group LLC bought a new position in Travelers Companies during the second quarter valued at $26,000. HHM Wealth Advisors LLC increased its position in Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. Whipplewood Advisors LLC purchased a new stake in shares of Travelers Companies in the first quarter valued at $26,000. Finally, Delos Wealth Advisors LLC purchased a new stake in shares of Travelers Companies in the second quarter valued at $30,000. 82.45% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have recently weighed in on TRV. Citigroup restated a “neutral” rating on shares of Travelers Companies in a report on Friday, October 16th. Keefe, Bruyette & Woods increased their price target on shares of Travelers Companies from $372.00 to $382.00 and gave the company a “market perform” rating in a report on Tuesday. Roth Capital lifted their price target on Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. JPMorgan Chase & Co. lifted their price target on Travelers Companies from $352.00 to $379.00 and gave the stock a “neutral” rating in a research report on Tuesday. Finally, Piper Sandler boosted their price objective on Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Three investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, Travelers Companies has an average rating of “Hold” and an average target price of $365.37.

Travelers Companies News Roundup

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

• Positive Sentiment: DOWLING & PARTN raised its fiscal 2026 EPS estimate for Travelers to $35.75 from $32.50, slightly above the current consensus estimate of $35.65. The revision suggests increased confidence in the insurer’s earnings outlook.
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan Chase reportedly increased their price targets for TRV. The target increases add to the positive analyst momentum surrounding the shares. Keefe, Bruyette & Woods price target article Mizuho price target article JPMorgan price target article
• Positive Sentiment: Zacks highlighted Travelers as a potential momentum stock, reflecting its recent price strength and favorable trend signals. Zacks Travelers momentum article
• Positive Sentiment: Diversify Advisory Services increased its TRV holdings by 20.5% in the third quarter. Institutional buying can provide modest support for the stock. Diversify Advisory Services holdings article
• Neutral Sentiment: Travelers’ latest quarterly results were strong, with EPS of $9.18 versus a $7.39 estimate and revenue of $12.41 billion versus an $11.36 billion forecast. However, revenue declined slightly year over year, and the average analyst rating remains Hold.
• Negative Sentiment: EVPs Michael Klein and Maria Olivo sold a combined 22,600 shares worth roughly $9 million. Both executives retained sizable positions, but the transactions may create a modestly negative signal. Michael Klein SEC filing Maria Olivo SEC filing
• Negative Sentiment: BMO Capital maintained a Hold rating and Barclays issued a Sell rating, underscoring concerns about valuation after TRV’s recent advance.

About Travelers Companies

Travelers Companies, Inc is a property and casualty insurance company that provides insurance products and related services to businesses, government entities and individuals. The company offers coverage for property damage, liability, workers’ compensation, automobile accidents, cybersecurity risks and other exposures.

Travelers conducts its operations primarily through its Business Insurance, Bond & Specialty Insurance and Personal Insurance segments. Its products include commercial property and casualty policies, surety and fidelity bonds, homeowners insurance, personal automobile insurance and umbrella coverage.