Travelers Companies (NYSE:TRV) EVP Gregory Toczydlowski Sells 34,771 Shares of Stock

The Travelers Companies, Inc. (NYSE:TRV) EVP Gregory Toczydlowski sold 34,771 shares of the firm’s stock in a transaction that occurred on Thursday, October 22nd. The shares were sold at an average price of $403.89, for a total transaction of $14,043,659.19. Following the completion of the transaction, the executive vice president directly owned 18,416 shares of the company’s stock, valued at $7,438,038.24. This represents a 65.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Travelers Companies Stock Down 1.8%

Travelers Companies stock opened at $398.33 on Friday. The stock’s fifty day moving average is $371.39 and its two-hundred day moving average is $341.14. The stock has a market cap of $81.64 billion, a PE ratio of 10.44, a P/E/G ratio of 2.83 and a beta of 0.43. The Travelers Companies, Inc. has a 1-year low of $264.25 and a 1-year high of $407.86. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.33 and a quick ratio of 0.33.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.39 by $1.79. Travelers Companies had a return on equity of 26.19% and a net margin of 17.03%. The firm had revenue of $12.41 billion during the quarter, compared to the consensus estimate of $11.36 billion. During the same period in the prior year, the company posted $8.14 earnings per share. The firm’s quarterly revenue was down .5% compared to the same quarter last year. On average, sell-side analysts expect that The Travelers Companies, Inc. will post 35.96 EPS for the current fiscal year.

Travelers Companies Announces Dividend

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

Institutional Investors Weigh In On Travelers Companies

A number of institutional investors and hedge funds have recently made changes to their positions in TRV. Randolph Co Inc purchased a new stake in Travelers Companies during the 3rd quarter valued at approximately $536,000. Trueblood Wealth Management LLC grew its stake in shares of Travelers Companies by 39.7% in the 3rd quarter. Trueblood Wealth Management LLC now owns 2,121 shares of the insurance provider’s stock valued at $756,000 after purchasing an additional 603 shares during the last quarter. Brucke Financial Inc. acquired a new position in shares of Travelers Companies in the third quarter valued at approximately $247,000. Signaturefd LLC increased its holdings in shares of Travelers Companies by 1.2% in the third quarter. Signaturefd LLC now owns 7,297 shares of the insurance provider’s stock valued at $2,601,000 after purchasing an additional 85 shares during the period. Finally, BG Investment Services LLC purchased a new stake in shares of Travelers Companies during the third quarter worth approximately $7,521,000. 82.45% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Travelers Companies

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.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on TRV shares. Evercore set a $329.00 price objective on shares of Travelers Companies and gave the company an “in-line” rating in a research note on Friday, July 10th. HSBC lifted their target price on Travelers Companies from $321.00 to $351.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. The Goldman Sachs Group downgraded Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 target price for the company. in a report on Monday, July 20th. TD Cowen downgraded Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target on the stock. in a research note on Monday, July 13th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of Travelers Companies in a research note on Monday. Three investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $365.37.

Travelers Companies Company Profile

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.