Travelers Companies (NYSE:TRV) Price Target Raised to $320.00 at Keefe, Bruyette & Woods

Travelers Companies (NYSE:TRV) had its price objective upped by investment analysts at Keefe, Bruyette & Woods from $317.00 to $320.00 in a report issued on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the insurance provider’s stock. Keefe, Bruyette & Woods’ price objective indicates a potential upside of 14.89% from the stock’s current price.

A number of other equities research analysts have also recently weighed in on TRV. Evercore ISI boosted their price objective on Travelers Companies from $309.00 to $317.00 and gave the company an “outperform” rating in a research note on Wednesday, January 7th. The Goldman Sachs Group lowered shares of Travelers Companies from a “buy” rating to a “neutral” rating and set a $304.00 price objective on the stock. in a research note on Wednesday, January 7th. Mizuho decreased their target price on shares of Travelers Companies from $315.00 to $304.00 and set a “neutral” rating for the company in a research note on Thursday. UBS Group boosted their price target on Travelers Companies from $284.00 to $287.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Finally, Piper Sandler lifted their target price on Travelers Companies from $320.00 to $322.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $299.67.

Travelers Companies Price Performance

Shares of TRV opened at $278.53 on Friday. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.28. The firm’s fifty day simple moving average is $285.38 and its 200-day simple moving average is $275.51. The firm has a market capitalization of $62.13 billion, a price-to-earnings ratio of 10.12, a PEG ratio of 2.60 and a beta of 0.52. Travelers Companies has a twelve month low of $230.43 and a twelve month high of $296.85.

Travelers Companies (NYSE:TRV) last posted its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share for the quarter, beating analysts’ consensus estimates of $8.34 by $2.79. The company had revenue of $12.43 billion for the quarter, compared to analysts’ expectations of $11.13 billion. Travelers Companies had a return on equity of 20.70% and a net margin of 12.88%.Travelers Companies’s quarterly revenue was up 3.5% on a year-over-year basis. During the same period last year, the firm earned $9.15 earnings per share. Equities analysts forecast that Travelers Companies will post 17.02 EPS for the current fiscal year.

Travelers Companies announced that its board has approved a share repurchase plan on Wednesday, January 21st that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the insurance provider to buy up to 8.3% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board believes its shares are undervalued.

Insider Activity at Travelers Companies

In related news, Vice Chairman William H. Heyman sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $287.50, for a total value of $575,000.00. Following the completion of the sale, the insider owned 255,086 shares in the company, valued at $73,337,225. This trade represents a 0.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Maria Olivo sold 8,920 shares of the company’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $295.73, for a total transaction of $2,637,911.60. Following the transaction, the executive vice president owned 117,596 shares in the company, valued at $34,776,665.08. The trade was a 7.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 46,295 shares of company stock valued at $13,011,918. Company insiders own 1.46% of the company’s stock.

Hedge Funds Weigh In On Travelers Companies

Several hedge funds and other institutional investors have recently bought and sold shares of TRV. Avalon Trust Co increased its position in shares of Travelers Companies by 23.4% in the 2nd quarter. Avalon Trust Co now owns 7,541 shares of the insurance provider’s stock valued at $2,018,000 after buying an additional 1,429 shares in the last quarter. Liberty One Investment Management LLC raised its position in shares of Travelers Companies by 32.3% during the third quarter. Liberty One Investment Management LLC now owns 26,228 shares of the insurance provider’s stock worth $7,323,000 after purchasing an additional 6,408 shares during the period. CWM LLC grew its position in shares of Travelers Companies by 11.3% in the 3rd quarter. CWM LLC now owns 135,143 shares of the insurance provider’s stock valued at $37,735,000 after purchasing an additional 13,758 shares during the period. Nordea Investment Management AB increased its stake in Travelers Companies by 1,641.3% during the 3rd quarter. Nordea Investment Management AB now owns 379,480 shares of the insurance provider’s stock worth $105,537,000 after purchasing an additional 357,687 shares in the last quarter. Finally, Citizens Financial Group Inc. RI raised its holdings in Travelers Companies by 21.9% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 45,078 shares of the insurance provider’s stock worth $12,587,000 after buying an additional 8,090 shares during the period. 82.45% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Travelers Companies

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

• Positive Sentiment: Q4 earnings beat materially: TRV reported $11.13 EPS vs. ~$8.8 expected and revenue of $12.43B, driven by underwriting gains and higher net investment income — a major catalyst for the rally. Travelers Stock Rises on Earnings. It Set Aside Another $5 Billion for Stock Buybacks.
• Positive Sentiment: Board authorized a $5.0B share repurchase program (up to ~8.3% of shares), signaling management thinks the stock is undervalued and increasing potential EPS accretion. Travelers Companies (NYSE:TRV) Board of Directors Initiates Stock Buyback Plan
• Positive Sentiment: Operational tailwinds: management flagged stronger net investment income (NII) outlook (~$3.3B fixed‑income NII for 2026) and ongoing AI-related efficiencies supporting long‑term margins. Travelers signals $3.3B fixed income NII outlook for 2026 as AI investments reshape operations
• Positive Sentiment: Dividend maintained/increased clarity: company declared a quarterly dividend of $1.10 per share, supporting income investor interest and total return expectations.
• Neutral Sentiment: Full earnings/earnings-call transcripts and analyst takeaways are available for deeper review (transcripts show management commentary on reserves, underwriting momentum and capital deployment). Travelers (TRV) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst price‑target trims: Wells Fargo cut its target to $285 (equal‑weight) and Mizuho trimmed to $304 (neutral), which could temper near‑term upside and cap enthusiasm from some institutional holders. Analyst price target changes (Benzinga)

Travelers Companies Company 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.