Weekly Analysts’ Ratings Changes for Travelers Companies (TRV)

A number of firms have modified their ratings and price targets on shares of Travelers Companies (NYSE: TRV) recently:

• 10/28/2026 – Travelers Companies had its price target lowered by Evercore from $372.00 to $342.00.
• 10/26/2026 – Travelers Companies had its “buy” rating reaffirmed by Roth Capital. They now have a $425.00 price target on the stock, up from $345.00.
• 10/26/2026 – Travelers Companies had its price target raised by Cantor Fitzgerald from $378.00 to $397.00. They now have an “overweight” rating on the stock.
• 10/23/2026 – Travelers Companies had its price target raised by Morgan Stanley from $330.00 to $350.00. They now have an “underweight” rating on the stock.
• 10/20/2026 – Travelers Companies had its price target raised by BMO Capital Markets from $379.00 to $388.00. They now have a “market perform” rating on the stock.
• 10/20/2026 – Travelers Companies had its price target raised by JPMorgan Chase & Co. from $352.00 to $379.00. They now have a “neutral” rating on the stock.
• 10/20/2026 – Travelers Companies had its price target raised by Mizuho from $345.00 to $371.00. They now have a “neutral” rating on the stock.
• 10/20/2026 – Travelers Companies had its price target raised by Keefe, Bruyette & Woods from $372.00 to $382.00. They now have a “market perform” rating on the stock.
• 10/19/2026 – Travelers Companies had its “hold” rating reaffirmed by Deutsche Bank. They now have a $384.00 price target on the stock, up from $363.00.
• 10/19/2026 – Travelers Companies had its “neutral” rating reaffirmed by UBS Group. They now have a $405.00 price target on the stock, up from $383.00.
• 10/19/2026 – Travelers Companies had its price target raised by Jefferies Financial Group from $351.00 to $365.00. They now have a “hold” rating on the stock.
• 10/19/2026 – Travelers Companies had its price target raised by Raymond James Financial from $430.00 to $450.00.
• 10/19/2026 – Travelers Companies had its price target raised by HSBC from $376.00 to $389.00. They now have a “hold” rating on the stock.
• 10/19/2026 – Travelers Companies had its price target raised by Wells Fargo & Company from $341.00 to $377.00. They now have an “equal weight” rating on the stock.
• 10/19/2026 – Travelers Companies had its price target raised by Truist Financial from $425.00 to $435.00. They now have a “buy” rating on the stock.
• 10/16/2026 – Travelers Companies had its “neutral” rating reaffirmed by Citigroup.
• 10/16/2026 – Travelers Companies had its price target raised by BMO Capital Markets from $379.00 to $388.00. They now have a “market perform” rating on the stock.
• 10/12/2026 – Travelers Companies had its “cautious” rating reaffirmed by Wells Fargo & Company.
• 10/12/2026 – Travelers Companies had its price target raised by Bank of America from $301.00 to $320.00. They now have an “underperform” rating on the stock.
• 10/12/2026 – Travelers Companies had its price target lowered by Wells Fargo & Company from $356.00 to $341.00. They now have an “equal weight” rating on the stock.
• 10/9/2026 – Travelers Companies was upgraded by Weiss Ratings from “buy (a)” to “buy (a+)”.
• 10/9/2026 – Travelers Companies was downgraded by Zacks Research from “strong-buy” to “hold”.
• 10/9/2026 – Travelers Companies had its price target raised by JPMorgan Chase & Co. from $348.00 to $352.00. They now have a “neutral” rating on the stock.
• 10/7/2026 – Travelers Companies had its price target lowered by Mizuho from $348.00 to $345.00. They now have a “neutral” rating on the stock.
• 10/7/2026 – Travelers Companies had its price target raised by Cantor Fitzgerald from $377.00 to $378.00. They now have an “overweight” rating on the stock.
• 10/1/2026 – Travelers Companies had its price target lowered by Bank of America from $307.00 to $301.00.
• 9/24/2026 – Travelers Companies was upgraded by Weiss Ratings from “buy (a-)” to “buy (a)”.
• 9/16/2026 – Travelers Companies had its price target raised by Mizuho from $343.00 to $348.00. They now have a “neutral” rating on the stock.

Travelers Companies Stock Performance

Shares of Travelers Companies stock traded up $5.13 during trading on Thursday, reaching $404.59. The company’s stock had a trading volume of 285,957 shares, compared to its average volume of 1,634,213. The company has a 50-day moving average price of $379.57 and a two-hundred day moving average price of $334.60. The Travelers Companies, Inc. has a fifty-two week low of $268.00 and a fifty-two week high of $418.00. The firm has a market cap of $82.92 billion, a PE ratio of 10.61, a P/E/G ratio of 2.77 and a beta of 0.40. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.34.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share for the quarter, topping analysts’ consensus estimates of $7.39 by $1.79. The firm had revenue of $12.41 billion during the quarter, compared to analysts’ expectations of $11.36 billion. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. Travelers Companies’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $8.14 EPS. On average, analysts forecast that The Travelers Companies, Inc. will post 36.27 EPS for the current year.

Travelers Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.25 per share. The ex-dividend date is Thursday, December 10th. This represents a $5.00 annualized dividend and a dividend yield of 1.2%. Travelers Companies’s dividend payout ratio is 13.11%.

Insider Activity

In other Travelers Companies news, EVP Gregory C. Toczydlowski sold 34,771 shares of the company’s stock in a transaction that occurred on Thursday, October 22nd. The stock was sold at an average price of $403.89, for a total transaction of $14,043,659.19. Following the completion of the sale, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Mojgan M. Lefebvre sold 11,000 shares of the stock in a transaction that occurred on Tuesday, October 27th. The stock was sold at an average price of $393.84, for a total value of $4,332,240.00. Following the sale, the executive vice president directly owned 11,000 shares of the company’s stock, valued at $4,332,240. The trade was a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 195,287 shares of company stock valued at $77,818,050. Insiders own 1.39% of the company’s stock.

The Travelers Companies, Inc. is a property and casualty insurance provider serving individuals, businesses and organizations. Its products include personal auto and homeowners insurance, as well as commercial coverage such as property, general liability, workers’ compensation and commercial auto insurance. The company also provides surety bonds and specialty insurance, including coverage for businesses and professional services. Travelers distributes many of its products through independent agents and brokers.