Travelers Companies
About: Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance.
Employees: 34,000
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
152% more first-time investments, than exits
New positions opened: 222 | Existing positions closed: 88
27% more funds holding in top 10
Funds holding in top 10: 11 [Q3] → 14 (+3) [Q4]
21% more capital invested
Capital invested by funds: $43.3B [Q3] → $52.2B (+$8.94B) [Q4]
7% more funds holding
Funds holding: 1,444 [Q3] → 1,552 (+108) [Q4]
1.4% more ownership
Funds ownership: 81.78% [Q3] → 83.18% (+1.4%) [Q4]
8% more call options, than puts
Call options by funds: $109M | Put options by funds: $101M
7% less repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 542
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
2%
downside
Avg. target
$276
5%
upside
High target
$296
12%
upside
7 analyst ratings
3 positive
43%
3 neutral
43%
1 negative
14%
Wells Fargo Elyse Greenspan 54% 1-year accuracy 61 / 113 met price target | 2%downside $260 | Equal-Weight Maintained | 17 Apr 2025 |
Evercore ISI Group David Motemaden 62% 1-year accuracy 8 / 13 met price target | 12%upside $296 | Outperform Maintained | 17 Apr 2025 |
Keefe, Bruyette & Woods Meyer Shields 66% 1-year accuracy 76 / 116 met price target | 10%upside $290 | Outperform Maintained | 17 Apr 2025 |
Barclays Alex Scott 44% 1-year accuracy 42 / 96 met price target | 6%upside $280 | Overweight Maintained | 11 Apr 2025 |
Jefferies Yaron Kinar 58% 1-year accuracy 11 / 19 met price target | 2%upside $270 | Hold Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 17 articles about TRV published over the past 30 days
Positive
Zacks Investment Research
6 days ago
5 Stocks That Recently Hiked Their Dividend to Reward Investors
Investors may keep a tab on stocks like SYF, PEBO, CIB, TRV and FMX, which have lately hiked their dividend payments.
Neutral
Business Wire
1 week ago
Travelers Publishes Its 2024 Community Report
HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) today published its annual community report, “Stories That Connect Us,” detailing charitable contributions of more than $24 million in 2024, bringing the company's total giving to more than $237 million over the past decade. The report also highlights the 120,000 volunteer hours logged in the past year by Travelers employees. “This year's report highlights the outstanding contributions of our employees and community par.
Neutral
Zacks Investment Research
2 weeks ago
Travelers Beats Q1 Earnings Estimates, Misses Revenues, Ups Dividend
TRV's first-quarter earnings reflect higher catastrophe losses, partly offset by higher premiums.
Neutral
Seeking Alpha
2 weeks ago
The Travelers Companies, Inc. (TRV) Q1 2025 Earnings Call Transcript
The Travelers Companies, Inc. (NYSE:TRV ) Q1 2025 Earnings Conference Call April 16, 2025 9:00 AM ET Company Participants Abbe Goldstein - Senior Vice President, Investor Relations Alan Schnitzer - Chairman and Chief Executive Officer Dan Frey - Executive Vice President and Chief Financial Officer Gregory Toczydlowski - Executive Vice President and President, Business Insurance Jeffrey Klenk - Executive Vice President and President, Bond & Specialty Insurance Michael Klein - Executive Vice President and President, Personal Insurance Conference Call Participants David Motemaden - Evercore ISI Gregory Peters - Raymond James Brian Meredith - UBS Meyer Shields - KBW Alex Scott - Barclays Wes Carmichael - Autonomous Research Robert Cox - Goldman Sachs Michael Zaremski - BMO Capital Markets Elyse Greenspan - Wells Fargo Andrew Andersen - Jefferies Cave Montazeri - Deutsche Bank Bob Huang - Morgan Stanley Mark Hughes - Truist Operator Good morning, ladies and gentlemen. Welcome to the First Quarter Results Teleconference for Travelers.
Positive
Schwab Network
2 weeks ago
PGR & TRV "Tale of Two Companies" in Insurance Space
CFRA's Cathy Seifert says investors will have to pick and choose winners in the insurance space. She points to Progressive (PGR) as a company whose growth story remains intact after earnings.
Positive
Zacks Investment Research
2 weeks ago
Travelers (TRV) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Travelers (TRV) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 weeks ago
Travelers (TRV) Q1 Earnings Top Estimates
Travelers (TRV) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $4.69 per share a year ago.
Neutral
Investors Business Daily
2 weeks ago
Dow Jones Insurer Shrugs Off California Wildfires With Blowout Earnings
Dow Jones insurer Travelers crushed Q1 earnings views early Wednesday despite sizable losses from the California wildfires.
Positive
Barrons
2 weeks ago
Travelers Stock Climbs on Earnings Beat Despite Massive Losses From California Wildfires
Travelers posts a catastrophe loss in the first quarter of $2.27 billion, wider than the $712 million reported a year earlier.
Neutral
Business Wire
2 weeks ago
Travelers Reports First Quarter Net Income of $395 Million and Core Income of $443 Million
NEW YORK--(BUSINESS WIRE)--The Travelers Companies, Inc. today reported net income of $395 million, or $1.70 per diluted share, for the quarter ended March 31, 2025, compared to $1.123 billion, or $4.80 per diluted share, in the prior year quarter. Core income in the current quarter was $443 million, or $1.91 per diluted share, compared to $1.096 billion, or $4.69 per diluted share, in the prior year quarter. Core income decreased primarily due to higher catastrophe losses, partially offset by.
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