StreetInsider.com News Articles

Travelers (TRV) PT Raised to $382 at Keefe, Bruyette & Woods

Mon, 19 Oct 2026 16:04:54 -0400

Keefe, Bruyette & Woods analyst Meyer Shields raised the price target on Travelers (NYSE: TRV) to $382.00 (from $372.00) while maintaining a Market Perform rating.

Travelers (TRV) PT Raised to $435 at Truist Securities

Mon, 19 Oct 2026 10:00:23 -0400

(Updated - October 19, 2026 10:00 AM EDT)

Truist Securities analyst Mark Hughes raised the price target on Travelers (NYSE: TRV) to $435.00 (from $425.00) while maintaining a Buy rating.

The analyst commented: "3Q Beat on Core EPS, Outlook for Sustained Profitability, Raising Estimates and Price Target; We are raising our full-year 2026 EPS estimate to $36.50 from $34.10 largely based on the outperformance in 3Q, while we are bumping up our 2027 forecast to $32.50 from $32.00, assuming the underlying combined ratio ticks up 100 bps next year to 86.3% and net investment income increases to $3.6 billion, in line with

Travelers (TRV) PT Raised to $435 at Truist Securities

Mon, 19 Oct 2026 10:00:23 -0400

(Updated - October 19, 2026 10:00 AM EDT)

Truist Securities analyst Mark Hughes raised the price target on Travelers (NYSE: TRV) to $435.00 (from $425.00) while maintaining a Buy rating.

Travelers (TRV) PT Raised to $405 at UBS

Mon, 19 Oct 2026 09:12:23 -0400

UBS analyst Brian Meredith raised the price target on Travelers (NYSE: TRV) to $405.00 (from $383.00) while maintaining a Neutral rating.

Travelers (TRV) PT Raised to $372 at Evercore ISI

Mon, 19 Oct 2026 07:56:56 -0400

Evercore ISI analyst David Motemaden raised the price target on Travelers (NYSE: TRV) to $372.00 (from $349.00) while maintaining a In Line rating.

Travelers (TRV) PT Raised to $384 at Deutsche Bank

Mon, 19 Oct 2026 07:42:57 -0400

Deutsche Bank analyst Cave Montazeri raised the price target on Travelers (NYSE: TRV) to $384.00 (from $363.00) while maintaining a Hold rating.

Travelers (TRV) PT Raised to $377 at Wells Fargo

Mon, 19 Oct 2026 06:34:40 -0400

Wells Fargo analyst Elyse Greenspan raised the price target on Travelers (NYSE: TRV) to $377.00 (from $341.00) while maintaining a Equal Weight rating.

Travelers (TRV) PT Raised to $395 at Citi

Fri, 16 Oct 2026 14:26:00 -0400

Citi analyst Matthew Heimermann raised the price target on Travelers (NYSE: TRV) to $395.00 (from $385.00) while maintaining a Neutral rating.

Travelers (TRV) PT Raised to $372 at Evercore ISI

Fri, 16 Oct 2026 12:39:14 -0400

Evercore ISI analyst David Motemaden raised the price target on Travelers (NYSE: TRV) to $372.00 while maintaining a In Line rating.

The analyst comments "This was another solid result and there is still 10% upside to consensus estimates if TRV achieves its $5.5b underlying underwriting income in ’27 (we don’t have them getting there). We increase our ests 2-3% to reflect higher NII, higher buybacks and better base yr LR in auto (off of which we model 3-4pts of deterioration), offset by the higher ER, slightly worse ULR in BI and worse growth in personal auto. Our TP moves to

Travelers (TRV) PT Raised to $372 at Evercore ISI

Fri, 16 Oct 2026 12:39:14 -0400

Evercore ISI analyst David Motemaden raised the price target on Travelers (NYSE: TRV) to $372.00 while maintaining a In Line rating.

Travelers (TRV) PT Raised to $435 at Truist Securities

Fri, 16 Oct 2026 12:08:53 -0400

Truist Securities analyst Mark Hughes raised the price target on Travelers (NYSE: TRV) to $435.00 (from $425.00) while maintaining a Buy rating.

The analyst comments "We are raising our full-year 2026 EPS estimate to $36.50 from $34.10 largely based on the outperformance in 3Q, while we are bumping up our 2027 forecast to $32.50 from $32.00, assuming the underlying combined ratio ticks up 100 bps next year to 86.3% and net investment income increases to $3.6 billion, in line with guidance. Our price target of $435 (from $425) assumes the stock trades at just over 13x our 2027 earnings estimate, equal

Travelers (TRV) PT Raised to $435 at Truist Securities

Fri, 16 Oct 2026 12:08:53 -0400

Truist Securities analyst Mark Hughes raised the price target on Travelers (NYSE: TRV) to $435.00 (from $425.00) while maintaining a Buy rating.

BMO Capital on Travelers (TRV) as shares turn positive: 'Higher-than-expected buybacks should raise forward EPS estimates'

Fri, 16 Oct 2026 09:57:31 -0400

BMO Capital analyst Michael Zaremski reiterated a Market Perform rating and $379.00 price target on Travelers (NYSE: TRV).

The analyst comments "Core loss ratio beat by ~90 bps: Business Insurance was in line with consensus and deteriorated ~50 bps y/y, similar to the magnitude of deterioration in 1Q26. Bond & Specialty bucked the trend of deterioration YTD and improved 50 bps y/y and beat consensus by ~180 bps. Personal Insurance continues to crush consensus: ~180 bps in personal auto and ~200 bps in homeowners.

Higher reserve releases in all three segments. Business insurance reserve releases beat consensus by ~220 bps and were

BMO Capital on Travelers (TRV) as shares turn positive: 'Higher-than-expected buybacks should raise forward EPS estimates'

Fri, 16 Oct 2026 09:57:31 -0400

BMO Capital analyst Michael Zaremski reiterated a Market Perform rating and $379.00 price target on Travelers (NYSE: TRV).

Higher reserve releases in all three segments. Business insurance reserve releases beat consensus by ~220 bps and were

Travelers beats estimates but shares slip on catastrophe losses

Fri, 16 Oct 2026 08:09:57 -0400

Investing.com -- The Travelers Companies, Inc. (NYSE: TRV) reported its third-quarter results before the open on Friday, sending shares down around 4.4% premarket.

Adjusted earnings per share of $9.18 surpassed the analyst consensus of $7.25, while revenue of $12.41 billion exceeded estimates of $11.31 billion. Revenue was essentially flat compared to the prior-year quarter.

The insurer posted net income of $1.917 billion, or $9.04 per diluted share, up from $1.888 billion, or $8.24 per diluted share, in the third quarter of 2025. Core income rose to $1.947 billion from $1.867 billion YoY, driven by higher net favorable prior-year reserve development

Travelers beats estimates but shares slip on catastrophe losses

Fri, 16 Oct 2026 08:09:57 -0400

Investing.com -- The Travelers Companies, Inc. (NYSE: TRV) reported its third-quarter results before the open on Friday, sending shares down around 4.4% premarket.

Form 10-Q TRAVELERS COMPANIES, For: Sep 30

Fri, 16 Oct 2026 07:01:00 -0400

si-local-file:///var/storage/secattach/20261016/27195568.html

Travelers (TRV) Tops Q3 EPS by $1.93, Beats on Revenue

Fri, 16 Oct 2026 06:59:22 -0400

Travelers (NYSE: TRV) reported Q3 EPS of $9.18, $1.93 better than the analyst estimate of $7.25. Revenue for the quarter came in at $12.41 billion versus the consensus estimate of $11.31 billion.

For earnings history and earnings-related data on Travelers (TRV) click here.

Form 8-K TRAVELERS COMPANIES, For: Oct 16

Fri, 16 Oct 2026 06:58:00 -0400

si-local-file:///var/storage/secattach/20261016/27195508.html

Travelers Reports Excellent Third Quarter and Year-to-Date Results

Fri, 16 Oct 2026 06:57:00 -0400

Third Quarter 2026 Net Income per Diluted Share of $9.04 and Core Income per Diluted Share of $9.18

Third Quarter 2026 Return on Equity of 24.7% and Core Return on Equity of 22.1%

Third quarter net income of $1.917 billion and core income of $1.947 billion.
Underwriting income of $1.432 billion pre-tax and underlying underwriting income of $1.736 billion pre-tax.
Strong margins with a consolidated combined ratio of 86.8% and underlying combined ratio of 84.1%.
Net favorable prior year reserve development in all three segments totaled $234 million pre-tax.
Net written premiums of $11.480 billion.
Record net investment income of $1.098 billion pre-tax ($908

Travelers Reports Excellent Third Quarter and Year-to-Date Results

Fri, 16 Oct 2026 06:57:00 -0400

Third Quarter 2026 Net Income per Diluted Share of $9.04 and Core Income per Diluted Share of $9.18

Third Quarter 2026 Return on Equity of 24.7% and Core Return on Equity of 22.1%

Third quarter net income of $1.917 billion and core income of $1.947 billion.
Underwriting income of $1.432 billion pre-tax and underlying underwriting income of $1.736 billion pre-tax.
Strong margins with a consolidated combined ratio of 86.8% and underlying combined ratio of 84.1%.
Net favorable prior year reserve development in all three segments totaled $234 million pre-tax.
Net written premiums of $11.480 billion.
Record net investment income of $1.098 billion pre-tax ($908

Travelers (TRV) call put ratio 1 call to 1.3 puts into quarter results

Thu, 15 Oct 2026 10:25:35 -0400

Travelers (NYSE: TRV) October call option implied volatility is at 80, November is at 27; compared to its 52-week range of 17 to 33. Call put ratio 1 call to 1.3 puts into the expected release of quarter results before the bell on October 16.

Travelers (TRV) call put ratio 1 call to 1.3 puts into quarter results

Thu, 15 Oct 2026 10:25:35 -0400

Travelers (TRV) call put ratio 3.4 calls to 1 put into quarter results

Thu, 15 Oct 2026 05:59:12 -0400

Travelers (NYSE: TRV) October 380 straddle priced for a move of 3.5%. Call put ratio 3.4 calls to 1 put into the expected release of quarter results before the bell on October 16.

Travelers (TRV) PT Lowered to $372 at Keefe, Bruyette & Woods

Mon, 12 Oct 2026 09:16:38 -0400

Keefe, Bruyette & Woods analyst Meyer Shields lowered the price target on Travelers (NYSE: TRV) to $372.00 (from $373.00) while maintaining a Market Perform rating.