The Travelers Companies, Inc.
366.85USD
+1.1900 (+0.33%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $6.83▲ | $6.35 | 21 | 1 |
| Next quarter | $9.62▲ | $9.17 | 18 | 3 |
| Current year | $34.05▲ | $28.14 | 26 | 0 |
| Next year | $30.21▲ | $28.52 | 24 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $5.39 | $10.04 | +4.65 (+86.1%) |
| 2026-03-31 | $7.08 | $7.71 | +0.63 (+8.9%) |
| 2025-12-31 | $8.8 | $11.13 | +2.33 (+26.4%) |
| 2025-09-30 | $6.38 | $8.14 | +1.76 (+27.6%) |
449 ratings from 41 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Mizuho | Maintained | Neutral | $324 $343 | Jul 24, 2026 |
| Roth Capital | Maintained | Buy | $345 $425 | Jul 21, 2026 |
| Barclays | Maintained | Underweight | $295 $318 | Jul 21, 2026 |
| Morgan Stanley | Maintained | Underweight | $290 $330 | Jul 21, 2026 |
| BMO Capital | Downgraded from Outperform | Market Perform | $314 $379 | Jul 21, 2026 |
| Citigroup | Maintained | Neutral | $315 $385 | Jul 20, 2026 |
| Truist Securities | Maintained | Buy | $395 $425 | Jul 20, 2026 |
| Evercore ISI Group | Maintained | In-Line | $329 $338 | Jul 20, 2026 |
| B of A Securities | Maintained | Underperform | $283 $307 | Jul 20, 2026 |
| Morgan Stanley | Downgraded from Equal-Weight | Underweight | $333 $290 | Jul 15, 2026 |
| Piper Sandler | Maintained | Overweight | $340 $389 | Jul 15, 2026 |
| TD Cowen | Downgraded from Hold | Sell | $297 | Jul 13, 2026 |
| Truist Securities | Initiated | Buy | $395 | Jul 10, 2026 |
| Evercore ISI Group | Downgraded from Outperform | In-Line | $321 $329 | Jul 10, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $295 $334 | Jul 9, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $335 $360 | Jul 9, 2026 |
| Mizuho | Maintained | Neutral | $304 $324 | Jul 9, 2026 |
| UBS | Maintained | Neutral | $314 $350 | Jul 8, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $330 $333 | Jul 8, 2026 |
| Keefe, Bruyette & Woods | Downgraded from Outperform | Market Perform | $342 $356 | Jul 8, 2026 |
| Raymond James | Maintained | Strong Buy | $350 $400 | Jul 6, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $310 $330 | Jul 6, 2026 |
| HSBC | Maintained | Hold | $321 $351 | Jul 6, 2026 |
| Barclays | Downgraded from Equal-Weight | Underweight | $331 $295 | Jun 12, 2026 |
| JP Morgan | Upgraded from Underweight | Neutral | $316 $322 | May 26, 2026 |
151 filings from 24 insiders · 21 buy / 16 sell over 6m
Officers and directors of TRV, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| OLIVO MARIAOfficer, EVP, ERM & Chief Risk Officer | Sell | 6.0k | $369.86 | $2.22M | Aug 28, 2026 |
| JABBOUR ANTHONY MDirector | Grant | 446 | $370.36 | $165k | Aug 14, 2026 |
| YIN DANIEL TEI-HWAChief Investment Officer | Exercise | 7.2k | $140.85 | $1.01M | Jul 24, 2026 |
| KURTZMAN DIANEOfficer | Exercise | 4.2k | $132.58 | $552k | Jul 24, 2026 |
| KURTZMAN DIANEOfficer | Sell | 4.2k | $386.71 | $1.61M | Jul 24, 2026 |
| YIN DANIEL TEI-HWAChief Investment Officer | Sell | 7.2k | $387.00 | $2.77M | Jul 24, 2026 |
| MUNSON PAUL EOfficer | Exercise | 1.5k | $126.18 | $192k | Jul 22, 2026 |
| ROWLAND DAVID DONNAYChief Investment Officer | Exercise | 5.0k | $132.58 | $663k | Jul 22, 2026 |
| BESSETTE ANDY FOfficer | Sell | 3.0k | $368.09 | $1.10M | Jul 22, 2026 |
| MUNSON PAUL EOfficer | Sell | 1.5k | $369.90 | $564k | Jul 22, 2026 |
| ROWLAND DAVID DONNAYChief Investment Officer | Sell | 5.0k | $371.69 | $1.86M | Jul 22, 2026 |
| KLEIN MICHAEL FREDERICKOfficer | Exercise | 6.0k | $139.83 | $839k | Jul 21, 2026 |
| FREY DANIEL S.Chief Financial Officer | Exercise | 14.0k | $139.83 | $2.06M | Jul 21, 2026 |
| LEFEBVRE MOJGAN MChief Technology Officer | Exercise | 16.3k | $132.58 | $2.21M | Jul 21, 2026 |
| KLEIN MICHAEL FREDERICKOfficer | Sell | 6.0k | $364.90 | $2.20M | Jul 21, 2026 |
| FREY DANIEL S.Chief Financial Officer | Sell | 14.0k | $368.16 | $5.17M | Jul 21, 2026 |
| LEFEBVRE MOJGAN MChief Technology Officer | Sell | 16.3k | $368.35 | $6.01M | Jul 21, 2026 |
| GOLDEN RUSSELL GDirector | Grant | 140 | $330.12 | $46k | Jun 30, 2026 |
| ROBINSON ELIZABETH EDirector | Grant | 132 | $330.12 | $44k | Jun 30, 2026 |
| KLEIN MICHAEL FREDERICKOfficer | Exercise | 10.0k | $132.58 | $1.33M | May 26, 2026 |
No analyst notes on TRV yet.
Analyst Ratings
24 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 1 | 5 | 17 | 4 | 2 | Hold3.03 |
| 1 mo ago | 1 | 5 | 17 | 4 | 2 | Hold3.03 |
| 2 mo ago | 2 | 6 | 17 | 0 | 3 | Hold2.86 |