The Travelers Companies, Inc.
398.28USD
-7.1600 (-1.77%)
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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 | $9.96▲ | $9.61 | 7 | 4 |
| Next quarter | $7.84▲ | $7.71 | 7 | 2 |
| Current year | $36.83▲ | $34.13 | 16 | 0 |
| Next year | $31.1▲ | $30.13 | 14 | 1 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-09-30 | $7.43 | $9.18 | +1.75 (+23.5%) |
| 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%) |
463 ratings from 41 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Morgan Stanley | Maintained | Underweight | $330 $350 | Oct 23, 2026 |
| BMO Capital | Maintained | Market Perform | $379 $388 | Oct 20, 2026 |
| JP Morgan | Maintained | Neutral | $352 $379 | Oct 20, 2026 |
| Mizuho | Maintained | Neutral | $345 $371 | Oct 20, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $372 $382 | Oct 20, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $341 $377 | Oct 19, 2026 |
| Evercore ISI Group | Maintained | In-Line | $349 $372 | Oct 19, 2026 |
| Truist Securities | Maintained | Buy | $425 $435 | Oct 19, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $356 $341 | Oct 12, 2026 |
| JP Morgan | Maintained | Neutral | $348 $352 | Oct 9, 2026 |
| Mizuho | Maintained | Neutral | $348 $345 | Oct 7, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $377 $378 | Oct 7, 2026 |
| Evercore ISI Group | Maintained | In-Line | $338 $342 | Sep 21, 2026 |
| Mizuho | Maintained | Neutral | $343 $348 | Sep 16, 2026 |
| 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 |
177 filings from 32 insiders · 17 buy / 15 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 |
|---|---|---|---|---|---|
| Toczydlowski Gregory COfficer, EVP & President, Business Ins. | ExerciseStock Options (Right to Buy) | 34.8k | — | — | Oct 22, 2026 |
| Toczydlowski Gregory COfficer, EVP & President, Business Ins. | Sell | 2.1k | $404.43 | $849k | Oct 22, 2026 |
| Toczydlowski Gregory COfficer, EVP & President, Business Ins. | Sell | 32.7k | $403.86 | $13.19M | Oct 22, 2026 |
| Toczydlowski Gregory COfficer, EVP & President, Business Ins. | Exercise | 34.8k | $140.85 | $4.90M | Oct 22, 2026 |
| Rowland David DonnayOfficer, EVP & Co-Chief Invest. Officer | ExerciseStock Options (Right to Buy) | 5.0k | — | — | Oct 22, 2026 |
| Rowland David DonnayOfficer, EVP & Co-Chief Invest. Officer | Sell | 5.0k | $405.62 | $2.03M | Oct 22, 2026 |
| Rowland David DonnayOfficer, EVP & Co-Chief Invest. Officer | Exercise | 5.0k | $132.58 | $663k | Oct 22, 2026 |
| Klenk Jeffrey P.Officer, EVP & Pres., Bond & Spec. Ins. | ExerciseStock Options (Right to Buy) | 9.0k | — | — | Oct 22, 2026 |
| Klenk Jeffrey P.Officer, EVP & Pres., Bond & Spec. Ins. | Sell | 9.0k | $405.57 | $3.66M | Oct 22, 2026 |
| Klenk Jeffrey P.Officer, EVP & Pres., Bond & Spec. Ins. | Exercise | 9.0k | $132.58 | $1.20M | Oct 22, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | ExerciseStock Options (Right to Buy) | 298.4k | — | — | Oct 21, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | Sell | 3.0k | $398.20 | $1.19M | Oct 21, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | Sell | 44.9k | $397.61 | $17.84M | Oct 21, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | Sell | 15.8k | $396.65 | $6.25M | Oct 21, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | Sell | 12.4k | $395.60 | $4.89M | Oct 21, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | Sell | 12.9k | $394.80 | $5.09M | Oct 21, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | Tax | 209.5k | $397.62 | $83.29M | Oct 21, 2026 |
| Schnitzer Alan DDirector; Officer, Chairman and CEO | Exercise | 298.4k | $132.58 | $39.56M | Oct 21, 2026 |
| OLIVO MARIAOfficer, EVP, ERM & Chief Risk Officer | Sell | 15.1k | $398.44 | $6.02M | Oct 21, 2026 |
| Klein Michael FrederickOfficer, EVP & President, Personal Ins. | ExerciseStock Options (Right to Buy) | 7.5k | — | — | Oct 20, 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 | 1 | 5 | 17 | 4 | 2 | Hold3.03 |
| 3 mo ago | 1 | 5 | 17 | 4 | 2 | Hold3.03 |
Members whose judged calls on TRV have played out most reliably.
No settled calls on TRV yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice