Travelers Companies Inc.

Travelers Companies Inc.

TRV

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Market Cap$62.07B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Travelers Companies Inc.Travelers Companies Inc.8.31.51%24%1.3-

Earnings Call Q1 2026

April 16, 2026 - AI Summary

Strong Financial Performance: Travelers reported core income of $1.7 billion ($7.71 per diluted share) for Q1 2026, with a core return on equity of 19.7%. This reflects an impressive trailing twelve-month core return on equity of 22.7%, driven by solid underwriting operations and a robust investment portfolio.
Underwriting and Business Growth: The company achieved underwriting income of $1.2 billion pretax, with net written premiums totaling $10.3 billion, demonstrating disciplined execution across all segments. Notable figures include $5.8 billion in Business Insurance (up 4% YoY) and $1.1 billion in Bond and Specialty Insurance (up 7% YoY).
Investment Portfolio Performance: After-tax net investment income rose by 9% to $833 million, fueled by strong fixed income returns. The company plans to generate increasing investment income, forecasting approximately $810 million for Q2 and growing to about $870 million by Q4 2026.

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$318.00

Target Price by Analysts

9.7% upsideTravelers Companies Target Price DetailsTarget Price
$648.92

Current Fair Value

123.8% upside

Undervalued by 123.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$62.07 Billion
Enterprise Value$62.07 Billion
Dividend Yield$4.40 (1.51%)
Earnings per Share$27.84
Beta0.51
Outstanding Shares215,200,000

Return

Return on Equity23.77%ROE
Return on Assets5.34%
Return on Invested Capital5.56%

Valuation & Multiples

P/E Ratio8.26P/E Ratio
PEG2.48PEG
Price to Sales1.28Price to Sales
Price to Book Ratio1.96Price to Book Ratio
Enterprise Value to Revenue1.27
Enterprise Value to EBIT7.85
Enterprise Value to Net Income8
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 22, 2026
EPS Estimate
$6.86
Average shareholder expectation
Revenue Estimate
$11.05 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 16, 2026
EPS Estimate
$4.87
Average shareholder expectation
Revenue Estimate
$11.24 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8440▲ 9.50%
Total Calls278,317▼ 42.18%
Total Puts234,906▼ 34.85%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %82.87%▲ 0.16%
Total Invested$52.02B▼ 3.23%
Investors Holding1,811▲ 11.00%

ESG Score

No data

About Travelers Companies Inc.

30,800 employees
CEO: Alan Schnitzer

The Travelers Companies, Inc. is a leading provider of property casualty insurance for auto, home and business. A component of the Dow Jones Industrial Average, Travelers has approximately 30,000 employees and generated revenues of approximately $32 billion in 2020.

Relevant Senate Committees

Joint Committee on Taxation

This non-partisan committee provides critical analysis and revenue estimates for all tax legislation. Its technical expertise directly shapes corporate tax structures and the overall tax burden, profoundly impacting Travelers' financial planning and profitability.

Finance

This is a highly influential committee controlling taxation and trade. Corporate tax policy directly impacts Travelers' profitability and capital. Decisions on entitlement spending can also affect broader economic conditions relevant to an insurer.

Banking, Housing, and Urban Affairs

This committee directly regulates the financial system, including financial institutions, and influences real estate markets (HUD). As a leading insurer in the finance sector, Travelers is directly impacted by legislation affecting capital requirements, financial oversight, and real estate, which is fundamental to property insurance.