The Travelers Companies, Inc.TRVNYSE

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Overview News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating

Hold

22 analysts·High coverage

41%

Rating Distribution

Strong Buy

15%

Buy

836%

Hold

1045%

Sell

314%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see modest upside — consensus target 12% higher.

Bear Case

$304.00

+8%

Consensus

$312.75

+12%

Bull Case

$317.00

+13%

Price Range22 analysts

Low

Consensus

High

$304.00

$317.00

Current Target

Current Price

$280.49

Upside to Target

$32.26

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$26.69(16 analysts)

P/E11x

Current: 10.7x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+3.52%

EPS+4.70%

FY2028

Rev+5.46%

EPS+1.55%

Earnings Surprises

Beat rate:58%(7/12 quarters)

Avg surprise:+20.9%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 7, 2026Goldman Sachs

Travelers downgraded to Neutral at Goldman Sachs amid softening P&C market

Target:$304.00

+7.3%from $283.19

Jan 7, 2026Evercore ISI

Travelers price target raised to $317 from $309 at Evercore ISI

Target:$317.00

+11.2%from $284.98

Dec 15, 2025Mizuho Securities

Travelers initiated with a Neutral at Mizuho

Target:$317.00

+9.1%from $290.64

Oct 8, 2025Barclays

Travelers price target raised to $313 from $274 at Barclays

Target:$313.00

+9.8%from $284.97

Jul 10, 2025Wells Fargo

Travelers price target raised to $264 from $260 at Wells Fargo

Target:$264.00

+3.1%from $255.99

May 19, 2025Morgan Stanley

Travelers price target raised to $269 from $245 at Morgan Stanley

Target:$269.00

-2.0%from $274.54

Jan 24, 2025Piper Sandler

Travelers upgraded to Overweight from Neutral at Piper Sandler

Target:$310.00

+28.4%from $241.51

Oct 22, 2024BMO Capital

Travelers (TRV) PT Raised to $270 at BMO Capital

Target:$270.00

+4.0%from $259.70

Oct 21, 2024JMP Securities

Travelers (TRV) PT Raised to $273 at JMP Securities

Target:$273.00

+5.1%from $259.70

Oct 21, 2024Roth Capital

Travelers price target raised to $300 from $240 at Roth MKM

Target:$300.00

+13.0%from $265.45

Oct 21, 2024Wells Fargo

Travelers price target raised to $256 from $207 at Wells Fargo

Target:$256.00

-3.6%from $265.45

Oct 18, 2024Deutsche Bank

Travelers (TRV) PT Raised to $277 at Deutsche Bank

Target:$277.00

+4.6%from $264.82

Oct 18, 2024RBC Capital

Travelers (TRV) PT Raised to $273 at RBC Capital

Target:$273.00

+3.1%from $264.82

Sep 4, 2024Barclays

Barclays Starts Travelers (TRV) at Overweight

Target:$286.00

+23.6%from $231.42

Jul 22, 2024Piper Sandler

Travelers (TRV) PT Lowered to $207 at Piper Sandler

Target:$207.00

+1.7%from $203.48

Jul 22, 2024Goldman Sachs

Travelers (TRV) PT Lowered to $196 at Goldman Sachs

Target:$196.00

-3.7%from $203.48

Jul 19, 2024CFRA

CFRA Downgrades Travelers (TRV) to Hold

Target:$225.00

+10.6%from $203.48

Jul 19, 2024Evercore ISI

Travelers (TRV) PT Raised to $236 at Evercore ISI

Target:$236.00

+16.0%from $203.48

Jul 19, 2024Morgan Stanley

Travelers (TRV) PT Lowered to $210 at Morgan Stanley, 'we are less positive about the future share price performance'

Target:$210.00

+3.2%from $203.48

Jul 19, 2024BMO Capital

BMO Capital Out Positive on Travelers (TRV), 'Solid TRV EPS'

Target:$240.00

+17.9%from $203.48

Jul 19, 2024J.P. Morgan

Travelers Companies Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Target:$242.00

+9.7%from $220.60

Jul 15, 2024J.P. Morgan

This BP Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Target:$95.00

-55.4%from $213.07

Apr 18, 2024RBC Capital

Travelers (TRV) PT Lowered to $225 at RBC Capital

Target:$225.00

+8.9%from $206.58

Apr 17, 2024Goldman Sachs

Travelers (TRV) PT Lowered to $202 at Goldman Sachs

Target:$202.00

-2.2%from $206.58

Apr 17, 2024CFRA

Travelers (TRV) PT Lowered to $235 at CFRA

Target:$235.00

+14.5%from $205.25

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