StreetInsider.com News Articles

Form 144 TRAVELERS COMPANIES, Filed by: OLIVO MARIA

Wed, 21 Oct 2026 16:24:00 -0400

si-local-file:///var/storage/secattach/20261021/27216779.html

Form 144 TRAVELERS COMPANIES, Filed by: Schnitzer Alan D

Wed, 21 Oct 2026 15:58:00 -0400

si-local-file:///var/storage/secattach/20261021/27216235.html

Form 144 TRAVELERS COMPANIES, Filed by: Klein Michael Frederick

Tue, 20 Oct 2026 12:51:00 -0400

si-local-file:///var/storage/secattach/20261020/27209375.html

Travelers (TRV) PT Raised to $388 at BMO Capital

Tue, 20 Oct 2026 09:20:48 -0400

BMO Capital analyst Michael Zaremski raised the price target on Travelers (NYSE: TRV) to $388.00 (from $379.00) while maintaining a Market Perform rating.

The analyst commented: "Why Our TRV EPS Estimates Remain ~8% Above Consensus: Our near-term estimates (4Q26-4Q27) remain ~8% above consensus driven by: 1) reserve releases (+5% of our higher EPS vs. consensus - recall, we estimate TRV's reserving KPI's will allow its releases to continue mean reverting towards historical levels); 2) healthy personal auto & home profit margins (+2%) in light of new home insurance deductibles put in place in certain severe convective storm prone states; 3) investment

Travelers (TRV) PT Raised to $388 at BMO Capital

Tue, 20 Oct 2026 09:20:48 -0400

BMO Capital analyst Michael Zaremski raised the price target on Travelers (NYSE: TRV) to $388.00 (from $379.00) while maintaining a Market Perform rating.

Travelers Institute Brings Insurance Availability and Affordability Conversation to Four New Cities

Tue, 20 Oct 2026 09:00:00 -0400

A $50,000 grant will be presented to Smart Home America to help provide FORTIFIED roofs and improve community resilience in Birmingham

HARTFORD, Conn.--(BUSINESS WIRE)-- The Travelers Institute, the public policy division of The Travelers Companies, Inc. (NYSE: TRV), today announced the continuation of its Risk. Regulation. Resilience. Responsibility.℠ education initiative, with a series of events planned this October in four new cities. The multiyear effort brings together policymakers, insurance professionals and consumers to address insurance availability and affordability challenges and build more resilient communities –

Travelers Institute Brings Insurance Availability and Affordability Conversation to Four New Cities

Tue, 20 Oct 2026 09:00:00 -0400

A $50,000 grant will be presented to Smart Home America to help provide FORTIFIED roofs and improve community resilience in Birmingham

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

Tue, 20 Oct 2026 08:47:36 -0400

(Updated - October 20, 2026 8:47 AM EDT)

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.

The analyst commented: "We maintain our Market Perform rating on TRV’s shares and raise our 2026E/2027E/2028E EPS to $37.45/$33.20/$33.85 from $35.45/$32.35/$32.75, including 3Q26’s meaningful outperformance to our estimates and assuming faster NII growth, lower core loss ratios, bigger reserve releases, and bigger share repurchases, partly offset by slower premium growth and higher expense ratios. We raise our 12-month target price to $382 (11.5x our updated 2027E EPS) from $372;

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

Tue, 20 Oct 2026 08:47:36 -0400

(Updated - October 20, 2026 8:47 AM EDT)

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 $379 at JPMorgan

Tue, 20 Oct 2026 08:41:44 -0400

JPMorgan analyst Pablo Singzon raised the price target on Travelers (NYSE: TRV) to $379.00 (from $352.00) while maintaining a Neutral rating.

Travelers (TRV) PT Raised to $371 at Mizuho

Tue, 20 Oct 2026 06:39:33 -0400

(Updated - October 20, 2026 6:39 AM EDT)

Mizuho analyst Yaron Kinar raised the price target on Travelers (NYSE: TRV) to $371.00 (from $345.00) while maintaining a Neutral rating.

The analyst commented: "We model core income of ~$8bn and an operating ROE of 22% in '26E, well above the company's through-cycle mid-teen target. We model <$7bn core income in out-years, or 16-17% op. ROEs, as Business Insurance/Personal Insurance normalization is offset by rising NII and ~$4bn of annual buybacks. BI's underlying margins have been stable, but with pricing now below loss trend (by our estimates), we expect pressure in '27. We also

Travelers (TRV) PT Raised to $371 at Mizuho

Tue, 20 Oct 2026 06:39:33 -0400

(Updated - October 20, 2026 6:39 AM EDT)

Mizuho analyst Yaron Kinar raised the price target on Travelers (NYSE: TRV) to $371.00 (from $345.00) while maintaining a Neutral 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