TRVFinancial Services · Insurance - Property & CasualtyThe 29 Wall Street analysts covering The Travelers Cos., Inc. hold a median 12-month price target of $360 — -2.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 5 Sept 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores The Travelers Cos., Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (90): The share price has been relatively steady.
Accruals (33): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TRV, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −2.7% from it.
Of the 20 most recent actions, 11 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 24 July 2026 | Mizuho | Maintains | Neutral | $324 → $343 |
| 21 July 2026 | Barclays | Maintains | Underweight | $295 → $318 |
| 21 July 2026 | BMO Capital | Downgrade | Market Perform | $314 → $379 |
| 21 July 2026 | Morgan Stanley | Maintains | Underweight | $290 → $330 |
| 21 July 2026 | Roth Capital | Maintains | Buy | $345 → $425 |
| 20 July 2026 | B of A Securities | Maintains | Underperform | $283 → $307 |
| 20 July 2026 | Citigroup | Maintains | Neutral | $315 → $385 |
| 20 July 2026 | Evercore ISI Group | Maintains | In-Line | $329 → $338 |
| 20 July 2026 | Truist Securities | Maintains | Buy | $395 → $425 |
| 15 July 2026 | Morgan Stanley | Downgrade | Underweight | $333 → $290 |
| 15 July 2026 | Morgan Stanley | Downgrade | Underweight | — |
| 15 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 15 July 2026 | Piper Sandler | Maintains | Overweight | $340 → $389 |
| 13 July 2026 | TD Cowen | Downgrade | Sell | — |
| 13 July 2026 | TD Cowen | Downgrade | Sell | $297 |
| 10 July 2026 | Evercore ISI Group | Downgrade | In-Line | — |
| 10 July 2026 | Evercore ISI Group | Downgrade | In-Line | $321 → $329 |
| 10 July 2026 | Truist Securities | Initiates | Buy | — |
| 10 July 2026 | Truist Securities | Initiates | Buy | $395 |
| 9 July 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TRV appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Sept 2026, The Travelers Cos., Inc. returned +34.3% against +20.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 59% of US stocks
Cheaper than 59% of US stocks
Cheaper than 42% of US stocks
Cheaper than 49% of US stocks
Higher than 28% of US stocks
Higher than 73% of US stocks
Higher than 83% of US stocks
Higher than 80% of US stocks
Higher than 86% of US stocks
Higher than 75% of US stocks
Higher than 32% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Travelers Cos., Inc. has a market value of $77.0B and an enterprise value of $81.0B.
Revenue in the twelve months to 30 June 2026: $49.0B. The latest quarter grew 0.3% year on year.
Net income over the same four quarters: $8.3B, a 17.0% net margin.
Diluted earnings per share, trailing twelve months: $37.34.
Free cash flow in the twelve months to 30 June 2026: $11.0B.
The Travelers Cos., Inc. spent $5.5B on share buybacks and $989.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 9.9×; forward P/E: 12.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.35%, paying out 12% of earnings.
The Travelers Cos., Inc. employs 34,000 people — $1.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Travelers Cos., Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Travelers' Chief Risk Officer sold 6,000 shares on Aug. 28 in a transaction valued at approximately $2.2 million. The sale represented 5% of the total equity stake held before the filing.
Why it matters — Insider share sales can be closely watched by investors for signals about company leadership's views, though this one was a relatively small portion of the executive's holding.
Zacks Research published an article examining whether The Travelers Companies (TRV) is a strong value stock right now. The piece notes Zacks' focus on its Rank system and earnings estimates, while also tracking value, growth, and momentum trends to identify strong stock picks.
Why it matters — A TRV watcher would care because the article places the company under review as a candidate among value stocks based on Zacks' quantitative screening criteria.
A Zacks Investment Research report highlights Travelers, Kinsale Capital, and Allstate as insurers leveraging AI, data, and technology to improve operational efficiency, underwriting, and growth. The article identifies these companies as ones to consider adding to a portfolio as AI transforms insurance operations.
Why it matters — The report underscores Travelers' adoption of AI and data-driven technologies, which could enhance its underwriting and operational efficiency.
Zacks Investment Research suggests that September's historically volatile market could favor five low-beta, dividend-paying stocks, including TRV, which it identifies as having improving earnings estimates.
Why it matters — The item positions TRV among a select group of low-volatility, dividend-paying stocks that could provide stability during September's historically weakest month on Wall Street.
The Travelers Institute announced its fall 2026 Wednesdays with Woodward webinar schedule, a virtual series hosted by Joan Woodward that convenes economists, former government officials, corporate executives, and policy experts to discuss issues at the intersection of insurance and public policy.
Why it matters — TRV watchers may follow this series to see what policy themes and expert perspectives are highlighted by the company's public policy division.
The 29 Wall Street analysts covering The Travelers Cos., Inc. have a median 12-month price target of $360, with estimates ranging from $262 to $430. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering The Travelers Cos., Inc., 6 rate it a Buy, 17 a Hold and 6 a Sell. Ticker Nerd's systematic factor model ranks The Travelers Cos., Inc. 90 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Sept 2026, The Travelers Cos., Inc. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (90 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies -2.7% from the last close, and Ticker Nerd's factor model ranks The Travelers Cos., Inc. 90 out of 100 as at 5 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Travelers Cos., Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TRV are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $262 to $430 over the next 12 months.
The Travelers Cos., Inc. returned +34.3% over the 12 months to 4 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
The Travelers Companies, Inc. is a property and casualty insurance company that provides coverage for auto, home, and business needs.
The most recent item we track (The Motley Fool, 8 Sept 2026): "Travelers Chief Risk Officer Sells 6,000 Shares for $2.2 Million". Travelers' Chief Risk Officer sold 6,000 shares on Aug. 28 in a transaction valued at approximately $2.2 million. The sale represented 5% of the total equity stake held before the filing.
The Travelers Companies, Inc. is a property and casualty insurance company that provides coverage for auto, home, and business needs. The company serves individuals, businesses, government units, and associations through a broad range of commercial and personal insurance products and related services. Its operations are organized around Business Insurance, Bond & Specialty Insurance, and Personal Insurance, with offerings that address risks such as liability, property damage, workers’ compensation, commercial vehicles, and specialty exposures. The Travelers Companies, Inc. plays a significant role in the insurance market by helping customers manage everyday and enterprise-level risk across multiple industries and customer segments. Its business model is centered on underwriting, pricing, and servicing insurance policies that support financial protection and continuity for policyholders.
CEO Mr. Alan David Schnitzer J.D. · 34,000 employees · United States · https://www.travelers.com
