TRVTRVFinancial Services · Insurance - Property & Casualty

TRV Stock Forecast: The Travelers Cos., Inc. Price Predictions for 2026-2027

Last close, 4 Nov 2026
$409
+3.52% on the day

The 29 Wall Street analysts covering The Travelers Cos., Inc. hold a median 12-month price target of $380 — -7.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 4 Nov 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$83.9B
Ticker Nerd rank
96/ 100
Median analyst target
$380
Analysts covering
29
Revenue$12.2B+0.3% y/y
Net income$2.2B
Free cash flow$1.9B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+3.9%
1M
+13.6%
YTD
+42.7%
1Y
+49.9%
From 52W high
0.0%
From 52W low
+53.6%
$266
$409
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TRV stock analysis: one number for the whole business

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.

Where the model ranks itAs at 4 Nov 2026
96/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
98
Revisions
94
Volatility
91
Quality
91
Growth
81
Issuance
79
Accruals
60
Value
51
Size
3

Momentum (98): The shares have been drifting up relative to others.

Value (51): The shares cost a lot relative to the profits and assets behind them.

Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

TRV stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TRV, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$250$300$350$400$450Jan 26Apr 26Jul 26Oct 26TRVHigh $460Median $380Low $262

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

What Wall Street says29 analysts
6 Buy17 Hold6 Sell
Low $262Median $380High $460

The green dot is the last close — the median target sits −7.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 13 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
26 Oct 2026Cantor FitzgeraldMaintainsOverweight$378 → $397
23 Oct 2026Morgan StanleyMaintainsUnderweight$330 → $350
20 Oct 2026BMO CapitalMaintainsMarket Perform$379 → $388
20 Oct 2026JP MorganMaintainsNeutral$352 → $379
20 Oct 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$372 → $382
20 Oct 2026MizuhoMaintainsNeutral$345 → $371
19 Oct 2026Evercore ISI GroupMaintainsIn-Line$349 → $372
19 Oct 2026Truist SecuritiesMaintainsBuy$425 → $435
19 Oct 2026Wells FargoMaintainsEqual-Weight$341 → $377
12 Oct 2026Wells FargoMaintainsEqual-Weight—
12 Oct 2026Wells FargoMaintainsEqual-Weight$356 → $341
9 Oct 2026JP MorganMaintainsNeutral$348 → $352
9 Oct 2026JP MorganMaintainsNeutral—
7 Oct 2026Cantor FitzgeraldMaintainsOverweight—
7 Oct 2026Cantor FitzgeraldMaintainsOverweight$377 → $378
7 Oct 2026MizuhoMaintainsNeutral—
7 Oct 2026MizuhoMaintainsNeutral$348 → $345
21 Sept 2026Evercore ISI GroupMaintainsIn-Line$338 → $342
21 Sept 2026Evercore ISI GroupMaintainsIn-Line—
16 Sept 2026MizuhoMaintainsNeutral$343 → $348

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

TRV appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

TRV vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 4 Nov 2026, The Travelers Cos., Inc. returned +49.9% against +14.8% for the S&P 500, dividends included.

TRV vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Jan 26Apr 26Jul 26Oct 26TRVS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

TRV analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+7.8%
Analysts raising
16
Analysts cutting
0
Fundamentals

The Travelers Cos., Inc. (TRV) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
10.8×

Cheaper than 56% of US stocks

Price / sales
1.7×

Cheaper than 55% of US stocks

Price / book
2.9×

Cheaper than 32% of US stocks

EV / EBITDA
7.3×

Cheaper than 47% of US stocks

Growth & margins
Revenue growth (YoY)
−0.5%

Higher than 27% of US stocks

Earnings growth (YoY)
1.5%

Higher than 38% of US stocks

Gross margin
—
Operating margin
20.0%

Higher than 79% of US stocks

Net margin
17.0%

Higher than 80% of US stocks

Returns & dividend
Return on equity
27.5%

Higher than 86% of US stocks

Return on assets
4.7%

Higher than 75% of US stocks

Dividend yield
1.2%

Higher than 73% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The Travelers Cos., Inc. (TRV) statistics: revenue, profit & scale

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 $83.9B and an enterprise value of $84.7B.

  • Revenue in the twelve months to 30 June 2026: $49.0B. The latest quarter shrank 0.5% 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.

  • Shares outstanding: 208.6M.

  • Trailing P/E: 10.8×; forward P/E: 13.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.22%, paying out 12% of earnings.

  • The Travelers Cos., Inc. employs 34,000 people — $1.4M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 4 Nov 2026

Data provided by Twelve Data

Peers

TRV vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInsurance - Property & Casualty
CompanyMarket capTKN rank
TRVThe Travelers Cos., Inc.$83.9B96
ALLThe Allstate Corp.$68.0B93
PGRThe Progressive Corp.$137.7B48
CBChubb Ltd.$147.3B70
CINFCincinnati Financial Corp.$29.7B75
WRBW.R. Berkley Corp.$28.6B54
MKLMarkel Group, Inc.$24.6B54

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 →

News

Latest TRV news & analysis

Rate Hikes Could Be Coming: History Likes These 4 Insurance Stocks

24/7 Wall Street · 4 Nov 2026neutral

The article says investors focused on large technology companies during much of 2026, leaving insurers in the background. Its headline suggests rate hikes could be coming and discusses four insurance stocks, but the excerpt does not identify them.

Why it matters — A TRV watcher may note the article's broader discussion of insurers amid a shift in investor attention, though the excerpt does not specifically mention Travelers.

Here's Why Travelers (TRV) is a Strong Momentum Stock

Zacks Investment Research · 3 Nov 2026positive

A Zacks Investment Research headline describes Travelers (TRV) as a strong momentum stock and points readers to Zacks Style Scores as a way to identify stocks.

Why it matters — TRV watchers may note the article's positive momentum characterization and its reference to Zacks Style Scores.

Elon Musk Backs a $1.5 Trillion Self-Driving Claim. Could Insurance Dividends Be at Risk?

24/7 Wall Street · 30 Oct 2026negative

Elon Musk called a $1.5 trillion claim about reduced crash costs credible. The excerpt says auto insurers may not have fully priced in the potential implications for dividends retirees depend on.

Why it matters — A TRV watcher may view the claim as a possible risk to auto insurers and dividend expectations, though the excerpt does not describe Travelers-specific effects.

TRV Launches AI Quoting Tool to Target Workers' Compensation Growth

Zacks Investment Research · 29 Oct 2026positive

Travelers launched an AI-powered quoting tool that cuts workers’ compensation quote times in half and streamlines submissions. The tool is intended to support growth in small commercial insurance.

Why it matters — TRV watchers may note the tool’s potential to improve the quoting process and support small commercial insurance growth.

Why Travelers (TRV) is a Top Value Stock for the Long-Term

Zacks Investment Research · 29 Oct 2026positive

Zacks Investment Research highlights its Style Scores as a feature of Zacks Premium, saying they can make it easier for value, growth, or momentum investors to find stocks. The headline frames Travelers (TRV) as a top long-term value stock.

Why it matters — TRV watchers may note the article’s value-stock framing and its reference to Zacks’ investor style-scoring tool.

FAQ

Frequently asked questions about TRV stock

What is the TRV stock price forecast for 2026-2027?

The 29 Wall Street analysts covering The Travelers Cos., Inc. have a median 12-month price target of $380, with estimates ranging from $262 to $460. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is TRV stock a buy right now?

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. 96 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TRV?

As at 4 Nov 2026, The Travelers Cos., Inc. ranks 96 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 Momentum (98 of 100).

Will TRV stock go up?

No one can know that. What the data says: the median 12-month target from 29 analysts implies -7.3% from the last close, and Ticker Nerd's factor model ranks The Travelers Cos., Inc. 96 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the TRV stock forecast for 2030?

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 $460 over the next 12 months.

How has TRV stock performed over the past year?

The Travelers Cos., Inc. returned +49.9% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The Travelers Cos., Inc. do?

The Travelers Companies, Inc. is a property and casualty insurance company that provides coverage for auto, home, and business needs.

What is the latest news on TRV?

The most recent item we track (24/7 Wall Street, 4 Nov 2026): "Rate Hikes Could Be Coming: History Likes These 4 Insurance Stocks". The article says investors focused on large technology companies during much of 2026, leaving insurers in the background. Its headline suggests rate hikes could be coming and discusses four insurance stocks, but the excerpt does not identify them.

Company

About The Travelers Cos., Inc.

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