TICKERNERD
Menu
TRVTRVFinancial Services · Insurance - Property & Casualty

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

Last close, 18 Sept 2026
$375
−1.28% on the day

The 29 Wall Street analysts covering The Travelers Cos., Inc. hold a median 12-month price target of $360 — -4.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 19 Sept 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
$79.2B
Ticker Nerd rank
90 / 100
Median analyst target
$360
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
−0.2%
1M
+2.2%
YTD
+30.6%
1Y
+36.9%
From 52W high
−5.4%
From 52W low
+45.4%
$258
$396
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 19 Sept 2026
90 / 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
93
Revisions
90
Quality
90
Volatility
85
Growth
85
Issuance
76
Value
53
Accruals
33
Size
3

Momentum (93): The shares have been drifting up relative to others.

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 (3): 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.

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$450Oct 25Jan 26Apr 26Jul 26TRVHigh $430Median $360Low $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 $360High $430

The green dot is the last close — the median target sits −4.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 11 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
24 July 2026MizuhoMaintainsNeutral$324 → $343
21 July 2026BarclaysMaintainsUnderweight$295 → $318
21 July 2026BMO CapitalDowngradeMarket Perform$314 → $379
21 July 2026Morgan StanleyMaintainsUnderweight$290 → $330
21 July 2026Roth CapitalMaintainsBuy$345 → $425
20 July 2026B of A SecuritiesMaintainsUnderperform$283 → $307
20 July 2026CitigroupMaintainsNeutral$315 → $385
20 July 2026Evercore ISI GroupMaintainsIn-Line$329 → $338
20 July 2026Truist SecuritiesMaintainsBuy$395 → $425
15 July 2026Morgan StanleyDowngradeUnderweight$333 → $290
15 July 2026Morgan StanleyDowngradeUnderweight—
15 July 2026Piper SandlerMaintainsOverweight—
15 July 2026Piper SandlerMaintainsOverweight$340 → $389
13 July 2026TD CowenDowngradeSell—
13 July 2026TD CowenDowngradeSell$297
10 July 2026Evercore ISI GroupDowngradeIn-Line—
10 July 2026Evercore ISI GroupDowngradeIn-Line$321 → $329
10 July 2026Truist SecuritiesInitiatesBuy—
10 July 2026Truist SecuritiesInitiatesBuy$395
9 July 2026Cantor FitzgeraldMaintainsOverweight—

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.

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.

Free, every Monday. Unsubscribe any time.

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 18 Sept 2026, The Travelers Cos., Inc. returned +36.9% against +16.3% for the S&P 500, dividends included.

TRV vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140Oct 25Jan 26Apr 26Jul 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 movingNext fiscal year
EPS revision, 90 days
+21.0%
Analysts raising
26
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
10.0×

Cheaper than 58% of US stocks

Price / sales
1.6×

Cheaper than 58% of US stocks

Price / book
2.4×

Cheaper than 40% of US stocks

EV / EBITDA
7.2×

Cheaper than 48% of US stocks

Growth & margins
Revenue growth (YoY)
0.3%

Higher than 28% of US stocks

Earnings growth (YoY)
46.3%

Higher than 73% of US stocks

Gross margin
—
Operating margin
23.7%

Higher than 83% of US stocks

Net margin
17.0%

Higher than 80% of US stocks

Returns & dividend
Return on equity
26.5%

Higher than 86% of US stocks

Return on assets
4.8%

Higher than 75% of US stocks

Dividend yield
1.3%

Higher than 31% 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 $79.2B and an enterprise value of $83.2B.

  • 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.

  • Shares outstanding: 208.6M.

  • Trailing P/E: 10.0×; forward P/E: 12.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.33%, 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 18 Sept 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.$79.2B
90
ALLThe Allstate Corp.$63.2B
93
PGRThe Progressive Corp.$125.2B
52
CBChubb Ltd.$134.1B
69
CINFCincinnati Financial Corp.$26.4B
67
WRBW.R. Berkley Corp.$26.1B
62
MKLMarkel Group, Inc.$22.4B
34

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

Our Top 10 High Growth Dividend Stocks - September 2026

Seeking Alpha · 19 Sept 2026neutral

Seeking Alpha published an article outlining its methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than current yield. The final top 10 list is chosen from nearly 500 dividend stocks based on sector diversity, high-growth quality scores, and positive momentum, targeting investors in the accumulation phase.

Why it matters — TRV watchers may be interested in whether the company makes the final top-10 list under this methodology, which emphasizes dividend growth and sustainability.

New Strong Buy Stocks for September 18th

Zacks Investment Research · 18 Sept 2026positive

On September 18th, 2026, The Travelers Cos., Inc. (TRV) was added to the Zacks Rank #1 (Strong Buy) List, along with PGY, OPHC, PDEX, and HMN. This designation was announced in a Zacks Investment Research report.

Why it matters — A TRV watcher would note that the company has been recognized with Zacks' highest Strong Buy rating, signaling a favorable assessment of the stock by that research firm.

Best Income Stocks to Buy for September 18th

Zacks Investment Research · 18 Sept 2026positive

On September 18th, 2026, Zacks Investment Research added The Travelers Cos., Inc. to its Zacks Rank #1 (Strong Buy) income stocks list, alongside IPOOF and HMN.

Why it matters — A Zacks Rank #1 Strong Buy listing signals that analysts view TRV favorably as an income stock, which may draw attention from dividend-focused investors.

Fed Reverses Course With First Rate Hike Since 2023: 3 Insurers to Buy

Zacks Investment Research · 17 Sept 2026positive

The Federal Reserve made its first interest rate hike since 2023, reversing its prior course. The article notes that Travelers (TRV), along with RGA and LNC, is poised to benefit as higher yields support insurers' investment income.

Why it matters — A Fed rate hike could boost Travelers' investment income, a key component of its earnings, so TRV watchers would follow how rising yields affect the company's results.

Buy 3 Insurance Stocks Amid Higher Interest Rates and Bond Yields

Zacks Investment Research · 17 Sept 2026positive

A Zacks Investment Research article highlights that higher interest rates and soaring bond yields could benefit insurers, citing Travelers (TRV) along with RGA and AIZ as showing strong earnings trends in this environment.

Why it matters — A TRV watcher would care because the article suggests that the current higher-rate and bond-yield environment, alongside strong earnings trends, could be favorable for Travelers.

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 $360, with estimates ranging from $262 to $430. 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. 90 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TRV?

As at 19 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 Momentum (93 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 -4.0% from the last close, and Ticker Nerd's factor model ranks The Travelers Cos., Inc. 90 out of 100 as at 19 Sept 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 $430 over the next 12 months.

How has TRV stock performed over the past year?

The Travelers Cos., Inc. returned +36.9% over the 12 months to 18 Sept 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 (Seeking Alpha, 19 Sept 2026): "Our Top 10 High Growth Dividend Stocks - September 2026". Seeking Alpha published an article outlining its methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than current yield. The final top 10 list is chosen from nearly 500 dividend stocks based on sector diversity, high-growth quality scores, and positive momentum, targeting investors in the accumulation phase.

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