TRVFinancial Services · Insurance - Property & CasualtyThe 29 Wall Street analysts covering The Travelers Cos., Inc. hold a median 12-month price target of $358 — -5.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 14 Oct 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
Momentum (96): 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.
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 −5.4% from it.
Of the 20 most recent actions, 10 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $356 → $341 |
| 9 Oct 2026 | JP Morgan | Maintains | Neutral | $348 → $352 |
| 7 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $377 → $378 |
| 7 Oct 2026 | Mizuho | Maintains | Neutral | $348 → $345 |
| 21 Sept 2026 | Evercore ISI Group | Maintains | In-Line | $338 → $342 |
| 21 Sept 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 16 Sept 2026 | Mizuho | Maintains | Neutral | $343 → $348 |
| 16 Sept 2026 | Mizuho | Maintains | Neutral | — |
| 24 July 2026 | Mizuho | Maintains | Neutral | $324 → $343 |
| 24 July 2026 | Mizuho | Maintains | Neutral | — |
| 21 July 2026 | Barclays | Maintains | Underweight | — |
| 21 July 2026 | Barclays | Maintains | Underweight | $295 → $318 |
| 21 July 2026 | BMO Capital | Downgrade | Market Perform | $314 → $379 |
| 21 July 2026 | BMO Capital | Downgrade | Market Perform | — |
| 21 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 21 July 2026 | Morgan Stanley | Maintains | Underweight | $290 → $330 |
| 21 July 2026 | Roth Capital | Maintains | Buy | $345 → $425 |
| 21 July 2026 | Roth Capital | Maintains | Buy | — |
| 20 July 2026 | B of A Securities | Maintains | Underperform | — |
| 20 July 2026 | B of A Securities | Maintains | Underperform | $283 → $307 |
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 14 Oct 2026, The Travelers Cos., Inc. returned +39.2% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 57% of US stocks
Cheaper than 57% of US stocks
Cheaper than 38% of US stocks
Cheaper than 48% 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 74% 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 $78.8B and an enterprise value of $82.8B.
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: 10.1×; forward P/E: 12.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.32%, 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 reported core earnings of $10.04 per share three months ago, nearly double analysts’ estimate of $5.28, and is heading into third-quarter earnings.
Why it matters — TRV watchers may compare the prior earnings beat with the company’s upcoming third-quarter results.
Travelers entered the Q3 earnings season with estimates pointing to lower revenue and profits, while a positive Earnings ESP raised hopes of another earnings beat.
Why it matters — TRV watchers may focus on whether the positive Earnings ESP offsets estimates for lower revenue and profits in the upcoming results.
Earnings season begins this week, with several major financial companies set to report quarterly results. Five of the Dow Jones Industrial Average’s 30 components are reporting.
Why it matters — The scheduled reports provide updates on large financial companies, though the excerpt does not specify any TRV results or company-specific developments.
Zacks Investment Research’s headline describes Travelers (TRV) as a strong value stock. The excerpt says Zacks Style Scores are a feature of its Zacks Premium research service intended to help identify stocks across value, growth, and momentum styles.
Why it matters — TRV watchers may note the favorable value-stock characterization and the research service’s style-based approach.
Zacks Investment Research says Travelers has a combination of two key ingredients that could support an earnings beat in its upcoming report, and highlights key expectations.
Why it matters — TRV watchers may find the article relevant as they assess expectations ahead of the company's upcoming earnings report.
The 29 Wall Street analysts covering The Travelers Cos., Inc. have a median 12-month price target of $358, 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 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies -5.4% from the last close, and Ticker Nerd's factor model ranks The Travelers Cos., Inc. 90 out of 100 as at 14 Oct 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 +39.2% over the 12 months to 14 Oct 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 (Benzinga, 14 Oct 2026): "Travelers Nearly Doubled Estimates Last Quarter — Can It Do It Again in Q3?". Travelers reported core earnings of $10.04 per share three months ago, nearly double analysts’ estimate of $5.28, and is heading into third-quarter earnings.
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
