Travelers Companies

TRV · NYSE

$395.73+$10.28 (+2.67%)TodayMarket closed · Oct 20, 7:45 PM ET

Prev close $385.45

TRV analyst rating

HoldConsensus of 20 analysts over the last 12 months. 25% rate it a buy.

Strong buy1
Buy4
Hold10
Underperform3
Sell2

12-month price target · 27 analysts

Average $359.19 (−9.2% downside)

Low: $163.95
Now: $395.73
High: $451.50

Upgrades and downgrades

The latest rating actions, newest first

TRV analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BMO Capital	Oct 20, 2026	Maintains	Market Perform	$379.00 → $388.00	63%
JP Morgan	Oct 20, 2026	Maintains	Neutral	$352.00 → $379.00	81%
Mizuho	Oct 20, 2026	Maintains	Neutral	$345.00 → $371.00	58%
Keefe, Bruyette & Woods	Oct 20, 2026	Maintains	Market Perform	$372.00 → $382.00	68%
Wells Fargo	Oct 19, 2026	Maintains	Equal-Weight	$341.00 → $377.00	60%
Evercore ISI Group	Oct 19, 2026	Maintains	In-Line	$349.00 → $372.00	56%
Truist Securities	Oct 19, 2026	Maintains	Buy	$425.00 → $435.00	68%
Wells Fargo	Oct 12, 2026	Maintains	Equal-Weight	$356.00 → $341.00	60%
JP Morgan	Oct 9, 2026	Maintains	Neutral	$348.00 → $352.00	57%
Mizuho	Oct 7, 2026	Maintains	Neutral	$348.00 → $345.00	58%

The case for and against

Updated Apr 3, 2026

Bull case

Travelers Companies demonstrates a positive financial outlook due to a strong renewal premium change of over 6%, with a notable 8% increase when excluding large property accounts, indicating robust performance in its core insurance segments. The company also reported a significant rise in net investment income, which climbed 14.3% to $1,033 million, exceeding previous estimates and showcasing the effectiveness of its investment strategies. Additionally, the solid growth in net written premiums, coupled with ample capital and liquidity for potential expansion and share repurchase, underscores its financial stability and growth potential.

Bear case

The Travelers Companies has experienced a decline in net written premiums within its personal insurance segment, notably seeing a drop of 3.9% in auto insurance, which raises concerns about overall demand. Additionally, the downward trend in renewal rates for both domestic business insurance and auto policies indicates weakening pricing power amidst increasing competition, further straining revenue growth prospects. Lastly, despite an improved combined ratio in the commercial segment, the reliance on mid-sized businesses combined with premium reductions in competitive markets poses risks to future profitability.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.