Wall Street analyst estimates for The Travelers Companies, Inc. (TRV): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
The Travelers Companies, Inc., through its network of subsidiaries, delivers a broad spectrum of commercial and personal property and casualty insurance products and services. These offerings cater to businesses, government entities, associations, and individual clients both within the United States and internationally. The company's operations are divided into three primary segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.
Consensus price target
$356.18 (-10 % vs price $396.22)
between $290.00 and $430.00 · 3 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $44.0B | $43.8B – $44.5B | $36.64 | 17 |
| 2027E | $44.9B | $44.1B – $45.4B | $31.02 | 17 |
| 2028E | $45.9B | $44.9B – $47.5B | $31.72 | 9 |
Figures in USD · consensus as of November 2, 2026
Analyst Consensus
| Strong Buy | 1 |
| Buy | 10 |
| Hold | 29 |
| Sell | 4 |
| Strong Sell | 0 |
| Total analysts | 44 |
| Avg rating (−2 sell to +2 buy) | 0.18 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-01-20 | $9.88 | ||
| 2026-10-16 | $9.18 | $7.39 | +24.2% |
| 2026-07-17 | $10.04 | $5.41 | +85.6% |
| 2026-04-16 | $7.71 | $7.07 | +9.1% |
| 2026-01-21 | $11.13 | $8.80 | +26.5% |
| 2025-10-16 | $8.14 | $6.39 | +27.4% |
| 2025-07-17 | $6.51 | $3.65 | +78.4% |
| 2025-04-16 | $1.91 | $0.79 | +143.3% |
Valuation Ratios
| P/E Ratio | 10.39 |
| Price / Book | 2.83 |
| Dividend Yield | 1.19% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $27.62B | $28.90B | $30.28B | $31.58B | $31.98B | $34.82B | $36.90B | $41.37B | $46.43B | $48.83B |
| Cost of Revenue | $19.05B | $21.63B | $22.67B | $23.73B | $23.90B | $25.34B | $28.37B | $32.44B | $34.03B | $34.49B |
| Gross Profit | $8.57B | $7.27B | $7.61B | $7.85B | $8.09B | $9.47B | $8.53B | $8.93B | $12.40B | $14.34B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $4.15B | $4.17B | $4.30B | $4.37B | $4.51B | $4.68B | $4.81B | $5.18B | $5.82B | $6.12B |
| Operating Expenses | $4.52B | $4.54B | $4.65B | $4.71B | $4.85B | $5.02B | $5.17B | $5.56B | $6.22B | $6.54B |
| Operating Income | $4.05B | $2.73B | $2.96B | $3.14B | $3.24B | $4.46B | $3.35B | $3.37B | $6.18B | $7.80B |
| EBITDA | $5.24B | $3.91B | $4.12B | $4.25B | $4.37B | $5.67B | $4.53B | $4.47B | $7.29B | $8.90B |
| Interest Expense | $363.0M | $369.0M | $352.0M | $344.0M | $339.0M | $340.0M | $351.0M | $376.0M | $392.0M | $425.0M |
| Pre-tax Income | $4.05B | $2.73B | $2.96B | $3.14B | $3.24B | $4.46B | $3.35B | $3.37B | $6.18B | $7.80B |
| Income Tax | $1.04B | $674.0M | $438.0M | $516.0M | $540.0M | $796.0M | $512.0M | $380.0M | $1.18B | $1.51B |
| Net Income | $3.01B | $2.06B | $2.52B | $2.62B | $2.70B | $3.66B | $2.84B | $2.99B | $5.00B | $6.29B |
| EPS | $10.39 | $7.39 | $9.44 | $10.01 | $10.56 | $14.63 | $11.91 | $12.93 | $21.76 | $27.84 |
| EPS (Diluted) | $10.28 | $7.33 | $9.35 | $9.92 | $10.52 | $14.49 | $11.77 | $12.79 | $21.47 | $27.43 |
| Shares Outstanding (Diluted) | 291.0 M | 278.6 M | 269.8 M | 262.3 M | 254.6 M | 250.8 M | 239.7 M | 232.2 M | 231.1 M | 227.6 M |
Price
| Price | $396.22 (closing price, October 30, 2026) |
| Market Cap | $81.2B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Financial Services · Insurance - Property & Casualty
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