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The Travelers Companies, Inc. Stock Price

NYSE:TRV Community·US$78.7b Market Cap
  • 2 Narratives written by author
  • 1 Comments on narratives written by author
  • 113 Fair Values set on narratives written by author

TRV Share Price Performance

US$382.45
114.87 (42.93%)
US$354.71
Fair Value
US$382.45
114.87 (42.93%)
7.8% overvalued intrinsic discount
US$354.71
Fair Value
Price US$382.45
AnalystConsensusTarget US$354.71
AnalystHighTarget US$425.02

TRV Community Narratives

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Fair Value US$354.71 7.8% overvalued intrinsic discount

Analysts Lift Travelers Price Target Amid Balanced Outlook and Recent Buyback Activity

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·
Fair Value US$425.02 10.0% undervalued intrinsic discount

AI And Data-Driven Underwriting Will Support Stronger Long-Term Returns

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US$354.71
7.8% overvalued intrinsic discount
Revenue
-1.2% p.a.
Profit Margin
11.04%
Future PE
13.96x
Price in 2029
US$433.85
US$425.02
10.0% undervalued intrinsic discount
Revenue
-1.46% p.a.
Profit Margin
12.1%
Future PE
15.45x
Price in 2029
US$522.24

Trending Discussion

No trending discussion available.

Updated Narratives

TRV logo

TRV: Q2 Underwriting Strength And AI Adoption Will Shape Future Returns

Fair Value: US$354.71 7.8% overvalued intrinsic discount
28 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
TRV logo

AI And Data-Driven Underwriting Will Support Stronger Long-Term Returns

Fair Value: US$425.02 10.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record established dividend payer.

2 Risks
3 Rewards

The Travelers Companies, Inc. Key Details

US$49.0b

Revenue

US$32.0b

Cost of Revenue

US$17.0b

Gross Profit

US$8.8b

Other Expenses

US$8.2b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
39.52
34.73%
16.83%
27.4%
View Full Analysis

About TRV

Founded
1853
Employees
34000
CEO
Alan Schnitzer
WebsiteView website
www.travelers.com

The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United States, Canada, and internationally. It operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance. The Business Insurance segment offers workers' compensation, commercial automobile and property, general liability, commercial multi-peril, employers' liability, public and product liability, professional indemnity, marine, aviation, commercial property and automobile, onshore and offshore energy, construction, terrorism, personal accident, and kidnap and ransom insurance products. This segment operates through select accounts, which serve small businesses; middle accounts that serve mid-sized businesses; national accounts, which serve large companies; and national property and others that serve large and mid-sized customers, commercial trucking industry, and agricultural businesses, as well as markets and distributes its products through brokers, wholesale agents, and program managers. The Bond & Specialty Insurance segment provides surety, fidelity, management and professional liability, and other property and casualty coverages and related risk management services through independent agencies and brokers. The Personal Insurance segment offers property and casualty insurance covering personal risks, primarily automobile and homeowners’ insurance to individuals. The Travelers Companies, Inc. was founded in 1853 and is based in New York, New York.

Recent TRV News & Updates

Narrative Update Jul 23

TRV: Q2 Underwriting Strength And AI Adoption Will Shape Future Returns

Analysts lifted the fair value estimate for Travelers Companies from $320.74 to $354.71, as a series of higher price targets across the Street highlighted strong Q2 results, better underwriting trends, and increased earnings estimates, even as some flagged valuation and softening market conditions as key watchpoints. Analyst Commentary Street research on Travelers Companies clusters into two clear camps, with bullish analysts highlighting strong Q2 execution and earnings power, while more cautious voices focus on valuation and signs of a softer insurance market backdrop.

Recent updates

No updates