Travelers Companies (TRV)

Financials · NYSE · US

$356.51-1.84% today

Price as at 1 Oct 2026, 02:58 UTC. Quotes are delayed.

Fundamentals

Market cap$72.07B
P/E ratio10.1
Dividend yield1.48%
Revenue growth (YoY)+1.0%
Profit margin15.5%
Return on equity25.3%
52-week range$252.26 to $398.70

Valuation and ratings

Fair value estimate$745.62
Upside to fair value+109.1%
Analyst target (mean)$328.63
Analyst range$252.00 to $400.00
Analysts with price targets24
Consensus viewhold
Moat score62/100
Overall rating73/100, high quality

Fair value: $745.62 (+109.1%), see how we got there

Travelers Companies trades at $356.51, which is 109% below the $745.62 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.

Our moat model scores it 62 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 10.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

TRV dividend history

Dividend yield1.48%
Paid, trailing 12 months$4.70 per share
Most recent payment$1.25, ex 10 Sept 2026
5-year growth (p.a.)+5.2%
Consecutive years of growth20
Consecutive years paid39

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$3.603
2025$4.354
2024$4.154
2023$3.934
2022$3.674
2021$3.494
2020$3.374
2019$3.234
2018$3.034
2017$2.834
2016$2.624

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

TRV earnings and analyst estimates

EPS estimate, next year$28.75
Expected EPS growth+0.8%
Expected revenue growth+2.8%

Recommendation mix, 29 published ratings

7 buy19 hold3 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About Travelers Companies

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.

Industry: Insurance - Property & CasualtyEmployees: 34,000HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

TRV passes 5 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

18 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

Politician trades in TRV

We hold 9 disclosed trades in TRV by members of Congress and executive-branch officials. The latest 5:

  • John Boozman · SenateSell · $1,001 - $15,000 · traded 2 Jul 2026 · disclosed 17 Aug 2026
  • Donald J Trump · Executive branchSell · $50,001 - $100,000 · traded 12 Jun 2026 · disclosed 22 Aug 2026
  • Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 27 Apr 2026 · disclosed 1 Jul 2026
  • Alan Armstrong · SenateBuy · $1,001 - $15,000 · traded 27 Mar 2026 · disclosed 21 Jul 2026
  • Thomas H Tuberville · SenateSell · $15,001 - $50,000 · traded 29 Oct 2024 · disclosed 5 Aug 2026

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

TRV peers

The largest companies in the same industry, then in the same sector.

Every financials company we cover is on the Financials hub.

Common questions

Is Travelers Companies (TRV) undervalued?

Against our fair value estimate of $745.62, TRV at $356.51 is 109% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own TRV?

18 of the institutions we track reported a position in TRV in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

What is TRV's P/E ratio?

TRV trades at 10.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Does Travelers Companies (TRV) pay a dividend?

Yes. Travelers Companies yields 1.48% at the current share price. It has paid $4.70 per share over the trailing twelve months. It has paid a dividend in each of the last 39 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its TRV data?

Fundamentals for TRV come from company filings and exchange data, as listed on NYSE; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 02:58 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for TRV, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.