US · Financial Services · Insurance - Property & Casualty
EPS came in at 9.18 against a street estimate of 7.07 — a beat of 29.8%.
Analysts rate The Travelers Companies Inc a hold (6 buy, 17 hold, 6 sell out of 29) with an average price target of $364.54.
CONFIDENT Travelers delivered excellent Q3 results, with strong underwriting, record investment income, robust capital returns, and confidence in durable earnings entering 2027. Q3 FY26 No geographic regional breakdown was provided. Analysts focused on earnings durability, reserve releases, loss-cost trends, distribution disruption, expenses, investment income, and personal-lines competition. Management emphasized stable loss trends, conservative reserves, durable underwriting advantages, and ongoing technology investment. 2026-10-16…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.04% |
| State Street Corp | 7.53% |
| Vanguard Capital Management, LLC | 6.66% |
| FMR Inc | 4.93% |
| Vanguard Portfolio Management, LLC | 3.99% |
| Geode Capital Management, LLC | 3.03% |
| Massachusetts Financial Services Company | 2.03% |
| Morgan Stanley - Brokerage Accounts | 1.83% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $1,917 million, up from $1,888 million in third-quarter 2025. • Nine-month 2026 net income was | 2026-10-16 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $1,917 million, down from $1,888 million in 3Q2025 but up from $1,711 million in 1Q2026. • Core | 2026-10-16 |
| Board / officer change · Q3 2026 THE TRAVELERS COMPANIES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 8 to 9 directors effective August 5, 2026 • One new di | 2026-08-07 |
| Company announcement · Q3 2026 TRAVELERS COMPANIES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company issued $750,000,000 aggregate principal amount of Senior Notes • Interest rate on | 2026-07-24 |
| Quarterly report · Q2 2026 THE TRAVELERS COMPANIES, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income (6 months): $3,919 million, up 106% from $1,904 million in prior | 2026-07-17 |
| Results announced · Q3 2026 TRAVELERS COMPANIES, INC. – FINANCIAL SUMMARY Q2 2026 HEADLINE NUMBERS • Net income Q2 2026: $2,208 million vs. $1,509 million Q2 2025 (+46%) • Core | 2026-07-17 |
| Board / officer change · Q2 2026 TRAVELERS COMPANIES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 20, 2026 • 5,000,000 additional shares authorize | 2026-05-22 |
| Quarterly report · Q1 2026 THE TRAVELERS COMPANIES, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income: $1,711 million (Q1 2026) vs. $395 million (Q1 2025) – increase o | 2026-04-16 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.25 / share ex-date Sep 10, 2026 · pay Sep 30, 2026 | 2026-09-10 |
| Dividend | $1.25 / share ex-date Jun 10, 2026 · pay Jun 30, 2026 | 2026-06-10 |
| Dividend | $1.10 / share ex-date Mar 10, 2026 · pay Mar 31, 2026 | 2026-03-10 |
| Dividend | $1.10 / share ex-date Dec 10, 2025 · pay Dec 31, 2025 | 2025-12-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for The Travelers Companies Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.