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Added to YB: 2025-02-21

Pitch date: 2025-02-19

TRV [bullish]

The Travelers Companies, Inc.

+22.21%

current return

Author Info

No bio for this author

Company Info

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 and internationally.

Market Cap

$64.0B

Pitch Price

$237.78

Price Target

286.00 (+0%)

Dividend

1.53%

EV/EBITDA

8.60

P/E

11.28

EV/Sales

1.50

Sector

Insurance

Category

value

Show full summary:
Keefe, Bruyette & Woods Upgrades Travelers (TRV) on Reserve Strength, Price Target Raised to $286

TRV: KBW upgrades to Outperform, PT $286 (11.5x 2026E EPS). Est. $1.39B GAAP reserve overstatement, mainly workers' comp, personal lines, fidelity & surety redundancies offsetting general liability deficiencies. 2024 saw major releases in these areas, partly offset by BI segment strengthening.

Read full article (1 min)