Jefferies Financial Group Inc. Decreases Stock Position in The Travelers Companies, Inc. $TRV

Jefferies Financial Group Inc. cut its holdings in The Travelers Companies, Inc. (NYSE:TRV) by 96.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 796 shares of the insurance provider’s stock after selling 23,203 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Travelers Companies were worth $231,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Osterweis Capital Management Inc. raised its stake in Travelers Companies by 1,820.0% in the second quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after buying an additional 91 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in shares of Travelers Companies in the fourth quarter valued at about $28,000. Entrust Financial LLC acquired a new position in shares of Travelers Companies in the fourth quarter valued at about $31,000. Navalign LLC acquired a new position in shares of Travelers Companies in the fourth quarter valued at about $35,000. Finally, eCIO Inc. acquired a new position in shares of Travelers Companies in the fourth quarter valued at about $37,000. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

Travelers Companies Stock Down 0.1%

Travelers Companies stock opened at $291.68 on Monday. The firm has a market cap of $62.03 billion, a price-to-earnings ratio of 8.68, a price-to-earnings-growth ratio of 2.63 and a beta of 0.48. The Travelers Companies, Inc. has a 52 week low of $249.19 and a 52 week high of $313.12. The business’s 50-day moving average price is $299.12 and its 200 day moving average price is $293.80. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29.

Travelers Companies (NYSE:TRV) last posted its earnings results on Thursday, April 16th. The insurance provider reported $7.71 EPS for the quarter, topping the consensus estimate of $6.80 by $0.91. The firm had revenue of $11.92 billion for the quarter, compared to analyst estimates of $11.11 billion. Travelers Companies had a return on equity of 24.06% and a net margin of 15.54%.Travelers Companies’s revenue for the quarter was down 1.7% compared to the same quarter last year. During the same period last year, the company earned $1.91 earnings per share. As a group, sell-side analysts anticipate that The Travelers Companies, Inc. will post 28 earnings per share for the current year.

Travelers Companies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Wednesday, June 10th will be issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 1.7%. This is a positive change from Travelers Companies’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend is Wednesday, June 10th. Travelers Companies’s dividend payout ratio is 13.09%.

Insider Activity

In related news, EVP Jeffrey P. Klenk sold 6,414 shares of the firm’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $305.06, for a total transaction of $1,956,654.84. Following the sale, the executive vice president directly owned 6,075 shares of the company’s stock, valued at $1,853,239.50. This trade represents a 51.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Diane Kurtzman sold 2,867 shares of the firm’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $303.45, for a total value of $869,991.15. Following the sale, the executive vice president directly owned 5,298 shares in the company, valued at approximately $1,607,678.10. This trade represents a 35.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,573 shares of company stock valued at $11,504,146 over the last 90 days. Company insiders own 1.39% of the company’s stock.

Trending Headlines about Travelers Companies

Here are the key news stories impacting Travelers Companies this week:

• Positive Sentiment: JP Morgan upgraded Travelers Companies (TRV), adding to a generally supportive analyst backdrop and signaling improved confidence in the insurer’s outlook.
• Positive Sentiment: Piper Sandler reiterated a Buy rating on Travelers Companies, reinforcing bullish sentiment from Wall Street.
• Positive Sentiment: The company recently raised its quarterly dividend to $1.25 per share from $1.10, which may appeal to income-focused investors and suggests continued confidence in cash flow.
• Positive Sentiment: Travelers also delivered strong last-quarter results, with earnings of $7.71 per share beating estimates and revenue topping expectations, highlighting solid underwriting performance.
• Neutral Sentiment: DOWLING & PARTN issued fiscal 2026 and 2027 EPS estimates below consensus, which may temper expectations but does not materially change the long-term story.
• Neutral Sentiment: Insider selling by EVP Michael Frederick Klein, including a 10,000-share sale, may be viewed cautiously by investors, though the sale was not large enough to clearly signal a major change in fundamentals. Source
• Negative Sentiment: The stock’s recent softness may reflect profit-taking after a strong run and a valuation that some analysts view as more balanced following its earnings beat and dividend increase.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on TRV. Seaport Research Partners set a $322.00 price objective on Travelers Companies in a report on Tuesday, May 26th. Wells Fargo & Company increased their price objective on Travelers Companies from $285.00 to $305.00 and gave the company an “equal weight” rating in a report on Thursday, April 9th. Brean Capital began coverage on Travelers Companies in a report on Thursday, March 12th. They issued a “neutral” rating on the stock. UBS Group reissued a “neutral” rating on shares of Travelers Companies in a report on Monday, February 2nd. Finally, Evercore reissued an “outperform” rating on shares of Travelers Companies in a report on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Travelers Companies currently has a consensus rating of “Hold” and a consensus price target of $311.47.

Travelers Companies Company Profile

The Travelers Companies, Inc (NYSE: TRV) is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.

On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers’ compensation, professional and management liability, surety and inland marine.