The Travelers Companies, Inc. — Wall Street Analyst Estimates & Price Targets

TRV

NYSEFinancial ServicesInsurance - Property & CasualtyCIK 0000086312travelers.comAbout TRV

Last close · Oct 16, 2026389.54+5.65 (+1.47%)

Market cap$81.2B

5 firms' latest targets, last 90 days: median $379.00 ($350.00–$430.00), 3% below the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 5 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-07	Cantor Fitzgerald	$378.00	—	—	+5%	-3%
2026-07-21	BMO Capital	$379.00	$314.00	▲ 21%	+3%	-3%
2026-07-20	Goldman Sachs	$350.00	$304.00	▲ 15%	-5%	-10%
2026-07-20	Truist	$425.00	$395.00	▲ 8%	+16%	+9%
2026-07-20	Raymond James	$430.00	$307.00	▲ 40%	+17%	+10%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2021reported	$34.8B	+9%	$14.49	+38%	est. $31.6B+10%	est. $12.63	6
2022reported	$36.9B	+6%	$11.77	-19%	est. $35.2B+5%	est. $12.42	6
2023reported	$41.4B	+12%	$12.79	+9%	est. $40.2B+3%	est. $11.21	11
2024reported	$46.4B	+12%	$21.47	+68%	est. $43.5B+7%	est. $19.04	10
2025reported	$48.8B	+5%	$27.43	+28%	est. $44.7B+9%	est. $25.44	9
2026	$44.0B	-10%	$34.69	+36%	$43.8B–$44.5B	$32.19–$37.85	11
2027	$45.3B	+3%	$30.51	-12%	$44.5B–$45.8B	$29.02–$33.43	10
2028	$46.7B	+3%	$31.16	+2%	$45.3B–$48.0B	$25.66–$34.56	7

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$379.00median target, 3% below the last close

Firms with a target · last 90 days: 5
Lowest – highest target: $350.00 – $430.00
Current grades of 18 firms: positive / neutral / negative: 5 / 9 / 4
Upgrades / downgrades · 12 months: 1 / 6
Consensus revenue growth · next 3 FY: -1% a year

Current grades

each firm's latest · 18 firms

As of	Firm	Grade
2026-10-12	Wells Fargo	“Equal Weight”
2026-10-09	J.P. Morgan	“Neutral”
2026-10-07	Mizuho	“Neutral”
2026-10-07	Cantor Fitzgerald	“Overweight”
2026-09-21	Evercore ISI	“In Line”
2026-07-21	BMO Capital	“Market Perform”
2026-07-21	Roth Capital	“Buy”
2026-07-21	Morgan Stanley	“Underweight”
2026-07-21	Barclays	“Underweight”
2026-07-20	Citigroup	“Neutral”

8 more

2026-07-20	Truist	“Buy”
2026-07-20	Bank of America	“Underperform”
2026-07-15	Piper Sandler	“Overweight”
2026-07-13	TD Cowen	“Sell”
2026-07-08	Keefe, Bruyette & Woods	“Market Perform”
2026-07-08	UBS	“Neutral”
2026-07-06	Raymond James	“Strong Buy”
2026-07-06	HSBC	“Hold”

Grade changes

last 24 months · 14

Date	Firm	Grade
2026-07-21	BMO Capital	“Outperform” → “Market Perform” downgrade
2026-07-15	Morgan Stanley	“Equal Weight” → “Underweight” downgrade
2026-07-13	TD Cowen	“Hold” → “Sell” downgrade
2026-07-10	Evercore ISI	“Outperform” → “In Line” downgrade
2026-07-08	Keefe, Bruyette & Woods	“Outperform” → “Market Perform” downgrade
2026-06-12	Barclays	“Equal Weight” → “Underweight” downgrade
2026-05-26	J.P. Morgan	“Underweight” → “Neutral” upgrade
2025-07-07	Barclays	“Overweight” → “Equal Weight” downgrade
2025-04-09	Wells Fargo	“Underweight” → “Equal Weight” upgrade
2025-02-19	Keefe, Bruyette & Woods	“Market Perform” → “Outperform” upgrade

50 more

2025-01-24	Piper Sandler	“Neutral” → “Overweight” upgrade
2025-01-08	Goldman Sachs	“Sell” → “Buy” upgrade
2024-12-11	Wells Fargo	“Equal Weight” → “Underweight” downgrade
2024-11-21	Janney Montgomery Scott	“Buy” → “Neutral” downgrade
2024-07-15	TD Cowen	“Buy” → “Hold” downgrade
2024-06-28	William Blair	“Outperform” → “Market Perform” downgrade
2024-06-28	Citigroup	“Neutral” → “Sell” downgrade
2023-04-19	CFRA	“Hold” → “Buy” upgrade
2023-01-10	Evercore ISI	“In Line” → “Outperform” upgrade
2022-07-25	Raymond James	“Market Perform” → “Strong Buy” upgrade
2022-06-23	Wolfe Research	“Outperform” → “Peer Perform” downgrade
2022-06-03	Goldman Sachs	“Neutral” → “Sell” downgrade
2022-04-20	Raymond James	“Underperform” → “Market Perform” upgrade
2022-01-21	Barclays	“Overweight” → “Equal Weight” downgrade
2022-01-03	Bank of America	“Buy” → “Underperform” downgrade
2021-07-22	Bank of America	“Buy” → “Underperform” downgrade
2021-07-12	Morgan Stanley	“Underweight” → “Equal Weight” upgrade
2020-10-12	J.P. Morgan	“Neutral” → “Underweight” downgrade
2020-09-11	Wells Fargo	“Underweight” → “Equal Weight” upgrade
2020-07-20	William Blair	“Market Perform” → “Outperform” upgrade
2020-04-24	Raymond James	“Market Perform” → “Underperform” downgrade
2020-04-13	Evercore ISI	“Underperform” → “In Line” upgrade
2020-04-02	Keefe, Bruyette & Woods	“Underperform” → “Market Perform” upgrade
2020-01-10	Keefe, Bruyette & Woods	“Underperform” → “Market Perform” upgrade
2020-01-06	Wells Fargo	“Equal Weight” → “Underweight” downgrade
2019-10-28	MKM Partners	“Neutral” → “Buy” upgrade
2019-10-23	Deutsche Bank	“Sell” → “Hold” upgrade
2019-09-18	Bank of America	“Buy” → “Neutral” downgrade
2019-07-19	Buckingham Research	“Buy” → “Neutral” downgrade
2019-06-27	Deutsche Bank	“Hold” → “Sell” downgrade
2019-06-06	Keefe, Bruyette & Woods	“Outperform” → “Market Perform” downgrade
2019-01-09	Barclays	“Equal Weight” → “Overweight” upgrade
2018-12-11	RBC Capital	“Outperform” → “Sector Perform” downgrade
2018-10-19	Citigroup	“Buy” → “Neutral” downgrade
2018-05-05	Argus	“Buy” → “Hold” downgrade
2018-01-26	Atlantic Equities	“Underweight” → “Neutral” upgrade
2017-06-19	Bank of America	“Buy” → “Neutral” downgrade
2017-04-24	Argus	“Hold” → “Buy” upgrade
2017-02-13	B. Riley	“Outperform” → “Market Perform” downgrade
2017-01-10	Goldman Sachs	“Neutral” → “Sell” downgrade
2017-01-06	Atlantic Equities	“Neutral” → “Underweight” downgrade
2017-01-05	Morgan Stanley	“Equal Weight” → “Underweight” downgrade
2016-12-12	BMO Capital	“Market Perform” → “Outperform” upgrade
2016-12-01	Citigroup	“Neutral” → “Buy” upgrade
2016-11-17	William Blair	“Market Perform” → “Underperform” downgrade
2016-06-28	Bank of America	“Neutral” → “Buy” upgrade
2016-04-27	Argus	“Buy” → “Hold” downgrade
2015-12-03	Bank of America	“Buy” → “Neutral” downgrade
2015-07-09	Bank of America	“Neutral” → “Buy” upgrade
2015-04-27	B. Riley	“Market Perform” → “Outperform” upgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.