77/100BTravelers Companies (The) stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Travelers Companies (The) is 356.18, 12.1% below the current price of 405.07. Their targets range from 290.00 to 430.00.
Of the 18 firms that rated Travelers Companies (The) in the past 12 months, 5 rate it buy or strong buy, 9 hold and 4 sell or strong sell (each firm at its latest rating): a Hold consensus.
Analysts' 1-year price targets range from 290.00 to 430.00, with an average of 356.18.
| Buy | 5 | |
| Hold | 9 | |
| Sell | 4 |
12-month price target
| Highest target | 430.00 |
| Average target | 356.18 |
| Lowest target | 290.00 |
| Current price | 405.07 |
Travelers Companies (The) price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Travelers Companies (The) price target and rating?
How analysts rate Travelers Companies (The), month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
5 of 18 firms rate it buy now, against 5 of 12 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Travelers Companies (The) analyst upgrades, downgrades and price targets
The latest rating change came on 21 July 2026, when BMO Capital downgraded Travelers Companies (The) from Outperform to Market Perform. Its price target is 379.00, from 314.00. The most recent new target came from BMO Capital on 20 October 2026: 388.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 20 Oct 2026 | BMO Capital | Reiterated · Market Perform | 379.00 → 388.00 | +2.4% | 392.92 |
| 20 Oct 2026 | Mizuho Securities Yaron Kinar | Reiterated · Neutral | 317.00 → 371.00 | +17.0% | 385.45 |
| 7 Oct 2026 | Cantor Fitzgerald | Reiterated · Overweight | 378.00 | — | 360.64 |
| 21 Jul 2026 | BMO Capital | Downgraded · Outperform → Market Perform | 314.00 → 379.00 | +20.7% | 368.50 |
| 20 Jul 2026 | Goldman Sachs Alex Scott | — | 304.00 → 350.00 | +15.1% | 368.66 |
| 20 Jul 2026 | Truist Financial Mark Hughes | Reiterated · Buy | 395.00 → 425.00 | +7.6% | 366.87 |
| 20 Jul 2026 | Raymond James Gregory Peters | — | 307.00 → 430.00 | +40.1% | 368.98 |
| 20 Jul 2026 | Raymond James | — | 307.00 | — | 368.98 |
| 15 Jul 2026 | Morgan Stanley | Downgraded · Equal Weight → Underweight | 290.00 | — | 336.83 |
| 13 Jul 2026 | Piper Sandler Paul Newsome | — | 340.00 | — | 339.42 |
| 13 Jul 2026 | TD Cowen | Downgraded · Hold → Sell | — | — | — |
| 10 Jul 2026 | Truist Financial Mark Hughes | — | 395.00 | — | 337.48 |
| 10 Jul 2026 | Evercore ISI | Downgraded · Outperform → In Line | 317.00 → 329.00 | +3.8% | 337.48 |
| 8 Jul 2026 | Keefe, Bruyette & Woods | Downgraded · Outperform → Market Perform | — | — | — |
| 12 Jun 2026 | Barclays Alex Scott | Downgraded · Equal Weight → Underweight | 313.00 → 295.00 | -5.8% | 303.90 |
| 26 May 2026 | Seaport Global | — | 322.00 | — | 306.46 |
| 26 May 2026 | JP Morgan | Upgraded · Underweight → Neutral | — | — | — |
| 20 Apr 2026 | BMO Capital | Reiterated · Outperform | 314.00 | — | 305.76 |
| 7 Jan 2026 | Goldman Sachs Robert Cox | — | 304.00 | — | 283.19 |
| 7 Jan 2026 | Evercore ISI | Reiterated · Outperform | 317.00 | — | 284.98 |
| 15 Dec 2025 | Mizuho Securities Yaron Kinar | — | 317.00 | — | 290.64 |
Travelers Companies (The) EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect Travelers Companies (The)'s EPS to grow 5.0% a year until 2028, slower than over the last 5 years (21.1% a year) and the last 3 years (32.6%).
Analysts expect Travelers Companies (The)'s revenue to fall 2.0% a year until 2028. Over the last 5 years it grew 8.8% a year, and over the last 3 years it grew 9.8%.
Revenue
EPS
Does Travelers Companies (The) beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 45.6% off the result, either way, and their revenue estimate 5.8%, over the last 12 quarters.
- EPS beats
- 82 / 136
- Revenue beats
- 91 / 120
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +44.9%
- Since
- January 1993
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 16 Oct 2026 | 7.39 | 9.18 | +24.2% | 11.36B | 12.41B | +9.2% |
| Q2 FY2026 | 17 Jul 2026 | 5.41 | 10.04 | +85.6% | 11.26B | 11.53B | +2.4% |
| Q1 FY2026 | 16 Apr 2026 | 7.07 | 7.71 | +9.1% | 10.72B | 10.34B | -3.5% |
| Q4 FY2025 | 21 Jan 2026 | 8.80 | 11.13 | +26.5% | 11.12B | 10.86B | -2.4% |
| Q3 FY2025 | 16 Oct 2025 | 6.39 | 8.14 | +27.4% | 11.69B | 12.47B | +6.7% |
| Q2 FY2025 | 17 Jul 2025 | 3.65 | 6.51 | +78.4% | 11.62B | 12.12B | +4.3% |
| Q1 FY2025 | 16 Apr 2025 | 0.79 | 1.91 | +143.3% | 10.84B | 11.81B | +8.9% |
| Q4 FY2024 | 22 Jan 2025 | 6.70 | 9.15 | +36.6% | 10.75B | 12.01B | +11.8% |
| Q3 FY2024 | 17 Oct 2024 | 3.55 | 5.24 | +47.6% | 11.44B | 11.90B | +4.1% |
| Q2 FY2024 | 19 Jul 2024 | 1.98 | 2.51 | +26.8% | 11.35B | 11.28B | -0.5% |
| Q1 FY2024 | 17 Apr 2024 | 4.90 | 4.69 | -4.3% | 10.57B | 11.23B | +6.3% |
| Q4 FY2023 | 19 Jan 2024 | 5.09 | 7.01 | +37.7% | 9.99B | 10.93B | +9.4% |
Travelers Companies (The) stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Travelers Companies (The)'s earnings keep growing at the 4.6% a year analysts expect to FY2028, it would earn about 34.72 a share in FY2030. At the P/E it has traded at over the last five years (10.4 to 15.7) that is 361.77 to 546.62 a share, or 423.11 at its average P/E of 12.2. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 36.64 | 381.78 | 446.52 | 576.85 |
| FY2027 | 31.02 | 323.14 | 377.93 | 488.25 |
| FY2028 | 31.72 | 330.46 | 386.49 | 499.30 |
| FY2029 (extrapolated) | 33.19 | 345.76 | 404.39 | 522.42 |
| FY2030 (extrapolated) | 34.72 | 361.77 | 423.11 | 546.62 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 4.6% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (10.4, 12.2, 15.7).
Is Travelers Companies (The) stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
Travelers Companies (The)'s P/E of 10.5 is below the middle of its 5-year range (8.5 to 14.8, median 11.1). Analysts expect slower growth than in recent years, so the low P/E may be deserved. Buyers pay more for each point of growth than usual: a PEG of 2.1 on expected growth against 0.5 on its median P/E and past five years' growth. At the median P/E of its peers (12.0 × EPS of 38.74), Travelers Companies (The)'s fair value is 465.40; the price, 405.07, is 13.0% below it. Its forward P/E, on the consensus for FY2026, is 11.1.
Fair value on the peers is the median P/E of the US companies of its industry closest in size times its earnings per share of the last twelve months; the ends of the bar are the same earnings at the lowest and highest peer P/E (6.6 and 16.1). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 10.46
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 11.12
- Five-year P/E range
- 8.5 – 14.8
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 11.05
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 2.26
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- -12.1%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 235.690 | 464.49205Price 235.69627 | +97.1% | |
| 28.860 | 56.2634Price 28.8696 | +94.9% | |
| 199.110 | 384.58163Price 199.112,644 | +93.1% | |
| 123.990 | 237.24178Price 123.99297 | +91.3% | |
| 157.820 | 297.58169Price 157.82471 | +88.6% | |
| 162.670 | 305.52160Price 162.67396 | +87.8% | |
| 216.610 | 405.38304Price 216.61507 | +87.1% |
Furthest below the fair value on each stock's page, updated every day.