Travelers Companies (TRV)

Currency in USD
301.16
+1.57(+0.52%)
Real-time Data·

Travelers (TRV) Earnings Dates & Reports

Latest Release
Jan 21, 2026
EPS / Forecast
11.13 / 8.74
Revenue / Forecast
12.43B / 11.04B
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
03/2026--/6.97--/10.75B----Free Sign Up
12/202511.13/8.7412.43B/11.04B+27.35%+12.59%Free Sign Up
09/20258.14/6.1511.47B/11.75B+32.36%-2.38%Free Sign Up
06/20256.51/3.6011.54B/11.62B+80.83%-0.69%Free Sign Up
03/20251.91/0.81010.52B/10.94B+135.8%-3.84%Free Sign Up
12/20249.15/6.5612.01B/10.84B+39.48%+10.79%Free Sign Up
09/20245.24/3.6611.90B/11.46B+43.17%+3.84%Free Sign Up
06/20242.29/2.2511.28B/11.35B+1.78%-0.62%Free Sign Up
03/20244.69/4.8710.13B/10.62B-3.7%-4.61%Free Sign Up
12/20237.01/5.0310.93B/10.18B+39.36%+7.37%Free Sign Up

All numbers in USD

Travelers Companies Earnings Call Summary for Q4/2025

  • Travelers Q4 2025 earnings surpassed expectations with EPS of $11.13 (27.35% above forecast) and revenue of $12.43 billion, driving a 26% year-over-year increase in core income to $2.5 billion.
  • The company returned $1.9 billion to shareholders in Q4, including $1.7 billion in share repurchases, while achieving a core return on equity of 29.6% for the quarter and 19.4% for the full year.
  • Travelers' investment in AI technology continues to drive operational efficiencies across its Business Insurance, Bond & Specialty, and Personal Insurance segments, with underwriting income up 21%.
  • For 2026, management forecasts an expense ratio of approximately 28.5% and expects about $3.3 billion in after-tax fixed income investment income, while noting a higher-than-average catastrophe loss plan.
  • CEO Alan Schnitzer emphasized the company is in 'early stages of transformation' with benefits expected to continue building, while CFO Dan Frey stated they're 'not looking to hoard capital' but maintain appropriate levels.
Last Updated: 01/21/2026, 10:32 AM
Read Full Transcript
Travelers investor slides for Q4/2025
Travelers Q4 2025 presentation
Last Update: Jan 21, 2026
See full investor slides

FAQ

What Is Travelers's Earnings Per Share (TTM)?

The Travelers EPS (TTM) is 27.84.

When Is The Next Travelers Earnings Date?

Travelers will release its next earnings report on Apr 16, 2026.

What Is Travelers’s Revenue Forecasts For Upcoming Quarters?

Travelers’s revenue forecast is 10.75B.

How Did Travelers React to the Company's Latest Earnings Report?

Travelers reported a +27.35% EPS surprise and a +12.59% revenue surprise, comparing the latest report against analyst forecasts. The stock price changed by 3.29%, reflecting the market's response to the earnings results.
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