Stock AnalizTravelers Companies (TRV) earnings for the quarter ended September 2026: EPS beats estimates
Travelers Companies reported results for the quarter ended September 2026 on October 16, 2026. Adjusted earnings per share came in at $9.18 against the analysts’ average forecast of $7.43, a beat of 23.5%.
Revenue for the quarter was $11.10 billion.
The market’s verdict: the stock rose 0.4% on the first trading day after the report.
The last four quarters
Travelers Companies has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $9.18 | $7.43 | +23.5% | — | +0.4% |
| Jun 2026 | $10.04 | $5.39 | +86.1% | +0% | +9.1% |
| Mar 2026 | $7.71 | $7.08 | +8.9% | +1% | +0.5% |
| Dec 2025 | $11.13 | $8.80 | +26.4% | +4% | +3.3% |
What comes next
Analysts expect EPS of $9.92 for the next quarter on average and $36.80 for the fiscal year ending December 31, 2026.
The average analyst price target is $376.54, 7% below the current price of $403.23.
Valuation and score
Travelers Companies scores 3.4 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 10.6, and its intrinsic value under moderate assumptions is about 67% below the current market value. Full Travelers Companies analysis with 10 years of financials
Frequently asked questions
What was Travelers Companies’s EPS for the quarter ended September 2026?
$9.18 adjusted per share, against an analyst consensus of $7.43.
How much revenue did Travelers Companies report?
$11.10 billion.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.