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Travelers Companies (TRV) stock forecast and fair value

Travelers Companies (TRV) trades at $395.20. 24 analysts' median price target is $379.50 (-4%), from $262.00 to $460.00. Across 16 valuation methods the middle fair value is $398.33 (+0.8%).

Price$395.20
Median target$379.50
Fair value, middle$398.33
EPS beat rate100%
Travelers Companies fair value by method (price $395.20)Travelers Companies fair value by method (price $395.20)low – highpoint estimateP/E vs peers$431.89P/E vs peers, weighted$479.83P/E vs peers, matched$464.92Residual income$274.06P/B vs ROE (insurer peers)$399.83Analysts' price targets$376.54Our model (Rotation forecast)$373.38Shareholder yield (dividends + buyb…$398.33Justified P/B (Gordon growth)$1,011.57Dividend discount (Gordon)$143.60

Fair value by method

MethodLowPointHighvs price
P/E vs peers$296.03$431.89$519.85+9%
P/E vs peers, weighted$385.31$479.83$541.41+21%
P/E vs peers, matched$342.43$464.92$506.94+18%
Residual income$263.64$274.06$285.10-31%
P/B vs ROE (insurer peers)$201.61$399.83$598.05+1%
Analysts' price targets$262.00$376.54$460.00-5%
Our model (Rotation forecast)$332.88$373.38$418.80-6%
Shareholder yield (dividends + buybacks)$330.44$398.33$501.35+0.8%
Justified P/B (Gordon growth)$779.91$1,011.57$1,439.00+156%
Dividend discount (Gordon)$110.72$143.60$204.28-64%

Travelers Companies' latest quarter

Travelers Companies, Q3 2026: revenue $12.4B (-0.5% year over year), operating margin 19.1%, net earnings $1.9B, operating cash flow $3.9B. The chart follows the revenue to costs, profit and cash.

Questions

What is the price target for TRV stock?

The median of 24 analysts' 12-month targets is $379.50, -4% from $395.20; the range is $262.00 to $460.00. The average rating is hold.

What is Travelers Companies' fair value?

The fair-value methods on Filing Flows (DCF, Monte Carlo, peer multiples and others) put it between $133.73 and $1,011.57, with a middle value of $398.33 against a price of $395.20. Each method's assumptions are on the page.

Does Travelers Companies usually beat earnings estimates?

It beat the consensus EPS estimate in 100% of the quarters on record.

Is TRV stock a buy?

Filing Flows does not give advice. It shows what analysts expect, what each valuation method implies and the figures behind them, read from SEC filings, so you can judge for yourself.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.