文章核心观点 - 旅行保险公司Travelers将于7月19日发布2023年第二季度财报 [2] - 分析师预计公司每股收益将从上年同期6美分大幅增长至1.98美元,收入将从102.32亿美元增长至113.4亿美元 [3] - 公司在2023年第一季度业绩有所下滑,每股核心收益4.69美元,低于4.90美元的预期,每股净收益4.80美元 [4] 行业分析 - 公司股价在上一交易日收于220.60美元 [4] - 多家分析师对公司股票评级和目标价格进行了调整 - TD Cowen将评级从买入下调至持有,目标价从252美元下调至230美元 [6] - 美银美林将评级维持在跑输大盘,目标价从214美元下调至202美元 [6] - 摩根大通将评级维持在低于大盘,目标价从220美元上调至242美元 [6] - 花旗将评级从中性下调至卖出,目标价从226美元下调至200美元 [6] - 布莱尔将评级从跑赢大盘下调至中性 [6]

The Travelers Companies, Inc. (TRV) is set to report second-quarter 2024 earnings on Jul 19. The company delivered an earnings surprise in one of the last reported quarters while missing in the other three.Factors to ConsiderBetter performances across all three segments are likely to aid Travelers’ second-quarter results.Better pricing, solid renewal rate change, strong retention and exposure growth are likely to have aided premiums in the to-be-reported quarter. The Zacks Consensus Estimate is currently pe ...

The Travelers Companies, Inc. (TRV) shares have gained 21.1% in a year, outperforming the industry’s increase of 19.9% and the Finance sector’s rise of 20.5% in the said time frame.Strong renewal rate change, solid retention, increase in new business supported by a compelling portfolio and solid capital position continue to drive this Zacks Rank #3 (Hold) insurer. Earnings of TRV, one of the leading writers of auto and homeowners’ insurance plus commercial U.S. property-casualty insurance, increased 8.8% in ...

The market expects Travelers (TRV) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on J ...

MANHATTAN, NEW YORK, UNITED STATES - 2021/05/12: Main entrance to the American International Group ... [+] (AIG) Headquarters building in Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)LightRocket via Getty ImagesAmerican International Group’s stock (NYSE: AIG) has gained around 9% YTD, while the S&P500 is up 15% over the same period. Notably, American International Group’s peer Travelers (NYSE: TRV) is also up 9% YTD. Overall, at its current price of $74 per share, AIG is trading 13% below ...

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yiel ...

The Travelers Companies, Inc. (TRV) is poised to gain from the strength of strong renewal rate change, retention and increase in new business supported by a compelling portfolio and solid capital position. These, along with solid growth projections, make the stock worth retaining.Travelers has an impressive VGM Score of B. This style score rates stocks on their combined weighted styles, helping to identify those with the most attractive value, best growth and momentum.TRV, one of the leading writers of auto ...

A month has gone by since the last earnings report for Travelers (TRV) . Shares have added about 4.2% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Travelers due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Travelers Misses Q1 Earnings Estimates, Raises Dividen ...

sefa ozel Travelers stock: 2023 headwinds are over The Travelers Companies (NYSE:TRV) has a pretty difficult 2023. As seen, both Q2 and Q3 2023 results missed consensus estimates by a large margin. This is largely due to the fact that weather-related natural disasters were well above historical averages. This has resulted in higher combined ratios for TRV (and many other insurance companies in the sector too). However, given its immense size and scale (BTW, it is the only insurance stock in the Dow-30 index ...

The Travelers Companies, Inc.’s (TRV) compelling portfolio, strong retention rates, positive renewal premium changes, solid returns from the non-fixed income portfolio and sufficient liquidity make the stock worth retaining in one’s portfolio.Optimistic Growth ProjectionsThe Zacks Consensus Estimate for Travelers’ 2024 earnings per share indicates a year-over-year increase of 35.6% from the consensus estimate of 2023. The consensus estimate for revenues is pegged at $46.33 billion, implying a year-over-year ...