Evercore analyst David Motemaden maintains $The Travelers Companies (TRV.US)$ with a buy rating, and adjusts the target price from $236 to $277.
According to TipRanks data, the analyst has a success rate of 75.0% and a total average return of 13.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $The Travelers Companies (TRV.US)$'s main analysts recently are as follows:
Travelers's Q3 earnings per share surpassed forecasts, primarily due to enhanced homeowners' margins and a more favorable development of prior-year loss reserves than anticipated. Expectations for Q4 earnings per share are now higher, influenced by the robust equity market in Q3, contributing to an increased projection for alternative income. However, the adjustments to the 2025 and 2026 earnings per share estimates are considered insubstantial, with the perception of limited growth potential relative to the revised valuation expectations.
The company's third-quarter earnings surpassed expectations, marked by substantial underlying combined ratio enhancement across multiple units. Travelers's Business Insurance demonstrated robust third-quarter performance, even considering an asbestos reserve increase, and despite heightened catastrophe losses due to Hurricane Helene's impact, losses from Milton were slight, reflecting the company's comparatively reduced property exposure in Florida.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析师David Motemaden维持$旅行者财产险集团 (TRV.US)$买入评级，并将目标价从236美元上调至277美元。
根据TipRanks数据显示，该分析师近一年总胜率为75.0%，总平均回报率为13.3%。
此外，综合报道，$旅行者财产险集团 (TRV.US)$近期主要分析师观点如下：
旅行者第三季度的每股收益超出预期，这主要是由于房主利润率提高以及去年亏损准备金的发展比预期更有利。受第三季度股票市场强劲的影响，对第四季度每股收益的预期现在有所提高，这促使对另类收益的预测增加。但是，对2025年和2026年每股收益估计值的调整被认为微不足道，与修订后的估值预期相比，增长潜力有限。
该公司第三季度的收益超出预期，其特点是多个部门的潜在合并比率大幅提高。即使考虑到石棉储备的增加，Travelers's Business Insurance也表现出强劲的第三季度业绩，尽管飓风海伦的影响导致灾难损失增加，但米尔顿的损失微乎其微，这反映了该公司在佛罗里达州的房地产敞口相对减少。
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