Travelers Companies stock rose 0.5% amid mixed developments. The company reported strong fourth-quarter 2025 earnings, beating analyst estimates with core income of $11.13 per share and revenue of $12.43 billion, driven by higher net investment income, lower catastrophe losses, and improved underwriting gains. The company announced a $5.0 billion share buyback program and a $1.10 quarterly dividend. Keefe, Bruyette & Woods maintained an Outperform rating and raised its price target to $340. The stock has risen 7.7% since the last earnings report. However, the company faced legal setbacks, including an Ohio appellate court ruling against Travelers in a $6 million asbestos coverage dispute and a Delaware court upholding a $25.5 million coverage dispute ruling. Citigroup reduced its stake by 4.8% during the third quarter.
Read full analysisTravelers Companies stock rose 0.5% amid mixed developments. The company reported strong fourth-quarter 2025 earnings, beating analyst estimates with core income of $11.13 per share and revenue of $12.43 billion, driven by higher net investment income, lower catastrophe losses, and improved underwriting gains. The company announced a $5.0 billion share buyback program and a $1.10 quarterly dividend. Keefe, Bruyette & Woods maintained an Outperform rating and raised its price target to $340. The stock has risen 7.7% since the last earnings report. However, the company faced legal setbacks, including an Ohio appellate court ruling against Travelers in a $6 million asbestos coverage dispute and a Delaware court upholding a $25.5 million coverage dispute ruling. Citigroup reduced its stake by 4.8% during the third quarter.
Travelers is one of the largest U.S. property and casualty insurers, offering commercial and personal insurance products including auto, home, and business coverage. The company recently reported blowout Q4 2025 results with EPS of $11.13 — 26% above consensus — and announced a $5 billion share buyback program. Its defensive characteristics within the financial sector may explain its resilience during today's broad financials selloff.