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分析師David Motemaden維持$旅行者財產險集團 (TRV.US)$買入評級，並將目標價從236美元上調至277美元。
根據TipRanks數據顯示，該分析師近一年總勝率為75.0%，總平均回報率為13.3%。
此外，綜合報道，$旅行者財產險集團 (TRV.US)$近期主要分析師觀點如下：
旅行者第三季度的每股收益超出預期，這主要是由於房主利潤率提高以及去年虧損準備金的發展比預期更有利。受第三季度股票市場強勁的影響，對第四季度每股收益的預期現在有所提高，這促使對另類收益的預測增加。但是，對2025年和2026年每股收益估計值的調整被認爲微不足道，與修訂後的估值預期相比，增長潛力有限。
該公司第三季度的收益超出預期，其特點是多個部門的潛在合併比率大幅提高。即使考慮到石棉儲備的增加，Travelers's Business Insurance也表現出強勁的第三季度業績，儘管颶風海倫的影響導致災難損失增加，但米爾頓的損失微乎其微，這反映了該公司在佛羅里達州的房地產敞口相對減少。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
