Mizuho raises target for Travelers Companies stock to USD 348.00
Published on 10/01/2026 at 11:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Travelers Companies (ISIN US89417E1091) was trading at EUR 313.15 at Lang & Schwarz on October 1, 2026 at 11:06 a.m. CEST, with the reference price down minus 0.54 percent versus EUR 314.85. On September 16, 2026, Mizuho raised its Travelers price target from USD 343.00 to USD 348.00 while maintaining a neutral rating, according to MarketBeat. The target revision puts valuation and earnings durability at the center of the stock discussion.
Target rises as earnings reset expectations
The second-quarter report supplied a strong numerical foundation for the target change. Travelers reported USD 12.15 billion in revenue and USD 10.04 in diluted earnings per share for the second quarter of 2026, compared with consensus revenue of USD 11.26 billion and consensus earnings per share of USD 5.41, according to MarketBeat.
The earnings comparison is especially important because the reported diluted earnings per share exceeded consensus by USD 4.63. Revenue also exceeded the consensus figure by USD 0.89 billion, giving the insurer a measurable buffer ahead of its next report.
October 16 results date sets next test
Travelers is scheduled to release third-quarter 2026 results before the market opens on October 16, 2026, followed by a conference call at 9:00 a.m. ET, according to MarketScreener. Barchart reported a consensus diluted earnings-per-share estimate of USD 6.77 for that quarter, down 16.80 percent from USD 8.14 in the year-ago quarter, setting a demanding comparison for the upcoming release.
The company operates across commercial and personal property and casualty insurance, with products sold primarily through independent agents and brokers. Its investor-relations page identifies Travelers as a NYSE-listed insurer and a component of the Dow Jones Industrial Average, while reporting 2025 revenue of USD 49 billion, according to Travelers.
Stock valuation meets a lower price
As of September 30, 2026, the company had a market capitalization of USD 74.4 billion. Its 52-week range was USD 252.26 to USD 398.70, placing the Lang & Schwarz euro quote below the upper end of the stock's primary-market range without combining currencies.
On the NYSE, TRV was last quoted at USD 356.51 on September 30, 2026 at 4:00 p.m. EDT. The next earnings date gives investors a defined checkpoint for testing whether the second-quarter earnings advantage can carry into the USD 6.77 consensus estimate for the third quarter. The further course of trading is shown by the continuously updated real-time quote of Travelers Companies stock.
Travelers Companies stock facts
- Company: The Travelers Companies, Inc.
- ISIN: US89417E1091
- Ticker: TRV
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 1, 2026, 11:06 a.m. CEST): EUR 313.15
- Change versus prior close: minus 0.54 percent
- Prior close Lang & Schwarz (September 30, 2026): EUR 314.85
- Market capitalization: USD 74.4 billion (as of September 30, 2026)
- 52-week range: USD 252.26-398.70 (as of September 30, 2026)
- Sector / Industry: Financial Services / Property and Casualty Insurance
- Index membership: Dow Jones Industrial Average
- Next earnings date: October 16, 2026
