Consensus EPS · Q2 2026
$5.33
Consensus revenue · Q2 2026
$11B
Analysts
18
Expected report
Jul 17, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 18 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $10.8B | $11B | $11.1B |
| EPS | $4.17 | $5.33 | $7.37 |
| EBITDA | $2.4B | $2.4B | $2.5B |
| EBIT | $2.4B | $2.4B | $2.5B |
| Net income | $946.9M | $1.2B | $1.6B |
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $10.3B | $10.7B | −3.5% | $7.71 | $7.07 | +9.1% |
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 2 analysts.
| Low | Consensus | Median | High | Current | Upside |
|---|---|---|---|---|---|
| $295.00 | $331.00 | $322.00 | $395.00 | $336.83 | -1.7% |
Upside calculated vs most recent trading price of $336.83.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Hold — based on 43 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 13, 2026 | TD Cowen | downgrade | Hold | Sell |
| Jul 10, 2026 | Evercore ISI Group | downgrade | Outperform | In Line |
| Jul 9, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Jul 9, 2026 | Mizuho | maintain | Neutral | Neutral |
| Jul 9, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Jul 8, 2026 | UBS | maintain | Neutral | Neutral |
| Jul 8, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Jul 8, 2026 | Keefe, Bruyette & Woods | downgrade | Outperform | Market Perform |
| Jul 6, 2026 | Raymond James | maintain | Strong Buy | Strong Buy |
| Jul 6, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
Frequently asked questions
Travelers Companies (TRV) Key Financials
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