Consensus EPS · Q3 2026
$6.81
Consensus revenue · Q3 2026
$11B
Analysts
17
Expected report
Oct 15, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 17 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $11B | $11B | $11.1B |
| EPS | $6.03 | $6.81 | $7.41 |
| EBITDA | $2.4B | $2.5B | $2.5B |
| EBIT | $2.4B | $2.4B | $2.5B |
| Net income | $1.3B | $1.4B | $1.6B |
- Revenue$11B
- EPS$6.81
- EBITDA$2.5B
- EBIT$2.4B
- Net income$1.4B
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | $11.5B | $11.3B | +2.4% | $10.04 | $5.41 | +85.7% |
| Q1 2026 | $10.3B | $10.7B | -3.5% | $7.71 | $7.07 | +9.1% |
- Q2 2026+2.4%+85.7%
- Q1 2026-3.5%+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 9 analysts.
- Low
- $290.00
- Consensus
- $351.11
- Median
- $340.00
- High
- $430.00
- Current
- $387.26
- Upside
- -9.3%
Upside calculated vs most recent trading price of $387.26.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Hold — based on 44 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 | Roth Capital | maintain | Buy | Buy |
| Jul 21, 2026 | Morgan Stanley | maintain | Underweight | Underweight |
| Jul 21, 2026 | BMO Capital | downgrade | Outperform | Market Perform |
| Jul 21, 2026 | Barclays | maintain | Underweight | Underweight |
| Jul 20, 2026 | Truist Securities | maintain | Buy | Buy |
| Jul 20, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Jul 20, 2026 | Citigroup | maintain | Neutral | Neutral |
| Jul 20, 2026 | B of A Securities | maintain | Underperform | Underperform |
| Jul 15, 2026 | Piper Sandler | maintain | Overweight | Overweight |
| Jul 15, 2026 | Morgan Stanley | downgrade | Equal Weight | Underweight |
- Jul 21, 2026Roth CapitalBuy
- Jul 21, 2026Morgan StanleyUnderweight
- Jul 21, 2026BMO CapitalMarket Perform
- Jul 21, 2026BarclaysUnderweight
- Jul 20, 2026Truist SecuritiesBuy
- Jul 20, 2026Evercore ISI GroupIn Line
- Jul 20, 2026CitigroupNeutral
- Jul 20, 2026B of A SecuritiesUnderperform
- Jul 15, 2026Piper SandlerOverweight
- Jul 15, 2026Morgan StanleyUnderweight
Frequently asked questions
Travelers Companies (TRV) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks7.71% TTM
- Dividend Profile1.17% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History3 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.