With a market cap of $62 billion, The Travelers Companies, Inc. (TRV) provides a range of commercial and personal property and casualty insurance products and services to businesses, government units, associations, and individuals in the United States and internationally. Founded in 1853, the New York-based company operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.

Shares of the insurance provider have outperformed the broader market over the past year and in 2025. TRV stock has surged 25% over the past 52 weeks and 14% on a YTD basis. In comparison, the S&P 500 Index ($SPX) has returned 12.5% over the past year and 1.4% in 2025.

Narrowing the focus, TRV has also surpassed the iShares U.S. Insurance ETF’s (IAK) 16.8% rally over the past 52 weeks and its 8.8% surge this year.

TRV shares surged 1.1% following the release of its Q1 earnings on Apr. 16. The company reported a 5% year-over-year increase for its revenue, which came in at $11.8 billion. Moreover, its adjusted earnings amounted to $1.91 for the quarter and surpassed the consensus estimates by a whopping 198.4%.

For the current year ending in December, analysts expect TRV’s EPS to decrease 14.8% year over year to $18.39. Moreover, the company has surpassed analysts’ consensus estimates in each of the past four quarters, which is impressive.

Among the 25 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on nine “Strong Buy” ratings, one “Moderate Buy,” 13 “Holds,” one “Moderate Sell,” and one “Strong Sell.”

On May 19, Morgan Stanley (MS) analyst Michael Phillips maintained an "Equal-Weight" rating for Travelers Companies and raised the price target from $245 to $269.

TRV’s mean price target of $281.45 indicates a premium of 2.5% from the current market prices. Its Street-high target of $310 suggests a robust 12.9% upside potential from current price levels.