Goldman Sachs analyst Robert Cox double upgraded Travelers (TRV) to Buy from Sell with a $278 price target Travelers is the best positioned among peers to beat 2025 expectations for a combination of commercial lines underlying profitability and net interest income, with an improving personal lines business “as the kicker,” the analyst tells investors in a research note. The firm believes Travelers is achieving strong pricing stemming from its above-average exposure to commercial auto/excess and umbrella and small commercial.
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