Education
About Us
Working with TipRanks
Follow Us
Travelers Companies Inc (CH:TRV)
:TRV
Earnings Data
Report Date
Jul 17, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.81Last Year’s EPS
2.08Same Quarter Last Year
Based on 16 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Apr 16, 2025
|% Change Since: 0.00%
|Next Earnings Date:Jul 17, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with strong underlying financial performance and strategic progress overshadowed by significant catastrophe losses and challenges in the personal insurance segment. Despite these challenges, the company showed resilience with strong investment income and shareholder returns.Company Guidance
In the first quarter of 2025, The Travelers Companies, Inc. reported core income of $443 million, or $1.91 per diluted share, despite significant catastrophe losses from the California wildfires. The company achieved a core return on equity of 14.5%, driven by strong underlying underwriting income of $1.6 billion, a consolidated underlying combined ratio of 84.8%, and net earned premiums of $10.7 billion. The underlying combined ratios in business insurance, bond and specialty, and personal insurance segments improved to 88.2%, 87.3%, and 79.9%, respectively. Catastrophe losses were $1.7 billion pretax, while after-tax net investment income rose 9% to $763 million, supported by a high-quality investment portfolio. Travelers returned nearly $600 million to shareholders, including $358 million in share repurchases, and declared a 5% increase in its quarterly dividend, marking 21 consecutive years of dividend growth. Net written premiums grew to $10.5 billion, with business insurance premiums at $5.7 billion, bond and specialty insurance at $1 billion, and personal insurance at $3.8 billion. Despite economic uncertainties, the company remains well-positioned with a strong balance sheet and strategic investments.Strong Core Income and Investment Performance
The company reported substantial core income of $443 million or $1.91 per diluted share, driven by outstanding underlying results, strong net favorable prior year reserve development, and higher investment income. Underlying underwriting income was $1.6 billion pretax, up more than 30% from the prior year quarter.
Improved Combined Ratios Across Segments
The consolidated underlying combined ratio improved by 2.9 points to 84.8%. Business insurance improved to an excellent 88.2%, bond and specialty business to 87.3%, and personal insurance improved by six points to 79.9%.
Record Net Earned Premiums and Shareholder Returns
Net earned premiums were $10.7 billion, with $600 million returned to shareholders, including $358 million in share repurchases. Adjusted book value per share increased by 11% compared to a year ago.
Dividend Increase
The Board of Directors declared a 5% increase in the quarterly cash dividend to $1.10 per share, marking 21 consecutive years of dividend increases.
Positive Net Investment Income
After-tax net investment income of $763 million was driven by strong returns from the fixed income and alternative investment portfolios, with expectations for growth in subsequent quarters.
---
CH:TRV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
CH:TRV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 16, 2025 | CHF113.00 | CHF113.00 | 0.00% |
| Jan 22, 2025 | CHF113.00 | CHF113.00 | 0.00% |
| Oct 17, 2024 | CHF113.00 | CHF113.00 | 0.00% |
| Jul 19, 2024 | CHF113.00 | CHF113.00 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Travelers Companies Inc (CH:TRV) report earnings?
Travelers Companies Inc (CH:TRV) is schdueled to report earning on Jul 17, 2025, TBA Not Confirmed.
What is Travelers Companies Inc (CH:TRV) earnings time?
Travelers Companies Inc (CH:TRV) earnings time is at Jul 17, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Travelers Companies Inc stock?
The P/E ratio of Travelers Companies is N/A.
What is CH:TRV EPS forecast?
CH:TRV EPS forecast for the fiscal quarter 2025 (Q2) is 2.81.
---
