BofA Lowers Travelers Companies Stock Target Ahead of Earnings

Bank of America (BofA) lowered its target price for The Travelers Companies (ISIN US89417E1091) from USD 307 to USD 301 on October 1, 2026, as reported by Yahoo Finance. This adjustment places the new analyst target below the stock's latest market price, adding a layer of uncertainty as the company prepares for its next earnings report.

The second quarter of 2026 showed significant earnings growth for Travelers. The company reported revenue of USD 12.15 billion and net profit of USD 2.21 billion, compared to USD 12.12 billion and USD 1.51 billion in the same period of 2025. Adjusted earnings per share reached USD 10.04, surpassing the consensus estimate of USD 5.41 by a notable USD 4.63. Revenue also exceeded expectations, reaching USD 12.15 billion against a forecast of USD 11.26 billion, according to MarketBeat.

Travelers will release its third-quarter 2026 results on October 16, 2026, at 9:00 a.m. ET. The upcoming report will be closely watched to determine if the strong earnings performance from the second quarter can be sustained. The company operates in three main segments: Business Insurance, Bond and Specialty Insurance, and Personal Insurance, with 2025 revenue totaling nearly USD 49 billion. Travelers is also a component of the Dow Jones Industrial Average.

As of October 5, 2026, Travelers' stock (TRV) was trading at USD 360.70 on the NYSE, within a 52-week range of USD 252.26 to USD 398.70. The stock's current price is 9.53 percent below its 52-week high, despite remaining above BofA's latest target of USD 301. On October 6, 2026, the stock was trading at EUR 323.30 on Lang & Schwarz, up 1.09 percent from the prior close of EUR 319.80.