Insurer Travelers Q3 net income up 50% driven by lower catastrophe losses

The Travelers Companies

16/10/2025 12:07

Overview

Travelers Q3 core EPS of $8.14

Net income for Q3 rises 50% to $1.888 bln, driven by lower catastrophe losses

Combined ratio improves to 87.3% from 93.2% due to lower catastrophe losses

Outlook

Company did not provide specific guidance for future quarters or full year in its press release

Result Drivers

LOWER CATASTROPHE LOSSES - Co attributes higher core income to reduced catastrophe losses compared to prior year

UNDERWRITING IMPROVEMENTS - Underlying combined ratio improved to 83.9%, reflecting strong underwriting results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
$12.47 bln
Q3 Core EPS
$8.14
Q3 EPS
$8.24
Q3 Net Income
$1.88 bln
Q3 Combined Ratio
87.30%
Q3 Dividend
$1.10
Q3 Underlying Combined Ratio
83.90%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 9 "strong buy" or "buy", 15 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the property & casualty insurance peer group is "buy."

Wall Street's median 12-month price target for Travelers Companies Inc is $298.50, about 9.7% above its October 15 closing price of $269.45

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nBw9l2JyBa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)