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Effective November 4, 2026, The Travelers Companies, Inc. increased its board from nine to ten directors and elected Lesley Goldwasser, appointing her to the Compensation, Investment and Capital Markets and Nominating and Governance Committees.
Travelers reported third quarter 2026 net income of $1.92 billion ($9.04 diluted EPS) and a combined ratio of 86.8%. First nine months of 2026 net income was $5.84 billion ($27.05 diluted EPS), with catastrophe losses of $1.82 billion.
The Travelers Companies reported third quarter 2026 net income of $1.917 billion ($9.04 per diluted share) and core income of $1.947 billion ($9.18), with an 86.8% combined ratio. The company returned $1.769 billion to shareholders.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Travelers reported excellent Q3 results with a combined ratio of 86.8%, underlying combined ratio of 84.1% (ninth consecutive quarter below 86%), and a record $908M after-tax net investment income, while raising the 2027 net investment income outlook to more than $3.6 billion. Capital returns were strong at $1.8 billion in the quarter including $1.5 billion of share repurchases, and adjusted book value per share rose 15% year-over-year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted book value per share non-GAAP | $172.47 | At September 30, 2026 | — |
| Average price per share for repurchases | $376 | Three Months Ended September 30, 2026 | — |
| Capacity remaining under share repurchase authorizations | $2.42B | At September 30, 2026 | — |
| Catastrophe losses | $157M | third quarter of 2026 filing | — |
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| Catastrophes net of reinsurance (Business Insurance combined ratio impact) | 2.7% | Three Months Ended September 30, 2026 | — |
| Catastrophes, net of reinsurance | 4.8% | 3Q2026 | — |
| Combined ratio (Bond & Specialty Insurance) | 81% | Nine Months Ended September 30, 2026 | — |
| Combined ratio (Business Insurance) | 90.5% | Nine Months Ended September 30, 2026 | — |
| Common shares outstanding | 204.9M | As of September 30,2026 | — |
| Debt-to-capital ratio | 25.3% | At September 30, 2026 | — |
| Debt-to-capital ratio excluding after-tax net unrealized investment losses non-GAAP | 21.7% | At September 30, 2026 | — |
| Gross written premiums | $12.06B | 3Q2026 | — |
| Loss and loss adjustment expense ratio (Bond & Specialty Insurance) | 38.2% | third quarter of 2026 filing | — |
| Net earned premiums | $11.1B | 3Q2026 | — |
| Net favorable prior year reserve development | $41M | third quarter of 2026 filing | — |
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| Pre-tax underlying underwriting income non-GAAP | $4.94B | Nine Months Ended September 30, 2026 | — |
| Regular quarterly dividend per share | $1.25 | Q3 FY2026 | — |
| Reserves for losses and loss adjustment expenses | $60.32B | 3Q2026 | — |
| Share repurchases | 4M | Three Months Ended September 30, 2026 | — |
| Statutory capital and surplus | $31.6B | 3Q2026 | — |
| Tangible book value per share, excluding net unrealized investment losses, net of tax, included non-GAAP | $151.31 | As of September 30,2026 | — |
| Underlying combined ratio non-GAAP | 84.5% | Nine Months Ended September 30, 2026 | — |
| Underlying combined ratio (Bond & Specialty Insurance) non-GAAP | 88% | Nine Months Ended September 30, 2026 | — |
| Underlying combined ratio (Business Insurance) non-GAAP | 89% | Nine Months Ended September 30, 2026 | — |
| Underlying combined ratio (Personal Insurance) non-GAAP | 77.4% | Nine Months Ended September 30, 2026 | — |
| Underlying underwriting income non-GAAP | $3.94B | Nine Months Ended September 30, 2026 | — |
| Underwriting expense ratio (Bond & Specialty Insurance) | 39.1% | third quarter of 2026 filing | — |
| Underwriting expense ratio (Business Insurance) | 29.7% | the three months ended September 30, 2026 filing | — |
| Average after-tax yield | 3.3% | three months ended June 30, 2026 filing | — |
| Average pre-tax yield | 4% | three months ended June 30, 2026 filing | — |
| Business Insurance catastrophe losses | $238M | the second quarter of 2026 filing | — |
| Business Insurance combined ratio | 86.8% | Three Months Ended June 30, 2026 filing | — |
| Business Insurance net favorable prior year reserve development | $319M | the second quarter of 2026 filing | — |
| Catastrophe losses (combined ratio impact) | 4.9% | the second quarter of 2026 filing | — |
| Loss and loss adjustment expense ratio | 54.6% | three months ended June 30, 2026 filing | — |
| Net favorable prior year reserve development (combined ratio benefit) | 5.4% | the second quarter of 2026 filing | — |
| Total gross written premiums | $12.21B | Three Months Ended June 30, 2026 filing | — |
| Total net written premiums | $11.53B | Three Months Ended June 30, 2026 filing | — |
| Underwriting expense ratio | 29% | three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TRV
this stock
Travelers Companies, Inc.
|
$82.64B | +39.0% | +5.2% | 10.6 | 2.2% |
|
CB
Chubb Ltd
|
$143.56B | +20.4% | +6.5% | 13.2 | 0.8% |
|
PGR
Progressive Corp
|
$136.60B | +3.5% | +16.3% | 11.9 | 1.3% |
|
TKOMY
Tokio Marine Holdings, Inc.
|
$105.49B | — | — | — | 0.0% |
|
ALL
Allstate Corp
|
$66.23B | +28.6% | +5.6% | 6.1 | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Effective November 4, 2026, The Travelers Companies, Inc. increased its board from nine to ten directors and elected Lesley Goldwasser, appointing her to the Compensation, Investment and Capital Markets and Nominating and Governance Committees.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TRV | +2.0% | +3.5% | +32.3% | +1.8% | +39.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.6% | +4.7% | +31.8% | +2.0% | +28.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
