Cantor Fitzgerald raises target for Travelers Companies stock to USD 397.00

Published on 10/27/2026 at 17:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter core earnings reached USD 9.18. Travelers Companies stock costs EUR 354.80 on October 27, 2026, minus 0.01 percent versus Xetra close.

Analyst target and earnings

Cantor Fitzgerald raised its Travelers target from USD 378.00 to USD 397.00 on October 26, 2026.
Third-quarter core earnings reached USD 9.18 per diluted share on October 16, 2026.
Travelers Companies stock costs EUR 354.80 at Lang & Schwarz on October 27, 2026 at 5:45 p.m. CET, minus 0.01 percent versus the Xetra close of October 27, 2026.
The USD 1.25 quarterly dividend is payable on December 31, 2026.

Travelers Companies, US89417E1091, Illustration mit AI erstellt.

Travelers Companies (ISIN US89417E1091) drew a higher price target from Cantor Fitzgerald, which lifted its target from USD 378.00 to USD 397.00 on October 26, 2026, according to MarketBeat. The stock was trading at EUR 354.80 at Lang & Schwarz on October 27, 2026 at 5:45 p.m. CET, minus 0.01 percent versus the Xetra close of October 27, 2026 at EUR 354.85.

Third-quarter earnings set the tone

Travelers reported third-quarter 2026 revenue of USD 12.412 billion and net income of USD 1.917 billion for the period ended September 30, 2026. Core income reached USD 1.947 billion, or USD 9.18 per diluted share, compared with USD 1.867 billion, or USD 8.14 per diluted share, in the third quarter of 2025, according to Travelers. That was a USD 0.80 increase in core income per share year over year.

The combined ratio improved to 86.8 percent from 87.3 percent, while the underlying combined ratio rose to 84.1 percent from 83.9 percent. Catastrophe losses reached USD 538 million before tax in the quarter, a counterweight to stronger investment income.

Stock remains near its yearly high

The EUR 354.80 Lang & Schwarz quote sits EUR 7.95 below the 52-week high of EUR 362.75 and EUR 127.60 above the 52-week low of EUR 227.20, both as of October 27, 2026. The same quote carried a market capitalization of EUR 72.7 billion and a volume of 31 shares at 5:43 p.m. CET.

Valuation and dividend dates

Travelers traded at a price-to-earnings ratio of 10.47 on October 27, 2026. The company declared a quarterly dividend of USD 1.25 per share, payable on December 31, 2026 to shareholders of record on December 10, 2026, in its October 16 release.

The USD 397.00 Cantor Fitzgerald target is USD 1.77 above the USD 395.23 primary-market price used for the comparison, a 0.45 percent premium. The target therefore points to a limited gap rather than a large valuation reset.

Comparison with peers

Travelers Companies: minus 0.01 percent, price-to-earnings ratio 10.47, market capitalization EUR 72.7 billion.

Allstate (NYSE, USD): minus 1.91 percent, price-to-earnings ratio 5.01, market capitalization USD 63.5 billion.

Progressive (NYSE, USD): minus 1.86 percent, price-to-earnings ratio 11.33, market capitalization USD 130.7 billion.

What comes next for shareholders

The next dated cash milestone is the December 10, 2026 record date, followed by the December 31, 2026 payment date. Travelers remains a Dow Jones Industrial Average component and operates across Business Insurance, Bond & Specialty Insurance and Personal Insurance.

Price and investor perspective

The narrow minus 0.01 percent daily move leaves the euro quotation close to its 52-week high, while the latest analyst target and dividend dates provide the clearest near-term reference points.

The further course of trading is shown by the continuously updated real-time quote of Travelers Companies stock.