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Travelers stock downgraded to hold, price target cut

EditorAhmed Abdulazez Abdulkadir
Published 07/19/2024, 02:18 PM
TRV
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On Friday, CFRA adjusted its stance on Travelers Companies Inc (NYSE:TRV), shifting the rating from Buy to Hold while also reducing the 12-month price target from $235 to $225. The revised target is based on a valuation of 9.9 times the firm's projected 2026 operating earnings per share (EPS) of $22.80 and 10.8 times the 2025 EPS estimate of $20.75.

This valuation compares to the one-year average forward multiple of 11.1 times and the average of peers at 16.1 times.

The downgrade follows Travelers' second-quarter earnings per share of $2.51, which, although significantly higher than the $0.06 from the same quarter last year, fell short of CFRA's estimate of $3.25 and the consensus estimate of $2.00.

Despite an 11% increase in earned premiums and improved underwriting results, with the combined ratio improving to 100.2% from 106.5%, industry-wide concerns regarding potential claims arising from an IT outage and weaker-than-expected production trends in the second quarter have impacted investor sentiment.

Travelers reported an 8% increase in written premium growth, including a 9% rise in personal line written premiums. Personal auto written premiums climbed by 10%, and homeowners' premiums increased by 8%. However, these growth rates are seen as trailing behind many of Travelers' industry peers.

The slower growth in written premiums is viewed as a potential risk to underwriting profitability. According to the report, this lag in performance compared to peers is likely to remove a catalyst from Travelers' shares, leading to the downgrade and price target adjustment. The company's stock performance today is thought to reflect these concerns, as well as the disappointment over second-quarter production trends.

In other recent news, Travelers Companies Inc. experienced a series of analyst rating changes and price target adjustments. Evercore ISI raised its price target to $236, maintaining an Outperform rating, despite a less than expected net premium written growth.

However, Citi downgraded Travelers from Neutral to Sell, citing concerns over the company's exposure to social inflation, catastrophic events, and workers' compensation. TD Cowen also downgraded the company from a Buy to a Hold rating, highlighting potential liability issues and market shifts.

On the brighter side, BMO Capital Markets maintained an Outperform rating, observing a slowdown in Business Insurance renewal price change but a notable increase in homeowners' renewal price change. In the midst of these changes, Travelers reported core income reaching $1.1 billion and net earned premiums hitting a record $10.1 billion. The company also announced a 5% increase in its quarterly cash dividend to $1.05 per share.

Recent developments indicate mixed signals from the company's performance metrics and reserve strategies, underscoring the need for investors to closely monitor the situation. These developments come amid broader trends influencing the insurance sector, including social inflationary trends and concerns about the adequacy of years deemed as 'good' for underwriting.

InvestingPro Insights

As Travelers Companies Inc (NYSE:TRV) navigates the complexities of the insurance market, recent data from InvestingPro provides a mixed view of the company's financial health. With a market capitalization of $46.83 billion and a P/E ratio that has remained relatively stable at 15.03, Travelers stands as a significant player in the insurance industry. The company's revenue growth has been robust over the last twelve months as of Q1 2024, with a notable 13.52% increase, reflecting positive momentum in its business activities.

InvestingPro Tips highlight Travelers' long-standing commitment to shareholder returns, as evidenced by its track record of raising dividends for 18 consecutive years, and maintaining dividend payments for 22 consecutive years. However, it's important to note that 18 analysts have revised their earnings downwards for the upcoming period, indicating potential headwinds. Additionally, Travelers' gross profit margins appear weak compared to industry standards, with a margin of 22.18% over the last twelve months as of Q1 2024.

For investors looking for a deeper dive into Travelers' financial metrics and strategic positioning, InvestingPro offers additional tips and insights, which can be accessed using the coupon code PRONEWS24 for up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription. With several additional tips available on InvestingPro, investors can gain a more comprehensive understanding of TRV's prospects and challenges.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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