earnings
confidence high
sentiment negative
materiality 0.85
Travelers Q1 net income $395M ($1.70/diluted), core $443M; cat losses $2.27B from CA wildfires
TRAVELERS COMPANIES, INC.
2025-Q1 EPS reported
$1.70
revenue$11,810,000,000
- Net income $395M ($1.70/diluted) down 65% YoY; core income $443M ($1.91/diluted) down 60%.
- Catastrophe losses $2.266B pre-tax, mainly from Jan 2025 California wildfires ($1.731B).
- Underlying combined ratio improved 2.9 pts to 84.8%; consolidated combined ratio 102.5%.
- Board declared 5% dividend increase to $1.10/share, payable June 30, 2025; 21st consecutive annual increase.
- Net written premiums $10.515B (+3%); Business Insurance record $5.7B, Personal Insurance +5%.