earnings
confidence high
sentiment positive
materiality 0.85
Travelers Q1 core EPS $7.71, net income $1.71B; boosts dividend 14% to $1.25
TRAVELERS COMPANIES, INC.
2026-Q1 EPS reported
$7.78
revenue$11,924,000,000
- Net income $1.711B ($7.78 diluted EPS) vs $395M ($1.70) in prior year; core income $1.696B ($7.71).
- Combined ratio improved to 88.6% from 102.5% due to lower catastrophe losses ($761M vs $2.266B).
- Board declared 14% dividend increase to $1.25/share payable June 30, 2026 to holders of record June 10.
- Company repurchased 6.0M shares for $1.800B in open market; returned $2.223B total to shareholders.
- Net written premiums $10.338B (-2% YoY; adjusted for Canada divestiture slightly positive); Business Insurance +2%.