Morgan Stanley lifts target for Travelers Companies stock to USD 350.00

Published on 10/26/2026 at 17:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Core income reached USD 1.947 billion in the third quarter of 2026. Travelers Companies stock costs EUR 357.20 on October 26, 2026, down 0.31 percent versus Xetra.

Analyst target and reporting date

Morgan Stanley raised its Travelers target from USD 330.00 to USD 350.00 on October 23, 2026.
Core income reached USD 1.947 billion in the third quarter of 2026.
Travelers Companies stock costs EUR 357.20 at Lang & Schwarz on October 26, 2026, down 0.31 percent versus the Xetra close.
The stock's USD 81.9 billion market capitalization carries a trailing P/E of 10.47.

Travelers Companies, US89417E1091, Illustration mit AI erstellt.

Travelers Companies (ISIN US89417E1091) received a higher Morgan Stanley price target of USD 350.00 on October 23, 2026, up from USD 330.00, as listed by MarketScreener. The stock was trading at EUR 357.20 at Lang & Schwarz on October 26, 2026 at 5:09 p.m. CEST, down 0.31 percent versus the Xetra close of October 23, 2026 at EUR 358.30.

Target rises above recent results

Morgan Stanley's move followed Travelers' third-quarter results, but the target remains below the current USD 399.45 New York Stock Exchange price at 12:17 p.m. ET on October 26, 2026. The USD 350.00 target is 12.38 percent below that price, using the same currency and the latest primary-market quote.

Travelers reported core income of USD 1.947 billion for the third quarter of 2026, compared with USD 1.867 billion a year earlier. That was a USD 80.00 million increase, or 4.28 percent, while core income per diluted share reached USD 9.18, according to the company's Travelers release dated October 16, 2026.

Price position at EUR 357.20

The Lang & Schwarz euro quote stood 12.42 percent below the USD 407.87 52-week high and 35.17 percent above the USD 264.25 52-week low on October 26, 2026. The currency difference means these range distances are shown only in the primary-market currency. Travelers' market capitalization was USD 81.9 billion, with a trailing P/E of 10.47 and a dividend yield of 1.00 percent.

What does the target imply?

The target revision leaves Morgan Stanley below the latest New York Stock Exchange quotation, while Travelers' third-quarter combined ratio improved to 86.80 percent from 87.30 percent in the prior-year quarter. Catastrophe losses were USD 538.00 million before tax, compared with USD 402.00 million a year earlier, a counterweight to the stronger underwriting result.

Comparison with peers

Travelers Companies: down 0.31 percent in euros, trailing P/E 10.47, market capitalization USD 81.9 billion.

Chubb Limited (NYSE, USD): up 0.62 percent, P/E 12.45, market capitalization USD 137.8 billion.

The Allstate Corporation (NYSE, USD): up 0.99 percent, P/E 5.10, market capitalization USD 64.7 billion.

Valuation and shareholder dates

Travelers declared a quarterly dividend of USD 1.25 per share on October 16, 2026. The payment is scheduled for December 31, 2026, for shareholders of record at the close of business on December 10, 2026, according to the same Travelers release.

Stock stays below its yearly high

The combination of a higher analyst target and a USD 350.00 valuation marker gives investors a clear comparison point, while the current euro quote remains below its recent high. The further course of trading is shown by the continuously updated real-time quote of Travelers Companies stock.