Piper Sandler sets USD 405.00 target for Travelers Companies stock

Published on 10/02/2026 at 15:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

June-quarter revenue hit USD 12.15 billion versus USD 11.26 billion. Travelers Companies stock costs EUR 320.15 versus EUR 323.20 on October 2, 2026.

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Travelers Companies (ISIN US89417E1091) was trading at EUR 320.15 at Lang & Schwarz on October 2, 2026 at 3:30 p.m. CEST, while Piper Sandler set a USD 405.00 price target on September 28, 2026, according to Markets Insider. The broker maintained its Buy rating, putting the target well above the US listing price cited in the report.

Second-quarter earnings reset the baseline

Travelers reported USD 12.15 billion of revenue for the second quarter of 2026, compared with USD 11.26 billion expected by analysts, while quarterly earnings per share reached USD 10.04 against a USD 5.41 consensus estimate, MarketBeat reported on September 23, 2026.

The comparison with the prior-year quarter is also notable. Revenue increased from USD 12.12 billion to USD 12.15 billion, while net profit rose from USD 1.51 billion to USD 2.21 billion, according to Markets Insider. That combination gives the analyst target a stronger earnings reference than revenue growth alone.

Analyst caution meets a strong earnings date

MarketBeat described the analyst consensus as Hold across 25 ratings, with 12 holds, nine buys and five sells and an average 12-month target of USD 354.53 on September 23, 2026. The consensus target sits below Piper Sandler's USD 405.00 view, showing a wide spread in expectations even after the second-quarter earnings beat.

The next scheduled test arrives on October 16, 2026. Travelers said in its investor-relations release that it will publish third-quarter 2026 results before a 9:00 a.m. ET conference call, according to Travelers. Catastrophe losses and reserve development will be central numbers for the next quarterly comparison.

Travelers stock stays below its yearly high

Travelers Companies had a USD 75.0 billion market capitalization and a USD 252.26 to USD 398.70 52-week range as of October 2, 2026. The Lang & Schwarz euro quote therefore places the stock below the upper end of its US trading range, while the upcoming results date supplies the next defined event for valuation debate.

At Lang & Schwarz, Travelers Companies stock was trading at EUR 320.15 on October 2, 2026 at 3:30 p.m. CEST, minus 0.94 percent versus the EUR 323.20 prior close of October 1, 2026. The further course of trading is shown by the continuously updated real-time quote of Travelers Companies stock.