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StocksUpdated×10•Originally published 16 April 2026•Updated 17 April 2026•
1 min read

Travelers Hikes Dividend 13.6% as Focus Shifts to Truist Financial Q1 Preview

Key Facts

1Travelers (TRV) is expected to report EPS of $6.99 and revenue of $10.72 billion, with a strong history of surpassing estimates.
2Analysts project BNY Mellon (BK) earnings growth of 22.2% to $1.94 per share, driven by higher fee income and net interest income.
3BofA Securities reduced Travelers' price target from $259 to $257 while maintaining an 'Underperform' rating.

The Travelers Companies (TRV) reported Q1 adjusted EPS of $7.71, beating the $7.07 estimate, despite revenue of $10.34 billion falling short of consensus. A decrease in catastrophe losses to $761 million bolstered an underwriting gain of $1.10 billion, supporting a 13.6% dividend hike. The firm returned $2.20 billion to shareholders, including $1.80 billion in share repurchases, while strategically reducing domestic Personal Insurance premiums by 5% to mitigate risk. Following these results, Morgan Stanley maintained a 'Hold' rating with a $310.00 price target, even as insider sentiment remains cautious. Meanwhile, the market awaits Truist Financial (TFC) earnings, expected at $0.99 per share, amid broader geopolitical and industrial shifts.