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Travelers Reports Q3 Earnings Today With EPS Seen at $7.25

SEC / Truist Financial2 min read7 sources

What time does Travelers report earnings today?

Travelers (TRV) reports third-quarter earnings before the open on Friday, with analysts expecting $7.25 per share on $11.3 billion in revenue, alongside Truist (TFC).

Key numbers

Travelers EPS estimate$7.25vs $8.14 a year ago
Travelers revenue estimate$11.31Bestimates range to $12.4B
Truist EPS estimate$1.14vs $1.04 a year ago
Truist revenue estimate$5.35B+2.4% YoY
Travelers Q2 core EPS$10.04+54% YoY

What happened

Travelers (TRV) reports third-quarter earnings before the open on Friday, with analysts expecting $7.25 per share on $11.3 billion in revenue, alongside Truist (TFC). In the same quarter last year, the insurer earned $8.14 per share, so analysts expect a smaller profit, partly because storms and hurricanes may have raised claims costs. Truist, a Charlotte-based bank, is expected to earn $1.14 per share on $5.35 billion in revenue, its first report under new CEO Mike Lyons. Estimates differ by source, so the exact bar for a beat is not fixed.

Why it matters

Travelers is one of the largest US insurers, so its results show how costly this year's storms were and whether insurance prices are still rising. Truist's report adds a look at how a big regional bank is handling lending, fees and its new CEO's plans. Together, the two reports give everyday investors a read on the health of insurance and banking, which touch most households.

Who this affects

Marketneutral
Medium impact
Insurer and regional bank investors watch for surprises today.
Companymixed
Medium impact
Travelers shareholders face lower expected profit than last year.
Competitorsneutral
Low impact
Rival insurers may move on Travelers' storm-loss comments.
Industryneutral
Medium impact
Regions, M&T and Citizens banks also report today.

Travelers vs Chubb, Progressive, Allstate

TravelersTRV~$77–80B
ChubbCB~$132–136B
ProgressivePGR~$124–127B
AllstateALL~$59–61B

As of 2026-10-16

How we got here

  1. Travelers reports Q2 core EPS of $10.04, well above forecasts.

  2. Truist announces Q3 results and 8 a.m. ET call for Oct. 16.

  3. Truist (6:30 a.m. ET) and Travelers (7 a.m. ET) release Q3 results.

What to watch

  • Truist net interest margin versus 2.98% in Q2, and early plans from new CEO Lyons.2026-10-16
  • Travelers storm-loss costs and combined ratio; analysts expect about 92%, up from 83.6% in Q2.2026-10-16

Educational content only. Not investment advice.

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