Travelers (TRV) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Company Overview - Travelers (TRV) is expected to report a year-over-year decline in earnings of 86.8%, with an estimated earnings per share (EPS) of $0.62 for the quarter ended March 2025 [3] - Revenues are projected to be $12.15 billion, reflecting an increase of 8.5% compared to the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on April 16, 2025, and could influence the stock price depending on whether the results exceed or fall short of expectations [2] - The consensus EPS estimate has been revised 0.3% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Travelers is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +78.50%, suggesting a strong likelihood of beating the consensus EPS estimate [10][11] - The company has a Zacks Rank of 3, which indicates a hold rating, but the combination of a positive Earnings ESP suggests a potential earnings beat [11] Historical Performance - In the last reported quarter, Travelers exceeded the expected EPS of $6.57 by delivering $9.15, resulting in a surprise of +39.27% [12] - Over the past four quarters, Travelers has beaten consensus EPS estimates three times, indicating a track record of positive surprises [13] Industry Comparison - Progressive (PGR), a competitor in the insurance sector, is expected to report an EPS of $4.60 for the same quarter, representing a year-over-year increase of 23.3% [17] - Progressive's revenues are anticipated to reach $20.38 billion, up 19.3% from the previous year [17] - The consensus EPS estimate for Progressive has been revised 0.8% higher, and it has a positive Earnings ESP of 4.31%, combined with a Zacks Rank of 2, indicating a strong likelihood of beating the consensus [18]