The Best and Worst Dow Stocks for the Next 12 Months

21. The Travelers Companies Inc. (NYSE:TRV)

Upside Potential: 11.9%

Market Cap: $59 billion

Number of Hedge Fund Holders: 52

The Travelers Companies Inc. (NYSE:TRV) provides commercial and personal property and casualty insurance products and services to businesses, government units, associations, and individuals. The majority of its revenue comes from the domestic market.

The company reported pretax catastrophe losses of $2.3 billion from the January California wildfires, which hurt its Q1 2025 results announced on April 16. This was higher than the $1.7 billion estimate the company had given in February. Despite this impact, quarterly financial performance was strong, with underlying underwriting income rising 32%, driven by strong net earned premiums of $10.7 billion. Core income of $443 million came in better than expectations.

Street analysts were broadly optimistic after the company’s strong results and long-term outlook, although some analysts highlighted concerns in the near term. William Blair analyst Adam Klauber maintained his Neutral rating on the stock as he sees reduced potential for earnings growth in 2025, but stabilization and better growth in 2026. On the other side, Keefe Bruyette analyst Meyer Shields increased his price target to $290 from $274, and maintained an Outperform rating. Analysts from Evercore ISI and Roth MKM also reiterated their confidence in the stock and maintained their Buy ratings.