Quarterly ResultJul 17, 2026, 07:01 AM
Travelers Q2 Net Income $2.21B, EPS $10.26; Core Income $2.16B, EPS $10.04
AI Summary
Travelers reported excellent second quarter 2026 results with net income of $2.208 billion ($10.26 per diluted share) and core income of $2.160 billion ($10.04 per diluted share), representing increases of 46% and 44% respectively year-over-year. These strong results were primarily driven by lower catastrophe losses, higher net favorable prior year reserve development, and increased net investment income. The company also returned over $1.5 billion to shareholders, including $1.311 billion in share repurchases, and declared a quarterly dividend of $1.25 per share.
Key Highlights
- Net income: $2.208 billion, up 46% year-over-year.
- Core income: $2.160 billion, up 44% year-over-year.
- Diluted EPS: $10.26, up 57% year-over-year.
- Consolidated combined ratio: 83.6%, an improvement of 6.7 points.
- Net written premiums: $11.529 billion (up 2% excluding divested Canadian operations).
- Net investment income: $883 million after-tax, up 14% year-over-year.
- Share repurchases: $1.311 billion; total capital returned $1.577 billion.
- Quarterly dividend declared: $1.25 per share.
Price Impact
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