Travelers Companies, Inc. (NYSE:TRV) on Wednesday reported fourth-quarter 2025 earnings results, surpassing both EPS and revenue estimates.

Earnings Details

Sales rose 4% year over year (Y/Y) to $12.43 billion, outpacing analyst consensus estimates of $10.98 billion.

The company posted adjusted EPS of $11.13, beating the street view of $8.80.

Core income increased 18% Y/Y to $2.51 billion, led by stronger underlying underwriting results, higher net investment income, lower catastrophe losses, and increased favorable prior-year reserve development.

Net realized investment loss stood at $20 million pre-tax ($15 million after-tax), versus $55 million pre-tax ($44 million after-tax) in the prior year quarter. 

Net investment income increased 10% Y/Y pre-tax to $1.054 billion in the quarter, led by higher average invested assets and increased average yield in the long-term fixed income investment portfolio.

Net written premiums rose 1% ...