Cantor Fitzgerald raised the firm’s price target on Travelers (TRV) to $319 from $316 and keeps an Overweight rating on the shares. After a slow start with negative Q4 data points from peers, the insurance broker sector saw solid, clean results, supporting a compelling investment case, the analyst tells investors in a research note. While mid-single-digit organic growth appears achievable in 2026, broader commercial lines margins may face headwinds, particularly in the E&S segment, the firm says.
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