-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：旅行者保險公司（Travelers Companies Inc.，股票代號：TRV）公佈了2026財年第一季營運每股盈餘（EPS）為7.71美元，高於去年同期的1.91美元，顯著高於我們先前5.42美元的預期以及7.08美元的市場普遍預期。這主要得益於巨災損失下降超過45%，從22.7億美元（稅前）降至7.61億美元。第一季綜合比率從102.5%改善至88.6%，而4.13億美元的去年同期損失利多反映了所有業務板塊的全面改善。我們認為TRV在技術方面投入的15億美元以及1月與Anthropic公司建立的旨在擴展人工智慧能力的合作關係是積極的，因為保險業通常在技術應用方面較為滯後。 TRV指出，這些人工智慧投資有望提高生產力並帶來競爭優勢。然而，第一季營業收入成長與我們先前3%-6%的預期持平，而已承保保費下降了近2%。我們認為，營收下滑削弱了股價的上漲動力，因為在經歷了數年強勁的價格之後，投資者將注意力集中在保費收入趨勢上，以評估財產險市場的健康狀況。
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