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The Markets
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Financial Services

Travelers tops Wall Street forecasts with Q4 results, despite tax reforms and wildfires hitting profits

Analysts had expected the fall in profitability because of the new tax bill and the costly wildfires in California

Auto and home insurer The Travelers Companies Inc (NYSE:TRV) topped Wall Street forecasts with its fourth quarter profits on Tuesday.

The Dow-30 company’s net income fell 42% to US$551mln, or US$1.98 per share, in the quarter ended December 31 and included a one-time charge of US$129mln related to the recently introduced tax reforms.

On an adjusted basis though, Travelers earned US$2.28 per share, comfortably beating the average Wall Street estimate of US$1.51.

The fall in profit was widely expected because of the wildfires in California – the most destructive on record – during the period.

Quarterly revenues rose 3.6% to US$7.45bn but the wildfires meant pre-tax catastrophe losses, net of reinsurance, more than tripled to US$499mln (Q4 2016: US$137mln).

That figure was still lower than the previous forecasts, which guided for losses of between US$525mln-US$675mln as a result of the fires.

With the profits beat and the costs from the wildfires not as bad as feared, Travelers share were up 1.5% to US$141.50 in pre-market trade.

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