The Travelers Companies Unrecognized compensation cost related to non-vested awards increased by 66.7% to $425.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.7%, from $410.00M to $425.00M. Over 5 years (FY 2020 to FY 2025), Unrecognized compensation cost related to non-vested awards shows an upward trend with a 13.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increasing balance suggests higher future non-cash compensation expenses, potentially impacting future earnings, while a decreasing balance indicates a reduction in future stock-based compensation drag.
This figure represents the total unrecognized compensation expense for equity-based awards granted to employees that hav...
Standard disclosure for all public companies using equity-based compensation; comparable across the asset management sector.
other_employee_service_share_based_compensation_nonveste_67563f| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $212.00M | $184.00M | $158.00M | $278.00M | $245.00M | $212.00M | $179.00M | $324.00M | $281.00M | $237.00M | $200.00M | $380.00M | $343.00M | $296.00M | $248.00M | $410.00M | $359.00M | $310.00M | $255.00M | $425.00M |
| QoQ Change | — | -13.2% | -14.1% | +75.9% | -11.9% | -13.5% | -15.6% | +81.0% | -13.3% | -15.7% | -15.6% | +90.0% | -9.7% | -13.7% | -16.2% | +65.3% | -12.4% | -13.6% | -17.7% | +66.7% |
| YoY Change | — | — | — | — | +15.6% | +15.2% | +13.3% | +16.5% | +14.7% | +11.8% | +11.7% | +17.3% | +22.1% | +24.9% | +24.0% | +7.9% | +4.7% | +4.7% | +2.8% | +3.7% |