Raiffeisen Bank International AG Acquires 41,654 Shares of The Progressive Corporation $PGR
Raiffeisen Bank International AG significantly increased its stake in The Progressive Corporation by 29.7% in Q3, now holding 182,113 shares valued at approximately $44.51 million. Despite this, some analysts have trimmed price targets and ratings, with the consensus rating being "Hold" with an average target price of $245.29. Company insiders have been net sellers, offloading over 11,000 shares in the last quarter, while institutional investors own about 85.34% of the stock.
Kemper Corp Stock Pops After Earnings Beat: Is the Turnaround Real?
Kemper Corp (NYSE: KMPR) reported an earnings beat, driving its stock higher as the company benefits from improved underwriting, lower catastrophe losses, and effective pricing actions. The article explains that Kemper, a US-focused property & casualty and life & health insurer, is undergoing a quiet turnaround, supported by strong fundamentals rather than speculative trading. For US investors, KMPR represents a leveraged play on normalizing personal-auto loss trends and the high-rate environment, offering a potential diversifier within a financial portfolio.
First National Bank of Omaha Acquires Shares of 24,081 Starbucks Corporation $SBUX
First National Bank of Omaha recently acquired 24,081 shares of Starbucks (SBUX), valued at approximately $2,037,000, as part of a trend where institutional investors now own 72.29% of the company's stock. Despite mixed Q3 earnings where Starbucks missed EPS but beat revenue estimates, analysts maintain a "Moderate Buy" rating with an average target price of $104.31. The company faces governance risks due to an investor coalition pushing to replace directors over labor relations issues.
AI Claim Assistant Now Taking Auto Damage Claims Calls at Travelers
Travelers Companies has launched its AI Claim Assistant, an intelligent voice service that uses OpenAI model capabilities to handle customer auto damage claim calls. The new assistant provides comprehensive service, guiding customers from consultation through claim submission, offering policy information, and expediting the claims process. Travelers plans to expand the AI assistant to other lines of business and is upskilling call center employees for more strategic roles.
Progressive (PGR) Reports Increase in January Net Premiums Writt
Progressive (PGR) reported a significant increase in net premiums written to $6.74 billion and net premiums earned to $6.92 billion for January. The company projects a rise in GAAP EPS to $1.98, while pretax net realized gains on securities are expected to decline by 6%. Despite some insider selling, Progressive's financial health is strong with robust revenue growth, a healthy balance sheet, and attractive valuation metrics, suggesting a stable outlook for the leading auto insurer.
MetLife Declares $29.375 Semi-Annual Dividend with Strong Yield
MetLife has announced a semi-annual dividend of $29.375 per share, resulting in a strong forward yield of 74.76%, demonstrating its robust cash flow and dedication to shareholder returns. The company also declared quarterly dividends for its Series E and Series F preferred stocks and plans a dividend for its floating-rate Series A preferred stock, contingent on financial tests. These declarations, alongside its "New Frontier" strategy targeting $25 billion in free cash flow and double-digit adjusted EPS growth, reflect MetLife's confidence in its future financial stability and long-term growth potential.
Cortland Community Center to host defensive driving course Saturday
The Cortland Community Center will host a 6-hour defensive driving course on February 21st, 2026. This course offers participants the chance to reduce up to 4 points on their license and save 10% on certain insurance rates for three years. The class costs $30 and runs from 8:30 a.m. to 2:30 p.m.
Safety Insurance Group declares $0.92 quarterly dividend
Safety Insurance Group (NASDAQ:SAFT) announced a quarterly cash dividend of $0.92 per share payable on March 13, 2026, to shareholders of record by March 2, 2026. The Massachusetts-based property and casualty insurer also plans to release its Q4 and year-end 2025 financial results on February 25, 2026, and will hold its 2026 Annual Meeting of Shareholders on May 13, 2026.
Starbucks Corporation $SBUX Shares Sold by Glenview Trust Co
Glenview Trust Co reduced its stake in Starbucks Corporation (NASDAQ:SBUX) by 13.0% in the third quarter, selling 14,826 shares. Despite this, other institutional investors like Nordea Investment Management AB and Asset Management One Co. Ltd. increased their positions. Starbucks reported mixed quarterly earnings, missing EPS estimates but exceeding revenue expectations, and analysts have a "Moderate Buy" rating with an average price target of $104.31.
Public Sector Pension Investment Board Has $10.30 Million Stock Holdings in Acadia Realty Trust $AKR
The Public Sector Pension Investment Board increased its stake in Acadia Realty Trust ($AKR) by 14.5% to 511,079 shares, now valued at $10.30 million. This move makes them a significant institutional investor in the real estate investment trust. Despite missing EPS consensus, Acadia Realty Trust exceeded revenue expectations and maintains a "Hold" consensus rating from analysts with an average price target of $22.00.
The Bull Case For White Mountains Insurance Group (WTM) Could Change Following 2025 Profit Rebound And Buyback Completion
White Mountains Insurance Group (WTM) recently reported a significant profit rebound in Q4 2025 and for the full year, reversing prior losses and reaching over a billion dollars in net income. This turnaround, alongside the completion of an 8.02% share repurchase program, alters the investment outlook for the company. Investors are now focused on how the new leadership will deploy a strengthened balance sheet and ensure sustainable value creation, considering a portion of the 2025 gains were one-off.
Chubb Units Sue Texas Company Over Oil and Gas Wastewater Case
Chubb Ltd. units have sued NGL Water Solutions Permian LLC in Texas, seeking to avoid coverage for a lawsuit alleging the wastewater disposal company's operations damaged underground oil and gas formations. The insurers claim pollution exclusions in their policies bar coverage. The underlying suit accuses NGL of injecting over 100 million barrels of wastewater that escaped permitted areas.
Allstate Corp Issues Potential Dividend Run Alert
Allstate Corp is poised for a potential "dividend run" as it approaches its ex-dividend date of March 2, 2026, with a dividend of $1.08. Historical data shows that in three out of the last four dividends, the stock gained more than the dividend amount *before* the ex-dividend date, suggesting an opportunity for capital gains. With a quarterly dividend frequency and a 2.08% implied annualized yield, Allstate presents an attractive option for dividend-focused investors, who employ various strategies like buying two weeks prior or selling the day before the ex-dividend date.
Progressive Corp Reinvents Insurance as a Product, Not a Policy
Progressive Corp is transforming the insurance landscape by treating auto and home insurance as a real-time, data-driven product, leveraging telematics, APIs, and AI for pricing. Unlike traditional static policies, Progressive's offerings are continuously evolving technology stacks designed for personalization and responsiveness, akin to software services. This product-centric approach, emphasizing data moats, digital-first experiences, and pricing flexibility, has led to strong stock performance, positioning Progressive as a bellwether for the insurance sector's future.
Arrow Reserve ETF: Defensiv aufgestellt
The Arrow Reserve ETF invests in ultra-short-term US government and investment-grade corporate bonds to minimize interest rate risk and provide stability in volatile markets. Its performance is influenced by the Fed's interest rate path, dividend cycles, and credit spreads. The fund serves as a defensive portfolio component, offering liquidity and capital preservation through active management of short-duration fixed-income securities.
Allstate Corp Acquires 513,560 Shares of Apple Inc. $AAPL
Allstate Corp significantly increased its stake in Apple Inc. by 1,753.7% in Q3, purchasing 513,560 shares, bringing its total holdings to 542,845 shares valued at approximately $138.23 million. Apple remains largely institutionally owned, with several other funds also adjusting their positions. Despite mixed news regarding Siri delays and regulatory scrutiny, Apple's strong iPhone momentum, recent legal victory, and solid Q3 earnings beat with a "Moderate Buy" consensus rating reinforce institutional confidence.
Defensive Positioning in a Turbulent Market: Arrow Reserve ETF Emphasizes Capital Preservation
In a volatile market, the Arrow Reserve Capital Management ETF (US0427657194) positions itself as a conservative option focused on capital preservation through ultrashort maturities. The ETF invests primarily in U.S. Treasuries and high-quality corporate bonds with a duration of zero to two years, aiming for stability and liquidity. Investors should monitor the Federal Reserve's rate policy, the fund's monthly dividend cycle, and credit spreads for corporate bonds.
Defensive Positioning in a Turbulent Market: Arrow Reserve ETF Emphasizes Capital Preservation
The Arrow Reserve Capital Management ETF (US0427657194) is positioned as a conservative investment vehicle focused on capital preservation in a turbulent market, particularly around mid-February 2026. It invests primarily in ultrashort duration U.S. Treasuries and high-quality corporate bonds, aiming for stability and liquidity with an average maturity of zero to two years and a TER of 0.50%. The ETF's performance will be significantly influenced by the Federal Reserve's rate policy, its monthly dividend cycle, and fluctuations in credit spreads for corporate bonds.
TD SYNNEX (SNX) outlines 2026 board elections, pay vote and new meeting rights
TD SYNNEX has announced the agenda for its 2026 annual meeting, which includes the election of ten directors, an advisory vote on executive compensation, and the ratification of KPMG LLP as the independent auditor. The company is also proposing an amendment to its Charter to allow stockholders owning at least 25% of common stock to call a special meeting. The proxy statement emphasizes the board's independence and diversity, performance-based executive pay, and progress in corporate citizenship, including significant reductions in greenhouse gas emissions.
HCI Group (HCI) Registers a Bigger Fall Than the Market: Important Facts to Note
HCI Group (HCI) shares fell by 1.94% in the most recent trading session, underperforming the broader market. Analysts project significant year-over-year growth for its upcoming earnings, with an expected increase of 1470.97% in EPS and 43.08% in revenue. The stock currently holds a Zacks Rank of #3 (Hold) and trades at a Forward P/E ratio of 10.3, indicating a discount compared to its industry average.
ProShare Advisors LLC Cuts Stock Position in United Airlines Holdings Inc $UAL
ProShare Advisors LLC significantly reduced its stake in United Airlines Holdings Inc. (UAL) by 17.8% in the third quarter, while several other institutional investors increased their positions. Notably, CEO J. Scott Kirby and President Brett J. Hart also sold substantial amounts of their personal shares. Despite these sales, analysts remain largely positive on UAL, with 15 "Buy" ratings, 2 "Hold" ratings, and a consensus price target of $135.97, supported by strong earnings and guidance.
Freemont Management S.A. Sells 5,800 Shares of The Progressive Corporation $PGR
Freemont Management S.A. reduced its stake in The Progressive Corporation (NYSE: PGR) by 89.2% in the third quarter, selling 5,800 shares and leaving it with 700 shares valued at $173,000. Despite this, other institutional investors increased their holdings. Progressive's stock opened at $205.60, has a market capitalization of $120.56 billion, and pays a quarterly dividend of $0.10.
Root, Inc. (NASDAQ:ROOT) Might Not Be As Mispriced As It Looks After Plunging 26%
Root, Inc. (NASDAQ:ROOT) shareholders have experienced a significant 26% drop in share price over the last month, contributing to a 50% loss over the past year. Despite this plunge, the company's P/S ratio of 0.6x is comparable to the industry median of 1.1x, which may imply that the stock is not as mispriced as it appears. Analysts forecast an 11% annual revenue growth for Root over the next three years, outpacing the industry's 5.2%, yet its P/S ratio remains modest, suggesting investor skepticism about future growth stability.
Leuthold Group LLC Takes Position in Aptiv PLC $APTV
Leuthold Group LLC has acquired a new position of 61,713 shares in Aptiv PLC, valued at approximately $5.32 million, according to its latest SEC filing. Aptiv exceeded Q3 EPS expectations and provided optimistic guidance for Q1 and FY 2026. The company holds a "Moderate Buy" consensus rating from analysts with an average price target of $100.60.
Chubb Ltd stock hits all-time high at 335.59 USD
Chubb Ltd's stock has reached an all-time high of $335.59, reflecting a 25.78% increase over the past year and underscoring strong market performance. The company boasts a significant market capitalization of $131.2 billion and a "GREAT" financial health score, with investor confidence further bolstered by 33 consecutive years of dividend payments. Analysts remain optimistic about Chubb's future growth, having recently adjusted price targets upward based on strong premium growth, underwriting margins, and net investment income.
Are Light & Wonder shares a buy after tumbling 7% yesterday?
Light & Wonder Inc (ASX: LNW) shares dropped 7.46% yesterday, despite the broader market seeing gains. This gaming and entertainment company recently settled a legal dispute with Aristocrat Leisure Ltd, which had initially boosted its stock. Now, with the shares declining over 16% in the last month, analysts at Morgan Stanley and TradingView suggest this might be a buying opportunity, forecasting significant upside potential.
Consolidated Edison (ED) Expected to Beat Earnings Estimates: Should You Buy?
Consolidated Edison (ED) is expected to report a year-over-year decline in earnings but higher revenues for the quarter ended December 2025. With a Zacks Earnings ESP of +0.25% and a Zacks Rank of #3, the company is highly likely to beat the consensus EPS estimate of $0.84 per share. While other factors influence stock movement, ED appears to be a compelling candidate for an earnings beat.
How AI is reshaping insurance pricing and fraud: new global study
Information Services Group (ISG) has initiated a global research study focused on how specialized analytics and AI service providers are transforming the insurance industry. The study, culminating in an ISG Provider Lens® report in August 2026, will assess vendors shaping insurance pricing, risk selection, and claims outcomes. It highlights the critical role of AI in addressing rising customer expectations, complex risk profiles, and sophisticated fraud, ultimately aiming to improve profitability and strengthen trust within the sector.
Aptiv PLC $APTV Shares Sold by Applied Finance Capital Management LLC
Applied Finance Capital Management LLC reduced its stake in Aptiv PLC (NYSE:APTV) by 16.1% in Q3 2025, selling 56,653 shares. Despite this, institutional investors collectively increased their holdings significantly, now owning 94.21% of the stock. Aptiv also reported strong Q3 earnings, beating EPS estimates, and received a "Moderate Buy" consensus rating from analysts with an average target price of $100.60.
Atmos Energy Corporation $ATO Shares Sold by Reaves W H & Co. Inc.
Reaves W H & Co. Inc. reduced its stake in Atmos Energy Corporation ($ATO) by 66.4% in the third quarter, selling 207,834 shares and retaining 105,186 shares valued at approximately $17.96 million. Despite this sale, Atmos Energy reported strong quarterly earnings, beating analyst expectations for both EPS and revenue, and announced a quarterly dividend of $1.00. The company maintains a "Hold" consensus rating from analysts, with 90.17% of its stock owned by institutional investors and hedge funds.
The Truth About Progressive Corp Stock: Is This Boring Insurer Your Next Power Play?
The article analyzes whether Progressive Corp (PGR) stock is a worthwhile investment. It highlights Progressive's data-driven approach, strong brand presence, and consistent stock performance as key strengths. While not a "meme stock," it is presented as a stable, long-term compounding machine for a mature portfolio.
The Truth About Progressive Corp Stock: Is This Boring Insurer Your Next Power Play?
This article analyzes Progressive Corp (PGR) stock, questioning if the "boring" insurance giant is a worthwhile investment. It highlights Progressive's data-driven approach, strong brand visibility through marketing, and consistent stock performance as key factors for its potential as a long-term compounder. The piece contrasts Progressive with competitors and advises serious investors to consider its stability and cash-generating capabilities over volatile "meme stock" plays.
Envestnet Asset Management Inc. Sells 15,313 Shares of Everest Group, Ltd. $EG
Envestnet Asset Management Inc. reduced its stake in Everest Group, Ltd. by 9.1% during the third quarter, selling 15,313 shares. The firm now holds 153,334 shares, representing approximately 0.37% of the company, valued at $53.7 million. Everest Group recently reported Q3 EPS of $13.26, missing estimates, with revenue of $4.42 billion, exceeding expectations.
PGR Stock Price, Forecast & Analysis | PROGRESSIVE CORP (NYSE:PGR)
This article provides a detailed analysis of Progressive Corp (NYSE:PGR) stock, covering its price performance, technical and fundamental ratings, financial highlights, and analyst forecasts. It notes PGR's current stock price of $205.45, a market capitalization of $120.46 billion, and a dividend yield of 0.19%. Analysts forecast an average price target of $248.01, suggesting a 20.72% increase, despite an expected EPS growth of -11.18% and revenue growth of 7.49% for the next year.
What Should You Anticipate From Palomar Holdings’s (PLMR) Fourth Quarter Earnings
Palomar Holdings (PLMR) is expected to release its fourth-quarter earnings report soon, with analysts projecting $223.7 million in revenue and $2.09 in adjusted EPS. The company has a history of outperforming revenue estimates and maintains positive analyst sentiment, despite a recent slight dip in stock price. Investors are also noting a special opportunity in a high free cash flow stock, which is actively buying back shares.
Erie Indemnity Co. Cl A stock underperforms Monday when compared to competitors
Erie Indemnity Co. Class A stock experienced an underperformance on Monday compared to its rivals. It closed at $352.12, which was a 0.25% decrease from the previous trading day, while some of its competitors saw gains.
First American Financial (FAF) To Report Earnings Tomorrow: Here Is What To Expect
First American Financial (FAF) is set to announce its earnings results, with analysts expecting revenue to grow 5.6% year over year to $1.78 billion and adjusted earnings of $1.43 per share. The company beat revenue expectations last quarter and has seen its share price increase by 7.9% over the last month, outperforming its peers in the property & casualty insurance segment. The article provides context by reviewing past performance and the results of competitors like Stewart Information Services and Allstate.
What To Expect From Palomar Holdings's (PLMR) Q4 Earnings
Palomar Holdings (PLMR) is set to report its Q4 earnings on Wednesday. Analysts anticipate revenue growth of 43.6% year-on-year to $223.7 million and adjusted earnings of $2.09 per share. The company has a history of exceeding revenue estimates, and recent performances from peers like Stewart Information Services and Allstate suggest a mixed but generally positive outlook for the property & casualty insurance segment.
3 Reasons AXS is Risky and 1 Stock to Buy Instead
This article evaluates AXIS Capital (AXS), deeming it a risky investment due to "mediocre" long-term revenue growth, slow net premiums earned growth, and unimpressive EPS growth. Despite a reasonable valuation, the company's fundamentals present too much downside risk. The author suggests looking for better investment opportunities, such as a top digital advertising platform leveraging the creator economy, and highlights a curated list of market-beating stocks.
Allstate Corp Earnings Call Signals Profitable Growth
Allstate's recent Q4 earnings call revealed a strong financial rebound, with significant improvements in profit, margins, and growth driven by its Transformative Growth strategy. Despite facing industry headwinds like inflation, regulatory challenges, and competition, the company expressed confidence in its solid underwriting, higher investment income, and disciplined capital returns. Allstate also emphasized customer affordability initiatives, robust profitability in property & liability, and double-digit growth in protection services, while acknowledging ongoing challenges like rising claim severity and regulatory risks.
Colgate-Palmolive (NYSE:CL) Insider Sells $1,506,320.53 in Stock
Colgate-Palmolive insider Sally Massey sold 15,851 shares of the company's stock for over $1.5 million on February 5th, reducing her position by 53.55%. Following the transaction, she directly owns 13,751 shares valued at approximately $1.3 million. The company's stock traded down 0.2% recently, with institutional investors holding 80.41% of the shares and analysts giving it a "Moderate Buy" consensus rating.
Keefe Bruyette Raises its Price Target on The Hartford Insurance Group (HIG) to $163 and Maintains an Outperform Rating
Keefe Bruyette raised its price target for The Hartford Insurance Group (HIG) to $163 and maintained an Outperform rating, citing expected support from sustained premium growth, stable core underwriting margins, and ongoing share repurchases. Other firms like Citi and Morgan Stanley also increased their price targets after HIG reported strong fourth-quarter revenue of $7.3 billion and core earnings of $3.8 billion for the year. This performance was driven by strong results in Business Insurance, improved profitability in Personal Insurance, and solid margins in Employee Benefits.
TRV Stock Near 52-Week High: A Signal for Investors to Hold Tight?
The Travelers Companies, Inc. (TRV) stock is near its 52-week high, indicating strong investor confidence and potential for further appreciation. Despite trading at a premium valuation, the company boasts a solid track record of beating earnings estimates, outperforming its industry, and demonstrating efficient use of shareholder funds with a strong return on equity. The article suggests that while the stock is a Zacks Rank #3 (Hold) due to its valuation, its consistent dividend growth and diversified portfolio make it attractive for yield-seeking investors.
TRV Stock Near 52-Week High: A Signal for Investors to Hold Tight?
The Travelers Companies Inc. (TRV) stock has closed near its 52-week high, indicating strong investor confidence and potential for further appreciation, according to Zacks Investment Research. The insurer has consistently beaten earnings estimates and outperforms its industry, though its shares are currently considered expensive. Analysts are optimistic about TRV's growth projections, and the company demonstrates strong returns on capital and consistent dividend increases.
BI Asset Management Fondsmaeglerselskab A S Acquires 15,049 Shares of Atmos Energy Corporation $ATO
BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in Atmos Energy Corporation (NYSE:ATO) during Q3, acquiring an additional 15,049 shares to bring its total holding to 22,000 shares valued at approximately $3.76 million. This move comes as Atmos Energy reported strong Q4 results, beating EPS estimates, and providing optimistic FY2026 guidance. Despite a "Hold" consensus rating from analysts, institutional ownership remains high at over 90%.
Raymond James reiterates Strong Buy rating on Allstate stock
Raymond James has reiterated a "Strong Buy" rating and a $260.00 price target for Allstate (NYSE:ALL), citing durable earnings despite a softening insurance rate cycle. Allstate's financial performance is supported by disciplined pricing, expense efficiency, and its Transformative Growth initiative, with the company maintaining dividend payments for 34 consecutive years. Despite selective rate reductions, Allstate continues to demonstrate strong financial health, with robust Q4 2025 earnings surpassing expectations and a market capitalization of approximately $54 billion.
Wells Fargo Raises its Price Target on The Allstate Corporation (ALL) to $228
Wells Fargo analyst Elyse Greenspan increased the price target for The Allstate Corporation (ALL) to $228 from $223, maintaining an Equal Weight rating, following the stock's significant move post-earnings. JPMorgan also raised its price target for Allstate to $263, citing healthy business trends. Allstate reported strong fourth-quarter and full-year 2025 revenues, exceeding consensus estimates, with increased policies in force and premium reductions for millions of customers.
White Mountains Insurance delivers sharp earnings rebound
White Mountains Insurance Group reported a significant earnings rebound in 2025, with comprehensive income attributable to common shareholders reaching $1.109 billion for the full year, a sharp increase from previous results. This performance was largely driven by the sale of MGA Bamboo, strong underwriting performance from segments like Ark/WM Outrigger, and robust investment returns. The company also repurchased $203 million of stock and ended the year with substantial undeployed capital, indicating a strong position for future growth and M&A opportunities.
Assurant (AIZ) To Report Earnings Tomorrow: Here Is What To Expect
Assurant (AIZ) is set to announce its earnings results, with analysts projecting a 6.4% year-on-year revenue growth to $3.30 billion and adjusted earnings of $5.50 per share. The company has a strong track record of beating revenue estimates, and its stock has seen a 2.1% increase over the last month, nearing its average analyst price target. Other property & casualty insurers like Stewart Information Services and Allstate have already reported favorable Q4 results.
Federated Hermes Inc. Lowers Position in Fifth Third Bancorp $FITB
Federated Hermes Inc. significantly reduced its stake in Fifth Third Bancorp (NASDAQ:FITB) by 71.2% in the third quarter, selling 38,645 shares. Despite this, other major institutional investors, such as Allspring Global Investments and Nordea Investment Management, substantially increased their holdings, pushing institutional ownership to 83.79%. Analysts maintain a "Moderate Buy" rating with an average price target of $56.58, and the company recently announced a quarterly dividend of $0.40 per share.
