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.
The Progressive Corporation (PGR) Reports Jan 2025 Results
The Progressive Corporation (PGR) reported its January 2026 results, showing a 4% year-over-year increase in net premiums written to $6.735 billion and a 5% rise in net premiums earned to $6.921 billion. Total net income for the month reached $1.163 billion, up 4% year-over-year, while policies in force expanded 10% to 38.75 million. Despite these gains, Bank of America Securities lowered its price target on PGR from $329 to $315, maintaining a Buy rating, due to a miss in net investment income forecasts.
The Progressive Corporation (PGR) Reports Jan 2025 Results
The Progressive Corporation (PGR) reported its January 2026 results, showing a 4% year-over-year increase in net premiums written to $6.735 billion and a 5% increase in net premiums earned to $6.921 billion. Total net income for the month rose 4% to $1.163 billion, and total policies in force expanded 10%. Bank of America Securities lowered PGR's price target from $329 to $315 but maintained a Buy rating due to missed net investment income forecasts.
AxoGen, Inc. $AXGN Shares Sold by GSA Capital Partners LLP
GSA Capital Partners LLP significantly reduced its stake in AxoGen, Inc. (NASDAQ:AXGN) by 68.2% in Q3, selling 134,266 shares, now owning 62,671 shares valued at $1.12 million. Despite this, other institutional investors increased their holdings, and company insiders have also been net sellers. Wall Street analysts maintain a "Moderate Buy" consensus rating for AxoGen, with an average price target of $36.22 against its current trading price near $35.
A Look At Aspen Insurance Holdings (AHL) Valuation After Recent Steady Share Performance
Aspen Insurance Holdings (AHL) is drawing investor attention with its recent steady share performance, now trading at $37.50 against an analyst price target of $38.25. The company is considered 2% undervalued, with a narrative fair value of $38.25, driven by anticipated expansion in casualty and specialty lines and disciplined rate monitoring. Investors are encouraged to assess the underlying revenue and earnings paths needed to validate this valuation, while also considering risks like social inflation or softer pricing.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts have provided insights into financial companies Travelers Companies (TRV) and Progressive (PGR). Evercore ISI maintained a Buy rating on Travelers with a $317.00 price target, reflecting a Moderate Buy consensus. William Blair maintained a Hold rating on Progressive, which also has a Moderate Buy consensus with a $242.80 average price target, suggesting a 16.5% upside.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts have provided insights on Travelers Companies (TRV) and Progressive (PGR), both in the Financial sector. David Motemaden of Evercore ISI maintained a Buy rating on Travelers Companies with a price target of $317.00, while Adam Klauber from William Blair maintained a Hold rating on Progressive, whose shares are near their 52-week low. The general sentiment for Travelers is a Moderate Buy, and for Progressive, it's also a Moderate Buy with a potential 16.5% upside from current levels.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts from Evercore ISI and William Blair have provided insights on financial companies Travelers Companies (TRV) and Progressive (PGR). David Motemaden of Evercore ISI maintained a Buy rating on Travelers with a $317.00 price target, while Adam Klauber of William Blair maintained a Hold rating on Progressive, whose shares are near their 52-week low. The consensus for Travelers is a Moderate Buy, and for Progressive, it's also a Moderate Buy with a 16.5% upside potential.
Cumberland Partners Ltd Has $1.38 Million Stake in TechnipFMC plc $FTI
Cumberland Partners Ltd decreased its stake in TechnipFMC plc by 36.4% in the third quarter, reducing its holdings to 35,000 shares valued at approximately $1.38 million. Despite this, institutional investors collectively own 96.58% of the company's stock, with several major funds increasing their positions. TechnipFMC recently reported strong Q3 earnings, beating analyst estimates, and announced a $2.00 billion share repurchase program and a quarterly dividend.
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.
Prospector Partners LLC Trims Stake in The Progressive Corporation $PGR
Prospector Partners LLC significantly reduced its stake in The Progressive Corporation by 21.9% during the third quarter, now holding 53,841 shares valued at $13.3 million. Insider selling has also occurred, with CFO John P. Sauerland and other insiders divesting shares worth millions. Analyst sentiment is generally mixed-to-cautious, with an average "Hold" rating and a consensus price target of $250.35, following several recent downgrades.
Progressive Corp. January Profit Up 4%
Progressive Corp. (PGR) reported a 4% increase in net income for January 2026, reaching $1.16 million or $1.98 per share, up from January 2025. Net premiums written rose 4% to $6.74 billion, and net premiums earned increased 5% to $6.92 billion. The company also saw a 10% growth in total policies in force, totaling 38.88 million.
Jackson Announces Excellent Fourth Quarter and Full Year 2025 Results
Jackson Financial Inc. (NYSE: JXN) reported strong Q4 and full-year 2025 results, demonstrating record retail annuity sales of $5.9 billion in Q4 and $19.7 billion for the full year, representing double-digit growth. The company achieved record adjusted operating earnings per diluted share and exceeded its capital return target for shareholders, affirming a robust 2026 outlook with an increased dividend and significant capital return target. These results highlight Jackson's strong market position, diversified product mix, and strategic partnerships supporting future growth.
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 Corp. (PGR) PT Raised to $232 at Keefe, Bruyette & Woods
Keefe, Bruyette & Woods analyst Meyer Shields raised the price target for Progressive Corp. (PGR) to $232. The article provides this update but highlights that further details are available only to premium subscribers. The announcement was made on February 18, 2026, and updated on February 19, 2026.
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.
NEOS Investment Management LLC Increases Stock Holdings in The Progressive Corporation $PGR
NEOS Investment Management LLC significantly increased its stake in The Progressive Corporation (NYSE:PGR) by 44.9% during the third quarter, now owning 67,502 shares valued at $16.67 million. Several other institutional investors also adjusted their positions in Progressive, reflecting varied investment strategies. The article also details Progressive's stock performance, dividend information, analyst ratings, and recent insider selling activity.
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.
Skandinaviska Enskilda Banken AB publ Sells 9,916 Shares of The Progressive Corporation $PGR
Skandinaviska Enskilda Banken AB publ reduced its stake in The Progressive Corporation by 1.4%, selling 9,916 shares in Q3 and now holding 685,100 shares valued at approximately $169.19 million. This makes Progressive its 23rd largest position, representing about 0.7% of its portfolio. Simultaneously, company insiders sold 12,443 shares worth about $2.72 million, with CFO John P. Sauerland selling 5,000 shares for $1.14 million.
Fidelity National Financial (FNF) Will Announce Earnings Tomorrow: What You Should Know
Fidelity National Financial (FNF) is set to announce its latest financial results tomorrow. The company previously exceeded revenue forecasts by 13% and reported $4.03 billion in revenue, an 11.9% increase year-over-year. Analysts anticipate a 1% year-over-year decrease in revenue to $3.58 billion for the upcoming quarter, with an average price target of $69.60 for FNF stock.
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.
Shell Asset Management Co. Sells 43,851 Shares of The Progressive Corporation $PGR
Shell Asset Management Co. significantly reduced its stake in The Progressive Corporation (NYSE:PGR) by selling 43,851 shares, decreasing its holdings by 72% to 17,050 shares, valued at $4.21 million. While Shell Asset Management Co. divested, several other institutional investors increased their positions in Progressive during the same period. Analyst ratings for Progressive are mixed, with a consensus "Hold" rating and a target price of $250.35, and recent insider transactions show stock sales by company executives.
Cincinnati Financial (CINF) Is Down 5.7% After Resilient Q4 Earnings And Record Cat Losses - What's Changed
Cincinnati Financial (CINF) reported resilient Q4 2025 earnings despite record catastrophe losses, with revenue rising to US$3,091 million and net income to US$676 million. The company renewed key reinsurance treaties on improved terms, which is expected to limit the impact of future large events. Analysts forecast continued revenue growth and a fair value of $174.80 for CINF, representing a 7% upside.
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.
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.
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.
FAF Q4 Earnings Top, Revenues Rise Y/Y on Strong Title Segment
First American Financial Corporation (FAF) reported strong fourth-quarter and full-year 2025 results, with operating earnings and revenues surpassing Zacks Consensus Estimates. The growth was primarily driven by its Title Insurance and Services segment, which saw increased direct premiums, escrow fees, and investment income. Despite higher operating expenses, the company maintained an expanded pretax margin and improved claim loss rates in its Home Warranty segment.
Palomar Q4 Earnings & Revenues Beat Estimates, Premiums Rise Y/Y
Palomar Holdings, Inc. (PLMR) reported strong fourth-quarter and full-year 2025 results, beating Zacks Consensus Estimates for earnings and revenues. The company saw significant growth in operating income, total revenues, and net earned premiums, driven by improved underwriting and investment income. Palomar also raised its 2026 adjusted net income guidance, reflecting a positive outlook.
The Progressive Corporation $PGR Shares Sold by Verde Servicos Internacionais S.A.
Verde Servicos Internacionais S.A. significantly reduced its stake in The Progressive Corporation (NYSE:PGR) by 37.8% in Q3, selling 24,732 shares and retaining 40,639 shares valued at approximately $10.04 million. Despite institutional ownership by hedge funds and other investors being high at 85.34%, analysts maintain a "Hold" rating with a consensus price target of $250.35, following several firms lowering targets or ratings. Additionally, company insiders sold 12,443 shares worth about $2.72 million in the last 90 days.
The Progressive Corporation (PGR) In a Phase of Robust Growth Amid Advertising Efficiency
The Progressive Corporation (PGR) is experiencing robust growth, driven by improved advertising efficiency, despite some analyst price target cuts. While UBS maintained a Buy rating and Goldman Sachs reiterated a Buy rating due to strong December and Q4 results, highlighting increased net premiums and income, Keefe, Bruyette & Woods lowered its price target citing concerns about moderation in policies in force growth. Progressive remains a leading American insurance company for personal and commercial autos, motorcycles, boats, RVs, and homes.
The Progressive Corporation (PGR) In a Phase of Robust Growth Amid Advertising Efficiency
The Progressive Corporation (PGR) is experiencing robust growth, with a recent 22% increase in net income for December and a 25% increase in the fourth quarter. Despite some analysts lowering price targets due to concerns about moderation in growth or property rate pressures, most maintain a positive outlook, citing strong revenue growth, improved advertising efficiency, and stable earnings per share estimates. Progressive remains a major player in the insurance industry, particularly in personal and commercial auto insurance.
The Progressive Corporation (PGR) In a Phase of Robust Growth Amid Advertising Efficiency
The Progressive Corporation (PGR) is experiencing robust growth despite recent price target cuts from UBS and Keefe, Bruyette & Woods. Goldman Sachs reiterated a Buy rating, citing strong December and Q4 results with significant increases in net premiums and net income. The company's future growth is expected to be driven by improved advertising efficiency and increased personal auto policies in force.
The Progressive Corporation (PGR) In a Phase of Robust Growth Amid Advertising Efficiency
The Progressive Corporation (PGR) is experiencing robust growth, driven by improved advertising efficiency. UBS and Goldman Sachs have maintained "Buy" ratings, with Goldman Sachs highlighting strong Q4 results and increased earnings per share estimates for 2026-2028. While Keefe, Bruyette & Woods issued a "Market Perform" rating due to concerns about policy-in-force growth moderation, they still expect the company to perform in line with the sector average.
Jefferies lowers Progressive stock price target to $216 on auto pressure
Jefferies has lowered its price target for Progressive Corp. (NYSE:PGR) to $216 from $230, while maintaining a Hold rating. The revision is based on anticipated competitive pressures in the Personal Auto market, leading to increased loss ratio and expense ratio projections for 2026-2028. Other analysts, however, have offered mixed sentiments, with some raising price targets and others expressing concerns about auto growth.
AIG Q4 Earnings Beat Estimates, Up Y/Y on Solid Underwriting
American International Group (AIG) reported strong fourth-quarter 2025 results, with adjusted earnings per share of $1.96, surpassing analyst estimates and increasing 51% year over year. The positive performance was largely driven by improved underwriting results in its North America Commercial and Global Personal segments. Despite a slight miss on adjusted operating revenues, the company demonstrated enhanced profitability and capital efficiency, including an improved combined ratio in its General Insurance segment.
Jefferies lowers Progressive stock price target to $216 on auto pressure
Jefferies has reduced its price target for Progressive Corp. (NYSE:PGR) from $230.00 to $216.00, maintaining a Hold rating due to anticipated competitive pressures in the Personal Auto market. The firm also lowered its earnings per share estimates for 2026-2028, citing slightly higher Personal Auto loss and expense ratio projections. This adjustment comes amidst mixed analyst sentiments, with some firms raising price targets and others expressing concerns about auto growth and reiterating lower ratings.
Jefferies lowers Progressive stock price target to $216 on auto pressure
Jefferies has lowered its price target for Progressive Corp. (NYSE:PGR) to $216 from $230, while maintaining a Hold rating, citing continued competitive pressure in the Personal Auto market. The firm also reduced its earnings per share estimates for 2026-2028 due to higher Personal Auto loss and expense ratio projections. Despite these adjustments, Jefferies' EPS forecasts remain slightly above consensus, and other analysts show mixed sentiment on Progressive's performance.
Progressive Corp. (PGR) PT Lowered to $216 at Jefferies
Jefferies analyst Andrew Andersen has lowered the price target for Progressive Corp. (NYSE: PGR) to $216 from $230, while maintaining a Hold rating. The reduction is based on updated model estimates following December results, citing higher Personal Auto liability ratio and expense ratio estimates for 2026-2028 due to continued competitive pressure. Despite the lower estimates, Jefferies' EPS forecasts remain slightly above street expectations.
Midwest Trust Co Reduces Holdings in The Progressive Corporation $PGR
Midwest Trust Co reduced its stake in The Progressive Corporation by 20.7% in Q3, selling over 10,000 shares. Despite this, other institutional investors, such as Allstate Corp, significantly increased their positions, with institutional ownership now at 85.34%. Analysts maintain a "Hold" rating on Progressive, with an average price target of $251.29, while recent insider selling has also been noted.
ProShare Advisors LLC Has $31.16 Million Position in The Progressive Corporation $PGR
ProShare Advisors LLC reduced its stake in The Progressive Corporation (NYSE:PGR) by 8.4% in the third quarter, now holding 126,167 shares valued at $31.16 million. Despite this, other institutional investors have increased their positions. Company insiders have also recently sold shares.
Impax Asset Management Group plc Trims Position in The Progressive Corporation $PGR
Impax Asset Management Group plc recently reduced its stake in The Progressive Corporation (NYSE:PGR) by 3.6%, selling 8,585 shares, although its remaining holdings are still valued at over $56 million. Institutional investors collectively own a significant 85.34% of Progressive's stock. The article also notes mixed analyst sentiment, with a consensus "Hold" rating, and recent insider selling activity.
Arch Capital Group ACGL Margins Soften As Combined Ratio Of 82.8% Tests Bullish Narratives
Arch Capital Group (ACGL) reported Q4 2025 revenue of US$4.9b and EPS of US$3.42, contributing to full-year revenue of US$19.9b and EPS of US$11.83. The company's net profit margin has softened from 24.5% to 21.9% over the past year, alongside an 82.8% trailing combined ratio, raising concerns for investors focused on profitability. Despite a slower 2% trailing earnings growth compared to the five-year average of 24.7%, Arch Capital's P/E ratio of 8x is below industry averages, suggesting a potential undervaluation against its DCF fair value.
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.
Progressive Corporation Stock Outlook: Is Wall Street Bullish or Bearish?
The Progressive Corporation (PGR) has underperformed the broader market and its industry ETF over the past year, with its stock down 19.6% while the S&P 500 rallied 15.6%. Despite this, analysts have a "Moderate Buy" consensus rating, with a mean price target suggesting a 24.8% upside following strong Q4 results that beat revenue forecasts. Citigroup recently reiterated a "Buy" rating, lowering its price target but still implying a significant potential upside for PGR.
Progressive Corporation Stock Outlook: Is Wall Street Bullish or Bearish?
The Progressive Corporation (PGR) has underperformed the broader market and a relevant ETF over the past year and year-to-date in 2026, despite beating Q4 revenue forecasts. Analysts maintain a "Moderate Buy" consensus on PGR, with an average price target suggesting a 24.8% upside. However, EPS is expected to decline by 11.1% in the current fiscal year.
Progressive Corporation Stock Outlook: Is Wall Street Bullish or Bearish?
Progressive Corporation (PGR) has underperformed the broader market and a comparable ETF over the last year, despite beating Q4 revenue forecasts. Analysts currently hold a "Moderate Buy" consensus for PGR, with a mean price target suggesting a 24.8% upside. The outlook is more bullish than a month ago, with some analysts maintaining "Buy" ratings and high price targets.
J.W. Cole Advisors Inc. Decreases Holdings in The Progressive Corporation $PGR
J.W. Cole Advisors Inc. significantly reduced its stake in The Progressive Corporation (NYSE:PGR) by 68.4% during Q3, selling 7,256 shares and holding 3,354 shares valued at $828,000. Other institutional investors also adjusted their positions, with hedge funds owning 85.34% of the company's stock. Analysts have provided mixed ratings, with an average "Hold" and a consensus price target of $251.29, while company insiders have recently sold shares worth over $2.7 million.
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.
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.
