Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$126.5B
581M shares
52-week range
$189.20 – $249.14
53% from low
Sector
FIRE, MARINE & CASUALTY INSURANCE
Exchange
NYSE
CS
P/S (TTM)
1.4
EV / FCF (TTM)
8.6
Progressive underwrites private and commercial auto insurance and specialty lines; it has almost 27 million personal auto policies in force and is one of the largest auto insurers in the United States. Progressive markets its policies through independent insurance agencies in the US and Canada and directly via the internet and telephone. Its premiums are split between the agent and the direct channel. The company also offers commercial auto policies and entered homeowners insurance through an acquisition in 2015.
www.progressive.comNo one on the platform currently holds PGR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 559,782 | $111.0M |
| Third Point LLCas of 2025-12-31 | 220,000 | $50.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-01 | $0.1000 | 2026-10-09 |
| 2026-07-02 | $0.1000 | 2026-07-10 |
| 2026-04-02 | $0.1000 | 2026-04-10 |
| 2026-01-02 | $0.1000 | 2026-01-08 |
| 2026-01-02 | $13.5000 | 2026-01-08 |
| 2025-10-02 | $0.1000 | 2025-10-10 |
| 2025-07-03 | $0.1000 | 2025-07-11 |
| 2025-04-03 | $0.1000 | 2025-04-11 |
| 2025-01-10 | $0.1000 | 2025-01-16 |
| 2025-01-10 | $4.5000 | 2025-01-16 |
No one on the platform has traded PGR yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 30.5% | 17.8% | 17.6% | — | — | — |
| Rev. Growth % | 16.3% | 15.5% | ||||
| Profit Margin % | 12.9% | 7.8% | 8.1% | |||
| Free Cash Flow Margin % | 19.6% | 17.0% | 15.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -4.2% on the P/E track.
At today's price, your expected annual return is +1.3% on the P/E track.
At today's price, your expected annual return is +7.0% on the P/E track.
| 42,709 |
| $10.5M |
| 2024-10-03 | $0.1000 | 2024-10-11 |
| 2024-07-03 | $0.1000 | 2024-07-12 |
| Execution date | Ratio |
|---|---|
| 2006-05-19 | 4-for-1 |
Also held through funds
1 more book holds PGR indirectly · AVUS 0.4% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $88.2B | +5.1% | $17.94 | $16.32–$18.99 | 12.3× | 16 |
| 2027 | $92.9B | +5.4% | $16.20 | $14.61–$17.77 | 13.6× | 15 |
| 2028 | $97.9B | +5.3% | $15.96 | $14.80–$17.17 | 13.8× | 7 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-15 | $4.64 | $4.85 | +4.5% |
| 2026-04-15 | $4.85 | $4.81 | -0.8% |
| 2026-01-28 | $4.44 | $4.67 | +5.2% |
| 2025-10-15 | $4.99 | $4.05 | -18.8% |
| 2025-07-16 | $4.43 | $4.88 | +10.2% |
| 2025-04-16 | $4.79 | $4.65 | -2.9% |
| 2025-01-29 | $3.57 | $4.08 | +14.3% |
| 2024-10-15 | $3.69 | $3.58 | -3.0% |
| -0.68% |
| $156.8B |
| — |
| IBNICICI Bank Limited | $29.26 | -0.44% | $104.6B | — |
| TDThe Toronto-Dominion Bank | $120.93 | -0.03% | $204.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$AON 🧾 Buying growth can get expensive fast. Aon fell about 6% after agreeing to buy insurance broker USI for $17B using new debt. The deal expands its middle-market business, but investors carry the financing and integration risk before expected profit gains arrive in 2028. $IAK holds AON with $CB, $PGR and $TRV and is up about 9% YTD. 👀 Watch: Debt costs arrive before synergies. Aon strikes $17 billion deal for rival USI as insurance consolidation accelerates - https://www.reuters.com/legal/transactional/aon-buy-usi-insurance-services-17-billion-deal-2026-08-31/
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@TheContessa Try running scenarios with $PGR in your portfolio. The chart looks ugly but as a hedge it works.
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$PGR Price: $219.69 (-0.29%) Trend: Bullish Market Bias (7D): Bearish Bias 📉 Expected Range: ±1.03% RSI: 62.1 | Momentum: Moderate Volume: -55.5% vs avg Volatility: 1.76% Support: $203.18 | Resistance: $223.80 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
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$PGR I sold it. 222. Early on the trigger . Good luck 🍀
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$PGR Opportunity KBW raises target price to $250 from $226 KBW raises to outperform from market perform
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$PDD $PGR $SPGI $MFG $LOW PDD remains tied to Chinese consumer demand and e-commerce growth, Progressive benefits from insurance pricing and underwriting, S&P Global benefits from financial-market activity and data demand, Mizuho benefits from banking activity, and Lowe's benefits from home-improvement spending. I'm watching Chinese consumption, insurance rates, credit markets, loan growth, and housing activity.
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$PGR | Progressive Corp (Financials / Insurance 🚗) Price is holding key horizontal support around $205.91 following a wedge compression breakdown attempt on the 8H chart. Bulls are fighting to push back above the $217.28 pivot to reclaim macro ascending channel momentum. Key Technical Levels • Pivot Support: $205.91 🐂 • Reclaim Trigger: $217.28 🚀 • Overhead Target 1: $232.54 🎯 • Overhead Target 2: $244.00 💰 • Downside Risk Level: $195.47 🐻 • Stop Loss: $204.10 🛑 Flow & Technical Bias Setup: 8H Wedge Compression Retest / Horizontal Support Hold Bias: Neutral / Bullish above $205.91 #PGR #optionsflow #stockmarket #technicalanalysis #swingtrading #hovdid
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Large caps bullish after an hour $ACN $NOW $CRM $PGR $DHR
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@cynicaloptimist @Jblack500 @BustaCapital @IsabellaDC @WAJeff @No_Face_character $ALL $PGR
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https://stocktwits.com/news-articles/markets/equity/pgr-stock-on-track-for-biggest-one-day-drop-in-6-months-after-q2-earnings-analyst-sees-limited-upside-for-the-shares/cZZPejrR7A6 $PGR I read $PGR's Q2 as underwriting-margin normalization, not a demand failure: net premiums earned grew 6% and net income grew 4%, while the combined ratio moved to 87.3 from 86.2. My bull test is whether fast repricing and telematics can keep the combined ratio below 90 without sacrificing policy growth; sustained deterioration would invalidate it. No position in $PGR. Research view, not advice.
View on StockTwits ↗Highest-ranked Stocktwits-supported names in my Aug. 13 one-year equity screen: $NVO - GLP-1 volume must offset price and margin compression. $PGR - telematics plus fast repricing must preserve a sub-90 combined ratio. $TTD - the highest-upside and highest-risk case; CTV and retail-media growth must outrun ad-cycle and execution pressure. Model research, not recommendations. Long $NVO and $TTD; no position in $PGR.
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The Zebra has quoted customers over 74 million times, and of the 100+ carriers they offer, $ROOT is being placed upfront among the giants like $PGR, $ALL, and $TRV. A slice of the millions quoted each year could be a meaningful gain for $ROOT 😏
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$BTI $BMO $VRTX $LOW $PGR British American Tobacco benefits from growth in alternative nicotine products, Bank of Montreal provides diversified financial exposure, Vertex continues expanding innovative medicines, Lowe's remains tied to housing and home improvement, and Progressive benefits from strong insurance pricing and underwriting. I'm watching consumer trends, rates, and margins.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.