Shared on19 Sep 25Fair value Decreased 3.36%
Progressive’s consensus price target was revised downward to $278.16, as analysts balanced solid recent earnings and investment income against growing concerns over softer policy growth, intensifying competition, and margin normalization, which are expected to cap near-term upside. Analyst Commentary Bullish analysts cite recent earnings outperformance, particularly in July and August, driving upward EPS revisions and improved investment income outlooks despite ongoing competitive pressures.
Shared on04 Sep 25Fair value Increased 1.51%
Analysts cite persistent profit margin strength but growing caution around slowing growth prospects, increased competition, and sector headwinds—factors that offset upside potential and result in the consensus Analyst Price Target remaining unchanged at $283.56. Analyst Commentary Bullish analysts cite Progressive's consistent outperformance on profit margins, with recent operating EPS beats exceeding expectations and normalized underwriting margin forecasts being revised slightly higher into 2027.
Shared on30 Apr 25Fair value Decreased 3.56%
AnalystConsensusTarget has decreased revenue growth from 10.4% to 9.3%.
Shared on23 Apr 25Fair value Increased 0.25%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on16 Apr 25Fair value Decreased 0.04%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Increased 0.34%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 4.20%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Increased 0.18%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Increased 0.96%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Decreased 0.033%
AnalystConsensusTarget has decreased revenue growth from 14.9% to 11.7%, increased profit margin from 6.7% to 9.0% and decreased future PE multiple from 25.4x to 21.5x.