Shared on 30 Oct 25
Fair value Decreased 4.30%Progressive's analyst price target has been revised downward from approximately $273 to $261, as analysts cite industry underperformance and company-specific developments such as lower than expected premium growth and the impact of one-time items on near-term results. Analyst Commentary Recent Street research on Progressive highlights a nuanced outlook, with both optimistic and cautious perspectives shaping the investment case.
Shared on 15 Oct 25
Fair value Decreased 1.95%Advanced Analytics Will Reshape Auto Insurance Amid Competition Risks
Progressive's analyst price target has decreased modestly, dropping by $5.42 to $272.74. Analysts point to slower revenue growth and profit margin pressures, partially offset by industry-wide improvements in catastrophe losses and continued earnings resilience.
Shared on 19 Sep 25
Fair value Decreased 3.36%Advanced Analytics Will Reshape Auto Insurance Amid Competition Risks
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 on 04 Sep 25
Fair value Increased 1.51%Advanced Analytics Will Reshape Auto Insurance Amid Competition Risks
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 on 07 May 25
Fair value Decreased 3.23%Advanced Analytics Will Reshape Auto Insurance Amid Competition Risks
Shared on 30 Apr 25
Fair value Decreased 3.56%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
AnalystConsensusTarget has decreased revenue growth from 10.4% to 9.3%.
Shared on 23 Apr 25
Fair value Increased 0.25%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 16 Apr 25
Fair value Decreased 0.04%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Fair value Increased 0.34%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Increased 4.20%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Increased 0.18%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 0.96%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Decreased 0.033%Acquiring Policies And Advancing Analytics Will Secure Insurance Resilience
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.