The Progressive Corporation

NYSE:PGR 株式レポート

時価総額:US$113.4b

Progressive 配当と自社株買い

配当金 基準チェック /56

Progressive配当を支払う会社であり、現在の利回りは7.06%で、収益によって十分にカバーされています。

主要情報

7.1%

配当利回り

0.5%

バイバック利回り

総株主利回り7.6%
将来の配当利回り3.4%
配当成長18.3%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向70%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha Apr 29

Progressive Stock Crash Explained: Strong Business, Falling Shares?

Summary Scott of Seeking Profits joins Nicole Benjamin on Portfolio Pulse to discuss why Progressive’s price drop creates a value opportunity despite investor fears of peaking insurance margins. He breaks down how the company’s high-liquidity investment portfolio provide a fundamental safety net against real-world inflation and catastrophic claims. Read the full article on Seeking Alpha
ナラティブ更新 Apr 23

PGR: Expense Efficiencies And Underwriting Discipline Will Support Earnings Through Cycle Changes

Analysts now see Progressive's fair value at $284.03, down from $302.85. This reflects updated views on slightly softer revenue growth, a modestly lower profit margin outlook, and a reduced future P/E multiple, even as recent Street targets have moved both higher and lower on near term pricing power, claims trends, and expense efficiency.
新しいナラティブ Apr 13

Progressive Corp (PGR): The "Data Sovereign" and the 2026 Underwriting Masterclass

The Progressive Corporation (PGR) entered the mid-April 2026 trading sessions at $212.15 USD on the NYSE, continuing its streak as the gold standard of the property and casualty insurance sector. The central narrative for 2026 is "The Mathematical Moat" : While competitors are still struggling to price risk in an era of skyrocketing vehicle repair costs and climate-driven property losses, Progressive has utilized its two-decade lead in telematics and real-time data ingestion to maintain a market-leading combined ratio of 88.5%.
ナラティブ更新 Apr 07

PGR: AI Expense Efficiencies Will Support Future Earnings Despite Softer Expectations

Analyst price targets for Progressive have edged lower by about $1, reflecting slightly softer assumptions on revenue growth and margins, even as many analysts still highlight areas like AI driven expense efficiencies and personal auto policy growth in their views. Analyst Commentary Street research on Progressive has turned more cautious on valuation, with a series of target cuts across banks and research houses, even as some firms still point to execution strengths in core auto and expense management.
ナラティブ更新 Mar 24

PGR: Policy In Force Expansion And Efficiency Gains Will Support Future Earnings

Analysts have trimmed the Progressive price target by about $5 to reflect slightly lower assumptions for fair value, revenue growth, profit margins, and future P/E. They cite softer auto pricing power, modestly lower premium growth, and a more competitive personal auto market, while also highlighting operating efficiencies and policy-in-force growth as ongoing supports.
ナラティブ更新 Mar 09

PGR: Softening Cycle And Policy Momentum Will Support Future Earnings Power

The Analyst Price Target for Progressive edges down by about $1 to $238.10 as analysts factor in slightly lower valuation multiples, modestly softer premium growth, and more conservative assumptions for net investment income, while still recognizing steady policy growth and profitability expectations reflected in recent Street research. Analyst Commentary Recent research shows a mix of cautious tweaks and ongoing confidence in Progressive, with most firms trimming price targets rather than making wholesale changes to their broader views on the business.
ナラティブ更新 Feb 23

PGR: Softening Cycle And Policy Momentum Will Support Future Earnings Power

Our fair value estimate for Progressive has been trimmed by about $10 to $239, as analysts factor in slightly softer premium and policy growth, modest pressure on margins, and more conservative assumptions for investment income and future P/E multiples following a series of lower Street price targets. Analyst Commentary Recent Street research around Progressive reflects a mixed but generally engaged view, with multiple firms fine-tuning their price targets and assumptions rather than making wholesale shifts in stance.
ナラティブ更新 Feb 09

PGR: Underwriting Strength And Policy Momentum Will Support Earnings Through Cycle Changes

Analysts have trimmed their price targets on Progressive, with the updated fair value estimate moving from about $325 to about $303 as they factor in expectations for softer revenue growth, a slightly higher discount rate, a lower future P/E, and modestly higher profit margins. Analyst Commentary Recent Street research around Progressive has been mixed, but there are several clear positive threads that stand out for investors watching how professionals are framing the story.
ナラティブ更新 Jan 24

PGR: Softening Insurance Cycle Will Test But Not Derail Earnings Power

Analysts have trimmed their price targets on Progressive, lowering our fair value estimate by about $6 to $248.98. This reflects slightly lower assumed profit margins and a reduced future P/E multiple, partially offset by modestly higher revenue growth expectations.
ナラティブ更新 Jan 09

PGR: Softer P&C Cycle Will Pressure Margins Despite Policy Momentum

Analysts have trimmed their fair value estimate for Progressive from US$215.56 to US$191.52, as they factor in softer P&C pricing and a lower future P/E of about 15x, while still seeing support from personal lines trends and policy growth. Analyst Commentary Recent Street research on Progressive reflects a mix of optimism on policy growth and margin resilience, alongside a more cautious tone on the broader P&C cycle and the stock's valuation.
ナラティブ更新 Dec 26

PGR: Reaccelerating Auto Policy Additions Will Drive Earnings Power Through 2025

Analysts have nudged our fair value estimate for Progressive slightly lower to $255.13 from $257.44, reflecting a modest reset in top-line growth expectations, while still highlighting resilient underwriting profitability, accelerating personal auto policy growth, and lighter catastrophe losses that together support higher earnings power over time. Analyst Commentary Street research on Progressive reflects a broadly constructive fundamental backdrop with some valuation discipline and event driven caution.
ナラティブ更新 Dec 12

PGR: Strong Underwriting And Policy Momentum Will Drive Earnings Power Ahead

Analysts modestly reduced their price target on Progressive to about $325 from roughly $344, reflecting slightly lower assumptions for revenue growth and profit margins. They also cite resilient policy growth, solid underwriting performance, and ongoing earnings power as supporting the stock's longer term value.
ナラティブ更新 Nov 27

PGR: Improving Margins And Customer Additions Will Drive Stronger Performance Through 2025

Progressive's analyst price target has been modestly lowered, declining by approximately $2 to around $257, as analysts cite recent fluctuations in policy growth and underlying profitability trends that support their revised outlook. Analyst Commentary Recent analyst commentary on Progressive reflects a dynamic outlook, with both bullish and bearish perspectives shaping the current consensus.
ナラティブ更新 Nov 13

PGR: Sustained Margin Strength And Share Repurchases Will Support Outperformance Ahead

The analyst price target for Progressive has been revised downward by nearly $2 to approximately $259 per share. Analysts cite recent policyholder credits and mixed sector performance as reasons for moderating expectations.
ナラティブ更新 Oct 30

PGR: Earnings Momentum Will Outpace Sector Headwinds Amid Market Shifts

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.
ナラティブ更新 Oct 15

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.
ナラティブ更新 Sep 19

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.
分析記事 Sep 18

Progressive (NYSE:PGR) Will Pay A Dividend Of $0.10

The board of The Progressive Corporation ( NYSE:PGR ) has announced that it will pay a dividend of $0.10 per share on...
ナラティブ更新 Sep 04

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.
分析記事 Aug 21

Progressive (NYSE:PGR) Has Announced A Dividend Of $0.10

The Progressive Corporation's ( NYSE:PGR ) investors are due to receive a payment of $0.10 per share on 10th of...
分析記事 Jul 02

Progressive (NYSE:PGR) Is Paying Out A Dividend Of $0.10

The board of The Progressive Corporation ( NYSE:PGR ) has announced that it will pay a dividend on the 11th of July...
分析記事 Jun 18

Progressive (NYSE:PGR) Is Paying Out A Dividend Of $0.10

The Progressive Corporation ( NYSE:PGR ) has announced that it will pay a dividend of $0.10 per share on the 11th of...
分析記事 May 22

Progressive (NYSE:PGR) Will Pay A Dividend Of $0.10

The Progressive Corporation's ( NYSE:PGR ) investors are due to receive a payment of $0.10 per share on 11th of July...
Seeking Alpha Apr 21

Progressive Corporation: Performance Remains Strong, But Valuation Is Elevated

Summary Progressive Corporation has gained 27% over the past year, retaining most gains despite market sell-off, with solid Q1 results indicating strong performance. PGR's frequent monthly reporting provides transparency. Q1 earnings missed by $0.35 due to $212 million in securities losses, but revenue surged 17% with strong premium growth. Investments in technology and AI have increased expenses, but improved loss performance and a strong combined ratio suggest future profitability and operational efficiency. Despite potential headwinds from higher car prices due to tariffs, Progressive's clean balance sheet, strong underwriting, and defensive nature make it a 'Hold' with a full valuation. Read the full article on Seeking Alpha
Seeking Alpha Apr 12

The Progressive Corporation: Earnings Have Exploded, Take Advantage Of Recent Price Drop And Buy

Summary Progressive is rated a buy due to its record-breaking financial performance, robust growth in net premiums, and significant market share gains in 2024. Despite a recent share price drop, PGR has seen a 239% gain over 5 years and continues to outperform its peers. PGR's revenue nearly doubled in 5 years, with net income up 11.5x in two years, driven by strategic advertising and policy growth. The P&C insurance industry remains resilient amidst economic uncertainties, making PGR a strong investment opportunity with continued earnings growth potential. Read the full article on Seeking Alpha
Seeking Alpha Mar 18

Progressive: Fundamentally Strong, But Earning Multiples Are Elevated, Hold For Now

Summary Progressive Corp reported strong Q4 and FY results, with a 21% increase in net written premiums and over 5 million new policies in 2024. The company is well-positioned for 2025, with improved pricing expected to support margin expansion and EPS growth, despite a slightly elevated valuation multiple. Risks include market saturation, potential recession impacts, and a slowdown in growth rates, which could affect investor expectations and valuation. I rate Progressive a 'hold' due to its strong fundamentals but elevated earnings multiple, awaiting a better entry point. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Progressive: One Of The Most Resilient Uptrends, Still Fairly Priced

Summary Progressive is one of the largest and most recognized players in the U.S. insurance market with an efficient business model that relies on online sales. The Company’s growth potential, combined with outstanding ROCE and ROTC performance, makes it a highly attractive investment opportunity. The stock’s long-term upward movement confirms its financial strength, with 205% gains in the past five years. The intense liquidations triggered by the wildfires in California led the stock to its first notable support levels, generating a buy signal. Read the full article on Seeking Alpha
Seeking Alpha Jan 21

Progressive: Profitability And Valuations Indicates Hold

Summary Progressive Corporation is a "hold" due to its strong financials and profitability, despite current technical indicators suggesting a continued correction. PGR's revenue has been increasing steadily, with a 26.74% YoY growth in the last quarter, and net income showing significant improvement since 2023. The company's dividend yield is competitive within the sector, supported by strong free cash flow and a low payout ratio. Despite high forward P/E compared to the sector, PGR's profitability ratios and historical trends indicate a positive long-term outlook. Read the full article on Seeking Alpha
Seeking Alpha Jan 04

Progressive: A Priced-For-Perfection Industry Outperformer

Summary Progressive Corporation excels in the U.S. auto insurance market with superior underwriting performance, driven by a low expense ratio and consistent profitability. The company has achieved remarkable growth, with a 1,000% gain over the past decade and a 50% total return in 2024. Despite its premium valuation, Progressive remains a compelling long-term investment due to its operational efficiency, financial strength, and high growth rates. Risks include underwriting and market risks, but Progressive's conservative investment approach and steady performance mitigate these concerns. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: PGRの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: PGRの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Progressive 配当利回り対市場
PGR 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (PGR)7.1%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Insurance)2.7%
アナリスト予想 (PGR) (最長3年)3.4%

注目すべき配当: PGRの配当金 ( 7.06% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。

高配当: PGRの配当金 ( 7.06% ) はUS市場 ( 4.24% ) の配当支払者の中で上位 25% に入っています。


株主への利益配当

収益カバレッジ: PGRの配当金は、合理的な 配当性向 ( 70.5% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: PGRの 現金配当性向 ( 49.5% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 12:09
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Progressive Corporation 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41

アナリスト機関
Jacob KilsteinArgus Research Company
Taylor ScottBarclays
Jay GelbBarclays