Q4 Earnings Forecast for Progressive Issued By Roth Capital

The Progressive Co. (NYSE:PGR) – Research analysts at Roth Capital raised their Q4 2025 EPS estimates for Progressive in a note issued to investors on Tuesday, February 25th. Roth Capital analyst H. Fong now forecasts that the insurance provider will post earnings of $3.77 per share for the quarter, up from their prior forecast of $3.75. The consensus estimate for Progressive’s current full-year earnings is $14.68 per share. Roth Capital also issued estimates for Progressive’s Q1 2026 earnings at $3.60 EPS, Q2 2026 earnings at $3.55 EPS, Q3 2026 earnings at $3.72 EPS, Q4 2026 earnings at $3.84 EPS and FY2026 earnings at $14.70 EPS.

Several other equities research analysts have also recently issued reports on the stock. TD Cowen raised their target price on shares of Progressive from $197.00 to $237.00 and gave the stock a “hold” rating in a research report on Friday, November 8th. Keefe, Bruyette & Woods decreased their price target on shares of Progressive from $295.00 to $294.00 and set an “outperform” rating on the stock in a report on Friday, January 10th. Barclays upped their price objective on Progressive from $261.00 to $264.00 and gave the stock an “equal weight” rating in a report on Tuesday, February 18th. StockNews.com upgraded Progressive from a “hold” rating to a “buy” rating in a report on Tuesday. Finally, Roth Mkm upped their price target on Progressive from $290.00 to $315.00 and gave the stock a “buy” rating in a research note on Tuesday. Six equities research analysts have rated the stock with a hold rating and thirteen have issued a buy rating to the stock. Based on data from MarketBeat.com, Progressive presently has an average rating of “Moderate Buy” and an average target price of $277.59.

Progressive Stock Up 2.2 %

Shares of NYSE:PGR opened at $278.62 on Wednesday. The company has a current ratio of 0.31, a quick ratio of 0.30 and a debt-to-equity ratio of 0.27. The firm has a market cap of $163.22 billion, a price-to-earnings ratio of 19.35, a PEG ratio of 1.70 and a beta of 0.42. The stock’s 50-day moving average price is $247.97 and its two-hundred day moving average price is $250.14. Progressive has a 12-month low of $186.94 and a 12-month high of $279.93.

Progressive (NYSE:PGR) last issued its quarterly earnings results on Wednesday, January 29th. The insurance provider reported $4.08 earnings per share for the quarter, beating the consensus estimate of $3.44 by $0.64. Progressive had a return on equity of 33.79% and a net margin of 11.25%.

Institutional Trading of Progressive

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Webster Bank N. A. bought a new stake in shares of Progressive in the 4th quarter valued at approximately $26,000. Hager Investment Management Services LLC acquired a new position in Progressive in the fourth quarter worth $28,000. Atlantic Edge Private Wealth Management LLC increased its stake in Progressive by 54.7% during the fourth quarter. Atlantic Edge Private Wealth Management LLC now owns 116 shares of the insurance provider’s stock valued at $28,000 after purchasing an additional 41 shares during the last quarter. Minot DeBlois Advisors LLC acquired a new stake in shares of Progressive during the fourth quarter worth $28,000. Finally, Valley National Advisers Inc. lifted its position in shares of Progressive by 3,000.0% in the 4th quarter. Valley National Advisers Inc. now owns 124 shares of the insurance provider’s stock worth $29,000 after buying an additional 120 shares during the last quarter. 85.34% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, insider Lori A. Niederst sold 3,855 shares of Progressive stock in a transaction on Thursday, January 30th. The shares were sold at an average price of $247.06, for a total value of $952,416.30. Following the completion of the sale, the insider now owns 39,040 shares in the company, valued at approximately $9,645,222.40. The trade was a 8.99 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO John P. Sauerland sold 10,000 shares of the stock in a transaction on Friday, November 29th. The shares were sold at an average price of $268.09, for a total transaction of $2,680,900.00. Following the transaction, the chief financial officer now owns 292,958 shares in the company, valued at $78,539,110.22. This trade represents a 3.30 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 56,361 shares of company stock worth $13,983,575. 0.34% of the stock is currently owned by corporate insiders.

Progressive Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 16th. Stockholders of record on Thursday, January 9th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.14%. The ex-dividend date of this dividend was Friday, January 10th. Progressive’s payout ratio is 2.78%.

About Progressive

The Progressive Corporation, an insurance holding company, provides personal and commercial auto, personal residential and commercial property, business related general liability, and other specialty property-casualty insurance products and related services in the United States. It operates in three segments: Personal Lines, Commercial Lines, and Property.