PGR

PROGRESSIVE CORP/OH/

NYSE · Fire, Marine & Casualty Insurance · Inc. OH · CIK 0000080661
$200.26 -1.84% $117.0B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)Congressional Activity (3)
Vol
Market Cap$117.0B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders11 funds
Inst. Value$22.7B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$1.6M
SEC Reports11
Press Releases3
Congressional6 trades
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. OH·CIK 0000080661·Prev Close $204.02

Recent Activity

Jun 8, 2026 SEC
Two PGR insiders (Claims President and CIO) sold a combined $1.41M in open-market sales on June 5, 2026, at $200/share.
CLUSTER — Impact 2/10
Jun 5, 2026 Insider
Murphy John Jo sold 5,916 shares
Claims President @ $200.00 ($1.2M)
Jun 5, 2026 Insider
Broz Steven sold 1,157 shares
Chief Information Officer @ $200.00 ($231.4K)
May 20, 2026 SEC
Progressive reported April 2026 monthly results: net premiums earned grew 7% YoY to $7.1B, net income rose 10% to $1.09B
8-K — Impact 5/10
May 20, 2026 SEC
Progressive reported April 2026 monthly results with net premiums earned up 7% YoY to $7.1B and net income up 10% to $1.
PRESS-RELEASE — Impact 5/10
May 8, 2026 Insider
Bleser Philip sold 1,145 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
8,062,944 shares ($1.8B)
Inst.
FMR LLC — TRIM
6,905,761 shares ($1.6B)

Price Targets

$230.86 +15.4% upside Buy
Current $200.13 Low $190.00 Median $220.00 High $331.00 21 analysts
$190.00 $331.00

Analyst Ratings

Hold42% buy · 31 analysts
3Strong Buy
10Buy
17Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 B of A Securities MAINTAIN Buy → Buy
May 21, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 21, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 16, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 16, 2026 BMO Capital MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.77 $3.31 — $4.37 -23% YoY 20
Next Q $3.58 ▲ +2.5% $2.55 — $4.36 -12% YoY 19
Current FY $16.40 ▲ +0.7% $14.61 — $18.36 -10% YoY 22
Next FY $16.19 $14.48 — $18.20 -1% YoY 21

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$12.6B
BANK OF AMERICA CORP$3.1B
MORGAN STANLEY$2.2B
NORGES BANK$1.8BNEW
FMR LLC$1.6BTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Murphy JohnSELL$1.2M
Jun 5, 2026Broz StevenSELL$231.4K
May 8, 2026Bleser PhilipA$0.00
May 8, 2026Burgdoerfer StuartA$0.00
May 8, 2026Craig PamelaA$0.00

Congressional Trades

3 members: 5 buys, 1 sells
MemberPartyTypeAmount
David TaylorRBUY$1,001 - $15,000
Ro KhannaDBUY$1,001 - $15,000
Ro KhannaDBUY$15,001 - $50,000
11 institutional holders with $22.7B total value (99,883,338 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC55,261,140$12.6B55.3%
2BANK OF AMERICA CORP /DE/13,396,950$3.1B13.4%
3MORGAN STANLEY9,488,160$2.2B9.5%
4NORGES BANK8,062,944$1.8B8.1%NEW
5FMR LLC6,905,761$1.6B6.9%TRIM -43.4%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,376,173$996.5M4.4%NEW
7WELLS FARGO & COMPANY/MN1,166,828$265.7M1.2%
8TWO SIGMA INVESTMENTS, LP946,277$215.5M0.9%DOUBLED +185.4%
9RENAISSANCE TECHNOLOGIES LLC264,300$60.2M0.3%TRIM -34.6%
10Tweedy, Browne Co LLC13,711$3.1M0.0%TRIM -30.2%
11ARIEL INVESTMENTS, LLC1,094$249.1K0.0%ADD +40.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW8,062,944$1.8B2025-Q4
FMR LLCTRIM12,204,8876,905,761-43.4%$1.6B2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED325,341928,549+185.4%$229.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM482,200315,500-34.6%$77.9M2025-Q3
ARIEL INVESTMENTS, LLCADD7851,100+40.1%$271.6K2025-Q3
NORGES BANKEXIT8,082,6600-100.0%$0.002025-Q3
NORGES BANKNEW8,082,660$2.2B2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED6,322325,341+5046.2%$86.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM811,000567,700-30.0%$160.7M2025-Q1
CITADEL ADVISORS LLCTRIM1,550,807406,152-73.8%$114.9M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT938,0276,322-99.3%$1.8M2025-Q1
ARIEL INVESTMENTS, LLCNEW828$234.3K2025-Q1
NORGES BANKEXIT7,691,8530-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCADD623,800811,000+30.0%$194.3M2024-Q4
Tweedy, Browne Co LLCTRIM20,89114,586-30.2%$3.5M2024-Q4
ARIEL INVESTMENTS, LLCEXIT8690-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,836,218$973.5M2024-Q3
24 unique insiders with 3 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Murphy John JoClaims PresidentSELL5,916$200.00$1.2M
Jun 5, 2026Broz StevenChief Information OfficerSELL1,157$200.00$231.4K
May 8, 2026Bleser PhilipDirectorA1,145$0.00$0.00
May 8, 2026Burgdoerfer Stuart BDirectorA1,238$0.00$0.00
May 8, 2026Craig Pamela J.DirectorA1,207$0.00$0.00
May 8, 2026DAVIS CHARLES ADirectorA1,959$0.00$0.00
May 8, 2026FARAH ROGER NDirectorA2,011$0.00$0.00
May 8, 2026FITT LAWTON WDirectorA3,093$0.00$0.00
May 8, 2026Johnson Devin CDirectorA1,908$0.00$0.00
May 8, 2026Snyder Barbara RDirectorA1,779$0.00$0.00
May 8, 2026Van Dyke KahinaDirectorA1,856$0.00$0.00
May 8, 2026KELLY JEFFREY DDirectorA1,098$0.00$0.00
Apr 16, 2026Johnson Devin CDirectorSELL980$203.10$199.0K
Apr 13, 2026WITALEC DANIEL JChief Strategy OfficerA1,481$0.00$0.00
Apr 10, 2026Bailo KarenCommercial Lines PresidentA7.328$0.00$0.00
Apr 10, 2026Bauer Jonathan S.Chief Investment OfficerA6.153$0.00$0.00
Apr 10, 2026Broz StevenChief Information OfficerA6.355$0.00$0.00
Apr 10, 2026Callahan Patrick KPersonal Lines PresidentA7.808$0.00$0.00
Apr 10, 2026Callahan Patrick KPersonal Lines PresidentA49.678$0.00$0.00
Apr 10, 2026Clawson William L. IIChief Human Resources OfficerA5.945$0.00$0.00
Apr 10, 2026Griffith Susan PatriciaPresident and CEOA15.363$0.00$0.00
Apr 10, 2026Joyce Carl GChief Accounting OfficerA1.143$0.00$0.00
Apr 10, 2026Murphy John JoClaims PresidentA6.992$0.00$0.00
Apr 10, 2026Niederst Lori ACRM PresidentA6.478$0.00$0.00
Apr 10, 2026Pumarejo MaribelChief Marketing OficerA3.948$0.00$0.00
Apr 10, 2026Quigg Andrew JChief Strategy & Finance ManagA6.178$0.00$0.00
Apr 10, 2026Sauerland John PVP and Chief Financial OfficerA8.508$0.00$0.00
Apr 10, 2026Stringer David MVice Pres, Secretary and CLOA0.06$0.00$0.00
Apr 10, 2026Stringer David MVice Pres, Secretary and CLOA4.649$0.00$0.00
Apr 10, 2026Bleser PhilipDirectorD739$0.00$0.00
Apr 10, 2026DAVIS CHARLES ADirectorA1,248$0.00$0.00
Apr 10, 2026FARAH ROGER NDirectorA1,301$0.00$0.00
Apr 10, 2026Bleser PhilipDirectorA12.712$0.00$0.00
Apr 10, 2026Craig Pamela J.DirectorD781$0.00$0.00
Apr 10, 2026Craig Pamela J.DirectorA781$0.00$0.00
Apr 10, 2026DAVIS CHARLES ADirectorD1,248$0.00$0.00
Apr 10, 2026DAVIS CHARLES ADirectorA2.561$0.00$0.00
Apr 10, 2026FARAH ROGER NDirectorD1,301$0.00$0.00
Apr 10, 2026FITT LAWTON WDirectorD1,986$0.00$0.00
Apr 10, 2026FITT LAWTON WDirectorA1,986$0.00$0.00
Apr 10, 2026Snyder Barbara RDirectorA11.389$0.00$0.00
Apr 10, 2026WITALEC DANIEL JChief Strategy OfficerA2.281$0.00$0.00
Mar 24, 2026Bauer Jonathan S.Chief Investment OfficerA2,926$0.00$0.00
Mar 24, 2026Broz StevenChief Information OfficerA2,926$0.00$0.00
Mar 24, 2026Joyce Carl GChief Accounting OfficerA751$0.00$0.00
Mar 24, 2026Murphy John JoClaims PresidentA3,218$0.00$0.00
Mar 24, 2026Clawson William L. IIChief Human Resources OfficerA2,926$0.00$0.00
Mar 24, 2026Bailo KarenCommercial Lines PresidentA3,413$0.00$0.00
Mar 24, 2026Griffith Susan PatriciaPresident and CEOA5,608$0.00$0.00
Mar 24, 2026Callahan Patrick KPersonal Lines PresidentA3,535$0.00$0.00
11 SEC filing reports analyzed. Sentiment: 1 bullish, 3 bearish, 1 mixed, 6 neutral. Avg impact: 4.5/10.
Current analyst consensus: Hold (42% buy). Based on 31 analysts: 3 strong buy, 10 buy, 17 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$230.86 mean target +15.4% upside Buy (2.58)
$190.00 Low $331.00 High
MetricValue
Current Price$200.13
Target Low$190.00
Target Mean$230.86
Target Median$220.00
Target High$331.00
# Analysts21
RecommendationBuy (2.58)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.77 $3.31 $4.37 -22.7% +0.3% 11↑ 7↓ $21.2B 5.8% 20
Next Q
2026-09-30
$3.58 $2.55 $4.36 -11.6% +2.5% 10↑ 8↓ $22.7B 6.0% 19
Current FY
2026-12-31
$16.40 $14.61 $18.36 -10.1% +0.7% 7↑ 6↓ $88.0B 5.8% 22
Next FY
2027-12-31
$16.19 $14.48 $18.20 -1.3% +0.4% 9↑ 7↓ $94.7B 7.6% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.771
7d ago$3.747+0.024
30d ago$3.758+0.013
60d ago$3.783-0.011
90d ago$3.754+0.017
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 B of A Securities MAINTAIN Buy Buy
May 21, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 21, 2026 B of A Securities MAINTAIN Buy Buy
Apr 16, 2026 B of A Securities MAINTAIN Buy Buy
Apr 16, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Apr 16, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 14, 2026 B of A Securities MAINTAIN Buy Buy
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Mar 31, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Mar 25, 2026 B of A Securities MAINTAIN Buy Buy
Mar 24, 2026 Jefferies MAINTAIN Hold Hold
Mar 23, 2026 UBS MAINTAIN Neutral Neutral
Mar 20, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 19, 2026 B of A Securities MAINTAIN Buy Buy
Mar 19, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Mar 19, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 11, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 10, 2026 B of A Securities MAINTAIN Buy Buy
Feb 23, 2026 UBS MAINTAIN Neutral Neutral
Feb 19, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 19, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 19, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Feb 4, 2026 Citigroup MAINTAIN Buy Buy
Jan 30, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 29, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 29, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 29, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jan 15, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Barclays UPGRADE Equal-Weight Overweight
Jan 7, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 7, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Dec 23, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 19, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 18, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Dec 18, 2025 BMO Capital MAINTAIN Market Perform Market Perform
Dec 16, 2025 Mizuho INITIATE Neutral
Dec 15, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026310171042%
May 1, 2026310171042%
Apr 1, 2026310161043%
Mar 1, 2026310151045%
Feb 1, 2026310151045%
Jan 1, 2026410141048%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 5 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 27, 2026David TaylorRHOUSEBUY$1,001 - $15,000The Progressive CorpMay 8, 2026 (12d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000The Progressive CorpMay 13, 2026 (31d)
Mar 30, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000The Progressive CorpApr 9, 2026 (11d)
Feb 10, 2026David TaylorRHOUSEBUY$1,001 - $15,000The Progressive CorpFeb 23, 2026 (14d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000The Progressive CorpMar 10, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000The Progressive CorpFeb 16, 2026 (39d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026
earnings
Progressive Reports April 2026 Results
<p>MAYFIELD VILLAGE, OHIO, May 20, 2026 (GLOBE NEWSWIRE) -- The Progressive Corporation (NYSE:PGR) today reported the following results for the mont
May 20, 2026
short_volume
Short Volume: PGR — 76.2% short (0.9M / 1.2M)
Short: 894,804 | Exempt: 2,332 | TRF Vol: 1,174,083 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: PGR — 56.5% short (0.6M / 1.0M)
Short: 563,114 | Exempt: 9,415 | TRF Vol: 996,325 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: PGR — 60.7% short (0.5M / 0.9M)
Short: 519,852 | Exempt: 166 | TRF Vol: 855,921 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: PGR — 4.9M shares, 86,791 trades
Week starting 2026-05-18. Total ATS volume: 4,877,164 shares across 86,791 trades.
May 15, 2026
short_volume
Short Volume: PGR — 71.5% short (1.2M / 1.7M)
Short: 1,193,593 | Exempt: 307 | TRF Vol: 1,669,162 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: PGR — 55.7% short (0.6M / 1.0M)
Short: 568,343 | Exempt: 918 | TRF Vol: 1,019,670 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: PGR — 3.4M shares, 77,389 trades
Week starting 2026-05-11. Total ATS volume: 3,393,566 shares across 77,389 trades.
May 4, 2026
dark_pool
Dark Pool: PGR — 3.4M shares, 73,351 trades
Week starting 2026-05-04. Total ATS volume: 3,418,410 shares across 73,351 trades.
Apr 27, 2026
routine
Progressive Announces Investor Relations Call
<p>MAYFIELD VILLAGE, OHIO, April 27, 2026 (GLOBE NEWSWIRE) -- As previously announced, The Progressive Corporation (NYSE: PGR) will host an Investor
Apr 27, 2026
short_volume
Short Volume: PGR — 58.1% short (0.4M / 0.7M)
Short: 431,718 | Exempt: 271 | TRF Vol: 742,873 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: PGR — 11,888 shares ($2.4M) failed to deliver
Settlement: 20260427, Price: $200.89, FTD Value: $2,388,180.32, PROGRESSIVE CORP
Apr 27, 2026
dark_pool
Dark Pool: PGR — 2.6M shares, 69,464 trades
Week starting 2026-04-27. Total ATS volume: 2,648,391 shares across 69,464 trades.
Apr 23, 2026
short_volume
Short Volume: PGR — 63.7% short (0.5M / 0.8M)
Short: 507,779 | Exempt: 26 | TRF Vol: 796,958 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: PGR — 59.7% short (0.5M / 0.8M)
Short: 500,989 | Exempt: 7,637 | TRF Vol: 839,654 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)