PGRFinancial Services · Insurance - Property & CasualtyThe 25 Wall Street analysts covering The Progressive Corp. hold a median 12-month price target of $228 — +7.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 50 of 100 as at 10 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores The Progressive Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (98): The business earns solid, repeatable profits on what it owns.
Accruals (22): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
The bullish and bearish analyst opinions on PGR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +7.4% from it.
Of the 20 most recent actions, 4 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Aug 2026 | JP Morgan | Maintains | Neutral | $250 → $241 |
| 24 July 2026 | Morgan Stanley | Upgrade | Equal-Weight | $190 → $210 |
| 24 July 2026 | Morgan Stanley | Upgrade | Equal-Weight | — |
| 16 July 2026 | B of A Securities | Maintains | Buy | $313 → $308 |
| 16 July 2026 | B of A Securities | Maintains | Buy | — |
| 16 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 16 July 2026 | BMO Capital | Maintains | Market Perform | $220 → $205 |
| 16 July 2026 | Evercore ISI Group | Maintains | In-Line | $240 → $230 |
| 16 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 16 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 16 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $231 → $226 |
| 16 July 2026 | Wells Fargo | Maintains | Underweight | — |
| 16 July 2026 | Wells Fargo | Maintains | Underweight | $205 → $198 |
| 14 July 2026 | JP Morgan | Downgrade | Neutral | $250 |
| 14 July 2026 | JP Morgan | Downgrade | Neutral | — |
| 10 July 2026 | Evercore ISI Group | Maintains | In-Line | $230 → $240 |
| 10 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 9 July 2026 | Mizuho | Maintains | Neutral | $217 → $243 |
| 9 July 2026 | Mizuho | Maintains | Neutral | — |
| 8 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $210 → $231 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PGR appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 58% of US stocks
Cheaper than 63% of US stocks
Cheaper than 30% of US stocks
Cheaper than 44% of US stocks
Higher than 46% of US stocks
Higher than 41% of US stocks
Higher than 77% of US stocks
Higher than 75% of US stocks
Higher than 90% of US stocks
Higher than 88% of US stocks
Higher than 3% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
The rank is the raw material. Whether the rules would actually own The Progressive Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Progressive used its Q2 investor event to outline its strategy for expanding in bundled auto and home insurance, focusing on property-business improvements and growth among consistently insured "Robinson" households.
Why it matters — The focus on bundling and the profitable "Robinson" segment signals a targeted growth strategy that could strengthen Progressive's competitive position in both auto and home insurance lines.
Seeking Alpha published the transcript of The Progressive Corporation's second-quarter 2026 earnings call. The item consists solely of the earnings call transcript release.
Why it matters — The transcript gives PGR watchers direct access to management's Q2 2026 commentary and discussion from the earnings call.
Zacks published an article reviewing Progressive's Q2 2026 earnings, examining its key metrics against Wall Street estimates and year-ago values. The piece discusses top- and bottom-line results for the quarter ended June 2026.
Why it matters — PGR watchers can see how the company's quarterly operational metrics compare with analyst expectations and prior-year performance.
The GoodHaven Fund reported that its two biggest detractors in the semi-annual period were Builders FirstSource and Lennar, with all three of its top detractors accounting for roughly 400 basis points of negative performance, as the domestic housing market faces ongoing headwinds from affordability constraints and elevated mortgage rates.
Why it matters — While Progressive (PGR) is not mentioned in the article, a PGR watcher may note that challenging housing conditions and elevated mortgage rates can influence consumer spending patterns and the broader economy in which PGR operates.
The Progressive Corporation announced it will host an Investor Relations event on August 4, 2026, featuring a presentation on the Robinsons consumer segment followed by a Q&A session with CEO Tricia Griffith and CFO Andrew Quigg.
Why it matters — Investors will receive direct insight into the company's Robinsons consumer segment from senior leadership during the presentation and Q&A.
The 25 Wall Street analysts covering The Progressive Corp. have a median 12-month price target of $228, with estimates ranging from $198 to $308. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering The Progressive Corp., 7 rate it a Buy, 16 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks The Progressive Corp. 50 out of 100 across roughly 4,600 US stocks as at 10 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Aug 2026, The Progressive Corp. ranks 50 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (98 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +7.4% from the last close, and Ticker Nerd's factor model ranks The Progressive Corp. 50 out of 100 as at 10 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Progressive Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PGR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $198 to $308 over the next 12 months.
The Progressive Corp. returned -8.0% over the 12 months to 11 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Progressive Corporation is an American insurance holding company specializing in property and casualty coverage for individuals and businesses. The company’s core offerings include personal and commercial auto insurance, residential property insurance, and a range of specialty lines tailored to specific customer needs.
The most recent item we track (MarketBeat, 5 Aug 2026): "Progressive Q2 Earnings Call Highlights". Progressive used its Q2 investor event to outline its strategy for expanding in bundled auto and home insurance, focusing on property-business improvements and growth among consistently insured "Robinson" households.
Progressive Corporation is an American insurance holding company specializing in property and casualty coverage for individuals and businesses. The company’s core offerings include personal and commercial auto insurance, residential property insurance, and a range of specialty lines tailored to specific customer needs. Progressive Corporation operates through three primary segments: Personal Lines, Commercial Lines, and Property, serving policyholders through both independent insurance agents and direct channels such as online platforms and call centers. Its product portfolio covers passenger vehicles, motorcycles, recreational vehicles, boats, and commercial vehicles, as well as homeowners and other related property risks. Headquartered in Mayfield Village, Ohio, Progressive Corporation plays a significant role in the U.S. insurance market as one of the largest auto insurers, providing risk protection and claims services that support households, small businesses, and larger commercial clients across diverse geographic markets.
CEO Ms. Susan Patricia Griffith · 70,053 employees · United States · https://www.progressive.com