First American Financial (FAF) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

BRK.B boosts Alphabet, Delta and Lennar stakes while trimming several holdings as it reshapes its equity portfolio.

Chubb (CB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

PGR's July premiums and policies in force grew, while higher expenses and securities losses pressure earnings and margins.

Etsy upgraded, TJX downgraded: Wall Street's top analyst calls

Progressive stock has delivered a strong 152.4% total return over the past five years, and current valuation checks and market multiples suggest the shares are now closer to fairly priced than clearly cheap. Over five years, Progressive has returned 152.4%, which puts recent share price moves into the context of a longer period of strong gains. Future expectations for underwriting discipline and claims costs can support the current valuation, while any sustained pressure on margins or...

Financial stocks were lower in late Wednesday afternoon trading, with the NYSE Financial Index decre

Financial stocks were lower in Wednesday afternoon trading, with the NYSE Financial Index decreasing

W.R. Berkley (WRB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

ACGL's strong underwriting, investment income and capital generation support growth, while softer property pricing and catastrophe risks weigh.

Bruce Berkowitz has built his entire Fairholme portfolio around a single Northwest Florida land developer, and the boldness of that bet raises a question every retail investor should answer before following his lead.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

PGR edges BRK.B on price gains, analyst sentiment and ROE, as both insurers lean on disciplined underwriting and strong fundamentals.

Progressive (PGR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

While Progressive stock has underperformed the broader market over the past year, Wall Street remains optimistic about the stock.

Travelers' disciplined underwriting, strong Business Insurance growth and rising investment income support earnings, while technology investments bolster long-term growth.

W.R.Berkley's disciplined underwriting, record investment income and premium growth support margins, while AI gains and competition shape its outlook.

In June, Brown Advisory disclosed that it had initiated a position in The Progressive Corporation (NYSE:PGR), citing the insurer’s leading role in the U.S. personal insurance market, low-cost products, and data-driven customer segmentation. This institutional vote of confidence underscores how Progressive’s scale and analytics-focused model are being viewed as key advantages in a soft insurance market with non-deferrable demand. Now we’ll examine how Brown Advisory’s focus on Progressive’s...

Progressive (PGR) is back in focus after Brown Advisory initiated a position in June, citing the insurer's role in the U.S. personal insurance market and its data driven approach to customer segmentation. See our latest analysis for Progressive. Over the past year Progressive has seen its share price move in fits and starts, with an 8.52% 90 day share price return contrasting with a 6.35% decline in 1 year total shareholder return. This points to improving near term momentum after a softer...

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Progressive has had a good run, but further growth appears to require some trade-offs.

Progressive (NYSE:PGR) used its second-quarter investor event to outline its strategy for expanding in bundled auto and home insurance, emphasizing improvements in its property business and the growth potential among “Robinsons,” its term for consistently insured households that bundle auto and home

While the top- and bottom-line numbers for Progressive (PGR) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Moby summary of The Progressive Corporation's Q2 2026 earnings call

Ariel Investments, an investment management company, released its “Appreciation Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund gained 13.71% in the second quarter of 2026, slightly outperforming the Russell Midcap Value Index’s 13.40% return but trailing the Russell Midcap Index’s 13.83% gain. Strong contributions from several holdings, […]

Chubb's disciplined underwriting, broad-based premium growth and rising investment income continue to support earnings and long-term growth.

Berkshire Hathaway's insurance float, $370B-plus liquidity and diversified businesses reinforce its long-term earnings and investment capacity.

THG's Q2 earnings rise 22.1% and beat estimates as Personal Lines gains, lower catastrophe losses and investment income offset a revenue miss.

Berkshire Hathaway is set to report Q2 earnings. Revenues are expected to grow with insurance strength, investment income and buybacks likely to support results.

Insurance companies are among the largest institutional investors, thanks to this unique feature of their business.

Intel, Dell and Progressive headline new Zacks research, with AI-driven growth opportunities, demand trends and competitive pressures shaping their outlooks.

Progressive (PGR) is back in focus after reporting half year 2026 results, with revenue of US$45,797 million and net income of US$6,129 million compared with the prior year period. See our latest analysis for Progressive. Progressive’s recent half year result and upcoming investor event are playing out against a share price of US$213.83, with a 1 day share price return of 3.26% and a 90 day share price return of 6.44%, while the 1 year total shareholder return declined 8.95% but the 5 year...

Shares of insurance company Progressive (NYSE:PGR) jumped 3.1% in the afternoon session after Morgan Stanley upgraded the insurer to 'Equal-weight' from 'Underweight' and raised its price target, citing strong performance relative to the sector. The investment bank boosted its price target on the stock to $210 from $190 per share.

Intel's AI infrastructure push, Dell's AI server boom and Progressive's premium growth highlight the latest top research reports and key opportunities.

Kinsale Capital's Q2 results benefit from higher earned premiums, underwriting gains and investment income, lifting earnings and revenue above estimates.

Universal Insurance's Q2 earnings surged 49.6% as lower losses, premium growth and stronger investment income fueled a 28.7% estimate beat.

SpaceX initiated, PayPal upgraded: Wall Street's top analyst calls

Markets took a brutal hit Thursday as oil prices, surging interest rates, and Middle East tensions sent every major index deep into the red. See which stocks analysts are upgrading, downgrading, and initiating fresh coverage on as Wall Street braces for more turbulence.

First American Financial's Q2 is driven by commercial title strength, higher investment income and average revenue per order, lifting earnings and revenue above estimates.

GL misses Q2 earnings estimates but raises its 2026 outlook as premium growth, underwriting strength and investment income support results.

Progressive (PGR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

CME Group beats Q2 estimates as record market data revenues and resilient trading activity lift results, while expanding its product lineup.

Chubb's Q2 earnings beat estimates as underwriting profit climbed, catastrophe losses fell, and record investment income strengthened results.

W.R. Berkley's Q2 results reflected premium growth, higher investment income and lower catastrophe losses, driving revenue growth and strong underwriting performance.

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]

Travelers shares jumped about 10% after a Q2 2026 earnings beat, driven by investment income, AI-driven underwriting gains, reinsurance restructuring, and reserve releases rather than premium hikes.

The Ohio-based insurer paid out a whopping 2025 dividend. This year growth is slowing, complicating the decision on what to do with its capital pile.

TRV tops Q2 earnings estimates as lower catastrophe losses, stronger investment income and underwriting gains lift profits despite a revenue miss.

Progressive (NYSE:PGR) reported Q2 2026 results with a profit decline and weaker underwriting margins despite strong premium and policyholder growth. Rising loss costs and severe weather events weighed on profitability, adding pressure to margins through the quarter. Investor sentiment turned sharply lower following the update, as markets reacted to the mix of strong growth and worsening profitability. Progressive enters this earnings season as one of the larger listed US auto and property...

Progressive stock has had a strong five year run. After the recent share price pullback and margin concerns, valuation checks suggest the shares now look roughly in line with fundamentals rather than clearly cheap or clearly expensive. Over the past five years, Progressive has returned about 146%, which sets a high bar for any further gains to be justified by earnings and cash flow. Investors are weighing policy and premium growth against pressure on underwriting margins and higher loss...