The Progressive Corporation (PGR) is slated to report first-quarter 2024 earnings on Apr 12 before the opening bell. The company’s earnings beat estimates in the last reported quarter. Factors to Note A compelling product portfolio, leadership position, strength in the Vehicle and Property businesses, healthy policies in force and solid retention are likely to have aided net premiums earned. The Zacks Consensus Estimate for net premiums earned is pegged at $15.6 billion, suggesting growth of 15.5% from the ...

财务表现 - Progressive (PGR)即将发布的季度报告预计每股收益为2.96美元，较去年同期增长355.4%[1] - 分析师预测收入为165亿美元，同比增长16%[1] - 分析师预测“净赔付保费”将达到156.2亿美元，同比增长15.5%[6] - 分析师预计“投资收入”将达到5.9719亿美元，同比增长42.3%[7] - 分析师评估显示“服务收入”将达到8千万美元，同比增长10.4%[8] 业务表现 - 根据分析师的集体评估，“净赔付保费-商业线”预计将达到24.8亿美元，同比增长5.3%[9] - 分析师的综合评估表明，“公司总体-损失/赔付比率”预计为71.6%，与去年同期的78.4%相比[9] - 分析师的综合评估显示，“公司总体-综合比率”可能达到89.9%，与去年的99%相比[10] - 分析师一致认为，“公司总体-费用比率”将达到18.6%，与去年的20.6%相比[11] - 分析预测“商业线业务-综合比率”将达到94.4%，与去年同期的98.4%相比[12] 个人线业务表现 - 根据分析师的综合判断，“个人线业务-总体-综合比率”预计为89.6%，与去年的98.7%相比[13] - 分析师预测“个人线业务-直接-综合比率”将达到90.2%，与去年同期的100.4%相比[14] - 分析师平均预测显示，“个人线业务-代理-综合比率”为89.0%，与去年的96.7%相比[15]

Progressive (PGR) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on April 12, 2024, might help the stock move higher if these key numbers are better than exp ...

Insurance companies have benefitted immensely from higher interest rates over the last few years making their stocks pop as well. While there is still an abundance of opportunity among many insurance stocks, The Progressive Corporation (PGR) and Palomar Holdings (PLMR) are two that stand out. With Progressive and Palomar’s stock soaring over +30% this year, here is a look at why now is still a good time to buy. Image Source: Zacks Investment Research Rising Earnings Estimates Notably, Progressive and Paloma ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Progressive (PGR) . This company, which is in the Zacks Insurance - Property and Casualty industry, shows potential for another earnings beat. This insurer has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarte ...

Shares of The Progressive Corporation (PGR) have rallied 29.1% year to date, outperforming 17%, 3.9% and 9.3% growth of the industry, the Finance sector and the Zacks S&P 500 composite, respectively. With a market capitalization of $120.5 billion, the average volume of shares traded in the last three months was 2.4 million. A compelling portfolio, leadership position, strength in Vehicle and Property businesses, healthy policies in force, retention and solid capital position continue to drive this largest s ...

财务表现 - Progressive Corporation (PGR) 2024年2月每股收益为1.24美元，同比增长近五倍[1] - Progressive的净保费收入为57亿美元，较去年同期下降5.5%；净保费收入约为51亿美元，较去年同期增长23.1%[2] - Progressive的综合比率（赔付和费用占保费的比例）同比改善830个基点至86.8[3] - Progressive的营业收入为54亿美元，同比增长7.8%，主要由于保费增长23.1%，投资收入增长55.4%，费用和其他收入增长6.2%，服务费增长4%[4] - Progressive的总费用增长12%，主要是由于赔付和赔付调整费用增长12.4%，其他承保费用增长9.1%，保单获取成本增长14.5%，服务费用增长1.4%，利息费用增长10.4%[5] 保单数量 - Progressive的车辆和财产业务的保单数量均表现出色，车辆业务的个人汽车部门保单数量同比增长7%，特殊业务保单数量同比增长7%[6] - Progressive的个人汽车部门代理汽车保单数量增长5%，直接汽车保单数量增长7%[7] - Progressive的商业汽车部门保单数量同比增长4%，财产业务保单数量同比增长10%[8] 财务指标 - Progressive的每股账面价值截至2024年2月29日为35.54美元，较2023年2月的27.32美元增长30%[8] - Progressive在2024年2月的净资产收益率为正31.3%，较2023年2月的负6%有所改善；负债占总资本比率截至2024年2月29日为24.9%，较去年同期改善300个基点[9]

Momentum投资 - Momentum investing是跟随股票近期趋势的理念[1] - Zacks Momentum Style Score有助于确定股票动量[2] - Progressive (PGR)目前的Momentum Style Score为A[3] - Progressive目前的Zacks Rank为1 (Strong Buy)[4] 股价表现 - 短期股价活动是衡量股票动量的好方法[6] - Progressive过去一周股价上涨5.63%[7] - Progressive过去一季度股价上涨29.33%[8] - Progressive过去一年股价上涨41.07%[8] - Progressive过去20天的平均交易量为2,537,569股[9] 盈利预期 - 过去两个月，PGR的10个盈利预期上调，没有下调[11] - PGR的盈利预期从$8.29上调至$9.31[11] - PGR是一只Momentum Score为A的1 (Strong Buy)股票[12]

美联储降息预期 - 美联储主席鲍威尔表示今年可能会降息，但仍保持谨慎态度[1] - 美联储需要更大的信心才会考虑降息，目标是将通胀稳定在2%[2] - 虽然通胀数据表现良好，但市场对降息的预期仅为3%[3] 消费者价格指数报告 - 最新的消费者价格指数报告显示整体CPI同比上涨3.1%，核心CPI同比上涨3.9%[4] - 交通运输是CPI中的一个组成部分，汽车保险费用上涨导致价格上涨[5] The Progressive Corporation (PGR)业绩 - 汽车保险公司受益于保费上涨，其中包括The Progressive Corporation (PGR)[6] - PGR股票过去十年表现优异，今年回报率达到22%[7] - PGR提供个人和商业财产保险，预计今年营收将增长15.65%至714亿美元[8] - 分析师预计PGR的盈利将增长近50%，继续保持优异表现[9]

公司背景 - Progressive公司的财务实力评级为A+，长期发行人信用评级为“aa”[1] - Progressive集团在2023年报告了51亿美元的综合收入，较2022年的21亿美元综合亏损有了显著改善[3] 风险调整资本化 - Progressive公司的风险调整资本化被认为是最强的，受益于持续良好的核保结果和可靠的投资收入[2] AM Best介绍 - AM Best是一家全球信用评级机构、新闻发布商和数据分析提供商，专门从事保险行业[13] - 公司总部位于美国，在100多个国家开展业务，设有伦敦、阿姆斯特丹、迪拜、香港、新加坡和墨西哥城等地区办事处[13] - AM Best的网站为www.ambest.com，版权所有 © 2024 A.M. Best Rating Services, Inc.及/或其关联公司。保留所有权利[13]