Progressive reports 17% rise in February premiums

Published 19/03/2025, 13:22
Progressive reports 17% rise in February premiums

MAYFIELD VILLAGE, OHIO - The Progressive Corporation (NYSE:PGR), a $166 billion market cap insurance giant, disclosed a significant increase in its February financial metrics, with net premiums written climbing by 17% to $6.684 billion compared to $5.720 billion in the same month last year. Net premiums earned also saw an 18% rise to $6.036 billion from $5.129 billion in February 2024. According to InvestingPro data, the company maintains strong momentum with a 21.4% revenue growth over the last twelve months.

Net income for the insurer was reported at $928 million, a notable 26% increase from the $737 million recorded in the previous year. This growth translated into a per-share gain for common shareholders, which went up by 28% to $1.58 from $1.24 per share in February 2024. Trading at a P/E ratio of 19.6, InvestingPro analysis suggests the stock is slightly undervalued relative to its Fair Value, with 16 analysts recently revising their earnings estimates upward.

However, the company experienced a downturn in total pretax net realized gains on securities, which swung to a loss of $110 million from a gain of $80 million, marking a 238% negative change.

The combined ratio, an indicator of profitability used in the insurance industry, improved by 4.2 points to 82.6 from 86.8. This ratio measures the percentage of premiums an insurer spends on claims and expenses; a lower combined ratio indicates better profitability. This operational efficiency contributes to Progressive’s "GREAT" financial health score on InvestingPro, which offers comprehensive analysis of 1,400+ US stocks through its Pro Research Reports.

In terms of policies in force, Progressive saw growth across the board. Agency auto policies increased by 18%, direct auto by 25%, and special lines by 9%. Property policies saw a 12% uptick, leading to an overall 18% rise in total personal lines. Commercial lines also grew by 5%. This growth has contributed to Progressive’s impressive YTD return of 20.5% and its current trading position near its 52-week high of $293.

Progressive Insurance®, known for its car insurance, home insurance, and other protection offerings, continues to be a leading insurer in the United States. The company emphasizes convenience and savings through tools and services such as Name Your Price®, Snapshot®, and HomeQuote Explorer®.

The information provided in this article is based on a press release statement from The Progressive Corporation.

In other recent news, Progressive Corporation reported a strong financial performance for the fourth quarter of 2024, with a notable 21% increase in net premiums written, reaching $74.4 billion. The company’s combined ratio improved to 88.8, well below their target of 96, indicating strong underwriting profitability. Progressive also announced the appointment of Carl G. Joyce as the new Vice President and Chief Accounting Officer, effective March 7, 2025, as part of its executive management restructure.

Analyst firms have shown confidence in Progressive’s future prospects. Piper Sandler maintained an Overweight rating with a $315 price target, citing the company’s consistent performance and defensive appeal. CFRA raised its price target to $320, maintaining a Buy rating, and projected significant revenue growth driven by earned premiums and investment income. Jefferies also increased its price target to $319, highlighting Progressive’s competitive pricing strategies and marketing efforts.

Progressive’s strategic advancements in claims technology and operational efficiency have been emphasized, with the company leveraging advanced technology to enhance processing speed and accuracy. Additionally, the company is preparing for potential impacts from tariffs on loss costs in 2025 and 2026, with plans to adjust pricing accordingly. These developments reflect Progressive’s ongoing commitment to growth and efficiency in a competitive market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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