Progressive Corp's claims president sells shares worth $402,612

Published 06/01/2025, 20:12
Progressive Corp's claims president sells shares worth $402,612

John Jo Murphy, the Claims President at Progressive Corp (NYSE:PGR), a prominent player in the insurance industry with a market capitalization of $141 billion and strong returns over the past decade, has recently sold a portion of his holdings in the company. According to a Form 4 filing with the Securities and Exchange Commission, Murphy disposed of 1,663 shares at an average price of $242.10 per share, amounting to a total transaction value of $402,612. This sale was executed under a 10b5-1 trading plan, which was adopted on May 16, 2024. According to InvestingPro data, Progressive's stock has delivered an impressive 50% return over the past year, while 15 analysts have recently revised their earnings expectations upward. Following this transaction, Murphy retains ownership of 45,288.504 shares directly, and an additional 14,877.518 shares indirectly through a 401(k) plan. InvestingPro subscribers can access 10+ additional exclusive insights about Progressive's financial health, valuation metrics, and growth prospects through the comprehensive Pro Research Report.

In other recent news, Progressive Corp. showcased an impressive financial performance with a 22.67% revenue growth in the last twelve months and a 55.54% return over the past year. The company experienced robust growth in November, with an 18% increase in net premiums written, reaching $5.56 billion. Net premiums earned also rose to $6.04 billion, up 19% from the previous year. Net income surged by 48% to $1.01 billion, while earnings per share (EPS) grew from $1.15 to $1.71.

Raymond (NS:RYMD) James upgraded Progressive's stock rating from Market Perform to Outperform, citing the company's growth prospects and value creation capabilities. The firm anticipates Progressive to lead in policy-in-force (PIF) growth and achieve better-than-target combined ratios in the near term. BMO Capital also maintained its Outperform rating on Progressive, despite trimming its price target and making slight adjustments to its EPS estimates for 2024, 2025, and 2026.

In other company news, Progressive's combined ratio, a key profitability measure, improved from 91.1% to 85.6%. The total personal auto policies increased by 21%, with agency auto policies up 17% and direct auto policies up 25%. The total number of special lines policies grew by 9%, and the total Personal Lines policies increased by 18%. The Commercial Lines and Property business segments also experienced growth, rising by 4% and 14%, respectively. These are the recent developments for Progressive Corp.

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