| PGR |
Report |
P&C combined ratio |
BEAT |
pred 90.8% vs. cons 91.91% (VA, Aug. 4) |
MEDIUM |
| PGR |
Report |
Auto policies in force |
IN-LINE |
pred 36.95m vs. cons 36.88m (VA, Aug. 4) |
MEDIUM |
| PGR |
Report |
P&C net premiums written |
IN-LINE |
pred $22.35bn vs. cons $22.23bn (VA, Aug. 4) |
MEDIUM |
| PGR |
Guide |
Qualitative underwriting / growth stance (Q3 2026) |
UNCHANGED |
maintain <=96% operating target; no formal company guide / comparable consensus is UNVERIFIED |
LOW |
| PGR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
LOW |
| PGR |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — forward pricing restraint limits estimate upside |
LOW |