Market Cap
$122.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Keefe, Bruyette & Woods | REITERATE | Outperform | 58% |
| Sep 16, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 20, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Aug 20, 2026 | Keefe, Bruyette & Woods | UPGRADE | Outperform | 58% |
| Aug 17, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | 55% |
| Jul 16, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 16, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 18 | 1 | 0 | 39% | |
| Aug 1, 2026 | 3 | 8 | 19 | 1 | 0 | 35% | |
| Jul 1, 2026 | 3 | 10 | 16 | 2 | 0 | 42% | |
| Jun 1, 2026 | 3 | 10 | 17 | 1 | 0 | 42% | |
| May 1, 2026 | 3 | 10 | 17 | 1 | 0 | 42% | |
| Apr 1, 2026 | 3 | 10 | 16 | 1 | 0 | 43% | |
| Mar 1, 2026 | 3 | 10 | 15 | 1 | 0 | 45% | |
| Feb 1, 2026 | 3 | 10 | 15 | 1 | 0 | 45% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.20 | $3.47–$4.76 | 3.8% | +4.8% | 18↑ 2↓ | $22.4B | 19 |
| Next Q | $4.13 | $3.43–$5.11 | -11.5% | -1.3% | 10↑ 10↓ | $20.3B | 19 |
| Current FY | $18.10 | $17.04–$19.28 | -0.8% | +0.8% | 18↑ 1↓ | $87.5B | 23 |
| Next FY | $16.24 | $14.45–$18.15 | -10.3% | -0.3% | 9↑ 6↓ | $92.2B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.205 | — |
| 7d ago | $4.201 | +0.003 |
| 30d ago | $4.011 | +0.193 |
| 60d ago | $3.637 | +0.567 |
| 90d ago | $3.689 | +0.516 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 48,048,848 | $10.5B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 38,148,192 | $8.3B | 10.0% | — |
| Capital Research Global Investors | 26,549,107 | $5.8B | 7.0% | — |
| STATE STREET CORP | 26,526,959 | $5.8B | 7.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 17,009,978 | $3.7B | 4.5% | — |
| Capital World Investors | 12,490,946 | $2.7B | 3.3% | — |
| BANK OF AMERICA CORP /DE/ | 12,278,975 | $2.7B | 3.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,686,468 | $2.6B | 3.1% | — |
| FMR LLC | 11,213,445 | $2.4B | 2.9% | ADD +43.2% |
| JPMORGAN CHASE & CO | 10,295,927 | $2.3B | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,828,794 | 11,213,445 | +43.2% | $2.4B |
| NORGES BANK | NEW | — | 8,647,114 | — | $1.9B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 12,099,655 | 7,663,770 | -36.7% | $1.7B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 2,663,827 | 6,092,628 | +128.7% | $1.3B |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 1,644,846 | 2,251,862 | +36.9% | $491.9M |
| BROWN ADVISORY INC | ADD | 1,549,684 | 2,214,156 | +42.9% | $483.7M |
| Life Cycle Investment Partners Ltd | ADD | 1,550,378 | 1,985,189 | +28.0% | $433.7M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 2,592,765 | 1,934,888 | -25.4% | $422.7M |
| BARCLAYS PLC | TRIM | 2,828,624 | 1,784,101 | -36.9% | $389.7M |
| Boston Partners | DOUBLED | 11,272 | 1,487,621 | +13097.5% | $325.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Broz Steven | Chief Information Officer | SELL | 1,225 | $204.29 | $250.3K |
| Sep 1, 2026 | Griffith Susan Patricia | President and CEO | SELL | 37,338 | $219.50 | $8.2M |
| Sep 1, 2026 | Griffith Susan Patricia | President and CEO | GIFT | 1,598 | — | — |
| Aug 20, 2026 | Broz Steven | Chief Information Officer | SELL | 1,225 | $219.40 | $268.8K |
| Aug 13, 2026 | Niederst Lori A | Chief Personal Lines Officer | SELL | 7,339 | $209.29 | $1.5M |
| Jul 28, 2026 | Quigg Andrew J | VP and Chief Financial Officer | SELL | 3,499 | $220.00 | $769.8K |
| Jul 27, 2026 | Bauer Jonathan S. | Chief Investment Officer | SELL | 2,242 | $212.71 | $476.9K |
| Jul 27, 2026 | Murphy John Jo | Claims President | SELL | 8,124 | $212.70 | $1.7M |
| Jul 27, 2026 | Griffith Susan Patricia | President and CEO | SELL | 37,338 | $212.71 | $7.9M |
| Jul 27, 2026 | Bailo Karen | Commercial Lines President | SELL | 8,452 | $212.71 | $1.8M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | The Progressive Corp | Sep 7, 2026(53d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | The Progressive Corp | Jul 3, 2026(18d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | The Progressive Corp | May 8, 2026(12d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | The Progressive Corp | May 13, 2026(31d) |
| Mar 30, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | The Progressive Corp | Apr 9, 2026(11d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | SELL | $15,001 - $50,000 | The Progressive Corp | Jul 22, 2026(117d) |
| Feb 10, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | The Progressive Corp | Feb 23, 2026(14d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | The Progressive Corp | Mar 10, 2026(29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | The Progressive Corp | Feb 16, 2026(39d) |