The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. It operates in five segments: Allstate Protection; Protection Services; Allstate Health and Benefits; Run-off Property-Liability; and Corporate and Other segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; other personal lines products; and commercial lines products through agents, contact centers, and online. The Protection Services segment provides consumer product protection; protection and insurance products, including vehicle service contracts, guaranteed asset protection, road hazard tire and wheel, and paintless dent repair protection; and roadside assistance, device and mobile data collection services, and analytic solutions using automotive telematics information, as well as identity theft protection and remediation services. This segment also offers its products under various brands, including Allstate Protection Plans, Allstate Dealer Services, Allstate Roadside, Arity, Avail, and Allstate Identity Protection. The Allstate Health and Benefits segment provides life, accident, critical illness, short-term disability, and other health insurance products; stop-loss and fully insured group health products to employers; and short-term medical and medicare supplement insurance to individuals. The Run-off Property-Liability segment offers property and casualty insurance coverage that primarily relates to policies written during the 1960s through the mid-1980s. The Corporate and Other segment provides debt services, as well as non-insurance operations. It sells its products through agents, independent agents, call and contact centers, retailers, direct to consumer, wholesale partners, and affinity groups, as well as through online and mobile applications. The Allstate Corporation was founded in 1931 and is headquartered in Northbrook, Illinois.

Allstate Corporation (The)

Shares of The Travelers Companies, Inc. TRV closed at $274.92 on Thursday, near its 52-week high of $277.83. This proximity underscores investor confidence. It has the ingredients for further price appreciation. The stock is trading above the 50-day and 200-day simple moving averages (SMA) of $262.90 and $256.73, respectively, indicating solid upward momentum. SMA is a widely used technical analysis tool to predict future price trends by analyzing historical price data.
Travelers has a solid surprise history. The insurer has a solid track record of beating earnings estimates in each of the last four quarters, with the average being 89.97%.
Image Source: Zacks Investment Research
TRV is an Outperformer
Shares of Travelers have gained 23.9% in the past year, outperforming its industry, the Finance sector, and the Zacks S&P 500 composite’s growth of 7.4%, 16% and 14.3%, respectively.
Image Source: Zacks Investment Research
TRV Shares are Expensive
Its shares are trading at a premium to the Zacks Property and Casualty Insurance industry. Its price-to-book value of 2.1X is higher than the industry average of 1.53X.
The company has a Value Score of B. This style score helps find the most attractive value stocks.
Shares of other insurers like The Allstate Corporation ALL, Arch Capital Group Ltd. ACGL, and The Progressive Corporation PGR are also trading at a multiple higher than the industry average.
TRV’s Growth Projection Encourages
The Zacks Consensus Estimate for Travelers’ 2025 revenues is pegged at $48.86 billion, implying a year-over-year improvement of 5.1%.
The consensus estimate for 2026 earnings per share and revenues indicates an increase of 15.3% and 4.8%, respectively, from the corresponding 2025 estimates.
Optimist Analyst Sentiment on TRV
Four of the 14 analysts covering the stock have raised estimates for both 2025 and 2026 over the past 30 days. Thus, the Zacks Consensus Estimate for 2025 and 2026 earnings has moved up 5.1% and 1.9%, respectively, in the past 30 days.
Image Source: Zacks Investment Research
Average Target Price for TRV Suggests Upside
Based on short-term price targets offered by 21 analysts, the Zacks average price target is $293.86 per share. The average suggests a potential 7.1% upside from the last closing price.
Image Source: Zacks Investment Research
Travelers’ Favorable Return on Capital
Return on equity (ROE) for the trailing 12 months was 18.69%, which compared favorably with the industry’s 7.6%. This reflects its efficiency in utilizing shareholders’ funds. Sustained operational excellence helped generate double-digit core ROE in nine out of the last 10 years. Travelers aims to generate mid-teens core ROE over time.
Also, return on invested capital (ROIC) has been increasing over the last few quarters as the company raised its capital investment over the same time frame. This reflects TRV’s efficiency in utilizing funds to generate income. ROIC in the trailing 12 months was 10.8%, better than the industry average of 5.9%.
Factors Favoring Travelers
Travelers is poised for growth, driven by solid retention rates, favorable pricing, an uptick in new business, and positive renewal premium trends. The company’s broad product portfolio, covering nine distinct lines of business, provides extensive coverage options.
Continued execution of strategic growth initiatives, combined with stable market environments, is expected to support the expansion of TRV’s auto, homeowners, and commercial insurance segments. To solidify its competitive advantage in the Bond & Specialty segment, it plans to launch products in 2025.
Higher returns from the non-fixed income portfolio have been driving investment income over the last four years amid a low-interest-rate environment. The insurer expects investment income of about $770 million after tax in the third quarter and $805 million after tax in the fourth quarter of 2025. The company expects that the $100 billion investment portfolio should continue generating a higher level of predictable and reliable net investment income.
Net margin has improved 170 basis points over the last two years on prudent underwriting.
Travelers has a conservative balance sheet among its peers. The insurer remains focused on keeping the debt-to-capital ratio between 15 and 25 and has been increasing its book value for the past 10 years. TRV had $4.3 billion remaining under repurchase authorization at the second-quarter 2025 end.
Final Take on TRV
Travelers’ strong presence in auto, homeowners, and commercial U.S. property-casualty insurance provides a solid foundation for future growth. An impressive history of inorganic expansion strengthens its position. Continued momentum in renewal rate improvements, high retention levels, and increased new business, supported by a well-diversified portfolio and solid capital strength, is likely to sustain its earnings growth.
Travelers has been hiking dividends for the last 21 years. Its dividend yield of 1.7% appears attractive compared with the industry average of 0.2%, making it an attractive pick for yield-seeking investors. Its VGM Score of B instills confidence.
Given the premium valuation, it is better to stay cautious about this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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TRV Stock Near 52-Week High: A Signal for Investors to Hold Tight?

The Progressive Corporation PGR, one of the largest U.S. auto insurers, is relatively well-positioned to manage tariff-related challenges under the Trump administration, leveraging its operational strengths while facing certain risks.
Tariff impositions are likely to have wide economic repercussions, including higher input costs, supply-chain disruptions and rising inflation. For the insurance industry, these pressures could translate into greater claims severity and increased operating expenses. Specifically, higher automobile and parts prices may elevate vehicle repair and replacement costs—a critical claims driver for property and casualty (P&C) insurers. Additionally, rising car prices could dampen new policy volumes, underscoring the need to maintain a balance between disciplined underwriting and prudent cost management.
Progressive’s digital-first strategy provides a competitive advantage in this setting. The company has integrated telematics, advanced data analytics, and machine learning to enable faster insights and dynamic pricing. Its flagship Snapshot program improves personal auto risk assessment, while Smart Haul and Snapshot ProView offer commercial customers value-added services that promote safer driving and reduce losses. These innovations help offset rising claims costs tied to expensive vehicle repairs.
Furthermore, Progressive benefits from a diversified portfolio spanning auto, home and commercial lines. Its portfolio offers some insulation against concentrated tariff-related risks in any one segment.
Although tariff-driven headwinds could put pressure on claims costs and demand, Progressive’s scale, innovative capabilities and disciplined execution increase its resilience. The insurer appears well-equipped to withstand near-term volatility, though sustained tariff impacts would require continued vigilance in pricing, underwriting and expense control.
What About PGR’s Peers?
Tariff imposition by the Trump administration is likely to raise costs and weigh on investment income, challenging Travelers Companies’ TRV and Allstate Corporation’s ALL profitability. Yet Travelers’ and Allstate’s diversified portfolio and prudent underwriting provide stability.
By applying advanced analytics, leveraging capital strength and executing prudent pricing, Travelers is strategically positioned to withstand tariff pressure while ensuring long-term competitiveness.
By utilizing technology, maintaining pricing flexibility and relying on strong capital reserves, Allstate is equipped to navigate tariff pressure while safeguarding resilience and competitive strength.
PGR’s Price Performance
Shares of PGR have gained 3.9% year to date, underperforming the industry.
Image Source: Zacks Investment Research
PGR’s Expensive Valuation
PGR trades at a price-to-book value ratio of 4.48, above the industry average of 1.53. But it carries a Value Score of B.
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Estimates for PGR Witness Northward Movement
The Zacks Consensus Estimate for PGR’s third-quarter and fourth-quarter 2025 EPS has moved up 1.3% and 0.2%, respectively, over the past 30 days. The same for full-year 2025 and 2026 has increased 1% and 0.7%, respectively.
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The consensus estimates for PGR’s 2025 revenues and EPS indicate year-over-year increases. While the consensus estimate for 2026 revenues indicates a year-over-year increase, the same for EPS indicates a year-over-year decline.
PGR stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Will Progressive's Resilience Be Tested by Trump's Tariff Imposition?

The Progressive Corporation PGR reported solid July 2025 results, wherein the top and bottom lines increased year over year. Net premiums written improved 11%, driven by the strong performance of operating businesses. Combined ratio — the percentage of premiums paid out as claims and expenses — improved 270 basis points (bps) from the prior-year quarter to 85.3.
PGR is one of the country’s largest auto insurance groups, the largest seller of motorcycle and boat policies, the market leader in commercial auto insurance and one of the top 15 homeowners carriers based on premiums written. This insurer is set to deliver steady profitability, given its solid market presence, a convincing portfolio of products and services, and underwriting and operational expertise.
Sneak Peek Into PGR’s July Results
PGR’s July 2025 earnings per share of $1.85 improved 34% year over year. Operating revenues increased 15.5% to $7.4 billion.
Policies in force were solid in the Personal Lines segment, increasing 15% from the year-ago month to 36.4 million. Special Lines improved 8% to 6.9 million. In the Personal Auto segment, Direct Auto increased 19% year over year to 15.4 million, whereas Agency Auto grew 15% to 10.5 million. The Property business had 3.6 million policies in force, up 7%.
Progressive’s Commercial Auto segment rose 7% to 1.2 million.
What’s Driving Progressive?
Being a leading auto insurer, PGR has a compelling product portfolio, which, coupled with prudent underwriting, helps it maintain healthy policies in force and a solid retention ratio. This, in turn, drives better premiums. Policy life expectancy (PLE), a measure of customer retention, has improved in the last few years across all business lines. Distinctive new auto insurance options, along with competitive pricing, should help sustain improvement in PLE.
As part of its growth strategy, Progressive is prioritizing auto bundles, lowering exposure to risky properties and increasing segmentation through product rollouts. The company remains focused on increasing the share of auto and home bundled households, investing in mobile applications, and rolling out products in a larger number of states.
Progressive relies on technology to streamline operations, improve customer service and offer competitive pricing. The insurance company is heavily investing in digital transformation and AI.
The company’s solid cash flow ensures continuous investment in growth initiatives, including digitalization to improve margins. PGR has been enhancing its book value and lowering leverage, banking on operational expertise. Though its leverage compares unfavorably with the industry average, the times interest earned outperforms the industry.
Progressive, one of the leading auto insurers in the U.S., benefits from a diversified product portfolio and disciplined underwriting practices, which underpin strong policy retention and premium growth. Policy life expectancy (PLE), a key measure of customer loyalty, has steadily improved across all business lines, supported by innovative offerings and competitive pricing that continue to strengthen customer relationships.
Progressive is seen as a leader in product, service and distribution innovation, especially in the Personal Auto segment. Rate increase, higher new personal auto applications, driven by higher advertising spend, an increase in non-rate actions to drive growth and a strong independent agents' network continue to drive the performance of Personal Auto. The Personal Auto segment thus remains a long-term growth driver for Progressive, fueling both premium volume and profitability.
Aligned with its growth strategy, Progressive is prioritizing bundled products, carefully reducing exposure to high-risk properties, and leveraging segmentation through tailored product rollouts. Initiatives to expand auto-home bundled households, increase mobile app engagement and broaden product availability across additional states are further strengthening its competitive position.
Technology is central to Progressive’s model, enabling operational efficiency, enhanced customer service and sustained pricing advantages. The company continues to invest significantly in digital transformation and AI, supported by strong operating cash flows that fund these initiatives and improve margins. At the same time, Progressive is enhancing book value and gradually lowering leverage. Although leverage levels remain above industry averages, its superior times-interest-earned ratio underscores robust debt-servicing ability and financial resilience.
Optimistic Analyst Sentiment on PGR
The Zacks Consensus Estimate for 2025 earnings has moved 1.3% higher, whereas the same for 2026 has moved 0.8% north in the same time frame.
Image Source: Zacks Investment Research
Progressive’s Growth Story
The Zacks Consensus Estimate for Progressive’s 2025 earnings is pegged at $17.48 per share, indicating an increase of 24.4% from the year-ago reported figure on 16.5% higher revenues of $87.5 billion. The consensus estimate for 2026 earnings is pegged at $16.62 per share, indicating a year-over-year decrease of 4.9% on 9.9% higher revenues of $96.1 billion.
The long-term earnings growth rate is pegged at 9.7%, better than the industry average of 7%. It has a Growth Story B.
PGR’s YTD Performance
Shares of Progressive have gained 5.5% year to date, underperforming the industry’s increase of 6.5%, the Finance sector’s rise of 10.6% and the Zacks S&P 500 composite’s gain of 8.9% in the said time frame..
Progressive vs. Industry, Sector, S&P 500
Image Source: Zacks Investment Research
Progressive shares are trading above the 50-day moving average, indicating a bullish trend.
Shares of Allstate Corporation ALL and Travelers Companies TRV, two other auto insurers, have gained 10.8% and 13.9%, respectively, in the said time frame.
Travelers holds a leading position in the U.S. auto, homeowners, and commercial property-casualty insurance markets. Its solid market standing and well-executed growth strategies are set to support ongoing expansion across both personal and commercial segments. The company is well-positioned for long-term growth, driven by high customer retention, strategic pricing improvements, rising new business volumes and positive momentum in renewal premiums.
Allstate is refining its strategy by focusing on its core strengths and exiting underperforming segments. The company projects growth in total Property-Liability policies in force this year, supported by higher auto insurance renewal rates and steady increases in new business. Backed by rising premium income, a growing protection services division and continued operational streamlining, Allstate is well-positioned to achieve sustained long-term growth.
Average Target Price for PGR Suggests Solid Upside
Based on short-term price targets offered by 20 analysts, the Zacks average price target is $291.70 per share. The average suggests a potential 16.4% upside from the last closing price.
Image Source: Zacks Investment Research
PGR Shares Are Expensive
PGR is currently expensive. It is trading at a P/B multiple of 4.54, higher than the industry average of 1.62. Given its market-leading presence, growth prospects, rising estimates and better return on invested capital, its premium valuation is justified.
Image Source: Zacks Investment Research
Progressive’s Favorable Return on Capital
Return on equity for the trailing 12 months was 35.4%, comparing favorably with the industry’s 7.7%. This reflects its efficiency in utilizing shareholders’ funds.
Image Source: Zacks Investment Research
Also, return on invested capital (ROIC) has been increasing over the last few quarters as the company raised its capital investment over the same time frame. This reflects PGR’s efficiency in utilizing funds to generate income. ROIC in the trailing 12 months was 21.9%, better than the industry average of 5.9%.
Image Source: Zacks Investment Research
What Should You Do With PGR Stock?
Progressive’s leadership position, better pricing and prudent underwriting standards should drive its shares. Optimistic growth projections, positive analyst sentiment, an impressive dividend history and a VGM Score of B instill confidence in PGR.
Thus, despite the premium valuation, this Zacks Rank #2 (Buy) stock stands a fair chance to be investors’ favorite and, therefore, is worth adding to their portfolios. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Progressive Posts Impressive July Results: Time to Buy the Stock?

(RTTNews) - The Allstate Corporation (ALL), an insurance company, Thursday said its estimated catastrophe losses for the month of July is $145 million.
This loss is due to 19 wind and hail events occurred in the month.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Allstate Corporation Estimates Catastrophe Losses Of $145 Million For July

Arch Capital Group Ltd. ACGL has been trading above its 50-day simple moving average (SMA), signaling a short-term bullish trend. Its share price as of Friday was $90.72, down 22.1% from its 52-week high of $116.47.
The 50-day SMA is a key indicator for traders and analysts to identify support and resistance levels. It is considered particularly important as this is the first marker of an uptrend or downtrend.
ACGL’s Price Performance
Shares of Arch Capital have lost 1.7 % in the year-to-date period, underperforming its industry, the sector, and the Zacks S&P 500 Composite’s growth of 5.1%, 10.8% and 9.6%, respectively, in the same time frame.
The insurer has a market capitalization of $33.9 billion. The average volume of shares traded in the last three months was 2.2 million.
ACGL vs Industry, Sector & S&P 500 YTD
Image Source: Zacks Investment Research
ACGL Shares Are Expensive
Arch Capitalshares are trading at a premium compared to the Zacks Property and Casualty Insurance industry. Its forward price-to-book value of 1.53X is higher than the industry average of 1.45X. The insurer has a Value Score of B.
However, shares of NMI Holdings Inc. NMIH, CNA Financial Corporation CNA are trading at a multiple lower than the industry average, while The Allstate Corporation ALL shares are trading at a premium.
Image Source: Zacks Investment Research
Projections for ACGL
The Zacks Consensus Estimate for 2025 revenues is pegged at $18.8 billion, implying a year-over-year improvement of 13.6%. The consensus estimate for Arch Capital’s current-year earnings is pegged at $8.12 per share, down 12.5% from the year-ago reported figure.
Average Target Price for ACGL Suggests Upside
Based on short-term price targets offered by 17 analysts, the Zacks average price target is $107.71 per share. The average indicates a potential 17.8% upside from the last closing price.
Image Source: Zacks Investment Research
Key Points to Note for ACGL
Arch Capital has maintained strong premium momentum, with net premiums written growing at a 12.9% CAGR from 2018 to 2024. Hard market rates, inflation-driven demand, and disciplined underwriting have fueled growth across P&C lines. In second-quarter 2025, ACGL’s net premiums written rose 15% year over year to $4.3 billion.
Arch Capital is well-positioned in the P&C insurance market, benefiting from a hard market environment that is characterized by rising premiums and increased demand for insurance coverage
Arch had 67% of its investments invested in fixed maturities as on 2024 end with short-term investments, equity securities and other investments accounting for the remaining. The company believes that its growing investment portfolio keeps providing meaningful tailwinds to its bottom line.
Arch Capital is bolstering its competitive position through acquisitions and targeted investments. The addition of MidCorp and Entertainment insurance businesses strengthens its U.S. middle-market scale while diversifying the portfolio. Investments in local market-focused teams sharpen marketing and growth execution. In Europe, Arch Capital expanded its platform with the launch of Arch Insurance Company (Europe) Limited in London.
The Russia-Ukraine conflict is weighing on ACGL’s operations, with sanctions on Russian oil, gas, and other goods directly impacting its marine and energy business lines. Ongoing geopolitical instability also exposes ACGL to unanticipated losses, which could materially pressure its financial results.
Arch Capital’s leverage and times-interest-earned ratios compare favorably with industry averages. However, while capital investment has been rising, return on invested capital has declined in recent quarters. Its trailing 12-month ROIC stands at 5.2%, below the industry average of 5.9%, highlighting inefficiencies in managing shareholders’ funds.
Conclusion
Overall, Arch Capital demonstrates solid fundamentals with consistent premium growth and strategic expansion across markets. However, elevated geopolitical risks, declining returns on invested capital, and a valuation premium temper the near-term outlook.
Ongoing headwinds limit meaningful upside for Arch Capital. It is therefore wise to adopt a wait-and-see approach on this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Arch Capital Trades Above 50-Day SMA: How to Play the Stock?

CNA Financial Corporation CNA has been trading above its 50-day and 200-day simple moving average (SMA), signaling a short-term bullish trend. Its share price as of Tuesday was $47.52, down 9.2% from its 52-week high of $52.36.
The 50-day SMA is a key indicator for traders and analysts to identify support and resistance levels. It is considered particularly important as this is the first marker of an uptrend or downtrend.
CNA’s Price Performance
Shares of CNA Financial have lost 1% over the year, underperforming its industry, the sector, and the Zacks S&P 500 Composite’s growth of 7.9%, 19% and 18.1%, respectively, in the same time frame.
The insurer has a market capitalization of $12.9 billion. The average volume of shares traded in the last three months was 0.5 million.
Image Source: Zacks Investment Research
CNA Shares Are Affordable
CNA Financialshares are trading at a discount compared to the Zacks Property and Casualty Insurance industry. Its forward price-to-book value of 1.21X is lower than the industry average of 1.42X. The insurer has a Value Score of B.
However, shares of other property and casualty (P&C) insurers like The Allstate Corporation ALL, Arch Capital Group Ltd. ACGL and The Progressive Corporation PGR are trading at a multiple higher than the industry average.
Image Source: Zacks Investment Research
Projections For CNA
The Zacks Consensus Estimate for 2025 revenues is pegged at $13.4 billion, implying a year-over-year improvement of 5.4%. The consensus estimate for CNA Financial’s current-year earnings is pegged at $4.39 per share, down 9.1% from the year-ago reported figure.
CNA beat earnings estimates in three of the past four quarters, with an average surprise of 8.8%. The consensus estimate for 2026 earnings per share and revenues indicates an increase of 8.4% and 3.5%, respectively, from the corresponding 2025 estimates.
Upward Estimate Revision
The Zacks Consensus Estimate has been revised upward for 2025 2026 over the past 30 days. For 2025, earnings have moved up 4.3% in the past 30 days, while those for 2026 have moved up 1.1% in the same time frame.
Image Source: Zacks Investment Research
Average Target Price for CNA Suggests Upside
Based on short-term price targets offered by two analysts, the Zacks average price target is $49 per share. The average indicates a potential 3.5% upside from the last closing price.
Image Source: Zacks Investment Research
Key Points to Note for CNA
CNA Financial has consistently reported growth in gross premiums written across all segments. This momentum is expected to continue, supported by a strong product portfolio, improved retention, favorable pricing and positive performance. The company has also achieved substantial improvement in the combined ratio of its property and casualty business in recent years, reflecting stronger underwriting profitability.
The company’s fixed-income strategy, with its largest allocations in diversified investment-grade corporates and highly rated municipal securities, is expected to support solid investment results. In the second quarter, net investment income rose 7.1% year over year to $662 million, driven by higher income from fixed-income securities on a larger invested asset base and favorable reinvestment rates, along with strong returns from limited partnerships and common stocks.
While CNA Financial has sustained growth in gross premiums written across all segments and continues to deliver strong investment results, the company is not without challenges. As a P&C insurer, it remains vulnerable to catastrophe losses from natural disasters and other weather-related events, an inherent risk that can add volatility to results.
Additionally, rising expenses in recent years, largely from higher net incurred claims, benefits, and amortization of deferred acquisition costs, have weighed on profitability. In the second quarter, total claims, benefits, and expenses increased 7.1% year over year to $3.3 billion, reflecting these upward cost pressures.
Conclusion
Overall, CNA Financial benefits from steady premium growth, healthier underwriting margins, and robust investment income. However, persistent exposure to catastrophe losses and a sustained rise in claims and expense levels continue to weigh on profitability. It is therefore wise to adopt a wait-and-see approach on this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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CNA Financial Trades Above 50-Day SMA: How to Play the Stock?

Progressive Corporation PGR stands out as a technology-driven leader in the insurance industry, using innovation to streamline operations, enhance customer service and keep pricing competitive. This leader in auto insurance is actively investing in generative AI to refine policy pricing and identify new growth opportunities. Its Snapshot telematics program, powered by machine learning and big data analytics, enhances personal auto rating accuracy by aligning pricing with individual driving behavior. This approach enhances risk segmentation, promotes safer driving, reduces claims and boosts profitability. Some other UBI options, like Smart Haul and Snapshot ProView, provide commercial auto customers with value-added services to encourage safe driving.
Progressive’s advanced digital platforms allow customers to manage policies, file claims and obtain quotes seamlessly through mobile apps and online portals, while AI-powered chatbots and virtual assistants improve efficiency and response times. These capabilities strongly appeal to younger, tech-oriented customers, boosting both retention and acquisition rates. In claims management, predictive analytics accelerates processing, enhances fraud detection, lowers costs and enhances customer satisfaction.
The U.S. auto insurance industry is poised to grow on increased awareness of the need for insurance, technological advancements, evolving car ownership trends, rising cost of ownership and the rise of online platforms. Thus, through sustained investment in advanced technology, Progressive adapts rapidly to market changes, reaches a broader audience and protects profitability in competitive conditions. With ongoing advances in AI and analytics, Progressive is well-positioned to refine underwriting precision, increase market penetration and drive long-term growth.
What About PGR’s Peers?
Travelers Companies TRV leverages AI, IoT, data analytics, and cloud computing to improve underwriting, claims, customer service and risk management. Travelers commits over $1 billion annually to technology, reinforcing innovation and efficiency. With this investment, Travelers aims to advance capabilities and strengthen its competitive edge in the insurance market.
Allstate Corporation ALL uses AI, telematics, and predictive analytics to refine underwriting, speed up claims and offer personalized pricing. Allstate’s mobile platforms and digital tools boost engagement and loyalty. Through continuous tech investment, Allstate enhances efficiency, sharpens its competitive edge and drives sustainable growth in the dynamic insurance market.
PGR’s Price Performance
Shares of PGR have gained 2.7% year to date, underperforming the industry.
Image Source: Zacks Investment Research
PGR’s Expensive Valuation
PGR trades at a price-to-book value ratio of 4.37, above the industry average of 1.43. But it carries a Value Score of B.
Image Source: Zacks Investment Research
Estimates for PGR Witness Northward Movement
The Zacks Consensus Estimate for PGR’s third-quarter and fourth-quarter 2025 EPS has moved up 5.3% and 2.9%, respectively, over the past 30 days. The same for full-year 2025 and 2026 has increased 5.1% and 3.2%, respectively.
Image Source: Zacks Investment Research
The consensus estimates for PGR’s 2025 revenues and EPS indicate year-over-year increases. While the consensus estimate for 2026 revenues indicates a year-over-year increase, the same for EPS indicates a year-over-year decline.
PGR stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Tech Innovations to Power Progressive's Growth in Auto Insurance?

Key Points
Allstate (NYSE:ALL) reported adjusted EPS of $5.94, beating the $3.25 analyst estimate (non-GAAP).
Revenue (GAAP) rose to $16.6 billion, Non-GAAP EPS surpassed estimates, showing 5.8% growth versus the prior year period.
The property-liability combined ratio improved to 91.1, led by favorable prior-year reserve development and stronger underwriting profits in auto and homeowners insurance.
Allstate (NYSE:ALL), a leading personal property and casualty insurer best known for its "You're In Good Hands" slogan, released its second quarter results on July 30, 2025. The headline results showed significant outperformance: adjusted earnings per share were $5.94, crushing the $3.25 consensus estimate, while total revenue (GAAP) reached $16.6 billion, ahead of the projected $15.2 billion (GAAP). Net income for common shareholders (GAAP) was $2.1 billion, compared to $301 million a year earlier, reflecting a notable gain from a divestiture. Management outlined progress in underwriting profitability, a rebound in policy growth, and ongoing digital transformation. The quarter marked a clear step forward for the company on several key financial and operational metrics.
Metric
Q2 2025
Q2 2025 Estimate
Q2 2024
Y/Y Change
EPS (Adjusted, Non-GAAP)
$5.94
$3.25
$1.61
269.6 %
Revenue (GAAP)
$16.6 billion
$15.21 billion
$15.7 billion
5.7 %
Net Income Applicable to Common Shareholders (GAAP)
$2.1 billion
$301 million
NM
Property-Liability Premiums Earned
$14.3 billion
$13.3 billion
7.5 %
Net Investment Income
$754 million
$712 million
5.9 %
Business Model and Recent Strategic Focus
Allstate operates as one of the largest personal property and casualty insurers in the United States. Its business centers on auto and homeowners insurance, supplemented by service offerings like protection plans and identity protection. With over 208 million policies in force, it leverages its strong brand and reach through direct sales, exclusive agents, and independent agents.
In recent years, the company has shifted toward digital transformation, cost reduction, and multi-channel product access. Management has focused on expanding product distribution, launching digitally-focused insurance products, and strengthening risk management through advanced pricing algorithms and expanded reinsurance. Key to its success is maintaining underwriting discipline, improving digital tools, and expanding strategic growth areas beyond traditional core insurance lines.
Quarter in Detail: Performance, Products, and Trends
The quarter saw Allstate deliver large gains relative to both last year's results and analyst forecasts. Property-liability premiums earned rose to $14.3 billion, while net investment income was $754 million. Net income attributable to shareholders (GAAP) was $2.1 billion, including a $643 million after-tax gain from divesting the Employer Voluntary Benefits business.
Underwriting profitability improved sharply. The property-liability combined ratio, a measure comparing insurance claims and expenses to premiums, dropped to 91.1 from 101.1 in the prior-year quarter. A combined ratio below 100 means that earned premiums exceeded claims and expenses. The improvement came from favorable reserve releases in auto insurance (notably a $415 million benefit from prior-year claims estimates). and lower catastrophe impacts relative to premium size, especially in homeowners. Auto insurance lines achieved a combined ratio of 86.0, down almost 10 points year over year, while homeowners logged 102.0, which still reflects pressure from catastrophe losses but is better than last year’s 111.5.
New digital products and distribution channels helped Allstate grow new business, particularly with the "Affordable, Simple, Connected" branded auto product now available in 36 states as of Q1 2025 and companion homeowners coverage reaching 6 states. The company also saw strong contributions from its Protection Services segment, which includes Allstate Protection Plans (warranty protection for consumer products), Dealer Services (vehicle service contracts), and identity protection. Protection Services revenue increased to $867 million, up 12.2%, led by a 16.6% gain in Protection Plans revenue. Arity, the company’s telematics and data analytics affiliate, posted 13.5% revenue growth.
Total policies in force rose 4.2%, led by growth in Protection Plans. Core personal auto policies increased 0.5%, and homeowners policies were up 2.3%. However, commercial policies in force fell 31.3%, moderating overall policy gains. Management pointed to improved new business volumes in Q1 2025 but acknowledged that customer retention, especially in auto, remains below historical averages, prompting ongoing investment in retention initiatives like the S.A.V.E. program.
The company’s investment portfolio reached $77.4 billion as of Q2 2025. Market-based investment income increased $66 million year over year, while performance-based strategies showed a drop, reflecting lower private equity returns. Allstate booked net investment losses of $144 million (GAAP), attributed to rebalancing and risk reduction moves. The company also completed strategic divestitures: the Employer Voluntary Benefits business closed April 1, with a $643 million gain realized, and the Group Health segment, sold July 1, is expected to provide a GAAP gain of approximately $500 million in Q3 2025.
The quarterly dividend was raised 9% to $1.00 per share. Share buyback activity reached $341 million. Allstate continues its long-term approach to shareholder returns, allocating capital for growth but also prioritizing buybacks and dividend growth when excess capital is available.
Looking Ahead: Management Outlook and Investor Focus
Management did not provide formal financial guidance for the upcoming quarter or rest of fiscal 2025. The company stressed its intention to expand distribution and digital product development, while remaining disciplined on underwriting and cost management.
An expected $500 million financial book gain related to the Group Health business divestiture will appear in Q3 2025 results. Investors should closely watch for sustained trends in policy growth, retention rates in core auto and homeowners lines, and ongoing exposure to catastrophe risks such as hurricanes and wildfires. Allstate’s capital position remains robust, with management indicating flexibility to invest in growth or return further capital to shareholders as conditions allow.
Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted.
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Allstate (ALL) Q2 EPS Jumps 270%

The Zacks Property and Casualty Insurance (P&C) industry is likely to benefit from better pricing, prudent underwriting and exposure growth. Industry players like Berkshire Hathaway (BRK.B), The Progressive Corporation PGR, Chubb Limited CB, The Travelers Companies TRV and The Allstate Corporation ALL are poised to grow despite a rise in catastrophic events. Given an active catastrophe environment, the policy renewal rate should accelerate. Also, the increasing adoption of technology and the emergence of insurtech will help the industry players function smoothly.
However, insurers are witnessing a decline in pricing after several years of rate rise. Also, the last year witnessed three interest rate cuts, and there is a possibility of more this year. Though insurers are direct beneficiaries of an improved rate environment and rate cuts are headwinds, investment income is expected to remain strong, given insurers’ diverse investment portfolio as well as continued growth of private market investments. The imposition of tariffs by President Trump, as well as higher inflation, will have an impact on pricing. Nonetheless, an improvement in surplus and accelerated economic activities set the stage for a better M&A environment. Per Fitch Ratings, personal auto is expected to stay strong, and coupled with better investment results and lower claims, should fuel insurers' performance in 2025.
About the Industry
The Zacks Property and Casualty Insurance industry comprises companies that provide commercial and personal property insurance, and casualty insurance products and services. Such insurance helps to safeguard property in case of any natural or man-made disasters. Liability coverages are also provided by some industry players. The insurance coverage offered also includes automobiles, professional risk, marine, excess casualty, aviation, personal accident, commercial multi-peril, and professional indemnity and surety. Premiums are the primary source of revenues for these insurers. Better pricing and increased exposure drive premiums. These companies invest a portion of premiums to meet their commitments to policyholders. However, three rate cuts last year and a few more expected this year raise concerns.
4 Trends Shaping the Future of the Property and Casualty Insurance Industry
Proper pricing to help navigate claims: Catastrophes remain a major concern for insurers due to the high losses incurred, leading to rate increases to ensure claims payouts. Per Global Insurance Market Index by Marsh, global commercial insurance rates fell 4% in the second quarter. Fitch Ratings expects strong performance in personal auto insurance, driven by improved investment returns and reduced claims. S&P Global projects that underwriting profits in this segment will stabilize as insurers aim to grow policy volumes while keeping rates steady or slightly reduced. Deloitte estimates gross premiums to grow sixfold to $722 billion by 2030, with China and North America accounting for over two-thirds of the total. Swiss Re predicts premium growth of 5% in 2025 and 4% in 2026.
Catastrophe loss induces volatility in underwriting profits: The property and casualty insurance industry is susceptible to catastrophe events, which drag down underwriting profits. Per a Colorado State University (CSU) report, 2025 will have an above-normal hurricane season. The latest report published by CSU states that the 2025 hurricane season may have 23 named storms, including eight hurricanes and three major hurricanes. The first half of 2025 already incurred global insured losses from natural disasters of least $100 billion per a Risk and Insurance report. Swiss Re estimates the combined ratio to improve from 2023 to 98.5% in 2025 and deteriorate by another 50 basis points to 99% in 2026. Underwriting profitability is expected to be under pressure, primarily due to soft performance in personal lines, which are expected to witness higher catastrophe losses per Insurance Information Institute and Milliman. Exposure growth, better pricing, prudent underwriting and favorable reserve development will help withstand the blow. Also, frequent occurrences of natural disasters should accelerate the policy renewal rate.
Merger and acquisitions: Consolidation in the property and casualty industry is likely to continue as players look to diversify their operations into new business lines and geography. Buying businesses along the same lines will also continue as players look to gain market share and grow in their niche areas. With a sturdy capital level, the industry is witnessing a number of mergers, acquisitions and consolidations.
Increased adoption of technology: The industry is witnessing increased use of technology like blockchain, artificial intelligence, advanced analytics, telematics, cloud computing and robotic process automation that expedite business operations and save costs. The industry has also witnessed the emergence of insurtechs or technology-led insurers. The focus of insurtech is mainly on the property and casualty insurance industry. Insurers continue to invest heavily in technology, generative AI in particular, as it is expected to improve basis points, scale and efficiencies. However, the use of technology poses cyber threats.
Zacks Industry Rank Indicates Bright Prospects
The group's Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bright prospects in the near term. The Zacks Property and Casualty Insurance industry, which is housed within the broader Zacks Finance sector, currently carries a Zacks Industry Rank #92, which places it in the top 38% of more than 250 Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.
The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregates. Earnings estimates for 2025 have increased 2.9% year over year.
Before we present a few property and casualty stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Underperforms Sector and the S&P 500
The Property and Casualty Insurance industry has underperformed its sector and the Zacks S&P 500 composite year to date. The stocks in this industry have collectively risen 4.7% compared with the sector’s increase of 9.8% and the Zacks S&P 500 composite’s increase of 6.9% in the said time frame.
Year-to-Date Price Performance
Current Valuation
On the basis of the trailing 12-month price-to-book (P/B), which is commonly used for valuing insurance stocks, the industry is currently trading at 1.53X compared with the S&P 500’s 8.5X and the sector’s 4.27X.
Over the past five years, the industry has traded as high as 1.71X, as low as 1.16X and at the median of 1.4X.
Price-to-Book (P/B) Ratio (TTM)
Price-to-Book (P/B) Ratio (TTM)
5 Property and Casualty Insurance Stocks to Focus On
Here, we are discussing one Zacks Rank #2 (Buy) stock and four Zacks Rank #3 (Hold) stocks from the P&C Insurance industry. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Progressive Corporation: Based in Mayfield Village, OH, Progressive is one of the major auto insurers in the country. It is the largest seller of motorcycle and boat policies, the market leader in commercial auto insurance and one of the top 15 homeowners carriers based on premiums written. A solid market presence, a convincing portfolio of products and services, and underwriting and operational expertise should help this insurer deliver steady profitability. It carries a Zacks Rank #2.
The Zacks Consensus Estimate for PGR’s 2025 earnings suggests 23.4% year-over-year growth. The consensus estimate for 2025 and 2026 earnings has moved 3% and 1.3% north, respectively, in the past seven days. It delivered a four-quarter average earnings surprise of 8.23%. It has a VGM Score of A. The expected long-term earnings growth rate is pegged at 9.5%, better than the industry average of 6.7%.
Berkshire Hathaway: Omaha, NE-based Berkshire Hathaway owns more than 90 subsidiaries in insurance, railroads, utilities, manufacturing services, retail and homebuilding. BRK.B is one of the largest property and casualty insurance companies measured by premium volume. BRK.B, carrying a Zacks Rank #3, should continue to benefit from its growing Insurance business as well as Manufacturing, Service and Retailing, and Finance and Financial Products segments. Continued insurance business growth fuels an increase in float, drives earnings and generates maximum return on equity. With Warren Buffett at its helm, Berkshire continues to create tremendous value for shareholders.
The Zacks Consensus Estimate for 2026 bottom line suggests a year-over-year increase of 5%. The expected long-term earnings growth rate is 7%. It delivered a four-quarter average earnings surprise of 13.4%.
Price and Consensus: BRK.B
Chubb Limited: Headquartered in Zurich, Switzerland, Chubb is one of the world’s largest providers of property and casualty insurance and reinsurance and the largest publicly traded P&C insurer based on market capitalization. Chubb is poised for long-term growth as it capitalizes on the potential of middle-market businesses (both domestic and international) as well as enhances traditional core packages and specialty products. Investments in various strategic initiatives bode well for growth. It focuses on cyber insurance, which has immense room for growth. This Zacks Rank #3 insurer has increased dividends for 32 straight years.
The Zacks Consensus Estimate for CB’s 2026 earnings suggests 18.9% year-over-year growth. The expected long-term earnings growth rate is 3.7%. The consensus estimate for 2025 has moved 0.2% north in the past seven days. It delivered a four-quarter average earnings surprise of 10.85%. The expected long-term earnings growth rate is pegged at 4.2%.
Travelers Companies: Based in New York, NY, Travelers Companies is one of the leading writers of auto and homeowners’ insurance, plus commercial U.S. property-casualty insurance. High levels of retention, improved pricing, increased new business and a positive renewal premium change, banking on the strength of a compelling product portfolio of coverages across nine lines of business, position it well for growth. Travelers’ commercial businesses should continue to perform well on the back of stability in the markets where it operates, as well as the execution of its strategies. It carries a Zacks Rank #3.
The Zacks Consensus Estimate for TRV’s 2026 earnings suggests 20.5% year-over-year growth. The consensus estimate for 2025 and 2026 has moved up 10.2% and 1.7%, respectively, in the past seven days. It delivered a four-quarter average earnings surprise of 89.97%. It has a VGM Score of B. The expected long-term earnings growth rate is pegged at 4.5%.
Allstate: Headquartered in Northbrook, IL, Allstate is the third-largest P&C insurer and the largest publicly held personal lines carrier in the United States. Its premiums are poised to improve courtesy of rate increases in auto and home insurance businesses, as well as an enhanced distribution strategy. The company keeps expanding its Protection Services business with strategic acquisitions, which position it for long-term growth. Divestments and cost-cutting measures are expected to enhance the margins of this Zacks Rank #3 insurer.
The Zacks Consensus Estimate for ALL’s 2025 and 2026 earnings suggests 0.1% and 22% year-over-year growth, respectively. The consensus estimate has moved up 1 cent in the past seven days. The company delivered a four-quarter average earnings surprise of 134.91%. The expected long-term earnings growth rate is pegged at 10.5%. It has a VGM Score of A.
Price and Consensus: ALL
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5 P&C Insurance Stocks to Watch Amid Increased Digitalization

$920,000 of ALLSTATE INSURANCE COMPANY lobbying was just disclosed, from Q2 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"NFIP Reauthorization Housing and Urban Development (HUD) Disparate Impact Rule and impact on insurance HR1109Litigation Transparency Act of 2025 Third-party litigation funding disclosure legislation RAMP Act/Medicare Secondary Payer GSE Insurance Requirements
SMART Act and issues related to design patent reform
S336Disaster Mitigation and Tax Parity Act of 2025 HR1481Catastrophic Risk Transfer Act of 2025 Expiring TCJA tax provisions and reforms impacting the insurance industry S586Flood Insurance Affordability Tax Credit Act Third party litigation funding taxation
HR1566 / S1379REPAIR Act Federal Communications Commission (FCC) rulemaking request of the FCC to identify all burdensome rules CFPB Data Brokers Rule and impact on insurance
RAMP Act to simplify Medicare claims settlement
Proposed legislation related to a national data privacy law
Autonomous Vehicle legislation related to vehicle generated data
Issues related to natural disaster preparedness, mitigation and resiliency Value and impact of NOAA weather data Value and impact of FEMA pre and post disaster mitigation programs HR1105Disaster Resiliency and Coverage Act of 2025 HR471Fix our Forests Resilient AMERICA Act focused on disaster and risk mitigation funding
HR1981, S890Choice in Affordable Housing Act GSE Rules and Insurance Requirements"
You can find more data on corporate lobbying on Quiver Quantitative.
ALL Congressional Stock Trading
Members of Congress have traded $ALL stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ALL stock by members of Congress over the last 6 months:
ALL Insider Trading Activity
ALL insiders have traded $ALL stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.
Here’s a breakdown of recent trading of $ALL stock by insiders over the last 6 months:
THOMAS J WILSON (Chairman, President & CEO) has made 0 purchases and 26 sales selling 332,185 shares for an estimated $67,596,208.
JESSE E MERTEN (EVP & Chief Financial Officer) has made 0 purchases and 4 sales selling 40,102 shares for an estimated $7,480,244.
JUDITH A SPRIESER sold 1,300 shares for an estimated $272,145
ALL Hedge Fund Activity
We have seen 673 institutional investors add shares of ALL stock to their portfolio, and 700 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
FRANKLIN RESOURCES INC added 4,310,485 shares (+1746.8%) to their portfolio in Q1 2025, for an estimated $892,572,128
PRICE T ROWE ASSOCIATES INC /MD/ added 2,374,684 shares (+25.4%) to their portfolio in Q1 2025, for an estimated $491,725,815
BOSTON PARTNERS added 2,134,893 shares (+613.9%) to their portfolio in Q1 2025, for an estimated $442,072,293
GAMMA INVESTING LLC removed 1,266,397 shares (-99.4%) from their portfolio in Q2 2025, for an estimated $254,938,380
MILLENNIUM MANAGEMENT LLC removed 1,263,371 shares (-95.7%) from their portfolio in Q1 2025, for an estimated $261,606,232
STRATEGIC FINANCIAL CONCEPTS, LLC removed 1,114,760 shares (-99.6%) from their portfolio in Q1 2025, for an estimated $230,833,353
BANK OF NEW YORK MELLON CORP removed 1,087,755 shares (-31.3%) from their portfolio in Q1 2025, for an estimated $225,241,427
ALL Analyst Ratings
Wall Street analysts have issued reports on $ALL in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
UBS issued a "Buy" rating on 07/09/2025
Keefe, Bruyette & Woods issued a "Outperform" rating on 07/09/2025
William Blair issued a "Sector Outperform" rating on 06/06/2025
Morgan Stanley issued a "Overweight" rating on 05/06/2025
Raymond James issued a "Strong Buy" rating on 05/05/2025
Evercore ISI Group issued a "Outperform" rating on 05/01/2025
Barclays issued a "Underweight" rating on 04/11/2025
To track analyst ratings and price targets for ALL, check out Quiver Quantitative's $ALL forecast page.
Multiple analysts have issued price targets for $ALL recently. We have seen 8 analysts offer price targets for $ALL in the last 6 months, with a median target of $232.5.
Here are some recent targets:
Brian Meredith from UBS set a target price of $235.0 on 07/09/2025
Meyer Shields from Keefe, Bruyette & Woods set a target price of $237.0 on 07/09/2025
Alex Scott from Barclays set a target price of $188.0 on 07/07/2025
Bob Huang from Morgan Stanley set a target price of $235.0 on 05/06/2025
Elyse Greenspan from Wells Fargo set a target price of $197.0 on 05/06/2025
C. Gregory Peters from Raymond James set a target price of $250.0 on 05/05/2025
Oliver Wintermantel from Evercore ISI Group set a target price of $230.0 on 05/01/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.