Company Dossier · Financials
Progressive Corporation
- S&P 500
- Russell 1000
What Progressive Corporation is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $91.1 billion, up 10% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $15.9 billion, down 3.2% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.39 billion, up 18% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2016: $0.19 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 14, 2026): sentiment 0.00 on a −1 to +1 scale (mixed), confidence 0.00 of 1.Palanor Discourse
- Latest annual report (filed March 2, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $23.2 million on the open market.SEC Form 4
- 1,831 institutional managers reported a position at June 30, 2026 (+54 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 16 (19 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Jan 27, 2026 →
Company Posture
How Company Posture is measured →What Progressive Corporation is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Hedging
Expanding ↔ Retrenching
Expanding
- Capital spending54th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings70th pct
- Deals and private raises48th pct
- Patent publications55th pct
Confident ↔ Hedging
Hedging
- Call sentiment4th pct
- Call confidence0th pct
- Guidance changes—
- Risk factors added75th pct
- Insider open-market trades41st pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver10th pct
- Stress filings49th pct
Credit
How these are built →Progressive Corporation's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$1.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Mar 23, 2026 | $500M | 4.600% | 2031 (5y) | +65bp | 4.603% |
| Mar 23, 2026 | $1B | 5.150% | 2036 (10y) | +85bp | 5.192% |
From the pricing term sheets Progressive Corporation filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Progressive Corporation, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralProgressive: AI Was Supposed To Break Competitive Moat, But Has Reinforced It (PGR)
seekingalpha.com · via Marketaux · Oct 7, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jun 17, 20268-KDirector or officer changeItem 5.02
- May 12, 20268-KDirector or officer changeItem 5.02
- May 12, 20268-KShareholder vote resultsItem 5.07
- Mar 2, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 28, 20268-KDirector or officer changeItem 5.02
- Jan 27, 2026Risk event
- Dec 9, 2025Patent
- Dec 2, 2025Patent
- May 13, 20258-KShareholder vote resultsItem 5.07
- Mar 10, 20258-KDirector or officer changeItem 5.02
- Mar 3, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 7, 2025Patent
- Jun 4, 2024Patent
- Mar 12, 2024Patent
- Feb 26, 202410-KAnnual report (10-K)1 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Allstate ALL | $70.1B | $12.3B | Jun 30, 2026 |
| Chubb Limited CB | $60.8B | — | Mar 31, 2026 |
| Travelers Companies (The) TRV | $48.9B | — | Sep 30, 2026 |
| Arch Capital Group ACGL | $19.2B | $6.1B | Jun 30, 2026 |
| W. R. Berkley Corporation WRB | $14.9B | — | Jun 30, 2026 |
| Cincinnati Financial CINF | $13.9B | $3.4B | Jun 30, 2026 |
| Old Republic International ORI | $9.7B | — | Jun 30, 2026 |
| First American Financial Corporation FAF | $8.0B | $0.8B | Jun 30, 2026 |