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Progressive Reports August 2026 Results

Progressive’s August 2026 results show expanding premiums and policy counts but weaker underwriting profitability and lower net income versus last year.

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Progressive (PGR) reported August 2026 results showing higher premiums and policies in force but lower profit compared with August 2025.

Net premiums written were $7.61 billion, up 6% year over year, and net premiums earned were $7.35 billion, up 5%. Net income declined 22% to $951 million, and earnings per share available to common shareholders fell 21% to $1.63. Total pretax net realized gains on securities were $108 million, up 38%.

The combined ratio, a key underwriting profitability metric, deteriorated to 89.3 from 83.1, an increase of 6.2 points. Average diluted equivalent common shares decreased 1% to 582.1 million.

Policies in force rose 7% to 40.49 million, driven by 7–9% growth in personal auto and special lines, while property policies were flat and commercial lines policies increased 4%.

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Positive

  • Net premiums written up 6% year over year to $7.61 billion in August 2026
  • Net premiums earned up 5% year over year to $7.35 billion in August 2026
  • Total policies in force up 7% year over year to 40.49 million
  • Pretax net realized gains on securities rose 38% to $108 million

Negative

  • Net income down 22% year over year to $951 million in August 2026
  • Earnings per share available to common shareholders down 21% to $1.63
  • Combined ratio worsened by 6.2 points to 89.3 in August 2026

Market Context

The July 2026 results generated a 4.83% 24-hour gain despite lower monthly earnings, providing a mix...
Analysis

The July 2026 results generated a 4.83% 24-hour gain despite lower monthly earnings, providing a mixed historical market precedent for this August release’s premium growth and profitability decline.

Key Figures

Net premiums written: $7,605 million Net premiums earned: $7,354 million Net income: $951 million +4 more
Net premiums written
$7,605 million
August 2026; up 6% from August 2025
Net premiums earned
$7,354 million
August 2026; up 5% from August 2025
Net income
$951 million
August 2026; down 22% from August 2025
Per share available to common shareholders
$1.63
August 2026; down 21% from August 2025
Pretax net realized gains on securities
$108 million
August 2026; up 38% from August 2025
Combined ratio
89.3
August 2026; 6.2 points higher than August 2025
Total policies in force
40,492 thousand
August 31, 2026; up 7% from August 31, 2025

Historical Context

2 past events · Latest: Aug 19
2 events
  1. Aug 19

    July results

    24h Move
    +4.8%

    Monthly earnings and EPS fell while premium growth remained positive; combined ratio worsened.

  2. Jul 15

    June results

    24h Move
    -9.4%

    June monthly earnings and EPS declined while premiums grew and the combined ratio worsened.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

net premiums written, net premiums earned, combined ratio, policies in force
4 terms
net premiums written financial
"Net premiums written | $7,605 | $7,199 | 6 | %"
Net premiums written is the total amount of insurance premium a company has agreed to collect from customers for new and renewed policies during a period, after subtracting premiums it passes on to other insurers (reinsurance) and cancellations. It matters to investors because it shows the insurer’s actual sales growth and risk retained—like a retailer’s sales after returns and wholesale transfers—so rising net premiums written can signal stronger future revenue and underwriting exposure.
net premiums earned financial
"Net premiums earned | $7,354 | $7,036 | 5 | %"
The portion of insurance premiums that a company recognizes as revenue for a specific accounting period after subtracting any amounts paid to other insurers for reinsurance; it represents the cost of insurance coverage actually provided during that time. Think of a year‑long subscription where only the months used are counted as income. Investors watch net premiums earned to gauge an insurer’s revenue growth and underwriting performance, separate from one‑time sales or changes in policy counts.
combined ratio financial
"Combined ratio | 89.3 | 83.1 | 6.2 | pts."
The combined ratio is a way insurance companies measure how well they are doing by adding up all their costs and claims and comparing them to the money they earn from premiums. If the ratio is below 100%, it means the company is making a profit; if it's above 100%, they are losing money. It helps see if an insurance company is financially healthy or not.
policies in force financial
"Policies in Force Personal Lines Agency – auto"
Policies in force are the insurance contracts that are currently active and able to pay claims, similar to the number of active subscriptions a company has. For investors, they show the scale of an insurer’s current business and help indicate potential future revenue from premiums and ongoing exposure to claims; rising counts suggest growth, while shrinking counts can signal lapses or reduced future income.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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MAYFIELD VILLAGE, OHIO, Sept. 18, 2026 (GLOBE NEWSWIRE) -- The Progressive Corporation (NYSE:PGR) today reported the following results for the month ended August 31, 2026:

 August
(millions, except per share amounts and ratios; unaudited)2026 2025 Change
Net premiums written$7,605 $7,199 6 %
Net premiums earned$7,354 $7,036 5 %
Net income$951 $1,220 (22)%
Per share available to common shareholders$1.63 $2.07 (21)%
Total pretax net realized gains (losses) on securities$108 $78 38 %
Combined ratio 89.3  83.1 6.2 pts.
Average diluted equivalent common shares 582.1  588.1 (1)%


 August 31,
(thousands; unaudited)
2026 2025 % Change
Policies in Force     
Personal Lines     
Agency – auto11,343 10,575 7
Direct – auto16,879 15,524 9
Special lines7,378 6,955 6
Property3,647 3,639 0
Total Personal Lines39,247 36,693 7
Commercial Lines1,245 1,197 4
Total40,492 37,890 7
      
      

See Progressive’s complete monthly earnings release for additional information.

About Progressive

Progressive Insurance® makes it easy to understand, buy and use car insurance, home insurance, and other protection needs. Progressive offers choices so consumers can reach us however it’s most convenient for them — online at progressive.com, by phone at 1-800-PROGRESSIVE, via the Progressive mobile app, or in-person with a local agent.

Progressive provides insurance for personal and commercial autos and trucks, motorcycles, boats, recreational vehicles, and homes; it is a leading seller of personal auto, commercial auto, motorcycle, and boat insurance, and one of the top 15 homeowners insurance carriers in the United States. 

Founded in 1937, Progressive continues its long history of offering shopping tools and services that save customers time and money, like Name Your Price®, Snapshot®, and HomeQuote Explorer®.

The Common Shares of The Progressive Corporation, the Mayfield Village, Ohio-based holding company, trade publicly at NYSE: PGR.

Company Contact:
Julianna Paterra, CFA
(719) 432-2509
investor_relations@progressive.com

The Progressive Corporation 
300 North Commons Blvd.
Mayfield Village, Ohio 44143
http://www.progressive.com

Download PDF: Progressive August 2026 Complete Earnings Release


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How did Progressive’s personal auto and special lines policies in force change in August 2026?

Personal Lines policies in force grew across most categories. Agency auto policies increased 7% year over year to 11.343 million, direct auto policies rose 9% to 16.879 million, and special lines policies increased 6% to 7.378 million. Property policies were essentially flat at 3.647 million.

What was the trend in Progressive’s commercial lines policies in force?

Commercial Lines policies in force increased 4% year over year, from 1.197 million as of August 31, 2025 to 1.245 million as of August 31, 2026.

Where can investors find Progressive’s complete August 2026 earnings details?

The company directs investors to Progressive’s complete monthly earnings release for additional information, which can be accessed through its website at progressive.com or via the provided link to download the August 2026 complete earnings release PDF.

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