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Progressive price target lowered to $343 from $347 at BofA

BofA lowered the firm’s price target on Progressive (PGR) to $343 from $347 and keeps a Buy rating on the shares. While the firm’s EPS forecast falls slightly as policies in force growth underperformance flows through the model and its 2025 EPS estimate changes as it interpolates the August results the company reported, the analyst adds that Progressive’s margins on business are the best they have been in the monthly reporting era, arguing that the firm’s “much higher-than-consensus EPS forecast runs the risk of being too low.”

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