Group 1: Institutional Holdings - GAMMA Investing LLC increased its stake in Progyny by 233.9% in Q1, now owning 5,379 shares valued at $120,000 after purchasing an additional 3,768 shares [1] - Wealth Enhancement Advisory Services LLC acquired a new position worth $354,000 in Progyny during Q1 [1] - New York State Teachers Retirement System raised its stake by 0.7%, now holding 73,200 shares valued at $1,635,000 after buying 500 additional shares [1] - Principal Financial Group Inc. increased its position by 2.9%, owning 471,826 shares worth $10,541,000 after purchasing 13,246 shares [1] - Cerity Partners LLC grew its holdings by 116.9%, now owning 28,881 shares valued at $645,000 after buying 15,563 shares [1] - Hedge funds and institutional investors collectively own 94.93% of Progyny's stock [1] Group 2: Insider Transactions - Director Kevin K. Gordon sold 2,500 shares at an average price of $22.04, totaling $55,100, resulting in a 16.67% decrease in his position [2] - EVP Allison Swartz sold 2,398 shares at an average price of $22.96, totaling $55,058, leading to a 2.92% decrease in her ownership [2] - Insiders sold a total of 7,895 shares worth $179,311 over the last quarter, with insiders owning 9.40% of the company's stock [2] Group 3: Financial Performance - Progyny reported $0.19 earnings per share for the quarter, missing analysts' estimates of $0.42 by $0.23 [4] - The company had revenue of $332.87 million for the quarter, exceeding analyst estimates of $315.70 million, representing a 9.5% year-over-year increase [4] - Progyny's return on equity was 10.69% with a net margin of 4.28% [4] - The company has set Q3 2025 guidance at EPS and FY 2025 guidance at 1.700-1.780 EPS [4] Group 4: Stock Performance and Analyst Ratings - PGNY stock opened at $18.71, with a market cap of $1.61 billion, a P/E ratio of 31.71, and a P/E/G ratio of 1.59 [3] - The stock has a 12-month low of $13.39 and a high of $26.76, with 50-day and 200-day simple moving averages at $21.30 and $21.93, respectively [3] - Canaccord Genuity raised its target price from $21.00 to $23.00, maintaining a "hold" rating [5] - Truist Financial increased its price target from $24.00 to $27.00, also giving a "hold" rating [5] - Wall Street Zen upgraded Progyny from "hold" to "buy" [5] - The consensus rating for Progyny is "Moderate Buy" with a target price of $25.44 [5]