In its upcoming report, Progressive (PGR) is predicted by Wall Street analysts to post quarterly earnings of $4.30 per share, reflecting an increase of 62.3% compared to the same period last year. Revenues are forecasted to be $21.52 billion, representing a year-over-year increase of 17.9%.The consensus EPS estimate for the quarter has been revised 1.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates d ...

For the quarter ended March 2025, MidCap Financial Investment (MFIC) reported revenue of $78.7 million, up 15.2% over the same period last year. EPS came in at $0.37, compared to $0.44 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $82.29 million, representing a surprise of -4.37%. The company delivered an EPS surprise of -5.13%, with the consensus EPS estimate being $0.39.While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...

For the quarter ended March 2025, FS KKR Capital (FSK) reported revenue of $400 million, down 7.8% over the same period last year. EPS came in at $0.65, compared to $0.73 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $396.62 million, representing a surprise of +0.85%. The company delivered an EPS surprise of +1.56%, with the consensus EPS estimate being $0.64. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Core Insights - The Baldwin Insurance Group reported revenue of $413.41 million for the quarter ended March 2025, reflecting an 8.7% increase year-over-year, but a slight miss of 1.03% against the Zacks Consensus Estimate of $417.7 million [1] - Earnings per share (EPS) for the quarter was $0.65, matching the consensus estimate but up from $0.56 in the same quarter last year [1] Revenue Performance - Organic revenue growth was reported at 10%, slightly above the four-analyst average estimate of 9.9% [4] - Revenue from Insurance Advisory Solutions was $227.67 million, below the average estimate of $238.87 million, but showing a year-over-year increase of 2.4% [4] - Underwriting, Capacity & Technology Solutions generated $125.17 million, exceeding the average estimate of $118.98 million, with a significant year-over-year growth of 20.5% [4] - Mainstreet Insurance Solutions reported revenue of $77.87 million, slightly below the average estimate of $80.13 million, with an 8.6% year-over-year increase [4] - Commissions and fees revenue was $410.53 million, close to the average estimate of $412.08 million [4] - Investment income reached $2.87 million, surpassing the average estimate of $2.78 million [4] Stock Performance - The Baldwin Insurance Group's shares have returned -1.2% over the past month, contrasting with the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Wall Street analysts forecast Blue Owl Capital Corporation (OBDC) will report quarterly earnings of $0.43 per share, reflecting a year-over-year decline of 8.5%, while revenues are expected to reach $452.85 million, indicating a 13.3% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.4% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [3] Key Metrics Projections - Analysts project 'Investment income from non-controlled, non-affiliated investments - Interest income' to be $303.80 million, reflecting a year-over-year increase of 3.2% [5] - The estimated 'Investment income from non-controlled, non-affiliated investments - Other income' is $6.06 million, indicating a year-over-year change of 14.1% [5] - The average prediction for 'Investment income from controlled, affiliated investments - Dividend income' is $29.21 million, showing a change of 1.5% from the prior year [6] - Analysts expect 'Investment income from non-controlled, non-affiliated investments - Dividend income' to reach $22.44 million, reflecting a 5.2% increase from the previous year [6] - 'Investment income from controlled, affiliated investments - Interest income' is expected to be $7.82 million, indicating a year-over-year decline of 2.2% [7] - The consensus for 'Investment income from non-controlled, non-affiliated investments - Payment-in-kind interest income' is $47.70 million, reflecting a year-over-year increase of 15.7% [7] Stock Performance - Shares of Blue Owl Capital Corporation have increased by 7.9% in the past month, compared to a 11.5% increase in the Zacks S&P 500 composite [7] - With a Zacks Rank 4 (Sell), OBDC is expected to underperform the overall market in the near future [7]

The upcoming report from Jackson Financial (JXN) is expected to reveal quarterly earnings of $4.93 per share, indicating an increase of 16.6% compared to the year-ago period. Analysts forecast revenues of $1.78 billion, representing a decrease of 35.9% year over year.Over the last 30 days, there has been a downward revision of 10.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the ...

The upcoming report from American Financial Group (AFG) is expected to reveal quarterly earnings of $2.17 per share, indicating a decline of 21.4% compared to the year-ago period. Analysts forecast revenues of $1.94 billion, representing an increase of 2.9% year over year.The current level reflects an upward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over t ...

Group 1 - Amerisafe reported $75.75 million in revenue for Q1 2025, a year-over-year decline of 0.3% [1] - The EPS for the same period was $0.60, down from $0.69 a year ago, with a surprise of +1.69% compared to the consensus estimate of $0.59 [1] - The revenue fell short of the Zacks Consensus Estimate of $76.83 million, resulting in a surprise of -1.41% [1] Group 2 - Key metrics indicate that Amerisafe's net investment income was $6.65 million, below the average estimate of $6.85 million, reflecting a year-over-year decline of 9.7% [4] - Fee and other income reached $0.21 million, exceeding the estimated $0.18 million, marking a significant increase of 70.7% compared to the previous year [4] - Net premiums earned were reported at $68.89 million, slightly below the average estimate of $69.81 million, with a year-over-year increase of 0.6% [4] Group 3 - Amerisafe's stock has returned -6.7% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Analysts on Wall Street project that Arch Capital Group (ACGL) will announce quarterly earnings of $1.37 per share in its forthcoming report, representing a decline of 44.1% year over year. Revenues are projected to reach $4.55 billion, increasing 20.8% from the same quarter last year. Analysts forecast 'Revenues- Net premiums earned' to reach $4.09 billion. The estimate indicates a change of +19.6% from the prior-year quarter. The consensus EPS estimate for the quarter has undergone a downward revision of ...

Core Insights - Elevance Health reported $48.77 billion in revenue for Q1 2025, a year-over-year increase of 15.4% and a surprise of +5.95% over the Zacks Consensus Estimate of $46.03 billion [1] - The EPS for the same period was $11.97, compared to $10.64 a year ago, with an EPS surprise of +6.78% against the consensus estimate of $11.21 [1] Revenue and Membership Metrics - Total Medical Membership stood at 45.83 million, slightly below the estimated 46.24 million [4] - Medicaid Medical Membership was 8.86 million, close to the estimate of 8.89 million [4] - Medicare Medical Membership was 876 thousand, exceeding the estimate of 866.49 thousand [4] - Commercial Risk-Based Medical Membership was 3.64 million, below the estimate of 3.75 million [4] Revenue Breakdown - Premium revenues reached $40.89 billion, surpassing the average estimate of $38.70 billion, reflecting a year-over-year change of +14.5% [4] - Service fees totaled $2.07 billion, slightly below the estimate of $2.13 billion, showing a -0.4% change year-over-year [4] - Net investment income was $590 million, exceeding the estimate of $461.32 million, with a year-over-year increase of +26.9% [4] - Product revenue was $5.81 billion, above the estimate of $5.11 billion, representing a +29.1% change year-over-year [4] Operating Revenue Performance - Total operating revenue from Carelon Services was $6.54 billion, exceeding the estimate of $5.87 billion, with a year-over-year change of +63% [4] - CarelonRx generated $10.12 billion in operating revenue, surpassing the estimate of $9.40 billion, reflecting a +25.4% change year-over-year [4] - Health Benefits operating revenue was $41.43 billion, above the estimate of $39.82 billion, with a year-over-year increase of +11.2% [4] - Carelon's total operating revenue was $16.65 billion, exceeding the estimate of $15.27 billion, representing a +37.9% change year-over-year [4]