Earnings sentiment for Insurance - Property & Casualty — aggregated from 13 earnings calls in the Financial Services sector
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Insurance - Property & Casualty industry is 6.3/10 across 13 companies.
Aggregated from 13 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
Softer pricing spread across the group this quarter. The number of companies flagging pricing or competitive pressure rose from 4 to 6 while cost-pressure mentions eased from 7 to 6, and average sentiment moved from 6.25 to 6.42. That near-flat average covers a group pulling apart in both directions.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Inflation | 10 | 1414 |
| Consumer Demand | 6 | 1221 |
| Oil Energy | 4 | 13 |
| AI & Tech | 3 | 3 |
| Credit | 3 | 111 |
| Supply Chain | 3 | 111 |
| Company | Sentiment |
|---|---|
| LMND Lemonade, Inc. | 9/10 |
| ROOT Root, Inc. | 8/10 |
| MCY Mercury General Corporation | 8/10 |
| ALL Allstate | 7/10 |
| CB Chubb Limited | 7/10 |
| PGR Progressive Corporation | 7/10 |
| CINF Cincinnati Financial | 7/10 |
| WRB W. R. Berkley Corporation | 6/10 |
| ERIE Erie Indemnity | 6/10 |
| FACO First Acceptance Corporation | 5/10 |
| TRV The Travelers Companies, Inc. | 5/10 |
| L Loews Corporation | 5/10 |
| KMPR Kemper Corporation | 2/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.