Progyny (NASDAQ:PGNY) Releases Q4 2025 Earnings Guidance

Progyny (NASDAQ:PGNY) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 0.370-0.400 for the period, compared to the consensus earnings per share estimate of 0.290. The company issued revenue guidance of $292.7 million-$307.7 million, compared to the consensus revenue estimate of $302.9 million. Progyny also updated its FY 2025 guidance to 1.790-1.820 EPS.

Progyny Stock Performance

PGNY traded up $3.36 during mid-day trading on Friday, reaching $21.37. 779,256 shares of the stock were exchanged, compared to its average volume of 1,391,442. The stock has a market capitalization of $1.84 billion, a PE ratio of 36.22, a price-to-earnings-growth ratio of 1.61 and a beta of 1.29. Progyny has a 1 year low of $13.39 and a 1 year high of $26.76. The company has a 50 day moving average price of $20.94 and a two-hundred day moving average price of $21.84.

Progyny (NASDAQ:PGNY) last released its earnings results on Thursday, November 6th. The company reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.39 by ($0.24). Progyny had a net margin of 4.28% and a return on equity of 10.69%. The business had revenue of $313.35 million during the quarter, compared to the consensus estimate of $299.23 million. During the same period in the prior year, the company earned $0.11 earnings per share. The business’s revenue was up 9.3% on a year-over-year basis. Progyny has set its FY 2025 guidance at 1.790-1.820 EPS. Q4 2025 guidance at 0.370-0.400 EPS. Sell-side analysts expect that Progyny will post 0.6 EPS for the current fiscal year.

Analysts Set New Price Targets

PGNY has been the subject of a number of research reports. Truist Financial increased their target price on shares of Progyny from $24.00 to $27.00 and gave the company a “hold” rating in a research report on Thursday, July 17th. Weiss Ratings restated a “hold (c-)” rating on shares of Progyny in a research note on Wednesday, October 8th. Wall Street Zen upgraded shares of Progyny from a “hold” rating to a “buy” rating in a research note on Saturday, July 26th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $28.00 price objective (up from $26.00) on shares of Progyny in a research note on Friday, August 8th. Finally, Raymond James Financial set a $28.00 target price on shares of Progyny in a report on Friday, August 8th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $25.44.

Insider Buying and Selling at Progyny

In related news, EVP Allison Swartz sold 2,398 shares of the stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $22.96, for a total value of $55,058.08. Following the transaction, the executive vice president owned 79,697 shares of the company’s stock, valued at $1,829,843.12. This represents a 2.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Kevin K. Gordon sold 2,500 shares of Progyny stock in a transaction dated Monday, August 11th. The stock was sold at an average price of $22.04, for a total value of $55,100.00. Following the sale, the director directly owned 12,501 shares of the company’s stock, valued at approximately $275,522.04. This trade represents a 16.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 7,895 shares of company stock worth $179,311. Corporate insiders own 9.40% of the company’s stock.

Institutional Trading of Progyny

A number of hedge funds have recently bought and sold shares of PGNY. California State Teachers Retirement System raised its holdings in Progyny by 0.7% in the 2nd quarter. California State Teachers Retirement System now owns 70,421 shares of the company’s stock worth $1,549,000 after purchasing an additional 457 shares in the last quarter. Teza Capital Management LLC boosted its position in Progyny by 5.4% during the 2nd quarter. Teza Capital Management LLC now owns 10,068 shares of the company’s stock valued at $221,000 after acquiring an additional 516 shares in the last quarter. Oxford Asset Management LLP grew its holdings in shares of Progyny by 4.3% during the 2nd quarter. Oxford Asset Management LLP now owns 12,918 shares of the company’s stock worth $284,000 after acquiring an additional 531 shares during the period. Walleye Capital LLC raised its position in shares of Progyny by 6.9% in the 2nd quarter. Walleye Capital LLC now owns 12,080 shares of the company’s stock worth $266,000 after acquiring an additional 780 shares in the last quarter. Finally, Canada Pension Plan Investment Board bought a new stake in shares of Progyny during the second quarter valued at approximately $77,000. Institutional investors own 94.93% of the company’s stock.

About Progyny

Progyny, Inc, a benefits management company, specializes in fertility and family building benefits solutions in the United States. Its fertility benefits solution includes differentiated benefits plan design, personalized concierge-style member support services, and selective network of fertility specialists.