Progyny, Inc. (PGNY)

Progyny's Q2 2025 earnings reported $0.19 EPS, missing estimates, but revenue surpassed expectations with a 9.5% year-over-year increase. Analyst upgrades and price target adjustments occurred, with Leerink Partners upgrading Progyny and other firms setting or raising price targets. Insider transactions included sales by Executive Vice President Allison Swartz and Director Kevin K. Gordon. Progyny's stock saw a slight increase in the past week but fell over the past month and six months. Q1 2025 revenue jumped 16.53% year-over-year. A Yahoo Finance analysis suggested Progyny as a small-cap stock to potentially avoid.

Progyny's management has observed a return to more typical seasonal patterns in member activity and engagement across its employer client base, indicating a discernible seasonality in the demand for Progyny's fertility and family-building products and services.

Progyny, Inc. is a benefits management company specializing in fertility and family building solutions in the United States, operating primarily within the Managed Healthcare sector. The company provides comprehensive fertility benefits solutions to employers, which are then offered to their employees. Its major products and services include fertility benefits solutions, medication management, emotional support, family-building support, and women's health offerings.

Progyny, Inc. primarily operates in the United States and is headquartered in New York, NY. The company serves clients across various industries, including technology, consumer, life sciences, energy, transportation, finance, manufacturing, hospitality, and real estate. Progyny is also expanding globally through initiatives like Progyny Global.

Progyny maintains a strong brand reputation, evidenced by a high Net Promoter Score (NPS), indicating high satisfaction among its clients and members. Clients describe Progyny as a "game-changer" that differentiates them from competitors due to its emphasis on experience and quality, leading to improved outcomes and reduced costs. The company is recognized for its comprehensive offerings, innovative approach, and focus on delivering superior clinical outcomes.

Progyny, Inc. has a high level of institutional ownership, with hedge funds and other institutional investors owning approximately 94.93% to 95.84% of the stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Thrivent Financial For Lutherans, Fmr Llc, State Street Corp, and Ameriprise Financial Inc. Insiders own a notable portion of the company's stock, with figures ranging from 9.40% to 40.81% depending on the source. Key individual and insider owners include Tpg Group Holdings Sbs Advisors Inc, Kleiner Perkins Caufield Byers XIII LLC, Tpg GP A LLC, and Glaxosmithkline PLC.