Research Analysts Set Expectations for Allstate Q4 Earnings

The Allstate Corporation (NYSE:ALL) – Equities researchers at Zacks Research reduced their Q4 2025 EPS estimates for shares of Allstate in a research report issued on Monday, December 22nd. Zacks Research analyst Team now anticipates that the insurance provider will post earnings per share of $6.94 for the quarter, down from their prior forecast of $7.00. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. Zacks Research also issued estimates for Allstate’s Q4 2026 earnings at $7.21 EPS and Q1 2027 earnings at $6.52 EPS.

A number of other equities analysts have also recently commented on the stock. Keefe, Bruyette & Woods lifted their price target on shares of Allstate from $246.00 to $250.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 11th. JPMorgan Chase & Co. raised their price objective on shares of Allstate from $254.00 to $260.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Allstate in a research note on Wednesday, October 8th. BMO Capital Markets increased their price target on Allstate from $235.00 to $244.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. Finally, Wells Fargo & Company boosted their price objective on Allstate from $202.00 to $216.00 and gave the company an “equal weight” rating in a report on Friday, November 7th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Allstate has an average rating of “Moderate Buy” and a consensus target price of $236.93.

Allstate Stock Up 1.6%

Shares of ALL opened at $208.25 on Tuesday. The company has a quick ratio of 0.43, a current ratio of 0.43 and a debt-to-equity ratio of 0.32. Allstate has a 52-week low of $176.00 and a 52-week high of $215.89. The company has a market cap of $54.49 billion, a PE ratio of 6.74, a P/E/G ratio of 0.38 and a beta of 0.25. The business has a fifty day moving average of $203.57 and a 200 day moving average of $202.37.

Allstate (NYSE:ALL) last released its quarterly earnings results on Wednesday, November 5th. The insurance provider reported $11.17 EPS for the quarter, topping the consensus estimate of $5.48 by $5.69. The company had revenue of $17.26 billion during the quarter, compared to analyst estimates of $16.59 billion. Allstate had a return on equity of 35.42% and a net margin of 12.53%.The firm’s revenue was up 3.8% on a year-over-year basis. During the same quarter last year, the business posted $3.91 earnings per share.

Allstate Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 2nd. Investors of record on Monday, December 1st will be paid a $1.00 dividend. The ex-dividend date of this dividend is Monday, December 1st. This represents a $4.00 annualized dividend and a yield of 1.9%. Allstate’s dividend payout ratio is 12.95%.

Insider Buying and Selling

In other Allstate news, insider Suren Gupta sold 21,871 shares of Allstate stock in a transaction on Friday, November 21st. The stock was sold at an average price of $215.21, for a total transaction of $4,706,857.91. Following the completion of the sale, the insider directly owned 100,646 shares of the company’s stock, valued at $21,660,025.66. The trade was a 17.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. In the last quarter, insiders sold 28,807 shares of company stock worth $6,198,726. Company insiders own 1.70% of the company’s stock.

Institutional Investors Weigh In On Allstate

Several large investors have recently modified their holdings of ALL. Avantax Advisory Services Inc. raised its stake in shares of Allstate by 3.1% during the 2nd quarter. Avantax Advisory Services Inc. now owns 23,573 shares of the insurance provider’s stock worth $4,745,000 after buying an additional 704 shares during the period. Knights of Columbus Asset Advisors LLC increased its holdings in Allstate by 3.8% in the 2nd quarter. Knights of Columbus Asset Advisors LLC now owns 53,802 shares of the insurance provider’s stock worth $10,831,000 after acquiring an additional 1,959 shares in the last quarter. Commonwealth Retirement Investments LLC raised its position in Allstate by 103.5% during the second quarter. Commonwealth Retirement Investments LLC now owns 12,960 shares of the insurance provider’s stock worth $2,609,000 after acquiring an additional 6,590 shares during the period. Zurich Insurance Group Ltd FI purchased a new position in Allstate during the first quarter valued at $22,405,000. Finally, McGowan Group Asset Management Inc. grew its position in shares of Allstate by 1,020.8% in the second quarter. McGowan Group Asset Management Inc. now owns 34,666 shares of the insurance provider’s stock valued at $6,979,000 after purchasing an additional 31,573 shares during the period. Institutional investors own 76.47% of the company’s stock.

About Allstate

Allstate Corporation is a publicly traded insurance company headquartered in Northbrook, Illinois, and is one of the largest personal lines property and casualty insurers in the United States. Founded in 1931 as a subsidiary of Sears, Roebuck and Co, Allstate has grown into a diversified insurer that serves millions of consumers and businesses through a mix of distribution channels and product offerings.

The company underwrites a broad range of insurance products, with primary emphasis on auto and homeowners coverage.