The Allstate Corporation (ALL) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BEARISH

Barclays has lowered Allstate’s price target to $203 from $208, citing worries that future earnings will be eroded by rising claim costs. The downgrade signals that the broker believes the insurer’s profitability trajectory is weaker than previously expected, which could dampen investor enthusiasm in the near term. With the target cut, traders should anticipate a tighter valuation range for Allstate over the next 1–10 trading days as the market digests the new outlook. The firm’s underweight rating further underscores limited upside potential, suggesting that any positive surprises will need to be sizable to offset the revised view. Watch for the upcoming earnings report, where Allstate’s quarterly claim data will be a key barometer of whether the cost pressures are accelerating or stabilizing. Pay close attention to any commentary on underwriting performance or reserve adequacy, as these metrics directly influence earnings projections. Also monitor broader insurance sector sentiment, particularly any regulatory updates that could affect claim payouts or capital requirements. Finally, keep an eye on macro‑economic signals such as interest rates and inflation, which can impact both claim costs and the cost of capital for insurers.

ALL|Company Info

Sector

Financial Services

Industry

Insurance - Property & Casualty

Exchange

NYQ

Country

United States

Website

allstate.com

Symbol

ALL

Description

Allstate Corporation is a leading provider of insurance products in the United States and Canada, primarily focusing on property and casualty coverage. The company's core value proposition lies in its diverse offerings, including auto, homeowners, and commercial insurance, distributed through a multi-channel approach encompassing agents, contact centers, and online platforms. Beyond traditional insurance, Allstate provides a range of protection services, such as consumer product protection plans, roadside assistance, and identity protection, broadening its market reach. Furthermore, Allstate offers a portfolio of health and benefits products, including life, accident, and short-term disability insurance, catering to both individuals and employers. Founded in 1931, Allstate leverages a comprehensive suite of services to provide financial security and peace of mind to its customers.

ALL|Earnings Snapshot

Earnings Summary

Allstate Corporation is a prominent provider of insurance products in the United States and Canada, specializing in property and casualty coverage, including auto, homeowners, and commercial insurance. The company operates within the Financial Services sector, specifically the Insurance - Property & Casualty industry, offering a broad suite of protection services and health and benefits products to a diverse customer base. In its most recent reported quarters, Allstate demonstrated a trend of accelerating earnings per share (EPS) growth, with Q4 2025 EPS at $14.31 and Q1 2026 EPS at $10.65, significantly exceeding their respective estimated figures of $9.9606 and $7.3604. Revenue also showed an upward trajectory, with Q4 2025 revenue at $17.272 billion and Q1 2026 revenue at $17.346 billion, both surpassing analyst expectations. This performance follows a pattern of strong EPS beats in the preceding quarters, such as Q2 2025 ($5.94 actual vs. $3.25568 estimate) and Q3 2025 ($11.17 actual vs. $7.54321 estimate), indicating a consistent ability to outperform earnings expectations. Historically, Allstate has shown a strong year-over-year growth trajectory in its earnings, often beating analyst estimates, though revenue figures were not consistently provided for comparison in earlier periods. Recent news highlights Allstate's preparation for its first-quarter earnings report, with a focus on underwriting performance and pricing dynamics, and notes estimated catastrophe losses of $925 million for March. The company is also launching free identity theft protection for its customers. Analysts have shown mixed sentiment, with some raising price targets while others maintain cautious ratings due to industry headwinds. Investors will be watching for commentary on underwriting results, future pricing strategies, and the impact of catastrophe losses in the upcoming reporting period.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$7.36	$10.65	+44.7%
Q4'25	$9.96	$14.31	+43.7%
Q3'25	$7.54	$11.17	+48.1%
Q2'25	$3.26	$5.94	+82.5%
Q1'25	$2.53	$3.53	+39.3%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$15.3B	$17.3B	+13.7%
Q4'25	$14.8B	$17.3B	+17.0%
Q3'25	-	$17.3B	-
Q2'25	-	$16.6B	-
Q1'25	-	$16.5B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

Market Data

ALL Stock Snapshot

ALL is currently trading at $216.59, giving The Allstate Corporation a market cap of 56.73B and a P/E ratio of 4.7. Today's range spans $210.84–$221.71, with shares opening at $213.48 and moving down $4.43 (2.0%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 43/100.

Over the past year ALL has traded between $188.08 and $227.62 - the current price is +15.2% off the 52-week low and -4.8% from the high.

The Allstate Corporation (ALL) sits at $216.59 (in the upper portion of its 52-week range within $188.08–$227.62), scoring 86/100 (BUY) with neutral sentiment at 43/100. At 56.73B in Financial Services market cap (P/E: 4.7), this large-cap is right in the zone where buy-side analysts get excited and allocation committees approve new position additions. A bullish technical phase with sentiment confirmation is the green light most of them are looking for.

The combination of a BUY signal (86/100) and neutral news sentiment (43/100) puts ALL on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 56.73B in Financial Services market cap without immediately moving the stock. At $216.59 (in the upper portion of its 52-week range in the $188.08–$227.62 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.

News Sentiment Analysis

Sentiment gathered from recent headlines

43/100

Strong NegativeNeutralStrong Positive

BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Barclays has lowered Allstate’s price target from $208 to $203 while keeping an underweight rating. The downgrade reflects concerns about the insurer’s future earnings and rising claim costs. Traders should monitor the upcoming earnings report and quarterly claim data for further insight into the company’s financial trajectory.

What did this article say?

Allstate's stock has experienced a decline of 4.6% since its last earnings report, prompting questions about its potential for recovery. This performance suggests ongoing market scrutiny of the insurer's financial health and future prospects. Investors are closely monitoring the company's ability to navigate current market conditions and deliver improved results.

What did this article say?

This article positions Allstate (ALL) as a potentially undervalued investment opportunity. It highlights the company's status among a list of undervalued stocks, suggesting a favorable outlook for investors. The analysis likely delves into financial metrics and market perceptions that contribute to this valuation assessment.

What did this article say?

The Allstate Corporation reported a significant increase in Q1 revenues and net income, driven by growth in auto, homeowners insurance, and Protection Plans. The company's combined ratio improved substantially due to lower catastrophe losses and higher average earned premiums. These results highlight robust strategy execution and operational efficiency, positioning ALL favorably within the insurance sector.

What did this article say?

Allstate Corporation insider Mark Prindiville executed a sale of 1,550 shares, valued at approximately $335,218.50, at an average price of $216.27 per share. This transaction represents a 5.32% reduction in his direct ownership. The filing indicates the insider still holds a substantial stake in the company, valued at nearly $6 million. The article also provides general financial metrics for Allstate, including its market capitalization and moving averages.

What did this article say?

This article reviews Q1 earnings for property and casualty (P&C) insurance stocks, including Allstate (ALL). The P&C sector is cyclical, benefiting from 'hard markets' with strong premium rate increases. However, insurers face headwinds from increasing catastrophe losses due to climate change and rising litigation costs ('social inflation'). While sector revenues beat consensus, share prices collectively declined in Q1.

What did this article say?

This is an analyst report concerning The Allstate Corporation (ALL). The provided summary is empty, indicating that the full report contains detailed analysis and recommendations. Investors should consult the full report for specific insights into Allstate's financial health, strategic initiatives, and future prospects.

What did this article say?

The Chairman of the Board at The Allstate Corporation, Thomas Wilson, recently sold approximately $38 million worth of shares. This sale occurred at a price point below the current market value, which is typically viewed as a negative signal by investors. While the sale represented 13% of his holdings, it was the only insider selling activity observed in the past year.

What did this article say?

Allstate (ALL) is attracting investor attention due to a mixed performance profile. While recent 90-day returns show modest gains, the company's three-year total shareholder return stands at a more substantial 111.75%. This contrast in performance metrics is prompting investors to scrutinize the insurer's current valuation and long-term prospects. Traders should monitor how this valuation debate influences short-term trading patterns.

What did this article say?

The Allstate Corporation has announced its board of directors approved a quarterly common stock dividend of $1.08 per share, payable on July 1, 2026. Additionally, the company declared aggregate preferred stock dividends totaling approximately $29.3 million for the period of April 15, 2026, through July 14, 2026. These preferred dividends are scheduled for payment on July 15, 2026. Investors can find financial information and material announcements on the company's investor relations website.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

ALL·The Allstate Corporation

EPS

Revenue

ALL Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Discover More

News Sentiment Analysis

Recent News Coverage

Discover More