Zacks Research Issues Positive Outlook for Allstate Earnings

The Allstate Corporation (NYSE:ALL) – Analysts at Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for shares of Allstate in a research note issued to investors on Wednesday, August 13th. Zacks Research analyst Team now expects that the insurance provider will post earnings per share of $7.07 for the quarter, up from their prior forecast of $6.69. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. Zacks Research also issued estimates for Allstate’s FY2026 earnings at $21.83 EPS, Q1 2027 earnings at $6.72 EPS and FY2027 earnings at $23.23 EPS.

Allstate (NYSE:ALL) last announced its quarterly earnings data on Wednesday, July 30th. The insurance provider reported $5.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.20 by $2.74. The business had revenue of $15.05 billion during the quarter, compared to analysts’ expectations of $16.59 billion. Allstate had a return on equity of 28.74% and a net margin of 8.79%. The business’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same quarter last year, the business posted $1.61 EPS.

ALL has been the subject of several other research reports. William Blair assumed coverage on Allstate in a research note on Friday, June 6th. They issued a “sector outperform” rating for the company. Morgan Stanley lifted their price objective on Allstate from $235.00 to $245.00 and gave the company an “overweight” rating in a research note on Friday, August 1st. BMO Capital Markets reiterated an “outperform” rating on shares of Allstate in a research note on Friday, May 16th. Keefe, Bruyette & Woods lifted their price objective on Allstate from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Wednesday, August 6th. Finally, Citigroup raised Allstate to a “hold” rating in a research report on Wednesday. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating, fourteen have given a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $229.33.

Allstate Stock Performance

Shares of ALL opened at $206.76 on Friday. The stock has a 50-day simple moving average of $198.15 and a 200-day simple moving average of $198.44. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.43 and a current ratio of 0.43. The stock has a market capitalization of $54.48 billion, a PE ratio of 9.72, a PEG ratio of 0.86 and a beta of 0.35. Allstate has a 1 year low of $176.00 and a 1 year high of $213.18.

Allstate Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 1st. Shareholders of record on Friday, August 29th will be given a dividend of $1.00 per share. The ex-dividend date of this dividend is Friday, August 29th. This represents a $4.00 annualized dividend and a yield of 1.9%. Allstate’s payout ratio is 18.81%.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Nikulski Financial Inc. increased its position in Allstate by 0.7% during the second quarter. Nikulski Financial Inc. now owns 14,721 shares of the insurance provider’s stock worth $2,963,000 after buying an additional 101 shares during the period. MUFG Securities EMEA plc acquired a new position in Allstate during the second quarter worth approximately $157,000. Brown Financial Advisors acquired a new position in Allstate during the second quarter worth approximately $404,000. Corient Private Wealth LLC grew its stake in shares of Allstate by 2.0% in the 2nd quarter. Corient Private Wealth LLC now owns 243,000 shares of the insurance provider’s stock valued at $48,926,000 after purchasing an additional 4,694 shares during the last quarter. Finally, State of Tennessee Department of Treasury grew its stake in shares of Allstate by 3.5% in the 2nd quarter. State of Tennessee Department of Treasury now owns 96,586 shares of the insurance provider’s stock valued at $19,444,000 after purchasing an additional 3,265 shares during the last quarter. Institutional investors and hedge funds own 76.47% of the company’s stock.

Allstate Company Profile

The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. It operates in five segments: Allstate Protection; Protection Services; Allstate Health and Benefits; Run-off Property-Liability; and Corporate and Other segments.