Roth Capital Comments on Allstate’s Q1 Earnings (NYSE:ALL)

The Allstate Corporation (NYSE:ALL) – Roth Capital boosted their Q1 2026 earnings estimates for shares of Allstate in a report issued on Wednesday, November 26th. Roth Capital analyst H. Fong now expects that the insurance provider will post earnings per share of $7.19 for the quarter, up from their previous estimate of $7.05. Roth Capital has a “Buy” rating and a $240.00 price objective on the stock. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. Roth Capital also issued estimates for Allstate’s Q2 2026 earnings at $3.55 EPS, Q3 2026 earnings at $5.26 EPS, Q4 2026 earnings at $7.54 EPS, FY2026 earnings at $23.55 EPS and FY2027 earnings at $25.50 EPS.

Allstate (NYSE:ALL) last posted its quarterly earnings data on Wednesday, November 5th. The insurance provider reported $11.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.48 by $5.69. Allstate had a net margin of 8.79% and a return on equity of 28.74%. The business had revenue of $17.26 billion during the quarter, compared to analysts’ expectations of $16.59 billion. During the same period last year, the firm posted $3.91 earnings per share. The business’s revenue was up 3.8% on a year-over-year basis.

ALL has been the topic of several other reports. Barclays reiterated an “underweight” rating and set a $198.00 price target (up from $188.00) on shares of Allstate in a research report on Thursday, July 31st. Morgan Stanley lifted their target price on Allstate from $235.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, August 1st. UBS Group boosted their price target on shares of Allstate from $250.00 to $255.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. Jefferies Financial Group raised their price objective on shares of Allstate from $254.00 to $255.00 and gave the company a “buy” rating in a research report on Monday, August 11th. Finally, Wall Street Zen downgraded shares of Allstate from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 8th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $237.92.

Allstate Price Performance

Shares of NYSE:ALL opened at $213.92 on Thursday. The stock has a market cap of $55.98 billion, a price-to-earnings ratio of 10.06, a PEG ratio of 0.69 and a beta of 0.35. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.43 and a quick ratio of 0.43. Allstate has a 12 month low of $176.00 and a 12 month high of $215.89. The stock’s 50 day moving average price is $204.37 and its 200 day moving average price is $202.28.

Allstate Dividend Announcement

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

Insider Buying and Selling

In other Allstate news, insider Suren Gupta sold 600 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $215.02, for a total value of $129,012.00. Following the completion of the transaction, the insider directly owned 100,646 shares in the company, valued at $21,640,902.92. This trade represents a 0.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders have sold 24,271 shares of company stock worth $5,222,986 over the last ninety days. 1.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Allstate

Large investors have recently made changes to their positions in the company. Arlington Trust Co LLC grew its position in Allstate by 261.8% during the 2nd quarter. Arlington Trust Co LLC now owns 123 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 89 shares in the last quarter. Harbor Capital Advisors Inc. lifted its holdings in shares of Allstate by 79.7% in the third quarter. Harbor Capital Advisors Inc. now owns 124 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 55 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its position in shares of Allstate by 112.3% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 138 shares of the insurance provider’s stock worth $30,000 after buying an additional 73 shares during the period. Clearstead Trust LLC grew its holdings in shares of Allstate by 3,800.0% during the second quarter. Clearstead Trust LLC now owns 156 shares of the insurance provider’s stock valued at $31,000 after buying an additional 152 shares in the last quarter. Finally, Palisade Asset Management LLC acquired a new position in Allstate during the third quarter valued at $31,000. Institutional investors and hedge funds own 76.47% of the company’s stock.

About Allstate

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.