Savant Capital LLC Cuts Holdings in The Allstate Corporation $ALL

Savant Capital LLC reduced its holdings in The Allstate Corporation (NYSE:ALL) by 42.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,517 shares of the insurance provider’s stock after selling 15,312 shares during the quarter. Savant Capital LLC’s holdings in Allstate were worth $4,404,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ALL. Norges Bank purchased a new stake in shares of Allstate during the 2nd quarter worth $482,870,000. Swedbank AB lifted its stake in shares of Allstate by 2,157.8% in the third quarter. Swedbank AB now owns 861,725 shares of the insurance provider’s stock valued at $184,969,000 after purchasing an additional 823,559 shares during the period. Ameriprise Financial Inc. boosted its holdings in Allstate by 52.7% during the second quarter. Ameriprise Financial Inc. now owns 1,385,901 shares of the insurance provider’s stock worth $279,062,000 after buying an additional 478,598 shares in the last quarter. Vanguard Group Inc. boosted its holdings in Allstate by 1.3% during the second quarter. Vanguard Group Inc. now owns 33,235,231 shares of the insurance provider’s stock worth $6,690,584,000 after buying an additional 435,145 shares in the last quarter. Finally, Jupiter Asset Management Ltd. acquired a new position in Allstate during the second quarter worth about $68,590,000. Institutional investors and hedge funds own 76.47% of the company’s stock.

Wall Street Analyst Weigh In

ALL has been the subject of a number of research reports. Mizuho set a $255.00 price target on shares of Allstate in a research report on Wednesday, January 14th. William Blair downgraded Allstate from an “outperform” rating to a “market perform” rating in a research report on Thursday, December 18th. BMO Capital Markets raised their price target on Allstate from $235.00 to $244.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Morgan Stanley reaffirmed an “equal weight” rating and set a $215.00 price target (down previously from $245.00) on shares of Allstate in a research note on Tuesday, December 16th. Finally, Cantor Fitzgerald reissued a “neutral” rating and issued a $220.00 price objective on shares of Allstate in a research note on Thursday. Three research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $238.50.

Allstate Stock Down 3.6%

ALL opened at $207.54 on Friday. The firm has a market cap of $54.31 billion, a P/E ratio of 5.43, a PEG ratio of 0.46 and a beta of 0.23. The business’s fifty day simple moving average is $203.88 and its 200 day simple moving average is $203.79. The Allstate Corporation has a 52 week low of $176.00 and a 52 week high of $216.75. The company has a quick ratio of 0.43, a current ratio of 0.37 and a debt-to-equity ratio of 0.26.

Allstate (NYSE:ALL) last announced its earnings results on Wednesday, February 4th. The insurance provider reported $14.31 earnings per share for the quarter, beating the consensus estimate of $8.72 by $5.59. The firm had revenue of $14.57 billion during the quarter, compared to the consensus estimate of $17.23 billion. Allstate had a net margin of 15.19% and a return on equity of 39.20%. The firm’s revenue for the quarter was up 5.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $7.67 EPS. As a group, equities research analysts anticipate that The Allstate Corporation will post 18.74 EPS for the current fiscal year.

Allstate Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 2nd will be given a $1.08 dividend. This is a boost from Allstate’s previous quarterly dividend of $1.00. This represents a $4.32 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, March 2nd. Allstate’s dividend payout ratio (DPR) is presently 12.95%.

Insider Transactions at Allstate

In other Allstate news, insider Suren Gupta sold 19,593 shares of Allstate stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $210.00, for a total value of $4,114,530.00. Following the completion of the sale, the insider directly owned 100,646 shares of the company’s stock, valued at approximately $21,135,660. The trade was a 16.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold a total of 48,400 shares of company stock worth $10,313,256 in the last quarter. 1.70% of the stock is currently owned by company insiders.

Key Headlines Impacting Allstate

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Allstate reported a big Q4 profit beat driven by property‑liability strength, lower catastrophe losses and higher earned premiums — EPS surged year‑over‑year, supporting confidence in earnings power. Allstate Q4 Earnings Beat
• Positive Sentiment: Management announced a $4B share buyback program and an 8% quarterly dividend hike — both are shareholder-friendly actions that boost returns and can support the stock over time. Buyback & Dividend Article
• Positive Sentiment: Analysts at JPMorgan raised their price target and kept an overweight view, implying meaningful upside; other shops (Wells Fargo) also lifted targets — these upgrades support the bullish case. Analyst Price Target Raises
• Neutral Sentiment: CEO highlighted Florida tort‑reform as a blueprint to reduce auto insurance costs — positive for loss ratios over time but more of a policy/industry tailwind than an immediate earnings driver. CEO Tort Reform Article
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating with a $220 target — signals some analysts see limited near‑term upside despite the company’s operational momentum. Cantor Fitzgerald Rating
• Negative Sentiment: Revenue for the quarter came in below some street estimates, which may have trimmed enthusiasm despite the EPS beat — investors are sensitive to top‑line misses when valuation momentum is high. Revenue & Net Income Article
• Negative Sentiment: After strong headlines (earnings, buyback, dividend), today’s move looks like short‑term profit‑taking and positioning shifts — market participants may be locking gains while digesting mixed signals. Earnings Call Transcript

Allstate Profile

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.