What is Zacks Research’s Forecast for Allstate Q4 Earnings?

The Allstate Corporation (NYSE:ALL) – Zacks Research decreased their Q4 2025 earnings per share estimates for Allstate in a report released on Monday, December 22nd. Zacks Research analyst Team now expects that the insurance provider will post earnings of $6.94 per share for the quarter, down from their previous estimate 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.

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

A number of other research firms have also weighed in on ALL. Weiss Ratings reissued a “buy (b)” rating on shares of Allstate in a research note on Wednesday, October 8th. Wall Street Zen cut Allstate from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 8th. Evercore ISI set a $233.00 price target on Allstate and gave the stock an “in-line” rating in a report on Wednesday, October 1st. William Blair cut shares of Allstate from an “outperform” rating to a “market perform” rating in a research report on Thursday. Finally, Keefe, Bruyette & Woods raised their price objective on shares of Allstate from $246.00 to $250.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 11th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $236.93.

Allstate Stock Performance

NYSE:ALL opened at $208.25 on Tuesday. The company has a market cap of $54.49 billion, a P/E ratio of 6.74, a P/E/G ratio of 0.38 and a beta of 0.25. Allstate has a twelve month low of $176.00 and a twelve month high of $215.89. The company’s 50-day moving average price is $203.57 and its 200-day moving average price is $202.37. The company has a current ratio of 0.43, a quick ratio of 0.43 and a debt-to-equity ratio of 0.32.

Institutional Investors Weigh In On Allstate

A number of institutional investors have recently modified their holdings of ALL. Norges Bank purchased a new position in Allstate during the 2nd quarter valued at about $482,870,000. Swedbank AB lifted its position in shares of Allstate by 2,157.8% during the third quarter. Swedbank AB now owns 861,725 shares of the insurance provider’s stock worth $184,969,000 after purchasing an additional 823,559 shares in the last quarter. Woodline Partners LP purchased a new position in shares of Allstate in the third quarter valued at approximately $148,641,000. Goldman Sachs Group Inc. grew its holdings in shares of Allstate by 27.2% in the first quarter. Goldman Sachs Group Inc. now owns 2,328,070 shares of the insurance provider’s stock valued at $482,073,000 after purchasing an additional 497,982 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Allstate by 52.7% during the 2nd 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 during the period. 76.47% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Allstate news, insider Suren Gupta sold 3,786 shares of the business’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $215.13, for a total value of $814,482.18. Following the sale, the insider owned 100,646 shares of the company’s stock, valued at $21,651,973.98. The trade was a 3.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last three months, insiders have sold 28,807 shares of company stock valued at $6,198,726. 1.70% of the stock is currently owned by company insiders.

Allstate Dividend Announcement

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

Allstate Company 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.