FY2025 EPS Estimates for Allstate Reduced by Zacks Research

The Allstate Corporation (NYSE:ALL) – Zacks Research lowered their FY2025 EPS estimates for shares of Allstate in a note issued to investors on Monday, December 22nd. Zacks Research analyst Team now expects that the insurance provider will post earnings of $27.58 per share for the year, down from their prior forecast of $27.64. Zacks Research 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 Q1 2026 earnings at $6.54 EPS, Q2 2026 earnings at $3.47 EPS, Q3 2026 earnings at $4.86 EPS, FY2026 earnings at $22.08 EPS, Q2 2027 earnings at $4.81 EPS and FY2027 earnings at $24.38 EPS.

Allstate (NYSE:ALL) last released its quarterly earnings data on Wednesday, November 5th. The insurance provider reported $11.17 earnings per share for the quarter, beating analysts’ consensus estimates of $5.48 by $5.69. The business had revenue of $17.26 billion during the quarter, compared to analyst estimates of $16.59 billion. Allstate had a net margin of 12.53% and a return on equity of 35.42%. Allstate’s revenue was up 3.8% compared to the same quarter last year. During the same period last year, the business earned $3.91 EPS.

Other equities analysts have also issued reports about the stock. Wells Fargo & Company upped their price objective on Allstate from $202.00 to $216.00 and gave the company an “equal weight” rating in a research report on Friday, November 7th. UBS Group boosted their price target on Allstate from $250.00 to $255.00 and gave the stock a “buy” rating in a research note on Monday, November 10th. Roth Capital increased their price objective on Allstate from $230.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. JPMorgan Chase & Co. lifted their price objective on Allstate from $254.00 to $260.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. Finally, Wall Street Zen cut shares of Allstate from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 8th. Three analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Allstate presently has a consensus rating of “Moderate Buy” and a consensus price target of $236.93.

Allstate Trading Up 0.7%

NYSE:ALL opened at $209.69 on Wednesday. The stock has a market cap of $54.87 billion, a price-to-earnings ratio of 6.79, a PEG ratio of 0.38 and a beta of 0.25. The company has a quick ratio of 0.43, a current ratio of 0.43 and a debt-to-equity ratio of 0.32. The company’s 50 day moving average price is $203.57 and its 200-day moving average price is $202.38. Allstate has a 52 week low of $176.00 and a 52 week high of $215.89.

Institutional Trading of Allstate

Large investors have recently added to or reduced their stakes in the business. Arlington Trust Co LLC boosted its stake in shares of 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 acquiring an additional 89 shares during the last quarter. Harbor Capital Advisors Inc. raised its holdings in Allstate by 79.7% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 124 shares of the insurance provider’s stock worth $27,000 after purchasing an additional 55 shares during the period. Barnes Dennig Private Wealth Management LLC lifted its position in Allstate by 112.3% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 138 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 73 shares in the last quarter. Clearstead Trust LLC lifted its position in 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 purchasing an additional 152 shares in the last quarter. Finally, Palisade Asset Management LLC bought a new stake in Allstate during the third quarter valued at about $31,000. 76.47% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider Suren Gupta sold 3,786 shares of the company’s stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $215.13, for a total transaction of $814,482.18. Following the completion of the sale, the insider owned 100,646 shares of the company’s stock, valued at $21,651,973.98. This represents a 3.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last ninety days, insiders sold 28,807 shares of company stock worth $6,198,726. Insiders own 1.70% of the company’s stock.

Allstate Dividend Announcement

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

Allstate News Summary

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Analyst bullish case: A Seeking Alpha note argues recent underperformance creates a buying opportunity, highlighting sharply rising 2025 EPS estimates, an attractive valuation (~7.1x 2025 EPS) and recent capital moves (8.7% dividend increase and a new $1.5B buyback) that support upside and shareholder returns. Article Title
• Positive Sentiment: Market performance note: Coverage highlighting that Allstate has outpaced recent market returns provides short-term momentum context for investors looking for relative strength signals. Article Title
• Neutral Sentiment: Zacks estimate revisions: Zacks issued small, mixed tweaks — trimming Q1 2027 and Q4 2025 by pennies while raising Q4 2026 — and maintains a “Hold” rating. These changes are minor but temper upside expectations. Article Title
• Neutral Sentiment: Consumer PR: Allstate published seasonal driving safety tips (winter driver report), a reputation/engagement play that is unlikely to move fundamentals but supports brand and retention during holiday travel. Article Title
• Neutral Sentiment: Local/community item with no material impact: Coverage of a CTA holiday train (unrelated to Allstate) — included in the news feed but not relevant to ALL’s financials. Article Title
• Negative Sentiment: Illinois homeowners rate hikes: Local reports and an editorial spotlight Allstate’s planned homeowners rate increases in Illinois, raising political/regulatory risk and potential reputational backlash that could pressure retention or invite state scrutiny. This is the main near-term negative catalyst. Article Title
• Negative Sentiment: Editorial criticism: A Chicago Tribune editorial calls attention to the steep rate hikes and urges government response, amplifying regulatory risk and political pressure on management decisions. Article Title

About Allstate

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.