US Bancorp DE Trims Position in The Allstate Corporation $ALL

US Bancorp DE trimmed its position in shares of The Allstate Corporation (NYSE:ALL) by 2.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 101,746 shares of the insurance provider’s stock after selling 2,697 shares during the period. US Bancorp DE’s holdings in Allstate were worth $21,178,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. South Plains Financial Inc. increased its stake in Allstate by 41.5% in the 3rd quarter. South Plains Financial Inc. now owns 167 shares of the insurance provider’s stock worth $36,000 after buying an additional 49 shares in the last quarter. Humankind Investments LLC lifted its position in shares of Allstate by 4.5% in the third quarter. Humankind Investments LLC now owns 1,191 shares of the insurance provider’s stock valued at $256,000 after acquiring an additional 51 shares in the last quarter. Howard Capital Management Inc. boosted its stake in shares of Allstate by 3.2% in the third quarter. Howard Capital Management Inc. now owns 1,739 shares of the insurance provider’s stock worth $373,000 after acquiring an additional 54 shares during the period. L2 Asset Management LLC grew its position in shares of Allstate by 4.7% during the third quarter. L2 Asset Management LLC now owns 1,223 shares of the insurance provider’s stock worth $263,000 after purchasing an additional 55 shares in the last quarter. Finally, Horizon Wealth Management LLC grew its position in shares of Allstate by 3.8% during the third quarter. Horizon Wealth Management LLC now owns 1,537 shares of the insurance provider’s stock worth $330,000 after purchasing an additional 56 shares in the last quarter. Hedge funds and other institutional investors own 76.47% of the company’s stock.

Allstate News Roundup

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Big Q1 beat — Allstate reported $10.65 EPS vs. consensus ~ $7.3 and revenue above estimates; strong underwriting, higher premiums and lower catastrophe losses drove a material profit rebound. Earnings Release & Transcript
• Positive Sentiment: Earnings call tone was upbeat and highlighted market-share gains in auto and homeowners lines, reinforcing the operational momentum behind the quarterly beat. Earnings Call Coverage
• Positive Sentiment: Analysts are raising forecasts after Q1 results, reflecting higher EPS expectations and improved metrics. This analyst support can underpin the stock following the beat. Analyst Reactions
• Neutral Sentiment: Citigroup raised its price target from $221 to $226 but maintained a “neutral” rating — a modest upgrade that signals respect for the results but not a decisive buy endorsement. Citigroup Note
• Neutral Sentiment: Allstate’s 2025 10‑K shows a stable overall risk profile with one new regulatory disclosure; no new material threats were flagged, keeping long‑term risk unchanged. 10‑K Risk Note
• Negative Sentiment: Despite the beat, some analyst reactions remain cautious and the Citigroup move implies only ~4% upside to its target — that limited near-term upside and mixed ratings can restrain further share gains. Citigroup Note

Allstate Stock Performance

NYSE ALL opened at $217.10 on Friday. The company has a debt-to-equity ratio of 0.25, a current ratio of 0.36 and a quick ratio of 0.37. The Allstate Corporation has a 1-year low of $188.08 and a 1-year high of $221.19. The business has a 50 day simple moving average of $210.35 and a two-hundred day simple moving average of $205.87. The stock has a market capitalization of $56.06 billion, a PE ratio of 4.79, a P/E/G ratio of 0.44 and a beta of 0.22.

Allstate (NYSE:ALL) last issued its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.31 by $3.34. The business had revenue of $16.94 billion for the quarter, compared to analysts’ expectations of $15.24 billion. Allstate had a return on equity of 42.66% and a net margin of 17.81%.The company’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period in the prior year, the firm earned $3.53 EPS. On average, research analysts predict that The Allstate Corporation will post 25.82 EPS for the current fiscal year.

Allstate Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Monday, March 2nd were paid a dividend of $1.08 per share. The ex-dividend date of this dividend was Monday, March 2nd. This is a positive change from Allstate’s previous quarterly dividend of $1.00. This represents a $4.32 dividend on an annualized basis and a yield of 2.0%. Allstate’s payout ratio is currently 9.53%.

Analysts Set New Price Targets

ALL has been the topic of a number of research analyst reports. Wall Street Zen cut Allstate from a “buy” rating to a “hold” rating in a report on Saturday. Raymond James Financial reaffirmed a “strong-buy” rating and set a $260.00 price objective on shares of Allstate in a report on Tuesday, March 3rd. Wells Fargo & Company lifted their price objective on shares of Allstate from $227.00 to $229.00 and gave the company an “equal weight” rating in a research report on Thursday, April 9th. Weiss Ratings raised shares of Allstate from a “buy (b+)” rating to a “buy (a-)” rating in a report on Monday, March 23rd. Finally, Mizuho dropped their target price on shares of Allstate from $281.00 to $265.00 and set an “outperform” rating for the company in a research report on Friday, March 20th. Three analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $240.56.

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.