Munich Reinsurance Co Stock Corp in Munich Grows Stock Position in The Allstate Corporation $ALL

Munich Reinsurance Co Stock Corp in Munich increased its position in shares of The Allstate Corporation (NYSE:ALL) by 133.5% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 84,219 shares of the insurance provider’s stock after purchasing an additional 48,155 shares during the quarter. Munich Reinsurance Co Stock Corp in Munich’s holdings in Allstate were worth $17,462,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. MV Capital Management Inc. acquired a new stake in Allstate during the 4th quarter worth $25,000. Navalign LLC acquired a new stake in shares of Allstate in the fourth quarter valued at about $27,000. Dorato Capital Management purchased a new position in shares of Allstate in the fourth quarter worth about $27,000. Evolution Wealth Management Inc. lifted its stake in shares of Allstate by 7,000.0% in the first quarter. Evolution Wealth Management Inc. now owns 142 shares of the insurance provider’s stock worth $29,000 after buying an additional 140 shares in the last quarter. Finally, Palisade Asset Management LLC acquired a new position in Allstate during the third quarter worth about $31,000. 76.47% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Allstate

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Allstate announced a quarterly dividend of $1.08 per share, payable Oct. 1, 2026, which may support investor confidence in the company’s capital return profile. Allstate announces quarterly dividend payable Oct. 1, 2026
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on Allstate to $255 from $242, signaling somewhat improved valuation expectations. Allstate price target raised by Keefe, Bruyette & Woods
• Neutral Sentiment: Analysts are looking ahead to Allstate’s upcoming Q2 2026 earnings, with expectations for a double-digit profit decline, keeping attention on underwriting results and claim trends. What to Expect From Allstate Corporation’s Q2 2026 Earnings Report
• Negative Sentiment: Oklahoma sued Allstate over allegations that the insurer underpaid damage claims, adding legal and reputational risk tied to claims handling practices. Allstate Sued by Oklahoma for Alleged Scheme to Underpay Claims
• Negative Sentiment: Unusual options activity showed a sharp spike in put buying, suggesting some traders are positioning for downside protection or a near-term pullback. Allstate unusual options trading activity
• Negative Sentiment: Reports that Allstate is exiting Broadcom and alleging a “vengeful” license audit could indicate ongoing vendor or legal friction, though the direct stock impact is less clear. Allstate Insurance quits Broadcom

Analyst Ratings Changes

Several brokerages have recently weighed in on ALL. Morgan Stanley boosted their target price on Allstate from $215.00 to $240.00 and gave the stock an “equal weight” rating in a report on Monday. Barclays boosted their price objective on Allstate from $203.00 to $213.00 and gave the stock an “underweight” rating in a research note on Tuesday. Keefe, Bruyette & Woods lifted their price target on Allstate from $242.00 to $255.00 and gave the stock a “market perform” rating in a report on Wednesday. Raymond James Financial upped their price objective on Allstate from $260.00 to $300.00 and gave the company a “strong-buy” rating in a report on Monday. Finally, Zacks Research lowered shares of Allstate from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 7th. Three investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Allstate currently has a consensus rating of “Moderate Buy” and a consensus price target of $245.95.

Allstate Stock Down 0.1%

ALL stock opened at $251.29 on Thursday. The company’s 50 day moving average price is $222.73 and its 200 day moving average price is $212.44. The firm has a market capitalization of $64.69 billion, a price-to-earnings ratio of 5.54, a PEG ratio of 0.44 and a beta of 0.16. The Allstate Corporation has a fifty-two week low of $188.08 and a fifty-two week high of $257.67. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.36 and a current ratio of 0.36.

Allstate (NYSE:ALL) last posted its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.65 EPS for the quarter, topping the consensus estimate of $7.31 by $3.34. Allstate had a net margin of 17.81% and a return on equity of 42.66%. The company had revenue of $16.94 billion during the quarter, compared to analysts’ expectations of $15.24 billion. During the same quarter in the previous year, the business posted $3.53 EPS. The firm’s revenue was up 3.0% on a year-over-year basis. On average, equities research analysts anticipate that The Allstate Corporation will post 29.8 EPS for the current fiscal year.

Allstate Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Monday, August 31st will be paid a dividend of $1.08 per share. The ex-dividend date is Monday, August 31st. This represents a $4.32 annualized dividend and a yield of 1.7%. Allstate’s payout ratio is presently 9.53%.

Insider Activity at Allstate

In related news, insider Mark Q. Prindiville sold 1,550 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $216.27, for a total value of $335,218.50. Following the transaction, the insider directly owned 27,558 shares of the company’s stock, valued at $5,959,968.66. This trade represents a 5.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Andrea Redmond sold 2,225 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $202.91, for a total value of $451,474.75. Following the transaction, the director directly owned 2,225 shares in the company, valued at approximately $451,474.75. The trade was a 50.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 22,353 shares of company stock valued at $4,851,560 over the last three months. 1.55% of the stock is owned by corporate insiders.

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.