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Allstate (ALL) stock

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NYSE: ALL NYSE Property & Casualty Insurance Next results ~November 4, 2026

B+ Fundamentals grade

The Allstate Corporation is a United States insurer that underwrites property and casualty cover. Its largest products are private motor and homeowners insurance, alongside other personal lines such as renters, condominium, landlord, boat, umbrella and manufactured-home policies, together with commercial cover. Through its Protection Services arm it also sells consumer product protection plans, roadside assistance, vehicle service contracts and guaranteed asset protection, identity-theft protection and remediation, and telematics-based analytics under the Arity name.

Customers are mainly individual households, reached through exclusive agents, independent agents and a direct channel. The group earns its money chiefly from insurance premiums, supplemented by fees and commissions, including on brokered and lender-placed products.

Allstate is organised into reporting segments that include Allstate Protection, Protection Services, and a Run-off Property-Liability segment covering asbestos and environmental claims on policies written between the 1960s and the mid-1980s. It sells mainly in the United States, with Protection Plans expanding internationally. The filing reports total policies in force of 38,275 thousand in Allstate Protection, and notes that the company has stopped writing new homeowners business in Florida and California and uses reinsurance and state facilities to limit catastrophe exposure.

Based on Allstate's 10-K filed February 20, 2026.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Allstate files

Where Allstate stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $70.1bn, up 5.9% on a year earlier, faster than 4.4% a quarter earlier.

Our model value for Allstate is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Allstate's trailing-twelve-month revenue grew 5.9% year on year, with a free-cash-flow margin of 17.5%. Where it stands out: change in growth rate of +1.5pp ranks 8 of 48 property & casualty insurance companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 43.4% while net income grew 129.2%: a 86pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Shrinking share count. Diluted shares fell 1.9% in a year, so each share owns more of the business.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 6.1% over 90 days.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Insiders selling. 7 insiders sold $81M of stock over the past 365 days and none bought (65% under pre-set trading plans).
  • Earnings expected to fall. The consensus expects earnings per share to fall 22% next year.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$8.99 against an average estimate of $6.07: beat by 48.0%
Revenue
$18.60bn, up 11.8% on a year earlier
Share reaction
+4.8% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Next report
November 4, 2026; average EPS estimate $6.96

Allstate's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.6%
  • 1 week+3.1%
  • 1 month+18.0%
  • This year+28.7%
  • 1 year+40.5%
  • 5 years+135.6%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$70.1B
Net margin
18.9%
EPS (TTM, diluted)
$50.42

Growth

Revenue growth
+5.9%
Change in growth rate
+1.5 pts
Share count change
−1.9%

Earnings

Last results
August 5, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Announcement
  3. Announcement
  4. Insider trade
  5. Insider trade
  6. Results
  7. Announcement
  8. Leadership

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

No model value for Allstate at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valuation models disagree too widely to rate: held for review.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Allstate as an insurer, with every model that fits that kind of business. Cost of equity 7.7%: the 10-year Treasury yield (4.9%) plus a beta of 0.61 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$350 ~$240–$530 Primary model, counts double
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$370 ~$300–$470 Included
Price-to-book vs return on equity (peers) The price-to-book that peers with this return on equity trade on, from a line fitted across peers. ~$260 ~$170–$350 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$170 ~$140–$300 Included
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$290 ~$250–$360 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$410 ~$330–$540 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Allstate with property, casualty and specialty insurers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

55 /100

Moderate moat

How hard Allstate's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Net income has been a median 2.9% of total assets over 10 years.

  • Durability 1 / 20

    Net margin has been a median 7.7%; its worst year was -4.8%.

  • Discipline 15 / 20

    The diluted share count fell 14.5% over five years.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (60 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $17.5bn and EPS of $6.96 (range $5.35 to $8.67) for the quarter.

Analysts' consensus

Allstate: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $35.96 +3% $70.2bn +4%
Next $28.11 −22% $72.7bn +4%

Next year's EPS estimate has moved +6.1% in 90 days, across 22 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +14.9% on 90 days ago. In the last 30 days, 7 analysts raised Allstate's forecast and 5 cut it.

Consensus EPS forecast Allstate, last 90 days
$25.00 $30.00 $35.00 $40.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $31.30 Current fiscal year, 60 days ago: $35.25 Current fiscal year, 30 days ago: $35.22 Current fiscal year, 7 days ago: $35.62 Current fiscal year, Now: $35.96 $35.96 Next fiscal year, 90 days ago: $26.51 Next fiscal year, 60 days ago: $27.53 Next fiscal year, 30 days ago: $27.61 Next fiscal year, 7 days ago: $28.11 Next fiscal year, Now: $28.11 $28.11

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $31.30$26.51
60 days ago $35.25$27.53
30 days ago $35.22$27.61
7 days ago $35.62$28.11
Now $35.96$28.11

Earnings against estimates

Allstate: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jun 2026 $6.07 $8.99 +48.0%
Mar 2026 $7.24 $10.65 +47.0%
Dec 2025 $9.86 $14.31 +45.1%
Sept 2025 $7.54 $11.17 +48.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 5, 2026

No numeric guidance in Allstate's latest earnings release (filed August 5, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

25 analysts, Oct 2026
Buy1144%
Hold1040%
Sell416%

Monthly trend

  1. Oct 202629102225
  2. Sep 202628103225
  3. Aug 202628103225
  4. Jul 2026281325

Counts of recommendations published by analysts covering Allstate, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
0.0%
of tradable shares
Days to cover
0.01
at average volume
Short interest, 1 month
−100%
to October 15, 2026
Held by institutions
86%
of shares
Held by insiders
0.5%
of shares
Employees
53,000
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +40.5%

$187.89 on October 31, 2025 to $263.99

Allstate: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $66.2bn $70.1bn +5.9%
Net margin 8.7% 18.9% +116.4%
P/E multiple 8.7x 5.2x −39.9%
Share count 269m 263m +2.0%

Biggest factor: net margin.

Last 3 years +113.0%

$123.92 on November 3, 2023 to $263.99

Allstate: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $54.6bn $70.1bn +28.4%
P/S multiple 0.6x 1.0x +65.6%
Share count 264m 263m +0.2%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Allstate: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
ALL+10%+18%+6%+41%+10%+29%
Industry peers (median)+15%−3%+9%+30%+7%+10%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
ALL42%75%67%58%58%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
ALL−22%−20%−27%−10%−14%−19%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 41% from February 14, 2020 to March 23, 2020. Getting back needed a 71% gain, reached on April 16, 2021, 389 days after the low.

Price behaviour

52-week range
$187.62 – $273.97
From 52-week high
−3.6%
vs 50-day average
+7.5%
vs 200-day average
+16.1%
Volatility (1 year)
26%
Beta vs S&P 500
-0.47

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
9 up, 3 down
typical move ±2.6%
After a week
9 up, 3 down
typical move ±2.9%
After a month
10 up, 2 down
typical move ±4.7%
Allstate: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 +4.8% −0.4% −2.6% +0.6%
April 29, 2026 +0.4% +1.0% +0.7% −4.8%
February 4, 2026 +6.7% −1.7% +1.5% +5.8%
November 5, 2025 +1.4% −0.7% +7.1% +4.1%
July 30, 2025 +4.8% −0.5% +7.8% +5.1%
April 30, 2025 −0.8% +0.7% +2.7% +5.6%
February 5, 2025 +0.5% +0.8% −0.8% +5.2%
October 30, 2024 0.0% −2.3% +1.2% +11.7%
July 31, 2024 +2.2% +0.2% −1.7% +8.5%
May 1, 2024 −0.5% +0.6% +0.1% −0.9%
April 18, 2024 +6.2% −1.1% +5.8% +4.0%
February 7, 2024 +2.8% +0.9% +2.6% +0.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Allstate
$55B $60B $65B $70B $75B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $55.9B Revenue (TTM), FY23 Q4: $57.1B Revenue (TTM), FY24 Q1: $58.6B Revenue (TTM), FY24 Q2: $60.3B Revenue (TTM), FY24 Q3: $62.4B Revenue (TTM), FY24 Q4: $64.1B Revenue (TTM), FY25 Q1: $65.3B Revenue (TTM), FY25 Q2: $66.2B Revenue (TTM), FY25 Q3: $66.8B Revenue (TTM), FY25 Q4: $67.7B Revenue (TTM), FY26 Q1: $68.2B Revenue (TTM), FY26 Q2: $70.1B $70.1B

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $55.9B
FY23 Q4 $57.1B
FY24 Q1 $58.6B
FY24 Q2 $60.3B
FY24 Q3 $62.4B
FY24 Q4 $64.1B
FY25 Q1 $65.3B
FY25 Q2 $66.2B
FY25 Q3 $66.8B
FY25 Q4 $67.7B
FY26 Q1 $68.2B
FY26 Q2 $70.1B
Revenue growth, TTM YoY Allstate
4% 6% 8% 10% 12% 14% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 10.1% Revenue growth, TTM YoY, FY23 Q4: 11.1% Revenue growth, TTM YoY, FY24 Q1: 10.8% Revenue growth, TTM YoY, FY24 Q2: 10.4% Revenue growth, TTM YoY, FY24 Q3: 11.7% Revenue growth, TTM YoY, FY24 Q4: 12.3% Revenue growth, TTM YoY, FY25 Q1: 11.5% Revenue growth, TTM YoY, FY25 Q2: 9.8% Revenue growth, TTM YoY, FY25 Q3: 7.1% Revenue growth, TTM YoY, FY25 Q4: 5.6% Revenue growth, TTM YoY, FY26 Q1: 4.4% Revenue growth, TTM YoY, FY26 Q2: 5.9% 5.9%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 10.1%
FY23 Q4 11.1%
FY24 Q1 10.8%
FY24 Q2 10.4%
FY24 Q3 11.7%
FY24 Q4 12.3%
FY25 Q1 11.5%
FY25 Q2 9.8%
FY25 Q3 7.1%
FY25 Q4 5.6%
FY26 Q1 4.4%
FY26 Q2 5.9%
FCF margin (TTM) Allstate
5% 10% 15% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 6.6% FCF margin (TTM), FY23 Q4: 6.9% FCF margin (TTM), FY24 Q1: 8.6% FCF margin (TTM), FY24 Q2: 10.4% FCF margin (TTM), FY24 Q3: 13.2% FCF margin (TTM), FY24 Q4: 13.6% FCF margin (TTM), FY25 Q1: 13.7% FCF margin (TTM), FY25 Q2: 12.9% FCF margin (TTM), FY25 Q3: 12.9% FCF margin (TTM), FY25 Q4: 14.6% FCF margin (TTM), FY26 Q1: 16.9% FCF margin (TTM), FY26 Q2: 17.5% 17.5%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 6.6%
FY23 Q4 6.9%
FY24 Q1 8.6%
FY24 Q2 10.4%
FY24 Q3 13.2%
FY24 Q4 13.6%
FY25 Q1 13.7%
FY25 Q2 12.9%
FY25 Q3 12.9%
FY25 Q4 14.6%
FY26 Q1 16.9%
FY26 Q2 17.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ billions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Allstate: annual financial statements
Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 32.0 31.4 32.7 33.3 34.5 35.2 35.7 37.4 39.4 39.8 41.5 41.9 50.6 51.4 57.1 64.1 67.7 70.1
Net income 0.9 0.9 0.8 2.3 2.3 2.9 2.2 1.9 3.6 2.2 4.8 5.6 1.6 −1.3 −0.2 4.7 10.3 13.3
Diluted EPS $1.58 $1.68 $1.50 $4.68 $4.81 $6.27 $5.05 $4.67 $9.35 $5.70 $14.03 $17.31 $5.01 −$5.14 −$1.20 $16.99 $38.06 $50.42
Growth (year on year)
Revenue +8.9% −1.9% +4.0% +2.0% +3.6% +2.1% +1.2% +4.9% +5.4% +1.0% +4.3% +0.9% +20.7% +1.6% +11.1% +12.3% +5.6% +5.9%
Net income — +6.7% −13.6% +193.0% −1.1% +25.0% −23.8% −13.5% +89.3% −39.2% +124.4% +15.0% −71.1% −179.9% — — +120.3% +129.2%
Diluted EPS — +6.3% −10.7% +212.0% +2.8% +30.4% −19.5% −7.5% +100.2% −39.0% +146.1% +23.4% −71.1% −202.6% — — +124.0% +133.7%
Margins
Net margin 2.7% 2.9% 2.4% 6.9% 6.6% 8.1% 6.1% 5.0% 9.0% 5.4% 11.7% 13.3% 3.2% −2.5% −0.3% 7.3% 15.2% 18.9%
Free-cash-flow margin 12.8% 11.2% 5.2% 8.3% 11.7% 8.4% 9.3% 9.8% 10.2% 12.3% 11.3% 12.4% 9.4% 9.1% 6.9% 13.6% 14.6% 17.5%
Cash flow
Cash from operations 4.3 3.7 1.9 3.1 4.2 3.2 3.6 4.0 4.3 5.2 5.1 5.5 5.1 5.1 4.2 8.9 10.1 12.5
Capital spending 0.2 0.2 0.2 0.3 0.2 0.3 0.3 0.3 0.3 0.3 0.4 0.3 0.3 0.4 0.3 0.2 0.2 0.2
Free cash flow 4.1 3.5 1.7 2.8 4.0 2.9 3.3 3.7 4.0 4.9 4.7 5.2 4.8 4.7 4.0 8.7 9.9 12.2
Stock-based pay 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 —
Free cash flow after stock pay 4.0 3.5 1.6 2.7 3.9 2.9 3.2 3.6 3.9 4.8 4.6 5.1 4.7 4.6 3.9 8.6 9.8 —
Balance sheet
Cash — — — — — — — 0.4 0.6 0.4 0.3 0.3 0.8 0.7 0.7 0.7 0.7 0.8
Total debt 5.9 5.9 5.9 6.1 6.2 5.2 5.2 6.4 6.4 6.5 6.7 7.9 8.0 8.0 8.0 8.1 7.5 7.5
Net debt (negative = net cash) — — — — — — — 6.0 5.8 6.1 6.4 7.6 7.2 7.3 7.3 7.4 6.9 6.7
Diluted shares 541m 543m 523m 493m 470m 438m 407m 377m 368m 353m 334m 316m 299m 271m 263m 268m 267m 263m
Returned to shareholders
Dividends 0.5 0.4 0.4 0.5 0.4 0.5 0.5 0.5 0.5 0.6 0.7 0.7 0.9 0.9 0.9 1.0 1.0 1.1
Buybacks 0.0 0.2 1.0 0.9 1.8 2.3 2.8 1.3 1.5 2.3 1.7 1.7 3.1 2.5 0.3 0.0 1.2 2.5
Total returned 0.5 0.6 1.4 1.4 2.2 2.8 3.3 1.8 2.0 2.9 2.4 2.4 4.0 3.4 1.3 1.0 2.3 3.5

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$2.5B
Dividends (TTM)
$1.1B
Returned to shareholders
29%
of free cash flow
Buybacks, last 3 fiscal years
$1.6B
Diluted share count
−1.9%
year over year
Total shareholder yield
5.3%
dividends 1.6% + buybacks 3.7% of market value
Dividend payout ratio
8%
of net income paid out

Competitors: side by side with peers

Closest by revenue in property & casualty insurance
Growth, margins and cash generation against peers
Last 12 months unless stated ALL CB PGR TRV HIG ACGL Median
Revenue, last 12 months $70.1bn $61.8bn $91.7bn $48.9bn $29.9bn $19.2bn $1.7bn
Revenue growth, last 12 months 5.9% 5.7% 7.7% 1.1% 9.2% 0.4% 8.0%
Revenue growth, 3-year average 8.7% 8.7% 16.1% 6.9% 7.4% 17.7% 9.5%
Revenue growth, latest quarter 11.8% 0.3% 3.0% −0.5% 3.9% −10.5% 4.2%
Operating margin — — — 13.3% 10.3% — 9.4%
Net margin 18.9% 18.2% 12.7% 17.0% 15.4% 24.4% 10.5%
Cash from operations / revenue 17.8% 28.8% 17.1% 21.8% 23.4% 31.7% 18.2%
Free-cash-flow margin 17.5% — 16.6% 20.4% 19.8% 31.5% 17.6%
Free-cash-flow margin, 3-year average 13.6% — 18.8% 19.4% 20.9% 35.5% 16.5%
Stock pay / revenue — — — 0.5% 0.0% 0.8% 0.6%
Change in share count −1.9% −2.8% −0.4% −5.6% −4.0% −5.0% −0.7%

Median of all 48 companies we cover in property & casualty insurance. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

48 property & casualty insurance companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 5.9% 8.3% 28 of 48
Change in growth rate Growth +1.5pp -0.7pp 8 of 48
Net margin Profitability 18.9% 10.8% 8 of 48
Change in share count Balance sheet -1.9% -0.7% 13 of 47

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue YoY
Property Liability $59.7B ▲ 7.1%
Protection Services $3.5B ▲ 10.1%
Allstate Health and Benefits $676M ▼ 64.1%
Corporate and Other $308M ▲ 69.2%

These categories overlap or exclude eliminations, so shares aren't shown.

From Allstate's 10-K filed February 20, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$50.5B
Institutions reporting
1,745
Shares held vs prior quarter
▲ 0.1%
Positions opened / closed
162 / 108

Top buyers and sellers, Q2 2026: 833 institutions bought and 641 sold ; the biggest buyer was Deutsche Bank Ag\ (+1.3M shares) and the biggest seller Price T Rowe Associates Inc (−2.9M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $5.4B 22.9M 10.8% ▲ 4.4%
Vanguard Capital Management LLC $4B 16.8M 7.9% ▼ 0.4%
Vanguard Portfolio Management LLC $3.2B 13.6M 6.4% ▼ 0.3%
State Street Corp $3B 12.5M 5.9% ▲ 2.0%
Franklin Resources Inc $2.1B 8.7M 4.1% ▲ 8.4%
Geode Capital Management, LLC $2B 8.2M 3.9% ▲ 12.4%
Price T Rowe Associates Inc $1.9B 7.9M 3.7% ▼ 26.7%
Bank Of America Corp $1.4B 5.9M 2.8% ▼ 25.1%
GQG Partners LLC $1.2B 5.2M 2.5% ▼ 9.1%
Deutsche Bank Ag\ $1B 4.2M 2.0% ▲ 45.0%
Morgan Stanley $872M 3.7M 1.7% ▼ 1.9%
Invesco Ltd. $856M 3.6M 1.7% ▲ 6.9%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Allstate's complete shareholder register. Values are as reported by the filers ; 13 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Rizzo Mario 10% owner August 11, 2026 Sell 12,827 $265.55 $3.4M
Rizzo Mario 10% owner August 11, 2026 Sell 43,398 $264.17 $11.5M
Dugenske John E 10% owner August 7, 2026 Sell 25,717 $268.80 $6.9M
Dugenske John E 10% owner August 7, 2026 Sell 3,901 $272.05 $1.1M
Dugenske John E 10% owner August 7, 2026 Sell 3,378 $270.20 $912,729
Redmond Andrea Director June 1, 2026 Sell 2,225 $202.91 $451,475
Prindiville Mark Q 10% owner May 22, 2026 Sell 1,550 $216.27 $335,226
Rizzo Mario 10% owner May 1, 2026 Sell 18,578 $218.80 $4.1M
Wilson Thomas J Chairman, President & CEO March 16, 2026 Sell pre-set plan 9,320 $209.48 $2M
Wilson Thomas J Chairman, President & CEO March 16, 2026 Sell pre-set plan 5,348 $208.39 $1.1M
Wilson Thomas J Chairman, President & CEO March 16, 2026 Sell pre-set plan 2,139 $207.65 $444,165
Wilson Thomas J Chairman, President & CEO March 2, 2026 Sell pre-set plan 911 $213.50 $194,502

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 19 trades and filings

In the last 12 months, 1 member of Congress disclosed 0 purchases and 1 sale of Allstate shares.

  • Michael A. Rulli(R-OH 6):Sale (full), $1,001 - $15,000, traded August 12, 2026, filed September 2, 2026
  • Julie Johnson(D-TX 32):Sale (full), $1,001 - $15,000, traded April 7, 2025, filed May 14, 2025
  • Jared Moskowitz(D-FL 23):Sale (full), $1,001 - $15,000, traded July 5, 2024, filed August 19, 2024

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • April 29, 2026
  • February 4, 2026
  • November 5, 2025
  • July 30, 2025
  • April 30, 2025

Recent SEC filings

Data status

When each part of this page on Allstate was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Allstate in brief

What does Allstate do?
Allstate is a US-listed company in the property & casualty insurance industry. Its financial year ends in December.
What is Allstate's stock ticker?
Allstate trades under the ticker ALL on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Allstate's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Allstate reported revenue of $70.1B, 5.9% higher than a year earlier, according to its SEC filings.
What is Allstate's free cash flow?
Allstate's free-cash-flow margin is 17.5% of revenue over the trailing twelve months.
Who are Allstate's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Allstate buying back stock, and does it pay a dividend?
Allstate spent $2.5B on share repurchases over the trailing twelve months, and its diluted share count fell 1.9% over the year.
What is Allstate's market cap?
On November 2, 2026, Allstate's market capitalisation was about $69.5B, with a price-to-earnings ratio of 5.2 and net debt of $6.7B. Market figures come from third-party market data and may be delayed.
Does Allstate pay a dividend?
Yes: Allstate paid $1.1B in dividends over the trailing twelve months, a dividend yield of 1.59% and a payout ratio of 8.0%.
Who are Allstate's competitors?
In our Property & Casualty Insurance peer group, the companies closest to Allstate are Chubb Limited, Progressive Corporation, The Travelers Companies, The Hartford and Arch Capital Group. The side-by-side comparison below sets their revenue, margins and growth against Allstate's.
Are insiders buying or selling Allstate stock?
Over the last 12 months, Allstate's directors and officers reported 0 open-market purchases and 54 sales on Form 4. The insider trading page charts every trade.
When is Allstate's next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Allstate announces its own schedule.