Allstate Corp. (ALL): price, analyst ratings, earnings and fundamentals
Updated 16 September 2026, 08:02 ET
Allstate Corp. (ALL) closed at $257.21 on 15 September 2026, down 0.5%. The stock is down 1.6% over one month and up 28.4% over one year. It trades 7.2% below its 52-week high of $277.22. Analysts recorded 24 actions in the last 90 days; the median price target of $275 is 6.9% above the last close. The company last reported on 5 August 2026 for Q2 2026: EPS of $8.99 against an estimate of $5.01, a beat of 79.4%, on revenue of $18.6 billion.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open ALL in FundSpec.
Analyst ratings
Over the last 90 days FundSpec recorded 24 analyst actions on ALL from 18 firms: 17 maintained or reiterated a view, 1 upgrade and 6 downgrades. Price targets were 21 raised and 1 lowered. The most recent targets from 17 firms range from $226 to $300, with a median of $275, 6.9% above the last close.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 28 Aug 2026 | Argus Research | Downgrades to Hold from Buy | |
| 20 Aug 2026 | Keefe, Bruyette & Woods | Downgrades to Underperform from Market Perform | $255.00 to $250.00 |
| 13 Aug 2026 | BMO Capital | Maintains Buy | $250.00 to $284.00 |
| 11 Aug 2026 | Mizuho | Maintains Outperform | $272.00 to $300.00 |
| 11 Aug 2026 | Citigroup | Downgrades to Sell from Neutral | $226.00 to $240.00 |
| 11 Aug 2026 | JP Morgan | Maintains Overweight | $282.00 to $292.00 |
| 10 Aug 2026 | Goldman Sachs | Maintains Neutral | $250.00 to $280.00 |
| 10 Aug 2026 | UBS | Maintains Neutral | $261.00 to $275.00 |
| 10 Aug 2026 | Piper Sandler | Maintains Overweight | $268.00 to $300.00 |
| 7 Aug 2026 | Freedom Broker | Upgrades to Buy from Hold | $297.00 |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Earnings
The next report is scheduled for 4 November 2026 after the close for Q3 2026, with EPS expected at $6.46 on revenue of $17.5 billion. Allstate Corp. beat the EPS estimate in 8 of its last 8 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q2 2026 | 5 Aug 2026 | $5.01 | $8.99 | +79.44% | $18.6B |
| Q1 2026 | 29 Apr 2026 | $7.28 | $10.65 | +46.29% | $14.6B |
| Q4 2025 | 4 Feb 2026 | $9.85 | $14.31 | +45.28% | $14.6B |
| Q3 2025 | 5 Nov 2025 | $7.25 | $11.17 | +54.07% | $15.6B |
| Q2 2025 | 30 Jul 2025 | $3.30 | $5.94 | +80.00% | $15.0B |
| Q1 2025 | 30 Apr 2025 | $2.47 | $3.53 | +42.91% | $14.3B |
| Q4 2024 | 5 Feb 2025 | $6.28 | $7.67 | +22.13% | $13.8B |
| Q3 2024 | 30 Oct 2024 | $2.47 | $3.91 | +58.30% | $14.7B |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
For the period ended 30 June 2026, Allstate Corp. reported revenue of $18.6 billion and net income of $3.3 billion. On a trailing twelve month basis the company shows revenue growth of 5.92%, a gross margin of N.A., an operating margin of N.A. and a return on equity of 46.01%.
Income statement
| Line | Amount |
|---|---|
| Revenue | $18,596,000,000 |
| Depreciation & Amortization | $86,000,000 |
| Pre-tax Income | $4,142,000,000 |
| Income Tax Expense | $871,000,000 |
| Net Income | $3,271,000,000 |
Cash flow
| Line | Amount |
|---|---|
| Cash from Operating Activities | $2,634,000,000 |
| Cash from Investing Activities | -$1,161,000,000 |
| Capital Expenditures | $43,000,000 |
| Cash from Financing Activities | -$1,330,000,000 |
| Dividends Paid | $280,000,000 |
| Share Repurchases | $1,051,000,000 |
| Free Cash Flow | $2,591,000,000 |
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $840,000,000 |
| Short-term Investments | $4,705,000,000 |
| Plant, Property & Equipment, Net | $591,000,000 |
| Operating Lease Right-of-Use Assets | $154,000,000 |
| Other Investments | $1,153,000,000 |
| Goodwill Intangible Assets, Net | $3,676,000,000 |
| Deferred Tax Asset | $1,922,000,000 |
| Total Assets | $124,756,000,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Long-term Debt | $7,492,000,000 |
| Operating Lease Liabilities, Long-term | $184,000,000 |
| Deferred Income Taxes | $172,000,000 |
| Minority Interest | -$20,000,000 |
| Total Liabilities | $91,078,000,000 |
| Retained Earnings | $67,504,000,000 |
| Treasury Stock | -$39,842,000,000 |
| Other Accumulated Comprehensive Income | -$193,000,000 |
| Total Stockholders Equity | $33,698,000,000 |
| Total Liability & Stockholders Equity | $124,756,000,000 |
Figures as filed with the SEC for the period ended 30 June 2026, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Debt/Assets | 0.06 | 52nd | Calculated as the ratio of Short-Term Debt + Long-Term Debt / Total Assets. The higher the ratio, the higher the degree of leverage, and consequently, financial risk |
| Debt/Equity | 0.22 | 50th | Calculated as the ratio of Total Liabilities / Shareholders' Equity. The ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders’ equity |
| Long Term Debt/Long Term Capital | 0.18 | 28th | Calculated as Long-Term Debt / (Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Free Cashflow Margin Pct | 17.5% | 79th | Calculated as the ratio of Free Cashflow from Operating Activities / Net Sales. It measures how much per dollar of revenue the company is able to convert into free cash flow. |
| PreTax Margin Pct | 24.2% | 82nd | Calculated as the ratio of (Gross profit - (Operating Expense + Interest Expense)) / Revenue. The pretax profit margin enables profitability to be compared across companies with significant differences in size, scale, capital structure and tax rates. |
| Return on Assets Pct | 11.0% | 91st | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | 46.0% | 95th | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| FCF Pct Growth | 43.4% | 71st | The Free Cash Flow growth rate over the trailing twelve months (TTM) |
| FCF Pct Growth 3 year CAGR | 175.1% | 83rd | The Free Cash Flow compound annual growth rate (CAGR) over the past 3 years |
| FCF Pct Growth 5 year CAGR | 135.9% | 73rd | The Free Cash Flow compound annual growth rate (CAGR) over the past 5 years |
| FCF Return on Assets Pct | 10.2% | 84th | Calculated as the ratio of Cashflow from Operations / Total Assets. A high cash return on assets means a company is generating more cash flow from every asset dollar |
| Operating Cashflow Pct Growth | 42.6% | 72nd | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | 37.6% | 88th | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
| Operating Cashflow Pct Growth 5 year CAGR (FY) | 17.7% | 80th | The Operating Cashflow compound annual growth rate (CAGR) over the past 5 years |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 129.2% | 84th | The Net Income growth rate over the trailing twelve months (TTM) |
| Net Income Pct Growth 5 year CAGR | 27.2% | 86th | The Net Income compound annual growth rate (CAGR) over the past 5 years |
Top Line Growth
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Revenue Pct Growth | 5.9% | 50th | The Revenue (Sales) growth rate over the trailing twelve months (TTM) |
| Revenue Pct Growth 3 year CAGR | 8.7% | 62nd | The Revenue (Sales) compound annual growth rate (CAGR) over the past 3 years |
| Revenue Pct Growth 5 year CAGR | 8.5% | 55th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 5 years |
Taxes
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Effective Tax Rate Pct | 21.7% | 72nd | The effective tax rate of the company over the trailing twelve months (TTM). |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open ALL in FundSpec.
Insider activity
In the last 90 days insiders filed 17 transactions: 8 acquisitions covering 79,553 shares and 9 disposals covering 148,569 shares. Acquisitions include awards and option exercises as well as open market purchases. The largest by value was a disposal of 43,398 shares by Mario Rizzo, Chief Operating Officer-AIC on 11 August 2026, worth about $11.5 million at the transaction price.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 6 Sep 2026 | Zulfikar Jeevanjee | EVP & CTO - AIC | Disposal | 213 | $259.57 | $55K |
| 6 Sep 2026 | Zulfikar Jeevanjee | EVP & CTO - AIC | Acquisition | 483 | ||
| 3 Sep 2026 | Christian M. Lown | Chief Financial Officer | Acquisition | 16,615 | ||
| 3 Sep 2026 | Christian M. Lown | Chief Financial Officer | Acquisition | 3,783 | ||
| 3 Sep 2026 | Margaret M Keane | Director | Disposal | 944 | ||
| 11 Aug 2026 | Mario Rizzo | Chief Operating Officer-AIC | Disposal | 43,398 | $264.17 | $11.5M |
| 11 Aug 2026 | Mario Rizzo | Chief Operating Officer-AIC | Acquisition | 56,225 | $92.46 | $5.2M |
| 11 Aug 2026 | Mario Rizzo | Chief Operating Officer-AIC | Disposal | 12,827 | $265.55 | $3.4M |
| 11 Aug 2026 | Mario Rizzo | Chief Operating Officer-AIC | Disposal | 56,225 | ||
| 7 Aug 2026 | John E Dugenske | Pres, Invest. & Corp. Strategy | Disposal | 25,717 | $268.80 | $6.9M |
| 7 Aug 2026 | John E Dugenske | Pres, Invest. & Corp. Strategy | Disposal | 3,901 | $272.05 | $1.1M |
| 7 Aug 2026 | John E Dugenske | Pres, Invest. & Corp. Strategy | Disposal | 3,378 | $270.20 | $913K |
| 1 Jul 2026 | Jacques P Perold | Director | Acquisition | 174 | $243.12 | $42K |
| 1 Jul 2026 | Perry M Traquina | Director | Acquisition | 169 | $243.12 | $41K |
| 1 Jul 2026 | Margaret M Keane | Director | Acquisition | 138 | $243.12 | $34K |
Insider filings record what officers and directors did with their own shares. Disposals are often planned sales or tax related, so a pattern across several insiders says more than one filing.
SEC filings
The latest filing is a 10-Q from 5 August 2026.
| Filed | Form | Document |
|---|---|---|
| 5 Aug 2026 | 10-Q | View on sec.gov |
| 29 Apr 2026 | 10-Q | View on sec.gov |
| 20 Feb 2026 | 10-K | View on sec.gov |
| 5 Nov 2025 | 10-Q | View on sec.gov |
| 30 Jul 2025 | 10-Q | View on sec.gov |
| 30 Apr 2025 | 10-Q | View on sec.gov |
| 24 Feb 2025 | 10-K | View on sec.gov |
| 30 Oct 2024 | 10-Q | View on sec.gov |
| 31 Jul 2024 | 10-Q | View on sec.gov |
| 1 May 2024 | 10-Q | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- Insurance Carriers
- Industry
- Insurance
- Headquarters
- Wilmington, Illinois
- Chief executive
- Thomas J. Wilson
- Employees
- 54,500
- Website
- allstate.com
- SEC CIK
- 0000899051
The Allstate Corporation provides property and casualty insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Protection Services segment provides consumer product protection plans and related technical support for mobile phones, consumer electronics, furniture, and appliances.
Sector and peers
Allstate Corp. is part of the Insurance Carriers sector, which FundSpec tracks across 88 companies.
Companies in the same industry by market capitalization:
CB Chubb LtdPGR Progressive Corp/Oh/TRV Travelers Companies, Inc.AIG American International Group, Inc.HIG Hartford Insurance Group, Inc.ACGL Arch Capital Group Ltd.
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for ALL are available to subscribers, with the same screen in the iOS and Android apps.
Open ALL in FundSpec