Allstate Corporation (The)NYSE: ALL
Financials · Property & Casualty Insurance
$217.11
-0.07%
Vol: 1.0M
Research Digest
Friday, May 1, 2026
Allstate stock hit all-time high of $219.83 after Q1 net income quadrupled with auto insurance underwriting income reaching $1.73B, up from $816M year-ago.
Allstate's Q1 2026 net income quadrupled to $2.4B with adjusted net income of $2.8B or $10.65 per diluted share. Auto insurance underwriting income more than doubled to $1.73B with combined ratio improving 9.4 points to 81.9. Homeowners combined ratio improved dramatically to 83.5 from unprofitable 112.3 with catastrophe loss reduction of $780M. Total revenue climbed 3% to $16.9B and the company returned $881M to shareholders.
Previous Market Intelligence
13 daysApr 30Allstate Q1 2026 net income surges to $2.46B vs $596M YoY; homeowners combined ratio improves from 112.3 to 83.5 on lower catastrophe losses.Positive▶
Allstate Corporation reported an exceptional Q1 2026 with net income of $2.46B, more than quadrupling from $596M in Q1 2025. Diluted EPS jumped to $9.25 from $2.11. The homeowners business showed dramatic improvement with combined ratio dropping from unprofitable 112.3 to 83.5, driven by nearly $780M decline in catastrophe losses. Investment income increased 9.8% on portfolio growth and higher fixed income yields. Policies in force reached 212M, reflecting growth across auto, homeowners, and Protection Plans. The strong underwriting performance and lower cat losses mark a significant turnaround from prior-year challenges.
Apr 29Allstate Q1 2026 earnings soar with $2.4B net income, combined ratio improves to 82.0 from 97.4Positive▶
Allstate Corporation reported strong Q1 2026 earnings with net income surging to $2.4 billion from $566 million year-over-year. Adjusted earnings of $10.65 per share exceeded expectations. Property-Liability combined ratio improved significantly to 82.0 from 97.4, driven by lower catastrophe losses and prior-year reserve releases. Policies in force reached 212 million. Investment income increased 9.8%.
Apr 16Allstate Q1 2026 earnings call scheduled for April 30; company filed $7.9M RICO lawsuit against Houston-area family over auto insurance fraud on April 10.Mixed▶
Allstate will hold Q1 2026 earnings call on April 30, 2026. Separately, on April 10, seven Allstate entities filed federal RICO lawsuit against Houston-area Roopani family and 16 related healthcare entities for alleged multi-million-dollar auto insurance fraud scheme. Allstate alleges $426,960.67 in direct payments to defendants plus $7.5M in induced bodily injury claim payments based on false medical documentation. Analysts expect 118% YoY EPS increase.
Apr 15Allstate filed RICO lawsuit on April 10, 2026, alleging $7.9 million auto insurance fraud scheme involving Texas family and healthcare entities.Negative▶
Allstate took legal action against alleged insurance fraud on April 10, 2026. Seven Allstate entities filed a RICO lawsuit in federal court naming four members of the Roopani family and 16 related entities, alleging a multi-million-dollar auto insurance fraud scheme. Allstate claims it paid $426,960.67 directly to defendants and was caused to pay an additional $7,478,757.76 in bodily injury claims based on false medical documentation. The company will report Q1 2026 earnings on April 29, 2026.
Apr 14Allstate filed RICO lawsuit against Houston-area family alleging $7.9 million auto insurance fraud scheme; Q1 2026 earnings call set for April 30.Neutral▶
The Allstate Corporation filed a federal RICO lawsuit on April 10, 2026 against a Houston family and their network for alleged multi-million-dollar auto insurance fraud. Seven Allstate entities claim defendants and related entities caused approximately $7.5 million in bodily injury claim payments plus $427k in direct payments. Allstate is scheduled to report Q1 2026 earnings with analyst expectations for 118% year-over-year EPS increase on April 29. The company annual shareholder meeting is set for May 22, 2026.
Apr 13Q4 2025 net income doubled to $3.8B; approved $4.0B buyback and dividend increase for 2026.Positive▶
Allstate reported strong Q4 2025 results with net income doubling to $3.8 billion vs. $1.9B prior year. Company returned $2.2B to shareholders in 2025 via dividends and buybacks, then approved $4.0B additional buyback authorization and increased quarterly dividend in early 2026. Upcoming earnings April 29, 2026 expected to show significant YoY EPS growth despite potential headwinds from rising catastrophe losses.
Apr 10Allstate announces dividend increase to $1.08 and $4B share buyback program ahead of Q1 earnings.Positive▶
Allstate announced dividend increase to $1.08 per share (from $1.00) and a new $4 billion share repurchase program following completion of previous $1.5B buyback. Q1 2026 earnings call scheduled for April 30 at 9 a.m. ET. Analysts forecast adjusted EPS of $7.70 for Q1, up 118.1% YoY from $3.53. Company has beaten Wall Street estimates in last four consecutive quarters.
Apr 9Allstate Reports $14.31 EPS Beat Q4, Maintains Strong Dividend Amid ChallengesPositive▶
Allstate reported Q4 2025 EPS of $14.31, beating consensus of $8.72 by $5.59, demonstrating strong operational performance. Declared $29.3M in aggregate dividends and faces $140M catastrophe losses. Zacks Rank #1 (Strong Buy) with significant earnings growth outlook despite legal challenges. Company focuses on enhanced digital customer engagement tools and navigating challenging auto insurance market. Stock seen as undervalued with strong investment metrics, though facing specific litigation risks and competitive pressures in property-casualty insurance.
Apr 8Allstate Q4 2025 earnings reported February 4; Group Health sale to Nationwide completed January 30; leadership changesPositive▶
Allstate reported strong Q4 2025 and full-year 2025 results on February 4, 2026 with Q4 total revenues of $17.3B and full-year revenues of $67.7B. Q4 net income applicable to common shareholders was $3.8B (double prior year's $1.9B). Company completed sale of Group Health business to Nationwide for $1.25 billion on January 30, 2025. Made leadership changes including Mario Rizzo as Chief Operating Officer. Reported November 2025 catastrophe losses of $46M ($36M after-tax) with October-November combined losses of $129M ($101M after-tax). Company navigating challenging insurance environment with focus on property-liability and protection services strategic positioning.
Apr 7Cat losses $249M Jan-Feb 2026; dividend raised to $1.08; Q1 earnings call April 30.Mixed▶
Allstate reported $249M after-tax cat losses Jan-Feb 2026, primarily Winter Storm Fern. Policies in force grew 2.5% to 38.4M. Dividend raised to $1.08 March 2. Q1 2026 results April 29 after close. 17 analysts rate Buy with $224.94 target.
Apr 6Allstate schedules Q1 2026 earnings call for April 29-30 as shares reach $207 near 52-week highsPositive▶
The Allstate Corporation announced Q1 2026 earnings release scheduled for April 29, 2026 after 4:15 p.m. ET with earnings conference call on April 30, 2026 at 9 a.m. ET. As of April 4, 2026, Allstate shares reached a daily high of $207.84 and traded at $207.03, reflecting strong performance within its 52-week range of $176.00 to $216.75 USD. The average 12-month price target stands at $239.57 USD, with 13 analysts recommending buy ratings and only 2 suggesting sells. Keefe Bruyette & Woods reiterated an Outperform rating with $260 price target on shares. Allstate continues focusing on enhancing digital tools and mobile app functionality while managing significant catastrophe losses (December 2025 losses of $80 million pre-tax or $64 million after-tax). The dividend yield is currently 2.13%, attractive for income-focused investors.
Apr 3Allstate schedules Q1 2026 earnings call while reporting catastrophe losses and growth in policies in force.Neutral▶
Allstate announced its Q1 2026 earnings release on April 29, 2026. In February 2026, the company reported catastrophe losses of $140 million, bringing total January-February losses to $249 million after tax. Despite catastrophe losses, Allstate's total policies in force grew 2.5% YoY to 38.4 million. Preferred dividends of $29.125 per share are payable April 15, 2026.
Apr 2Allstate scheduled Q1 2026 earnings for April 29 with dividend increase to $1.08 and $4 billion share repurchase program announced.Positive▶
Allstate announced Q1 2026 earnings call on April 30 at 9 a.m. ET. The company increased its quarterly dividend to $1.08 per share and announced a new $4 billion share repurchase program following completion of its $1.5 billion buyback. On April 1, shares traded down 2.15% amid sector-wide weakness. 32 Wall Street analysts rate ALL Buy with average price target of $239.50.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CBCHUBB | $326.61 | -0.12% | +0.0% | 11.2x | 0.50 | $126.8B |
| PGRPROGRESSIVE | $199.87 | -0.70% | +2.5% | 12.5x | 0.33 | $117.6B |
| TRVTRAVELERS | $305.05 | -0.03% | +3.2% | 10.7x | 0.52 | $64.9B |
| ALLALLSTATE | $217.11 | -0.07% | +4.3% | 8.4x | 0.22 | $56.1B |
| HIGHARTFORD | $136.06 | -0.55% | +0.3% | 9.5x | 0.53 | $37.5B |
| ACGLARCH | $93.92 | -0.57% | -2.4% | 9.4x | 0.38 | $33.4B |
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Price above both MAs — bullish structure.