The Allstate Corporation

The Allstate Corporation

ALLยทNYSE

$209.34

-0.53%
Financial ServicesInsurance - Property & Casualty

The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other 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 Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal lines products, such as renter, condominium, landlord, boat, umbrella, and manufactured home and stand-alone scheduled personal property; and commercial lines products under the Allstate and Encompass brand names. The Protection Services segment provides consumer product protection plans and related technical support for mobile phones, consumer electronics, furniture, and appliances; finance and insurance products, including vehicle service contracts, guaranteed asset protection waivers, road hazard tire and wheel, and paint and fabric protection; roadside assistance; device and mobile data collection services; data and analytic solutions using automotive telematics information; and identity protection services. This segment offers its products under various brands including Allstate Protection Plans, Allstate Dealer Services, Allstate Roadside Services, Arity, and Allstate Identity Protection. The Allstate Health and Benefits provides life, accident, critical illness, short-term disability, and other health insurance products. The Run-off Property-Liability offers property and casualty insurance. It sells its products through call centers, agencies, financial specialists, independent agents, brokers, wholesale partners, and affinity groups, as well as through online and mobile applications. The Allstate Corporation was founded in 1931 and is based in Northbrook, Illinois.

At a Glance

Live Snapshot
Market Cap$53.89B
EPS38.6800
P/E Ratio5.41
Earnings Date07/29/2026
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The Allstate Corporation Street Expectations Map

ALL ยท NYSE

Wall Street analysts project that ALL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 245.00, with estimates ranging from a low of 215.00 to a high of 281.00.

Lowest Target
215.00
2.70%
Consensus Target
245.00
17.03%
Highest Target
281.00
34.23%

The consensus 1-year price target stands at 245.00, with estimates ranging from a low of 215.00 to a high of 281.00.

Analyst Consensus Analysis

Upside Potential

+17.0%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

26.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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The Allstate Corporation Forward Estimates of Revenue

ALL ยท NYSE
Latest Revenue
66.46B
FY 2025
Avg Estimate
62.70B
FY 2026
Estimate Range
62.19B - 63.21B
Analyst Spread

Forward Growth Analysis

Projected Growth-5.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The Allstate Corporation Forward Estimates of Net Income

ALL ยท NYSE
Latest Net Income
10.28B
FY 2025
Avg Estimate
6.31B
FY 2026
Estimate Range
5.93B - 7.78B
Analyst Spread

Forward Growth Analysis

Projected Growth-38.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread29%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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The Allstate Corporation Forward Estimates of EPS

ALL ยท NYSE
Latest EPS
38.68
FY 2025
Avg Estimate
$24.22
FY 2026
Estimate Range
$22.14 - $29.06
Analyst Spread

Forward Growth Analysis

Projected Growth-37.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread29%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The Allstate Corporation Forward Estimates of EBIT

ALL ยท NYSE
Latest EBIT
13.55B
FY 2025
Avg Estimate
4.74B
FY 2026
Estimate Range
4.71B - 4.78B
Analyst Spread

Forward Growth Analysis

Projected Growth-65.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The Allstate Corporation Forward Estimates of EBITDA

ALL ยท NYSE
Latest EBITDA
14.04B
FY 2025
Avg Estimate
5.71B
FY 2026
Estimate Range
5.66B - 5.75B
Analyst Spread

Forward Growth Analysis

Projected Growth-59.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The Allstate Corporation Forward Estimates of SG&A Expense

ALL ยท NYSE
Latest SG&A Expense
-30.00M
FY 2025
Avg Estimate
-157.80M
FY 2026
Estimate Range
-159.08M - -156.53M
Analyst Spread

Forward Growth Analysis

Projected Growth-426.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The Allstate Corporation Insider Positioning

ALL ยท NYSE

During the last 12 months, insiders have sold $27.46M worth of ALL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

24.5K

5.30M

Net Activity

-5.3M

-$5.30M

3-6 Months

Bought

0

0.00

Sold

61.5K

12.83M

Net Activity

-12.8M

-$12.83M

6-9 Months

Bought

0

0.00

Sold

43.6K

9.31M

Net Activity

-9.3M

-$9.31M

9-12 Months

Bought

0

0.00

Sold

115

23.95K

Net Activity

-24K

-$24K

Top Buyers

No buying activity

Top Sellers

1
WTJ

Wilson Thomas J

Director, Officer: Chairman, President & Ceo

50.0K sharesโ€ข12 transactions

$10.44M

2
GS

Gupta Suren

Other: President,Enterprise Solutions

48.4K sharesโ€ข7 transactions

$10.31M

3
RM

Rizzo Mario

Other: Chief Operating Officer-Aic

18.6K sharesโ€ข1 transactions

$4.06M

4
MJE

Merten Jesse E

Other: Prespersonalproperty-Liability

8.8K sharesโ€ข1 transactions

$1.83M

5
RA

Redmond Andrea

Director

2.2K sharesโ€ข1 transactions

$451K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $27.46M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.30M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.