BDF Gestion Decreases Stock Holdings in The Allstate Corporation $ALL

BDF Gestion reduced its position in shares of The Allstate Corporation (NYSE:ALL) by 17.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 20,089 shares of the insurance provider’s stock after selling 4,178 shares during the quarter. BDF Gestion’s holdings in Allstate were worth $4,312,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in ALL. Brighton Jones LLC grew its stake in shares of Allstate by 60.2% in the fourth quarter. Brighton Jones LLC now owns 6,500 shares of the insurance provider’s stock worth $1,253,000 after purchasing an additional 2,443 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in Allstate in the 4th quarter worth approximately $231,000. Venture Visionary Partners LLC grew its position in shares of Allstate by 58.1% in the 1st quarter. Venture Visionary Partners LLC now owns 2,509 shares of the insurance provider’s stock worth $520,000 after buying an additional 922 shares during the last quarter. Capital Analysts LLC increased its stake in shares of Allstate by 370.0% during the first quarter. Capital Analysts LLC now owns 2,068 shares of the insurance provider’s stock valued at $428,000 after buying an additional 1,628 shares during the period. Finally, Summit Financial LLC raised its holdings in shares of Allstate by 35.7% during the first quarter. Summit Financial LLC now owns 2,850 shares of the insurance provider’s stock valued at $590,000 after acquiring an additional 750 shares in the last quarter. Institutional investors own 76.47% of the company’s stock.

Insider Buying and Selling

In other Allstate news, insider Suren Gupta sold 3,786 shares of the firm’s stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $215.13, for a total transaction of $814,482.18. Following the completion of the sale, the insider directly owned 100,646 shares in the company, valued at approximately $21,651,973.98. This trade represents a 3.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Over the last quarter, insiders have sold 28,807 shares of company stock worth $6,198,726. Corporate insiders own 1.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on ALL. BMO Capital Markets lifted their price target on shares of Allstate from $235.00 to $244.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Mizuho initiated coverage on shares of Allstate in a research report on Monday. They set an “outperform” rating and a $254.00 price target on the stock. Wall Street Zen downgraded shares of Allstate from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 8th. William Blair cut Allstate from an “outperform” rating to a “market perform” rating in a research report on Thursday. Finally, Evercore ISI set a $233.00 target price on Allstate and gave the stock an “in-line” rating in a report on Wednesday, October 1st. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $236.93.

Trending Headlines about Allstate

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Zacks added ALL to its Zacks Rank #1 (Strong Buy) growth stocks list — a near-term institutional/retail buy signal that can support demand for the shares. Best Growth Stocks to Buy for Dec. 19
• Positive Sentiment: A Seeking Alpha piece highlights Allstate as a “profitability powerhouse” trading at a discount to peers, reinforcing a value case (reasonable P/E, strong ROE) that can attract value-oriented investors. Allstate: A Profitability Powerhouse…
• Positive Sentiment: Several bullish takeaways and long-term growth write-ups argue ALL is a top growth stock for long-term investors, which may support medium/long-horizon flows. Why Allstate is a top growth stock…
• Neutral Sentiment: Allstate’s November monthly release reports estimated catastrophe losses of $46M ($36M after-tax) and total Oct–Nov cat losses of $129M ($101M after-tax); losses appear manageable but are a reminder of weather risk volatility. November 2025 Monthly Release
• Neutral Sentiment: A Yahoo Finance piece asks whether investors should reassess valuation after a multi-year rally — this suggests debate on upside potential vs. current multiples, likely keeping trading range-bound. Should Investors Reassess Allstate’s Valuation…
• Neutral Sentiment: Benzinga reviews market sentiment around Allstate, including short interest and narratives — useful for traders but not an immediate directional catalyst by itself. What’s Driving the Market Sentiment Around Allstate…
• Neutral Sentiment: Consumer-focused coverage on Allstate car insurance pricing is informational for customers and analysts but unlikely to move the stock materially. How much does Allstate car insurance cost?
• Neutral Sentiment: The Allstate Foundation of Canada profile is positive PR but has limited near-term market impact. The Allstate Foundation of Canada…
• Negative Sentiment: William Blair downgraded Allstate — a sell-side downgrade can pressure the stock and reduce near-term buying interest from some institutional investors. William Blair downgrades Allstate
• Negative Sentiment: Unusually large volume of put option purchases has been reported, indicating traders are hedging or speculating on downside — this elevates short-term downside risk. Investors Purchase Large Volume of Put Options on Allstate
• Negative Sentiment: VMware has sued Allstate alleging obstruction of a software licensing audit — new litigation can be a headline risk and increase legal expense uncertainty. VMware sues Allstate…
• Negative Sentiment: Recent trading showed a near 2% intraday decline on Dec. 18, reflecting that some of the above negatives are already influencing price action. Allstate Stock Dips While Market Gains

Allstate Stock Performance

Allstate stock opened at $205.29 on Friday. The Allstate Corporation has a twelve month low of $176.00 and a twelve month high of $215.89. The company has a quick ratio of 0.43, a current ratio of 0.43 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $53.72 billion, a P/E ratio of 6.65, a PEG ratio of 0.38 and a beta of 0.25. The stock’s 50 day moving average is $203.52 and its 200 day moving average is $202.45.

Allstate (NYSE:ALL) last announced its quarterly earnings data on Wednesday, November 5th. The insurance provider reported $11.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.48 by $5.69. Allstate had a return on equity of 35.42% and a net margin of 12.53%.The business had revenue of $17.26 billion during the quarter, compared to analysts’ expectations of $16.59 billion. During the same quarter in the previous year, the business earned $3.91 earnings per share. The firm’s quarterly revenue was up 3.8% compared to the same quarter last year. On average, equities research analysts predict that The Allstate Corporation will post 18.74 earnings per share for the current fiscal year.

Allstate Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 2nd. Investors of record on Monday, December 1st will be paid a $1.00 dividend. The ex-dividend date is Monday, December 1st. This represents a $4.00 dividend on an annualized basis and a yield of 1.9%. Allstate’s payout ratio is presently 12.95%.

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.