The Allstate Corporation (NYSE:ALL) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of The Allstate Corporation (NYSE:ALL) have been given a consensus rating of “Moderate Buy” by the nineteen ratings firms that are covering the firm, Marketbeat reports. One research analyst has rated the stock with a sell rating, seven have given a hold rating, eight have issued a buy rating and three have given a strong buy rating to the company. The average 1 year price target among brokers that have issued a report on the stock in the last year is $236.9286.

A number of research analysts have recently commented on ALL shares. Roth Capital increased their price objective on Allstate from $230.00 to $240.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Weiss Ratings reiterated a “buy (b)” rating on shares of Allstate in a research note on Wednesday, October 8th. Evercore ISI set a $233.00 price objective on Allstate and gave the stock an “in-line” rating in a report on Wednesday, October 1st. BMO Capital Markets upped their target price on Allstate from $235.00 to $244.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Finally, JPMorgan Chase & Co. boosted their price objective on Allstate from $254.00 to $260.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th.

Insider Buying and Selling at Allstate

In other news, insider Suren Gupta sold 21,871 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $215.21, for a total transaction of $4,706,857.91. Following the completion of the sale, the insider owned 100,646 shares in the company, valued at $21,660,025.66. This represents a 17.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last quarter, insiders sold 28,807 shares of company stock valued at $6,198,726. Company insiders own 1.70% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. AIA Group Ltd lifted its holdings in shares of Allstate by 479.8% in the 3rd quarter. AIA Group Ltd now owns 13,190 shares of the insurance provider’s stock valued at $2,831,000 after buying an additional 10,915 shares during the period. Strategic Investment Advisors MI increased its holdings in shares of Allstate by 101.1% in the 3rd quarter. Strategic Investment Advisors MI now owns 2,741 shares of the insurance provider’s stock valued at $588,000 after purchasing an additional 1,378 shares in the last quarter. Keel Point LLC boosted its holdings in Allstate by 2.7% during the third quarter. Keel Point LLC now owns 2,900 shares of the insurance provider’s stock worth $622,000 after buying an additional 75 shares in the last quarter. Farmers National Bank grew its position in Allstate by 1.2% during the third quarter. Farmers National Bank now owns 26,019 shares of the insurance provider’s stock worth $5,585,000 after buying an additional 310 shares during the period. Finally, FNY Investment Advisers LLC increased its holdings in Allstate by 5.0% in the third quarter. FNY Investment Advisers LLC now owns 1,400 shares of the insurance provider’s stock valued at $300,000 after buying an additional 67 shares in the last quarter. 76.47% of the stock is owned by hedge funds and other institutional investors.

Allstate Trading Down 0.3%

NYSE:ALL opened at $208.96 on Thursday. The company has a current ratio of 0.43, a quick ratio of 0.43 and a debt-to-equity ratio of 0.32. The firm has a market cap of $54.68 billion, a PE ratio of 6.76, a price-to-earnings-growth ratio of 0.39 and a beta of 0.25. The stock has a fifty day moving average price of $203.73 and a 200 day moving average price of $202.43. Allstate has a 12-month low of $176.00 and a 12-month high of $215.89.

Allstate (NYSE:ALL) last released its earnings results on Wednesday, November 5th. The insurance provider reported $11.17 earnings per share for the quarter, topping analysts’ consensus estimates of $5.48 by $5.69. Allstate had a net margin of 12.53% and a return on equity of 35.42%. The firm had revenue of $17.26 billion for the quarter, compared to analyst estimates of $16.59 billion. During the same period in the prior year, the firm earned $3.91 earnings per share. The business’s quarterly revenue was up 3.8% compared to the same quarter last year. Sell-side analysts anticipate that Allstate will post 18.74 earnings per share for the current fiscal year.

Allstate Dividend Announcement

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

Key Stores Impacting Allstate

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Bullish analyst/investor note highlights attractive valuation, recent dividend increase and a $1.5B buyback that support upside and income for shareholders — this can underpin the stock despite recent weakness. Allstate: Recent Underperformance Has Created A Buying Opportunity
• Positive Sentiment: Zacks raised its Q4 2026 EPS forecast (to $7.21), a signal that some near-term quarterly outlooks are improving and could provide a modest positive offset to other cuts.
• Neutral Sentiment: Allstate-sponsored/promotional items (Allstate Sugar Bowl anthem and winter driving safety report) are PR positives for brand awareness but unlikely to move fundamentals materially. Irma Thomas to sing national anthem at 2026 Allstate Sugar Bowl Allstate Sugar Bowl announces Irma Thomas will perform national anthem
• Neutral Sentiment: Allstate’s consumer-facing winter driver report offers helpful safety guidance and modest reputational benefit, but it is not a driver of near-term earnings. Allstate’s winter driver report: Tips to stay safe during holiday travel
• Neutral Sentiment: Local community coverage (CTA holiday train story) is unrelated to company fundamentals and should have no material impact on the stock.
• Negative Sentiment: Multiple small downward revisions from Zacks to near-term and medium-term EPS estimates (Q1–Q3 2026, Q2/Q4 2026 movements, FY2026/FY2027 and FY2025 trims). While each cut is modest, the breadth of revisions increases short-term uncertainty around earnings momentum and likely pressured sentiment. (No direct link provided for Zacks notes.)
• Negative Sentiment: Local/regulatory and PR risk from planned homeowners insurance rate hikes in Illinois — media coverage and editorials highlight consumer and political backlash that could complicate rate approvals and reputation in a key market. These headlines can weigh on sentiment until the regulatory path and public response are clearer. Allstate plans to hike Illinois homeowners insurance rates Editorial: Another steep homeowners insurance rate hike from Allstate. How should Springfield react?

About Allstate

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.