Zacks Research Forecasts Allstate’s Q4 Earnings (NYSE:ALL)

The Allstate Corporation (NYSE:ALL) – Equities researchers at Zacks Research lowered their Q4 2025 EPS estimates for Allstate in a research note issued on Monday, December 22nd. Zacks Research analyst Team now forecasts that the insurance provider will post earnings of $6.94 per share for the quarter, down from their prior estimate of $7.00. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. Zacks Research also issued estimates for Allstate’s Q4 2026 earnings at $7.21 EPS and Q1 2027 earnings at $6.52 EPS.

Allstate (NYSE:ALL) last posted its quarterly earnings data on Wednesday, November 5th. The insurance provider reported $11.17 earnings per share for the quarter, beating analysts’ consensus estimates of $5.48 by $5.69. The business had revenue of $17.26 billion during the quarter, compared to the consensus estimate of $16.59 billion. Allstate had a return on equity of 35.42% and a net margin of 12.53%.Allstate’s quarterly revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the business posted $3.91 earnings per share.

A number of other equities analysts also recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of Allstate in a research report on Wednesday, October 8th. Mizuho assumed coverage on shares of Allstate in a research report on Monday, December 15th. They set an “outperform” rating and a $254.00 price objective for the company. BMO Capital Markets boosted their target price on shares of Allstate from $235.00 to $244.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Wells Fargo & Company upped their price target on shares of Allstate from $202.00 to $216.00 and gave the company an “equal weight” rating in a research report on Friday, November 7th. Finally, William Blair downgraded Allstate from an “outperform” rating to a “market perform” rating in a report on Thursday, December 18th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $236.93.

Allstate Trading Down 0.3%

NYSE ALL opened at $208.96 on Tuesday. The business’s 50-day moving average price is $203.73 and its two-hundred day moving average price is $202.43. Allstate has a 12 month low of $176.00 and a 12 month high of $215.89. The firm has a market capitalization 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 company has a current ratio of 0.43, a quick ratio of 0.43 and a debt-to-equity ratio of 0.32.

Hedge Funds Weigh In On Allstate

Institutional investors have recently modified their holdings of the company. Arlington Trust Co LLC raised its holdings in Allstate by 261.8% during the second quarter. Arlington Trust Co LLC now owns 123 shares of the insurance provider’s stock worth $25,000 after buying an additional 89 shares during the last quarter. Harbor Capital Advisors Inc. grew its holdings in Allstate by 79.7% during the third quarter. Harbor Capital Advisors Inc. now owns 124 shares of the insurance provider’s stock worth $27,000 after buying an additional 55 shares in the last quarter. Barnes Dennig Private Wealth Management LLC raised its position in Allstate by 112.3% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 138 shares of the insurance provider’s stock valued at $30,000 after buying an additional 73 shares during the last quarter. Clearstead Trust LLC lifted its stake in Allstate by 3,800.0% during the 2nd quarter. Clearstead Trust LLC now owns 156 shares of the insurance provider’s stock valued at $31,000 after acquiring an additional 152 shares in the last quarter. Finally, Palisade Asset Management LLC purchased a new position in Allstate during the 3rd quarter worth $31,000. 76.47% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Allstate

In other Allstate news, insider Suren Gupta sold 21,871 shares of the firm’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 value of $4,706,857.91. Following the completion of the sale, the insider owned 100,646 shares of the company’s stock, valued at approximately $21,660,025.66. This trade represents a 17.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders sold a total of 28,807 shares of company stock valued at $6,198,726 in the last 90 days. 1.70% of the stock is currently owned by corporate insiders.

Allstate Dividend Announcement

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 dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Monday, December 1st. Allstate’s dividend payout ratio is 12.95%.

Allstate News Summary

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?

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.