Research Analysts Set Expectations for Allstate Q2 Earnings

The Allstate Co. (NYSE:ALL) – Stock analysts at William Blair upped their Q2 2025 earnings per share (EPS) estimates for shares of Allstate in a report released on Thursday, May 1st. William Blair analyst A. Klauber now anticipates that the insurance provider will post earnings of $4.47 per share for the quarter, up from their previous estimate of $4.41. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. William Blair also issued estimates for Allstate’s Q4 2025 earnings at $6.96 EPS.

Allstate (NYSE:ALL) last released its quarterly earnings data on Wednesday, April 30th. The insurance provider reported $3.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.98 by ($0.45). Allstate had a net margin of 7.28% and a return on equity of 28.20%. The company had revenue of $14.30 billion during the quarter, compared to analysts’ expectations of $16.41 billion. During the same period last year, the firm earned $5.13 earnings per share. Allstate’s quarterly revenue was up 7.8% on a year-over-year basis.

Several other brokerages have also commented on ALL. Wells Fargo & Company cut their price target on Allstate from $200.00 to $197.00 and set an “equal weight” rating on the stock in a research note on Tuesday. Keefe, Bruyette & Woods cut their target price on shares of Allstate from $240.00 to $228.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 9th. Barclays lowered their price target on shares of Allstate from $183.00 to $172.00 and set an “underweight” rating for the company in a research report on Friday, April 11th. Argus raised shares of Allstate from a “hold” rating to a “buy” rating in a report on Monday, March 3rd. Finally, Morgan Stanley upped their target price on Allstate from $225.00 to $235.00 and gave the stock an “overweight” rating in a report on Tuesday. One analyst has rated the stock with a sell rating, one has given a hold rating, fourteen have issued a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $224.73.

Allstate Stock Up 1.1 %

Shares of NYSE:ALL opened at $202.42 on Monday. Allstate has a 52-week low of $156.66 and a 52-week high of $212.91. The stock has a market cap of $53.67 billion, a P/E ratio of 11.91, a price-to-earnings-growth ratio of 1.01 and a beta of 0.32. The business’s 50 day moving average is $198.88 and its 200 day moving average is $194.95. The company has a quick ratio of 0.40, a current ratio of 0.36 and a debt-to-equity ratio of 0.42.

Allstate Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 1st. Investors of record on Monday, March 10th were given a $1.00 dividend. This is a positive change from Allstate’s previous quarterly dividend of $0.92. This represents a $4.00 annualized dividend and a dividend yield of 1.98%. The ex-dividend date was Monday, March 10th. Allstate’s dividend payout ratio (DPR) is presently 27.32%.

Allstate announced that its board has approved a stock repurchase plan on Wednesday, February 26th that allows the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization allows the insurance provider to repurchase up to 3% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In other Allstate news, CFO Jesse E. Merten sold 40,102 shares of the firm’s stock in a transaction on Monday, February 10th. The shares were sold at an average price of $186.53, for a total value of $7,480,226.06. Following the completion of the transaction, the chief financial officer now owns 18,115 shares of the company’s stock, valued at approximately $3,378,990.95. This trade represents a 68.88 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 1.80% of the stock is owned by company insiders.

Hedge Funds Weigh In On Allstate

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. VSM Wealth Advisory LLC purchased a new position in shares of Allstate in the fourth quarter worth about $25,000. Twin Tree Management LP purchased a new position in Allstate during the 4th quarter worth approximately $27,000. Hughes Financial Services LLC acquired a new stake in Allstate during the 1st quarter valued at approximately $28,000. Vision Financial Markets LLC purchased a new stake in shares of Allstate in the 4th quarter valued at $29,000. Finally, Hopwood Financial Services Inc. acquired a new stake in shares of Allstate in the fourth quarter worth $29,000. Hedge funds and other institutional investors own 76.47% of the company’s stock.

Allstate Company Profile

The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. It operates in five segments: Allstate Protection; Protection Services; Allstate Health and Benefits; Run-off Property-Liability; and Corporate and Other segments.