The Allstate Corporation (ALL) Stock Price & Analysis
The Allstate Corporation (ALL) closed at USD 255.92 on Thursday, October 29, 2026, up 2.29% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 250.2; the Oct 29, 2026 session ranged USD 252–256.83 on volume of 1,216,153 shares. Market capitalization is $64.71B, with a 52-week range of USD 188.15–277.22 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 21:34 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ALL.md
Key facts (ALL)
- Last four reported quarters (through Jun 30, 2026): revenue $70.1B, net income $13.3B (18.9% margin), free cash flow $12.2B (SEC filings).
- Valuation: P/E 4.9x (avg 8.3x at the last 2 fiscal year-ends).
- 3 of 80 tracked superinvestors hold ALL (13F, Q2 2026): 0 new, 1 added, 0 reduced, 2 unchanged.
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $28.6M; 5 not under a Rule 10b5-1 plan ($28.6M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.72 on a 1–5 scale) (25 analysts), mean target USD 269.27 (range 191–340).
- Total return with dividends: 1Y +36.0% vs S&P 500 +14.4%; 5Y +132.9% vs S&P 500 +79.1%.
- Next earnings: 2026-11-04, EPS estimate USD 6.96, revenue estimate $17.5B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ALL)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $50.6B | $51.4B | $57.1B | $64.1B | $67.7B | $70.1B |
| Net income | $1.61B | -$1.29B | -$188M | $4.67B | $10.3B | $13.3B |
| EPS (diluted) | $5.01 | -$5.14 | -$1.20 | $16.99 | $38.06 | — |
| Free cash flow | $4.77B | $4.70B | $3.96B | $8.72B | $9.88B | $12.2B |
| Net margin | 3.2% | -2.5% | -0.3% | 7.3% | 15.2% | 18.9% |
| Revenue growth | +20.7% | +1.6% | +11.1% | +12.3% | +5.6% | — |
| Cash + short-term investments | $4.77B | $4.91B | $5.87B | $5.24B | $5.57B | — |
| Total debt | $7.98B | $7.96B | $7.94B | $8.09B | $7.49B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ALL)
P/E 4.9x · P/S 0.9x · P/FCF 5.3x · P/B 1.9x · FCF yield 18.93% · Earnings yield 20.52% · Dividend yield (paid, TTM) 1.65% · Buyback yield (TTM) 3.80%
P/E at fiscal year-ends: Dec 2025 5.4x, Dec 2024 11.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (ALL)
3 of 80 tracked investors hold ALL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Thomas Gayner | Markel Group | 0.28% | $36.8M | Unchanged |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $617K | Unchanged |
| Sarah Ketterer | Causeway Capital Management | <0.01% | $263K | Added +10.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (ALL)
0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-11 | Rizzo Mario | 56,225 | $14.9M | 40.1% | No | Too little history (no open-market trades in 2023 or 2025) | |
| 2026-08-07 | Dugenske John E | 32,996 | $8.9M | 71.1% | No | Too little history (no open-market trades in 2023 or 2025) | |
| 2026-06-01 | Redmond Andrea | Director | 2,225 | $451K | 100% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-22 | Prindiville Mark Q | 1,550 | $335K | 5.3% | No | Too little history (no open-market trades in 2024) | |
| 2026-05-01 | Rizzo Mario | 18,578 | $4.1M | 18.1% | No | Too little history (no open-market trades in 2023 or 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ALL)
Consensus Hold (mean 2.72 on a 1–5 scale), 25 analysts; mean target USD 269.27 (low 191, high 340).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Wells Fargo | Upgrade | Underweight → Equal-Weight | $250 → $236 |
| 2026-10-12 | Keefe, Bruyette & Woods | Target lowered | Underperform | $250 → $232 |
| 2026-10-07 | Mizuho | Target lowered | Outperform | $300 → $295 |
| 2026-10-07 | Barclays | Target lowered | Underweight | $226 → $221 |
| 2026-10-06 | Morgan Stanley | Target lowered | Equal-Weight | $265 → $240 |
| 2026-10-02 | Citigroup | Target lowered | Sell | $240 → $215 |
| 2026-10-01 | Goldman Sachs | Target lowered | Neutral | $280 → $250 |
| 2026-09-18 | Mizuho | Target raised | Outperform | $297 → $300 |
| 2026-09-16 | Mizuho | Target lowered | Outperform | $300 → $297 |
| 2026-08-28 | Argus Research | Downgrade | Buy → Hold | |
| 2026-08-20 | Keefe, Bruyette & Woods | Downgrade | Market Perform → Underperform | $255 → $250 |
| 2026-08-13 | BMO Capital | Target raised | Buy | $250 → $284 |
Total return (dividends reinvested) (ALL)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +36.0% | +132.9% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +36.1% | +18.4% |
| Volatility (annualized) | 25.5% | 25.8% |
| Max drawdown | -19.0% (Aug 2026→Sep 2026) | -27.4% (Jan 2023→Jul 2023) |
ALL earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 5, 2026 | Quarter ended Jun 30, 2026 | $8.99 | $6.07 | Beat +48.1% | +4.8% |
| Apr 29, 2026 | Quarter ended Mar 31, 2026 | $10.65 | $7.24 | Beat +47.1% | +0.4% |
| Feb 4, 2026 | Quarter ended Dec 31, 2025 | $14.31 | $9.86 | Beat +45.1% | +6.7% |
| Nov 5, 2025 | Quarter ended Sep 30, 2025 | $11.17 | $7.54 | Beat +48.1% | +1.4% |
| Jul 30, 2025 | — | — | — | — | +4.8% |
| Apr 30, 2025 | — | — | — | — | -0.8% |
| Feb 5, 2025 | — | — | — | — | +0.5% |
| Oct 30, 2024 | — | — | — | — | +0.0% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
ALL recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 15, 2026 | 8-K | Regulation FD disclosure |
| Sep 17, 2026 | 8-K | Regulation FD disclosure |
| Aug 20, 2026 | 8-K | Regulation FD disclosure |
| Aug 5, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 5, 2026 | 8-K | Quarterly results |
| Jul 16, 2026 | 8-K | Regulation FD disclosure |
| Jul 14, 2026 | 8-K | Director or executive officer change, or pay arrangement; Regulation FD disclosure “The Allstate Corporation today announced that effective August 3, 2026, Christian M. Lown will join Allstate as Executive Vice President and Chief Financial Officer of The Allstate Corporation and Allstate Insurance Company. Prior to joining Allstate, Mr. Lown, age 56, served as the chief financial officer of CoStar Group, Inc. from July 2024 to July 2026 and executive vice president and chief financial officer of the Federal Home Loan Mortgage Corporation (Freddie Mac) from June 2020 to June 2024. Mr. Lown holds…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
ALL revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Protection Services | $961.0M | 5.2% | +10.7% |
| Corporate | $139.0M | 0.7% | +31.1% |
| Total revenue | $18.60B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
Companies that name ALL in their SEC reports
| Relationship to ALL | Company | Filing | Sentence |
|---|---|---|---|
| supplier | ZenaTech, Inc. (ZENA) | 20-F Apr 29, 2026 | “She has worked for Allstate Corporation, an insurance provider, for over 30 years, beginning with agency support and then through the ranks from training and customer satisfaction to underwriting.” |
ALL company outlook (results filed Aug 5, 2026)
- “The overall portfolio allocation to performance-based assets provides a diversifying source of attractive long-term returns; quarterly volatility in reported results is expected. ◦ Net gains on investments and derivatives were $1.1 billion in the second quarter of 2026, compared to losses of $144 million in the prior year quarter.”
- “Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com . 5 Exhibit 99.1 Forward-Looking Statements This news release contains "forward-looking statements" that anticipate results based on our estimates, assumptions and plans that are subject to uncertainty.”
Quoted word-for-word from the SEC 8-K results press release.
ALL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $6.96 | $5.99 | +16.3% | $17.46B | 21 |
| Next quarter (ends Dec 2026) | $9.40 | $8.67 | +8.5% | $17.62B | 19 |
| Current fiscal year (ends Dec 2026) | $35.96 | $31.30 | +14.9% | $70.19B | 23 |
| Next fiscal year (ends Dec 2027) | $28.11 | $26.51 | +6.1% | $72.68B | 22 |
ALL options: expected move
Options price a move of about ±6.7% (±$17.05) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±2.4% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 33.2% | ±6.7% |
| Dec 18, 2026 | 50 | 28.3% | ±8.5% |
| Jan 15, 2027 | 78 | 26.4% | ±9.9% |
| Mar 19, 2027 | 141 | 27.7% | ±13.8% |
| Apr 16, 2027 | 169 | 27.1% | ±14.8% |
| Jun 17, 2027 | 231 | 27.4% | ±17.3% |
| Sep 17, 2027 | 323 | 27.1% | ±20.2% |
30-day implied volatility 31.5% vs 29.9% realized over the last 30 trading days. Put/call ratio (volume) 0.51. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 21:34 UTC)
| Price | USD 255.92 |
|---|---|
| Change | ▲ 2.29% (up) |
| Previous Close | USD 250.2 |
| Open | USD 254.49 |
| Day Range | USD 252 – 256.83 |
| 52-Week Range | USD 188.15 – 277.22 |
| Volume | 1,216,153 shares |
| Market Cap | $64.71B |
| Exchange | NYQ |
Technical Analysis (ALL)
Nexqual's technical model rates ALL "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 21:34 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 58.1 (neutral) |
| vs SMA50 | Above (USD 245.29) |
| MACD | 4.16 (positive) |
Analyst Ratings (ALL)
Wall Street analysts rate ALL "Hold" based on 25 analysts, with a mean price target of USD 269.27 (range USD 191–340), per Nexqual as of October 29, 2026 at 21:34 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 25 |
| Mean Target | USD 269.27 |
| High Target | USD 340 |
| Low Target | USD 191 |
| Buy / Hold / Sell | 11 / 10 / 4 |
Earnings (ALL)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 6.96 |
| Revenue Estimate | $17.46B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 8.99 vs est 6.07 ▲ beat |
| 2026-03-31 | USD 10.65 vs est 7.24 ▲ beat |
| 2025-12-31 | USD 14.31 vs est 9.86 ▲ beat |
| 2025-09-30 | USD 11.17 vs est 7.54 ▲ beat |
Source: Nexqual, October 29, 2026 at 21:34 UTC.
Financials & Fundamentals (ALL)
| Total Revenue | $70.14B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +11.80% |
| Gross Margin | +36.80% |
| Operating Margin | +22.83% |
| Profit Margin | +18.97% |
| ROE | +46.11% |
| Debt / Equity | 0.22 |
| Current Ratio | 0.36 |
| Total Cash | $5.71B |
| Total Debt | $7.50B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $12.25B (17.5% of revenue) |
Source: Nexqual, October 29, 2026 at 21:34 UTC.
Financial Health Score (ALL)
Nexqual rates The Allstate Corporation's overall financial health "Solid" across five dimensions, as of October 29, 2026 at 21:34 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 37%, operating 23% (last 12 months) |
| Balance Sheet | Solid — $5.40B cash and investments vs $7.49B debt (Mar 2026, SEC) |
| Cash Flow | Strong — FCF $12.2B (last 4 quarters to Jun 2026, SEC), 17% margin |
| Efficiency | Strong — ROE 39%, ROA 10.6% (last 4 quarters, SEC) |
Ownership (ALL)
| Insider Ownership | +0.50% |
|---|---|
| Institutional Ownership | +86.53% |
| Shares Outstanding | 252.86M |
| Float | 251.32M |
| Short % of Float | +2.40% |
Source: Nexqual, October 29, 2026 at 21:34 UTC.
Leadership (ALL)
The Allstate Corporation is led by Thomas Joseph Wilson, Chairman of the Board, President & CEO, per Nexqual as of October 29, 2026 at 21:34 UTC.
| Chairman of the Board, President & CEO | Thomas Joseph Wilson |
|---|---|
| Executive VP & COO | Mario Rizzo |
| President of Investments & Corporate Strategy | John Edward Dugenske C.F.A. |
| Executive VP & President of Property-Liability | Jesse Edward Merten B.B.A. |
| Executive VP & CFO | Christian M. Lown |
Major Backers & Investors (ALL)
Notable institutional backers of The Allstate Corporation include Franklin Resources, Inc., Price (T.Rowe) Associates Inc, Bank of America Corporation, according to Nexqual as of October 29, 2026 at 21:34 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Franklin Resources, Inc. | 3.44% |
| Price (T.Rowe) Associates Inc | 3.14% |
| Bank of America Corporation | 2.34% |
| GQG Partners LLC | 2.07% |
| Fidelity | 1.32% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 12.03% |
| BlackRock | 9.04% |
| State Street | 4.95% |
| Geode Capital | 3.23% |
| Deutsche Bank AG | 1.68% |
Source: Nexqual, October 29, 2026 at 21:34 UTC.
From The Allstate Corporation's Latest SEC 10-K Filing (filed 2026-02-20)
Legal & Regulatory Risks (Item 1A, quoted)
- Regulatory restrictions or potential delays in the regulatory approval process for new products and features or the use of advanced technologies, non-traditional data sources, or large language models may impact our ability to innovate and enhance the competitiveness of our product offerings in the marketplace.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| TRV | The Travelers Companies, Inc. | USD 398.27 | ▲ 1.08% |
| PGR | Progressive Corporation (The) | USD 230.18 | ▲ 2% |
| CB | Chubb Limited | USD 362.28 | ▲ 1.91% |
| CINF | Cincinnati Financial Corporatio | USD 181.87 | ▲ 1.38% |
| WRB | W.R. Berkley Corporation | USD 73.1 | ▲ 2.05% |
| MKL | Markel Group Inc. | USD 1,867.19 | ▲ 1.22% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 21:34 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt