Research Analysts Set Expectations for Allstate Q2 Earnings

The Allstate Co. (NYSE:ALL) – Stock analysts at Zacks Research decreased their Q2 2025 earnings estimates for shares of Allstate in a research report issued to clients and investors on Monday, March 10th. Zacks Research analyst Z. Masood now forecasts that the insurance provider will earn $3.04 per share for the quarter, down from their previous estimate of $3.08. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. Zacks Research also issued estimates for Allstate’s Q3 2025 earnings at $4.21 EPS, Q4 2025 earnings at $6.40 EPS, FY2025 earnings at $17.65 EPS, Q1 2026 earnings at $5.16 EPS, Q2 2026 earnings at $3.94 EPS, Q4 2026 earnings at $7.28 EPS and FY2026 earnings at $20.98 EPS.

Other equities research analysts have also issued reports about the stock. Piper Sandler raised their price objective on shares of Allstate from $206.00 to $244.00 and gave the company an “overweight” rating in a report on Tuesday, November 26th. Argus raised shares of Allstate from a “hold” rating to a “buy” rating in a research report on Monday, March 3rd. Wells Fargo & Company increased their target price on shares of Allstate from $186.00 to $187.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 14th. Barclays dropped their target price on shares of Allstate from $187.00 to $183.00 and set an “underweight” rating on the stock in a research report on Monday, January 6th. Finally, The Goldman Sachs Group increased their target price on shares of Allstate from $209.00 to $230.00 and gave the company a “buy” rating in a research report on Friday, November 15th. One equities research analyst has rated the stock with a sell rating, one has assigned a hold rating, fifteen have assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, Allstate has an average rating of “Moderate Buy” and an average target price of $217.94.

Allstate Price Performance

Allstate stock opened at $198.45 on Thursday. The firm has a market cap of $52.60 billion, a PE ratio of 11.68, a price-to-earnings-growth ratio of 1.01 and a beta of 0.47. Allstate has a 52-week low of $156.66 and a 52-week high of $209.88. The company has a quick ratio of 0.40, a current ratio of 0.36 and a debt-to-equity ratio of 0.42. The company’s 50 day moving average is $191.19 and its two-hundred day moving average is $192.14.

Allstate (NYSE:ALL) last issued its quarterly earnings data on Wednesday, February 5th. The insurance provider reported $7.67 EPS for the quarter, topping the consensus estimate of $5.40 by $2.27. Allstate had a net margin of 7.28% and a return on equity of 28.20%.

Allstate declared that its board has approved a share buyback plan on Wednesday, February 26th that authorizes the company to buyback $1.50 billion in outstanding shares. This buyback authorization authorizes the insurance provider to buy up to 3% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Allstate Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 1st. Shareholders of record on Monday, March 10th will be paid a $1.00 dividend. The ex-dividend date of this dividend is Monday, March 10th. This represents a $4.00 annualized dividend and a dividend yield of 2.02%. This is a positive change from Allstate’s previous quarterly dividend of $0.92. Allstate’s dividend payout ratio (DPR) is presently 23.54%.

Insider Buying and Selling at Allstate

In other Allstate news, CFO Jesse E. Merten sold 40,102 shares of the firm’s stock in a transaction that occurred 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 sale, the chief financial officer now owns 18,115 shares in the company, valued at approximately $3,378,990.95. This trade represents a 68.88 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.80% of the stock is owned by company insiders.

Institutional Investors Weigh In On Allstate

Several large investors have recently made changes to their positions in the company. Mattson Financial Services LLC acquired a new stake in shares of Allstate in the fourth quarter valued at approximately $44,000. Park Square Financial Group LLC acquired a new position in shares of Allstate during the fourth quarter valued at approximately $170,000. Universal Beteiligungs und Servicegesellschaft mbH acquired a new position in shares of Allstate during the fourth quarter valued at approximately $34,350,000. Employees Retirement System of Texas increased its stake in shares of Allstate by 27.4% during the fourth quarter. Employees Retirement System of Texas now owns 60,392 shares of the insurance provider’s stock valued at $11,643,000 after acquiring an additional 13,003 shares during the period. Finally, Jefferies Financial Group Inc. increased its stake in shares of Allstate by 339.6% during the fourth quarter. Jefferies Financial Group Inc. now owns 7,609 shares of the insurance provider’s stock valued at $1,467,000 after acquiring an additional 5,878 shares during the period. Institutional investors and hedge funds own 76.47% of the company’s stock.

About Allstate

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.