What is Zacks Research’s Forecast for Allstate Q1 Earnings?

The Allstate Corporation (NYSE:ALL) – Stock analysts at Zacks Research increased their Q1 2026 earnings per share (EPS) estimates for shares of Allstate in a research report issued on Wednesday, February 18th. Zacks Research analyst Team now expects that the insurance provider will earn $6.63 per share for the quarter, up from their prior forecast of $6.54. 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 Q2 2026 earnings at $3.91 EPS, Q3 2026 earnings at $4.87 EPS, FY2026 earnings at $22.99 EPS, Q1 2027 earnings at $6.56 EPS and Q2 2027 earnings at $5.11 EPS.

Allstate (NYSE:ALL) last announced its quarterly earnings results on Wednesday, February 4th. The insurance provider reported $14.31 EPS for the quarter, topping the consensus estimate of $8.72 by $5.59. The company had revenue of $17.35 billion during the quarter, compared to analyst estimates of $17.23 billion. Allstate had a return on equity of 39.20% and a net margin of 15.19%.The firm’s revenue was up 5.1% on a year-over-year basis. During the same period in the prior year, the firm posted $7.67 earnings per share.

ALL has been the topic of a number of other reports. UBS Group lifted their price target on shares of Allstate from $250.00 to $255.00 and gave the company a “buy” rating in a research report on Monday, November 10th. The Goldman Sachs Group reiterated a “buy” rating and issued a $238.00 target price on shares of Allstate in a research note on Saturday, February 7th. Roth Mkm boosted their price target on Allstate from $230.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. BMO Capital Markets upped their price target on Allstate from $235.00 to $244.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. Finally, Morgan Stanley reiterated an “equal weight” rating and set a $215.00 price objective (down previously from $245.00) on shares of Allstate in a research note on Tuesday, December 16th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $239.29.

Allstate Stock Down 0.1%

Shares of NYSE:ALL opened at $206.25 on Monday. The stock has a 50-day simple moving average of $203.88 and a 200-day simple moving average of $204.38. The stock has a market capitalization of $53.97 billion, a P/E ratio of 5.40, a PEG ratio of 0.43 and a beta of 0.24. Allstate has a 1 year low of $176.00 and a 1 year high of $216.75. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.43 and a current ratio of 0.37.

Institutional Trading of Allstate

Institutional investors and hedge funds have recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Allstate during the 4th quarter valued at approximately $531,294,000. GQG Partners LLC increased its stake in Allstate by 36.0% during the fourth quarter. GQG Partners LLC now owns 5,488,560 shares of the insurance provider’s stock valued at $1,142,449,000 after purchasing an additional 1,452,993 shares during the last quarter. Franklin Resources Inc. raised its holdings in shares of Allstate by 29.2% during the fourth quarter. Franklin Resources Inc. now owns 5,007,549 shares of the insurance provider’s stock worth $1,042,321,000 after purchasing an additional 1,131,172 shares during the period. Swedbank AB lifted its position in shares of Allstate by 2,157.8% in the 3rd quarter. Swedbank AB now owns 861,725 shares of the insurance provider’s stock worth $184,969,000 after buying an additional 823,559 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its holdings in shares of Allstate by 1,766.9% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 869,139 shares of the insurance provider’s stock valued at $180,911,000 after buying an additional 822,583 shares during the period. Institutional investors and hedge funds own 76.47% of the company’s stock.

Insider Activity at Allstate

In related news, insider Suren Gupta sold 19,593 shares of Allstate stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $210.00, for a total value of $4,114,530.00. Following the completion of the transaction, the insider directly owned 100,646 shares in the company, valued at approximately $21,135,660. This trade represents a 16.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders have sold a total of 24,129 shares of company stock worth $5,090,270 over the last quarter. Company insiders own 1.70% of the company’s stock.

Allstate Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 2nd will be paid a $1.08 dividend. This is a boost from Allstate’s previous quarterly dividend of $1.00. The ex-dividend date is Monday, March 2nd. This represents a $4.32 dividend on an annualized basis and a dividend yield of 2.1%. Allstate’s dividend payout ratio (DPR) is currently 10.47%.

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.