Roth Capital Analysts Cut Earnings Estimates for Allstate

Key Points

• Roth Capital revised its Q3 2025 EPS estimate for Allstate, lowering it from $4.68 to $4.44, while the consensus for the full year stands at $18.74.
• UBS Group and Keefe, Bruyette & Woods both increased their target prices for Allstate to between $235.00 and $237.00 and rated the stock as a "buy" or "outperform."
• Allstate announced a quarterly dividend of $1.00 per share, representing a yield of 2.0%, with a payout ratio of 27.32%.

The Allstate Corporation (NYSE:ALL - Free Report) - Roth Capital decreased their Q3 2025 EPS estimates for shares of Allstate in a report issued on Thursday, July 31st. Roth Capital analyst H. Fong now expects that the insurance provider will post earnings of $4.44 per share for the quarter, down from their prior estimate of $4.68. The consensus estimate for Allstate's current full-year earnings is $18.74 per share. Roth Capital also issued estimates for Allstate's Q4 2025 earnings at $6.38 EPS, Q1 2026 earnings at $7.05 EPS, Q2 2026 earnings at $3.42 EPS, Q3 2026 earnings at $5.12 EPS and FY2026 earnings at $23.00 EPS.

Allstate (NYSE:ALL - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The insurance provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $3.20 by $2.74. The business had revenue of $15.05 billion for the quarter, compared to analysts' expectations of $16.59 billion. Allstate had a return on equity of 28.74% and a net margin of 8.79%. The business's revenue was up 5.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.61 EPS.

ALL has been the topic of several other research reports. Keefe, Bruyette & Woods upped their price target on Allstate from $235.00 to $237.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 9th. Morgan Stanley increased their target price on Allstate from $235.00 to $245.00 and gave the stock an "overweight" rating in a research note on Friday. William Blair began coverage on Allstate in a research report on Friday, June 6th. They issued a "sector outperform" rating for the company. Raymond James Financial reiterated a "strong-buy" rating and issued a $250.00 price target (up previously from $240.00) on shares of Allstate in a research note on Monday, May 5th. Finally, UBS Group raised their price objective on shares of Allstate from $230.00 to $235.00 and gave the company a "buy" rating in a research note on Wednesday, July 9th. One research analyst has rated the stock with a sell rating, two have issued a hold rating, fourteen have given a buy rating and one has assigned a strong buy rating to the company's stock. Based on data from MarketBeat, Allstate presently has a consensus rating of "Moderate Buy" and a consensus target price of $228.40.

Allstate Stock Down 1.7%

ALL traded down $3.54 during midday trading on Friday, reaching $199.71. The company's stock had a trading volume of 2,041,482 shares, compared to its average volume of 1,619,968. The stock's 50-day moving average is $198.37 and its 200-day moving average is $197.20. Allstate has a 1 year low of $168.36 and a 1 year high of $213.18. The firm has a market capitalization of $52.63 billion, a price-to-earnings ratio of 9.39, a PEG ratio of 1.04 and a beta of 0.35. The company has a current ratio of 0.43, a quick ratio of 0.40 and a debt-to-equity ratio of 0.37.

Allstate Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 1st. Investors of record on Friday, August 29th will be issued a $1.00 dividend. The ex-dividend date of this dividend is Friday, August 29th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 2.0%. Allstate's dividend payout ratio (DPR) is presently 27.32%.

Institutional Trading of Allstate

Several large investors have recently added to or reduced their stakes in ALL. Brighton Jones LLC raised its stake in shares of Allstate by 60.2% in the fourth quarter. Brighton Jones LLC now owns 6,500 shares of the insurance provider's stock worth $1,253,000 after buying an additional 2,443 shares during the period. Revolve Wealth Partners LLC purchased a new stake in Allstate in the 4th quarter worth approximately $231,000. Stenger Family Office LLC bought a new stake in Allstate during the 4th quarter worth approximately $439,000. Schroder Investment Management Group lifted its holdings in Allstate by 45.9% during the fourth quarter. Schroder Investment Management Group now owns 63,410 shares of the insurance provider's stock valued at $12,225,000 after purchasing an additional 19,947 shares in the last quarter. Finally, Franklin Resources Inc. boosted its position in shares of Allstate by 80.6% in the fourth quarter. Franklin Resources Inc. now owns 246,770 shares of the insurance provider's stock worth $47,575,000 after purchasing an additional 110,138 shares during the period. 76.47% of the stock is currently owned by institutional investors.

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.