Roth Capital Weighs in on Allstate's Q3 Earnings (NYSE:ALL)

The Allstate Co. (NYSE:ALL - Free Report) - Equities researchers at Roth Capital raised their Q3 2025 earnings per share (EPS) estimates for Allstate in a research note issued to investors on Tuesday, April 22nd. Roth Capital analyst H. Fong now forecasts that the insurance provider will earn $4.79 per share for the quarter, up from their previous forecast of $4.51. 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 $6.80 EPS.

A number of other brokerages have also issued reports on ALL. Barclays decreased their price target on Allstate from $183.00 to $172.00 and set an "underweight" rating on the stock in a research note on Friday, April 11th. Wells Fargo & Company increased their target price on shares of Allstate from $186.00 to $187.00 and gave the stock an "equal weight" rating in a research report on Tuesday, January 14th. JPMorgan Chase & Co. lifted their target price on shares of Allstate from $217.00 to $222.00 and gave the company an "overweight" rating in a report on Tuesday, April 8th. Keefe, Bruyette & Woods decreased their target price on Allstate from $240.00 to $228.00 and set an "outperform" rating for the company in a research report on Wednesday, April 9th. Finally, Evercore ISI raised shares of Allstate from an "in-line" rating to an "outperform" rating in a research report on Wednesday, January 8th. One research analyst has rated the stock with a sell rating, two have given a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the company. According to MarketBeat, Allstate has a consensus rating of "Moderate Buy" and an average target price of $219.27.

Allstate Price Performance

Shares of ALL stock traded up $2.00 during trading hours on Wednesday, hitting $194.91. The company's stock had a trading volume of 464,475 shares, compared to its average volume of 1,611,186. Allstate has a twelve month low of $156.66 and a twelve month high of $212.91. The stock has a market cap of $51.68 billion, a price-to-earnings ratio of 11.47, a P/E/G ratio of 1.01 and a beta of 0.36. The business has a fifty day moving average of $197.62 and a 200-day moving average of $194.69. The company has a current ratio of 0.36, a quick ratio of 0.40 and a debt-to-equity ratio of 0.42.

Allstate (NYSE:ALL - Get Free Report) last announced its earnings results on Wednesday, February 5th. The insurance provider reported $7.67 EPS for the quarter, beating analysts' consensus estimates of $5.40 by $2.27. Allstate had a net margin of 7.28% and a return on equity of 28.20%.

Hedge Funds Weigh In On Allstate

Hedge funds have recently modified their holdings of the stock. VSM Wealth Advisory LLC bought a new position in Allstate during the fourth quarter worth $25,000. Twin Tree Management LP bought a new position in Allstate during the fourth quarter worth about $27,000. Vision Financial Markets LLC bought a new stake in Allstate in the 4th quarter valued at about $29,000. Hopwood Financial Services Inc. bought a new stake in shares of Allstate in the fourth quarter valued at approximately $29,000. Finally, Kapitalo Investimentos Ltda acquired a new position in Allstate in the 4th quarter valued at $29,000. Institutional investors own 76.47% of the company's stock.

Insider Transactions at Allstate

In other news, CFO Jesse E. Merten sold 40,102 shares of the business'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 $3,378,990.95. The trade was a 68.88 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.80% of the stock is currently owned by corporate insiders.

Allstate Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 1st. Shareholders of record on Monday, March 10th were issued a dividend of $1.00 per share. The ex-dividend date of this dividend was Monday, March 10th. This represents a $4.00 dividend on an annualized basis and a yield of 2.05%. This is a positive change from Allstate's previous quarterly dividend of $0.92. Allstate's dividend payout ratio is currently 23.54%.

Allstate declared that its board has approved a share buyback plan on Wednesday, February 26th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the insurance provider to buy up to 3% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company's leadership believes its shares are undervalued.

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.