What is William Blair's Estimate for Allstate Q2 Earnings?

The Allstate Co. (NYSE:ALL - Free Report) - William Blair upped their Q2 2025 earnings per share (EPS) estimates for shares of Allstate in a research note issued on Thursday, May 1st. William Blair analyst A. Klauber now expects that the insurance provider will post earnings per share of $4.47 for the quarter, up from their previous forecast of $4.41. The consensus estimate for Allstate's current full-year earnings is $18.74 per share. William Blair also issued estimates for Allstate's Q4 2025 earnings at $6.96 EPS.

Allstate (NYSE:ALL - Get Free Report) last released its quarterly earnings data on Wednesday, April 30th. The insurance provider reported $3.53 EPS for the quarter, missing the consensus estimate of $3.98 by ($0.45). Allstate had a net margin of 7.28% and a return on equity of 28.20%. The company had revenue of $14.30 billion during the quarter, compared to analyst estimates of $16.41 billion. During the same period in the previous year, the company posted $5.13 EPS. The company's quarterly revenue was up 7.8% compared to the same quarter last year.

A number of other brokerages also recently weighed in on ALL. StockNews.com raised Allstate from a "hold" rating to a "buy" rating in a research report on Thursday, May 1st. Raymond James restated 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. Keefe, Bruyette & Woods reduced their price objective on shares of Allstate from $240.00 to $228.00 and set an "outperform" rating for the company in a research report on Wednesday, April 9th. Morgan Stanley increased their price objective on shares of Allstate from $225.00 to $235.00 and gave the company an "overweight" rating in a research report on Tuesday. Finally, Wells Fargo & Company decreased their price target on shares of Allstate from $200.00 to $197.00 and set an "equal weight" rating on the stock in a research note on Tuesday. One equities research analyst has rated the stock with a sell rating, one has given a hold rating, fourteen have assigned a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, Allstate presently has an average rating of "Moderate Buy" and a consensus price target of $224.73.

Allstate Stock Performance

Shares of ALL traded up $2.17 during midday trading on Monday, reaching $202.42. The stock had a trading volume of 1,119,869 shares, compared to its average volume of 1,617,543. The company has a current ratio of 0.36, a quick ratio of 0.40 and a debt-to-equity ratio of 0.42. The firm has a 50 day simple moving average of $198.73 and a 200-day simple moving average of $194.90. The firm has a market cap of $53.67 billion, a PE ratio of 11.91, a P/E/G ratio of 1.01 and a beta of 0.32. Allstate has a one year low of $156.66 and a one year high of $212.91.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its holdings in Allstate by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 32,635,424 shares of the insurance provider's stock valued at $6,291,783,000 after acquiring an additional 389,426 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in Allstate by 2.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,334,926 shares of the insurance provider's stock valued at $1,799,681,000 after acquiring an additional 218,771 shares during the last quarter. Bank of America Corp DE grew its holdings in Allstate by 157.9% during the 4th quarter. Bank of America Corp DE now owns 6,591,138 shares of the insurance provider's stock worth $1,270,705,000 after acquiring an additional 4,035,629 shares during the period. Geode Capital Management LLC raised its position in shares of Allstate by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 6,419,728 shares of the insurance provider's stock worth $1,236,060,000 after acquiring an additional 191,147 shares in the last quarter. Finally, GQG Partners LLC raised its position in shares of Allstate by 64.1% in the 4th quarter. GQG Partners LLC now owns 4,316,516 shares of the insurance provider's stock worth $832,181,000 after acquiring an additional 1,685,694 shares in the last quarter. 76.47% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Allstate

In other Allstate news, CFO Jesse E. Merten sold 40,102 shares of the business'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 transaction of $7,480,226.06. Following the sale, the chief financial officer now directly 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 1.80% of the company's stock.

Allstate Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 1st. Stockholders of record on Monday, March 10th were issued a dividend of $1.00 per share. The ex-dividend date was Monday, March 10th. This represents a $4.00 dividend on an annualized basis and a dividend yield of 1.98%. This is a boost from Allstate's previous quarterly dividend of $0.92. Allstate's payout ratio is 27.32%.

Allstate announced that its board has approved a stock repurchase program on Wednesday, February 26th that allows the company to buyback $1.50 billion in shares. This buyback authorization allows the insurance provider to reacquire up to 3% of its shares through open market purchases. Shares buyback programs are typically a sign that the company's board of directors believes its stock is undervalued.

Allstate Company Profile

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.