Zacks Research Estimates Allstate's Q4 Earnings (NYSE:ALL)

Key Points

• Zacks Research has raised its Q4 2025 earnings per share estimate for Allstate from $6.69 to $7.07, with a full-year earnings forecast of $18.74 per share.
• Allstate reported Q2 earnings of $5.94 per share, significantly surpassing analysts’ expectations, although its revenue of $15.05 billion fell short of the estimated $16.59 billion.
• The company declared a quarterly dividend of $1.00, representing a 1.9% yield, with a current dividend payout ratio of 18.81%.

The Allstate Corporation (NYSE:ALL - Free Report) - Equities research analysts at Zacks Research lifted their Q4 2025 earnings estimates for shares of Allstate in a research report issued to clients and investors on Wednesday, August 13th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings per share of $7.07 for the quarter, up from their prior forecast of $6.69. The consensus estimate for Allstate's current full-year earnings is $18.74 per share. Zacks Research also issued estimates for Allstate's FY2026 earnings at $21.83 EPS, Q1 2027 earnings at $6.72 EPS and FY2027 earnings at $23.23 EPS.

A number of other research analysts have also weighed in on the stock. Wall Street Zen raised shares of Allstate from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. Morgan Stanley raised their target price on shares of Allstate from $235.00 to $245.00 and gave the company an "overweight" rating in a report on Friday, August 1st. William Blair began coverage on shares of Allstate in a report on Friday, June 6th. They issued a "sector outperform" rating for the company. Jefferies Financial Group raised their target price on shares of Allstate from $254.00 to $255.00 and gave the company a "buy" rating in a report on Monday, August 11th. Finally, Cantor Fitzgerald raised shares of Allstate to a "hold" rating in a report on Wednesday, August 13th. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating, fourteen have given a buy rating and one has issued a strong buy rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $229.33.

Allstate Price Performance

ALL traded up $2.17 during trading on Friday, reaching $209.26. 38,908 shares of the company traded hands, compared to its average volume of 1,726,465. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.43 and a current ratio of 0.43. Allstate has a 12-month low of $176.00 and a 12-month high of $213.18. The firm has a fifty day simple moving average of $198.28 and a 200 day simple moving average of $198.62. The company has a market cap of $55.14 billion, a P/E ratio of 9.83, a PEG ratio of 0.84 and a beta of 0.35.

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

Allstate Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 1st. Stockholders of record on Friday, August 29th will be paid a dividend of $1.00 per share. The ex-dividend date is Friday, August 29th. This represents a $4.00 annualized dividend and a dividend yield of 1.9%. Allstate's dividend payout ratio (DPR) is currently 18.81%.

Hedge Funds Weigh In On Allstate

Institutional investors have recently made changes to their positions in the company. Sequoia Financial Advisors LLC increased its stake in shares of Allstate by 30.3% during the first quarter. Sequoia Financial Advisors LLC now owns 11,361 shares of the insurance provider's stock valued at $2,352,000 after buying an additional 2,643 shares during the period. Richard Bernstein Advisors LLC purchased a new position in Allstate in the first quarter valued at about $3,341,000. Atlas Capital Advisors Inc. grew its stake in Allstate by 197.3% in the first quarter. Atlas Capital Advisors Inc. now owns 6,712 shares of the insurance provider's stock valued at $1,390,000 after purchasing an additional 4,454 shares during the last quarter. Dock Street Asset Management Inc. purchased a new position in Allstate in the first quarter valued at about $207,000. Finally, First Citizens Bank & Trust Co. grew its stake in Allstate by 5.5% in the first quarter. First Citizens Bank & Trust Co. now owns 57,499 shares of the insurance provider's stock valued at $11,906,000 after purchasing an additional 2,981 shares during the last quarter. Hedge funds and other institutional investors 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.