Brokers Issue Forecasts for The Allstate Co.’s Q1 2025 Earnings (NYSE:ALL)

The Allstate Co. (NYSE:ALL) – Stock analysts at Zacks Research boosted their Q1 2025 EPS estimates for shares of Allstate in a report released on Wednesday, September 25th. Zacks Research analyst Z. Masood now anticipates that the insurance provider will post earnings of $4.98 per share for the quarter, up from their previous estimate of $4.97. The consensus estimate for Allstate’s current full-year earnings is $15.20 per share. Zacks Research also issued estimates for Allstate’s Q2 2025 earnings at $2.72 EPS, Q3 2025 earnings at $3.66 EPS, Q4 2025 earnings at $4.56 EPS, FY2025 earnings at $15.92 EPS, Q1 2026 earnings at $4.72 EPS and FY2026 earnings at $18.25 EPS.

Allstate (NYSE:ALL) last announced its quarterly earnings results on Wednesday, July 31st. The insurance provider reported $1.61 EPS for the quarter, topping analysts’ consensus estimates of $0.33 by $1.28. Allstate had a net margin of 5.03% and a return on equity of 24.05%. The firm had revenue of $15.71 billion during the quarter, compared to analysts’ expectations of $14.04 billion. During the same quarter last year, the company earned ($4.42) earnings per share. The company’s revenue for the quarter was up 12.4% compared to the same quarter last year.

ALL has been the subject of a number of other reports. Barclays assumed coverage on Allstate in a report on Wednesday, September 4th. They set an “underweight” rating and a $175.00 price objective for the company. TD Cowen boosted their price target on shares of Allstate from $193.00 to $224.00 and gave the company a “buy” rating in a research report on Tuesday, September 3rd. Morgan Stanley decreased their price objective on shares of Allstate from $205.00 to $200.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 10th. BMO Capital Markets lifted their target price on shares of Allstate from $191.00 to $205.00 and gave the company an “outperform” rating in a research note on Monday, August 5th. Finally, Roth Mkm restated a “buy” rating and set a $200.00 price target on shares of Allstate in a research report on Wednesday, August 14th. One investment analyst has rated the stock with a sell rating, two have issued a hold rating, fourteen have issued a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $192.76.

Allstate Price Performance

Allstate stock opened at $188.36 on Friday. The business has a 50 day simple moving average of $181.32 and a 200 day simple moving average of $171.31. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.36 and a quick ratio of 0.36. The company has a market capitalization of $49.71 billion, a PE ratio of 41.58, a price-to-earnings-growth ratio of 1.81 and a beta of 0.48. Allstate has a one year low of $109.01 and a one year high of $193.97.

Allstate Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 1st. Investors of record on Friday, August 30th will be given a $0.92 dividend. The ex-dividend date is Friday, August 30th. This represents a $3.68 dividend on an annualized basis and a yield of 1.95%. Allstate’s payout ratio is 81.24%.

Insiders Place Their Bets

In other news, EVP Robert Toohey sold 16,682 shares of the firm’s stock in a transaction dated Monday, August 19th. The shares were sold at an average price of $180.17, for a total value of $3,005,595.94. Following the transaction, the executive vice president now owns 4,873 shares of the company’s stock, valued at approximately $877,968.41. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In related news, CEO Thomas J. Wilson sold 90,000 shares of Allstate stock in a transaction on Wednesday, August 21st. The stock was sold at an average price of $179.34, for a total transaction of $16,140,600.00. Following the completion of the sale, the chief executive officer now directly owns 88,552 shares of the company’s stock, valued at $15,880,915.68. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Robert Toohey sold 16,682 shares of the stock in a transaction dated Monday, August 19th. The shares were sold at an average price of $180.17, for a total value of $3,005,595.94. Following the completion of the transaction, the executive vice president now directly owns 4,873 shares in the company, valued at approximately $877,968.41. The disclosure for this sale can be found here. In the last three months, insiders sold 238,305 shares of company stock valued at $43,082,657. 1.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Allstate

Several institutional investors have recently modified their holdings of ALL. Palestra Capital Management LLC bought a new position in Allstate during the 4th quarter worth approximately $83,561,000. Balyasny Asset Management L.P. bought a new position in shares of Allstate during the fourth quarter worth $81,571,000. Artemis Investment Management LLP acquired a new position in shares of Allstate in the 1st quarter valued at $95,764,000. AQR Capital Management LLC increased its position in shares of Allstate by 181.6% in the 2nd quarter. AQR Capital Management LLC now owns 719,997 shares of the insurance provider’s stock valued at $114,955,000 after buying an additional 464,337 shares in the last quarter. Finally, Acadian Asset Management LLC raised its stake in Allstate by 3,839.0% during the 2nd quarter. Acadian Asset Management LLC now owns 416,117 shares of the insurance provider’s stock worth $66,417,000 after buying an additional 405,553 shares during the period. 76.47% of the stock is currently owned by institutional investors and hedge funds.

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.