Roth Capital Has Negative Estimate for Allstate Q3 Earnings

The Allstate Co. (NYSE:ALL) – Research analysts at Roth Capital dropped their Q3 2025 earnings per share estimates for shares of Allstate in a research note issued to investors on Wednesday, October 30th. Roth Capital analyst H. Fong now forecasts that the insurance provider will post earnings of $4.07 per share for the quarter, down from their prior estimate of $4.42. The consensus estimate for Allstate’s current full-year earnings is $14.16 per share. Roth Capital also issued estimates for Allstate’s Q4 2025 earnings at $5.97 EPS, Q1 2026 earnings at $6.41 EPS, Q2 2026 earnings at $3.46 EPS, Q3 2026 earnings at $4.50 EPS and FY2026 earnings at $21.00 EPS.

Allstate (NYSE:ALL) last released its quarterly earnings data on Wednesday, October 30th. The insurance provider reported $3.91 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $1.71. Allstate had a return on equity of 27.74% and a net margin of 6.77%. The firm had revenue of $16.63 billion during the quarter, compared to analyst estimates of $14.57 billion. During the same quarter in the prior year, the firm posted $0.81 earnings per share. The business’s quarterly revenue was up 14.7% compared to the same quarter last year.

Other equities analysts have also recently issued reports about the company. Piper Sandler boosted their target price on Allstate from $188.00 to $196.00 and gave the company an “overweight” rating in a research note on Friday, August 16th. Barclays boosted their price objective on shares of Allstate from $175.00 to $187.00 and gave the company an “underweight” rating in a research report on Thursday. Bank of America lifted their target price on shares of Allstate from $216.00 to $233.00 and gave the company a “buy” rating in a research note on Friday, October 18th. BMO Capital Markets lifted their price objective on Allstate from $205.00 to $214.00 and gave the company an “outperform” rating in a research report on Friday, October 18th. Finally, Jefferies Financial Group increased their target price on Allstate from $217.00 to $231.00 and gave the stock a “buy” rating in a research report on Wednesday, October 9th. One research analyst has rated the stock with a sell rating, two have given a hold rating, thirteen have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $207.19.

Allstate Trading Down 1.6 %

NYSE:ALL opened at $186.49 on Friday. The firm has a market capitalization of $49.24 billion, a P/E ratio of 12.08, a P/E/G ratio of 1.91 and a beta of 0.48. Allstate has a 52 week low of $125.63 and a 52 week high of $198.79. The company has a quick ratio of 0.36, a current ratio of 0.36 and a debt-to-equity ratio of 0.49. The company has a fifty day moving average of $188.80 and a 200 day moving average of $175.03.

Hedge Funds Weigh In On Allstate

A number of hedge funds have recently bought and sold shares of the business. Pathway Financial Advisers LLC boosted its holdings in shares of Allstate by 18,472.5% during the 3rd quarter. Pathway Financial Advisers LLC now owns 1,052,687 shares of the insurance provider’s stock valued at $199,642,000 after acquiring an additional 1,047,019 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its position in Allstate by 18.7% during the third quarter. Allspring Global Investments Holdings LLC now owns 3,000,866 shares of the insurance provider’s stock valued at $569,114,000 after purchasing an additional 472,040 shares during the period. AQR Capital Management LLC boosted its holdings in Allstate by 181.6% in the second quarter. AQR Capital Management LLC now owns 719,997 shares of the insurance provider’s stock worth $114,955,000 after purchasing an additional 464,337 shares during the last quarter. Acadian Asset Management LLC grew its position in Allstate by 3,839.0% in the 2nd quarter. Acadian Asset Management LLC now owns 416,117 shares of the insurance provider’s stock worth $66,417,000 after purchasing an additional 405,553 shares during the period. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its stake in Allstate by 757.1% during the 2nd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 340,274 shares of the insurance provider’s stock valued at $54,328,000 after buying an additional 300,572 shares during the last quarter. Hedge funds and other institutional investors own 76.47% of the company’s stock.

Insider Transactions at Allstate

In other news, insider John E. Dugenske sold 36,367 shares of Allstate stock in a transaction dated Friday, September 20th. The stock was sold at an average price of $191.38, for a total value of $6,959,916.46. Following the completion of the transaction, the insider now owns 27,364 shares of the company’s stock, valued at $5,236,922.32. The trade was a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In related news, insider John E. Dugenske sold 36,367 shares of the firm’s stock in a transaction that occurred on Friday, September 20th. The shares were sold at an average price of $191.38, for a total transaction of $6,959,916.46. Following the completion of the sale, the insider now owns 27,364 shares of the company’s stock, valued at $5,236,922.32. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Thomas J. Wilson sold 90,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 21st. The shares were sold at an average price of $179.34, for a total value of $16,140,600.00. Following the completion of the transaction, the chief executive officer now directly owns 88,552 shares in the company, valued at $15,880,915.68. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 192,530 shares of company stock valued at $34,967,665. Insiders own 1.80% 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.