Allstate
About: Allstate is one of the largest US property-casualty insurers in the US. Personal auto represents the largest percentage of revenue, but the company offers homeowners insurance and other insurance products. Allstate products are sold in North America primarily by about 6,000 exclusive agents.
Employees: 55,400
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
173% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 79
8% more funds holding
Funds holding: 1,407 [Q3] → 1,514 (+107) [Q4]
6% more funds holding in top 10
Funds holding in top 10: 16 [Q3] → 17 (+1) [Q4]
6% more repeat investments, than reductions
Existing positions increased: 517 | Existing positions reduced: 486
4% more capital invested
Capital invested by funds: $38.8B [Q3] → $40.3B (+$1.5B) [Q4]
0.8% more ownership
Funds ownership: 77.43% [Q3] → 78.23% (+0.8%) [Q4]
23% less call options, than puts
Call options by funds: $166M | Put options by funds: $217M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$172
14%
downside
Avg. target
$220
10%
upside
High target
$250
25%
upside
7 analyst ratings
5 positive
71%
1 neutral
14%
1 negative
14%
Keefe, Bruyette & Woods Meyer Shields 77% 1-year accuracy 91 / 118 met price target | 17%upside $235 | Outperform Maintained | 7 May 2025 |
Morgan Stanley Bob Huang 73% 1-year accuracy 16 / 22 met price target | 17%upside $235 | Overweight Maintained | 6 May 2025 |
Wells Fargo Elyse Greenspan 68% 1-year accuracy 76 / 112 met price target | 2%downside $197 | Equal-Weight Maintained | 6 May 2025 |
Raymond James C. Gregory Peters 85% 1-year accuracy 33 / 39 met price target | 25%upside $250 | Strong Buy Reiterated | 5 May 2025 |
Evercore ISI Group Oliver Wintermantel 60% 1-year accuracy 3 / 5 met price target | 15%upside $230 | Outperform Maintained | 1 May 2025 |
Financial journalist opinion
Based on 17 articles about ALL published over the past 30 days
Positive
Seeking Alpha
1 week ago
Allstate: Bulls In Good Hands, As Growth Factors & Reinsurance Offset Q1 Wildfire Losses (Upgrade)
Allstate gets upgraded to buy, from my prior hold rating. Positive factors are new policy growth (auto, home, protection) driving revenue, a strong credit rating, improved expense ratio, and proven dividend growth powered by operating cashflow. The risk of catastrophe losses was considered, and the role played by reinsurance to dampen the risk.
Positive
Seeking Alpha
1 week ago
Allstate Q1 2025 Earnings Review: Premium Valuation Is Questionable
The Allstate Corporation's operating performance was weak due to high claims costs and catastrophe losses, but raising premiums and focusing on P&C improved financials. Despite outperforming the stock market, Allstate faced significant catastrophe losses in Q1 2025, impacting underwriting profitability and leading to a combined ratio of 97.4%. The company's stronger capital position from asset sales allows for increased capital returns, including an 8.7% dividend hike and resumed ALL share buybacks.
Neutral
Seeking Alpha
1 week ago
The Allstate Corporation (ALL) Q1 2025 Earnings Call Transcript
The Allstate Corporation (NYSE:ALL ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Allister Gobin - Head of Investor Relations Tom Wilson - Chair, President and Chief Executive Officer Mario Rizzo - President, Property-Liability John Dugenske - President, Investments Jess Merten - Executive Vice President and Chief Financial Officer Conference Call Participants Jimmy Bhullar - JP Morgan Rob Cox - Goldman Sachs Gregory Peters - Raymond James Bob Huang - Morgan Stanley Elyse Greenspan - Wells Fargo Alex Scott - Barclays Mike Zaremski - BMO Joshua Shanker - Bank of America Operator Good day, and thank you for standing by. Welcome to Allstate's First Quarter Earnings Investor Call.
Negative
Zacks Investment Research
1 week ago
Allstate Q1 Earnings Beat on Strong Premium Despite Massive CAT Loss
ALL's total policies in force rise to 211 million, up 6.7% year over year.
Positive
Zacks Investment Research
2 weeks ago
Here's What Key Metrics Tell Us About Allstate (ALL) Q1 Earnings
The headline numbers for Allstate (ALL) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 weeks ago
Allstate (ALL) Surpasses Q1 Earnings Estimates
Allstate (ALL) came out with quarterly earnings of $3.53 per share, beating the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $5.13 per share a year ago.
Negative
WSJ
2 weeks ago
Allstate's Profit Falls as Catastrophe Losses Rise
Underwriting income fell to $360 million from $898 million a year earlier, dragged down by higher catastrophe losses.
Neutral
Business Wire
2 weeks ago
Allstate Reports First Quarter 2025 Results
NORTHBROOK, Ill.--(BUSINESS WIRE)--The Allstate Corporation (NYSE: ALL) today reported financial results for the first quarter of 2025. "Allstate's strategy, operational excellence and risk management practices generated strong first quarter results, despite unprecedented severe weather,” said Tom Wilson, Chair, President and CEO of The Allstate Corporation. “Revenues increased to $16.5 billion, a 7.8% increase over the prior year, with growth in policies in force of 6.7% to 211 million. Net in.
Positive
Zacks Investment Research
2 weeks ago
Allstate to Report Q1 Earnings: Can Higher Premiums Save the Day?
ALL's first-quarter earnings are likely to have benefited from growing underwriting income from the Auto brand.
Negative
Zacks Investment Research
2 weeks ago
What to Expect From These 4 Insurers This Earnings Season?
Strong premiums, M&A activities and tech efficiencies are likely to have aided insurers' Q1 performance, despite pressure from low interest rates, inflationary headwinds and catastrophe-related losses.
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