The Allstate Corporation

NYSE:ALL Lagerbericht

Marktkapitalisierung: US$55.5b

Allstate Zukünftiges Wachstum

Future Kriterienprüfungen 0/6

Der Gewinn von Allstate wird voraussichtlich um 29.1% pro Jahr zurückgehen, während der Jahresumsatz um 3.7% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 24.2% pro Jahr sinken. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 13.3% betragen.

Wichtige Informationen

-29.1%

Wachstumsrate der Gewinne

-24.17%

EPS-Wachstumsrate

Insurance Gewinnwachstum1.8%
Wachstumsrate der Einnahmen3.7%
Zukünftige Eigenkapitalrendite13.34%
Analystenabdeckung

Good

Zuletzt aktualisiert11 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • May 12

Allstate: The Turnaround Is Real, But The Story May Not Be Fully Priced In

Summary Allstate has executed a genuine turnaround, with Q1 2026 combined ratio improving to 82% from 97.4% and underwriting income surging to $2.7 billion. ALL still trades at 4.7–7.5x forward P/E, despite restored profitability and robust capital returns and strong capital generation. The company continued returning capital to shareholders in Q1 2026,  and authorized a new $4 billion buyback program through 2028, signaling confidence in sustained earnings. I maintain a 'Strong Buy' rating on ALL, targeting 45–74% upside if 2026 post-tax earnings reach $8 billion and the market rerates the stock. Read the full article on Seeking Alpha
Narrativ-Update • Apr 30

ALL: Buybacks And Dividend Policy Will Support Future Upside Potential

Analysts now cite updated views on Allstate's revenue growth, profit margins, and future P/E, supporting a change in their price target from $279.00 to about $289.12. What's in the News Allstate reported that from October 1, 2025 to December 31, 2025, it repurchased 2,128,193 shares, representing 0.81% of shares, for a total of US$434.72 million under its ongoing buyback program (Key Developments).
Narrativ-Update • Apr 16

ALL: Rich Multiple And Modest Margins Will Limit Buyback-Supported Upside

Analysts have adjusted their price target on Allstate slightly lower to about $190.85 from roughly $192.43. This reflects updated views on fair value, revenue growth assumptions, profit margins, and future P/E expectations.
Narrativ-Update • Apr 01

ALL: Share Repurchases And Dividend Policy Will Support Long-Term Upside

Analysts have reduced their price target for Allstate from $290.68 to $279.00, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News From October 1, 2025 to December 31, 2025, Allstate repurchased 2,128,193 shares, about 0.81% of shares, for US$434.72 million under its existing buyback program (Key Developments).
Narrativ-Update • Mar 18

ALL: Higher Margins And Buybacks Will Support Measured Upside Potential

The updated analyst price target for Allstate now stands at $192.43, compared with the prior $189.05. Analysts cite adjusted expectations for profit margin, revenue growth and future P/E assumptions as the key drivers behind the change.
Narrativ-Update • Mar 04

ALL: Thinner Profit Margins Will Constrain Future Upside Potential

Narrative Update on Allstate Analysts have made a slight trim to their Allstate price target to about $189, reflecting updated assumptions around revenue, profit margins, and future P/E expectations. What's in the News The Allstate Corporation declared a quarterly dividend of US$1.08 per share, scheduled to be paid on April 1, 2026.
Narrativ-Update • Feb 18

ALL: Higher Catastrophe Losses And Thinner Margins Will Limit Future Upside

Analysts have lifted their Allstate price target from about $177 to roughly $189. This reflects adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models.
Narrativ-Update • Feb 04

ALL: Higher Cyber Fraud Protection Will Support Stronger Long-Term Upside

Analysts have raised their price expectations for Allstate to reflect an updated fair value of about US$290.68 per share, with the change linked primarily to revised assumptions about revenue growth, profit margin, and a higher projected P/E of roughly 35.66. What's in the News Allstate estimated catastrophe losses of $83 million, or $65 million after tax, for October 2025, linked to five wind and hail events (Corporate Guidance; Unusual Events).
Narrativ-Update • Jan 21

ALL: Higher Margins And Buybacks Will Support Stronger Long-Term Upside

Analysts have lifted their price target on Allstate from US$275 to about US$290, citing updated assumptions that include adjusted revenue growth expectations, a different discount rate, a revised profit margin outlook, and a slightly lower future P/E multiple. What's in the News Allstate estimated catastrophe losses of US$83 million, or US$65 million after tax, for October 2025 from five wind and hail events, highlighting recent weather related impacts on results (Corporate Guidance: Unusual Events).
Narrativ-Update • Jan 06

ALL: Lower Margins And Catastrophe Losses Will Pressure Future Upside

Analysts have adjusted their price target for Allstate slightly lower to about US$177 from roughly US$177, citing updated assumptions around higher discount rates, a change in expected revenue growth, a reduced profit margin outlook, and a higher future P/E multiple. What's in the News Allstate estimated October 2025 catastrophe losses of $83 million, or $65 million after tax, tied to five wind and hail events (Corporate Guidance, Unusual Events).
Narrativ-Update • Dec 22

ALL: Higher Margins Will Outweigh Catastrophe Losses And Drive Share Upside

Analysts have modestly raised their price target on Allstate, reflecting a slight uptick in perceived fair value to approximately 236 dollars per share, as they factor in stronger profit margin expectations that more than offset slightly lower revenue growth and a reduced future earnings multiple. What's in the News Allstate estimated October 2025 catastrophe losses of 83 million dollars, or 65 million dollars after tax, from five wind and hail events (company guidance).
Narrativ-Update • Dec 08

ALL: Share Repurchases Will Offset Catastrophe Loss Pressures And Support Upside Potential

Analysts have increased their price target on Allstate by about $0.50 per share, reflecting slightly stronger expected revenue growth and a modestly higher future earnings multiple, which together offset a marginally softer profit margin outlook. What's in the News Allstate reported estimated catastrophe losses of $83 million, or $65 million after tax, from five wind and hail events in October 2025, highlighting continued weather related pressure on underwriting margins (company guidance).
Narrativ-Update • Nov 24

ALL: Share Buybacks And Leadership Changes Will Shape Balanced Near-Term Outlook

Analysts have raised their price target for Allstate from $233.45 to $236.10. They cite minor adjustments to projected growth and profitability metrics as the basis for the update.
Narrativ-Update • Nov 07

ALL: Share Repurchases And Leadership Changes Will Drive Further Upside

Analysts have modestly raised their price target for Allstate, increasing it from $232.85 to $233.45. This change reflects slight adjustments in their outlook based on updated growth and profitability expectations.
Narrativ-Update • Oct 13

Digital Insurance Products Will Expand Markets Despite Competitive Risks

Analysts have raised their price target for Allstate, increasing the fair value estimate from $229.68 to $232.85. This adjustment is attributed to recent improvements in profit margin projections and the maintenance of a steady discount rate.
Analyseartikel • May 23

It's Unlikely That The Allstate Corporation's (NYSE:ALL) CEO Will See A Huge Pay Rise This Year

Key Insights Allstate's Annual General Meeting to take place on 29th of May Salary of US$1.42m is part of CEO Tom...
Seeking Alpha • Mar 28

The Allstate Corporation: The Stock Has Rallied Enough, Time To Hold

Summary I rate Allstate Corporation as a Hold due to its recent rally, valuation concerns, and potential recession risks despite strong fundamentals. Allstate's 2024 performance was impressive, with $64.1 billion in revenue, $4.6 billion net income, and a 26.8% adjusted net income return on equity. The company's strategic transformation focuses on improving underwriting margins, lowering expenses, and expanding digital capabilities, showing significant progress since 2019. Despite strong recent performance, Allstate's investment income and stock performance could be vulnerable to market volatility and recession risks. Read the full article on Seeking Alpha
Seeking Alpha • Mar 22

The Allstate Corporation: A Mispriced Turnaround Insurance Stock (Short-Term Buy Rating)

Summary The Allstate Corp. has completed a multi-year turnaround, showing strong growth and efficiency improvements, making it a mis-priced stock with upside potential. The sale of Group Health and Employer Voluntary Benefits will generate $3.25 billion, potentially funding share buybacks and enhancing shareholder value. Allstate's financials are robust, with significant revenue and net income growth, a pristine balance sheet, and a forward P/E ratio lower than peer. Despite risks from extreme climate events, Allstate's preparedness and strong fundamentals make it a Buy with at least 15% upside potential until the end of the year. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Allstate: Improving Results But Lackluster Capital Returns (Rating Upgrade)

Summary Allstate shares have risen 22% over the past year, but recently pulled back 9% due to California wildfire concerns. Q4 results beat expectations with $7.67 EPS and 11% revenue growth, driven by price hikes and cost cuts. Investment income benefits from rising rates, but significant buybacks are not imminent, impacting share price potential. Despite strong fundamentals, limited upside is expected due to auto exposure and lack of clarity on capital returns; shares are rated as a hold. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Allstate: High ROEs Likely Unsustainable

Summary Allstate has consistently beaten estimates, but high expectations and competitive pressures may limit future growth, especially in the auto insurance market. The company’s recent performance is strong, with significant improvements in underwriting income and new business levels across all distribution channels. Despite favorable current conditions, long-term margins may normalize, and ROE could decline, posing risks to sustained growth and profitability. Allstate’s valuation appears stretched, and while it remains a solid company, I recommend waiting for a pullback or using covered calls to mitigate downside risk. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

Allstate: The Bull Case Remains Intact Despite Recent Rally

Summary Shares of The Allstate Corporation (ALL) have delivered a 52% total return since my Buy recommendation on December 2, 2023. The stock's rise has been driven by strong business results, increased forward earnings estimates, and multiple expansion. Despite the significant rally, ALL shares remain attractively valued vs the broader market and peers. I reiterate my Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Allstate: 'In Good Hands' With Upward Momentum

Summary The property & casualty insurance sector is cyclically poised for significant earnings growth and is among the cheapest sectors of the market. Allstate was recently approved for a 34% rate hike in California and is likely to push through big rate increases in other states as well. At 10.5x earnings, Allstate is a solid value investment with continued business/share price momentum. Additionally, insurance companies aren't as exposed to the business cycle as other stocks like banks, adding a nice diversification benefit for investors. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

Allstate: There Is Better Value Elsewhere

Summary Allstate has shown improved performance post-2022-23 downturn but lacks strong future business prospects, making it less appealing for long-term investors. The company faces high competition in the personal lines insurance market and lacks a distinct competitive advantage despite its significant market share. Financial performance has been weak due to rising claims costs and catastrophe losses, though recent efforts have improved profitability and underwriting results. Despite a positive stock trend, Allstate's fair valuation and low income appeal suggest better alternatives in the insurance sector, such as Jackson Financial or AIG. Read the full article on Seeking Alpha
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Neues Narrativ • Aug 20

Tactical Moves And Digital Innovation Propel National General's Growth Trajectory

Introduction of a competitive, technologically advanced auto insurance product may significantly increase market share and revenue.
Seeking Alpha • Jun 10

Allstate: Shows Steady Growth In Property And Casualty Insurance Market

Summary Allstate is currently implementing a cost reduction restructuring process that has reduced their liability expense ratio for the past three years and is projected to continue doing so. The Insurance Industry as a whole is currently under pressure due to a hardening reinsurance market, giving an advantage to flexible, adaptive companies like Allstate. With the Property & Casualty Insurance market projected to grow steadily by at least 8% for at least the next decade, Allstate’s steadily growing market share makes them safe. Read the full article on Seeking Alpha
Seeking Alpha • Apr 18

Allstate: Strong Underwriting Margins, But Shares Due For A Breather

Summary Vehicle insurance premiums are rising steeply, contributing to stickier inflation than expected. The iShares US Insurance ETF has outperformed the S&P 500 in the past year, led by insurers like Allstate. ALL is the largest publicly traded personal lines insurance company and has strong earnings and growth prospects based on current estimates. I highlight expectations ahead of its Q1 report and spot key price levels to watch. Read the full article on Seeking Alpha
Seeking Alpha • Dec 02

Allstate: Shares Are Fully Pricing In A Recovery That May Not Come

Summary Allstate's shares have rallied in recent months, but the market may be overestimating the company's potential for improvement. The company's operating performance is improving, but it is still losing money on underwriting. Allstate is facing challenges in its auto and homeowners units, and its capital position has declined, leading to rating agency downgrades, which constrains capital returns. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

Allstate Gets Hold Rating As Net Losses Pile Up, But Dividends Grow

Summary Allstate Corp gets hold rating, in line with the consensus from the quant system and SA analysts. Positives: dividend stability & growth, company financial strength, attractive share price. Negatives: price-to-book value high vs sector average, net losses 5 straight quarters. Risk of exposure to Maui wildfire catastrophe losses was discussed. Read the full article on Seeking Alpha
Seeking Alpha • Jul 25

Allstate: ALL Is Not Lost

Summary Allstate has had a terrible relative and absolute performance lately. Problems stem from poor pricing of auto insurance policies relative to their underwriting costs. The company is fixing that and we might be approaching a secular buy point. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:ALL - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202876,9495,978N/A5,5744
12/31/202773,6576,396N/A6,5706
12/31/202670,4247,172N/A6,1996
3/31/202668,17412,02711,53211,708N/A
12/31/202567,68510,1659,88210,110N/A
9/30/202566,8468,2618,6378,826N/A
6/30/202566,2185,7058,5398,743N/A
3/31/202565,2993,9278,9689,229N/A
12/31/202464,1064,5508,7218,931N/A
9/30/202462,4324,1118,2208,451N/A
6/30/202460,3022,9096,2606,483N/A
3/31/202458,5671,2195,0645,293N/A
12/31/202357,094-3163,9614,228N/A
9/30/202355,910-2,0793,7093,973N/A
6/30/202354,621-2,7234,4534,786N/A
3/31/202352,861-2,3744,9215,290N/A
12/31/202251,411-1,3944,7015,121N/A
9/30/202250,774204,6115,022N/A
6/30/202250,0468883,9294,305N/A
3/31/202250,4733,3273,7464,160N/A
12/31/202150,6015,0934,7715,116N/A
9/30/202148,5396,2115,2055,564N/A
6/30/202146,7377,2175,1925,531N/A
3/31/202144,4946,8985,5485,852N/A
12/31/202041,9095,3145,1835,491N/A
9/30/202042,4194,7775,0315,406N/A
6/30/202042,8104,4775,5175,943N/A
3/31/202043,5514,2185,0245,442N/A
12/31/201941,5414,158N/A5,129N/A
9/30/201942,6842,386N/A5,252N/A
6/30/201942,0802,439N/A5,147N/A
3/31/201941,0352,296N/A5,263N/A
12/31/201839,8152,012N/A5,175N/A
9/30/201840,3963,817N/A4,918N/A
6/30/201839,8193,512N/A5,056N/A
3/31/201839,5333,384N/A4,083N/A
12/31/201739,4073,438N/A4,314N/A
9/30/201738,6232,664N/A4,465N/A
6/30/201737,9562,518N/A3,983N/A
3/31/201737,3072,210N/A4,136N/A
12/31/201637,3991,761N/A3,993N/A
9/30/201635,9471,410N/A3,672N/A
6/30/201635,7541,540N/A3,671N/A
3/31/201635,5721,624N/A3,764N/A
12/31/201535,6532,055N/A3,616N/A
9/30/201535,7212,390N/A3,357N/A
6/30/201535,6292,519N/A3,338N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ALLFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-29.1% pro Jahr).

Ertrag vs. Markt: ALLFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-29.1% pro Jahr).

Hohe Wachstumserträge: ALLFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.

Einnahmen vs. Markt: ALLDie Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: ALLDie Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ALLDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (13.3%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/13 08:15
Aktienkurs zum Tagesende2026/05/13 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Analysten-Quellen

The Allstate Corporation wird von 39 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jacob KilsteinArgus Research Company
Taylor ScottBarclays
Jay GelbBarclays