Allstate (ALL) Aperçu de l'action
The Allstate Corporation, avec ses filiales, propose des produits d'assurance dommages et d'autres produits d'assurance aux États-Unis et au Canada. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 0/6 |
| Performances passées | 6/6 |
| Santé financière | 5/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
ALL Community Fair Values
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Analyst Price Targets
The Allstate Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$255.84 |
| Plus haut sur 52 semaines | US$277.22 |
| Plus bas sur 52 semaines | US$188.08 |
| Bêta | 0.16 |
| Variation sur 1 mois | -0.24% |
| Variation sur 3 mois | 18.20% |
| Variation sur 1 an | 22.52% |
| Variation sur 3 ans | 133.13% |
| Variation sur 5 ans | 90.48% |
| Évolution depuis l'introduction en bourse | 1,641.89% |
Nouvelles et mises à jour récentes
Seeking Alpha • Aug 07
Allstate: Strong Operating Performance Is Not Sustainable In The Long Run
Summary Allstate Corporation delivered strong Q2 2026 results, driven by lower catastrophe losses, robust top-line growth, and improved underwriting profitability. ALL's combined ratio improved to 86.6% in Q2 and 84.3% for H1 2026, but these levels are not expected to be sustainable long term. Net income and ROE are currently elevated, yet earnings and profitability are projected to normalize as underwriting margins revert to historical averages. ALL's valuation at 2.2x book value appears fair, with capital returns focused on share buybacks and a sustainable, low-payout dividend. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 04
ALL: Higher Margins And New CFO Will Shape Measured Future Upside
Analysts have lifted their price target for Allstate to about $255 from roughly $242, citing updated assumptions that include slightly higher profit margins and a modestly higher future P/E multiple. What’s in the News for Allstate Allstate issued estimated catastrophe losses for June 2026 of US$563 million, or US$445 million after tax.
Mise à jour du récit • Jul 21
ALL: Future Upside Seen From Underwriting Earnings Strength And Ongoing Buybacks
Analysts have lifted their fair value estimate for Allstate from $297.17 to $315.56, citing updated assumptions around revenue growth, profit margins, the discount rate, and the stock's potential future P/E multiple. What’s in the News for Allstate Allstate reported premium growth in its Property Liability segment, with earned premiums up 5.5% in Q1 2026 and underwriting income improving, supported by rate actions, broader product offerings, and expanded distribution, according to recent coverage.Recent updates
Seeking Alpha • Aug 07
Allstate: Strong Operating Performance Is Not Sustainable In The Long Run
Summary Allstate Corporation delivered strong Q2 2026 results, driven by lower catastrophe losses, robust top-line growth, and improved underwriting profitability. ALL's combined ratio improved to 86.6% in Q2 and 84.3% for H1 2026, but these levels are not expected to be sustainable long term. Net income and ROE are currently elevated, yet earnings and profitability are projected to normalize as underwriting margins revert to historical averages. ALL's valuation at 2.2x book value appears fair, with capital returns focused on share buybacks and a sustainable, low-payout dividend. Read the full article on Seeking AlphaMise à jour du récit • Aug 04
ALL: Higher Margins And New CFO Will Shape Measured Future Upside
Analysts have lifted their price target for Allstate to about $255 from roughly $242, citing updated assumptions that include slightly higher profit margins and a modestly higher future P/E multiple. What’s in the News for Allstate Allstate issued estimated catastrophe losses for June 2026 of US$563 million, or US$445 million after tax.Mise à jour du récit • Jul 21
ALL: Future Upside Seen From Underwriting Earnings Strength And Ongoing Buybacks
Analysts have lifted their fair value estimate for Allstate from $297.17 to $315.56, citing updated assumptions around revenue growth, profit margins, the discount rate, and the stock's potential future P/E multiple. What’s in the News for Allstate Allstate reported premium growth in its Property Liability segment, with earned premiums up 5.5% in Q1 2026 and underwriting income improving, supported by rate actions, broader product offerings, and expanded distribution, according to recent coverage.Mise à jour du récit • Jul 07
ALL: Earnings Momentum And Ongoing Buybacks Will Drive Future Upside Potential
Analysts have raised their price target on Allstate to approximately $297 per share, up from about $289, citing updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple. Together, these factors support a higher estimated fair value despite a modestly increased discount rate.Article d’analyse • Jun 16
Allstate (ALL) Stock Could Be 7.8% Undervalued After Keefe Bruyette Downgrade
Allstate (ALL) stock is in focus after Keefe Bruyette downgraded the insurer to Market Perform, highlighting that growth in personal auto policies in force appears to have peaked and that monthly reporting will cease. See our latest analysis for Allstate. Despite the downgrade, Allstate’s recent share price performance has remained firm, with a 9.2% 90 day share price return and 9.5% year to date share price return. The 3 year total shareholder return of about 119% reflects sustained...
Mise à jour du récit • Jun 16
ALL: Rich Multiple Will Face Slowing Auto Policy Momentum Despite Buybacks
Analysts have nudged their price target for Allstate higher to $192.30 from $190.85, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that slightly adjust how they value the stock. What's in the News Allstate reported Q1 2026 adjusted diluted EPS of $10.65, which was 47% above analyst consensus, and net income of $2.4b compared with $566 million a year earlier, supported by an 82.0 Property Liability combined ratio and lower catastrophe losses (source: Allstate Reports Strong Q1 2026 Earnings with Market Share Gains and New $4 Billion Buyback Program).Mise à jour du récit • Jun 02
ALL: Earnings Beat And Buybacks Will Support Future Upside
Allstate’s analyst price target has been revised slightly higher to $241.86 from $241.45. Analysts point to modest adjustments in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support the new figure.Mise à jour du récit • May 14
ALL: Share Repurchases And Higher Margins Will Drive Future Upside
Analysts have raised Allstate's price target slightly to about $241 from roughly $236, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, Allstate 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
Nouveau récit • 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 AlphaRendement pour les actionnaires
| ALL | US Insurance | US Marché | |
|---|---|---|---|
| 7D | -3.3% | -2.0% | 1.0% |
| 1Y | 22.5% | 4.0% | 18.4% |
Rendement vs Industrie: ALL a dépassé le secteur US Insurance qui a rapporté 4 % au cours de l'année écoulée.
Rendement vs marché: ALL a dépassé le marché US qui a rapporté 18.4 % au cours de l'année écoulée.
Volatilité des prix
| ALL volatility | |
|---|---|
| ALL Average Weekly Movement | 4.4% |
| Insurance Industry Average Movement | 4.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: ALL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ALL ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1931 | 53,150 | Tom Wilson | www.allstate.com |
The Allstate Corporation, avec ses filiales, propose des produits d'assurance dommages et d'autres produits d'assurance aux États-Unis et au Canada. Elle opère dans quatre secteurs : Allstate Protection ; Run-off Property-Liability ; Protection Services ; et Corporate and Other. La société propose des assurances pour les particuliers, les propriétaires, d'autres lignes personnelles et les entreprises par l'intermédiaire d'agents exclusifs, d'agents indépendants, de centres de contact et en ligne sous les marques Allstate, National General, Direct Auto et Answer Financial.
The Allstate Corporation Résumé des fondamentaux
| ALL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$66.31b |
| Bénéfices(TTM) | US$13.19b |
| Recettes(TTM) | US$70.14b |
4.9x
Ratio P/E0.9x
Ratio P/SLe site ALL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ALL compte de résultat (TTM) | |
|---|---|
| Recettes | US$70.14b |
| Coût des recettes | US$44.33b |
| Marge brute | US$25.81b |
| Autres dépenses | US$12.62b |
| Les revenus | US$13.19b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 52.16 |
| Marge brute | 36.80% |
| Marge bénéficiaire nette | 18.80% |
| Ratio dettes/capitaux propres | 22.3% |
Quelles ont été les performances à long terme de ALL?
Voir les performances historiques et les comparaisonsDividendes
1.7%
Rendement actuel des dividendes8%
Ratio de distributionLe site ALL verse-t-il des dividendes fiables ?
Voir ALL l'historique des dividendes et les indices de référence| Allstate dates des dividendes | |
|---|---|
| Date ex-dividende | Aug 31 2026 |
| Date de paiement du dividende | Oct 01 2026 |
| Jours jusqu'au dividende Ex | 18 days |
| Jours jusqu'à la date de paiement du dividende | 49 days |
Le site ALL verse-t-il des dividendes fiables ?
Voir ALL l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/12 04:33 |
| Cours de l'action en fin de journée | 2026/08/12 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Allstate Corporation est couverte par 39 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Taylor Scott | Barclays |
| Jay Gelb | Barclays |