The Allstate Corporation

NYSE:ALL Rapport sur les actions

Capitalisation boursière : US$64.1b

Allstate Gestion

Gestion contrôle des critères 3/4

Le PDG Allstate est Tom Wilson, nommé en Jan2007, a un mandat de 19.67 ans. La rémunération annuelle totale est $ 22.92M, composée du salaire de 6.4% et des bonus 93.6%, y compris les actions et options de la société. détient directement 0.34% des actions de la société, d'une valeur de $ 218.36M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 10.3 ans.

Informations clés

Tom Wilson

Directeur général

US$22.9m

Rémunération totale

Pourcentage du salaire du PDG6.39%
Durée du mandat du directeur général19.7yrs
Propriété du PDG0.3%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration10.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Sep 03

ALL: Future Upside Will Rely On Earnings Power And Share Repurchases

Analysts have lifted their price target for Allstate to $334, framing the change around updated fair value estimates, a slightly higher discount rate, more conservative revenue growth and profit margin assumptions, and a higher expected future P/E multiple. What’s in the News for Allstate Allstate reported estimated catastrophe losses for June 2026 of US$563 million, or US$445 million after tax.
Mise à jour du récit • Aug 18

ALL: Strong Execution And New CFO Will Support Measured Future Upside

Analysts have lifted their price target fair value for Allstate from $254.68 to $274.32. This change reflects updated assumptions for a higher discount rate, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple.
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.
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 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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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 Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Tom Wilson a-t-elle évolué par rapport aux bénéfices de Allstate?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

US$13b

Mar 31 2026n/an/a

US$12b

Dec 31 2025US$23mUS$1m

US$10b

Sep 30 2025n/an/a

US$8b

Jun 30 2025n/an/a

US$6b

Mar 31 2025n/an/a

US$4b

Dec 31 2024US$27mUS$1m

US$5b

Sep 30 2024n/an/a

US$4b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$16mUS$1m

-US$316m

Sep 30 2023n/an/a

-US$2b

Jun 30 2023n/an/a

-US$3b

Mar 31 2023n/an/a

-US$2b

Dec 31 2022US$15mUS$1m

-US$1b

Sep 30 2022n/an/a

US$20m

Jun 30 2022n/an/a

US$888m

Mar 31 2022n/an/a

US$3b

Dec 31 2021US$19mUS$1m

US$5b

Sep 30 2021n/an/a

US$6b

Jun 30 2021n/an/a

US$7b

Mar 31 2021n/an/a

US$7b

Dec 31 2020US$21mUS$1m

US$5b

Sep 30 2020n/an/a

US$5b

Jun 30 2020n/an/a

US$4b

Mar 31 2020n/an/a

US$4b

Dec 31 2019US$20mUS$1m

US$4b

Rémunération vs marché: La rémunération totale de Tom ($USD 22.92M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).

Rémunération et revenus: La rémunération de Tom a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Tom Wilson (68 yo)

19.7yrs
Titularisation
US$22,920,898
Compensation

Mr. Thomas Joseph Wilson II, also known as Tom, has been Chief Executive Officer at The Allstate Corporation since January 1, 2007 and President since February 23, 2018 and served as its President from Jun...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Thomas Wilson
Chairman of the Board19.7yrsUS$22.92m0.34%
$ 218.4m
Mario Rizzo
Executive VP & COOless than a yearUS$7.30m0.033%
$ 21.3m
John Dugenske
President of Investments & Corporate Strategyno dataUS$7.78m0.0053%
$ 3.4m
Andrea Carter
Chief Human Resources Officer & Executive VP1.3yrsUS$5.56m0.00094%
$ 602.4k
Jesse Merten
Executive VP & President of Property-Liabilityless than a yearUS$6.86m0.016%
$ 10.2m
Zulfikar Jeevanjee
Executive VP3.9yrsUS$5.06m0.0064%
$ 4.1m
Christian Lown
Executive VP & CFOless than a yearpas de donnéespas de données
Eric Ferren
Senior VP2.3yrspas de données0.00019%
$ 121.8k
Brent Vandermause
Head of Investor Relationsno datapas de donnéespas de données
Christine DeBiase
EVP, Chief Legal Officer & General Counsel3.7yrsUS$5.17m0.0048%
$ 3.1m
John Pintozzi
Senior VP of Accounting Special Projects2.3yrspas de donnéespas de données
Karl Wiley
Executive Vice President of Protection Services Group2.7yrspas de donnéespas de données
2.3yrs
Durée moyenne de l'emploi
57.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ALL est considérée comme expérimentée (ancienneté moyenne 2.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Thomas Wilson
Chairman of the Board20yrsUS$22.92m0.34%
$ 218.4m
Siddharth Mehta
Independent Director12.6yrsUS$325.10k0.0029%
$ 1.8m
Perry Traquina
Independent Director10.3yrsUS$355.10k0.0032%
$ 2.0m
Andrea Redmond
Independent Director16.7yrsUS$350.10k0%
$ 0
Kermit Crawford
Independent Director13.7yrsUS$325.10k0.00040%
$ 256.4k
Margaret Keane
Independent Director8.7yrsUS$325.10k0.0073%
$ 4.7m
Jacques Perold
Independent Director10.8yrsUS$360.10k0.00088%
$ 564.0k
Maria Morris
Independent Director2.7yrsUS$325.10k0%
$ 0
Richard Hume
Independent Lead Director6.3yrsUS$330.67k0.0022%
$ 1.4m
Donald Brown
Independent Director5.8yrsUS$360.10k0.0021%
$ 1.3m
Monica Turner
Independent Director3.6yrsUS$325.10k0.00081%
$ 519.1k
10.3yrs
Durée moyenne de l'emploi
67yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la ALL est chevronné et expérimenté ( 10.3 années d'ancienneté moyenne).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/09 04:34
Cours de l'action en fin de journée2026/09/09 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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' 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.

AnalysteInstitution
Jacob KilsteinArgus Research Company
Taylor ScottBarclays
Jay GelbBarclays