Allstate (ALL) Hisse Özeti
Allstate Corporation, iştirakleri ile birlikte Amerika Birleşik Devletleri ve Kanada'da mal, kaza ve diğer sigorta ürünleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 5/6 |
Ödüller
Risk Analizi
ALL Community Fair Values
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Analyst Price Targets
The Allstate Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$215.47 |
| 52 Haftanın En Yüksek Seviyesi | US$222.23 |
| 52 Haftanın En Düşük Seviyesi | US$188.08 |
| Beta | 0.21 |
| 1 Aylık Değişim | 2.12% |
| 3 Aylık Değişim | 5.25% |
| 1 Yıllık Değişim | 6.37% |
| 3 Yıllık Değişim | 84.46% |
| 5 Yıllık Değişim | 57.13% |
| Halka arzdan bu yana değişim | 1,367.03% |
Son Haberler & Güncellemeler
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
Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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.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 AlphaAnaliz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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 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
Yeni Analiz • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaHissedar Getirileri
| ALL | US Insurance | US Pazar | |
|---|---|---|---|
| 7D | -1.4% | -0.5% | 1.5% |
| 1Y | 6.4% | -9.2% | 25.5% |
Getiri vs. Endüstri: ALL geçen yıl % -9.2 oranında getiri sağlayan US Insurance sektörünü aştı.
Getiri vs Piyasa: ALL geçen yıl % 25.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| ALL volatility | |
|---|---|
| ALL Average Weekly Movement | 2.8% |
| Insurance Industry Average Movement | 4.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: ALL son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ALL 'nin haftalık oynaklığı ( 3% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1931 | 53,150 | Tom Wilson | www.allstate.com |
Allstate Corporation, iştirakleri ile birlikte Amerika Birleşik Devletleri ve Kanada'da mal, kaza ve diğer sigorta ürünleri sağlamaktadır. Dört segmentte faaliyet göstermektedir: Allstate Protection; Run-off Property-Liability; Protection Services; ve Corporate and Other. Şirket, Allstate, National General, Direct Auto ve Answer Financial markaları altında özel acenteler, bağımsız acenteler, iletişim merkezleri ve çevrimiçi olarak özel yolcu otomobili, ev sahipleri, diğer kişisel hatlar ve ticari sigorta sunmaktadır.
The Allstate Corporation Temel Bilgiler Özeti
| ALL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$55.04b |
| Kazançlar(TTM) | US$12.03b |
| Gelir(TTM) | US$68.17b |
4.6x
F/K Oranı0.8x
P/S OranıALL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ALL gelir tablosu (TTM) | |
|---|---|
| Gelir | US$68.17b |
| Gelir Maliyeti | US$44.70b |
| Brüt Kâr | US$23.47b |
| Diğer Giderler | US$11.44b |
| Kazançlar | US$12.03b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 46.72 |
| Brüt Marj | 34.43% |
| Net Kâr Marjı | 17.64% |
| Borç/Özkaynak Oranı | 23.7% |
ALL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
2.0%
Mevcut Temettü Verimi9%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/12 17:04 |
| Gün Sonu Hisse Fiyatı | 2026/05/12 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Allstate Corporation 39 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Taylor Scott | Barclays |
| Jay Gelb | Barclays |