BI Asset Management Fondsmaeglerselskab A S raised its holdings in The Allstate Corporation (NYSE:ALL – Free Report) by 255.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 98,455 shares of the insurance provider’s stock after purchasing an additional 70,722 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Allstate were worth $21,133,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of ALL. Harbor Capital Advisors Inc. raised its position in Allstate by 79.7% during the third quarter. Harbor Capital Advisors Inc. now owns 124 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 55 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its position in Allstate by 112.3% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 138 shares of the insurance provider’s stock worth $30,000 after purchasing an additional 73 shares in the last quarter. Clearstead Trust LLC grew its stake in shares of Allstate by 3,800.0% during the 2nd quarter. Clearstead Trust LLC now owns 156 shares of the insurance provider’s stock worth $31,000 after purchasing an additional 152 shares during the period. Caitong International Asset Management Co. Ltd increased its holdings in shares of Allstate by 315.0% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 166 shares of the insurance provider’s stock valued at $33,000 after purchasing an additional 126 shares in the last quarter. Finally, Armstrong Advisory Group Inc. lifted its stake in shares of Allstate by 72.0% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 160 shares of the insurance provider’s stock valued at $34,000 after purchasing an additional 67 shares during the period. Hedge funds and other institutional investors own 76.47% of the company’s stock.
Insiders Place Their Bets
In other news, insider Suren Gupta sold 21,871 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $215.21, for a total transaction of $4,706,857.91. Following the transaction, the insider directly owned 100,646 shares in the company, valued at $21,660,025.66. The trade was a 17.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Over the last 90 days, insiders have sold 48,400 shares of company stock valued at $10,313,256. Company insiders own 1.70% of the company’s stock.
Allstate Stock Up 2.6%
Allstate (NYSE:ALL – Get Free Report) last released its earnings results on Wednesday, February 4th. The insurance provider reported $14.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.72 by $5.59. Allstate had a net margin of 12.53% and a return on equity of 35.42%. Allstate’s revenue was up 5.1% compared to the same quarter last year. During the same quarter last year, the business earned $7.67 earnings per share. Equities research analysts forecast that The Allstate Corporation will post 18.74 earnings per share for the current fiscal year.
Allstate Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Monday, December 1st were paid a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Monday, December 1st. Allstate’s dividend payout ratio (DPR) is 12.95%.
Key Allstate News
Here are the key news stories impacting Allstate this week:
- Positive Sentiment: Q4 results: Allstate reported $14.31 EPS, far above consensus, with net income roughly doubling year‑over‑year and revenue up ~5.1% — the core driver of the stock uptick. Allstate (ALL) Q4 Earnings Top Estimates
- Positive Sentiment: Company release and investor materials: Allstate’s press release, slide deck and investor call emphasize strong underwriting and investment results; the firm also noted improved catastrophe experience. View Press Release / Slide Deck
- Positive Sentiment: Analyst upgrades/targets: BMO and other analysts have been raising targets and confidence in Allstate’s earnings visibility ahead of the print, supporting upside momentum. Allstate (ALL) Price Target Lifted on Improving Earnings Visibility
- Positive Sentiment: Customer pricing move: Allstate says it lowered prices for roughly 7.8 million customers in 2025 to enhance retention and value — a competitive move investors interpret as supportive of growth and customer lifetime value. Allstate Enhances Customer Value, Lowers Prices for 7.8 Million Customers in 2025
- Neutral Sentiment: Metric analysis: Deeper metric reviews (loss ratios, combined ratio, reserve development) matter for sustainability — Zacks and other outlets break down which line items drove the beat and what to watch next. Here’s What Key Metrics Tell Us About Allstate (ALL) Q4 Earnings
- Neutral Sentiment: Outlook question: Coverage notes and market pieces ask whether record profitability is sustainable (underwriting cycles, catastrophe frequency, investment yields) — this frames near‑term upside risk/reward. Allstate earnings up next: Can insurer sustain record profitability?
Analyst Ratings Changes
Several research firms recently commented on ALL. Wall Street Zen lowered shares of Allstate from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 8th. TD Cowen cut Allstate from a “buy” rating to a “hold” rating in a research report on Monday, January 12th. UBS Group increased their price target on Allstate from $250.00 to $255.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. Keefe, Bruyette & Woods boosted their price objective on Allstate from $250.00 to $254.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Allstate in a research note on Wednesday, January 21st. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Allstate has a consensus rating of “Moderate Buy” and an average target price of $236.19.
Read Our Latest Analysis on ALL
Allstate Profile
Allstate Corporation is a publicly traded insurance company headquartered in Northbrook, Illinois, and is one of the largest personal lines property and casualty insurers in the United States. Founded in 1931 as a subsidiary of Sears, Roebuck and Co, Allstate has grown into a diversified insurer that serves millions of consumers and businesses through a mix of distribution channels and product offerings.
The company underwrites a broad range of insurance products, with primary emphasis on auto and homeowners coverage.
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