The Allstate Corporation $ALL Shares Sold by Savant Capital LLC

Savant Capital LLC lessened its holdings in The Allstate Corporation (NYSE:ALL) by 42.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,517 shares of the insurance provider’s stock after selling 15,312 shares during the quarter. Savant Capital LLC’s holdings in Allstate were worth $4,404,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of Allstate during the 2nd quarter worth about $482,870,000. Swedbank AB increased its stake in Allstate by 2,157.8% in the third quarter. Swedbank AB now owns 861,725 shares of the insurance provider’s stock valued at $184,969,000 after purchasing an additional 823,559 shares during the last quarter. Ameriprise Financial Inc. raised its holdings in Allstate by 52.7% during the second quarter. Ameriprise Financial Inc. now owns 1,385,901 shares of the insurance provider’s stock worth $279,062,000 after purchasing an additional 478,598 shares in the last quarter. Vanguard Group Inc. raised its holdings in Allstate by 1.3% during the second quarter. Vanguard Group Inc. now owns 33,235,231 shares of the insurance provider’s stock worth $6,690,584,000 after purchasing an additional 435,145 shares in the last quarter. Finally, Jupiter Asset Management Ltd. purchased a new stake in shares of Allstate during the 2nd quarter worth approximately $68,590,000. 76.47% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Allstate

In other news, insider Suren Gupta sold 19,593 shares of Allstate stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $210.00, for a total value of $4,114,530.00. Following the sale, the insider owned 100,646 shares of the company’s stock, valued at $21,135,660. The trade was a 16.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last ninety days, insiders have sold 48,400 shares of company stock valued at $10,313,256. 1.70% of the stock is currently owned by company insiders.

Key Headlines Impacting Allstate

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Allstate reported a big Q4 profit beat driven by property‑liability strength, lower catastrophe losses and higher earned premiums — EPS surged year‑over‑year, supporting confidence in earnings power. Allstate Q4 Earnings Beat
• Positive Sentiment: Management announced a $4B share buyback program and an 8% quarterly dividend hike — both are shareholder-friendly actions that boost returns and can support the stock over time. Buyback & Dividend Article
• Positive Sentiment: Analysts at JPMorgan raised their price target and kept an overweight view, implying meaningful upside; other shops (Wells Fargo) also lifted targets — these upgrades support the bullish case. Analyst Price Target Raises
• Neutral Sentiment: CEO highlighted Florida tort‑reform as a blueprint to reduce auto insurance costs — positive for loss ratios over time but more of a policy/industry tailwind than an immediate earnings driver. CEO Tort Reform Article
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating with a $220 target — signals some analysts see limited near‑term upside despite the company’s operational momentum. Cantor Fitzgerald Rating
• Negative Sentiment: Revenue for the quarter came in below some street estimates, which may have trimmed enthusiasm despite the EPS beat — investors are sensitive to top‑line misses when valuation momentum is high. Revenue & Net Income Article
• Negative Sentiment: After strong headlines (earnings, buyback, dividend), today’s move looks like short‑term profit‑taking and positioning shifts — market participants may be locking gains while digesting mixed signals. Earnings Call Transcript

Analyst Ratings Changes

A number of research analysts recently commented on the stock. JPMorgan Chase & Co. increased their target price on shares of Allstate from $260.00 to $263.00 and gave the company an “overweight” rating in a research report on Thursday. Wall Street Zen cut Allstate from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 8th. Mizuho set a $255.00 target price on Allstate in a report on Wednesday, January 14th. William Blair downgraded Allstate from an “outperform” rating to a “market perform” rating in a research note on Thursday, December 18th. Finally, Roth Mkm lifted their price target on Allstate from $230.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Three analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Allstate has a consensus rating of “Moderate Buy” and an average target price of $238.50.

Allstate Stock Down 3.6%

ALL opened at $207.54 on Friday. The Allstate Corporation has a 52 week low of $176.00 and a 52 week high of $216.75. The business has a 50 day moving average price of $203.88 and a two-hundred day moving average price of $203.79. The company has a quick ratio of 0.43, a current ratio of 0.37 and a debt-to-equity ratio of 0.26. The company has a market cap of $54.31 billion, a PE ratio of 5.43, a P/E/G ratio of 0.46 and a beta of 0.23.

Allstate (NYSE:ALL) last announced its earnings results on Wednesday, February 4th. The insurance provider reported $14.31 earnings per share for the quarter, beating the consensus estimate of $8.72 by $5.59. Allstate had a return on equity of 39.20% and a net margin of 15.19%.The company had revenue of $14.57 billion for the quarter, compared to the consensus estimate of $17.23 billion. During the same period last year, the business posted $7.67 EPS. The company’s revenue was up 5.1% on a year-over-year basis. As a group, research analysts anticipate that The Allstate Corporation will post 18.74 EPS for the current year.

Allstate Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 2nd will be given a dividend of $1.08 per share. This represents a $4.32 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Monday, March 2nd. This is an increase from Allstate’s previous quarterly dividend of $1.00. Allstate’s payout ratio is currently 12.95%.

Allstate Company 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.