Tredje AP fonden Acquires 33,000 Shares of The Allstate Corporation $ALL

Tredje AP fonden boosted its holdings in The Allstate Corporation (NYSE:ALL) by 11.1% during the 3rd quarter, Holdings Channel reports. The firm owned 329,836 shares of the insurance provider’s stock after acquiring an additional 33,000 shares during the period. Tredje AP fonden’s holdings in Allstate were worth $70,799,000 as of its most recent filing with the Securities and Exchange Commission.

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

Allstate Stock Performance

Shares of ALL opened at $206.51 on Friday. The Allstate Corporation has a 52-week low of $176.00 and a 52-week high of $216.75. The stock’s 50-day simple moving average is $203.99 and its 200 day simple moving average is $204.41. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.43 and a current ratio of 0.37. The stock has a market capitalization of $54.04 billion, a price-to-earnings ratio of 5.41, a price-to-earnings-growth ratio of 0.43 and a beta of 0.23.

Allstate (NYSE:ALL) last announced its quarterly 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 firm had revenue of $17.35 billion for the quarter, compared to analysts’ expectations of $17.23 billion. During the same period in the prior year, the business posted $7.67 earnings per share. The company’s revenue was up 5.1% on a year-over-year basis. Research analysts forecast that The Allstate Corporation will post 18.74 EPS for the current fiscal year.

Allstate Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 2nd will be issued a dividend of $1.08 per share. This is a boost from Allstate’s previous quarterly dividend of $1.00. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $4.32 dividend on an annualized basis and a yield of 2.1%. Allstate’s payout ratio is currently 11.31%.

Insider Transactions at Allstate

In other Allstate news, insider Suren Gupta sold 19,593 shares of the firm’s stock in a transaction on 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 completion of the transaction, the insider directly owned 100,646 shares of the company’s stock, valued at $21,135,660. This trade represents a 16.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In the last 90 days, insiders have sold 24,729 shares of company stock valued at $5,219,282. Corporate insiders own 1.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on ALL shares. Wall Street Zen cut shares of Allstate from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 8th. Morgan Stanley restated an “equal weight” rating and issued a $215.00 target price (down from $245.00) on shares of Allstate in a research note on Tuesday, December 16th. Citigroup upped their price target on Allstate from $216.00 to $221.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. TD Cowen lowered Allstate from a “buy” rating to a “hold” rating in a report on Monday, January 12th. Finally, Zacks Research downgraded shares of Allstate from a “strong-buy” rating to a “hold” rating in a report on Friday, December 19th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Allstate presently has a consensus rating of “Moderate Buy” and an average target price of $239.29.

More Allstate News

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Allstate declared roughly $29.3M in preferred dividends for the Jan. 15–Apr. 14 period — a cash-return signal that supports income-focused holders and reinforces the company’s capital distribution profile. Allstate announces preferred dividends payable April 15, 2026
• Positive Sentiment: Allstate is targeting up to $1 billion of limit across Sanders Re III & Sanders Re IV cat bonds — a move that broadens catastrophe risk transfer capacity and may reduce underwriting volatility. Allstate now targets up to $1bn of limit across Sanders Re III & Sanders Re IV cat bonds
• Positive Sentiment: Zacks Research issued several upward revisions to near-term quarter estimates (Q4 2026 and Q3 2027 EPS were raised), indicating some analyst recognition of stronger near-term operating performance. (Zacks summary available via market data reports.)
• Neutral Sentiment: Wells Fargo trimmed its price target slightly from $228 to $227 and keeps an “equal weight” rating — a modest change that still implies roughly ~10% upside from current levels. Analyst price-target note
• Neutral Sentiment: Marketing/promotional item: official rules posted for the 2026 Allstate Women’s Tournament Challenge sweepstakes — immaterial for fundamentals but relevant for brand/marketing visibility. Sweepstakes rules
• Negative Sentiment: Allstate reported estimated January catastrophe losses of $175M ($138M after-tax), primarily from Winter Storm Fern — a near-term hit to underwriting results that can pressure quarterly earnings. January 2026 Monthly Release
• Negative Sentiment: Zacks cut its Q4 2027 EPS estimate (from $8.20 to $7.58) and set FY2028 EPS well below the current consensus — items that suggest some downward pressure on longer-term earnings expectations.

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.