Allstate (NYSE:ALL) Reaches New 52-Week High After Better-Than-Expected Earnings

The Allstate Corporation (NYSE:ALL)’s stock price hit a new 52-week high during trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $216.62 and last traded at $216.0150, with a volume of 629395 shares trading hands. The stock had previously closed at $207.12.

The insurance provider reported $14.31 earnings per share 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%. The firm had revenue of $14.57 billion during the quarter, compared to analyst estimates of $17.23 billion. During the same period in the previous year, the business posted $7.67 EPS. The business’s quarterly revenue was up 5.1% on a year-over-year basis.

Allstate Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 2nd will be issued a $1.08 dividend. This is an increase from Allstate’s previous quarterly dividend of $1.00. This represents a $4.32 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, March 2nd. Allstate’s dividend payout ratio (DPR) is presently 12.95%.

Key Stories Impacting Allstate

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Q4 EPS far exceeded estimates — Allstate reported $14.31 EPS (vs. consensus ~ $8–9), and net income roughly doubled year‑over‑year, driving optimism about margin and underwriting performance. Allstate (ALL) Q4 Earnings Top Estimates
• Positive Sentiment: The board raised the quarterly dividend to $1.08 (an 8% increase) and announced a $4 billion buyback — both are direct shareholder-friendly moves supporting the stock. Allstate posts Q4 earnings beat, boosts dividend by 8%, unveils $4B buyback plan
• Positive Sentiment: Analysts are revising outlooks upward and citing easing catastrophe losses and stronger earnings visibility, which supports multiple expansion and investor confidence. Allstate Corporation (ALL) Gains Analyst Confidence as Catastrophe Losses Ease and Earnings Outlook Strengthens
• Neutral Sentiment: Allstate said it lowered prices for ~7.8 million customers in 2025 to enhance value — good for retention and growth but potentially a headwind to premium revenue and near‑term top‑line. Allstate Enhances Customer Value, Lowers Prices for 7.8 Million Customers in 2025
• Neutral Sentiment: Industry/brand note — Allstate Peterbilt won a dealer award (limited direct market impact but positive for brand). Allstate Peterbilt wins Dealer of the Year honors
• Negative Sentiment: Revenue missed consensus — Q4 revenue was $14.57B vs. analyst expectations near $17.2B, which tempers the EPS story and could raise questions about sustainability of the top‑line. View Press Release

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on ALL shares. Cantor Fitzgerald reiterated a “neutral” rating and set a $220.00 target price on shares of Allstate in a report on Thursday. Zacks Research downgraded Allstate from a “strong-buy” rating to a “hold” rating in a report on Friday, December 19th. BMO Capital Markets upped their price target on Allstate from $235.00 to $244.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. The Goldman Sachs Group set a $227.00 price target on shares of Allstate in a research note on Wednesday, January 7th. Finally, Morgan Stanley restated an “equal weight” rating and issued a $215.00 price objective (down previously from $245.00) on shares of Allstate in a report on Tuesday, December 16th. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Allstate presently has an average rating of “Moderate Buy” and a consensus target price of $237.31.

Insider Buying and Selling

In other news, insider Suren Gupta sold 19,593 shares of the company’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $210.00, for a total transaction of $4,114,530.00. Following the transaction, the insider directly owned 100,646 shares of the company’s stock, valued at $21,135,660. This represents a 16.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. In the last quarter, insiders sold 48,400 shares of company stock worth $10,313,256. Company insiders own 1.70% of the company’s stock.

Hedge Funds Weigh In On Allstate

A number of institutional investors and hedge funds have recently modified their holdings of ALL. Guerra Pan Advisors LLC boosted its holdings in shares of Allstate by 1.5% in the second quarter. Guerra Pan Advisors LLC now owns 3,426 shares of the insurance provider’s stock worth $690,000 after buying an additional 49 shares during the last quarter. South Plains Financial Inc. raised its stake in Allstate by 41.5% during the 3rd quarter. South Plains Financial Inc. now owns 167 shares of the insurance provider’s stock worth $36,000 after acquiring an additional 49 shares during the period. Humankind Investments LLC lifted its stake in shares of Allstate by 4.5% during the 3rd quarter. Humankind Investments LLC now owns 1,191 shares of the insurance provider’s stock valued at $256,000 after buying an additional 51 shares in the last quarter. Focus Financial Network Inc. lifted its position in shares of Allstate by 1.1% in the third quarter. Focus Financial Network Inc. now owns 4,693 shares of the insurance provider’s stock valued at $1,012,000 after acquiring an additional 52 shares in the last quarter. Finally, Parkside Financial Bank & Trust raised its stake in Allstate by 4.7% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,189 shares of the insurance provider’s stock valued at $239,000 after purchasing an additional 53 shares during the period. 76.47% of the stock is currently owned by hedge funds and other institutional investors.

Allstate Trading Up 3.6%

The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.43 and a current ratio of 0.43. The company has a market capitalization of $56.17 billion, a PE ratio of 6.99, a PEG ratio of 0.44 and a beta of 0.23. The stock has a fifty day moving average of $203.97 and a 200 day moving average of $203.60.

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.