Roth Capital Has Positive Outlook for Allstate Q1 Earnings

The Allstate Corporation (NYSE:ALL) – Roth Capital boosted their Q1 2026 earnings per share estimates for shares of Allstate in a report released on Wednesday, November 26th. Roth Capital analyst H. Fong now anticipates that the insurance provider will earn $7.19 per share for the quarter, up from their previous estimate of $7.05. Roth Capital currently has a “Buy” rating and a $240.00 target price on the stock. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. Roth Capital also issued estimates for Allstate’s Q2 2026 earnings at $3.55 EPS, Q3 2026 earnings at $5.26 EPS, Q4 2026 earnings at $7.54 EPS, FY2026 earnings at $23.55 EPS and FY2027 earnings at $25.50 EPS.

Several other brokerages have also recently commented on ALL. Jefferies Financial Group increased their price target on shares of Allstate from $254.00 to $255.00 and gave the stock a “buy” rating in a research report on Monday, August 11th. JPMorgan Chase & Co. upped their price objective on Allstate from $254.00 to $260.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Wells Fargo & Company lifted their target price on Allstate from $202.00 to $216.00 and gave the stock an “equal weight” rating in a research report on Friday, November 7th. Morgan Stanley boosted their price target on Allstate from $235.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, August 1st. Finally, BMO Capital Markets raised their price objective on Allstate from $235.00 to $244.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Allstate presently has a consensus rating of “Moderate Buy” and a consensus target price of $237.92.

Allstate Price Performance

Shares of ALL stock opened at $213.92 on Thursday. The firm has a fifty day moving average of $204.37 and a two-hundred day moving average of $202.28. The firm has a market cap of $55.98 billion, a P/E ratio of 10.06, a P/E/G ratio of 0.69 and a beta of 0.35. Allstate has a 1-year low of $176.00 and a 1-year high of $215.89. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.43 and a quick ratio of 0.43.

Allstate (NYSE:ALL) last issued its quarterly earnings results on Wednesday, November 5th. The insurance provider reported $11.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.48 by $5.69. The business had revenue of $17.26 billion during the quarter, compared to analyst estimates of $16.59 billion. Allstate had a net margin of 8.79% and a return on equity of 28.74%. The business’s revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.91 earnings per share.

Hedge Funds Weigh In On Allstate

Hedge funds and other institutional investors have recently modified their holdings of the company. Brighton Jones LLC boosted its stake in Allstate by 60.2% during the 4th quarter. Brighton Jones LLC now owns 6,500 shares of the insurance provider’s stock valued at $1,253,000 after purchasing an additional 2,443 shares during the period. Revolve Wealth Partners LLC acquired a new stake in shares of Allstate in the fourth quarter valued at approximately $231,000. Cetera Investment Advisers raised its holdings in shares of Allstate by 3.2% during the first quarter. Cetera Investment Advisers now owns 61,133 shares of the insurance provider’s stock valued at $12,659,000 after buying an additional 1,917 shares during the last quarter. LPL Financial LLC boosted its position in shares of Allstate by 4.8% during the first quarter. LPL Financial LLC now owns 262,190 shares of the insurance provider’s stock worth $54,292,000 after buying an additional 11,979 shares during the period. Finally, Pinnacle Wealth Management Advisory Group LLC bought a new position in Allstate in the 1st quarter worth approximately $201,000. Institutional investors and hedge funds own 76.47% of the company’s stock.

Insider Transactions at Allstate

In related news, insider Suren Gupta sold 21,871 shares of the company’s stock in a transaction 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 completion of the transaction, the insider directly owned 100,646 shares in the company, valued at $21,660,025.66. This represents a 17.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last ninety days, insiders sold 24,271 shares of company stock worth $5,222,986. Insiders own 1.70% of the company’s stock.

Allstate Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 2nd. Investors of record on Monday, December 1st will be issued a $1.00 dividend. The ex-dividend date of this dividend is Monday, December 1st. This represents a $4.00 annualized dividend and a dividend yield of 1.9%. Allstate’s dividend payout ratio (DPR) is 12.95%.

Allstate Company Profile

The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. It operates in five segments: Allstate Protection; Protection Services; Allstate Health and Benefits; Run-off Property-Liability; and Corporate and Other segments.