PRNewsWire·6d ago
August 2026 Monthly ReleaseNORTHBROOK, Ill., Sept. 17, 2026 /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) today announced estimated catastrophe losses for the month of August of $748 million or $591 million, after-tax.
Allstate's aggressive rate hikes and disciplined underwriting have driven a dramatic margin recovery, with the combined ratio improving to 77.2% in 2026Q2 from 97.2% in 2024Q2, fueling a 61.2% year-over-year EPS surge. The company's equity base has expanded 40...
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Revenue growth accelerated to 12.4% year-over-year in 2026Q2, with the combined ratio improving to 77.2% from 83.7% a year earlier, driving EPS of $12.51.
The bull case hinges on continued AI advancements driving new investment cycles. Analysts project the AI‑led rally to persist through 2026, supported by supportive monetary policies and emerging market opportunities. This trend is expected to sustain higher corporate earnings and capital expenditures.
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Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $8.99+48.3% vs $6.06 | $15.4B-0.2% vs $15.5B |
Q2 2026 Apr 29, 2026 | $10.65+45.7% vs $7.31 | $14.6B-2.9% vs $15.1B |
Q1 2026 Feb 4, 2026 | $14.31+45.6% vs $9.83 | $14.6B+0.3% vs $14.5B |
Q4 2025 Nov 5, 2025 | $11.17+45.6% vs $7.67 | $17.1B+8.8% vs $15.7B |
NORTHBROOK, Ill., Sept. 17, 2026 /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) today announced estimated catastrophe losses for the month of August of $748 million or $591 million, after-tax.
Allstate is rated Buy, with shares trading at just over 9x 2027–2028 earnings, reflecting already-discounted profit normalization. Current profitability is exceptionally strong, with Q2 combined ratio at 86.6% and auto at 83.3%, but margins are expected to revert toward historical averages. Policy growth has resumed, aided by increased advertising, while investment income now contributes significantly to EPS and offsets underwriting volatility.
NORTHBROOK, Ill., Sept. 15, 2026 /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) declared approximately $29.3 million in aggregate dividends on three series of preferred stock for the dividend period from July 15, 2026, through Oct. 14, 2026.
Bank of America Corp DE acquired a new position in shares of The Allstate Corporation (NYSE: ALL) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,927,387 shares of the insurance provider's stock, valued at approximately $1,410,362,000.
Benchmark ALL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Allstate Corporation (ALL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $225.66 | $58.09B | 5.91 | 4.64% | 15.47% | 39.58% | 1.73% | |
| $203.13 | $119.22B | 10.56 | 16.32% | 12.93% | 35.45% | — | |
| $360.39 | $75.17B | 13.14 | 5.17% | 16.95% | 25.62% | — | |
| $126.59 | $34.7B | 9.50 | 7.1% | 15.03% | 22.99% | — | |
| $335.21 | $130.01B | 13.03 | 6.47% | 18.06% | 14.09% | — | |
| $47.11 | $12.75B | 10.04 | 5.1% | 8.99% | 11.99% | — |
The Allstate Corporation (ALL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Allstate Corporation (ALL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 16, 2026·SEC
Jul 14, 2026·SEC
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The Allstate Corporation (ALL) stock FAQ — growth, dividends, profitability & financials explained
The Allstate Corporation (ALL) grew revenue by 4.6% over the past year. Growth has been modest.
Yes, The Allstate Corporation (ALL) is profitable, generating $13.31B in net income for fiscal year 2025 (15.5% net margin).
Yes, The Allstate Corporation (ALL) pays a dividend with a yield of 1.73%. This makes it attractive for income-focused investors.
The Allstate Corporation (ALL) has a return on equity (ROE) of 39.6%. This is excellent, indicating efficient use of shareholder capital.
The Allstate Corporation (ALL) has a combined ratio of 80.2%. A ratio below 100% indicates underwriting profitability.
