Allstate
Sells personal auto and home insurance alongside consumer, vehicle, and identity protection.
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Profile
Earns premiums from personal auto, homeowners, and specialty insurance sold through agents and direct channels, primarily under the Allstate and National General brands. Protection plans and related services add premiums and service revenue, while state rate regulation and catastrophe losses shape underwriting results.
Sells personal auto, homeowners, renters, and specialty insurance primarily across the United States under the Allstate and National General brands. Combines exclusive agents, independent agents, and direct channels with underwriting and claims data to reach distinct customer groups and price risk. The operating mix now centers on Allstate Protection and Protection Services after the sale of employer voluntary benefits and group health.
Provides consumer electronics and appliance protection plans, roadside assistance, vehicle-dealer protection products, identity protection, and Arity telematics services. These offerings operate mostly in the United States and Canada, with protection plans extending into Europe and Asia. Insurance pricing, policy forms, capital, and claims practices are regulated primarily by individual states, and homeowners results remain exposed to weather-driven catastrophe losses.
Company facts
Key statistics
Year to date +27.9% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Argus Research | Target | $155 | $238 | ||
| Aug 20, 2026 | Keefe, Bruyette & Woods | Downgrade | Market Perform | Underperform | ||
| Aug 11, 2026 | Morgan Stanley | Target | $240 | $265 | ||
| Aug 11, 2026 | Raymond James | Reiterate | Strong Buy | $300 | $315 | |
| Aug 11, 2026 | Citigroup | Downgrade | Neutral | Sell |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $6.06 | $8.99 | +48.3% | $15.46B | $15.43B | −0.2% | +3.98% |
| Apr 29, 2026Q1 FY26 | $7.31 | $10.65 | +45.7% | $15.07B | $14.63B | −2.9% | +2.32% |
| Feb 4, 2026Q4 FY25 | $9.83 | $14.31 | +45.6% | $14.53B | $14.57B | +0.3% | +3.90% |
| Nov 5, 2025Q3 FY25 | $7.67 | $11.17 | +45.6% | $15.68B | $17.06B | +8.8% | +1.67% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $16.26B | $16.55B | $17.06B | $16.59B | $16.94B | $18.60B | |
| Gross profit | $3.03B | $4.03B | $6.24B | $8.79B | $7.68B | $6.46B | |
| Operating income | $719.0M | $2.70B | $4.82B | $4.92B | $3.21B | $4.24B | |
| Net income | $595.0M | $2.11B | $3.75B | $3.83B | $2.46B | $3.27B | |
| Diluted EPS | $2.11 | $7.76 | $13.95 | $14.37 | $9.25 | $12.51 | |
| Gross margin | 18.6% | 24.4% | 36.6% | 53.0% | 45.3% | 34.7% | |
| Operating margin | 4.4% | 16.3% | 28.2% | 29.6% | 18.9% | 22.8% |
Fiscal years (4-quarter sums)FY21 $48.21B · FY22 $50.48B · FY23 $56.59B · FY24 $63.52B · FY25 $66.46B
Revenue by product · Q1 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $5.71B · Total debt $7.49B · Total assets $124.76B · Shareholders' equity $33.70B
Dividends
Raised for 16 straight years — most recently to $1.08 from $1.00 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jul 1 | $1.08 | |
| Mar 2, 2026 | Mar 2 | Apr 1 | $1.08 | raised from $1.00 |
| Dec 1, 2025 | Dec 1 | Jan 2 | $1.00 | |
| Aug 29, 2025 | Aug 29 | Oct 1 | $1.00 | |
| Jun 9, 2025 | Jun 9 | Jul 1 | $1.00 | |
| Mar 10, 2025 | Mar 10 | Apr 1 | $1.00 | raised from $0.92 |
| Nov 29, 2024 | Nov 29 | Jan 2 | $0.92 | |
| Aug 30, 2024 | Aug 30 | Oct 1 | $0.92 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 257.42M · Float 255.85M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 22.86M | 8.88% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 16.81M | 6.53% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 13.61M | 5.29% | 13F | Aug 13, 2026 |
| State Street Corp | 12.51M | 4.86% | 13F | Aug 7, 2026 |
| Franklin Resources Inc | 8.70M | 3.38% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Mario Rizzo | other: Chief Operating Officer-AIC | −56,225 | $264.48 |
| Aug 7, 2026 | John E. Dugenske | other: Pres, Invest. & Corp. Strategy | −32,996 | $269.33 |
| Jun 1, 2026 | Andrea Redmond | director | −2,225 | $202.91 |
| May 22, 2026 | Mark Q. Prindiville | other: Former Section 16 officer | −1,550 | $216.27 |
| May 1, 2026 | Mario Rizzo | other: Chief Operating Officer-AIC | −18,578 | $218.80 |
Peers
- Progressive
#2 US auto insurer; dual direct + IA channel; Snapshot telematics
- Travelers
Top P&C carrier; personal auto + homeowners via IA; $43B NWP
- Chubb
#1 high-net-worth personal lines; 60% HNW market share
- The Hartford
AARP-exclusive auto + homeowners carrier; #5 direct personal lines
- Mercury General
California IA personal auto + homeowners; 11-state footprint
- Kemper
Non-standard auto specialist; overlaps National General channel
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Allstate | $260.58 | −0.03% | $67.08B | 5.2 | 9.2 | 1.0 | −7.2% |
| Progressive | $217.33 | −0.61% | $127.12B | 11.0 | 13.3 | 1.4 | −4.2% |
| Travelers | $372.15 | +0.62% | $77.15B | 9.9 | 12.4 | 1.6 | −4.8% |
| Chubb | $340.37 | +0.13% | $131.14B | 12.0 | 12.2 | 2.1 | −1.3% |
| The Hartford | $137.85 | −0.49% | $37.98B | 9.0 | 10.6 | 1.3 | +4.0% |
| Mercury General | $102.97 | 0.00% | $5.70B | 6.1 | 8.6 | 0.9 | +5.5% |
| Kemper | $27.93 | 0.00% | $1.64B | — | 8.9 | 0.4 | −11.0% |
| Median | 9.9 | 11.4 | 1.4 | −2.7% |