The Allstate Corporation

New York Stock Exchange
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Bullish +68

Here's What to Expect From Allstate's Next Earnings Report

📅 Allstate Corporation (ALL) is expected to announce its fiscal Q1 2026 results after market close on Wednesday, Apr. 29.

💰 Analysts forecast an adjusted EPS of $7.70 for the upcoming quarter, representing a significant 118.1% increase from the year-ago quarter's $3.53.

📈 The company has surpassed Wall Street's earnings estimates in four consecutive quarters leading up to this report.

💸 For fiscal 2026, full-year analysts expect an adjusted EPS of $26.15, which would be down 24.9% from the previous year's $34.83.

📉 Stock performance over the past 52 weeks shows a 14.8% gain for Allstate, lagging behind both the S&P 500 (35.8%) and the Financial Select Sector ETF (16.6%).

🚀 Previous Q4 2025 results saw shares rise 3.9% on adjusted EPS of $14.31, with capital return initiatives including an 8% dividend increase to $1.08 per share and a new $4 billion buyback program.

🛠️ Underwriting performance showed significant improvement in Q4 2025, with Property-Liability income reaching $4.01 billion and Protection Auto income at $1.85 billion.

📊 Investor sentiment is cautiously optimistic, reflected by a "Moderate Buy" consensus rating among the 24 analysts currently covering the stock.

👥 The analyst breakdown includes 12 "Strong Buy" recommendations, nine "Hold" suggestions, and two "Strong Sell" ratings.

🎯 The average analyst price target is set at $241.59, suggesting a potential upside of 14.3% from current market levels.

🏢 Allstate operates through multiple segments across the United States and Canada via agents, contact centers, and digital platforms under several well-known brands.

💵 The company currently holds a market capitalization of $54.6 billion.

Bullish Signals
  • Shares of Allstate rose 3.9% following its Q4 2025 results on Feb. 4, with adjusted EPS of $14.31 far exceeding the analyst estimate and rising from $7.67 a year earlier.
  • Investor sentiment was further boosted by capital return initiatives, including an 8% dividend increase to $1.08 per share and the announcement of a $4 billion share buyback program.
  • Significantly improved underwriting performance such as Property-Liability income jumping to $4.01 billion and Protection Auto income rising to $1.85 billion.
  • The Northbrook, Illinois-based company has surpassed Wall Street's earnings estimates in the last four quarters before its fiscal Q1 2026 results announcement.
  • Analysts have a 'Moderate Buy' rating overall on Allstate stock, with 12 out of 24 analysts recommending 'Strong Buy'.
  • The average analyst price target is $241.59, indicating a potential upside of 14.3% from the current levels.
Risk Factors
  • For fiscal 2026, analysts expect adjusted EPS of $26.15, representing a significant 24.9% decline from the $34.83 reported in fiscal 2025.
  • Allstate shares are lagging the broader market, having returned only 14.8% over the past 52 weeks compared to the S&P 500 Index's 35.8% increase and the Financial Select Sector SPDR ETF's 16.6% return.
  • Only 9 out of 24 analysts covering the stock suggest a 'Hold' or 'Strong Sell', while 12 recommend 'Strong Buy' and one recommends 'Moderate Buy', indicating mixed sentiment with bearish voices present.
  • The article includes irrelevant promotional content for unrelated stocks like Google and Penny Stock Xiao-I, which distracts from Allstate's specific performance metrics.
  • Shares of Allstate rose following Q4 2025 results, but the upcoming Q1 2026 earnings are expected to show a significant decline in adjusted EPS compared to fiscal 2025.
Full Analysis
Allstate Corporation (ALL), based in Northbrook, Illinois, holds a market capitalization of $54.6 billion and operates as a U.S.-based insurer offering property and casualty insurance across the United States and Canada. The company is scheduled to release its fiscal Q1 2026 earnings report after the market closes on Wednesday, April 29. Ahead of this announcement, analysts forecast an adjusted earnings per share (EPS) of $7.70 for the quarter, representing a significant increase of 118.1% compared to the $3.53 reported in the same period last year. Allstate has exceeded Wall Street's earnings estimates in each of the last four quarters, demonstrating consistent performance despite broader market conditions. Looking at the full fiscal picture for 2026, analysts expect the insurer to report an adjusted EPS of $26.15, which is projected to be down 24.9% from the $34.83 reported in fiscal 2025. Over the past 52 weeks, Allstate shares have gained 14.8%, underperforming compared to the S&P 500 Index's 35.8% increase and the State Street Financial Select Sector SPDR ETF's (XLF) 16.6% return. The company saw notable momentum following its Q4 2025 results released on February 4, where shares rose 3.9% and adjusted EPS hit $14.31, significantly beating estimates. Investor sentiment was reinforced by capital return initiatives, including an 8% dividend hike to $1.08 per share and a new $4 billion share buyback program, alongside improved underwriting performance such as Property-Liability income reaching $4.01 billion. The consensus analyst rating for Allstate remains cautiously optimistic, characterized as a "Moderate Buy." Of the 24 analysts covering the stock, 12 have issued "Strong Buy" recommendations, while nine suggest a "Hold," one is "Moderate Buy," and two are "Strong Sell." The average price target among these analysts stands at $241.59, implying potential upside of 14.3% from current levels. Despite the positive outlook following recent strong quarterly results and capital initiatives, investors will be closely watching how Q1 2026 performance plays out against the backdrop of lower full-year fiscal expectations for 2026 compared to the prior year.