William Blair Comments on Allstate’s Q2 Earnings (NYSE:ALL)

The Allstate Co. (NYSE:ALL) – Equities research analysts at William Blair boosted their Q2 2025 EPS estimates for Allstate in a report issued on Thursday, May 1st. William Blair analyst A. Klauber now forecasts that the insurance provider will post earnings of $4.47 per share for the quarter, up from their previous forecast of $4.41. The consensus estimate for Allstate’s current full-year earnings is $18.74 per share. William Blair also issued estimates for Allstate’s Q4 2025 earnings at $6.96 EPS.

Other research analysts also recently issued reports about the stock. JPMorgan Chase & Co. lifted their target price on shares of Allstate from $217.00 to $222.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 8th. StockNews.com upgraded shares of Allstate from a “hold” rating to a “buy” rating in a research report on Thursday. Argus upgraded Allstate from a “hold” rating to a “buy” rating in a report on Monday, March 3rd. Evercore ISI upped their price target on Allstate from $227.00 to $230.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Keefe, Bruyette & Woods cut their price objective on Allstate from $240.00 to $228.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 9th. One analyst has rated the stock with a sell rating, one has assigned a hold rating, fourteen have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $221.60.

Allstate Price Performance

Shares of Allstate stock opened at $199.15 on Monday. The stock has a market capitalization of $52.80 billion, a P/E ratio of 11.72, a price-to-earnings-growth ratio of 1.01 and a beta of 0.32. Allstate has a one year low of $156.66 and a one year high of $212.91. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.36 and a quick ratio of 0.40. The business’s 50 day simple moving average is $198.49 and its two-hundred day simple moving average is $194.87.

Allstate (NYSE:ALL) last released its quarterly earnings data on Wednesday, April 30th. The insurance provider reported $3.53 EPS for the quarter, missing the consensus estimate of $3.98 by ($0.45). The company had revenue of $14.30 billion during the quarter, compared to analysts’ expectations of $16.41 billion. Allstate had a return on equity of 28.20% and a net margin of 7.28%. The firm’s quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $5.13 EPS.

Allstate Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 1st. Investors of record on Monday, March 10th were given a dividend of $1.00 per share. This is a boost from Allstate’s previous quarterly dividend of $0.92. This represents a $4.00 dividend on an annualized basis and a yield of 2.01%. The ex-dividend date of this dividend was Monday, March 10th. Allstate’s dividend payout ratio (DPR) is 27.32%.

Allstate declared that its Board of Directors has initiated a stock repurchase program on Wednesday, February 26th that permits the company to repurchase $1.50 billion in shares. This repurchase authorization permits the insurance provider to purchase up to 3% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In other Allstate news, CFO Jesse E. Merten sold 40,102 shares of the firm’s stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $186.53, for a total transaction of $7,480,226.06. Following the completion of the transaction, the chief financial officer now owns 18,115 shares of the company’s stock, valued at approximately $3,378,990.95. This trade represents a 68.88 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 1.80% of the stock is currently owned by insiders.

Institutional Trading of Allstate

Hedge funds and other institutional investors have recently made changes to their positions in the stock. VSM Wealth Advisory LLC bought a new stake in Allstate in the fourth quarter worth $25,000. Twin Tree Management LP bought a new position in shares of Allstate during the fourth quarter valued at $27,000. Hughes Financial Services LLC purchased a new position in shares of Allstate in the 1st quarter worth about $28,000. Vision Financial Markets LLC bought a new position in Allstate in the 4th quarter worth about $29,000. Finally, Hopwood Financial Services Inc. purchased a new stake in Allstate during the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 76.47% of the company’s stock.

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.