ALLAllstate Corp.
Allstate Corp (ALL) is a dominant player in the U.S. insurance sector, offering a broad portfolio of personal and commercial insurance products, including auto, home, and life insurance. The next catalyst for the stock is Sep 22, 2026 — NTRA Stock Hits All-Time High, which will test the company’s ability to sustain its recent earnings momentum and capitalize on market share gains in the auto and homeowners insurance segments.
- Revenue reached $69.42B in 2026, with net income of $11.58B and diluted EPS of $12.51, reflecting strong profitability.
- Free cash flow (TTM) of $20.36B underscores the company’s robust cash generation and financial flexibility.
- Net margin (TTM) of 16.7% highlights disciplined cost management and pricing power.
The schedule
- Thu5Nov
This earnings print will test the company's ability to manage underwriting losses and maintain profitability amid rising interest rates and a volatile market. The outcome will be critical for assessing the company's capital structure and dividend sustainability.
- Tue9Feb
This earnings print will be a key test of the company's ability to deliver consistent results and manage its balance sheet amid a challenging macroeconomic environment.
- Wed28Apr
This print will test the company's ability to adapt to evolving market conditions and deliver on its long-term strategic goals.
- Wed4Aug
This earnings print will be a critical test of the company's resilience and ability to navigate a complex macroeconomic landscape.
Past
- Tue22Sep
This event will test the market's appetite for the stock as it reaches a new high, potentially reflecting confidence in the company's long-term growth prospects.
- Tue15Sep
Actual outcome: Bear · $221.95 at outcome
The stock fell 10.8% following the peak of the Atlantic hurricane season, as catastrophe losses exceeded expectations, significantly impacting underwriting results and capital reserves. The market reacted negatively to the heightened risk exposure and the company's inability to manage losses effectively, leading to a sharp decline below the bear floor.
The peak of the Atlantic hurricane season presents a potential risk for the company, as it could lead to significant catastrophe losses that impact underwriting results and capital reserves. This event is important for understanding the company's exposure to natural disasters and its ability to manage such risks effectively. The market will be watching closely for any signs of increased losses or changes in the company's risk management approach.
- Thu6Aug
Actual outcome: Bull · $269.67 at outcome
Allstate (ALL) beat earnings estimates with an EPS of $9.36, matching the estimate of $9.36. However, the stock fell 2.4% following the earnings release, likely due to mixed guidance and concerns over underwriting pressures, which tempered the positive earnings outcome.
Allstate (ALL) beat earnings estimates with an EPS of $9.36, matching the estimate of $9.36. However, the stock fell 2.4% following the earnings release, likely due to mixed guidance and concerns over underwriting pressures, which tempered the positive earnings outcome.
- Wed29Apr
Actual outcome: Mixed · $213.15 at outcome
Allstate reported strong Q1 2026 results, highlighted by a significant profit surge driven by robust underwriting, higher premiums, and gains in the auto and homeowners insurance markets. Despite the positive headline numbers and increased analyst forecasts, the stock experienced a muted reaction, falling just 1.6% in the week following the report, indicating that the strong performance was largely priced in by the market.
Allstate reported strong Q1 2026 results, highlighted by a significant profit surge driven by robust underwriting, higher premiums, and gains in the auto and homeowners insurance markets. Despite the positive headline numbers and increased analyst forecasts, the stock experienced a muted reaction, falling just 1.6% in the week following the report, indicating that the strong performance was largely priced in by the market.
- Wed25Mar
Actual outcome: Bull · $218.23 at outcome
Allstate reported estimated catastrophe losses of $140 million for February, a figure that signaled fundamental stability but lacked the momentum to drive the stock toward the bull target. While the company benefited from positive earnings estimate revisions, the stock's upward movement was capped by institutional selling from major holders like CalPERS, leaving the price stagnant
Allstate reported estimated catastrophe losses of $140 million for February, a figure that signaled fundamental stability but lacked the momentum to drive the stock toward the bull target. While the company benefited from positive earnings estimate revisions, the stock's upward movement was capped by institutional selling from major holders like CalPERS, leaving the price stagnant
- Fri20Feb
Actual outcome: Bull · $204.73 at outcome
Allstate delivered a substantial Q4 EPS beat ($14.31 vs. $9.83 estimate), confirming the success of its profit turnaround strategy. The strength was driven by the Property-Liability unit, where higher earned premiums and lower catastrophe losses validated that 2025 rate increases had successfully offset inflation. This strong fundamental performance and confirmation of manageable losses drove the stock to a new 52-week high immediately following the report, aligning with bull case expectations.
Allstate delivered a substantial Q4 EPS beat ($14.31 vs. $9.83 estimate), confirming the success of its profit turnaround strategy. The strength was driven by the Property-Liability unit, where higher earned premiums and lower catastrophe losses validated that 2025 rate increases had successfully offset inflation. This strong fundamental performance and confirmation of manageable losses drove the stock to a new 52-week high immediately following the report, aligning with bull case expectations.
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