Allstate (ALL)
Sells personal auto and home insurance alongside consumer, vehicle, and identity protection.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | Mizuho Securities | Target | Target: $297 | Target: $300 |
| Sep 16, 2026 | Mizuho Securities | Target | Target: $272 | Target: $297 |
| Aug 28, 2026 | Argus Research | Downgrade | Target: $155 | Target: $238 |
| Aug 20, 2026 | Keefe, Bruyette & Woods | Downgrade | ||
| Aug 11, 2026 | Morgan Stanley | Target | Target: $240 | Target: $265 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $5.71B · Total debt $7.49B · Total assets $124.76B · Shareholders' equity $33.70B
- Revenue
- $18.60B
- Operating income
- $4.24B
- Net income
- $3.27B
HistoryDividendAnnual yield
| Institutions | 85.07% | 215.11M shares | |
|---|---|---|---|
| 1,809 holders · as of Jun 30, 2026 | |||
| Insiders | 0.31% | 785.2K shares | |
| 19 holders · as of Sep 8, 2026 | |||
| Other | 14.62% | 36.97M shares | |
| remainder | |||
252.86M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.04% | 22.86M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.65% | 16.81M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.38% | 13.61M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.95% | 12.51M | as of Jun 30, 2026 |
Franklin Resources IncInstitution | 3.44% | 8.70M | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Allstate | $230.73 | −5.00% | $62.52B | 4.8 | 8.2 | 0.9 | −7.2% |
| Progressive | $206.89 | −2.52% | $123.40B | 10.6 | 12.5 | 1.4 | +5.0% |
| Travelers | $362.75 | −2.26% | $77.41B | 9.9 | 12.1 | 1.6 | −4.8% |
| Chubb | $336.46 | −0.24% | $130.11B | 11.9 | 12.0 | 2.1 | −1.3% |
| The Hartford | $129.57 | −0.89% | $35.84B | 8.5 | 9.9 | 1.2 | +4.0% |
| Mercury General | $97.90 | −2.43% | $5.56B | 5.9 | 8.2 | 0.9 | +5.5% |
| Kemper | $26.44 | −0.41% | $1.56B | — | 8.5 | 0.3 | −11.0% |
| Median | 9.9 | 11.0 | 1.3 | +1.3% |