ALL ALLSTATE CORP

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed Jun 18, 2026 Processed 2d 21h ago SEC 0000899051-26-000096
8-K context-dependent: Items 7.01

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Executive Summary

Allstate disclosed estimated May 2026 catastrophe losses of $289M pre-tax ($228M after-tax) and reported total policies in force of 38.8M, up 2.4% YoY. This is the final monthly catastrophe loss release; future reporting will shift to quarterly. The disclosure is routine and does not contain earnings or guidance.

Actionable Insight

Monitor Q2 2026 earnings for full catastrophe loss impact on combined ratio and underwriting profitability. The shift to quarterly reporting reduces near-term transparency on loss trends.

Key Facts

  • May 2026 estimated catastrophe losses: $289M pre-tax ($228M after-tax)
  • Combined April+May 2026 catastrophe losses: $1.16B pre-tax ($915M after-tax)
  • Total policies in force: 38.8M, up 2.4% YoY (Auto +2.7%, Homeowners +2.6%)
  • This is the last monthly catastrophe loss release; future reporting will be quarterly

Financial Impact

May catastrophe losses of $289M pre-tax; combined two-month total $1.16B pre-tax. No impact on revenue or earnings guidance provided.

catastrophe lossespolicies in force

Risk Factors

  • Elevated catastrophe losses from severe weather could pressure underwriting margins
  • Reduced disclosure frequency may delay market reaction to loss trends

Market Snapshot

Exchange
NYSE
Sector
Fire, Marine & Casualty Insurance
Analyst Consensus
57% bullish (30 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000899051-26-000096
Exhibit: exhibit99newsrelease061826.htm0000899051-26-000096
Document: 0000899051-26-000096-index-headers.html0000899051-26-000096
Document: 0000899051-26-000096-index.html0000899051-26-000096
Document: 0000899051-26-000096.txt0000899051-26-000096
6 reports for ALL
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for ALL — sortable, filterable
Type Now
Jun 18, 2026
2d ago
8-K
NEUTRAL ★ 3/10
$221.65 awaiting T+5awaiting T+5$221.17 (−0.22%)
May 21, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$25.91 $25.86▼ −0.19%▼ −2.04%$221.17 (+753.61%)
Apr 29, 2026
7w ago
8-K
BULLISH ★ 7/10
$26.19 $26.13▼ −0.23%▼ −1.96%$221.17 (+744.48%)
Apr 16, 2026
9w ago
8-K
BEARISH ★ 6/10
$25.89 $25.98▼ −0.35%▲ +0.64%$221.17 (−754.27%)
Apr 10, 2026
10w ago
DEFA14A
NEUTRAL ★ 2/10
$25.88 $25.99▲ +0.42%▼ −2.87%$221.17 (+754.60%)
Mar 19, 2026
13w ago
8-K
MIXED ★ 5/10
$203.92 $207.01▲ +1.52%▲ +3.73%$221.17 (+8.46%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (28h 45m)

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