ALL ALLSTATE CORP

NEUTRAL Impact: 4/10 8-K
Horizon days Filed May 21, 2026 Processed 24d 22h ago SEC 0000899051-26-000079
8-K context-dependent: Items 7.01
Latest settled — T+5d
ALL-PB ▼ -0.19% at T+5d
NEUTRAL call ✗ call lost -0.19% · α vs SPY -2.04% · entry $25.91 → $25.86
Next anchor: T+20d in 7d
Last close $221.63 (close Jun 12) · +755.38% from $25.91 entry
Entry anchored
May 21, 2026
via day open
T+1d
+0.29%
call +0.29% · α -0.16%
$25.99
settled 24d ago
T+5d
-0.19%
call -0.19% · α -2.04%
$25.86
settled 17d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

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Executive Summary

Allstate disclosed estimated April 2026 catastrophe losses of $870 million ($687 million after-tax) from 10 wind and hail events, with ~70% of losses tied to two events. Total Allstate Protection policies in force grew 2.3% YoY to 38.667 million, and the company announced it will stop monthly policy-in-force reporting after next month, moving to quarterly disclosure in earnings releases.

Actionable Insight

April cat losses of $870M are elevated but not unprecedented for Allstate; monitor Q2 earnings for combined ratio impact and whether elevated storm frequency persists. The shift to quarterly policy reporting reduces monthly transparency but is consistent with industry practice.

Key Facts

  • April 2026 estimated catastrophe losses of $870 million pre-tax ($687 million after-tax) from 10 wind and hail events
  • Approximately 70% of catastrophe losses related to two events
  • Total Allstate Protection policies in force of 38.667 million at April 30, 2026, up 2.3% YoY and 0.2% MoM
  • Auto policies in force up 2.5% YoY; Homeowners up 2.5% YoY; Commercial lines down 2.7% YoY
  • Company will discontinue monthly policy-in-force reporting after next month, moving to quarterly disclosure in earnings releases

Financial Impact

April catastrophe losses of $870 million pre-tax ($687 million after-tax) — a material but routine monthly disclosure for a P&C insurer

catastrophe lossespolicies in force

Risk Factors

  • Elevated catastrophe loss frequency could pressure underwriting margins in Q2
  • Reduced monthly policy data transparency may reduce near-term trading signals

Market Snapshot

Exchange
NYSE
Sector
Fire, Marine & Casualty Insurance

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0000899051-26-000079
Exhibit: exhibit99newsrelease052126.htm0000899051-26-000079
Document: 0000899051-26-000079-index-headers.html0000899051-26-000079
Document: 0000899051-26-000079-index.html0000899051-26-000079
Document: 0000899051-26-000079.txt0000899051-26-000079
5 reports for ALL
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Type Now
May 21, 2026
24d ago
8-K
NEUTRAL ★ 4/10
$25.91 $25.86▼ −0.19%▼ −2.04%$221.63 (+755.38%)
Apr 29, 2026
6w ago
8-K
BULLISH ★ 7/10
$26.19 $26.13▼ −0.23%▼ −1.96%$221.63 (+746.24%)
Apr 16, 2026
8w ago
8-K
BEARISH ★ 6/10
$25.89 $25.98▼ −0.35%▲ +0.64%$221.63 (−756.04%)
Apr 10, 2026
9w ago
DEFA14A
NEUTRAL ★ 2/10
$25.88 $25.99▲ +0.42%▼ −2.87%$221.63 (+756.38%)
Mar 19, 2026
12w ago
8-K
MIXED ★ 5/10
$203.92 $207.01▲ +1.52%▲ +3.73%$221.63 (+8.69%)
Showing 5 of 5

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