ALL

ALLSTATE CORP

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000899051
$216.60 +1.01% $55.8B
Vol
Market Cap$55.8B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders11 funds
Inst. Value$10.7B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$6.5M
SEC Reports1
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. DE·CIK 0000899051·Prev Close $214.44

Recent Activity

May 21, 2026 short_volume
Short Volume: ALL — 71.6% short (0.6M / 0.8M)
Short: 553,346 | Exempt: 181 | TRF Vol: 772,595 | Short Ratio: 71.6% | Off-exchange volume (dark poo
May 7, 2026 Insider
WILSON THOMAS J sold 10,461 shares
Chairman, President & CEO @ $0.00 ($0.00)
May 1, 2026 Insider
Rizzo Mario sold 18,578 shares
$92.80 ($1.7M)
May 1, 2026 Insider
Rizzo Mario sold 18,578 shares
$218.80 ($4.1M)
Mar 19, 2026 SEC
Allstate reported estimated catastrophe losses of $140 million ($111 million after-tax) for February 2026, bringing year
8-K — Impact 5/10
Inst.
NORGES BANK — NEW
2,552,457 shares ($531.3M)
Inst.
ARIEL INVESTMENTS, LLC — EXIT
0 shares ($0.00)

Price Targets

$241.86 +11.7% upside Buy
Current $216.60 Low $176.00 Median $243.50 High $295.00 22 analysts
$176.00 $295.00

Analyst Ratings

Hold59% buy · 29 analysts
7Strong Buy
10Buy
11Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 1, 2026 Citigroup MAINTAIN Neutral → Neutral
May 1, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.63 ▲ +4.6% $3.54 — $6.49 -22% YoY 20
Next Q $5.81 ▲ +5.1% $4.40 — $8.45 -48% YoY 20
Current FY $29.78 ▲ +15.5% $26.74 — $33.70 -14% YoY 22
Next FY $26.21 ▲ +1.6% $23.32 — $31.90 -12% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$6.9B
BANK OF AMERICA CORP$1.5B
MORGAN STANLEY$821.5M
NORGES BANK$531.3MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$376.5MNEW

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026WILSON THOMASG$0.00
May 1, 2026Rizzo MarioM$1.7M
May 1, 2026Rizzo MarioSELL$4.1M
May 1, 2026Rizzo MarioM$0.00
Apr 1, 2026KEANE MARGARETA$33.7K
11 institutional holders with $10.7B total value (51,285,870 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC33,221,772$6.9B64.8%
2BANK OF AMERICA CORP /DE/7,316,999$1.5B14.3%
3MORGAN STANLEY3,946,632$821.5M7.7%
4NORGES BANK2,552,457$531.3M5.0%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,808,923$376.5M3.5%NEW
6FMR LLC1,260,393$262.4M2.5%
7TWO SIGMA INVESTMENTS, LP504,900$105.1M1.0%DOUBLED +284.5%
8WELLS FARGO & COMPANY/MN399,643$83.2M0.8%
9RENAISSANCE TECHNOLOGIES LLC254,000$52.9M0.5%DOUBLED +128.9%
10Cullen Capital Management, LLC17,556$3.7M0.0%
11DODGE & COX2,595$540.1K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,552,457$531.3M2025-Q4
ARIEL INVESTMENTS, LLCEXIT69,7340-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED122,800281,100+128.9%$60.3M2025-Q3
ARIEL INVESTMENTS, LLCTRIM118,73769,734-41.3%$15.0M2025-Q3
NORGES BANKEXIT2,398,6370-100.0%$0.002025-Q3
NORGES BANKNEW2,398,637$482.9M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED149,044573,013+284.5%$115.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM344,300122,800-64.3%$24.7M2025-Q2
ARIEL INVESTMENTS, LLCTRIM177,344118,737-33.0%$23.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD194,000344,300+77.5%$71.3M2025-Q1
NORGES BANKEXIT1,786,1610-100.0%$0.002025-Q1
UBS Group AGADD1,107,0911,431,797+29.3%$276.0M2024-Q4
CITADEL ADVISORS LLCTRIM1,169,287329,421-71.8%$63.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM275,400194,000-29.6%$37.4M2024-Q4
ARIEL INVESTMENTS, LLCTRIM260,665183,116-29.8%$35.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,814,709$344.2M2024-Q3
13 unique insiders with 3 transactions. Net insider value: -$6.5M ($0.00 bought, $6.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026WILSON THOMAS JChairman, President & CEOG10,461$0.00$0.00
May 1, 2026Rizzo MarioM18,578$92.80$1.7M
May 1, 2026Rizzo MarioSELL18,578$218.80$4.1M
May 1, 2026Rizzo MarioM18,578$0.00$0.00
Apr 1, 2026KEANE MARGARET MDirectorA165$204.10$33.7K
Apr 1, 2026Perold Jacques PDirectorA208$204.10$42.5K
Apr 1, 2026TRAQUINA PERRY MDirectorA202$204.10$41.2K
Mar 20, 2026WILSON THOMAS JChairman, President & CEOG6,134$0.00$0.00
Mar 16, 2026WILSON THOMAS JChairman, President & CEOSELL2,139$207.65$444.2K
Mar 2, 2026WILSON THOMAS JChairman, President & CEOSELL9,284$211.86$2.0M
Feb 25, 2026Merten Jesse EM12,879$122.64$1.6M
Feb 25, 2026Merten Jesse EM12,879$0.00$0.00
Feb 24, 2026DeBiase Christine M.EVP, CLO and General CounselM728$0.00$0.00
Feb 24, 2026Rizzo MarioM1,271$0.00$0.00
Feb 24, 2026Rizzo MarioM1,271$0.00$0.00
Feb 24, 2026Prindiville Mark QM402$0.00$0.00
Feb 24, 2026Jeevanjee ZulfikarM565$0.00$0.00
Feb 24, 2026Gupta SurenM680$0.00$0.00
Feb 24, 2026Gupta SurenM680$0.00$0.00
Feb 24, 2026Ferren Eric KSVP, Controller, and CAOM221$0.00$0.00
Feb 24, 2026Ferren Eric KSVP, Controller, and CAOM221$0.00$0.00
Feb 24, 2026Dugenske John EChief Financial OfficerM1,033$0.00$0.00
Feb 24, 2026Brady ElizabethM476$0.00$0.00
Feb 24, 2026Brady ElizabethM476$0.00$0.00
Feb 24, 2026Merten Jesse EM1,201$0.00$0.00
Feb 24, 2026Prindiville Mark QM402$0.00$0.00
Feb 24, 2026Jeevanjee ZulfikarM565$0.00$0.00
Feb 24, 2026Dugenske John EChief Financial OfficerM1,033$0.00$0.00
Feb 24, 2026DeBiase Christine M.EVP, CLO and General CounselM728$0.00$0.00
Feb 24, 2026Merten Jesse EM1,201$0.00$0.00
Feb 21, 2026Rizzo MarioM1,832$0.00$0.00
Feb 21, 2026Rizzo MarioF769$206.37$158.7K
Feb 21, 2026Rizzo MarioM1,832$0.00$0.00
Feb 21, 2026Prindiville Mark QM571$0.00$0.00
Feb 21, 2026Prindiville Mark QF240$206.37$49.5K
Feb 21, 2026Prindiville Mark QM571$0.00$0.00
Feb 21, 2026Merten Jesse EM1,508$0.00$0.00
Feb 21, 2026Merten Jesse EF669$206.37$138.1K
Feb 21, 2026Merten Jesse EM1,508$0.00$0.00
Feb 21, 2026Jeevanjee ZulfikarM754$0.00$0.00
Feb 21, 2026Jeevanjee ZulfikarF333$206.37$68.7K
Feb 21, 2026Jeevanjee ZulfikarM754$0.00$0.00
Feb 21, 2026Gupta SurenM942$0.00$0.00
Feb 21, 2026Gupta SurenF396$206.37$81.7K
Feb 21, 2026Gupta SurenM942$0.00$0.00
Feb 21, 2026Dugenske John EChief Financial OfficerM1,558$0.00$0.00
Feb 21, 2026Dugenske John EChief Financial OfficerF691$206.37$142.6K
Feb 21, 2026Dugenske John EChief Financial OfficerM1,558$0.00$0.00
Feb 21, 2026DeBiase Christine M.EVP, CLO and General CounselM905$0.00$0.00
Feb 21, 2026DeBiase Christine M.EVP, CLO and General CounselF459$206.37$94.7K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 5.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (59% buy). Based on 29 analysts: 7 strong buy, 10 buy, 11 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$241.86 mean target +11.7% upside Buy (2.16)
$176.00 Low $295.00 High
MetricValue
Current Price$216.60
Target Low$176.00
Target Mean$241.86
Target Median$243.50
Target High$295.00
# Analysts22
RecommendationBuy (2.16)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.63 $3.54 $6.49 -22.1% +4.6% 12↑ 4↓ $17.3B 4.0% 20
Next Q
2026-09-30
$5.81 $4.40 $8.45 -47.9% +5.1% 11↑ 3↓ $17.5B 1.7% 20
Current FY
2026-12-31
$29.78 $26.74 $33.70 -14.5% +15.5% 22↑ 0↓ $70.5B 4.2% 22
Next FY
2027-12-31
$26.21 $23.32 $31.90 -12.0% +1.6% 15↑ 5↓ $73.6B 4.5% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.626
7d ago$4.659-0.034
30d ago$4.421+0.205
60d ago$4.477+0.149
90d ago$4.400+0.226
12 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 1, 2026 Citigroup MAINTAIN Neutral Neutral
May 1, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 8, 2026 Barclays MAINTAIN Underweight Underweight
Mar 20, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 20, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 11, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 10, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 9, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 Cantor Fitzgerald REITERATE Neutral Neutral
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 12, 2026 TD Cowen DOWNGRADE Buy Hold
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Dec 18, 2025 William Blair DOWNGRADE Outperform Market Perform
Dec 16, 2025 Mizuho INITIATE Outperform
Dec 16, 2025 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Nov 26, 2025 Roth Capital MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026710111059%
Apr 1, 2026710101061%
Mar 1, 202671191064%
Feb 1, 202671191064%
Jan 1, 202671281068%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 21, 2026
short_volume
Short Volume: ALL — 71.6% short (0.6M / 0.8M)
Short: 553,346 | Exempt: 181 | TRF Vol: 772,595 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ALL — 68.2% short (1.2M / 1.8M)
Short: 1,222,256 | Exempt: 221 | TRF Vol: 1,792,553 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ALL — 57.6% short (0.3M / 0.6M)
Short: 345,856 | Exempt: 650 | TRF Vol: 600,727 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ALL — 57.8% short (0.4M / 0.6M)
Short: 356,273 | Exempt: 529 | TRF Vol: 616,671 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: ALL — 56.8% short (0.6M / 1.1M)
Short: 645,381 | Exempt: 633 | TRF Vol: 1,137,038 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: ALL — 67.3% short (0.4M / 0.5M)
Short: 354,535 | Exempt: 0 | TRF Vol: 526,451 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: ALL — 60.7% short (0.4M / 0.6M)
Short: 356,254 | Exempt: 5 | TRF Vol: 586,463 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ALL — 68.1% short (0.4M / 0.5M)
Short: 373,583 | Exempt: 1,630 | TRF Vol: 548,770 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: ALL — 65.5% short (0.4M / 0.6M)
Short: 366,338 | Exempt: 0 | TRF Vol: 559,634 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: ALL — 65.8% short (0.5M / 0.8M)
Short: 540,293 | Exempt: 0 | TRF Vol: 821,729 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
ALL Q1 2026 Earnings After Market Close — 2026-04-29
Apr 27, 2026
dark_pool
Dark Pool: ALL — 2.2M shares, 69,509 trades
Week starting 2026-04-27. Total ATS volume: 2,156,580 shares across 69,509 trades.
Apr 20, 2026
dark_pool
Dark Pool: ALL — 1.7M shares, 49,008 trades
Week starting 2026-04-20. Total ATS volume: 1,686,727 shares across 49,008 trades.
Apr 16, 2026
short_volume
Short Volume: ALL — 64.5% short (0.4M / 0.6M)
Short: 359,996 | Exempt: 70 | TRF Vol: 558,473 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: ALL — 1.6M shares, 55,624 trades
Week starting 2026-04-13. Total ATS volume: 1,616,416 shares across 55,624 trades.