ALL
AllstatePrevious close
259.87
Change
+3.95 / +1.54%
Market Cap
$66.2B
1M
+17.13%
S&P 500 −0.91% over same period
Volume / Avg Volume
1.5M / 1.4M
1.06× average
Latest earnings analysisFY2026 Q2Reported 2026-08-05
Allstate Q2 2026: revenue up 11.8% to $18.60 billion, adjusted EPS $8.99
Allstate's second quarter of 2026 was strong on every reported line: revenue rose 11.8% to $18.60 billion, adjusted earnings per share of $8.99 blew past the $6.18 consensus, and $1.30 billion went back to shareholders. Our view is Bullish, but read the quality closely. The underlying Property-Liability combined ratio was essentially flat at 79.4, so much of the upside came from lower catastrophe losses and favorable reserve releases rather than a better core margin.
Read the full analysis →Revenue$18.60BYoY +11.80%
EPS (non-GAAP)$8.99Beatest. $6.18
Next-day move+3.98%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-05 | $18.6B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-29 | $16.9B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-04 | $17.3B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-05 | $17.3B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-30 | $16.6B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-30 | $16.5B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 7 of its 5-year rangeCheap
5-year range 4.8 – 36.4 · Median 11.0
Last 4 quarters: $2.5B in buybacks + $1.1B in dividends, 5.33% of market cap combined
P/E (TTM)
4.9
P/B
2.0
P/S
0.9
Dividend Yield
2.61%
Earnings Reaction
Over the last 6 reports, the stock moved ±3.0% on average on the first trading day after, rising 5 times
Most recent +3.98%
Volatility & Correlation
1-year beta -0.87 · Correlation with S&P 500 -0.38Low beta
Annualized volatility 28% vs. 12% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 2 · $23.8MNet selling $23.8M
- 08-11Rizzo MarioSell$14.9M56,225 shares · 2 trades · Avg price 264.48
- 08-07Dugenske John ESell$8.9M32,996 shares · 3 trades · Avg price 269.33
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 18.60 | +11.8% | — | 3.27 | 12.51 |
| FY2026 Q1 | 16.94 | +3.0% | — | 2.46 | 9.25 |
| FY2025 Q4 | 17.35 | +5.1% | — | — | 14.37 |
| FY2025 Q3 | 17.26 | +3.8% | — | 3.75 | 13.95 |
| FY2025 Q2 | 16.63 | +5.8% | — | 2.11 | 7.76 |
| FY2025 Q1 | 16.45 | +7.8% | — | 0.60 | 2.11 |
| FY2024 Q4 | 16.51 | +11.3% | — | — | 7.07 |
| FY2024 Q3 | 16.63 | +14.7% | — | 1.19 | 4.33 |
| FY2024 Q2 | 15.71 | +12.4% | — | 0.33 | 1.13 |
| FY2024 Q1 | 15.26 | +10.7% | — | 1.22 | 4.46 |
| FY2023 Q4 | 14.83 | +8.7% | — | — | 5.52 |
| FY2023 Q3 | 14.50 | +9.8% | — | -0.01 | -0.16 |