The Allstate Corporation's Stock Analysis

Allstate Annual Meeting Results and Key Votes Summary

The Allstate held its annual stockholders meeting on May 22, 2026, where eleven directors were elected for one-year terms, set to expire at the 2027 annual meeting. All proposals, including the election of directors, an advisory vote on executive compensation, and the ratification of Deloitte & Touche LLP as the independent registered public accountant for 2026, received majority approval from the shareholders present at the meeting.

A shareholder proposal requesting a report on the use of ESG and DEI metrics in executive compensation did not achieve majority support and was therefore not approved. The voting results reflect shareholder sentiment on both governance and compensation matters, which could be relevant for investors monitoring corporate governance practices.

May 27, 2026 16:52:43

Allstate Reports April Catastrophe Losses of $870 Million

The Allstate Corporation announced estimated catastrophe losses of $870 million for April 2026, with an after-tax impact of $687 million. These losses were attributed to 10 wind and hail events, with approximately 70% of the losses stemming from two significant events.

Allstate has reported consistent year-over-year growth in policies in force since March 2025, increasing market share in auto insurance across 57% of states and homeowners insurance in 83% of states. The company will change how it reports policies in force, with future updates available quarterly in earnings releases instead of monthly.

May 21, 2026 07:41:50

Allstate Reports Q1 2026 Earnings and Revenue Growth

The Allstate Corporation reported total revenues of $16.9 billion for the first quarter of 2026, marking a 3.0% increase compared to the same period last year. Net income applicable to common shareholders was $2.4 billion, a significant increase from $566 million in the prior year, driven by strong underwriting results. The company saw growth in policies in force, reaching 212 million, with notable increases in auto and homeowners insurance. The Property-Liability combined ratio improved to 82.0, reflecting lower catastrophe losses and higher average earned premiums.

Investment income also rose by 9.8% to $938 million due to portfolio growth and higher fixed income yields. The company provided $881 million to shareholders through dividends and share repurchases. The adjusted net income for the quarter was $2.8 billion, or $10.65 per diluted share, compared to $949 million in the previous year. Allstate's proactive capital management strategy continues to support its financial performance and shareholder value.

Apr 29, 2026 16:15:58

Allstate Reports March Catastrophe Losses of $925 Million

The Allstate Corporation announced estimated catastrophe losses for March 2026 amounting to $925 million, or $731 million after-tax, stemming from 15 wind and hail events. Approximately 80% of these losses were attributed to three significant events. For the first quarter of 2026, total catastrophe losses reached $1.24 billion, or $980 million after-tax.

As of March 2026, Allstate reported having 211 million policies in force, reflecting its extensive reach in providing protection for various needs, including auto and home insurance. The company emphasizes its commitment to offering affordable protection through a diverse distribution network, which includes agents and online platforms. Financial updates and material announcements are regularly posted on their investor relations website.

Apr 16, 2026 07:49:58

Allstate Reports February Catastrophe Losses of $140 Million

The Allstate Corporation announced estimated catastrophe losses for February 2026 totaling $140 million, or $111 million after-tax. Cumulatively, the total catastrophe losses for January and February reached $315 million, equating to $249 million after-tax. The company continues to maintain a significant number of policies in force, with 211 million policies reported.

Investors can access additional financial information and material announcements about The Allstate Corporation on their investor relations website. The announcement also highlights that policy counts may include multiple items per customer and excludes lender-placed policies. This release is part of the company's ongoing communication regarding its financial performance.

Mar 19, 2026 07:50:25

Allstate Reports January Catastrophe Losses of $175 Million

The Allstate Corporation announced estimated catastrophe losses for January 2026 totaling $175 million, or $138 million after-tax, primarily due to Winter Storm Fern. The company provides updates on financial information and material announcements through its investor relations website.

As of January 2026, Allstate has 211 million policies in force. The policy counts reported are based on items rather than customers, excluding lender-placed policies. The company offers a range of protection products through various distribution channels, including agents and online platforms.

Feb 19, 2026 07:47:23

Allstate Reports Increased Revenues and Profitability in 2025

The Allstate Corporation reported significant financial results for the fourth quarter and full year of 2025, with total revenues reaching $17.3 billion in the fourth quarter, a 5.1% increase from the previous year. The company also saw a net income applicable to common shareholders of $3.8 billion for the fourth quarter, up from $1.9 billion a year earlier. For the full year, total revenues amounted to $67.7 billion, while net income was reported at $10.2 billion, compared to $4.6 billion in 2024. The company announced a dividend increase to $1.08 per share and plans for a $4.0 billion share repurchase program following the completion of its current program.

In terms of operations, Allstate proactively reduced premiums for 7.8 million customers by an average of 17% to manage cost inflation. The total policies in force rose to 210.9 million, a 3.0% increase year-over-year. The Property-Liability segment reported earned premiums of $14.8 billion, a 6.1% increase, and an underwriting income of $4.0 billion, significantly higher than the previous year's $1.8 billion. Additionally, the company’s investment portfolio generated net investment income of $892 million, reflecting growth in market-based investments and improved returns on fixed income sales.

Feb 04, 2026 16:17:28

Allstate Reports December 2025 Catastrophe Losses and Policies

The Allstate Corporation announced estimated catastrophe losses of $80 million for December 2025, which amounts to $64 million after-tax. For the fourth quarter, total catastrophe losses reached $209 million, or $165 million after-tax. This information is available on their investor relations website.

Allstate currently has over 209 million policies in force, with counts based on items rather than customers. The company provides insurance coverage for autos, homes, and other assets through various distribution channels, including agents and online platforms. Investors can find further financial information and material announcements on Allstate's investor relations website.

Jan 15, 2026 07:46:48

Allstate Reports November Catastrophe Losses of $46 Million

The Allstate Corporation announced estimated catastrophe losses for November 2025 totaling $46 million, or $36 million after-tax. Cumulatively, the total catastrophe losses for October and November reached $129 million, or $101 million after-tax. The report includes information about policies in force, highlighting that policy counts are based on items rather than customers, and lender-placed policies are excluded from these counts.

As of the report, Allstate has more than 209 million policies in force. The company provides protection for various aspects of life, including automobiles, homes, and identities, through a wide distribution network. Financial information and material announcements can be accessed on the company's investor relations website.

Dec 18, 2025 07:49:17

Allstate Board Changes: Lead Director Transition Announced

Gregg M. Sherrill, who has served on The Allstate board since 2017 and as Lead Director since 2021, will retire from the board effective November 21, 2025. His departure is not due to any disagreement with the company.

Richard T. Hume, a board member since 2020, will take over the role of Lead Director starting on the same date. This transition in leadership may impact the company's governance structure moving forward.

Nov 20, 2025 16:46:11