The Allstate Corporation's Stock Analysis

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

Allstate Reports October Catastrophe Losses of $83 Million

The Allstate Corporation announced estimated catastrophe losses of $83 million for October 2025, which translates to $65 million after-tax, attributed to five wind and hail events. The company continues to maintain a significant presence in the insurance market with over 209 million policies in force.

Investors can access detailed financial information and material announcements about The Allstate Corporation on their investor relations website. The company provides protection for various aspects of life, including auto, home, and identity insurance, through a diverse distribution network of agents and retailers.

Nov 20, 2025 07:45:53

Allstate Reports Third Quarter 2025 Financial Results and Growth

The Allstate Corporation reported total revenues of $17.3 billion for the third quarter of 2025, marking a 3.8% increase compared to the same period last year. Net income applicable to common shareholders rose significantly to $3.7 billion, up from $1.2 billion in the prior year quarter, driven by strong performance in the Property-Liability business, modest catastrophe losses, and favorable insurance reserve releases. Adjusted net income was $3.0 billion, or $11.17 per diluted share, with a return on common shareholders' equity of 34.7%. Growth in policies in force was noted, particularly in auto and homeowners insurance, alongside an increase in average premiums.

The Property-Liability segment earned $14.5 billion in premiums, a 6.1% increase year-over-year, with underwriting income rising to $2.9 billion from $495 million. The combined ratio improved to 80.1, reflecting lower catastrophe losses and reserve releases. The Protection Services segment also saw revenue growth to $902 million, up 9.7% from the previous year, primarily due to the expansion of Protection Plans. Allstate's investment portfolio generated net investment income of $949 million, supported by market-based growth and performance-based income. The company returned $624 million to shareholders through share repurchases and dividends in the third quarter.

Nov 05, 2025 16:17:50

Allstate Reports September Catastrophe Losses of $161 Million

The Allstate Corporation disclosed estimated catastrophe losses of $161 million for September 2025, which amounts to $128 million after-tax, stemming from eight wind and hail events. For the third quarter, total catastrophe losses reached $558 million, or $441 million after-tax.

As of now, Allstate has over 208 million policies in force, with policy counts reflecting individual items rather than customers. This information, along with other financial updates, can be found on the company's investor relations website.

Oct 16, 2025 07:44:59

Allstate Announces Key Leadership Changes Effective 2025

The Allstate Corporation has announced significant changes to its senior leadership team, effective October 1, 2025. Mario Rizzo will take on the role of Chief Operating Officer, overseeing the Property-Liability and Protection Services businesses, while Jesse E. Merten will succeed him as President of Property-Liability. John E. Dugenske will serve as interim Chief Financial Officer and continue his responsibilities as President of Investments and Corporate Strategy. The new compensation packages for Rizzo and Merten include substantial base salaries and performance-based incentives, with equity grants scheduled for October 2025.

These leadership adjustments are part of Allstate's ongoing Transformative Growth initiative, which aims to enhance market share in the property-liability sector and improve customer service through technology. The company currently maintains a broad distribution network and has over 208 million policies in force, indicating its strong presence in the insurance market. The changes are positioned to support the company's strategic goals and potentially influence investor sentiment moving forward.

Oct 01, 2025 17:26:23

Allstate Reports August Catastrophe Losses of $213 Million

The Allstate Corporation announced estimated catastrophe losses for August 2025 totaling $213 million, or $168 million after-tax. These losses stem from 10 events, with about 70% attributed to three significant wind and hail events. Cumulatively, the catastrophe losses for July and August reached $397 million, or $313 million after-tax.

As of the latest report, Allstate continues to maintain a robust portfolio, with policies in force counted based on items rather than customers. Notably, lender-placed policies are excluded from these counts. Investors can access further financial information and material announcements through the company's investor relations website.

Sep 18, 2025 07:44:55