Roth Capital Has Pessimistic Outlook of Allstate Q3 Earnings

The Allstate Co. (NYSE:ALL) – Roth Capital decreased their Q3 2025 earnings estimates for Allstate in a report issued on Wednesday, October 30th. Roth Capital analyst H. Fong now anticipates that the insurance provider will post earnings per share of $4.07 for the quarter, down from their prior forecast of $4.42. The consensus estimate for Allstate’s current full-year earnings is $14.16 per share. Roth Capital also issued estimates for Allstate’s Q4 2025 earnings at $5.97 EPS, Q1 2026 earnings at $6.41 EPS, Q2 2026 earnings at $3.46 EPS, Q3 2026 earnings at $4.50 EPS and FY2026 earnings at $21.00 EPS.

Other equities research analysts have also issued research reports about the stock. Jefferies Financial Group raised their price target on shares of Allstate from $217.00 to $231.00 and gave the stock a “buy” rating in a research note on Wednesday, October 9th. Raymond James raised their target price on Allstate from $205.00 to $220.00 and gave the stock a “strong-buy” rating in a research report on Friday, October 4th. UBS Group upped their price target on Allstate from $215.00 to $216.00 and gave the company a “buy” rating in a research report on Tuesday, October 15th. Bank of America lifted their price objective on Allstate from $216.00 to $233.00 and gave the stock a “buy” rating in a report on Friday, October 18th. Finally, Barclays upped their price objective on shares of Allstate from $175.00 to $187.00 and gave the company an “underweight” rating in a report on Thursday. One research analyst has rated the stock with a sell rating, two have assigned a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $207.19.

Allstate Trading Down 1.6 %

NYSE ALL opened at $186.49 on Friday. The stock has a market capitalization of $49.24 billion, a price-to-earnings ratio of 12.08, a PEG ratio of 1.91 and a beta of 0.48. The business’s fifty day moving average is $188.80 and its 200-day moving average is $175.03. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.36 and a quick ratio of 0.36. Allstate has a one year low of $125.63 and a one year high of $198.79.

Allstate (NYSE:ALL) last announced its earnings results on Wednesday, October 30th. The insurance provider reported $3.91 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $1.71. The firm had revenue of $16.63 billion for the quarter, compared to the consensus estimate of $14.57 billion. Allstate had a return on equity of 27.74% and a net margin of 6.77%. The company’s revenue was up 14.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.81 EPS.

Institutional Investors Weigh In On Allstate

A number of large investors have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC boosted its holdings in shares of Allstate by 18.7% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 3,000,866 shares of the insurance provider’s stock worth $569,114,000 after purchasing an additional 472,040 shares in the last quarter. Raymond James & Associates lifted its position in Allstate by 10.6% in the 3rd quarter. Raymond James & Associates now owns 1,517,800 shares of the insurance provider’s stock worth $287,851,000 after buying an additional 145,986 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in Allstate by 3.4% in the second quarter. Dimensional Fund Advisors LP now owns 1,437,688 shares of the insurance provider’s stock worth $229,545,000 after buying an additional 47,038 shares in the last quarter. Pathway Financial Advisers LLC raised its stake in shares of Allstate by 18,472.5% during the third quarter. Pathway Financial Advisers LLC now owns 1,052,687 shares of the insurance provider’s stock worth $199,642,000 after acquiring an additional 1,047,019 shares in the last quarter. Finally, Hsbc Holdings PLC lifted its holdings in shares of Allstate by 3.3% in the 2nd quarter. Hsbc Holdings PLC now owns 1,007,953 shares of the insurance provider’s stock worth $160,948,000 after acquiring an additional 31,789 shares during the last quarter. Hedge funds and other institutional investors own 76.47% of the company’s stock.

Insider Buying and Selling

In related news, EVP Robert Toohey sold 16,682 shares of the business’s stock in a transaction dated Monday, August 19th. The stock was sold at an average price of $180.17, for a total transaction of $3,005,595.94. Following the completion of the transaction, the executive vice president now directly owns 4,873 shares in the company, valued at $877,968.41. The trade was a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. In other news, CEO Thomas J. Wilson sold 90,000 shares of the firm’s stock in a transaction on Wednesday, August 21st. The shares were sold at an average price of $179.34, for a total transaction of $16,140,600.00. Following the sale, the chief executive officer now owns 88,552 shares in the company, valued at approximately $15,880,915.68. This trade represents a 0.00 % decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Robert Toohey sold 16,682 shares of Allstate stock in a transaction on Monday, August 19th. The stock was sold at an average price of $180.17, for a total transaction of $3,005,595.94. Following the sale, the executive vice president now directly owns 4,873 shares of the company’s stock, valued at $877,968.41. This represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 192,530 shares of company stock worth $34,967,665. Corporate insiders own 1.80% of the company’s stock.

About Allstate

The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. It operates in five segments: Allstate Protection; Protection Services; Allstate Health and Benefits; Run-off Property-Liability; and Corporate and Other segments.