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Do Allstate’s Insider Moves Ahead of Q4 Results Reveal a Shifting Strategy for ALL?

Simply Wall St · 2d ago
  • In early January 2026, Allstate announced that it will release its fourth-quarter 2025 results on February 4, 2026, followed by a conference call on February 5, while concurrent SEC filings and insider share transactions by the CEO and several directors highlighted ongoing activity in the company’s ownership and disclosure calendar.
  • The combination of upcoming earnings, optimistic analyst expectations for improved profitability, and board-level stock compensation elections has sharpened investor focus on how Allstate’s business is evolving ahead of its results.
  • With earnings approaching and analysts anticipating stronger profitability, we’ll explore how this upcoming disclosure may influence Allstate’s broader investment narrative.

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Allstate Investment Narrative Recap

To own Allstate, you need to believe it can translate its scale and technology investments into solid underwriting results while managing catastrophe and regulatory pressures. The key short term catalyst remains the upcoming fourth quarter 2025 earnings release, which may clarify the sustainability of recent profit improvement. The latest announcement of the reporting and call schedule does not materially change that catalyst or alter the core risk around catastrophe losses and earnings volatility.

The most relevant recent development is the scheduled February 4, 2026 Form 8-K earnings release and February 5 conference call, which come after a year of stronger reported profitability and active capital returns. With analysts currently expecting improved earnings, this event will give investors fresh data to reassess Allstate’s progress on pricing, catastrophe exposure and its longer term push toward more data driven, lower cost insurance operations.

Yet investors should also weigh how increased catastrophe losses and climate risk could pressure margins and capital over time...

Read the full narrative on Allstate (it's free!)

Allstate's narrative projects $76.3 billion revenue and $4.3 billion earnings by 2028. This requires 4.9% yearly revenue growth and a $1.4 billion earnings decrease from $5.7 billion today.

Uncover how Allstate's forecasts yield a $236.05 fair value, a 14% upside to its current price.

Exploring Other Perspectives

ALL 1-Year Stock Price Chart
ALL 1-Year Stock Price Chart

Six Simply Wall St Community valuations span a wide range from about US$188 to roughly US$581 per share, highlighting very different expectations. You can set those views against Allstate’s upcoming earnings catalyst and the ongoing risk that catastrophe losses keep profit volatility elevated, then weigh which outlook makes most sense to you.

Explore 6 other fair value estimates on Allstate - why the stock might be worth 9% less than the current price!

Build Your Own Allstate Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.