8-K ·Filed Jul 16, 2026

ALL

ALLSTATE CORP
NEUTRAL
Impact 3/10
Horizonweeks Processed2mo ago SEC0000899051-26-000111
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor Allstate's Q2 2026 earnings release for the combined ratio impact and any guidance revision. The disclosed catastrophe losses are a known headwind but routine for the P&C insurance sector.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
ALL ▲ +7.70% at T+20d
NEUTRAL call ✓ call won +7.70% · α vs SPY +4.08% · entry $241.86 → $260.48
Next anchor: T+60d in 7d
Latest observation: T+52 -16.95% FF3 residual α
Entry anchored
Jul 15, 03:59 PM ET
via exchange tick
T+1d
+3.32%
call +3.32% · α +4.31%
$249.90
settled 3mo ago
T+5d
+5.23%
call +5.23% · α +6.90%
$254.52
settled 2mo ago
T+20d
+7.70%
call +7.70% · α +4.08%
$260.48
settled 7w ago
T+60d
—
call — · α —
—
in 7d

Price Chart

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Executive Summary

Allstate disclosed estimated catastrophe losses for June 2026 of $563 million pre-tax ($445 million after-tax) and Q2 2026 total of $1.72 billion pre-tax ($1.36 billion after-tax) in a routine monthly update. No other financial results or guidance were provided.

Key Facts

  • June 2026 estimated catastrophe losses: $563 million pre-tax, $445 million after-tax
  • Q2 2026 total catastrophe losses: $1.72 billion pre-tax, $1.36 billion after-tax
  • Disclosure under Item 7.01 Regulation FD — no earnings or guidance included

Financial Impact

Q2 2026 catastrophe losses of $1.72 billion pre-tax will weigh on underwriting results, but no comparison to prior periods or expectations is provided

catastrophe lossesunderwriting income

Risk Factors

  • Elevated catastrophe losses could pressure Q2 earnings if above historical averages
  • No forward-looking commentary provided to assess full-year loss expectations

Market Snapshot

Exchange
NYSE
Sector
Fire, Marine & Casualty Insurance
Analyst Consensus
53% bullish (30 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000899051-26-000111
Exhibit: exhibit99newsrelease071626.htm0000899051-26-000111
Document: 0000899051-26-000111-index-headers.html0000899051-26-000111
Document: 0000899051-26-000111-index.html0000899051-26-000111
Document: 0000899051-26-000111.txt0000899051-26-000111
14 reports for ALL
Performance horizon
25% Hit rate 1 of 4 directional calls best @ T+20▲ +1.85%Aug 20, 2026
Filters
Rows
Reports for ALL — sortable, filterable
TypeNow
Aug 20, 2026
6w ago
8-K
BEARISH ★ 5/10
$254.54 $249.83▲ +1.85%▲ +1.85%$223.13 (+12.34%)
Aug 13, 2026
7w ago
13F-HR
NEUTRAL ★ 3/10
$260.48 $253.71▼ −2.60%▼ −0.85%$223.13 (−14.34%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$260.48 $253.71▼ −2.60%▼ −0.85%$223.13 (−14.34%)
Aug 5, 2026
8w ago
Press Release
BULLISH ★ 8/10
$275.11 $263.11▼ −4.36%▼ −4.96%$223.13 (−18.89%)
Jul 18, 2026
10w ago
Institutional Cluster
NEUTRAL ★ 3/10
$253.73 $258.10▲ +1.72%▼ −2.40%$223.13 (−12.06%)
Jul 16, 2026
11w ago
8-K
NEUTRAL ★ 3/10
$241.86 $260.48▲ +7.70%▲ +4.08%$223.13 (−7.74%)
Jul 8, 2026
12w ago
Press Release
NEUTRAL ★ 2/10
$251.17 $264.59▲ +5.34%▲ +2.07%$223.13 (−11.16%)
Jul 6, 2026
12w ago
Press Release
NEUTRAL ★ 2/10
$248.37 $264.08▲ +6.33%▲ +6.89%$223.13 (−10.16%)
Jun 18, 2026
15w ago
8-K
NEUTRAL ★ 3/10
$221.17 $241.86▲ +9.35%▲ +8.82%$223.13 (+0.89%)
May 21, 2026
19w ago
8-K
NEUTRAL ★ 4/10
$25.91 $25.82▼ −0.35%▼ −0.68%$223.13 (+761.19%)
Showing 10 of 14

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