Monitor Q2 2026 earnings for full catastrophe loss impact on combined ratio and underwriting profitability. The shift to quarterly reporting reduces near-term transparency on loss trends.
Price Chart
Executive Summary
Allstate disclosed estimated May 2026 catastrophe losses of $289M pre-tax ($228M after-tax) and reported total policies in force of 38.8M, up 2.4% YoY. This is the final monthly catastrophe loss release; future reporting will shift to quarterly. The disclosure is routine and does not contain earnings or guidance.
Key Facts
- May 2026 estimated catastrophe losses: $289M pre-tax ($228M after-tax)
- Combined April+May 2026 catastrophe losses: $1.16B pre-tax ($915M after-tax)
- Total policies in force: 38.8M, up 2.4% YoY (Auto +2.7%, Homeowners +2.6%)
- This is the last monthly catastrophe loss release; future reporting will be quarterly
Financial Impact
May catastrophe losses of $289M pre-tax; combined two-month total $1.16B pre-tax. No impact on revenue or earnings guidance provided.
Risk Factors
- Elevated catastrophe losses from severe weather could pressure underwriting margins
- Reduced disclosure frequency may delay market reaction to loss trends
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000899051-26-000096 |
| Exhibit: exhibit99newsrelease061826.htm | 0000899051-26-000096 |
| Document: 0000899051-26-000096-index-headers.html | 0000899051-26-000096 |
| Document: 0000899051-26-000096-index.html | 0000899051-26-000096 |
| Document: 0000899051-26-000096.txt | 0000899051-26-000096 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | 8-K | $254.54 $249.83 | ▲ +1.85% | ▲ +1.85% | $223.72 (+12.11%) |
Aug 13, 2026 7w ago | 13F-HR | $260.48 $253.71 | ▼ −2.60% | ▼ −0.85% | $223.72 (−14.11%) |
Aug 12, 2026 7w ago | Insider Cluster | $260.48 $253.71 | ▼ −2.60% | ▼ −0.85% | $223.72 (−14.11%) |
Aug 5, 2026 8w ago | Press Release | $275.11 $263.11 | ▼ −4.36% | ▼ −4.96% | $223.72 (−18.68%) |
Jul 18, 2026 10w ago | Institutional Cluster | $253.73 $258.10 | ▲ +1.72% | ▼ −2.40% | $223.72 (−11.83%) |
Jul 16, 2026 11w ago | 8-K | $241.86 $260.48 | ▲ +7.70% | ▲ +4.08% | $223.72 (−7.50%) |
Jul 8, 2026 12w ago | Press Release | $251.17 $264.59 | ▲ +5.34% | ▲ +2.07% | $223.72 (−10.93%) |
Jul 6, 2026 12w ago | Press Release | $248.37 $264.08 | ▲ +6.33% | ▲ +6.89% | $223.72 (−9.92%) |
Jun 18, 2026 15w ago | 8-K | $221.17 $241.86 | ▲ +9.35% | ▲ +8.82% | $223.72 (+1.15%) |
May 21, 2026 19w ago | 8-K | $25.91 $25.82 | ▼ −0.35% | ▼ −0.68% | $223.72 (+763.45%) |
US Market Status
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