Monitor Allstate's upcoming earnings report for confirmation of these preliminary catastrophe loss estimates and assess whether the policy growth in auto and homeowners can offset the impact of these losses on profitability.
Price Chart
Executive Summary
Allstate reported estimated catastrophe losses of $140 million ($111 million after-tax) for February 2026, bringing year-to-date losses to $315 million. The company also disclosed policy count growth across auto and homeowners lines, with total policies in force increasing 2.5% year-over-year to 38.4 million.
Key Facts
- Estimated catastrophe losses of $140 million ($111 million after-tax) for February 2026
- Total catastrophe losses for January and February 2026 were $315 million ($249 million after-tax)
- Allstate Protection policies in force totaled 38,437,000 as of February 28, 2026
- Auto policies grew 3.0% year-over-year to 25,633,000
- Homeowners policies increased 2.5% year-over-year to 7,726,000
- Commercial lines policies declined 10.2% year-over-year to 176,000
Financial Impact
$315 million in catastrophe losses for first two months of 2026
Risk Factors
- High catastrophe losses could pressure quarterly earnings and capital ratios
- Declining commercial lines policies (-10.2% YoY) may indicate challenges in this segment
- Preliminary loss estimates could be revised upward in final financial statements
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000899051-26-000055 |
| Exhibit: exhibit99newsrelease031926.htm | 0000899051-26-000055 |
| Document: 0000899051-26-000055-index-headers.html | 0000899051-26-000055 |
| Document: 0000899051-26-000055-index.html | 0000899051-26-000055 |
| Document: 0000899051-26-000055.txt | 0000899051-26-000055 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | 8-K | $254.54 $249.83 | ▲ +1.85% | ▲ +1.85% | $224.41 (+11.84%) |
Aug 13, 2026 7w ago | 13F-HR | $260.48 $253.71 | ▼ −2.60% | ▼ −0.85% | $224.41 (−13.85%) |
Aug 12, 2026 7w ago | Insider Cluster | $260.48 $253.71 | ▼ −2.60% | ▼ −0.85% | $224.41 (−13.85%) |
Aug 5, 2026 8w ago | Press Release | $275.11 $263.11 | ▼ −4.36% | ▼ −4.96% | $224.41 (−18.43%) |
Jul 18, 2026 10w ago | Institutional Cluster | $253.73 $258.10 | ▲ +1.72% | ▼ −2.40% | $224.41 (−11.56%) |
Jul 16, 2026 11w ago | 8-K | $241.86 $260.48 | ▲ +7.70% | ▲ +4.08% | $224.41 (−7.21%) |
Jul 8, 2026 12w ago | Press Release | $251.17 $264.59 | ▲ +5.34% | ▲ +2.07% | $224.41 (−10.65%) |
Jul 6, 2026 12w ago | Press Release | $248.37 $264.08 | ▲ +6.33% | ▲ +6.89% | $224.41 (−9.65%) |
Jun 18, 2026 15w ago | 8-K | $221.17 $241.86 | ▲ +9.35% | ▲ +8.82% | $224.41 (+1.46%) |
May 21, 2026 19w ago | 8-K | $25.91 $25.82 | ▼ −0.35% | ▼ −0.68% | $224.41 (+766.11%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access