SecBot SecBot
8-K ·Filed Oct 15, 2026

ALL

ALLSTATE CORP
NEUTRAL
Impact 3/10
Horizonweeks Processed12d 15h ago SEC0000899051-26-000150
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor Allstate's Q3 2026 earnings release for the combined impact of these catastrophe losses on underwriting margins and any guidance revisions. The $1.65B Q3 cat load is a known headwind for the quarter.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
ALL ▲ +8.14% at T+5d
NEUTRAL call +8.14% · α vs SPY +9.15% · entry $239.60 → $259.10
Next anchor: T+20d in 15d
Latest observation: T+6 +3.94% FF3 residual α
Entry = T+0 close
Oct 15, 2026
via day close
T+1d
+3.46%
call +3.46% · α +4.56%
$247.88
settled 12d ago
T+5d
+8.14%
call +8.14% · α +9.15%
$259.10
settled 6d ago
T+20d
Pending
in 15d
T+60d
Pending
in 3mo

Price Chart

Loading chart...

Executive Summary

Allstate disclosed estimated catastrophe losses of $220 million ($173 million after-tax) for September 2026, bringing Q3 total catastrophe losses to $1.65 billion ($1.30 billion after-tax). This is a routine monthly disclosure of catastrophe loss estimates, providing transparency on weather-related claims but not containing any earnings or guidance updates.

Key Facts

  • September 2026 estimated catastrophe losses: $220 million pre-tax, $173 million after-tax
  • Q3 2026 total catastrophe losses: $1.65 billion pre-tax, $1.30 billion after-tax
  • Disclosed via Item 7.01 Regulation FD — furnished, not filed

Financial Impact

Q3 catastrophe losses of $1.65B pre-tax represent a material underwriting cost for the quarter, but no comparison to prior periods or guidance is provided.

catastrophe lossesunderwriting income

Risk Factors

  • Elevated catastrophe losses may pressure Q3 underwriting results
  • No prior-period comparison provided — trend direction unclear

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0000899051-26-000150
Exhibit: exhibit99newsrelease101526.htm0000899051-26-000150
Document: 0000899051-26-000150-index-headers.html0000899051-26-000150
Document: 0000899051-26-000150-index.html0000899051-26-000150
Document: 0000899051-26-000150.txt0000899051-26-000150
19 reports for ALL
Performance horizon
40% Hit rate @ T+20 2 of 5 directional calls Went positive at some point 2 of 5 best @ T+5▲ +9.93%Sep 17, 2026
Filters
Rows
Reports for ALL — sortable, filterable
TypeNow
Oct 27, 2026
today
Institutional Cluster
NEUTRAL ★ 3/10
$250.97awaiting T+20—$251.71 (+0.30%)
Oct 15, 2026
12d ago
Press Release
NEUTRAL ★ 3/10
$239.60awaiting T+20—$251.71 (+5.05%)
Oct 15, 2026
12d ago
8-K
NEUTRAL ★ 3/10
$239.60awaiting T+20—$251.71 (+5.05%)
Oct 5, 2026
22d ago
Press Release
NEUTRAL ★ 1/10
$224.71awaiting T+20—$251.71 (+12.02%)
Sep 17, 2026
5w ago
8-K
BEARISH ★ 5/10
$252.21 $239.60▲ +5.00%▲ +6.20%$251.71 (+0.20%)
Aug 20, 2026
9w ago
8-K
BEARISH ★ 5/10
$254.54 $249.83▲ +1.85%▲ +1.85%$251.71 (+1.11%)
Aug 13, 2026
10w ago
13F-HR
NEUTRAL ★ 3/10
$260.48 $253.71▼ −2.60%▼ −0.85%$251.71 (−3.37%)
Aug 12, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$260.48 $253.71▼ −2.60%▼ −0.85%$251.71 (−3.37%)
Aug 5, 2026
11w ago
Press Release
BULLISH ★ 8/10
$275.11 $263.11▼ −4.36%▼ −4.96%$251.71 (−8.51%)
Jul 18, 2026
14w ago
Institutional Cluster
NEUTRAL ★ 3/10
$253.73 $258.10▲ +1.72%▼ −2.40%$251.71 (−0.80%)
Showing 10 of 19

US Market Status

Market Closed — Opens Thu (10h 30m)

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.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Oct 15, 2026