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8-K ·Filed Sep 17, 2026

ALL

ALLSTATE CORP
BEARISH
Impact 5/10
Horizonweeks Processed1mo ago SEC0000899051-26-000135
8-K context-dependent: Items 7.01
Actionable Insight ▼ Bearish

Monitor upcoming Q3 2026 earnings release for the impact of these catastrophe losses on combined ratio and whether Allstate's catastrophe reinsurance program absorbed the impact.

DirectionBearish
Confidencehigh
Horizonweeks
Latest settled — T+20d
ALL ▼ -5.00% at T+20d
SHORT call ✓ call won +5.00% · α vs SPY +6.20% · entry $252.21 → $239.60
Next anchor: T+60d in 6w
Latest observation: T+26 +5.85% FF3 residual α
Entry = T+0 close
Sep 17, 2026
via day close
T+1d
-0.94%
call +0.94% · α +0.82%
$249.83
settled 6w ago
T+5d
-9.93%
call +9.93% · α +10.53%
$227.17
settled 5w ago
T+20d
-5.00%
call +5.00% · α +6.20%
$239.60
settled 13d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Allstate disclosed estimated catastrophe losses for August 2026 of $748 million ($591 million after-tax), with 21 events and ~50% of losses tied to one wind/hail event. Combined July-August catastrophe losses total $1.43 billion ($1.13 billion after-tax). This is a routine monthly disclosure with no earnings or guidance or financial results.

Key Facts

  • Estimated catastrophe losses for August 2026: $748 million ($591 million after-tax)
  • August included 21 catastrophe events
  • ~50% of August losses from one wind and hail event
  • Total catastrophe losses for July and August: $1.43 billion ($1.13 billion after-tax)

Financial Impact

August 2026 catastrophe losses of $748 million ($591 million after-tax); combined July-August total $1.43 billion ($1.13 billion after-tax)

catastrophe lossesunderwriting results

Risk Factors

  • Continued elevated catastrophe loss activity could pressure underwriting margins and combined ratio
  • Concentration of losses from single wind/hail event suggests potential for volatility in property lines

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0000899051-26-000135
Exhibit: exhibit99newsrelease091726.htm0000899051-26-000135
Document: 0000899051-26-000135-index-headers.html0000899051-26-000135
Document: 0000899051-26-000135-index.html0000899051-26-000135
Document: 0000899051-26-000135.txt0000899051-26-000135
19 reports for ALL
Performance horizon
25% Hit rate @ T+20 1 of 4 directional calls Went positive at some point 1 of 4 best @ T+20▲ +1.85%Aug 20, 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 24m)

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Report published Sep 17, 2026