Market Cap
$56.1B
ALL
ALLSTATE CORP
$223.74 ▼ -0.30%
Prev close $224.41Market cap$56.1B
ConsensusHold
12-mo target$274.82 (+22.5%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)29 New Institutional Positions21 Institutional ExitsCongressional Activity (1) Traditional Finance
Snapshot
The big-picture read on ALL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (47%)
Inst. Holders
50 funds
Inst. Value
$38.4B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $32.1M sell
Insider Net $
-$32.1M
SEC Reports
13
Press Releases
1
Congressional
1 trades
Price chart 30d -15.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 18, 2026 short_volume
Short Volume: ALL — 68.1% short (0.4M / 0.6M)
Short: 414,192 | Exempt: 9,555 | TRF Vol: 608,025 | Short Ratio: 68.1% | Off-exchange volume (dark p
Sep 6, 2026 Insider
Jeevanjee Zulfikar was granted 483 shares
Sep 6, 2026 Insider
Jeevanjee Zulfikar surrendered for taxes 213 shares
$259.57 ($55.3K)
Sep 3, 2026 Insider
Aug 20, 2026 SEC LOWN CHRISTIAN M. was granted 3,783 shares
Chief Financial Officer
Allstate disclosed estimated July 2026 catastrophe losses of $682 million ($539 million after-tax) from 23 events, with
8-K — Impact 5/10
Allstate Corp filed its quarterly 13F-HR for the period ending June 30, 2026, reporting a large, diversified equity and
13F-HR — Impact 3/10
Two Allstate insiders (President John Dugenske and CEO Mario Rizzo) sold a combined $18.38M in open-market sales over a
CLUSTER — Impact 3/10
Aug 12, 2026 Congress
Michael Rulli sell
$1,001 - $15,000 — House
Analyst ratings buy % -30.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
47% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Oct 1, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Sep 18, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 16, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 28, 2026 | Argus Research | DOWNGRADE | Hold | 54% |
| Aug 20, 2026 | Keefe, Bruyette & Woods | DOWNGRADE | Underperform | 58% |
| Aug 13, 2026 | BMO Capital | MAINTAIN | Buy | 53% |
| Aug 11, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 11, 2026 | Citigroup | DOWNGRADE | Sell | 55% |
| Aug 11, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 12 | 3 | 1 | 47% | |
| Aug 1, 2026 | 7 | 7 | 15 | 1 | 0 | 47% | |
| Jul 1, 2026 | 7 | 9 | 13 | 1 | 0 | 53% | |
| Jun 1, 2026 | 7 | 10 | 12 | 1 | 0 | 57% | |
| May 1, 2026 | 7 | 10 | 11 | 1 | 0 | 59% | |
| Apr 1, 2026 | 7 | 10 | 10 | 1 | 0 | 61% | |
| Mar 1, 2026 | 7 | 11 | 9 | 1 | 0 | 64% | |
| Feb 1, 2026 | 7 | 11 | 9 | 1 | 0 | 64% |
Price targets
Where 22 covering analysts think ALL trades over the next 12 months.
$274.82 +22.5% upside Strong Buy
Current$224.41 Low$191.00 Median$278.50 High$336.00 22 analysts
$191.00$336.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 2 bullish, 2 bearish, 1 mixed, 8 neutral · avg impact 4.2/10.Plus 1 press releases.
BEARISH8-K5/10
Allstate disclosed estimated July 2026 catastrophe losses of $682 million ($539 million after-tax) f
Aug 20, 2026
NEUTRAL13F-HR3/10
Allstate Corp filed its quarterly 13F-HR for the period ending June 30, 2026, reporting a large, div
Aug 13, 2026
NEUTRALCLUSTER3/10
Two Allstate insiders (President John Dugenske and CEO Mario Rizzo) sold a combined $18.38M in open-
Aug 12, 2026
BULLISHPRESS-RELEASE8/10
Allstate reported Q2 2026 adjusted net income of $8.99 per share, a 48% beat vs. the $6.07 consensus
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
short_volume
Short Volume: ALL — 68.1% short (0.4M / 0.6M)
Short: 414,192 | Exempt: 9,555 | TRF Vol: 608,025 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: ALL — 65.1% short (0.3M / 0.5M)
Short: 325,838 | Exempt: 1,188 | TRF Vol: 500,500 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: ALL — 2.0M shares, 50,437 trades
Week starting 2026-09-07. Total ATS volume: 1,975,611 shares across 50,437 trades.
Sep 2, 2026
ftd
FTD: ALL — 5,845 shares ($1.5M) failed to deliver
Settlement: 20260902, Price: $257.87, FTD Value: $1,507,250.15, ALLSTATE CORP (THE)
Aug 31, 2026
short_interest_report
Short Interest: ALL up 20% to 6.3M shares
Settlement 2026-08-31 | Days to cover: 4.18 | ≈2.50% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.45 | $4.99–$7.90 | -42.3% | +0.5% | 15↑ 1↓ | $17.3B | 19 |
| Next FY | $27.78 | $23.20–$34.35 | -21.1% | +0.6% | 17↑ 2↓ | $72.7B | 22 |
| Next Q | $9.19 | $7.05–$11.46 | -35.8% | +0.9% | 12↑ 4↓ | $17.6B | 18 |
| Current FY | $35.22 | $31.39–$38.65 | 1.1% | -0.0% | 20↑ 0↓ | $70.2B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.446 | — |
| 7d ago | $6.439 | +0.006 |
| 30d ago | $6.417 | +0.029 |
| 60d ago | $5.986 | +0.460 |
| 90d ago | $5.835 | +0.611 |
Institutional ownership
Which big funds own ALL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $38.4B total value (161,142,779 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,860,586 | $5.4B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,810,820 | $4.0B | 10.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,614,924 | $3.2B | 8.4% | — |
| STATE STREET CORP | 12,510,392 | $3.0B | 7.8% | — |
| FRANKLIN RESOURCES INC | 8,696,007 | $2.1B | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,158,947 | $2.0B | 5.1% | — |
| BANK OF AMERICA CORP /DE/ | 5,927,387 | $1.4B | 3.7% | TRIM -25.1% |
| GQG Partners LLC | 5,235,375 | $1.2B | 3.2% | — |
| DEUTSCHE BANK AG\ | 4,239,087 | $1.0B | 2.6% | ADD +45.0% |
| MORGAN STANLEY | 3,666,312 | $872.4M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 7,913,320 | 5,927,387 | -25.1% | $1.4B |
| DEUTSCHE BANK AG\ | ADD | 2,923,773 | 4,239,087 | +45.0% | $1.0B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 764,096 | 1,831,091 | +139.6% | $435.7M |
| Allianz Asset Management GmbH | ADD | 1,091,491 | 1,682,730 | +54.2% | $400.4M |
| NORGES BANK | NEW | — | 1,651,513 | — | $393.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 307,668 | 790,255 | +156.9% | $188.0M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 436,222 | 662,030 | +51.8% | $159.9M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 879,507 | 597,802 | -32.0% | $142.2M |
| BARCLAYS PLC | TRIM | 1,185,616 | 510,053 | -57.0% | $121.4M |
| DANSKE BANK A/S | ADD | 331,481 | 442,190 | +33.4% | $105.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$32.1M — $0.00 bought, $32.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 6, 2026 | Jeevanjee Zulfikar | AWARD | 483 | — | — | |
| Sep 6, 2026 | Jeevanjee Zulfikar | TAX W/H | 213 | $259.57 | $55.3K | |
| Sep 3, 2026 | LOWN CHRISTIAN M. | Chief Financial Officer | AWARD | 3,783 | — | — |
| Sep 3, 2026 | LOWN CHRISTIAN M. | Chief Financial Officer | AWARD | 16,615 | — | — |
| Sep 3, 2026 | KEANE MARGARET M | Director | GIFT | 944 | — | — |
| Aug 11, 2026 | Rizzo Mario | EXERCISE | 56,225 | $92.46 | $5.2M | |
| Aug 11, 2026 | Rizzo Mario | SELL | 43,398 | $264.17 | $11.5M | |
| Aug 11, 2026 | Rizzo Mario | SELL | 12,827 | $265.55 | $3.4M | |
| Aug 7, 2026 | Dugenske John E | SELL | 25,717 | $268.80 | $6.9M | |
| Aug 7, 2026 | Dugenske John E | SELL | 3,901 | $272.05 | $1.1M |
Congressional trades
ALL trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026 | Michael Rulli | R | HOUSE | SELL | $1,001 - $15,000 | The Allstate Corporation | Sep 3, 2026(23d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ALL.
Shares short
6,029,626
Settlement Sep 15, 2026
Change vs prior
-4.6%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All ALL filing & press-release reports (14)
- 8-K reportAug 20, 2026
- 13F-HR reportAug 13, 2026
- CLUSTER reportAug 12, 2026
- PRESS-RELEASE reportAug 5, 2026
- INST-CLUSTER reportJul 18, 2026
- 8-K reportJul 16, 2026
- PRESS-RELEASE reportJul 8, 2026
- PRESS-RELEASE reportJul 6, 2026
- 8-K reportJun 18, 2026
- 8-K reportMay 21, 2026
- 8-K reportApr 29, 2026
- 8-K reportApr 16, 2026
- DEFA14A reportApr 10, 2026
- 8-K reportMar 19, 2026