Allstate oznámila odhad katastrofických ztrát za červen ve výši 563 milionů USD, po zdanění 445 milionů USD. Za 2. čtvrtletí činily 1,72 miliardy USD, po zdanění 1,36 miliardy USD.
, /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) today announced estimated catastrophe losses for the month of June of $563 million or $445 million, after-tax. Total catastrophe losses for the second quarter were $1.72 billion or $1.36 billion, after-tax.
Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com.
Forward-Looking Statements
This news release contains "forward-looking statements" that anticipate results based on our estimates, assumptions and plans that are subject to uncertainty. These statements are made subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements do not relate strictly to historical or current facts and may be identified by their use of words like "plans," "seeks," "expects," "will," "should," "anticipates," "estimates," "intends," "believes," "likely," "targets" and other words with similar meanings. We believe these statements are based on reasonable estimates, assumptions and plans. However, if the estimates, assumptions or plans underlying the forward-looking statements prove inaccurate or if other risks or uncertainties arise, actual results could differ materially from those communicated in these forward-looking statements. Factors that could cause actual results to differ materially from those expressed in, or implied by, the forward-looking statements may be found in our filings with the U.S. Securities and Exchange Commission, including the "Risk Factors" section in our most recent annual report on Form 10-K. Forward-looking statements are as of the date on which they are made, and we assume no obligation to update or revise any forward-looking statement.
About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices, and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online, and at the workplace. Allstate has 212 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.
Allstate v 1. čtvrtletí vykázala EPS 10,65 USD, nad odhadem 7,24 USD, a segment homeowners se vrátil k upisovacímu zisku 685 mil. USD. Progressive zvýšila výnosy o 8,8 % na 22,19 mld. USD, ale EPS 4,96 USD jen těsně překonala odhad a combined ratio vzrostlo na 86,4.
Allstate (NYSE:ALL | ALL Price Prediction) and Progressive (NYSE:PGR) just delivered Q1 2026 reports that inverted the recent pattern. Allstate’s underwriting engine rebounded sharply after last year’s California wildfire hit, while Progressive kept growing policies but couldn’t nudge its combined ratio lower. The valuation gap between the two now looks stretched, and the businesses behind the tickers are pulling in genuinely different directions.
Homeowners Rescues Allstate. Direct Auto Still Powers Progressive. Allstate posted $10.65 EPS against a $7.24 estimate, a 47.10% beat driven by the homeowners book swinging to a $685 million underwriting profit from a prior-year loss. The property-liability combined ratio landed at 82.0, and catastrophe losses fell 43.7% to $1.24 billion. CEO Tom Wilson credited “more affordable prices, new products, expanded benefits, bundled offerings, lower expenses, sophisticated analytics and increased marketing” for share gains. Auto new business applications rose 9.4%, so top-line growth is reaccelerating.
Progressive told a different story. Revenue climbed 8.8% to $22.19 billion, policies in force jumped 9% to roughly 39.6 million, and Direct Auto premiums earned surged 14%. But EPS of $4.96 barely edged the $4.88 estimate, and the combined ratio ticked up to 86.4 from 86.0. Property shrank 1% and Commercial Lines dropped 4%, exposing the auto-heavy concentration.
One Diversified Compounder, One Auto Specialist Lens Allstate Progressive Trailing P/E 5x 11x Forward P/E 9x 14x Return on Equity 45.2% 37.9% Dividend Yield 1.76% 0.18% Core Bet Bundled auto + home + protection services Direct-to-consumer telematics auto Allstate’s $4.0 billion new buyback stacked on the existing $1.5 billion program, plus a $1.08 quarterly dividend, signals real confidence. Progressive is repurchasing modestly, with 768,273 shares bought at an average of $204.48 in March. The Florida $950 million policyholder credit overhang and a CFO transition in July 2026 add friction Allstate simply does not carry.
The Next Test Is Whether Underwriting Discipline Holds I will be watching whether Allstate’s 82.0 combined ratio can survive a normal catastrophe season. Homeowners just flipped, but May 2026 housing starts fell to 1.18 million, down 15.4% from April, which softens the demand runway. For Progressive, Polymarket traders assign a 42.5% probability that Q2 combined ratio lands between 89% and 92%, worse than Q1. That would confirm the pricing pressure analysts have flagged.
Why I Lean Toward Allstate on This Setup For me, the valuation and returns numbers carry the argument. Allstate is up 15.49% year to date while Progressive has managed only 2.13%, and Progressive is still down 12.78% over the past year. Paying 5x earnings for a business generating 45.2% ROE feels like the cleaner risk-reward. If you prioritize policy-count growth and the direct model, Progressive still fits. If you want capital returns, valuation cushion, and a broader product base, Allstate is the one I keep watching.
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Allstate má zatím v 1. čtvrtletí 2026 výrazně nižší katastrofické škody, což by mělo podpořit zisk za 2. čtvrtletí. V 1. čtvrtletí klesly na zhruba 1,2 miliardy USD a combined ratio se zlepšil na 80,3 %.
Allstate (ALL 0.11%) is an insurance company. The insurance model is fairly simple when viewed at a high level. Essentially, Allstate collects insurance premiums up front and agrees to pay insurance claims in the future, if any arise. There will always be some number of claims, but a quiet catastrophe year so far in 2026 is likely to be very good news for the company's earnings. Here's why.
What's happened so far in 2026? In the first quarter of 2026, Allstate's catastrophe losses totaled roughly $1.2 billion. That was down a huge a huge 43% from the same quarter in 2025. In May, catastrophe losses were $289 million, bringing the total for April and May to roughly $1.2 billion. Like the first quarter, that's down from 2025, when the insurer's May catastrophe losses were $777 million, and the April and May total was nearly $1.4 billion.
Image source: Getty Images.
Paying out less in claims is good news for everyone. None of the company's customers wants to have an incident that requires a claim, and the fewer claims Allstate has to pay, the more premium income it keeps. Notably, the claims the insurance company has to cover play an integral role in its combined ratio. The more money that goes to pay claims, the closer the combined ratio gets to 100%. Lower numbers are better; those below 100% indicate the company is turning a profit.
How is Allstate doing so far in 2026? In the first quarter of 2026, Allstate's combined ratio was 80.3%, an improvement from 83.1% in the same quarter of 2025. That shows the impact the year-over-year decline in catastrophe claims had in the first quarter. Given that claims are running below last year in April and May, it is likely that the combined ratio will be strong again when the company reports second-quarter results.
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At the same time, the company's underlying business continues to do well. Policies in force increased 2.3% year over year in the first quarter of 2026 and were 2.4% higher in May. So there's a second tailwind for earnings here, as well.
Which brings up the first quarter's actual earnings numbers. Allstate's first quarter 2025 adjusted earnings were $3.53 per share, with 2026's tally jumping to $10.65. There's no way to know if the second quarter will be as strong as that, but directionally, Allstate's low catastrophe losses in April and May suggest that the quarterly earnings release will still be good reading.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) announced today its board of directors approved a quarterly dividend of $1.08 on each outstanding share of the corporation's common stock to be payable in cash on Oct. 1, 2026, to stockholders of record at the close of business on Aug. 31, 2026.
Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com.
About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online and at the workplace. Allstate has more than 212 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.
Allstate (ALL - Free Report) ended the recent trading session at $237.94, demonstrating a -1.43% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.79%. Meanwhile, the Dow gained 0.26%, and the Nasdaq, a tech-heavy index, added 1.52%.
The insurer's shares have seen an increase of 16.49% over the last month, surpassing the Finance sector's gain of 2.74% and the S&P 500's loss of 1.82%.
Market participants will be closely following the financial results of Allstate in its upcoming release. It is anticipated that the company will report an EPS of $4.9, marking a 17.51% fall compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $17.73 billion, showing a 5.66% escalation compared to the year-ago quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $29.75 per share and revenue of $71.56 billion, indicating changes of -14.59% and +5.46%, respectively, compared to the previous year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Allstate. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 1.08% higher. Allstate currently has a Zacks Rank of #3 (Hold).
Looking at its valuation, Allstate is holding a Forward P/E ratio of 8.11. This indicates a discount in contrast to its industry's Forward P/E of 11.68.
Investors should also note that ALL has a PEG ratio of 0.43 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The average PEG ratio for the Insurance - Property and Casualty industry stood at 2.45 at the close of the market yesterday.
The Insurance - Property and Casualty industry is part of the Finance sector. At present, this industry carries a Zacks Industry Rank of 94, placing it within the top 39% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Allstate odhadla květnové katastrofické škody za květen na 289 mil. USD před zdaněním, respektive 228 mil. USD po zdanění. Součet za duben a květen činí 1,16 mld. USD před zdaněním, respektive 915 mil. USD po zdanění.
NORTHBROOK, Ill.--(BUSINESS WIRE)--The Allstate Corporation (NYSE: ALL) today announced estimated catastrophe losses for the month of May of $289 million or $228 million, after-tax. Total catastrophe losses for April and May were $1.16 billion or $915 million, after-tax.
Allstate Protection policies in force are as follows:
Allstate Protection Policies in Force (1)
(in thousands)
May 31,
2026
April 30,
2026
May 31,
2025
May 31, 2026 v
Apr. 30, 2026
May 31, 2026 v
May 31, 2025
Auto
25,901
25,805
25,226
0.4 %
2.7 %
Homeowners
7,788
7,764
7,587
0.3 %
2.6 %
Other personal lines
4,930
4,919
4,887
0.2 %
0.9 %
Commercial lines
180
179
180
0.6 %
— %
Total
38,799
38,667
37,880
0.3 %
2.4 %
(1) Policy counts are based on items rather than customers. A multi-car customer would generate multiple item (policy) counts, even if all cars were insured under one policy. Lender-placed policies are excluded from policy counts because relationships are with the lenders.
As previously communicated, policies in force will be reported in our quarterly earnings release going forward.
Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com.
Forward-Looking Statements
This news release contains “forward-looking statements” that anticipate results based on our estimates, assumptions and plans that are subject to uncertainty. These statements are made subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements do not relate strictly to historical or current facts and may be identified by their use of words like “plans,” “seeks,” “expects,” “will,” “should,” “anticipates,” “estimates,” “intends,” “believes,” “likely,” “targets” and other words with similar meanings. We believe these statements are based on reasonable estimates, assumptions and plans. However, if the estimates, assumptions or plans underlying the forward-looking statements prove inaccurate or if other risks or uncertainties arise, actual results could differ materially from those communicated in these forward-looking statements. Factors that could cause actual results to differ materially from those expressed in, or implied by, the forward-looking statements may be found in our filings with the U.S. Securities and Exchange Commission, including the “Risk Factors” section in our most recent annual report on Form 10-K. Forward-looking statements are as of the date on which they are made, and we assume no obligation to update or revise any forward-looking statement.
About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life’s uncertainties with affordable, simple and connected protection for autos, homes, electronic devices, and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online, and at the workplace. Allstate has 212 million policies in force and is widely known for the slogan “You’re in Good Hands with Allstate.” For more information, visit www.allstate.com.
