ALL

ALLSTATE CORP

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000899051
$221.63 +0.94% $57.1B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits
Vol
Market Cap$57.1B
Cap SizeLarge Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$28.7B
Inst. Activity36 buys / 14 sells
Insider Activity0B / 5S
Insider Net $-$7.3M
SEC Reports5
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. DE·CIK 0000899051·Prev Close $219.57

Recent Activity

Jun 10, 2026 short_volume
Short Volume: ALL — 73.9% short (0.5M / 0.6M)
Short: 456,017 | Exempt: 405 | TRF Vol: 617,361 | Short Ratio: 73.9% | Off-exchange volume (dark poo
Jun 5, 2026 Insider
Ferren Eric K acquired via exercise 245 shares
SVP, Controller, and CAO
Jun 5, 2026 Insider
Ferren Eric K surrendered for taxes 72 shares
SVP, Controller, and CAO @ $221.01 ($15.9K)
Jun 4, 2026 Insider
Carter Andrea M surrendered for taxes 1,654 shares
$210.84 ($348.7K)
May 21, 2026 SEC
Allstate disclosed estimated April 2026 catastrophe losses of $870 million ($687 million after-tax) from 10 wind and hai
8-K — Impact 4/10
Apr 29, 2026 SEC
Allstate reported Q1 2026 revenue of $16.9B (+3.0% YoY), slightly below consensus of $17.29B, but net income surged to $
8-K — Impact 7/10
Apr 16, 2026 SEC
Allstate reported estimated catastrophe losses of $925 million ($731 million after-tax) for March 2026 from 15 wind and
8-K — Impact 6/10
Inst.
FRANKLIN RESOURCES INC — ADD
8,022,317 shares ($1.7B)

Price Targets

$240.55 +8.5% upside Buy
Current $221.63 Low $176.00 Median $242.50 High $295.00 22 analysts
$176.00 $295.00

Analyst Ratings

Hold57% buy · 30 analysts
7Strong Buy
10Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 8, 2026 Keefe, Bruyette & Woods DOWNGRADE Outperform → Market Perform
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 1, 2026 Citigroup MAINTAIN Neutral → Neutral
May 1, 2026 Piper Sandler MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.64 $3.54 — $6.49 -22% YoY 20
Next Q $5.85 ▲ +1.2% $4.75 — $8.45 -48% YoY 20
Current FY $29.90 ▲ +0.9% $27.00 — $33.70 -14% YoY 23
Next FY $26.28 $22.81 — $31.90 -12% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$4.5B
VANGUARD CAPITAL MANAGEMENT LLC$3.5B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B
STATE STREET CORP$2.6B
FRANKLIN RESOURCES INC$1.7BADD

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Ferren EricM$0.00
Jun 5, 2026Ferren EricF$15.9K
Jun 4, 2026Carter AndreaF$348.7K
Jun 4, 2026Carter AndreaM$0.00
Jun 1, 2026REDMOND ANDREAA$0.00
50 institutional holders with $28.7B total value (138,365,810 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.21,889,106$4.5B15.8%
2VANGUARD CAPITAL MANAGEMENT LLC16,879,864$3.5B12.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC13,649,711$2.8B9.9%
4STATE STREET CORP12,259,933$2.6B8.9%
5FRANKLIN RESOURCES INC8,022,317$1.7B5.8%ADD +60.2%
6BANK OF AMERICA CORP /DE/7,913,320$1.6B5.7%
7GQG Partners LLC5,761,603$1.2B4.2%
8MORGAN STANLEY3,737,330$774.9M2.7%
9Invesco Ltd.3,366,972$698.1M2.4%
10RAYMOND JAMES FINANCIAL INC2,952,335$612.1M2.1%
11DEUTSCHE BANK AG\2,923,773$606.2M2.1%
12GOLDMAN SACHS GROUP INC2,825,628$585.9M2.0%
13DIMENSIONAL FUND ADVISORS LP2,804,615$581.5M2.0%
14FIRST TRUST ADVISORS LP2,232,938$463.0M1.6%ADD +30.6%
15AMERIPRISE FINANCIAL INC2,082,400$432.0M1.5%
16Legal & General Group Plc2,010,500$416.9M1.5%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,841,856$381.9M1.3%
18Nuveen, LLC1,494,296$309.8M1.1%
19VANGUARD FIDUCIARY TRUST CO1,462,900$303.3M1.1%
20FMR LLC1,402,109$290.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRANKLIN RESOURCES INCADD5,007,5498,022,317+60.2%$1.7B2026-Q1
FIRST TRUST ADVISORS LPADD1,710,1532,232,938+30.6%$463.0M2026-Q1
Allianz Asset Management GmbHDOUBLED269,6591,091,491+304.8%$226.3M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD671,379879,507+31.0%$182.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD646,437849,135+31.4%$176.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD581,119764,096+31.5%$158.4M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD420,609595,546+41.6%$123.5M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABADD325,493436,222+34.0%$89.5M2026-Q1
DANSKE BANK A/STRIM476,736331,481-30.5%$68.7M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD233,028322,071+38.2%$66.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD254,000317,700+25.1%$65.9M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD210,931309,633+46.8%$64.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM611,081307,668-49.7%$63.8M2026-Q1
Point72 Asset Management, L.P.NEW278,055$57.7M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCDOUBLED86,802211,404+143.5%$43.8M2026-Q1
EP Wealth Advisors, LLCTRIM311,364203,744-34.6%$42.2M2026-Q1
Assenagon Asset Management S.A.DOUBLED8,456163,074+1828.5%$33.8M2026-Q1
MARSHALL WACE, LLPTRIM262,505156,000-40.6%$32.3M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD69,283117,133+69.1%$24.3M2026-Q1
Korea Investment CORPTRIM262,719111,575-57.5%$23.1M2026-Q1
CREDIT AGRICOLE S ATRIM192,155107,559-44.0%$22.3M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD81,910102,589+25.2%$21.3M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASTRIM139,61799,453-28.8%$20.6M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM242,34484,330-65.2%$17.5M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED5,47082,759+1413.0%$17.2M2026-Q1
21 unique insiders with 50 transactions. Net insider value: -$7.3M ($0.00 bought, $7.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Ferren Eric KSVP, Controller, and CAOEXERCISE245
Jun 5, 2026Ferren Eric KSVP, Controller, and CAOTAX W/H72$221.01$15.9K
Jun 4, 2026Carter Andrea MTAX W/H1,654$210.84$348.7K
Jun 4, 2026Carter Andrea MEXERCISE4,025
Jun 1, 2026REDMOND ANDREADirectorAWARD917
Jun 1, 2026REDMOND ANDREADirectorSELL2,225$202.91$451.5K
Jun 1, 2026REDMOND ANDREADirectorEXERCISE2,225
Jun 1, 2026Turner Monica JDirectorAWARD917
Jun 1, 2026Turner Monica JDirectorEXERCISE1,603
Jun 1, 2026TRAQUINA PERRY MDirectorAWARD917
Jun 1, 2026Perold Jacques PDirectorAWARD917
Jun 1, 2026Perold Jacques PDirectorEXERCISE1,603
Jun 1, 2026Morris Maria RDirectorAWARD917
Jun 1, 2026Mehta Siddharth NDirectorAWARD917
Jun 1, 2026KEANE MARGARET MDirectorAWARD917
Jun 1, 2026KEANE MARGARET MDirectorEXERCISE1,603
Jun 1, 2026HUME RICHARD TDirectorAWARD917
Jun 1, 2026HUME RICHARD TDirectorEXERCISE1,603
Jun 1, 2026Crawford Kermit RDirectorAWARD917
Jun 1, 2026Brown Donald EugeneDirectorAWARD917
May 22, 2026Prindiville Mark QEXERCISE1,550$69.31$107.4K
May 22, 2026Prindiville Mark QSELL1,550$216.27$335.2K
May 7, 2026WILSON THOMAS JChairman, President & CEOGIFT10,461
May 1, 2026Rizzo MarioEXERCISE18,578$92.80$1.7M
May 1, 2026Rizzo MarioSELL18,578$218.80$4.1M
Apr 1, 2026KEANE MARGARET MDirectorAWARD165$204.10$33.7K
Apr 1, 2026Perold Jacques PDirectorAWARD208$204.10$42.5K
Apr 1, 2026TRAQUINA PERRY MDirectorAWARD202$204.10$41.2K
Mar 20, 2026WILSON THOMAS JChairman, President & CEOGIFT6,134
Mar 16, 2026WILSON THOMAS JChairman, President & CEOSELL2,139$207.65$444.2K
Mar 2, 2026WILSON THOMAS JChairman, President & CEOSELL9,284$211.86$2.0M
Feb 25, 2026Merten Jesse EEXERCISE12,879$122.64$1.6M
Feb 24, 2026DeBiase Christine M.EVP, CLO and General CounselEXERCISE728
Feb 24, 2026Rizzo MarioEXERCISE1,271
Feb 24, 2026Prindiville Mark QEXERCISE402
Feb 24, 2026Gupta SurenEXERCISE680
Feb 24, 2026Ferren Eric KSVP, Controller, and CAOEXERCISE221
Feb 24, 2026Dugenske John EChief Financial OfficerEXERCISE1,033
Feb 24, 2026Brady ElizabethEXERCISE476
Feb 24, 2026Jeevanjee ZulfikarEXERCISE565
Feb 24, 2026Merten Jesse EEXERCISE1,201
Feb 21, 2026Rizzo MarioEXERCISE1,832
Feb 21, 2026Rizzo MarioTAX W/H769$206.37$158.7K
Feb 21, 2026Prindiville Mark QEXERCISE571
Feb 21, 2026Prindiville Mark QTAX W/H240$206.37$49.5K
Feb 21, 2026Merten Jesse EEXERCISE1,508
Feb 21, 2026Merten Jesse ETAX W/H669$206.37$138.1K
Feb 21, 2026Jeevanjee ZulfikarEXERCISE754
Feb 21, 2026Jeevanjee ZulfikarTAX W/H333$206.37$68.7K
Feb 21, 2026Gupta SurenEXERCISE942

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (57% buy). Based on 30 analysts: 7 strong buy, 10 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$240.55 mean target +8.5% upside Buy (2.20)
$176.00 Low $295.00 High
MetricValue
Current Price$221.63
Target Low$176.00
Target Mean$240.55
Target Median$242.50
Target High$295.00
# Analysts22
RecommendationBuy (2.20)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.64 $3.54 $6.49 -21.8% -0.1% 3↑ 5↓ $17.3B 3.9% 20
Next Q
2026-09-30
$5.85 $4.75 $8.45 -47.6% +1.2% 3↑ 3↓ $17.5B 1.5% 20
Current FY
2026-12-31
$29.90 $27.00 $33.70 -14.2% +0.9% 5↑ 2↓ $70.5B 4.1% 23
Next FY
2027-12-31
$26.28 $22.81 $31.90 -12.1% +0.5% 7↑ 4↓ $73.5B 4.3% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.645
7d ago$4.626+0.019
30d ago$4.652-0.007
60d ago$4.453+0.192
90d ago$4.401+0.244
10 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 8, 2026 Keefe, Bruyette & Woods DOWNGRADE Outperform Market Perform
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 1, 2026 Citigroup MAINTAIN Neutral Neutral
May 1, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 8, 2026 Barclays MAINTAIN Underweight Underweight
Mar 20, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 20, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 11, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 10, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 9, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 Cantor Fitzgerald REITERATE Neutral Neutral
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 12, 2026 TD Cowen DOWNGRADE Buy Hold
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Dec 18, 2025 William Blair DOWNGRADE Outperform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026710121057%
May 1, 2026710111059%
Apr 1, 2026710101061%
Mar 1, 202671191064%
Feb 1, 202671191064%
Jan 1, 202671281068%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 10, 2026
short_volume
Short Volume: ALL — 73.9% short (0.5M / 0.6M)
Short: 456,017 | Exempt: 405 | TRF Vol: 617,361 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: ALL — 68.9% short (0.4M / 0.5M)
Short: 359,102 | Exempt: 1,329 | TRF Vol: 521,099 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ALL — 69.4% short (0.5M / 0.7M)
Short: 454,632 | Exempt: 9 | TRF Vol: 655,482 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ALL — 74.0% short (0.4M / 0.5M)
Short: 378,692 | Exempt: 197 | TRF Vol: 512,080 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ALL — 64.7% short (0.4M / 0.6M)
Short: 399,070 | Exempt: 100 | TRF Vol: 616,971 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ALL — 66.4% short (0.4M / 0.6M)
Short: 375,895 | Exempt: 450 | TRF Vol: 565,788 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: ALL — 69.1% short (0.4M / 0.6M)
Short: 421,051 | Exempt: 25 | TRF Vol: 609,448 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: ALL — 1.2M shares, 42,387 trades
Week starting 2026-05-25. Total ATS volume: 1,248,666 shares across 42,387 trades.
May 21, 2026
short_volume
Short Volume: ALL — 71.6% short (0.6M / 0.8M)
Short: 553,346 | Exempt: 181 | TRF Vol: 772,595 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ALL — 68.2% short (1.2M / 1.8M)
Short: 1,222,256 | Exempt: 221 | TRF Vol: 1,792,553 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ALL — 2.8M shares, 61,079 trades
Week starting 2026-05-18. Total ATS volume: 2,776,005 shares across 61,079 trades.
May 13, 2026
short_volume
Short Volume: ALL — 57.6% short (0.3M / 0.6M)
Short: 345,856 | Exempt: 650 | TRF Vol: 600,727 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ALL — 57.8% short (0.4M / 0.6M)
Short: 356,273 | Exempt: 529 | TRF Vol: 616,671 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ALL — 2.2M shares, 58,387 trades
Week starting 2026-05-11. Total ATS volume: 2,248,204 shares across 58,387 trades.
May 7, 2026
short_volume
Short Volume: ALL — 56.8% short (0.6M / 1.1M)
Short: 645,381 | Exempt: 633 | TRF Vol: 1,137,038 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)