The Math Shows IAK Can Go To $146
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2025
0mins
Source: NASDAQ.COM
iShares U.S. Insurance ETF Analysis: The iShares U.S. Insurance ETF (IAK) has an implied analyst target price of $146.24 per unit, indicating a potential upside of 12.66% from its current trading price of $129.81.
Key Holdings with Upside Potential: Notable underlying holdings such as Stewart Information Services Corp, Hanover Insurance Group Inc, and Allstate Corp show significant upside potential, with expected increases of 18.16%, 17.84%, and 17.01% respectively based on average analyst target prices.
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Analyst Views on ALL
Wall Street analysts forecast ALL stock price to rise
16 Analyst Rating
9 Buy
6 Hold
1 Sell
Moderate Buy
Current: 206.560
Low
207.00
Averages
239.64
High
281.00
Current: 206.560
Low
207.00
Averages
239.64
High
281.00
About ALL
The Allstate Corporation protects people from life’s uncertainties with a wide array of protection for autos, homes, electronic devices and identity theft. The Company’s products are available through Allstate agents, independent agents, major retailers, online and at the workplace. Its Allstate Protection segment offers private passenger auto, homeowners, other personal lines and commercial insurance. Its Run-off Property-Liability segment includes property and casualty insurance coverage. The Company’s Protection Services segment provides consumer product protection plans, device and mobile data collection services and analytic solutions using automotive telematics information, roadside assistance, protection and insurance products and identity protection and restoration through Allstate Protection Plans, Allstate Dealer Services, Allstate Roadside, Arity and Allstate Identity Protection.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Capital Gains Performance: Between November 13 and December 1, 2025, Allstate's stock price rose from $211.16 to $212.98, an increase of $1.82, suggesting that a pre-dividend buying strategy could yield significant capital gains for investors.
- Dividend Frequency and Yield: With a quarterly dividend frequency and an implied annualized yield of 2.08%, Allstate presents itself as an attractive option for investors focused on dividend runs, particularly in a stable income environment.
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- Enhanced Shareholder Returns: The company announced an 8% increase in its quarterly dividend to $1.08 per share and initiated a $4 billion share repurchase program, aimed at boosting shareholder value and enhancing market confidence.
- Insurance Product Innovation: Allstate launched new affordable, simple, and connected auto and homeowners insurance products in 43 and 31 states respectively, which is expected to further drive growth in personal lines, with new business more than doubling since 2019.
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- Stable Yield: Following this dividend increase, Allstate's forward yield stands at 2.02%, which not only attracts income-seeking investors but also enhances the stock's market appeal, potentially driving up its price.
- Shareholder Return Plan: The dividend is set to be paid on April 1, with a record date of March 2 and an ex-dividend date also on March 2, ensuring shareholders receive timely returns and further solidifying their trust in the company.
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- Dividend Increase: The company announced an 8% increase in its common shareholder dividend to $1.08 per share, payable on April 1, 2026, reflecting confidence in future cash flows and enhancing shareholder returns.
- Share Buyback Program: Allstate plans to initiate a $4.0 billion share buyback program following the completion of its existing $1.5 billion program, aimed at boosting EPS by reducing the number of shares outstanding, thereby increasing investor confidence.
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- Dividend Run Concept: Allstate Corp is set to go ex-dividend on March 2, 2026, with a dividend of $1.08, and historical data indicates that in three out of the last four dividends, the stock experienced capital gains exceeding the dividend amount, highlighting the potential for a dividend run.
- Capital Gains Performance: Between November 13 and December 1, 2025, Allstate's stock price rose from $211.16 to $212.98, an increase of $1.82, suggesting that a pre-dividend buying strategy could yield significant capital gains for investors.
- Dividend Frequency and Yield: With a quarterly dividend frequency and an implied annualized yield of 2.08%, Allstate presents itself as an attractive option for investors focused on dividend runs, particularly in a stable income environment.
- Diverse Investment Strategies: Investors have varying perspectives on the timing of dividend runs, with some opting to buy two weeks prior and hold, while others prefer to sell the day before the ex-dividend date to maximize capital gains, offering flexibility in investment strategies.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment regarding these firms' prospects, which could influence investor decisions and market dynamics.
- Upgrades and Downgrades: While specific names of upgrades and downgrades are not detailed, such changes typically have a direct impact on the short-term performance of the affected stocks, prompting investors to pay close attention to these shifts.
- Market Reaction Expectations: Adjustments in analyst ratings may trigger market volatility, especially when investor expectations are high for certain stocks, potentially leading to significant price fluctuations.
- Investor Decision Impact: Investors considering buying WMT stock should take into account the latest insights from analysts to make more informed investment decisions, even though specific analyst opinions were not elaborated in the report.
See More
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Dividend Trends: Dividends are increasing for leading companies in asset management and insurance markets, with analysts indicating significant upside potential for firms like Blackstone, which has a substantial asset management portfolio.
Blackstone Performance: Despite a recent -23% total return over the past 52 weeks, Blackstone's dividend yield remains strong, with a recent quarterly dividend increase of 15%, reflecting a positive outlook from analysts.
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Allstate's Financials: Allstate reported a decent total return of 10% over the past year, with a substantial 8% increase in its quarterly dividend, showcasing solid performance and a favorable outlook among analysts.
See More
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- Strong Financial Performance: In Q4 2025, Allstate reported total revenues of $17.3 billion and $67.7 billion for the year, with net income of $3.8 billion, reflecting robust growth and profitability in the insurance market.
- Enhanced Shareholder Returns: The company announced an 8% increase in its quarterly dividend to $1.08 per share and initiated a $4 billion share repurchase program, aimed at boosting shareholder value and enhancing market confidence.
- Insurance Product Innovation: Allstate launched new affordable, simple, and connected auto and homeowners insurance products in 43 and 31 states respectively, which is expected to further drive growth in personal lines, with new business more than doubling since 2019.
- Significant Cost Control Success: The adjusted expense ratio has decreased by 6.6 points since 2018, allowing Allstate to offer more competitive insurance prices while maintaining margins, thereby enhancing its competitive position in the market.
See More
Allstate Increases Quarterly Dividend by 8% to $1.08
- Dividend Increase: Allstate has declared an increase in its quarterly dividend from $1.00 to $1.08 per share, representing an 8% rise, which reflects the company's ongoing improvement in profitability and cash flow, thereby boosting investor confidence.
- Stable Yield: Following this dividend increase, Allstate's forward yield stands at 2.02%, which not only attracts income-seeking investors but also enhances the stock's market appeal, potentially driving up its price.
- Shareholder Return Plan: The dividend is set to be paid on April 1, with a record date of March 2 and an ex-dividend date also on March 2, ensuring shareholders receive timely returns and further solidifying their trust in the company.
- Buyback Initiative: Allstate has also unveiled a $4 billion stock buyback plan aimed at enhancing earnings per share by reducing the number of shares outstanding, demonstrating the company's confidence in future growth and commitment to shareholder value.
See More
Allstate Reports Strong Q4 2025 Earnings, Stock Rises
- Strong Earnings Report: Allstate's Q4 2025 adjusted EPS of $14.31 significantly exceeded the $9.86 analyst estimate, marking a rise from $11.17 in Q3 and $7.67 in Q4 2024, indicating robust profitability improvements.
- Dividend Increase: The company announced an 8% increase in its common shareholder dividend to $1.08 per share, payable on April 1, 2026, reflecting confidence in future cash flows and enhancing shareholder returns.
- Share Buyback Program: Allstate plans to initiate a $4.0 billion share buyback program following the completion of its existing $1.5 billion program, aimed at boosting EPS by reducing the number of shares outstanding, thereby increasing investor confidence.
- Underwriting Income Growth: The property-liability segment reported underwriting income of $4.01 billion in Q4, a substantial increase from $1.83 billion a year ago, demonstrating strong performance in underwriting amid easing catastrophe losses.
See More
