Allstate Corp's stock has dropped 3.53% and hit a 20-day low amid a broader market decline, with the Nasdaq-100 down 0.33% and the S&P 500 down 0.32%.
The company is scheduled to release its Q4 2025 financial results on February 5, 2026, with a conference call planned for the same day. This upcoming earnings report is expected to provide critical insights into Allstate's financial health and future outlook, enhancing transparency for investors. The Form 8-K filing will be submitted on February 4, ensuring timely access to information.
Investors are keenly awaiting the earnings call, as Allstate has over 209 million policies in force, indicating a strong market presence. The results will likely influence investor sentiment and stock performance moving forward.
Wall Street analysts forecast ALL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALL is 238.35 USD with a low forecast of 201.00 USD and a high forecast of 313.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast ALL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALL is 238.35 USD with a low forecast of 201.00 USD and a high forecast of 313.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
7 Hold
1 Sell
Moderate Buy
Current: 197.330
Low
201.00
Averages
238.35
High
313.00
Current: 197.330
Low
201.00
Averages
238.35
High
313.00
Evercore ISI
In Line
downgrade
$233 -> $225
2026-01-07
Reason
Evercore ISI
Price Target
$233 -> $225
AI Analysis
2026-01-07
downgrade
In Line
Reason
Evercore ISI lowered the firm's price target on Allstate to $225 from $233 and keeps an In Line rating on the shares. With a tough cyclical backdrop, 2026 is "shaping up to be a challenging year for the P&C insurance sector," but this presents "a stock pickers market with opportunities for discerning investors," the analyst says in a year-ahead outlook note for the group.
Goldman Sachs
Buy
maintain
$243 -> $227
2026-01-07
Reason
Goldman Sachs
Price Target
$243 -> $227
2026-01-07
maintain
Buy
Reason
Goldman Sachs lowered the firm's price target on Allstate to $227 from $243 and keeps a Buy rating on the shares. In a sector note on Americas Insurance, the firm said it expects "strong and fairly resilient" insurer profitability for the next few years, but added that it believes we are "solidly in the softening phase" of the P&C insurance cycle, which leads to "increased capital supply and competition, which should drive a deceleration in growth/pricing/margins, that we think are broadly underappreciated within Street estimates."
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Keefe Bruyette
Meyer Shields
maintain
$250 -> $254
2026-01-06
Reason
Keefe Bruyette
Meyer Shields
Price Target
$250 -> $254
2026-01-06
maintain
Reason
Keefe Bruyette analyst Meyer Shields raised the firm's price target on Allstate to $254 from $250 and keeps an Outperform rating on the shares.
BofA
NULL -> Buy
maintain
$300 -> $313
2026-01-05
Reason
BofA
Price Target
$300 -> $313
2026-01-05
maintain
NULL -> Buy
Reason
BofA raised the firm's price target on Allstate to $313 from $300 and keeps a Buy rating on the shares. As in 2025, the pricing trends for most P&C insurance products do not appear positive, the analyst tells investors in a research note. While pricing for liability lines remains positive, it seems that loss costs are rising more steeply than prices, the analyst says, adding that personal auto rates are flattish, while some investors are expecting decline in response to high profitability. The firm added, however, that underwriter valuations hardly look expensive, even as fundamentals have tipped in the "wrong direction."
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.
