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ALLSTATE CORPALL

Sector
Financial Services
Industry
Fire, Marine & Casualty Insurance
Exchange
NYSE

Stock Price $ALL

Latest filings

You are here#32 of 58 in Financials by market cap

Filing record · 2016–202610-K1110-Q328-K240

ALL filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 240 current reports (8-K) between 2016 and 2026.

  1. FY2016 annual report10-K · Feb ’17Feb ’17
  2. Leadership change8-K · Dec ’19Dec ’19
  3. Material agreement8-K · Nov ’21Nov ’21
  4. Leadership change8-K · Nov ’25Nov ’25

01—Key figures

Share Class
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $67.69B
YoY changeLargest recent move+20.7%in FY21Latest +5.6%

Latest bar from 10-KFY2025Click a bar to open its SEC filing

View full history →
All ALL Financial Metrics46 metrics

Income Statement9

Balance Sheet18

Cash Flow14

Per Share5

02—Overview

ALLSTATE CORP Financial Overview 2021–2025

Updated Jul 10, 2026

Allstate's net income surged to $10.17 billiona in FY2025, marking a drastic operational turnaround from a punishing $1.42 billion net loss in FY2022. By aggressively raising premiums, capping non-catastrophe auto losses, and shedding peripheral health units, the legacy insurer has fundamentally repaired its core property-liability margins and repositioned itself for leaner, highly profitable growth.

Despite navigating severe inflationary pressures and heightened catastrophe claims early in the cycle, total revenue grew steadily from $50.59 billion in FY2021 to $67.69 billionb in FY2025. This top-line expansion was heavily supported by structural fixes within the Allstate Protection segment, which flipped from a $2.78 billion underwriting loss in FY2022 to an $8.69 billion underwriting gain by FY2025. Management's strategic decision to divest its employer voluntary benefits and group health businesses unlocked significant capital and generated over $1.6 billion in pre-tax gains, culminating in a new $4.00 billion share repurchase authorization. As earnings rapidly recovered from a deficit of $-5.14 per share in FY2022 to a robust $16.99 per share by FY2024, market sentiment rebounded accordingly, with the stock closing at $208.15 per share at the end of FY2025.

Recent Developments (Q4 2025 and Q1 2026)

In Q1 2026, Allstate's profitability accelerated as net income jumped to $2.43 billionc, up from $566 million in Q1 2025. This expansion was fueled by a massive drop in catastrophe losses to $1.24 billion—down from $2.20 billion a year prior—which propelled quarterly underwriting income to $2.66 billion. Total revenues also rose 3.0% to $16.94 billion, supported by steady auto and homeowners policy growth.

The insurer returned $620 milliond to shareholders through buybacks during the quarter and recently saw investors reject a proposal tying executive pay to ESG metrics at its May annual meeting. Bulls argue the steep decline in catastrophe claims and rising net investment income, which reached $938 million, justify further upside. Conversely, bears warn that ongoing monthly weather volatility could quickly erode margins if storm severity returns. Trading at 12.5x earnings as of the April 29, 2026 reporting date, the stock appears attractively valued against its robust underwriting recovery.

What to watch: monthly catastrophe loss estimates heading into peak storm season; yield trends across the company's expanding investment portfolio.

03—Filings

Recent SEC Filings

  1. 8-KALLSTATE CORP 8-K Report, Regulation FD Disclosure (Oct 15, 2026)Allstate (NYSE: ALL) furnished an 8-K on October 15, 2026, under Regulation FD (Item 7.01) and Item 9.01, attaching its September 2026 monthly release on estimated catastrophe losses. The exhibit is furnished rather than filed, so it is not subject to the liability provisions of Section 18 of the Exchange Act. The filing is an operational update, not a financial statement release: it contains no earnings, balance sheet, guidance, or reserve data. The headline figures are September 2026 estimated catastrophe losses of $220 million pre-tax ($173 million after-tax), and third-quarter 2026 catastrophe losses of $1.65 billion pre-tax ($1.30 billion after-tax). Catastrophe losses are a key driver of quarterly results for a property-casualty insurer like Allstate, so investors will compare these totals against prior-year quarters, the company's reinsurance program, and its catastrophe loss assumptions in guidance. The release does not state how these figures compare with prior periods or with the company's expectations. For investors, the key takeaway is that Q3 2026 catastrophe losses were material but the filing gives no context on whether they were above or below plan. Investors should look to Allstate's Q3 2026 earnings release and 10-Q for the full impact on combined ratio, net income, and outlook. The release also notes that the 216 million policies in force figure is company-wide boilerplate, not a new metric.
  2. 8-KALLSTATE CORP 8-K Report, Regulation FD Disclosure (Sep 17, 2026)On September 17, 2026, The Allstate Corporation (NYSE: ALL) furnished under Item 7.01 (Regulation FD) its August 2026 monthly release, which reports estimated catastrophe losses. Allstate estimates August catastrophe losses at $748 million pre-tax, or $591 million after-tax. The company attributes these losses to 21 separate events, with roughly 50% tied to a single wind and hail event. Combined July and August catastrophe losses total $1.43 billion pre-tax, or $1.13 billion after-tax, which implies July losses of roughly $682 million pre-tax (about $539 million after-tax) based on the reported totals. For investors, the key figure is the scale of catastrophe exposure in the summer months relative to Allstate's earnings capacity, and the concentration of August losses in one wind and hail event. The filing does not disclose reserve changes, reinsurance recoveries, combined ratio impact, or any change to full-year guidance, so investors will need to rely on Allstate's quarterly results and earnings materials to assess the financial effect on profitability. The release is furnished rather than filed, so it is not subject to the liability provisions that apply to filed information, and it is posted on allstateinvestors.com. The disclosure is part of Allstate's recurring monthly catastrophe loss reporting, which gives investors an early, periodic read on weather-driven loss trends. The release includes standard forward-looking statement language and refers readers to the Risk Factors section of the most recent Form 10-K for the factors that could cause actual results to differ.
  3. 8-KALLSTATE CORP 8-K Report, Regulation FD Disclosure (Aug 20, 2026)Allstate Corporation (NYSE: ALL) filed an 8-K on August 20, 2026 furnishing its July 2026 monthly release, which reports estimated catastrophe losses for the month. Pre-tax catastrophe losses were estimated at $682 million, or $539 million after tax, across 23 separate events. The filing is furnished under Item 7.01 (Regulation FD) rather than filed, so the information is not subject to the liability provisions of Section 18 of the Exchange Act. For investors, the key takeaway is that roughly 75% of July's catastrophe losses came from two wind and hail events, indicating that a concentrated set of severe weather events drove the bulk of the quarter-to-date cat burden. Monthly cat loss disclosures are a recurring item for Allstate, and they give investors an early read on underwriting results ahead of the quarterly earnings release, since catastrophe losses are a major source of earnings volatility for property insurers. The filing itself does not provide a comparison to prior-year July losses, a full-year cat budget, or guidance changes, so the figures should be evaluated against those benchmarks from other company disclosures. The release contains no new financial guidance, capital actions, or material corporate events. Its primary relevance is as an input to near-term earnings expectations for Allstate's Property-Liability segment, and investors should monitor subsequent monthly releases to assess whether the catastrophe loss trend is persisting.
  4. 8-KALLSTATE CORP 8-K Report, Financial Results (Aug 5, 2026)Allstate reported second-quarter 2026 results on August 5, 2026, with consolidated revenues of $18.6 billion, up 11.8% year over year, and GAAP net income applicable to common shareholders of $3.2 billion ($12.51 per diluted share) versus $2.1 billion a year earlier. Adjusted net income, the non-GAAP measure management emphasizes, was $2.3 billion, or $8.99 per diluted share, up 51.3% from $5.94. The headline GAAP figure is inflated by $1.1 billion of net investment gains, driven mainly by a $1.2 billion valuation increase on equity securities, so investors should anchor on adjusted earnings for underlying run-rate profitability. Trailing-twelve-month adjusted return on common equity was 44.2%, though this ratio is flattered by a much smaller equity base after heavy buybacks and rising book value. Property-Liability underwriting was strong. The recorded combined ratio improved to 86.6 from 91.1, helped by catastrophe losses that fell 13.5% to $1.7 billion and favorable prior-year reserve releases, partly offset by higher legal expenses. The underlying combined ratio was essentially flat at 79.4 versus 79.5. Auto was the standout, with a recorded combined ratio of 83.3 and a 2.8% policy growth rate, while homeowners swung to a $226 million underwriting profit from a loss a year earlier. Protection Services revenue rose 7.8% to $935 million, but its adjusted net income fell $7 million to $53 million on higher Protection Plans claim costs. Net investment income rose to $1.0 billion, and Allstate returned $1.3 billion to shareholders in the quarter, including $1.0 billion of buybacks. The filing is furnished under Item 2.02 rather than filed, so the press release and investor supplement are not incorporated into Exchange Act filings. Because the release contains no new guidance, the key open questions for investors are how sustainable the low underlying auto loss trend and favorable reserve development are, and whether the homeowners and Protection Plans margin trends hold through the rest of the year.
  5. 8-KALLSTATE CORP 8-K Report, Regulation FD Disclosure (Jul 16, 2026)Allstate Corp (NYSE: ALL) filed an 8-K on July 16, 2026 under Regulation FD (Item 7.01), furnishing its June 2026 monthly release on estimated catastrophe losses. The filing is informational rather than a financial restatement or material event: no earnings, guidance changes, or executive or capital actions are disclosed. The exhibit is furnished, not filed, so it is not subject to Section 18 liability. The headline figures are estimated catastrophe losses of $563 million pre-tax ($445 million after-tax) for June 2026. Second-quarter catastrophe losses totaled $1.72 billion pre-tax ($1.36 billion after-tax). Investors should treat these as estimates, since the release is a monthly update and final results come later in quarterly reporting. For investors, the key takeaway is that catastrophe losses are a major swing factor in Allstate's property insurance earnings. Monitoring these monthly releases helps in assessing underwriting margin trends, reinsurance and pricing adequacy, and the quality of the company's quarterly earnings. The filing itself contains no forward guidance, so any valuation impact depends on how these loss levels compare with expectations and with the company's full-year catastrophe load assumptions.
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04—See also

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