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Mario Rizzo, Chief Operating Officer, AIC, on May 01, 2026, sold 18,578 shares in Allstate (ALL) for $4,064,866. Following the Form 4 filing with the SEC, Rizzo has control over a total of 83,905 common shares of the company, with 82,227 shares held directly and 1,678 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/899051/000089905126000076/xslF345X05/form4.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $15 to $260, valuing ALL shares at 10x our 2027 operating EPS estimate of $26.05 (raised today by $0.55) and at 9.2x our 2026 EPS estimate of $28.15, vs. the one-year average forward multiple and the peer average of 11x. The decline in operating EPS expected in 2027 refects the impact of unusually favorable claim trends in Q1 2026 (that we don't see as a long-term run rate). Q1 operating EPS of $10.65 vs. $3.53 in the prior year topped our $6.85 estimate and the $7.24 consensus forecast, reflecting improved underwriting performance. Q1 revenue growth of 3% was below our 4%-8% forecast, though P-C earned premiums rose 5.5%. The combined ratio improved to 82.0% from 97.4% on 44% lower catastrophe losses. The underlying combined ratio (ex-catastrophes) improved to 80.3% from 83.1%, validating the success of previous rate increases. Currently trading at around 8x our 2026 and 2027 EPS estimate, we view the shares as undervalued vs. peer and historical averages.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ALL reported Q1 operating EPS of $10.65 vs. $3.53 in the prior year, topping our $6.85 estimate and the $7.24 consensus forecast. The strong results were led by improved underwriting performance. Q1 revenue growth of 3% was below our 4%-8% forecast, though P-C earned premiums rose 5.5%. The combined ratio improved to 82.0% from 97.4% on 44% lower catastrophe losses. The underlying combined ratio (ex-catastrophes) improved to 80.3% from 83.1%, validating the success of previous rate increases. The recent $2B sale of the employer voluntary benefits business, part of ALL's broader restructuring strategy, will free up capital for redeployment into core P-C operations. We expect ALL to maintain pricing discipline despite anticipated increased competition, particularly in auto insurance. The company's strong underlying underwriting results demonstrate the success of aggressive rate increases that were implemented to address adverse claim trends. We look forward to management's pricing outlook on the April 30 call.
Allstate (ALL) has an average rating of overweight and mean price target of $243.20, according to analysts polled by FactSet.Price: $216.13, Change: $+2.26, Percent Change: +1.06%
Allstate (ALL) has an average rating of overweight and mean price target of $243.25, according to analysts polled by FactSet.Price: $214.81, Change: $-0.28, Percent Change: -0.13%
Allstate (ALL) has an average rating of overweight and mean price target of $243.25, according to analysts polled by FactSet.Price: $215.02, Change: $-0.07, Percent Change: -0.03%
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