ALLSTATE CORP
At today's price, ALLSTATE CORP (ALL) is priced for 14.4% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Allstate is a property-and-casualty insurer in the best part of its cycle: the property-liability combined ratio fell to 82.0 in the first quarter of 2026 from 97.4 a year earlier, which means it kept 18 cents of underwriting profit on every premium dollar instead of barely breaking even [Source: Q1 FY2026 earnings release]. • The stock is priced as if the good years will not last: at roughly 1.9 times book value and under 9 times earnings, the price requires a return on equity far below the h
Is ALL overvalued? See what's priced in →
1,631 institutional managers reported holding ALL in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 44%. 130 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 8.5M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ALL has cut its share count 13.2% over the past five years, spending $6.79B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 12 years straight; the current rate is $4.00 a share annually. Cash returned over the past three years: $2.73B in dividends and $1.88B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ALL over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ALL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | -5.4% | +4.6% |
| 2023-11-02 | +2.5% | +13.1% |
| 2024-02-22 | +0.2% | +7.7% |
| 2024-05-02 | -0.5% | -5.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ALL's latest 8-K filings: 2026-07-16 (items 7.01, 9.01); 2026-07-14 (items 5.02, 7.01, 9.01); 2026-06-18 (items 7.01, 9.01); 2026-05-27 (items 5.07); 2026-05-21 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.