Financials·Property & Casualty Insurance·$55.0B
Allstate Corp (ALL) is a leading provider of property and casualty insurance in the United States. With a market cap of $56 billion, the company plays a crucial role in the financial sector by offering protection against risks like accidents and natural disasters, which is especially relevant in today's uncertain economic climate.
EPS
Earnings per share (EPS) is a key indicator of profitability and will help assess how well Allstate is managing its costs and generating profit.
Revenue
Revenue figures provide insight into the overall business performance and demand for insurance products, which can be influenced by market conditions.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+90.73%
Avg Stock Reaction
+0.43%
In Q4 2025, Allstate reported an impressive EPS of $14.31, significantly exceeding analyst expectations. The stock reacted positively, gaining 2.65% the following day.
Management Promises & Guidance
Analysts are generally optimistic about Allstate's upcoming earnings, expecting strong EPS and revenue growth. The company has consistently beaten earnings estimates in recent quarters.
Bull Case
If Allstate maintains its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.
Bear Case
Concerns about rising claims costs and economic pressures could lead to disappointing results, which might negatively impact investor sentiment.
EPS
$7.24Earnings per share (EPS) is a key indicator of profitability and will help assess how well Allstate is managing its costs and generating profit.
Revenue
$17.3BRevenue figures provide insight into the overall business performance and demand for insurance products, which can be influenced by market conditions.
The print will turn on these two things.
Q1
What will the EPS be compared to the consensus estimate of $7.24?
A significant beat could reinforce investor confidence, while a miss might raise concerns about operational challenges.
Q2
How does Allstate plan to address rising claims costs?
Investors will be keen to hear about strategies to manage costs, as this directly impacts profitability and future growth.
Why consensus could be wrong
The consensus may underestimate Allstate's ability to manage rising claims costs effectively, given their historical performance and operational improvements.
Supporting Evidence
Allstate has consistently beaten EPS estimates, indicating strong management capabilities.
The options market is pricing in a larger move than historical averages, suggesting potential for a surprise.
Recent trends in the insurance market show increasing demand for coverage, which could benefit Allstate.
Key Risk
If claims costs come in lower than expected, it could significantly alter the market's perception of Allstate's profitability.
Pre-commit to what would confirm each case.
The upcoming earnings report is crucial as it will reflect Allstate's ability to navigate economic challenges and maintain profitability.
Bull Confirmed If
An EPS of $8.00 or higher would confirm strong operational performance and investor confidence.
Bear Confirmed If
An EPS below $5.87 would signal potential issues in cost management and market demand.
Implied Move
±4.95%
Historical Avg
±1.1%
The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.
Options are pricing ±4.9% while ALL has averaged ±1.1% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Allstate beats expectations, history suggests a potential stock increase of around +0.43%, confirming strong operational performance.
In-Line / Cautious
An in-line report may lead to muted reactions, as investors await further commentary on future guidance and market conditions.
Miss
If the company misses expectations, history suggests a potential decline of around -0.20%, raising concerns about profitability.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026