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NYSE · Financials

ALLSTATE CORP (ALL)

As-reported financials and SEC filings for ALLSTATE CORP. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About ALLSTATE CORP

Allstate Corporation is a major personal lines insurer in the United States offering auto, homeowners, and other personal property-liability insurance products. It serves customers through exclusive agents, independent agents, and direct channels under brands such as Allstate, National General, and Direct Auto. The company also provides consumer product protection plans, roadside assistance, identity protection, and mobility intelligence services using automotive telematics.

Snapshot

Revenue
$67.69B
Revenue growth (YoY)
5.6%
Net income
$10.28B
Diluted EPS
$38.06
Gross margin
Operating margin
Net margin
15.2%
FCF margin
14.6%
ROE
33.6%
net income / fiscal-year-end equity
P/E
5.2×
trailing when available, otherwise FY EPS
Market cap
$65.20B
Long-term debt / equity
0.24×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Allstate

  • Revenue grew 5.6% to $67.7B in FY2025, slower than the 12.3% the year before.
  • Most recent quarter Q2 FY2026: revenue $18.6B, up 11.8% from Q2 FY2025.
  • Free cash flow was $9.9B in FY2025, 14.6% of revenue.
  • Net income rose 120.3% to $10.3B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Allstate’s fundamentals sit among the 88 insurance companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Net margin15.2%
67th percentile of 82
FCF margin14.6%
43rd percentile of 55
Revenue growth (YoY)+5.6%
37th percentile of 88
ROE33.6%
92nd percentile of 73
P/E5.2×
8th percentile of 72
Long-term debt / equity0.24×
53rd percentile of 48
Short interest2.69d
28th percentile of 87

Allstate’s return on equity of 33.6% ranks in the 92nd percentile of the 73 insurance companies reporting it. Allstate’s P/E of 5.2 ranks in the 8th percentile of the 72 peers with a meaningful P/E.

No reported insider purchases (code P) in the last 90 days; 5 insider sales totaling $23.8M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 4 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
4
+6 quant / multi-strat
Initiated / added
2
0 new, 2 added
Reduced / exited
7
6 trimmed, 1 exited
Combined position
$443.5M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$266.0M1.1MReduced
Markel GroupQ2 2026$36.8M154.6KHeld
D. E. ShawquantQ2 2026$30.8M129.5KReduced
Citadel AdvisorsquantQ2 2026$26.4M111.0KReduced
Point72 Asset ManagementquantQ2 2026$26.2M110.1KReduced
Two Sigma InvestmentsquantQ2 2026$20.0M84.0KReduced
Millennium ManagementquantQ2 2026$19.2M80.9KAdded
Bridgewater AssociatesQ2 2026$13.4M56.1KReduced
Gotham Asset ManagementQ2 2026$4.2M17.6KAdded
Dodge & CoxQ2 2026$617,4542.6KHeld

No longer held by: Renaissance Technologies (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
5
$23.8M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-11
filed 2026-08-12
Rizzo MarioInsiderSell43.4K$264.17$11.5M
2026-08-11
filed 2026-08-12
Rizzo MarioInsiderSell12.8K$265.55$3.4M
2026-08-07
filed 2026-08-11
Dugenske John EInsiderSell25.7K$268.80$6.9M
2026-08-07
filed 2026-08-11
Dugenske John EInsiderSell3.9K$272.05$1.1M
2026-08-07
filed 2026-08-11
Dugenske John EInsiderSell3.4K$270.20$913K
2026-06-01
filed 2026-06-02
REDMOND ANDREADirectorSell2.2K$202.91$451K
2026-05-22
filed 2026-05-27
Prindiville Mark QInsiderSell1.6K$216.27$335K
2026-05-01
filed 2026-05-04
Rizzo MarioInsiderSell18.6K$218.80$4.1M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
5.2M
settled 2026-08-14
Change vs prior
-23.0%
vs previous settlement
Days to cover
2.69
at avg daily volume
Avg daily volume
1.9M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-145.2M-23.0%2.69
2026-07-316.8M-16.6%4.53
2026-07-158.2M-0.9%4.67
2026-06-308.2M-3.4%3.55
2026-06-158.5M-5.1%5.60
2026-05-299.0M+19.4%4.73
2026-05-157.5M+10.5%4.47
2026-04-306.8M-2.8%5.03

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$67.69B$64.11B$57.09B$51.41B$50.60B
Gross profit
Operating income
Net income$10.28B$4.67B$-188.0M$-1.29B$1.61B
Diluted EPS$38.06$16.99$-1.20$-5.14$5.01

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$678.0M$704.0M$722.0M$736.0M$763.0M
Current assets
Total assets$119.76B$111.62B$103.36B$97.99B$99.44B
Current liabilities
Long-term debt$7.49B$8.09B$7.94B$7.96B$7.98B
Total liabilities$89.17B$90.25B$85.73B$80.63B$74.31B
Total equity$30.59B$21.37B$17.63B$17.36B$24.94B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$10.11B$8.93B$4.23B$5.12B$5.12B
Capital expenditure$228.0M$210.0M$267.0M$420.0M$345.0M
Free cash flow$9.88B$8.72B$3.96B$4.70B$4.77B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$18.60B11.8%$3.27B$12.51
Q1 FY2026$16.94B3.0%$2.46B$9.25
Q4 FY2025$17.34B5.1%$3.83B$14.46
Q3 FY2025$17.25B3.8%$3.75B$13.95
Q2 FY2025$16.63B5.8%$2.11B$7.76
Q1 FY2025$16.45B7.8%$595.0M$2.11
Q4 FY2024$16.51B11.3%$1.93B$7.17
Q3 FY2024$16.63B14.7%$1.19B$4.33

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorFinancials
SIC industryFire, Marine & Casualty Insurance
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2018
SEC CIK899051

Selected SEC filings

10-K2026-02-20
View on EDGAR →
10-K2025-02-24
View on EDGAR →
10-Q2026-08-05
View on EDGAR →
10-Q2026-04-29
View on EDGAR →
10-Q2025-11-05
View on EDGAR →
10-Q2025-07-30
View on EDGAR →
8-K2026-08-20
View on EDGAR →
8-K2026-08-05
View on EDGAR →

Largest insurance peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.