BDF Gestion Lowers Stock Holdings in The Allstate Corporation $ALL

BDF Gestion lowered its position in shares of The Allstate Corporation (NYSE:ALL) by 17.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,089 shares of the insurance provider’s stock after selling 4,178 shares during the period. BDF Gestion’s holdings in Allstate were worth $4,312,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Astoria Portfolio Advisors LLC. bought a new position in Allstate in the 3rd quarter valued at $316,000. Board of the Pension Protection Fund raised its position in shares of Allstate by 55.3% in the third quarter. Board of the Pension Protection Fund now owns 5,900 shares of the insurance provider’s stock worth $1,266,000 after buying an additional 2,100 shares in the last quarter. Kennebec Savings Bank boosted its stake in Allstate by 3.7% during the third quarter. Kennebec Savings Bank now owns 3,061 shares of the insurance provider’s stock valued at $657,000 after buying an additional 109 shares during the period. Bay Harbor Wealth Management LLC grew its position in Allstate by 2,000.0% during the third quarter. Bay Harbor Wealth Management LLC now owns 315 shares of the insurance provider’s stock worth $68,000 after buying an additional 300 shares in the last quarter. Finally, Voya Financial Advisors Inc. purchased a new position in Allstate during the third quarter worth about $253,000. Institutional investors own 76.47% of the company’s stock.

Key Headlines Impacting Allstate

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Zacks added ALL to its Zacks Rank #1 (Strong Buy) growth stocks list — a near-term institutional/retail buy signal that can support demand for the shares. Best Growth Stocks to Buy for Dec. 19
• Positive Sentiment: A Seeking Alpha piece highlights Allstate as a “profitability powerhouse” trading at a discount to peers, reinforcing a value case (reasonable P/E, strong ROE) that can attract value-oriented investors. Allstate: A Profitability Powerhouse…
• Positive Sentiment: Several bullish takeaways and long-term growth write-ups argue ALL is a top growth stock for long-term investors, which may support medium/long-horizon flows. Why Allstate is a top growth stock…
• Neutral Sentiment: Allstate’s November monthly release reports estimated catastrophe losses of $46M ($36M after-tax) and total Oct–Nov cat losses of $129M ($101M after-tax); losses appear manageable but are a reminder of weather risk volatility. November 2025 Monthly Release
• Neutral Sentiment: A Yahoo Finance piece asks whether investors should reassess valuation after a multi-year rally — this suggests debate on upside potential vs. current multiples, likely keeping trading range-bound. Should Investors Reassess Allstate’s Valuation…
• Neutral Sentiment: Benzinga reviews market sentiment around Allstate, including short interest and narratives — useful for traders but not an immediate directional catalyst by itself. What’s Driving the Market Sentiment Around Allstate…
• Neutral Sentiment: Consumer-focused coverage on Allstate car insurance pricing is informational for customers and analysts but unlikely to move the stock materially. How much does Allstate car insurance cost?
• Neutral Sentiment: The Allstate Foundation of Canada profile is positive PR but has limited near-term market impact. The Allstate Foundation of Canada…
• Negative Sentiment: William Blair downgraded Allstate — a sell-side downgrade can pressure the stock and reduce near-term buying interest from some institutional investors. William Blair downgrades Allstate
• Negative Sentiment: Unusually large volume of put option purchases has been reported, indicating traders are hedging or speculating on downside — this elevates short-term downside risk. Investors Purchase Large Volume of Put Options on Allstate
• Negative Sentiment: VMware has sued Allstate alleging obstruction of a software licensing audit — new litigation can be a headline risk and increase legal expense uncertainty. VMware sues Allstate…
• Negative Sentiment: Recent trading showed a near 2% intraday decline on Dec. 18, reflecting that some of the above negatives are already influencing price action. Allstate Stock Dips While Market Gains

Allstate Stock Up 0.2%

Shares of ALL opened at $205.29 on Friday. The Allstate Corporation has a 1 year low of $176.00 and a 1 year high of $215.89. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.43 and a quick ratio of 0.43. The stock has a 50 day simple moving average of $203.52 and a two-hundred day simple moving average of $202.45. The firm has a market cap of $53.72 billion, a P/E ratio of 6.65, a P/E/G ratio of 0.38 and a beta of 0.25.

Allstate (NYSE:ALL) last posted its quarterly earnings results on Wednesday, November 5th. The insurance provider reported $11.17 EPS for the quarter, topping the consensus estimate of $5.48 by $5.69. Allstate had a net margin of 12.53% and a return on equity of 35.42%. The firm had revenue of $17.26 billion for the quarter, compared to the consensus estimate of $16.59 billion. During the same period last year, the firm posted $3.91 earnings per share. The business’s revenue was up 3.8% compared to the same quarter last year. On average, analysts forecast that The Allstate Corporation will post 18.74 earnings per share for the current fiscal year.

Allstate Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 2nd. Shareholders of record on Monday, December 1st will be paid a $1.00 dividend. The ex-dividend date of this dividend is Monday, December 1st. This represents a $4.00 annualized dividend and a yield of 1.9%. Allstate’s payout ratio is currently 12.95%.

Insider Transactions at Allstate

In other news, insider Suren Gupta sold 3,786 shares of the firm’s stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $215.13, for a total transaction of $814,482.18. Following the transaction, the insider directly owned 100,646 shares of the company’s stock, valued at approximately $21,651,973.98. This trade represents a 3.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders have sold 28,807 shares of company stock worth $6,198,726 in the last ninety days. Corporate insiders own 1.70% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on ALL. Keefe, Bruyette & Woods raised their price target on Allstate from $246.00 to $250.00 and gave the company an “outperform” rating in a report on Tuesday, November 11th. Wells Fargo & Company upped their price objective on shares of Allstate from $202.00 to $216.00 and gave the stock an “equal weight” rating in a research report on Friday, November 7th. Evercore ISI set a $233.00 target price on shares of Allstate and gave the company an “in-line” rating in a research report on Wednesday, October 1st. Wolfe Research raised shares of Allstate to a “strong-buy” rating in a research note on Tuesday, September 16th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Allstate in a report on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $236.93.

Allstate Company Profile

Allstate Corporation is a publicly traded insurance company headquartered in Northbrook, Illinois, and is one of the largest personal lines property and casualty insurers in the United States. Founded in 1931 as a subsidiary of Sears, Roebuck and Co, Allstate has grown into a diversified insurer that serves millions of consumers and businesses through a mix of distribution channels and product offerings.

The company underwrites a broad range of insurance products, with primary emphasis on auto and homeowners coverage.