AGF Management Ltd. Decreases Stake in The Allstate Corporation $ALL

AGF Management Ltd. reduced its stake in shares of The Allstate Corporation (NYSE:ALL) by 68.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,590 shares of the insurance provider’s stock after selling 10,058 shares during the quarter. AGF Management Ltd.’s holdings in Allstate were worth $985,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Harbor Capital Advisors Inc. increased its holdings in Allstate by 79.7% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 124 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 55 shares in the last quarter. Barnes Dennig Private Wealth Management LLC grew its position in shares of Allstate by 112.3% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 138 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 73 shares during the last quarter. Clearstead Trust LLC increased its stake in shares of Allstate by 3,800.0% during the 2nd quarter. Clearstead Trust LLC now owns 156 shares of the insurance provider’s stock worth $31,000 after purchasing an additional 152 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its position in shares of Allstate by 315.0% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 166 shares of the insurance provider’s stock worth $33,000 after purchasing an additional 126 shares during the last quarter. Finally, Armstrong Advisory Group Inc. lifted its stake in Allstate by 72.0% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 160 shares of the insurance provider’s stock valued at $34,000 after buying an additional 67 shares in the last quarter. 76.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Allstate

In other Allstate news, insider Suren Gupta sold 19,593 shares of the company’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $210.00, for a total transaction of $4,114,530.00. Following the completion of the sale, the insider directly owned 100,646 shares in the company, valued at $21,135,660. This represents a 16.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders sold a total of 48,400 shares of company stock worth $10,313,256 over the last ninety days. 1.70% of the stock is currently owned by insiders.

Key Allstate News

Here are the key news stories impacting Allstate this week:

• Positive Sentiment: Q4 earnings materially beat expectations — Allstate reported $14.31 EPS (vs. street estimates ~ $8.7–$9.8) driven by Property‑Liability strength, lower catastrophe losses and higher earned premiums, an 86.6% YoY EPS surge that supports near‑term profitability. Allstate Q4 Earnings Beat Estimates on Property-Liability Unit Strength
• Positive Sentiment: Capital returns boosted — company announced an 8% quarterly dividend increase to $1.08 and unveiled a $4 billion buyback program, both of which support shareholder returns and helped lift investor sentiment. Allstate posts Q4 earnings beat, boosts dividend by 8%, unveils $4B buyback plan
• Positive Sentiment: Analyst support picked up — JPMorgan raised its price target (to $263) and kept an overweight stance, signaling another source of buying interest and implying significant upside vs. recent levels. Benzinga
• Positive Sentiment: Broker/market commentary notes easing catastrophe losses and improved earnings outlook — broader analyst confidence amplified the rally. Allstate Corporation (ALL) Gains Analyst Confidence as Catastrophe Losses Ease and Earnings Outlook Strengthens
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating with a $220 target — a modest signal that some analysts see less upside from current levels. Benzinga
• Neutral Sentiment: Company materials and the earnings‑call transcript/slide deck were posted for investors and analysts (useful for detail but largely confirm the points above). The Allstate Corporation (ALL) Q4 2025 Earnings Call Transcript The Allstate Corporation 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Top-line missed expectations — revenue of $14.57B trailed analyst estimates (~$17.2B), a potential caution for investors who focus on premium growth and revenue sustainability despite the EPS beat. Allstate Q4 press release / slide deck

Allstate Price Performance

ALL opened at $215.23 on Friday. The Allstate Corporation has a 1 year low of $176.00 and a 1 year high of $216.75. The company’s 50 day simple moving average is $204.00 and its 200 day simple moving average is $203.69. The stock has a market capitalization of $56.32 billion, a PE ratio of 5.64, a P/E/G ratio of 0.45 and a beta of 0.23. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.43 and a current ratio of 0.43.

Allstate (NYSE:ALL) last posted its quarterly earnings results on Wednesday, February 4th. The insurance provider reported $14.31 earnings per share for the quarter, topping analysts’ consensus estimates of $8.72 by $5.59. The company had revenue of $14.57 billion for the quarter, compared to the consensus estimate of $17.23 billion. Allstate had a net margin of 15.19% and a return on equity of 41.84%. Allstate’s revenue was up 5.1% on a year-over-year basis. During the same quarter last year, the firm posted $7.67 earnings per share. As a group, sell-side analysts expect that The Allstate Corporation will post 18.74 EPS for the current year.

Allstate Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 2nd will be issued a $1.08 dividend. The ex-dividend date is Monday, March 2nd. This is an increase from Allstate’s previous quarterly dividend of $1.00. This represents a $4.32 dividend on an annualized basis and a yield of 2.0%. Allstate’s payout ratio is 12.95%.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Zacks Research downgraded Allstate from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 19th. UBS Group boosted their target price on shares of Allstate from $250.00 to $255.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Cantor Fitzgerald restated a “neutral” rating and issued a $220.00 target price on shares of Allstate in a report on Thursday. William Blair downgraded shares of Allstate from an “outperform” rating to a “market perform” rating in a report on Thursday, December 18th. Finally, BMO Capital Markets upped their price objective on shares of Allstate from $235.00 to $244.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $237.50.

About Allstate

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.