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ALLSTATE CORP
NYSE · Financial Services · Insurance - Property & Casualty · US
$255.92
+2.29%Research · Sep 3, 2026
[ALL] Allstate Thesis 2026: Auto Insurance Repricing Restores Combined Ratio, Buyback Returns
Allstate FY25 (Dec 31, 2025) at $66.46B revenue (+5%). NI $10.28B; EPS $38.19 (+125%). Auto combined ratio improved 10 points -- the recovery cycle's signature. Q4 NI $3.8B / EPS $14.31. Capital return $2.2B FY25. Quarterly dividend +8% to $1.08 (April 2026). $4B share repurchase authorized post-current $1.5B program.