The Allstate

Allstate Announces $4B Share Buyback and 8% Dividend Hike Amid Growth and Cost Controls

好事达保险

Allstate:JP Morgan Raises PT to $263, Maintains Overweight Rating

Allstate Posts Double Q4 Net Income, Property-Liability Business Sees Improved Combined Ratio

Allstate Cuts Prices for 7.8 Million Customers in 2025

Allstate: Cantor Fitzgerald Reiterates Neutral Rating, PT Raised to $220.

Catalyst<ul> <li>Recent Bullish Engulfing and WR Oversold signals in late November and early December point to rebound momentum for ALL.</li></ul>Risk<ul> <li>Bearish signals are obviously dominant (3 bearish vs 0 bullish) in technical indicators.</li> <li>Fund flows are negative across all order size buckets, suggesting lack of institutional support.</li> <li>Market expectations tend to be pessimistic, with analyst ratings showing differences rather than consensus.</li></ul>

Key Factors

Allstate reported Q4 2025 net income of $3.8 billion, double the prior year, with an improved Property-Liability combined ratio of 72.9.Allstate announced a $4 billion share buyback program and an 8% dividend increase following strong fourth-quarter results and improved insurance affordability.Allstate's stock rose 3.9% as trading volume surged 45.8%, reflecting investor confidence in record profits and strategic affordability initiatives.Allstate cut premiums for 7.8 million customers in 2025, enhancing customer value while maintaining profitability growth and expanding policies in force.Allstate's CEO Thomas Wilson sold 19,207 shares at prices ranging from $198.77 to $201.51 between February 2, 2026.

ALL News