
Insurance giant Allstate (NYSE: ALL) will be reporting results this Wednesday after market hours. Here’s what to look for.
Allstate beat analysts’ revenue expectations by 1.5% last quarter, reporting revenues of $17 billion, up 3.8% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ net premiums earned estimates.
Is Allstate a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Allstate’s revenue to be flat year on year at $16.69 billion, slowing from the 12.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $9.86 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Allstate has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 1.9% on average.
Looking at Allstate’s peers in the property & casualty insurance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. MGIC Investment posted flat year-on-year revenue, missing analysts’ expectations by 2.8%, and Travelers reported revenues up 3.2%, topping estimates by 0.5%. Travelers traded up 3.3% following the results.
Read our full analysis of MGIC Investment’s results here and Travelers’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.6% on average over the last month. Allstate is down 2.5% during the same time and is heading into earnings with an average analyst price target of $236.76 (compared to the current share price of $200.37).
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