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    The Bull Case For Allstate (ALL) Could Change Following Mixed Revenue And Earnings Beat – Learn Why

    Simply Wall St·12/10/2025 13:26:09
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    • In the past quarter, Allstate reported earnings per share and net premiums earned that exceeded analyst expectations, even as overall revenue slipped slightly and fell short of forecasts.
    • This performance highlights how hard market conditions and easing inflation are supporting Allstate’s property and casualty operations, despite headline revenue softness.
    • We’ll now examine how Allstate’s earnings beat and stronger net premiums earned may influence the company’s broader investment narrative.

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    Allstate Investment Narrative Recap

    To own Allstate, you need to believe that solid property and casualty underwriting, disciplined pricing and steady policy growth can outweigh long term pressures on auto insurance demand and rising climate related losses. The recent EPS and net premium beat modestly supports that view in the near term, but does not materially change the biggest risk right now, which is elevated catastrophe volatility and its impact on earnings consistency.

    Against this backdrop, the board’s decision to affirm a US$1.00 quarterly common dividend and continue preferred payouts is the most relevant recent announcement, because it signals confidence in current cash generation after a strong quarter. For investors focused on catalysts, consistent dividends and ongoing buybacks are now sitting alongside product and pricing initiatives as key parts of the Allstate story.

    However, while results have improved, investors should still be aware of how rising catastrophe losses could affect Allstate’s ability to...

    Read the full narrative on Allstate (it's free!)

    Allstate's narrative projects $76.3 billion revenue and $4.3 billion earnings by 2028. This requires 4.9% yearly revenue growth and a $1.4 billion earnings decrease from $5.7 billion today.

    Uncover how Allstate's forecasts yield a $236.60 fair value, a 18% upside to its current price.

    Exploring Other Perspectives

    ALL 1-Year Stock Price Chart
    ALL 1-Year Stock Price Chart

    Five members of the Simply Wall St Community currently see Allstate’s fair value anywhere between about US$188 and US$681 per share, which is a very wide spread of opinions. When you weigh those views against the recent earnings beat supported by hard market pricing, it underlines why checking several perspectives before forming a view on Allstate’s future performance can be so important.

    Explore 5 other fair value estimates on Allstate - why the stock might be worth 6% less than the current price!

    Build Your Own Allstate Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.