For the third quarter of 2026, analysts expect The Allstate Corporation to report consensus revenue of $17.84 billion and earnings per share of $7.03, with the stock price currently at $262.60 against an average target of $270.19.
Investors are primarily monitoring the property-liability combined ratio and the impact of the pre-announced $1.65 billion in pre-tax catastrophe losses for the period.
This report follows Allstate’s aggressive execution of its auto insurance profit improvement plan, which involves significant rate increases and underwriting adjustments to combat inflationary claim costs. Despite the heavy catastrophe toll, the company has maintained a streak of earnings beats, supported by rising net investment income and improved underlying margins.