The Allstate Corporation (ALL) earnings on August 5, 2026
More The Allstate Corporation earnings
Prior outlook: No statistical edge
Volatly's outlook before the earnings on August 5, 2026: No statistical edge.
ALL price around the earnings
There is no candle series available for this event.
Prior thesis
Prior outlook: No statistical edge
- Thesis published
- Results released
Q2 catastrophe losses pre-announced and priced in; strong recent beat rate offset by negative analyst upside and extreme retail crowding.
Context analyzed before publication
- Trend
- Positive trend strength but pre-announced losses and retail crowding create headwind; catalyst already consumed.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.4
- Analysts covering the stock
- 22
- Average price target
- 254.68
- Lowest price target
- 176
- Highest price target
- 319
- Upside to price target
- -3.5%
- Quarterly earnings growth
- 312.9%
- Revenue growth
- 3%
- Forward EPS
- 26.51
- Trailing EPS
- 45.21
- Analyst moves in the last 60 days
- 10
- Strong buy: 2
- Buy: 8
- Hold: 13
- Sell: 1
- Strong sell: 1
- Strong buy
- 2
- Buy
- 8
- Hold
- 13
- Sell
- 1
- Strong sell
- 1
- July 15, 2026 · UBS: Downgrades rating (Buy → Neutral)
- July 14, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
- July 10, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
- July 9, 2026 · Cantor Fitzgerald: Maintains rating (Neutral → Neutral)
- July 9, 2026 · Mizuho: Maintains rating (Outperform → Outperform)
- July 8, 2026 · Keefe, Bruyette & Woods: Maintains rating (Market Perform → Market Perform)
- July 7, 2026 · Barclays: Maintains rating (Underweight → Underweight)
- July 6, 2026 · Raymond James: Maintains rating (Strong Buy → Strong Buy)
- July 6, 2026 · Morgan Stanley: Maintains rating (Equal-Weight → Equal-Weight)
- July 6, 2026 · HSBC: Downgrades rating (Buy → Hold)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (9)
- Allstate Reports June Catastrophe Losses Of $563M, Q2 Catastrophe Losses Of $1.72B (opens in a new tab) — Benzinga
- This Check Point Software Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday (opens in a new tab) — Benzinga
- UBS Downgrades Allstate to Neutral, Raises Price Target to $261 (opens in a new tab) — Benzinga
- Allstate Appoints Christian Lown CFO, Effective Aug. 3, Succeeding Jess Merten (opens in a new tab) — Benzinga
- JP Morgan Maintains Overweight on Allstate, Raises Price Target to $282 (opens in a new tab) — Benzinga
- Evercore ISI Group Maintains Outperform on Allstate, Raises Price Target to $240 (opens in a new tab) — Benzinga
- Cantor Fitzgerald Maintains Neutral on Allstate, Raises Price Target to $242 (opens in a new tab) — Benzinga
- Mizuho Maintains Outperform on Allstate, Raises Price Target to $272 (opens in a new tab) — Benzinga
- Keefe, Bruyette & Woods Maintains Market Perform on Allstate, Raises Price Target to $255 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 262.63
- Average true range (ATR)
- 2.4%
- Distance to 52-week high
- -3.9%
- 14-day change (14d)
- +4.3%
- 30-day change (33d)
- +4.9%
- 30-day relative strength
- +1.4%
- SPY change (33d)
- +3.5%
- Nearest support
- 262.08
- Distance to nearest support
- 0.2%
- Nearest resistance
- 264.1
- Distance to nearest resistance
- 0.6%
- Volume accumulation ratio (14d / 46d)
- 0.77
- Mid: 262.08 (0.2% away, 0.09 ATR, 6 touches)
- Mid: 260.79 (0.7% away, 0.29 ATR, 6 touches)
- Mid: 259.3 (1.3% away, 0.52 ATR, 2 touches)
- Minor: 264.1 (0.6% away, 0.23 ATR, 3 touches)
- Minor: 265.63 (1.1% away, 0.47 ATR, 1 touches)
- Mid: 266.86 (1.6% away, 0.66 ATR, 7 touches)
Trends
Evidence
- Average earnings surprise
- +68.2%
- April 29, 2026: actual EPS 10.65 vs estimate 7.24 (surprise +47.0%)
- February 4, 2026: actual EPS 14.37 vs estimate 10.21 (surprise +40.7%)
- November 5, 2025: actual EPS 13.95 vs estimate 7.57 (surprise +84.4%)
- July 30, 2025: actual EPS 7.76 vs estimate 3.87 (surprise +100.7%)
Expected move
- Implied move
- +1.9%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 1.8%
- 75th percentile move
- 3.5%
- 90th percentile move
- 5.6%
- Up / down moves
- 11 / 9
- Average up move
- +2.7%
- Average down move
- -2.3%
Monitoring and close
What The Allstate Corporation reported
- Status
- Finished
| Actual EPS | 8.99 |
|---|---|
| EPS estimate | 6.12 |
| EPS surprise | +46.9% |
| Revenue | $18,596 million |
| Revenue estimate | $15,658 million |
| Revenue surprise | +18.8% |
Allstate beat Q2 expectations with adjusted EPS of $8.99 and revenue of $18.596B, both above estimates.
Sources (2)
- Allstate beat expectations with adjusted EPS of $8.99 and revenue of $18.596B, both above estimates. — Benzinga
- Allstate Q2 Adj. EPS $8.99 Beats $6.12 Estimate, Sales $18.596B Beat $15.658B Estimate (opens in a new tab) — Benzinga
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating -0.3% pre-market, a move below the stock's usual reaction (about 2%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.