
Allstate NYSE: ALL reported adjusted net income of nearly $2.5 billion, or $9.76 per share, for the third quarter of 2026, as policy growth and higher investment income helped offset an increase in catastrophe losses.
The Allstate Corporation is an American insurance company, headquartered in Northfield Township, Illinois.
| Revenue (TTM) | $70.23B |
| Gross Profit (TTM) | $24.49B |
| EBITDA | $15.62B |
| Operating Margin | 15.90% |
| Return on Equity | 38.90% |
| Return on Assets | 7.68% |
| Revenue/Share (TTM) | $273.19 |
| Book Value | $121.73 |
| Price-to-Book | 2.18 |
| Price-to-Sales (TTM) | 0.90 |
| EV/Revenue | 1.082 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | -42.40% |
| Quarterly Revenue Growth (YoY) | 0.50% |
| Shares Outstanding | $247.45M |
| Float | $245.94M |
| % Insiders | 0.51% |
| % Institutions | 88.42% |
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Allstate NYSE: ALL reported adjusted net income of nearly $2.5 billion, or $9.76 per share, for the third quarter of 2026, as policy growth and higher investment income helped offset an increase in catastrophe losses.

ALL's Q3 earnings call highlights rising insurance policy growth, auto margin pressures and AI-driven distribution plans, including a 2027 assistant launch.

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The Allstate Corporation ( ALL ) Q3 2026 Earnings Call November 5, 2026 9:00 AM EST Company Participants Allister Gobin - Head of Investor Relations Thomas Wilson - Chairman of the Board, President & CEO Christian Lown - Executive VP & CFO Jesse Merten - Executive VP & President of Property-Liability Mario Rizzo - Executive VP & COO John Dugenske - President of Investments & Corporate Strategy Elizabeth Brady - Executive VP & Chief Marketing, Customer and Communications Officer Conference Call Participants Joshua Shanker - BofA Securities, Research Division Charles Peters - Raymond James & Associates, Inc., Research Division Michael Zaremski - BMO Capital Markets Equity Research Pablo Singzon - JPMorgan Chase & Co, Research Division Andrew Kligerman - TD Cowen, Research Division Tracy Benguigui - Wolfe Research, LLC Presentation Operator Good day, and thank you for standing by. Welcome to Allstate's Third Quarter Earnings Investor Call.

Allstate's Q3 earnings beat estimates by 38.8%, fueled by Protection Services growth and higher investment income, despite surging catastrophe losses.

Allstate Corporation has achieved strong recent profitability, driven by lower catastrophe losses and improved underwriting, particularly in homeowners and auto insurance. ALL's current ROE of 41% is seen as unsustainable, with normalization to ~20% expected as catastrophe losses revert to historical averages. Net investment income rose 22% YoY, but unrealized bond losses offset gains; higher reinvestment yields may support future income.

NORTHBROOK, Ill., Nov. 4, 2026 /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) today reported financial results for the third quarter of 2026.

Third-quarter 2026 earnings are rolling in, and insurers are moving into focus. Major players like Marsh, Aon and The Hartford have already reported solid year-over-year growth, offering an early industry read.

Robust corporate profits continue to support market performance as valuations contract. Even in a high-yield environment, stocks could advance if earnings continue to grow, backed by strong underlying demand. S&P 500 earnings are projected to grow by 33% in 2026, supported by an expanding economy and resilient consumer spending. Investors have an opportunity with history on their side. The S&P 500 has posted positive returns in the 12 months following every midterm election since 1950.

ALL's Q3 revenues are expected to rise 4.9%, yet Property-Liability underwriting income may plunge 55.7% as earnings are projected to fall 37.1%.
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