Allstate Corporation (The) (ALL) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $8.99
- Estimate
- $6.07
- Surprise
- +48.0%
- Revenue (period 2026-06-30)
- $18.60B
- Score at report (before → after)
- 6.2 → 5.9/10
Revenue source: xbrl.
How the report landed
Allstate Corporation (The) (ALL) beat the $6.07 estimate with adjusted EPS of $8.99 — a large 48.0% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.2/10) to Hold at 5.9/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ALL Buy (Wait) at 6.7/10.
4 of the last 4 quarters beat the estimate; this quarter's +48.0% surprise compares with a +55.0% four-quarter average. Next scheduled report: 2026-11-04.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.0 in RISK_OFF)
- Sector modifier (Financial Services): +1.0
What argues against it
- Concentration risk — Product: Allstate Protection segment (93.9%)
- Thin upside margin: 9.4%
- Earnings estimates trending DOWN
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $227.17
- Entry target
- $222.01
- Price target
- $248.48
- Stop
- $209.65
- Upside to target
- +9.4%
- Reward-to-risk
- 1.7:1
Forward estimates sit below the trailing run-rate (8.1× forward vs 4.6× trailing) — consensus expects earnings to decline from here.
Risk check: RSI 16 — a level conventionally read as oversold.
Model outputs from TrendMatrix’s engine as of 2026-09-24 — shown for context, not personalized investment advice.
ALL at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance - Property & Casualty
- Market cap
- $57.06B
- P/E (fwd)
- 8.1
- P/E (ttm)
- 4.6
- 52-week range
- $188.08–$277.22
- Off 52-week high
- 18.1%
- RSI (14)
- 16
- Volume vs avg
- 1.44×
- Score today
- 6.7/10