ALL

Allstate (ALL) closed at $249.91, up 1.24%, outperforming the S&P 500. The stock carries a Zacks Rank #3 (Hold) rating with a Forward P/E of 6.82, trading at a discount to its industry average of 11.34. Upcoming earnings on November 4, 2026 are expected to show a 37.06% EPS decline year-over-year, though annual revenue is projected to grow 4.69%.

Allstate (ALL) is positioned for another earnings beat based on its strong track record of surpassing estimates, with an average surprise of 49.71% over the last two quarters. The company's positive Earnings ESP of +3.38% combined with its Zacks Rank #3 suggests a high probability of beating consensus estimates in its next earnings report expected November 4, 2026.

Allstate Corporation (ALL), the third-largest property-casualty insurer in the US, receives a #3 (Hold) rating from Zacks with a VGM Score of A. The company shows strong growth potential with a Growth Style Score of B and forecasted year-over-year earnings growth of 3.4% for the current fiscal year. Seven analysts revised earnings estimates upward in the last 60 days, with the consensus estimate increasing to $36.00 per share. ALL generated $67.7 billion in revenues in 2025 with continued growth in P&C insurance premiums and rising net investment income.

Allstate (ALL) rose 1.38% to $232.60 in the latest session, outperforming the S&P 500. However, the stock has declined 9.57% over the past month.

The company is expected to report earnings on November 4, 2026, with EPS predicted to fall 41.18% year-over-year, though revenue is anticipated to grow 4.93%. Allstate holds a Zacks Rank #3 (Hold) rating and trades at a Forward P/E of 6.4, below the industry average of 10.87.

Allstate (ALL) is a trending stock that has underperformed the market, declining 11.7% over the past month compared to the S&P 500's +1.4% gain. While the company maintains a Zacks Rank #3 (Hold) rating and trades at a valuation discount to peers (Grade A), earnings estimates show mixed signals with current year growth of +3.2% but next year declining 20.1%. The stock is expected to perform in line with the broader market in the near term.

Allstate stock fell 1.58% to $221.86, underperforming the S&P 500's 0.25% loss. The stock has declined 12.58% prior to trading and significantly lagged the Finance sector.

Analysts expect quarterly EPS of $6.66 (down 40.38% YoY) with full-year EPS projected at $35.76 (up 2.67% YoY). Allstate holds a Zacks Rank #3 (Hold) with a Forward P/E of 6.3, trading at a discount to its industry average.

Allstate Corporation (ALL), the third-largest property-casualty insurer in the US, receives a #3 (Hold) rating from Zacks with a VGM Score of A. The company shows strong growth prospects with a Growth Style Score of B and forecasted year-over-year earnings growth of 2.7% for fiscal 2026. Fourteen analysts have revised earnings estimates upward in the last 60 days, with the Zacks Consensus Estimate increasing to $35.76 per share. The company generated $67.7 billion in revenues in 2025 with growing property and casualty insurance premiums and rising net investment income.

Cincinnati Financial is expected to report Q3 2026 revenues rising 5.5% to $3B, but EPS declining 30.2% to $1.99. The company benefits from higher insured exposures, improved pricing, and new business growth in premiums, while higher bond yields support investment income.

However, elevated claims costs and catastrophe losses are pressuring profitability. The stock has a positive Earnings ESP of +2.51% and Zacks Rank #2, suggesting potential for an earnings beat.

Arch Capital Group (ACGL) is expected to report a decline in both revenues and earnings for Q3 2026, but the Zacks model predicts an earnings beat due to a positive Earnings ESP of +11.70% and Zacks Rank #3. The company is expected to benefit from rate increases, new business growth, and strong underwriting performance, with net premiums earned projected at $3.9B and net investment income at $432.2M.

Brown & Brown (BRO) is projected to report Q3 2026 revenues of $1.76 billion (up 9.8%) and EPS of $1.08 (up 2.9%) on October 26. The company has a positive Earnings ESP of +1.62% and Zacks Rank #3, signaling potential for an earnings beat. Growth drivers include acquisitions, new business, and higher commissions, though rising expenses may provide headwinds.

Progressive Corporation reported Q3 2026 net premiums written growth of 4% to $22.3 billion with September policies rising 6% to 40.5 million. The company's combined ratio improved to 88.7% from 89.5%, reflecting stronger underwriting profitability. Progressive's telematics and driving data capabilities provide competitive advantages in risk assessment and personalized pricing, though intensifying competition in the auto insurance market requires disciplined pricing and risk selection.

CME Group is expected to report Q3 2026 earnings of $2.98 per share (11.2% YoY growth) and revenues of $1.71 billion (11.4% YoY growth) on October 21. The company's Earnings ESP of +0.73% combined with a Zacks Rank #3 suggests an earnings beat. Strong trading volumes (up 16% to 29.4 million contracts) and market data revenue growth (up 16.7%) are key drivers, though expenses are expected to rise due to employee compensation and technology investments.

Berkshire Hathaway and Allstate are compared as investment opportunities in the evolving insurance industry. Berkshire gained 6% in three months with stronger 2026 EPS growth projections of 5.9% versus Allstate's 2.9%, supported by its $370 billion liquidity and diversified portfolio.

Allstate, though facing near-term challenges from inflation and elevated claims costs, is undergoing strategic transformation with improved auto insurance profitability and digital expansion. Berkshire holds a Zacks Rank #2 (Buy) advantage over Allstate's Rank #3 (Hold).

Allstate Corporation's Protection Services segment reported 7.8% revenue growth to $935 million in Q2 2026, but adjusted net income declined to $53 million from $60 million. Higher claims costs and weaker major appliance margins are pressuring profitability, though roadside services and lower Arity losses may provide partial offsets. The segment's ability to improve margins through better claims management and pricing will be critical for future earnings growth.

The article explains Zacks' Earnings ESP (Expected Surprise Prediction) metric, which identifies stocks likely to beat quarterly earnings expectations by comparing the most recent analyst estimates to consensus estimates. Morgan Stanley and Allstate are highlighted as finance stocks with positive ESPs and good chances of beating upcoming earnings reports.