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Allstate price target raised to $235 from $230 at BMO Capital

BMO Capital analyst Michael Zaremski raised the firm’s price target on Allstate (ALL) to $235 from $230 and keeps an Outperform rating on the shares. The firm is raising its FY25 EPS view to $20.53 from $17.44 and its FY26 view to $22.33 from $21.83, reflecting the Q2 beat and lower expense ratio, partially offset by weaker near-term buybacks and a slightly higher underlying loss ratio due to tariffs, the analyst tells investors in a research note. BMO adds however that its monthly policies-in-force roll-forward math points to downside risk during Q3, unless retention improves quickly.

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