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Allstate Corporation (ALL)
NYSE:ALL
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
3.19Last Year’s EPS
1.61Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 5.38%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of strong revenue growth and net income with significant challenges from catastrophe losses and retention issues. The company showed a strategic focus on growth and efficiency but faces external challenges impacting profitability.Company Guidance
During Allstate's first quarter 2025 earnings call, the company reported strong financial performance with revenues reaching $16.5 billion, reflecting a 7.8% increase compared to the same period in 2024. Allstate achieved a net income of $566 million and an adjusted net income of $949 million, equating to $3.53 per diluted share. The adjusted net income return on equity was notably high at 23.7% over the past 12 months. The company outlined its strategy of increasing market share in personal Property-Liability and expanding protection services. In efforts to enhance customer value, Allstate improved its adjusted expense ratio by 6.7 points, enabling more competitive pricing. The Property-Liability segment showed positive momentum with a 27% increase in personalized new business, totaling 2.8 million items. The company also highlighted the completion of a $2 billion sale of its Employer Voluntary Benefits business and announced a quarterly dividend increase to $1 per share, along with a $1.5 billion share repurchase program.Revenue Growth
Revenues were $16.5 billion in the first quarter, up 7.8% compared to the first quarter of 2024.
Net Income and Return on Equity
Allstate generated net income of $566 million in the quarter and adjusted net income of $949 million, which is $3.53 per diluted share. Adjusted net income return on equity was 23.7% over the last 12 months.
New Business Growth
Personalized new business was 2.8 million items, a 27% increase over the prior year.
Expense Ratio Improvement
The adjusted expense ratio improved by 6.7 points through cost-cutting measures like eliminating outsourcing and digitizing work.
Protection Services Expansion
Allstate Protection Plans business has grown over four times since acquisition, now serving 162 million customers in 18 countries.
Reinsurance Program Benefits
Reinsurance recoveries of $1.1 billion were primarily due to the California wildfires.
Homeowners Insurance Growth
Homeowners policies grew by 2.5% over the prior year, demonstrating growth potential.
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ALL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ALL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $198.39 | $197.24 | -0.58% |
Feb 05, 2025 | $192.05 | $190.92 | -0.59% |
Oct 30, 2024 | $187.66 | $184.77 | -1.54% |
Jul 31, 2024 | $168.69 | $174.86 | +3.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Allstate Corporation (ALL) report earnings?
Allstate Corporation (ALL) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Allstate Corporation (ALL) earnings time?
Allstate Corporation (ALL) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALL EPS forecast?
ALL EPS forecast for the fiscal quarter 2025 (Q2) is 3.19.
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