Allstate (ALL) Reports Next Week: Wall Street Expects Earnings Growth

Core Viewpoint - The market anticipates Allstate (ALL) will report a year-over-year increase in earnings driven by higher revenues when it releases its results for the quarter ended December 2025 [1] Earnings Expectations - Allstate is expected to post quarterly earnings of $9.53 per share, reflecting a year-over-year increase of +24.3% [3] - Revenues are projected to be $17.52 billion, which is an increase of 4.9% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 0.93% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Allstate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +6.59% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [10] Historical Performance - In the last reported quarter, Allstate was expected to post earnings of $8.2 per share but actually delivered $11.17, resulting in a surprise of +36.22% [13] - Over the last four quarters, Allstate has consistently beaten consensus EPS estimates [14] Industry Context - Another player in the insurance sector, RenaissanceRe (RNR), is expected to report earnings of $10.59 per share for the same quarter, indicating a year-over-year change of +31.4% [18] - RenaissanceRe's revenues are expected to be $2.95 billion, down 0.3% from the previous year [19]