Allstate Stock: Is Wall Street Bullish or Bearish?

Core Insights - The Allstate Corporation (ALL) has a market capitalization of $53.6 billion and has underperformed the broader market over the past 52 weeks, with a share price increase of 9.1% compared to the S&P 500 Index's 14.4% rise [1] - Year-to-date, ALL's stock is down slightly, while the S&P 500 has returned 1.4% [1] Performance Comparison - ALL has outperformed the State Street SPDR S&P Insurance ETF (KIE), which increased by 1.2% over the past 52 weeks and declined by 3.7% year-to-date [2] Financial Results - In Q4, ALL reported mixed results with total revenue rising 5.1% year-over-year to $17.3 billion, although it missed consensus estimates [4] - The adjusted EPS for the quarter grew by 86.6% year-over-year to $14.31, exceeding analyst expectations of $9.82 [4] Future Earnings Expectations - For fiscal 2026, analysts project a decline in ALL's EPS by 28.7% year-over-year to $24.85 [5] - The company has a strong earnings surprise history, having exceeded consensus estimates in the last four quarters [5] Analyst Ratings - Among 24 analysts covering ALL, the consensus rating is a "Moderate Buy," with 12 "Strong Buy," one "Moderate Buy," nine "Hold," and two "Strong Sell" ratings [5] - The mean price target is $242.45, indicating an 18.5% premium to the current price, while the highest price target of $281 suggests a potential upside of 37.3% [7]