Allstate stock falls as investors refocus on catastrophe-loss risk and recent analyst caution

The Allstate Corporation (ALL) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed sensitivity around catastrophe-loss exposure after the company’s recent monthly catastrophe-loss disclosure and reinsurance program updates. In addition, recent analyst note activity (including at least one price-target cut and a prior downgrade) may be contributing to a softer near-term sentiment and profit-taking.

Details:

Allstate disclosed estimated March 2026 catastrophe losses of $925 million pre-tax ($731 million after-tax), driven by multiple wind and hail events.

The company provided an update on its 2026–2027 catastrophe reinsurance arrangements, outlining the structure and limits intended to manage large-loss volatility.

A major bank recently lowered its price target on Allstate (while maintaining a positive stance), which can weigh on momentum even when fundamentals are intact.

Earlier in 2026, a separate major bank moved its rating to a more neutral stance, citing concerns around growth and positioning, which may still be influencing investor expectations.

Sources:

Allstate Investor Relations, SEC (EDGAR), StreetInsider

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ALL Insider Trading Activity

$ALL insiders have traded $ALL stock on the open market 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 have been sales.

Here’s a breakdown of recent trading of $ALL stock by insiders over the last 6 months:

THOMAS J WILSON (Chairman, President & CEO) has made 0 purchases and 28 sales selling 134,456 shares for an estimated $28,028,562.
SUREN GUPTA has made 0 purchases and 5 sales selling 46,600 shares for an estimated $9,926,204.
JESSE E MERTEN has made 0 purchases and 4 sales selling 33,986 shares for an estimated $7,088,485.
MARIO RIZZO sold 18,578 shares for an estimated $4,064,866

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$ALL Hedge Fund Activity

We have seen 777 institutional investors add shares of $ALL stock to their portfolio, and 760 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FRANKLIN RESOURCES INC added 3,014,768 shares (+60.2%) to their portfolio in Q1 2026, for an estimated $624,494,117
GQG PARTNERS LLC added 1,452,993 shares (+36.0%) to their portfolio in Q4 2025, for an estimated $302,440,492
QUBE RESEARCH & TECHNOLOGIES LTD removed 879,495 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $182,182,991
PRICE T ROWE ASSOCIATES INC /MD/ removed 872,988 shares (-7.5%) from their portfolio in Q1 2026, for an estimated $180,835,099
ALLIANZ ASSET MANAGEMENT GMBH added 821,832 shares (+304.8%) to their portfolio in Q1 2026, for an estimated $170,238,389
GOLDMAN SACHS GROUP INC added 780,193 shares (+38.1%) to their portfolio in Q1 2026, for an estimated $161,613,078
MENORA MIVTACHIM HOLDINGS LTD. removed 742,598 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $153,825,462

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ALL Analyst Ratings

Wall Street analysts have issued reports on $ALL in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Keefe, Bruyette & Woods issued a "Outperform" rating on 02/11/2026
Roth Capital issued a "Buy" rating on 11/26/2025

To track analyst ratings and price targets for $ALL, check out Quiver Quantitative's $ALL forecast page.

$ALL Price Targets

Multiple analysts have issued price targets for $ALL recently. We have seen 11 analysts offer price targets for $ALL in the last 6 months, with a median target of $240.0.

Here are some recent targets:

Meyer Shields from Keefe, Bruyette & Woods set a target price of $266.0 on 05/07/2026
Elyse Greenspan from Wells Fargo set a target price of $243.0 on 05/06/2026
Paul Newsome from Piper Sandler set a target price of $268.0 on 05/01/2026
Matthew Heimermann from Citigroup set a target price of $226.0 on 05/01/2026
Alex Scott from Barclays set a target price of $208.0 on 04/08/2026
Yaron Kinar from Mizuho set a target price of $265.0 on 03/20/2026
Ryan Tunis from Cantor Fitzgerald set a target price of $220.0 on 02/05/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.