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Allstate

ALL · Financials

Last earnings Aug 5, 2026  ·  Next earnings Nov 4, 2026

Key results

Revenuequarter

$16.6 billion

Revenues increased to $16.6 billion and net income was $2.1 billion for the quarter.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Net incomequarter

$2.1 billion

Revenues increased to $16.6 billion and net income was $2.1 billion for the quarter.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Adjusted net incomequarter

$1.6 billion

Adjusted net income* was $1.6 billion, $5.94 per diluted share, which excludes a $643 million gain from the Employer Voluntary Benefits business divestiture.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

International revenuequarter

30%

Protection Plans continued to expand with international revenues up 30% above the prior year.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Total revenuequarter

$16.6 billion

Second Quarter 2025 Results Total revenues of $16.6 billion in the second quarter of 2025 were $919 million or 5.8% higher than the prior year quarter.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Net income applicable to common shareholders was $2.1 billion in the second quarter of 2025 compared to $301 million in the prior year quarter, reflecting strong operating results and a $643 million gain, after-tax, from the sale of the Employer Voluntary Benefits business.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Adjusted net income* was $1.6 billion, or $5.94 per diluted share, compared to $429 million in the prior year quarter.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Adjusted net income return on common shareholders equity* was 28.6%.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Revenues increased to $867 million in the second quarter of 2025, 12.2% higher than the prior year quarter, primarily due to Allstate Protection Plans.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

AI analysis

Q2 2025 · reported Jul 30, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-K — transcript not held

Revenue · Q2 2025
$16.6B
EX-99 · Jul 30, 2025
Diluted EPS · non-GAAP · Q2 2025
$5.94
EX-99 · Jul 30, 2025
Net income · Q2 2025
$2.1B
EX-99 · Jul 30, 2025
Adjusted net income · Q2 2025
$1.6B
EX-99 · Jul 30, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$16.6 billion——
Net income$2.1 billion——
Adjusted net income$1.6 billion——
International revenue30%——
Total revenue$16.6 billion——

EX-99 · Jul 30, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNov 4, 2026Verified from the company’s own announcement

Capital allocation

Dividend9%

Shareholders also benefited from a 9% increase in the quarterly dividend to $1.00 per common share, and we repurchased $341 million of common stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

In addition to strong financial results, we are creating shareholder value by increasing growth and proactively managing investments and capital

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Shareholders also benefited from a 9% increase in the quarterly dividend to $1.00 per common share, and we repurchased $341 million of common stock.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

A reconciliation of book value per common share, excluding the impact of unrealized net capital gains on fixed income securities, and book value per common share can be found in the schedule, "Book Value per Common Share and Debt to Capital".

SEC original ↗Allstate — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025

We may pursue settlement agreements including policy buybacks on direct excess commercial business when appropriate to improve the certainty of the liabilities.

SEC original ↗Allstate — 10-K Annual report10-KFeb 20, 2026

These rules have a substantial effect on our business and relate to a wide variety of matters, including insurer solvency and statutory surplus sufficiency, reserve adequacy, insurance company licensing and examination, agent and adjuster licensing, agent and broker compensation, policy forms, rate setting, the nature and amount of investments, claims practices, participation in shared markets and guaranty funds, transactions with affiliates, the payment of dividends, underwriting standards, statutory accounting methods, trade practices, privacy regulation and data security, corporate governance and risk management.

SEC original ↗Allstate — 10-K Annual report10-KFeb 20, 2026

Limitations on dividends by insurance subsidiaries As a holding company with most business operations conducted by subsidiaries, The Allstate Corporation relies on dividends from Allstate Insurance Company as one of the principal sources of cash to pay dividends and to meet its obligations, including the payment of principal and interest on debt or to fund non-insurance-related businesses.

SEC original ↗Allstate — 10-K Annual report10-KFeb 20, 2026

Allstate Insurance Company is regulated as an insurance company in Illinois, and its ability to pay dividends is restricted by Illinois law.

SEC original ↗Allstate — 10-K Annual report10-KFeb 20, 2026

Strategy & priorities

Allstate had strong operating and financial performance in the second quarter while executing our growth strategies, said Tom Wilson, who leads The Allstate Corporation.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Proactive Capital Management Allstate s results support our growth strategy creating shareholder value, said Jess Merten, Chief Financial Officer.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Divestiture of the Employer Voluntary Benefits and Group Health businesses positions those businesses for success and reallocates capital to Allstate s strategic growth opportunities.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Market-based strategy seeks to deliver predictable earnings aligned to business needs and take advantage of short-term opportunities primarily through public and private fixed income investments and public equity securities.

SEC original ↗Allstate — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025

Performance-based strategy seeks to deliver attractive risk-adjusted returns and supplement market risk with idiosyncratic risk primarily through investments in private equity, including infrastructure investments, and real estate, most of which were limited partnerships.

SEC original ↗Allstate — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025

Risks & headwinds

Forward-Looking Statements This news release contains forward-looking statements that anticipate results based on our estimates, assumptions and plans that are subject to uncertainty.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

However, if the estimates, assumptions or plans underlying the forward-looking statements prove inaccurate or if other risks or uncertainties arise, actual results could differ materially from those communicated in these forward-looking statements.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

About Allstate The Allstate Corporation (NYSE ALL) protects people from life s uncertainties with a wide array of protection for autos, homes, electronic devices, and identities.

SEC original ↗Allstate — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Legal Proceedings 31 Item 4.

SEC original ↗Allstate — 10-K Annual report10-KFeb 20, 2026

Management of this segment has been assigned to a designated group of professionals with expertise in claims handling, policy coverage interpretation, exposure identification, litigation and reinsurance collection.

SEC original ↗Allstate — 10-K Annual report10-KFeb 20, 2026

Reserve changes can be caused by new information relating to new and additional claims, new exposures or the impact of resolving unsettled claims based on unanticipated events such as arbitrations, litigation, legislative, judicial or regulatory actions.

SEC original ↗Allstate — 10-K Annual report10-KFeb 20, 2026

Documents

Earnings deck slides

0 decks with slide view

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Allstate — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials

Filings

83 documents

Earnings releases

22 documents

Presentations

11 documents

Transcripts

0 documents

No transcripts for Allstate are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Allstate by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.