Allstate Reports Excellent Q3 2026 Results
Allstate reported Q3 2026 revenues of $17.3 billion, up 0.5% YoY, with net income of $2.1 billion ($8.03 diluted) and adjusted net income of $2.5 billion ($9.76 diluted). The quarter was mixed: policies in force grew 3.3% to 217.6 million with strong auto (3.4%) and homeowners (3.3%) growth, but net income fell 44.8% YoY as catastrophe losses nearly tripled to $1.65 billion and investment/derivative losses hit $545 million. Underlying margins held up well — adjusted ROE was 39.7% over the trailing twelve months, and nine-month adjusted net income rose 38.1% to $7.6 billion.
Key figures
- Eps
- 8.03
- Revenue
- 17348000000
- Revenue Yoy
- 0.5%
- Net income yoy
- -44.8%
- Adjusted roe ttm
- 39.7%
- Buyback remaining
- $1.3 billion
- Catastrophe losses
- 1650000000
- Pl earned premiums
- 15100000000
- Adjusted net income
- 2493000000
- Capital returned q3
- $1.5 billion
- Adjusted eps diluted
- 9.76
- Catastrophe loss yoy
- 195.7%
- Net investment income
- 1177000000
- Policies in force yoy
- 3.9%
- Pl earned premiums yoy
- 3.8%
- Adjusted net income yoy
- -16.2%
- Recorded combined ratio
- 86.6
- Underlying combined ratio
- 80.5
- Policies in force millions
- 217.6
- Protection services revenue
- 964000000
- Auto underlying combined ratio
- 89.8
- Protection services revenue yoy
- 6.9%
- Homeowners underlying combined ratio
- 60.1
AI analysis
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