ALLSTATE CORP (ALL) Form 10-Q — Nov 4, 2026
Allstate's Q3 2026 net income applicable to common shareholders fell $1.67 billion to $2.05 billion (diluted EPS $8.03 vs $13.95), driven by catastrophe losses of $1.65 billion (up from $558 million) and lapping a 2025 gain on the group health sale. The softer quarter masks a strong nine months: net income rose $1.36 billion to $7.72 billion, total revenues grew 5.1% to $52.89 billion, and the trailing-12-month return on equity reached 41.3%. Book value per diluted share rose 25.3% YoY to $120.23, and Allstate continued heavy buybacks with $2.9 billion of treasury purchases in the first nine months.
Key figures
- Eps
- 8.15
- Eps Beat
- 0
- Revenue
- 17348000000
- Net Income
- 2050000000
- Total Debt
- 7494000000
- Revenue Yoy
- 0.5% (Q3); 5.1% nine months to $52.89B
- Total Assets
- 127849000000
- Cash Position
- 549000000
- Shares Outstanding
- 247449496
- Roe trailing 12m
- 41.3%
- Combined ratio q3
- 86.6
- Total investments
- 87375000000
- Q3 2026 diluted eps
- 8.03
- Shareholders equity
- 32311000000
- Q3 catastrophe losses
- 1650000000
- Q3 treasury purchases
- 1259000000
- Prior year q3 diluted eps
- 13.95
- Book value per diluted share
- 120.23
- Prior year q3 combined ratio
- 80.1
- Nine month treasury purchases
- 2904000000
- Prior year q3 catastrophe losses
- 558000000
- Nine month net income applicable to common
- 7719000000
AI analysis
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