SURVYR
SC 13D · 6.1% STAKE Institutional Filing Alert

Trian Fund Management (Nelson Peltz) disclosed a 6.1% stake in ALL

Disclosed 6.1% Schedule 13D stake pushing for ROE expansion, underwriting margin discipline, and buyback acceleration.

Fund Profile › All Filing Alerts › SEC Filing ↗

ALL

The Allstate Corporation
$251.71
−$4.24 (1.66%)Oct 27 close
FinancialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-7%+6%+20%+33%+46%Oct 2025Oct 2026Apr 202652w high $277.2252w low $188.08
ALLSPY
Wall St. Highest PT $340.00 (+35.1%) Wall St. Avg PT $269.27 (+7.0%)
$186$227$268$309$350POC $208Hi $340Avg $269
Underwater Drawdown %Max DD -19.0%Current -8.1%
0.0%-19.0%
Relative Strength vs SPY+19.3% vs SPYOutperforming
+42%0%-42%
1W
+$1.80 (0.72%)
1M
+$24.11 (10.59%)
3M
−$19.58 (7.22%)
6M
+$37.34 (17.42%)
YTD
+$46.55 (22.69%)
1Y
+$62.18 (32.81%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
25 analysts · mean score 2.44
1 = Strong Buy · 5 = Sell
Strong Buy28%
Buy936%
Hold1040%
Underperform28%
Sell28%
Wall Street consensus
Analyst price targets
Current price$251.71
Average target$269.27
+$17.56 (+7.0%) upsideaverage target vs current price
CurrentAverageMedian
Low$191.00
Median$270.50
High$340.00
12-month Wall Street target range
Recent analyst rating changes · 30
Upgrade
2026-10-12 · Wells Fargo upgraded ALL from Underweight to Equal-Weight
Reiterated
2026-10-12 · Keefe, Bruyette & Woods reiterated Underperform on ALL
Reiterated
2026-10-07 · Mizuho reiterated Outperform on ALL
Reiterated
2026-10-07 · Barclays reiterated Underweight on ALL
Reiterated
2026-10-06 · Morgan Stanley reiterated Equal-Weight on ALL
Reiterated
2026-10-02 · Citigroup reiterated Sell on ALL
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$63.6B
P/E (last 12 months)5.0
P/E (next 12 months, estimated)9.0
52-week range$188.08 – $277.22
Revenue growth (latest quarter vs a year ago)+11.8%
Dividend yield1.69%
Analyst consensusBuy (22)
Average analyst price target$269.27 (+7%)

What they do

The Allstate Corporation provides property and casualty, and other insurance products in the United States and Canada. It operates in four segments: Allstate Protection; Run-off Property-Liability; Protection Services; and Corporate and Other. The company offers private passenger auto, homeowners, other personal lines and commercial insurance through exclusive agents, independent agents, contact centers and online under the Allstate.

Financial Services · Insurance - Property & Casualty
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
60th percentile in sector
B-
12-1 return: +18.1%
Percentile within its GICS sector across the S&P 1500.
Growth
53rd percentile in sector
C+
Revenue growth (YoY): +11.8%
Percentile within its GICS sector across the S&P 1500.
Value
85th percentile in sector
A-
Forward E/P: 11.3% · EBITDA/EV: 25.8%
Percentile within its GICS sector across the S&P 1500.
Profitability
68th percentile in sector
B
Profit margin: +19.0% · Return on equity: +46.1%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 166 of 499 · 12-month momentum 22.4%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

ALL earningsNext report in 7 days
Next report · quarter Sep 2026
Wed Nov 4, 2026After the close
EPS consensus$6.96 range $5.35–$8.67
Revenue consensus$17.5B 4 analysts
Last 4 quarters · EPS vs estimate
Aug 5, 2026$8.99est $6.07+48.0%Above estimates
Apr 29, 2026$10.65est $7.24+47.0%Above estimates
Feb 4, 2026$14.37est $10.21+40.7%Above estimates
Nov 5, 2025$13.95est $7.57+84.4%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-27 18:24:11 ET
24-1025-0225-0425-0725-1126-0226-0426-080.0014.37
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$18.3B+10.8%
2026-03-31$16.8B–
2025-12-31$17.2B–
2025-09-30$17.1B–
2025-06-30$16.5B–

Recent dividends

2026-08-31: $1.080 · 2026-06-01: $1.080 · 2026-03-02: $1.080 · 2025-12-01: $1.000 · 2025-08-29: $1.000 · 2025-06-09: $1.000 · 2025-03-10: $1.000 · 2024-11-29: $0.920

News & catalysts

More news
Trading Day: AI wave lifts all boats
Reuters · 13h ago
Allstate (ALL) Stock Sinks As Market Gains: What You Should Know
Zacks · 13h ago
ATMOCE Brings Flexible AC Stackable Storage and 15-Year M-ELV Battery Warranty to All Energy Australia 2026
PR Newswire · 13h ago
Bastion Trading Limited Reaches Agreement with SkyAI for Amendments to Tender Offer and Announces That It Will Tender All of Its SkyAI Securities
GlobeNewswire · 13h ago
Maybe Job-Hopping Isn’t the Smartest Career Move After All
The Wall Street Journal · 13h ago
Rating changes
Upgrade
2026-10-12 · Wells Fargo upgraded ALL from Underweight to Equal-Weight
Reiterated
2026-10-12 · Keefe, Bruyette & Woods reiterated Underperform on ALL
Reiterated
2026-10-07 · Mizuho reiterated Outperform on ALL
Reiterated
2026-10-07 · Barclays reiterated Underweight on ALL
Reiterated
2026-10-06 · Morgan Stanley reiterated Equal-Weight on ALL
Reiterated
2026-10-02 · Citigroup reiterated Sell on ALL

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Rizzo Mario
Insider · 2026-08-11
Sell
$3.4M
Rizzo Mario
Insider · 2026-08-11
Sell
$11.5M
Dugenske John E
Insider · 2026-08-07
Sell
$6.9M
Dugenske John E
Insider · 2026-08-07
Sell
$1.1M
Dugenske John E
Insider · 2026-08-07
Sell
$912.7K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:24:11 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026