Allstate Reports $209M Q4 Catastrophe Losses Amidst Modest Policy Growth
ALL is trading near its 52-week low of $176 (12% above the low) on elevated volume (1.9× avg).
Summary
Allstate disclosed estimated catastrophe losses of $209 million for the fourth quarter of 2025, alongside modest growth in auto and homeowners policies in force.
Key Events · Earnings and Guidance · ALL
-
Q4 Catastrophe Losses
Allstate reported estimated catastrophe losses of $209 million ($165 million after-tax) for the fourth quarter of 2025.
-
December Catastrophe Losses
Estimated catastrophe losses for December 2025 were $80 million ($64 million after-tax).
-
Policy Growth
Allstate Protection policies in force grew 2.0% year-over-year to 38.275 million, with auto and homeowners policies showing increases. Commercial lines policies decreased by 17.4% year-over-year.
Analysis · ALL · Finance
This filing provides key operational metrics for Allstate, highlighting the financial impact of catastrophe events in Q4 2025. While the reported $209 million in catastrophe losses will negatively affect quarterly earnings, the company also demonstrated continued growth in its core auto and homeowners insurance policies. Investors should monitor how these losses impact profitability and whether policy growth can offset such events in future reports.
How filings like this one have moved
In the 30 days to Sep 16, 2026, 30% of the 1759 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.34%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ALL was trading at $196.39 on NYSE in the Finance sector, with a market capitalization of approximately $51.3B. The 52-week trading range was $176.00 to $215.89. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.