Allstate earnings date and guidance
Allstate's next results are expected on November 4, 2026. Watch catastrophe losses and whether policy and premium growth still comes with sound underwriting.
What has Allstate guided for the year?
Allstate can reach $326.62 by October 2029 if underwriting strength persists as catastrophe costs and earnings normalize. Management aims to grow personal insurance through broader distribution and improved affordability while keeping underwriting profitable. It authorized up to $4.00 billion in common-share repurchases from February 2026 to February 2028, but that ceiling is not a spending commitment.
Management’s broader promise is to grow personal insurance by widening distribution and improving affordability while keeping underwriting profitable. It has not provided, in the guidance identified here, a specific earnings or policy-growth forecast. That makes the next question whether operating results can justify using the capital.
| Period it covers | High | Date it was given | |
|---|---|---|---|
| Common share repurchase program | February 2026 to February 2028 | 4.00 | February 4, 2026 |
What this means. The company plans to spend up to 4 billion United States dollars buying back its own shares between February 2026 and February 2028, but this is not a promise that it will spend the full amount.
What has Allstate's recent revenue and profit trend shown?
Q2 2026 was a strong quarter for underwriting, but its net income was not a clean recurring earnings rate.
Reported underwriting improved substantially, while the underlying result was nearly flat year over year. Lower catastrophe losses and favorable prior-year reserve revisions helped the reported figure, so the underlying measure is the better test of current performance.
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Net premiums written | 15,431 | 14,625 | 14,572 | 15,630 | 15,047 | 14,297 | 13,757 | 14,707 |
| Combined ratio, Allstate Protection | 86.6% | 82.0% | 72.9% | 79.1% | 91.1% | 97.4% | 84.3% | 94.2% |
| Adjusted net income (company's measure) | 2,330 | 2,797 | 3,788 | 2,976 | ||||
| Net income attributable to Allstate | 3,271 | 2,457 | 3,832 | 3,746 | ||||
| EPS, diluted | 12.51 | 9.25 | 14.37 | 13.95 |
What should investors watch in Allstate's next results?
The Q3 report is the key checkpoint because it will translate the catastrophe estimate into reported results. Investors should look for changes in claims, reserves, policy counts, premiums, and underwriting profit.