EULAV Asset Management 13F: Adds $3.3M to ALL Stake
Key Points
- EULAV Asset Management increased its stake in Allstate by 14,915 shares, bringing its total holdings to 35,015 shares worth about $7.77 million.
- The shares are currently trading around $255.95, which is about 1.1% above the event close of $253.19 on October 23, 2026.
- The fund's position in Allstate now represents 0.73% of its total 13F portfolio, ranking 29th among its holdings.
Since the filing, $ALL is up 1.1% to date (from the $253.19 close on Oct 23, 2026).
Get The Allstate text alerts
We text you when insiders, Congress, analysts or big funds move on $ALL.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated The Allstate Corporation alert may contain errors. Disclosures
EULAV Asset Management boosted its position in The Allstate Corporation (NYSE: ALL) by adding 14,915 shares, raising its total to 35,015 shares. This update comes from the fund's latest Form 13F filing with the SEC, which was disclosed on the same day.
ALL
The Allstate Corporation
EULAV Asset Management vs. the S&P 500
Hypothetical returns from EULAV Asset Management's disclosed trades, not real profit or advice. How we model this.
Where Allstate Fits in EULAV Asset Management's Portfolio
This increase represents a 74.2% change in EULAV's holdings in Allstate. The stock now accounts for 0.73% of EULAV's total 13F portfolio, ranking 29th among the fund's 151 positions.
Other Institutional Activity in Allstate
Several other funds have also adjusted their positions in Allstate. Lido Advisors grew its holdings by 760 shares, ending with 36,534 shares valued at approximately $8.81 million. Stifel Financial added 8,046 shares, bringing its total to 176,522 shares worth about $42.57 million. Intech Investment Management increased its stake by 9,960 shares, totaling 192,084 shares valued at around $46.32 million.
The Allstate Corporation Stock Down 1.2%
As of October 27, 2026, Allstate shares are trading around $255.95, which is above their 50-day moving average of $245.82 by about 4.1%. The stock is also 12.7% above its 200-day average of $227.10. However, it is about 7.7% below its 52-week high of $277.22.
Recent Earnings
Allstate reported trailing twelve-month revenue of approximately $70.14 billion, with earnings per share (EPS) of $49.98. The next earnings report is scheduled for November 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
4 analysts raised price targets.
-
EPS & revenue
EPS beat estimates by 44.7%. Revenue beat estimates by 11.1%.
-
Profit surprise
Operating income beat by 40 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
4 target raises.
-
Earnings quality
Gross margin up 26.7 points. Operating margin up 14.5 points. Negative free cash flow.
Earnings Call Summary
Allstate delivered a strong first quarter with total revenue of $16.9 billion, up 3 percent, and adjusted earnings of $10.65 per share, beating consensus of $7.43. The property liability combined ratio improved to 82 percent, driven by strong underwriting performance and favorable reserve releases from 2023 and 2024. Management highlighted gaining auto insurance market share in 29 states representing 57 percent of premiums and homeowners market share reaching 8.3 percent nationally. They emphasized their multi-lever strategy for growth including pricing sophistication, product innovation, improved customer experience and effective claims management, rather than competing solely on price. Investment income grew nearly 10 percent to $938 million. The company returned $881 million to shareholders through repurchases and dividends, completing a $1.5 billion repurchase program and launching a new $4 billion authorization.
Guidance Management did not provide explicit financial guidance for full year 2026 or next quarter. They discussed strategic plans to manage pricing, expenses and distribution across 39 states with a balanced approach of rate increases in 16 states and decreases in 23 states, resulting in net neutral rate impact. They emphasized their Rubik's cube operating model to balance growth and profitability through multiple levers beyond pricing.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Allstate pays an annual dividend of $4.32 per share, which gives it a yield of 1.71%. The payout ratio stands at 8.3%.
Insider Buying and Selling at The Allstate Corporation
Recent insider activity includes Mark Q Prindiville, a former officer, selling 1,550 shares on May 22, 2026, at an average price of $216.27, totaling about $335,226. Andrea Redmond, a director, sold 2,225 shares on June 1, 2026, at an average price of $202.91, amounting to approximately $451,475. Additionally, John E Dugenske sold 32,996 shares on August 7, 2026, valued at about $8.89 million.
Analysts Set New Price Targets
On October 6, 2026, Morgan Stanley maintained its Equal-Weight rating on Allstate with a price target of $240. Mizuho also kept its Outperform rating, slightly lowering the target to $295. Barclays maintained an Underweight rating with a target of $221, while Wells Fargo upgraded its rating to Equal-Weight with a target of $236.
About Allstate
The Allstate Corporation, through its subsidiaries, offers property and casualty insurance products in the United States and Canada. It operates in various segments, including Allstate Protection and Corporate and Other.
Bottom Line
Investors should keep an eye on Allstate's upcoming earnings report on November 4, 2026, and any further changes in institutional holdings. EULAV's recent boost in shares suggests growing confidence in the company's future performance.
Related Filing Alerts
Source: EULAV Asset Management's 13F filing on $ALL (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts