Lido Advisors 13F: Adds $183K to The Allstate (ALL) Stake
Lido Advisors increased its investment in insurance provider The Allstate Corporation by adding 760 shares to its portfolio.
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Lido Advisors added 760 shares to its stake in The Allstate Corporation ($ALL), a 2.12% increase, according to a 13F filing with the SEC dated May 13, 2026. It reported 36,534 shares worth $8.81 million at the end of the quarter.
Since the filing, $ALL is up 3.0% after 1 week, up 3.4% after 1 month and up 16.1% to date (from the $213.52 close on May 13, 2026).
ALL
The Allstate Corporation
Key Points
- Lido Advisors raised its stake in The Allstate Corporation NYSE:ALL by 2.12% during the period, adding 760 shares to finish with 36,534 shares worth about $8.81 million according to a Form 13F filing with the SEC.
- The Allstate Corporation shares trade near $241.17, well above their 200-day moving average of $223.80, backed by strong trailing earnings and a trailing P/E ratio of 4.86.
- Wall Street research firms maintain a consensus hold recommendation on the stock with a mean price target of $274.77 across 22 analyst opinions.
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Lido Advisors Grows Stake in The Allstate Corporation
Lido Advisors increased its investment in The Allstate Corporation NYSE:ALL during the period, according to a recent Form 13F filing with the SEC. The filing reflects holdings as of the reporting period and may not represent the investor's current position. Lido is known for managing wealth and tailoring portfolios for private clients, often adjusting its equity mix across sectors like insurance and healthcare.
Lido Advisors vs. the S&P 500
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Details of the Portfolio Adjustment
The wealth manager grew its stake by a 2.1% increase, picking up an additional 760 shares of the insurer. That move brought its total holdings to 36,534 shares. Based on the market price during the reporting period, the value of the investment reached roughly $8.81 million. This follows other recent portfolio shifts by the firm, including a much larger reduction in its AstraZeneca holdings reported around the same time.
Stock Price and Market Standing
The Allstate Corporation shares recently traded around $241.17. The stock sits above its 200-day moving average of $223.80 while staying below its 52-week peak of $277.22. The company commands a market capitalization of over $61.4 billion and a price-to-earnings ratio of 4.86.
Recent Earnings and Dividend Profile
The insurer posted annual revenue of $70.13 billion alongside a net profit margin of 18.97% and a return on equity of 46.11%. The company pays an annual dividend rate of $4.32 per share, which translates to a dividend yield of 1.73% with a low payout ratio of 8.33%. The next quarterly earnings report is scheduled for November 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
4 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 44.7%. Revenue beat estimates by 11.1%.
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Profit surprise
Operating income beat by 40 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
4 target raises.
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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.
Wall Street Analyst Ratings and Targets
Analyst firms continue to evaluate the insurance giant with varied price objectives. On October 12, 2026, Wells Fargo raised its rating to an Equal-Weight view while adjusting its target to $236.00 from $250.00. On the same day, Keefe, Bruyette & Woods kept an Underperform rating with a $232.00 target. Mizuho maintained an Outperform rating with a $295.00 target on October 7, 2026, while Barclays kept an Underweight rating at a $221.00 target. Morgan Stanley held an Equal-Weight rating with a $240.00 target on October 6, 2026. Citigroup maintained a Sell rating with a $215.00 target on October 2, 2026, and Goldman Sachs kept a Neutral rating with a $250.00 target on October 1, 2026. Overall, analysts hold a consensus hold rating on the stock with a mean price target of $274.77.
Understanding the Business
The Allstate Corporation provides property, casualty, and other personal lines of insurance. It operates through multiple brands offering auto, home, and commercial policies along with protection plans and telematics-driven safety solutions across the United States and Canada.
What to Watch at The Allstate Corporation
Investors will look toward the company's upcoming earnings release in November for fresh details on policy growth and underwriting income. Additional SEC filings will show whether wealth managers like Lido Advisors continue to adjust their stakes as market conditions shift.
Related Filing Alerts
Source: Lido Advisors's 13F filing on $ALL (May 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Lido Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts