Robeco Institutional Asset Management B.V. Increases Stake in The Allstate Corporation $ALL

12 Apr 2026, 10:42 by Tristan Rich · The Markets Daily

Robeco Institutional Asset Management B.V. lifted its stake in The Allstate Corporation (NYSE:ALL – Free Report) by 1,766.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 869,139 shares of the insurance provider’s stock after purchasing an additional 822,583 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.33% of Allstate worth $180,911,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Harbor Capital Advisors Inc. raised its position in shares of Allstate by 79.7% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 124 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 55 shares during the last quarter. Barnes Dennig Private Wealth Management LLC raised its position in shares of Allstate by 112.3% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 138 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 73 shares during the last quarter. Dorato Capital Management purchased a new position in shares of Allstate in the 4th quarter valued at approximately $27,000. Palisade Asset Management LLC purchased a new position in shares of Allstate in the 3rd quarter valued at approximately $31,000. Finally, Princeton Global Asset Management LLC raised its position in shares of Allstate by 101.3% in the 4th quarter. Princeton Global Asset Management LLC now owns 151 shares of the insurance provider’s stock valued at $31,000 after purchasing an additional 76 shares during the last quarter. 76.47% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ALL has been the subject of several research analyst reports. Citigroup increased their price objective on shares of Allstate from $216.00 to $221.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Keefe, Bruyette & Woods increased their price objective on shares of Allstate from $254.00 to $260.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. increased their price objective on shares of Allstate from $260.00 to $263.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. William Blair lowered shares of Allstate from an “outperform” rating to a “market perform” rating in a research report on Thursday, December 18th. Finally, Zacks Research lowered shares of Allstate from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 7th. Three analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $238.65.

View Our Latest Research Report on ALL

Key Headlines Impacting Allstate

Here are the key news stories impacting Allstate this week:

Positive Sentiment: Wells Fargo raised its price target to $229 and kept an “equal weight” rating, signaling modest upside versus recent levels and providing support for the stock. Wells Fargo price target raise
Positive Sentiment: Zacks modestly increased its Q1 2026 and Q1 2028 EPS estimates (Q1 2026 to $6.65; Q1 2028 to $6.68), suggesting near-term earnings momentum in some quarters. Zacks estimate raises
Positive Sentiment: Market commentary noted Allstate outperformed the broader market in the most recent session, which can attract short-term buying interest. Allstate rises higher than market
Neutral Sentiment: Preview pieces are circulating ahead of Allstate’s next earnings report — useful context for expectations but not new company-specific data. Earnings preview
Negative Sentiment: Zacks downgraded Allstate from “strong-buy” to “hold” and trimmed several quarterly EPS forecasts by a penny each (across Q2–Q4 2026 and parts of 2027). While cuts are immaterial in size, the rating change reduces buy-side momentum and can pressure sentiment. The Zacks consensus full-year EPS remains near $18.74. Zacks downgrades and cuts
Negative Sentiment: A retaliation lawsuit alleging improper handling of a bias complaint was filed against Allstate — a reputational and potential legal risk; material financial impact is unclear but investors often view such suits as a negative catalyst. Retaliation suit

Allstate Price Performance

Shares of NYSE ALL opened at $211.29 on Friday. The stock has a market capitalization of $54.84 billion, a price-to-earnings ratio of 5.53, a PEG ratio of 0.42 and a beta of 0.22. The Allstate Corporation has a 12 month low of $184.62 and a 12 month high of $216.75. The firm’s 50 day simple moving average is $207.74 and its 200-day simple moving average is $205.38. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.37 and a quick ratio of 0.37.

Allstate (NYSE:ALL – Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The insurance provider reported $14.31 EPS for the quarter, topping analysts’ consensus estimates of $8.72 by $5.59. The business had revenue of $17.35 billion for the quarter, compared to analysts’ expectations of $17.23 billion. Allstate had a net margin of 15.19% and a return on equity of 39.20%. The business’s revenue was up 5.1% on a year-over-year basis. During the same quarter last year, the company earned $7.67 EPS. Analysts expect that The Allstate Corporation will post 18.74 EPS for the current year.

Allstate Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Monday, March 2nd were paid a dividend of $1.08 per share. This represents a $4.32 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Monday, March 2nd. This is a positive change from Allstate’s previous quarterly dividend of $1.00. Allstate’s dividend payout ratio is 11.31%.

About Allstate

(Free Report)

Allstate Corporation is a publicly traded insurance company headquartered in Northbrook, Illinois, and is one of the largest personal lines property and casualty insurers in the United States. Founded in 1931 as a subsidiary of Sears, Roebuck and Co, Allstate has grown into a diversified insurer that serves millions of consumers and businesses through a mix of distribution channels and product offerings.