| ALL |
Report |
Operating diluted EPS |
BEAT |
pred ~$6.15 vs. cons $6.03 |
LOW |
| ALL |
Report |
Adjusted combined ratio ex-cats/reserves |
IN-LINE |
pred ~80.4% vs. cons 80.77% |
LOW |
| ALL |
Report |
Net investment income - Allstate Protection |
BEAT |
pred ~$790M vs. cons $768M |
LOW |
| ALL |
Guide |
Auto pricing / margin posture (2H26) |
UNCHANGED |
guide ~selective price reductions within mid-90s auto CR target; no numerical Street guide |
LOW |
| ALL |
Guide |
Homeowners growth / underwriting (2H26) |
UNCHANGED |
guide ~profitable growth within low-90s reported CR target; no numerical Street guide |
LOW |
| ALL |
Guide |
Capital return (2H26) |
UNCHANGED |
guide ~continue $4B authorization; no numerical Street guide |
LOW |
| ALL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| ALL |
Return |
5-day cumulative residual |
+0.5% (FADE) |
FADE — modest beat likely sells first on elevated expectations, then stabilizes |
LOW |