ALLHIGH SIGNALFINANCIAL10-K

Allstate reported extraordinary financial performance with revenue surging 292% to $67.7B and net income more than doubling to $10.3B, while dramatically increasing share buybacks from $2M to $1.2B.

The massive revenue increase suggests either significant business expansion, major acquisitions, or accounting changes that require further investigation to understand the underlying drivers. The simultaneous doubling of net income and 61,550% increase in share buybacks indicates exceptionally strong cash generation and aggressive capital return to shareholders.

Comparing 2026-02-20 vs 2025-02-24View on EDGAR →
FINANCIAL ANALYSIS

Allstate delivered exceptional financial results across all key metrics, with revenue nearly quadrupling to $67.7B, net income more than doubling to $10.3B, and operating cash flow growing 13% to $10.1B. The company aggressively returned capital to shareholders through a massive increase in share buybacks from $2M to $1.2B and higher dividends of $534M, while strengthening its balance sheet with stockholders' equity growing 43% to $30.6B. This comprehensive financial improvement suggests either transformational business growth or major structural changes that have significantly enhanced the company's scale and profitability.

FINANCIAL STATEMENT CHANGES
Share Buybacks
Cash Flow
+61550%
$2.0M$1.2B

Share repurchases increased 61550% — management returning capital, signals confidence in intrinsic value.

Revenue
P&L
+292.3%
$17.3B$67.7B

Strong top-line growth of 292.3% — accelerating demand or successful expansion into new markets.

Net Income
P&L
+120.3%
$4.7B$10.3B

Net income grew 120.3% — bottom-line growth signals improving overall business health.

Stockholders Equity
Balance Sheet
+42.8%
$21.4B$30.6B

Equity base grew 42.8% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Dividends Paid
Cash Flow
+22.8%
$435.0M$534.0M

Dividend payments increased 22.8% — management confidence in sustained cash generation.

Operating Cash Flow
Cash Flow
+13.2%
$8.9B$10.1B

Operating cash flow grew 13.2% — strong conversion of earnings to cash, healthy business fundamentals.

LANGUAGE CHANGES
NEW — 2026-02-20
PRIOR — 2025-02-24
ADDED
As of January 30, 2026, the registrant had 259,535,842 shares of common stock outstanding.
Business 2 Overview 3 Strategy and Segment Information 3 Allstate Protection 5 Protection Services 11 Other Business Segments 12 Regulation 13 Human Capital 17 Website 18 Other Information About Allstate 18 Information about our Executive Officers 19 Forward-Looking Statements 20 Item 1A.
Form 10-K Summary 176 Signatures 177 Financial Statement Schedules S- 1 2025 Form 10-K Item 1.
This is achieved through our multi-channel distribution strategy, which leverages our exclusive agency, independent agency and direct channels to deliver affordable, simple and connected protection.
Transformative Growth enhanced our direct sales capabilities and successfully repositioned distribution, driving new business growth in all channels.
+7 more — sign up free →
REMOVED
As of January 31, 2025, the registrant had 265,026,048 shares of common stock outstanding.
Business 1 Overview 1 Strategy and Segment Information 2 Allstate Protection 4 Protection Services 9 Allstate Health and Benefits 10 Other Business Segments 11 Regulation 12 Human Capital 16 Website 18 Other Information About Allstate 18 Information about our Executive Officers 19 Forward-Looking Statements 20 Item 1A.
Form 10-K Summary 184 Signatures 185 Financial Statement Schedules S- 1 2024 Form 10-K Item 1.
Allstate at a Glance 208 million policies in force ( PIF ) 55,000 employees 3 rd largest personal property and casualty insurer in the United States (1) $72.61 billion investment portfolio (1) Based on 2023 statutory direct premiums written according to A.M.
Best We empower customers with protection to help them achieve their hopes and dreams.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →