ALLMEDIUM SIGNALFINANCIAL10-K

Allstate demonstrates strong capital position improvement with stockholders' equity growing 43% to $30.6 billion while expanding cash generation and dividend payments.

The substantial increase in stockholders' equity signals improved financial strength and capital adequacy, likely reflecting profitable operations and retained earnings growth. Higher dividend payments combined with strong operating cash flow growth indicates management confidence in the company's earnings power and cash generation capabilities.

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

Allstate's financial position strengthened meaningfully, with stockholders' equity expanding 43% to $30.6 billion, demonstrating enhanced capital reserves. Operating cash flow grew a solid 13% to $10.1 billion while dividend payments increased 23% to $534 million, reflecting both improved cash generation and management's confidence in returning more capital to shareholders. The overall picture suggests a company with strengthening fundamentals and improved financial flexibility.

FINANCIAL STATEMENT CHANGES
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.
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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.
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