Every material Form 8-K Allstate filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Allstate reported third-quarter 2026 net income applicable to common shareholders of $2.1 billion, down from $3.7 billion a year earlier primarily due to higher catastrophe losses and prior-year asset sales. Total revenues rose 0.5% to $17.3 billion, while adjusted net income was $2.5 billion, or $9.76 per diluted share. Shareholders experienced increased property-liability policies in force and capital returns of approximately $1.5 billion during the quarter.
Total revenues reached $17.3 billion in the third quarter of 2026, a 0.5% increase compared to the prior year quarter.
Net income applicable to common shareholders was $2.1 billion, or $8.03 per diluted share.
Adjusted net income was $2.5 billion, or $9.76 per diluted share.
Catastrophe losses increased to $1.65 billion for the third quarter of 2026.
Allstate reported second quarter 2026 results, with total revenues of $18.6 billion, up 11.8% from a year earlier. Net income applicable to common shareholders was $3.2 billion, or $12.51 per diluted share, compared with $2.1 billion, or $7.76 per diluted share, in the prior year quarter. For shareholders, the company also reported $1.0 billion in share repurchases and $280 million in dividends paid during the quarter.
Total revenues were $18.6 billion, up 11.8% from $16.6 billion in the second quarter of 2025.
Adjusted net income was $2.3 billion, or $8.99 per diluted share, compared with $1.6 billion, or $5.94 per diluted share, a year earlier.
Property-Liability recorded combined ratio improved to 86.6 from 91.1, driven by lower catastrophe losses and prior year reserve releases.
Shareholder returns in the quarter totaled $1.3 billion, including $1.0 billion in share repurchases and $280 million in dividends.
Allstate said Christian Lown will become Executive Vice President and Chief Financial Officer on August 3, 2026, succeeding Jess Merten, who became President of Property-Liability in October 2025. John Dugenske has served as interim CFO and will continue in that role until Lown starts. The filing sets Lown's pay package, including a $875,000 base salary and a $2,000,000 sign-on bonus, which matters to shareholders as a senior finance leadership change.
Christian Lown starts as EVP and CFO effective August 3, 2026, reporting to Chair, President and CEO Tom Wilson.
Lown's prior roles include CFO of CoStar Group (July 2024 to July 2026) and CFO of Freddie Mac (June 2020 to June 2024).
Compensation: $875,000 annual base salary, annual target cash incentive of 200% of salary, and equity incentive of 375% of salary.
Sign-on package: $2,000,000 one-time cash bonus and $4,100,000 in RSUs vesting ratably over three years.
Allstate reported first quarter 2026 results with revenues of $16.9 billion, up 3.0% from the prior year, and net income applicable to common shareholders of $2.4 billion, or $9.25 per diluted share, compared with $566 million a year earlier. Adjusted net income was $2.8 billion, or $10.65 per diluted share, and the company cited lower catastrophe losses and prior year reserve releases as drivers.
Net income applicable to common shareholders was $2.4 billion ($9.25 per diluted share) versus $566 million ($2.11) in Q1 2025.
Adjusted net income was $2.8 billion ($10.65 per diluted share) versus $949 million ($3.53) a year earlier.
Property-Liability catastrophe losses fell 43.7% to $1.24 billion; the recorded combined ratio improved to 82.0 from 97.4.
Net losses on investments and derivatives were $405 million; the investment portfolio total return was negative 0.2% for the quarter.
Allstate reported fourth-quarter 2025 revenue of $17.3 billion, up 5.1% from a year earlier, and net income applicable to common shareholders of $3.8 billion, up from $1.9 billion. For full-year 2025, net income applicable to common shareholders was $10.2 billion, compared with $4.6 billion in 2024. The company also said its common dividend will rise to $1.08 per share and that a new $4.0 billion share repurchase program will begin once the existing $1.5 billion program is completed.
Q4 2025 net income applicable to common shareholders was $3.8 billion ($14.37 per diluted share), versus $1.9 billion ($7.07) a year earlier.
Q4 2025 adjusted net income was $3.8 billion, or $14.31 per diluted share, versus $2.1 billion ($7.67) in Q4 2024.
Full-year 2025 revenue was $67.7 billion, 5.6% above 2024; full-year adjusted net income was $9.3 billion.
Dividend to increase to $1.08 per share, payable April 1, 2026; a $4.0 billion repurchase program over 24 months will follow the existing $1.5 billion program.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Allstate filing is on SEC EDGAR ↗. 8-K briefs of other companies →