The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. It operates in five segments: Allstate Protection; Protection Services; Allstate Health and Benefits; Run-off Property-Liability; and Corporate and Other segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; other personal lines products; and commercial lines products through agents, contact centers, and online. The Protection Services segment provides consumer product protection; protection and insurance products, including vehicle service contracts, guaranteed asset protection, road hazard tire and wheel, and paintless dent repair protection; and roadside assistance, device and mobile data collection services, and analytic solutions using automotive telematics information, as well as identity theft protection and remediation services. This segment also offers its products under various brands, including Allstate Protection Plans, Allstate Dealer Services, Allstate Roadside, Arity, Avail, and Allstate Identity Protection. The Allstate Health and Benefits segment provides life, accident, critical illness, short-term disability, and other health insurance products; stop-loss and fully insured group health products to employers; and short-term medical and medicare supplement insurance to individuals. The Run-off Property-Liability segment offers property and casualty insurance coverage that primarily relates to policies written during the 1960s through the mid-1980s. The Corporate and Other segment provides debt services, as well as non-insurance operations. It sells its products through agents, independent agents, call and contact centers, retailers, direct to consumer, wholesale partners, and affinity groups, as well as through online and mobile applications. The Allstate Corporation was founded in 1931 and is headquartered in Northbrook, Illinois.

Allstate looks like a high-quality insurance business with strong profitability, but the market is already pricing in a fair amount of optimism. A P/E of 6.03 and P/S of 1.06 are noticeably below the industry median, which suggests inexpensive valuation on earnings and revenue, while the P/FCF of 6.27 also looks moderate. At the same time, the P/B of 2.23 is significantly above the industry median, so on a book-value basis the stock does not look cheap, especially in the insurance sector, where book value usually matters. The key positive is very high efficiency: ROE of 42.32, ROA of 10.02, ROI of 33.22, and return on tangible equity of 47.54 are all well above the industry and are improving over time. Profit margins are also strengthening: net profit margin rose to 17.64 and operating margin to 21.11, which supports earnings stability. EPS and forward EPS remain strong, and net income and operating income are at high levels, although recent quarters show some volatility relative to peaks. The debt burden looks comfortable: debt/equity of 0.24 is below the industry median and has declined compared with earlier periods, while long-term debt remains under control. The weak point is liquidity: quick ratio is zero and current ratio is 0.29, which for an investor means dependence on the specifics of the insurance balance sheet and limited short-term liquidity cushion. There is currently no dividend yield, so the dividend factor does not support a higher valuation. Revenue, assets, and equity are growing, confirming the scale and resilience of the business, but the increase in liabilities requires attention. Overall, the fundamentals support a moderately positive view, but because of the already strong valuation on P/B and the lack of a dividend buffer, the upside for target revisions is limited. For an investor, this is not a story of deep undervaluation, but rather of a high-quality, profitable, and efficient insurer with limited, yet still positive, upside.

Allstate Corporation (The)

Сильный индекс, без изменений. Быки в растерянности.

Strong index, flat. The bulls are confused.

Сильный индекс, незначительно упал. Рынок на стороне быков.

Strong index, slightly down. The market is on the bulls' side.

Сильный индекс, незначительно упал. Приток средств в лонги на высоком уровне.

Strong index, slightly down. Inflow of funds into longs at a high level.

Allstate looks like a profitable and efficient insurer with low P/E and P/FCF, but high P/B and weak liquidity; the fundamentals moderately support the target.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Putnam Focused Large Cap Value ETF (Symbol: PVAL) where we have detected an approximate $360.4 million dollar inflow -- that's a 2.8% increase week over week in outstanding units (from 242,329,000 to 249,129,000). Among the largest underlying components of PVAL, in trading today Allstate Corp (Symbol: ALL) is up about 1.3%, Southwest Airlines Co (Symbol: LUV) is off about 3%, and McKesson Corp (Symbol: MCK) is higher by about 1.5%. For a complete list of holdings, visit the PVAL Holdings page » The chart below shows the one year price performance of PVAL, versus its 200 day moving average:
Looking at the chart above, PVAL's low point in its 52 week range is $39.71 per share, with $53.16 as the 52 week high point — that compares with a last trade of $52.91. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further PVAL Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable ETF Inflow Detected - PVAL, ALL, LUV, MCK

Berkshire Hathaway BRK.B is expected to witness an improvement in its top and bottom lines when it reports second-quarter 2026 results.
The Zacks Consensus Estimate for BRK.B’s second-quarter revenues is pegged at $95.3 billion, indicating a 3% increase from the year-ago reported figure.
The consensus estimate for earnings is pegged at $5.24 per share. The Zacks Consensus Estimate for BRK.B’s second-quarter earnings has moved 1% north in the past 30 days.
BRK.B’s Decent Earnings Surprise History
Berkshire Hathaway’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed in two, the average surprise being 7.98%. This is depicted in the following chart.
What the Zacks Model Unveils for Berkshire Hathaway
Our proven model does not conclusively predict an earnings beat for Berkshire this time around. This is because a stock needs to have the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat. This is not the case, as you can see below.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: BRK.B has an Earnings ESP of -5.53%. This is because the Most Accurate Estimate of $4.95 is pegged lower than the Zacks Consensus Estimate of $5.24.
Berkshire Hathaway Inc. Price and EPS Surprise
Zacks Rank: BRK.B currently has a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Shape BRK.B’s Q2 Results
Berkshire Hathaway’s insurance operations are expected to have benefited from favorable pricing, strong policy retention, higher average auto premiums, broader market exposure and favorable reserve development in the second quarter. A relatively benign catastrophe environment likely supported underwriting profitability, while continued insurance growth probably expanded the company’s float.
GEICO’s results are likely to reflect policy growth, higher average premiums, lower claims frequency and improved operating efficiency. Insurance investment income may also have increased, supported by higher yields and a larger asset base.
BNSF’s performance could have been pressured by an unfavorable business mix and lower fuel-surcharge revenues. However, higher unit volumes, workforce productivity gains and lower operating expenses are likely to have been offsets.
The utilities and energy segment is expected to have benefited from stronger natural gas pipeline and other energy operations. Meanwhile, Berkshire’s service and retail businesses are likely to have gained from improving economic conditions, stronger consumer activity, revenue growth and margin expansion.
Share buybacks are likely to have supported the bottom line.
BRK.B’s Price Performance & Valuation
The stock has underperformed the industry, its sector and the S&P 500 in the second quarter of 2026.
Image Source: Zacks Investment Research
The stock is trading at a price-to-book value of 1.47X, in line with the industry. It is attractively valued compared with other insurers like The Progressive Corporation PGR and The Allstate Corporation ALL.
Image Source: Zacks Investment Research
Investment Thesis
Berkshire Hathaway’s insurance operations remain central to its business model, generating roughly a quarter of total revenues and supporting long-term growth. Although catastrophe losses can cause volatility in underwriting results, Berkshire’s diversified businesses provide considerable financial stability.
Insurance float—the premiums collected before claims are paid—expanded from about $114 billion in 2017 to $176.9 billion at the end of the first quarter of 2026. This large, low-cost funding base enables Berkshire to invest in high-quality assets and businesses, including Apple, Coca-Cola, BNSF Railway and its utility operations, strengthening long-term earnings potential.
Berkshire’s robust balance sheet and substantial liquidity support continued share repurchases, reflecting disciplined capital allocation and helping enhance shareholder value over time.
How to Play BRK.B Stock
Berkshire Hathaway, a conglomerate with over 90 subsidiaries spanning a wide range of industries, brings diversification and dynamism to shareholders’ portfolios. The spotlight now shifts to the next chapter, with Greg Abel as CEO.
Berkshire’s insurance business is likely to have benefited from a well-performing insurance business as well as higher interest income from short-term investments. Continued strong performance across all other segments instills confidence in long-term growth. It will be a wise move to add the stock to one's portfolio.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
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Should BRK.B Stock Be in Your Portfolio Ahead of Q2 Earnings?

Arthur J. Gallagher & Co. AJG is expected to register an improvement in its top and bottom lines when it reports second-quarter 2026 results on July 30, after the closing bell.
The Zacks Consensus Estimate for AJG’s second-quarter revenues is pegged at $4.03 billion, indicating 26.9% growth from the year-ago reported figure.
The consensus estimate for earnings is pegged at $2.84 per share. The Zacks Consensus Estimate for AJG’s second-quarter earnings suggests a 21.9% year-over-year increase.
What the Zacks Model Unveils for AJG
Our proven model does not predict an earnings beat for Arthur J. Gallagher this time around. A stock needs to have the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). That’s not the case here, as you can see below.
Earnings ESP: Arthur J. Gallagher has an Earnings ESP of -1.38%. This is because the Most Accurate Estimate of $2.80 per share is pegged lower than the Zacks Consensus Estimate of 2.84 per share. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Arthur J. Gallagher & Co. Price, Consensus and EPS Surprise
Zacks Rank: AJG carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Shape Q2 Results of AJG
Improved performance across both the Brokerage and Risk Management segments is expected to support Arthur J. Gallagher's second-quarter results. Strong new business generation, healthy client retention, higher renewal premiums and continued organic growth across its operations are likely to have benefited the second-quarter performance.
The Zacks Consensus Estimate for fees is pegged at $1.2 billion, indicating an increase of 24.2% from the prior-year period’s reported number. The consensus mark for commissions is pinned at $2.56 billion, implying 41.9% growth from the prior-year period’s reported number.
The Risk Management segment is expected to have benefited from strong client retention, robust new business generation and increased customer activity, supporting fee revenues.
The Brokerage segment is likely to have benefited from continued high client retention, increased new business, rising renewal premiums, and improved interest income from both owned and fiduciary funds.
Higher commissions and fees, growth in supplemental and contingent revenues, stronger investment income, and contributions from strategic acquisitions, particularly the AssuredPartners acquisition, are expected to have boosted overall revenues in the to-be-reported quarter. Additionally, the ongoing realization of acquisition synergies, productivity initiatives, and AI- and technology-driven operating efficiencies are likely to have enhanced operating margins.
Total expenses are anticipated to have risen, primarily driven by higher compensation costs, reimbursements, interest expenses, amortization, and adjustments to estimated acquisition earnout liabilities.
Stocks to Consider
Here are some insurance stocks you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat:
Axis Capital Holdings Limited AXS has an Earnings ESP of +3.82% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.23 per share, indicating a year-over-year decrease of 1.8%.
AXS’ earnings beat estimates in each of the last four reported quarters.
The Allstate Corporation ALL has an Earnings ESP of +2.59% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $5.61 per share, indicating a year-over-year decrease of 5.5%.
ALL’s earnings beat estimates in each of the last four reported quarters.
Aon plc AON has an Earnings ESP of +0.24% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.77 per share, indicating a year-over-year increase of 8%.
AON’s earnings beat estimates in each of the last four reported quarters.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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Arthur J. Gallagher to Report 2Q Earnings Soon: What to Expect?

Everest Group, Ltd. EG is expected to register a decrease in both top and bottom lines when it reports second-quarter 2026 results on July 29, after the closing bell.
The Zacks Consensus Estimate for EG’s second-quarter revenues is pegged at $4.09 billion, indicating a 9% decrease from the year-ago reported figure.
The consensus estimate for earnings is pegged at $14.59 per share. The Zacks Consensus Estimate for EG’s second-quarter earnings has decreased 0.7% over the past 30 days. The estimate suggests a year-over-year decrease of 16%.
What the Zacks Model Unveils for EG
Our proven model predicts an earnings beat for Everest Group this time around. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat.
Earnings ESP: Everest Group has an Earnings ESP of +1.67%. This is because the Most Accurate Estimate of $14.83 is pegged higher than the Zacks Consensus Estimate of $14.59. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: EG carries a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
Factors Likely to Shape EG’s Q2 Results
Premium growth is likely to have been pressured by the completed exit from the Commercial Retail Insurance business and the ongoing runoff of legacy casualty exposures. We expect net written premiums to have declined 18.1% year over year to $3.4 billion in the second quarter.
The Insurance segment is likely to have been impacted by portfolio actions in specialty casualty lines and the sale of renewal rights. However, higher premiums from other specialty and accident & health businesses are expected to have partly offset the decline. We estimate premiums earned of $760.9 million in the to-be-reported quarter.
The Reinsurance segment is expected to have been affected by lower premiums in North America casualty pro rata and casualty excess-of-loss businesses. However, growth in the property and financial lines books is likely to have partly offset the weakness. We expect second-quarter premiums earned to have declined 16.3% year over year to $2.2 billion.
Net investment income is likely to have benefited from an increase in fixed maturities, a rise in income from limited partnerships, and an increase in income from other alternative investments. We expect net investment income to have been $561.5 million. The Zacks Consensus Estimate is pegged at $533.6 million.
Disciplined underwriting is expected to have supported underwriting profitability as management continues to prioritize business that meets return thresholds. However, catastrophe losses and competitive market conditions are likely to have partially offset these benefits, leading to a higher combined ratio. We expect the combined ratio to be 93.4 in the to-be-reported quarter. The Zacks Consensus Estimate for the metric is pegged at 93.7
We estimate the underwriting income from the Reinsurance segment to be $271.1 million in the to-be-reported quarter.
Total claims & expenses are likely to have decreased largely owing to lower incurred losses and loss adjustment expenses, commission, brokerage, taxes and fees, and other underwriting expenses. We expect the metric to be $3.4 billion.
Share buybacks in the to-be-reported quarter are anticipated to have provided a boost to the bottom line.
Other Stocks to Consider
Here are some other insurance stocks you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat:
Axis Capital Holdings Limited AXS has an Earnings ESP of +3.82% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.23, indicating a year-over-year decrease of 1.8%.
AXS’ earnings beat estimates in each of the last four reported quarters.
The Allstate Corporation ALL has an Earnings ESP of +2.59% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $5.61, indicating a 5.5% year-over-year decrease.
ALL’s earnings beat estimates in each of the last four reported quarters.
Prudential Financial Inc. PRU has an Earnings ESP of +0.45% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.39, indicating a 5.3% year-over-year decrease.
PRU’s earnings beat estimates in three of the last four reported quarters.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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Is a Beat in Store for Everest Group This Q2 Earnings?

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Allstate (ALL), a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Allstate currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?
In order to see if ALL is a promising momentum pick, let's examine some Momentum Style elements to see if this insurer holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For ALL, shares are up 4.03% over the past week while the Zacks Insurance - Property and Casualty industry is up 0.53% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 8.5% compares favorably with the industry's 2.37% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Shares of Allstate have increased 20.03% over the past quarter, and have gained 32.84% in the last year. In comparison, the S&P 500 has only moved 3.77% and 17.72%, respectively.
Investors should also take note of ALL's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now ALL is averaging 1,554,287 shares for the last 20 days..
Earnings Outlook
The Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with ALL.
Over the past two months, 12 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost ALL's consensus estimate, increasing from $29.11 to $30.51 in the past 60 days. Looking at the next fiscal year, 5 estimates have moved upwards while there have been 2 downward revisions in the same time period.
Bottom Line
Taking into account all of these elements, it should come as no surprise that ALL is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Allstate on your short list.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Are You Looking for a Top Momentum Pick? Why Allstate (ALL) is a Great Choice

Willis Towers Watson Public Limited Company WTW is expected to register an improvement in both top and bottom lines when it reports second-quarter 2026 results on July 30, before the opening bell.
The Zacks Consensus Estimate for WTW’s second-quarter revenues is pegged at $2.43 billion, indicating a 7.4% increase from the year-ago reported figure.
The consensus estimate for earnings is pegged at $3.13 per share. The Zacks Consensus Estimate for WTW’s second-quarter earnings has moved south by 0.6% in the past 60 days. The estimate suggests a year-over-year increase of 9.4%.
What the Zacks Model Unveils
Our proven model predicts an earnings beat for Willis Towers this time around. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat.
Earnings ESP: Willis Towers has an Earnings ESP of +2.42%. This is because the Most Accurate Estimate of $3.21 is pegged higher than the Zacks Consensus Estimate of $3.13. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Willis Towers Watson Public Limited Company Price and EPS Surprise
Zacks Rank: Willis Towers carries a Zacks Rank of 3 at present.
Factors Likely to Shape Q2 Results of WTW
Revenues in the second quarter are likely to have benefited from strong performances across all the segments.
Strong performance across international markets driven by new business wins and renewals is likely to have aided organic revenue growth in Health in the to-be-reported quarter.
Wealth business revenues are likely to have benefited from higher levels of retirement work across all regions, alongside growth in the Investments business.
Career revenues are likely to have been affected as clients deferred discretionary work amid geopolitical uncertainty in the Middle East. Career witnessed clients delaying projects with a moderation in advisory-related demand in North America. The downside is likely to be partially offset by growth outside North America.
The Benefits Delivery & Outsourcing segment’s performance is likely to have been affected by lower commissions in the Individual Marketplace.
Corporate Risk & Broking is expected to have benefited from the new business activity and strong client retention globally.
Expenses in the second quarter are likely to have increased, attributable to higher salary expense, higher professional services costs, increased local office expenses, a higher depreciable base of assets, and higher interest expense. We expect the metric to be $2 billion in the to-be-reported quarter.
Other Stocks to Consider
Some other insurance stocks with the right combination of elements to come up with an earnings beat this time around are:
Aflac Incorporated AFL has an Earnings ESP of +0.34% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $1.77, indicating a year-over-year decrease of 0.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
AFL’s earnings beat estimates in two of the last four reported quarters and missed in the other two.
The Allstate Corporation ALL has an Earnings ESP of +2.59% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $5.61, indicating a year-over-year decrease of 5.5%.
ALL’s earnings beat estimates in each of the last four reported quarters.
eToro Group Ltd. ETOR has an Earnings ESP of +0.14% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at 61 cents, indicating a year-over-year increase of 8.9%.
ETOR’s earnings beat estimates in each of the last four reported quarters.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Will Willis Towers Pull Off a Surprise This Earnings Season?

Seagate Technology Holdings plc STX is set to report fourth-quarter fiscal 2026 earnings on Wednesday, after the closing bell. In the quarter, the company is likely to have generated higher revenues due to steady growth in high-capacity nearline drive demand across global cloud and hyperscaler customers.
Factors at Play
The exponential growth of AI, cloud infrastructure and hyperscale data centers has reignited demand for high-capacity HDDs. Against this backdrop, investors are closely watching one key metric –HDD exabyte shipments. The company's ability to ship more storage capacity, even if the total number of drives remains relatively flat, is likely to have influenced revenue and margins in the quarter. Higher exabyte shipments indicate strong enterprise and cloud storage demand, increased adoption of high-capacity drives, improved ASPs and better gross margin potential. For Seagate, rising exabyte shipments often translate into stronger financial performance because high-capacity enterprise drives command significantly higher prices than consumer HDDs.
During the quarter, Seagate introduced a lineup of new and updated storage solutions for consumers and professional users under its Seagate, FireCuda and LaCie brands. These include the Seagate One Touch desktop external hard drive, the FireCuda X Vault hard drive and the LaCie 8big Pro5 multi-bay RAID storage system. Moreover, Seagate divested its Lyve Cloud business to Wasabi Technologies. The deal also makes STX a shareholder in the fast-growing cloud storage provider. By selling the business to Wasabi, Seagate enables customers to benefit from a provider focused entirely on cloud storage innovation, while it concentrates on advancing its leadership in mass-capacity storage solutions.
Seagate's key strengths lie in its nearline HDD portfolio. In the last reported quarter, Seagate shipped 199 exabytes of HDD storage, up 39% year over year and 5% sequentially. The data center market accounted for 88% of shipments, driven by sustained demand from cloud and enterprise clients. STX shipped 175 exabytes to data center customers, up 6% sequentially and 47% year over year. Management noted locking in exabyte-scale supply commitments from almost all major cloud and hyperscale customers, leaving nearline capacity nearly fully allocated through 2027.
Seagate Technology Holdings PLC Price and EPS Surprise
AI-driven inference workloads are boosting demand for cloud and edge storage, with sovereign and neo-cloud data centers increasingly adopting Seagate's enterprise nearline drives. As AI data volumes grow, HDDs remain essential for delivering scalable, energy-efficient and cost-effective storage. Seagate is well-positioned to benefit through its HAMR-based Mozaic platform. The latest Mozaic 4+ delivers up to 44TB per drive, improving storage density, cost efficiency and scalability while supporting strong data-center exabyte growth. This positions Seagate to capitalize on the AI-driven storage expansion, supporting its targeted mid-20% annual data-center exabyte growth.
Seagate noted that Mozaic 4+ is projected to constitute the majority of its HAMR exabyte shipments exiting calendar 2026. With the development of Mozaic 5 underway, it expects to begin qualification shipments in late calendar 2027.
Overall Expectations
The Zacks Consensus Estimate for nearline HDD exabytes shipment for the June quarter is pegged at 190, indicating an improvement from 137 in the prior-year quarter. The consensus estimate for non-nearline shipment is pinned at 25.8, a slight deterioration from the prior-year quarter’s 26.
The Zacks Consensus Estimate for earnings is pegged at $5.10 per share, indicating a 96.9% year-over-year increase. The Zacks Consensus Estimate for revenues is $3.5 billion, suggesting a 43% uptick from the year-ago actual.
Earnings Whispers
Our proven model predicts an earnings beat for Seagate this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is exactly the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Seagate has an Earnings ESP of +0.47% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to Consider
Here are a few other companies that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season.
The Allstate Corporation ALL has an Earnings ESP of +2.59% and a Zacks Rank #2 at present. ALL is gearing up for quarterly results on Aug. 5, after market close.
The Zacks Consensus Estimate for Allstate’s second-quarter 2026 earnings is pegged at $5.61 per share, indicating a year-over-year decrease of 5.6%. Its earnings beat estimates in each of the last four reported quarters, delivering an average surprise of 51.1%. The Zacks Consensus Estimate for ALL's revenues is pegged at $17.73 billion, indicating a 5.7% increase from the year-ago reported figure.
Silicon Motion Technology Corporation SIMO has an Earnings ESP of +7.68% and sports a Zacks Rank #1 at present. It is set to release second-quarter 2026 numbers on July 29. The Zacks Consensus Estimate for SIMO’s second-quarter earnings is pegged at $2.13 per share, indicating a year-over-year jump of 208.7%. Its earnings beat estimates in three of the last four reported quarters, while missing once, delivering an average surprise of 18.6%. The Zacks Consensus Estimate for revenues is pegged at $403.6 million, indicating a 103.2% increase from the year-ago reported figure.
The Earnings ESP for Monolithic Power Systems, Inc. MPWR is +1.00%, and it carries a Zacks Rank of #2 at present. The company is slated to report second-quarter 2026 numbers on July 30. The Zacks Consensus Estimate for MPWR’s second-quarter earnings is pegged at $5.88 per share, indicating a year-over-year increase of 39.7%. Its earnings beat estimates in each of the last four reported quarters, delivering an average surprise of 2.5%. The Zacks Consensus Estimate for revenues is pegged at $904 million, indicating a 36% increase from the year-ago reported figure.
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Can Increasing HDD Exabyte Shipments Bolster Seagate's Q4 Earnings?

Shares of Allstate (ALL) have been strong performers lately, with the stock up 8.5% over the past month. The stock hit a new 52-week high of $260.65 in the previous session. Allstate has gained 24.9% since the start of the year compared to the 6.1% gain for the Zacks Finance sector and the 1.5% return for the Zacks Insurance - Property and Casualty industry.
What's Driving the Outperformance?
The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on April 29, 2026, Allstate reported EPS of $10.65 versus consensus estimate of $7.43.
For the current fiscal year, Allstate is expected to post earnings of $30.51 per share on $71.42 in revenues. This represents a -12.4% change in EPS on a 5.26% change in revenues. For the next fiscal year, the company is expected to earn $26.57 per share on $75.15 in revenues. This represents a year-over-year change of -12.91% and 5.22%, respectively.
Valuation Metrics
Allstate may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.
Allstate has a Value Score of A. The stock's Growth and Momentum Scores are B and B, respectively, giving the company a VGM Score of A.
In terms of its value breakdown, the stock currently trades at 8.5X current fiscal year EPS estimates, which is not in-line with the peer industry average of 11.9X. On a trailing cash flow basis, the stock currently trades at 6.8X versus its peer group's average of 10.2X. Additionally, the stock has a PEG ratio of 0.45. This is good enough to put the company in the top echelon of all stocks we cover from a value perspective, making Allstate an interesting choice for value investors.
Zacks Rank
We also need to look at the Zacks Rank for the stock, as this supersedes any trend on the style score front. Fortunately, Allstate currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Allstate passes the test. Thus, it seems as though Allstate shares could have potential in the weeks and months to come.
How Does ALL Stack Up to the Competition?
Shares of ALL have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is The Travelers Companies, Inc. (TRV). TRV has a Zacks Rank of #2 (Buy) and a Value Score of B, a Growth Score of C, and a Momentum Score of A.
Earnings were strong last quarter. The Travelers Companies, Inc. beat our consensus estimate by 89.08%, and for the current fiscal year, TRV is expected to post earnings of $32.49 per share on revenue of $48.83 billion.
Shares of The Travelers Companies, Inc. have gained 18.3% over the past month, and currently trade at a forward P/E of 11.92X and a P/CF of 6.05X.
The Insurance - Property and Casualty industry may rank in the bottom 60% of all the industries we have in our universe, but there still looks like there are some nice tailwinds for ALL and TRV, even beyond their own solid fundamental situation.
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The Allstate Corporation (ALL) Soars to 52-Week High, Time to Cash Out?

Unum Group UNM is expected to register an improvement in its bottom line but a decline in the top line when it reports second-quarter 2026 results on July 28, after the closing bell.
The Zacks Consensus Estimate for UNM’s second-quarter revenues is pegged at $2.95 billion, indicating a 12.6% decline from the year-ago reported figure.
The consensus estimate for earnings is pegged at $2.14 per share. The Zacks Consensus Estimate for UNM’s second-quarter earnings has moved south by 0.4% in the past 30 days. The estimate suggests a year-over-year increase of 3.3%.
What the Zacks Model Unveils for UNM
Our proven model does not conclusively predict an earnings beat for Unum Group this time around. This is because a stock needs to have the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold). This is not the case, as you can see below:
Earnings ESP: Unum Group has an Earnings ESP of -0.89%. This is because the Most Accurate Estimate of $2.13 is pegged lower than the Zacks Consensus Estimate of $2.14. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Unum Group Price and EPS Surprise
Zacks Rank: Unum Group currently carries a Zacks Rank #3.
Factors Likely to Shape Q2 Results of UNM
Favorable persistency and better sales in the operating segments are likely to have favored premiums in the second quarter. Our estimate and the Zacks Consensus Estimate for premium income are both pegged at $2.6 billion.
Net investment income is likely to have increased due to higher invested assets and higher miscellaneous investment income. Our estimate for investment income is pegged at $297.3 million, suggesting a 47% decrease from the year-ago quarter. The Zacks Consensus Estimate is pegged at $269 million.
The performance of Unum U.S. and Colonial Life — two of the largest operating segments — is likely to have been driven by stable overall persistency in the voluntary benefits and dental and vision product lines, and higher prior period sales in the voluntary benefits product line, improved benefit experience across life, accident, sickness, and disability product lines, and in-force block growth.
Better performance in life and group disability is likely to aid Unum U.S. results.
Our estimate for Unum U.S. operating revenues is pegged at $2 billion, while the same for Colonial Life is pinned at $516.5 million.
Favorable results at group long-term disability, Group Life and Supplemental are likely to have favored Unum UK. This, combined with in-force block growth, sales and favorable overall persistency at Unum Poland, is likely to have benefited Unum International. Our estimate for Unum International’s operating revenues is pegged at $336.1 million.
Expenses are likely to have increased because of higher policy benefits, commissions, interest and debt expense, amortization of deferred acquisition costs and other expenses.
Continued share buybacks are likely to have contributed to the bottom line.
Stocks to Consider
Some insurance stocks with the right combination of elements to deliver an earnings beat this time around are:
Aflac Incorporated AFL has an Earnings ESP of +0.34% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $1.77, indicating a year-over-year decrease of 0.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
AFL’s earnings beat estimates in two of the last four reported quarters and missed in the other two.
The Allstate Corporation ALL has an Earnings ESP of +2.59% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $5.61, indicating a year-over-year decrease of 5.5%.
ALL’s earnings beat estimates in each of the last four reported quarters.
Axis Capital Holdings Limited AXS has an Earnings ESP of +3.82% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.23, indicating a year-over-year decrease of 1.8%.
AXS’s earnings beat estimates in each of the last four reported quarters.
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Unum Group Gears Up to Report Q2 Earnings: Here's What to Expect

Allstate (ALL) ended the recent trading session at $254.52, demonstrating a +1.07% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 1.21% for the day. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.15%.
The insurer's shares have seen an increase of 7.83% over the last month, surpassing the Finance sector's gain of 2.12% and the S&P 500's gain of 0.42%.
The investment community will be closely monitoring the performance of Allstate in its forthcoming earnings report. The company is scheduled to release its earnings on August 5, 2026. The company's earnings per share (EPS) are projected to be $5.61, reflecting a 5.56% decrease from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $17.73 billion, reflecting a 5.67% rise from the equivalent quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $30.51 per share and a revenue of $71.42 billion, signifying shifts of -12.4% and +5.26%, respectively, from the last year.
Investors should also pay attention to any latest changes in analyst estimates for Allstate. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 2.57% upward. As of now, Allstate holds a Zacks Rank of #2 (Buy).
In terms of valuation, Allstate is presently being traded at a Forward P/E ratio of 8.25. This valuation marks a discount compared to its industry average Forward P/E of 11.67.
It is also worth noting that ALL currently has a PEG ratio of 0.43. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Insurance - Property and Casualty industry currently had an average PEG ratio of 2.75 as of yesterday's close.
The Insurance - Property and Casualty industry is part of the Finance sector. This industry currently has a Zacks Industry Rank of 152, which puts it in the bottom 39% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
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Indicator	TTM Median
P/E	6.03 13.44
Price/Sales	1.06 2.20
P/B	2.23 1.26
P/FCF	6.27 10.82

Indicator	TTM Median
ROE	42.32 10.93
ROA	10.02 1.25
ROI	33.22 7.69
Net Worth	71.54 1.04
Quick Ratio	0.00 1.40
Current Ratio	0.29 0.98

Indicator	TTM Median
Net Profit Margin	17.64 17.42
Operating Margin	21.11 24.35
Gross Margin	46.87 71.15
Return on tangible equity	47.54 12.73

Indicator	TTM Median
EPS	10.65 0.71
EPS Forecast	7.43 0.72
Revenue	16.94B 89.00M
Gross Profit	7.68B —
EBITDA	3.31B —

Allstate Corporation (The)

Recent quarterly and TTM performance

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