February 2026 Monthly Release

Q: What catastrophe losses did Allstate (ALL) report for February 2026?

Estimated February 2026 catastrophe losses were $140 million (or $111 million after-tax). According to the company, January and February combined losses were $315 million (or $249 million after-tax).

Q: How many Allstate (ALL) policies were in force at February 28, 2026?

Allstate reported 38,437 thousand total policies in force at February 28, 2026. According to the company, totals include 25,633k auto and 7,726k homeowners policies.

Q: How did Allstate (ALL) policy counts change year-over-year by February 28, 2026?

Total policies rose 2.5% year-over-year as of February 28, 2026. According to the company, auto policies increased 3.0% while commercial lines declined 10.2%.

Q: Were Allstate's (ALL) month-to-month policy counts stable in February 2026?

Yes. Total policies were 38,437k at February 28, 2026, up 0.5% from January 31, 2026. According to the company, most product lines showed modest month-over-month increases.

The Allstate Corporation (NYSE: ALL) reported estimated February 2026 catastrophe losses of $140 million (or $111 million after-tax).

Rhea-AI Impact

(Neutral)

Rhea-AI Sentiment

(Very Negative)

Rhea-AI Summary

The Allstate Corporation (NYSE: ALL) reported estimated February 2026 catastrophe losses of $140 million (or $111 million after-tax). Total catastrophe losses for January and February were $315 million (or $249 million after-tax).

Policy counts: Auto 25,633k, Homeowners 7,726k, Other personal 4,902k, Commercial 176k. Total policies 38,437k, up 0.5% vs Jan and 2.5% YoY.

Positive

Auto policies +3.0% year-over-year
Total policies +2.5% year-over-year
Month-over-month policy counts broadly stable (Total +0.5%)

Negative

Estimated February catastrophe losses $140 million
January–February catastrophe losses $315 million total
Commercial lines policies down 10.2% year-over-year

Argus Mar 19 session

-0.15% close to close Open Argus

Details

News Market Reaction – ALL

In the Mar 19 session, ALL declined 0.15%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement details estimated February catastrophe losses of $140 million (or $111 million aft...

Analysis

This announcement details estimated February catastrophe losses of $140 million (or $111 million after tax), bringing January–February losses to $315 million (or $249 million after tax), alongside growth in Allstate Protection policies to 38,437 thousand, up 2.5% year over year. Investors may track how policy growth in auto and homeowners balances ongoing catastrophe costs and compare these monthly updates with prior loss patterns and capital management disclosures.

Key Figures

Feb 2026 catastrophe losses: $140 million Feb 2026 cat losses after tax: $111 million Jan–Feb 2026 catastrophe losses: $315 million +5 more

Feb 2026 catastrophe losses: $140 million; Estimated February 2026 losses before tax
Feb 2026 cat losses after tax: $111 million; Estimated February 2026 losses after tax
Jan–Feb 2026 catastrophe losses: $315 million; Estimated combined losses for January and February 2026
Jan–Feb cat losses after tax: $249 million; Estimated combined after-tax losses for January and February 2026
Total policies in force: 38,437 thousand; Allstate Protection policies at February 28, 2026
Auto policies in force: 25,633 thousand; Auto items at February 28, 2026
Total policy growth MoM: 0.5%; Total Allstate Protection policies vs January 31, 2026
Total policy growth YoY: 2.5%; Total Allstate Protection policies vs February 28, 2025

Historical Context

5 past events · Latest: Feb 24

5 events

Feb 24
Product expansion

24h Move

+1.8%

Expanded year-round identity protection and new stolen tax refund advance.
Feb 23
Conference appearance

24h Move

-0.1%

Announcement of presentation at Raymond James Institutional Investors Conference.
Feb 20
Preferred dividends

24h Move

+1.6%

Declared about $29.3M preferred dividends payable April 15, 2026.
Feb 19
Cat loss update

24h Move

-3.0%

Reported January catastrophe losses tied primarily to Winter Storm Fern.
Feb 17
CSR/brand news

24h Move

+2.3%

Announcement of Allstate NACDA Good Works Team community-service recognitions.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

lender-placed policies

1 terms

lender-placed policies financial

"Lender-placed policies are excluded from policy counts because relationships are with the lenders."

Lender-placed policies are insurance policies a lender or loan servicer purchases to protect property that backs a loan when the borrower fails to keep their own insurance. Think of it like a landlord buying coverage for a rental after a tenant’s policy lapses; it keeps the lender from taking an uninsured loss but usually costs the borrower more. Investors watch these policies because they affect loan recovery risk, servicer revenue, borrower costs, and potential regulatory or reputational issues.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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03/19/2026 - 08:16 AM

NORTHBROOK, Ill., March 19, 2026 /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) today announced estimated catastrophe losses for the month of February of $140 million or $111 million, after-tax. Total catastrophe losses for January and February were $315 million or $249 million, after-tax.

Allstate Protection policies in force are as follows:

Allstate Protection Policies in Force ⁽¹⁾
(in thousands)	February 28, 2026	January 31, 2026	February 28, 2025	Feb. 28, 2026 v Jan. 31, 2026	Feb. 28, 2026 v Feb. 28, 2025
Auto	25,633	25,484	24,894	0.6 %	3.0 %
Homeowners	7,726	7,709	7,537	0.2 %	2.5 %
Other personal lines	4,902	4,894	4,873	0.2 %	0.6 %
Commercial lines	176	175	196	0.6 %	(10.2) %
Total	38,437	38,262	37,500	0.5 %	2.5 %


(1)	Policy counts are based on items rather than customers. A multi-car customer would generate multiple item (policy) counts, even if all cars were insured under one policy. Lender-placed policies are excluded from policy counts because relationships are with the lenders.

Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com.

Forward-Looking Statements
This news release contains "forward-looking statements" that anticipate results based on our estimates, assumptions and plans that are subject to uncertainty. These statements are made subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements do not relate strictly to historical or current facts and may be identified by their use of words like "plans," "seeks," "expects," "will," "should," "anticipates," "estimates," "intends," "believes," "likely," "targets" and other words with similar meanings. We believe these statements are based on reasonable estimates, assumptions and plans. However, if the estimates, assumptions or plans underlying the forward-looking statements prove inaccurate or if other risks or uncertainties arise, actual results could differ materially from those communicated in these forward-looking statements. Factors that could cause actual results to differ materially from those expressed in, or implied by, the forward-looking statements may be found in our filings with the U.S. Securities and Exchange Commission, including the "Risk Factors" section in our most recent annual report on Form 10-K. Forward-looking statements are as of the date on which they are made, and we assume no obligation to update or revise any forward-looking statement.

About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices, and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online, and at the workplace. Allstate has 211 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.

View original content to download multimedia:https://www.prnewswire.com/news-releases/february-2026-monthly-release-302718725.html

SOURCE Allstate Insurance Company

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What catastrophe losses did Allstate (ALL) report for February 2026?

Estimated February 2026 catastrophe losses were $140 million (or $111 million after-tax). According to the company, January and February combined losses were $315 million (or $249 million after-tax).

How many Allstate (ALL) policies were in force at February 28, 2026?

Allstate reported 38,437 thousand total policies in force at February 28, 2026. According to the company, totals include 25,633k auto and 7,726k homeowners policies.

How did Allstate (ALL) policy counts change year-over-year by February 28, 2026?

Total policies rose 2.5% year-over-year as of February 28, 2026. According to the company, auto policies increased 3.0% while commercial lines declined 10.2%.

What does the Allstate (ALL) February 2026 catastrophe loss mean for quarterly results?

The $140 million February catastrophe loss contributes to higher near-term claims expense for the quarter. According to the company, January–February catastrophe losses totaled $315 million, affecting underwriting results.

Were Allstate's (ALL) month-to-month policy counts stable in February 2026?

Yes. Total policies were 38,437k at February 28, 2026, up 0.5% from January 31, 2026. According to the company, most product lines showed modest month-over-month increases.

February 2026 Monthly Release