Allstate (NYSE: ALL) releases Q4 and full-year 2025 results materials

Rhea-AI Filing Summary

The Allstate Corporation filed a current report to furnish its press release announcing financial results for the fourth quarter and full year of 2025. The company also furnished a fourth quarter 2025 investor supplement, both as exhibits to the report, providing more detailed financial and operating information.

Insights

Equity analyst – insurance sector

Allstate furnished its Q4 and full-year 2025 results and investor supplement via an 8-K.

The Allstate Corporation used this report to provide public access to its fourth quarter and full year 2025 financial results. The actual numbers and operating metrics are contained in a press release and an investor supplement, which are attached as exhibits.

The disclosure is characterized as "furnished and not filed" under Form 8-K rules. This is a common approach for earnings materials and mainly affects how the information is treated under certain liability provisions, without changing the substance of the results themselves.

For a complete view of performance, attention would typically focus on the detailed data in the press release and the fourth quarter 2025 investor supplement referenced here, including profitability, underwriting trends, and capital metrics for the period covered.

0000899051falseCommon Stock, par value $.01 per shareALLNYSECommon Stock, par value $.01 per shareALLCHX00008990512026-02-042026-02-040000899051all:SubordinatedDebenturesDue2053At5.10PercentMemberexch:XNYS2026-02-042026-02-040000899051us-gaap:SeriesHPreferredStockMemberexch:XNYS2026-02-042026-02-040000899051all:SeriesIPreferredStockMemberexch:XNYS2026-02-042026-02-040000899051all:SeriesJPreferredStockMemberexch:XNYS2026-02-042026-02-040000899051us-gaap:CommonStockMemberexch:XNYS2026-02-042026-02-040000899051us-gaap:CommonStockMemberexch:XCHI2026-02-042026-02-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15 (d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): February 4, 2026

THE ALLSTATE CORPORATION

(Exact name of registrant as specified in its charter)

Delaware

1-11840

36-3871531

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

 3100 Sanders Road, Northbrook, Illinois    60062

(Address of principal executive offices)    (Zip Code)

Registrant’s telephone number, including area code  (847) 402-2800

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbols			Name of each exchange on which registered
Common Stock, par value $0.01 per share			ALL			New York Stock Exchange NYSE Texas
5.100% Fixed-to-Floating Rate Subordinated Debentures due 2053			ALL.PR.B			New York Stock Exchange
Depositary Shares represent 1/1,000th of a share of 5.100% Noncumulative Preferred Stock, Series H			ALL PR H			New York Stock Exchange
Depositary Shares represent 1/1,000th of a share of 4.750% Noncumulative Preferred Stock, Series I			ALL PR I			New York Stock Exchange
Depositary Shares represent 1/1,000th of a share of 7.375% Noncumulative Preferred Stock, Series J			ALL PR J			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Section 2 – Financial Information

Item 2.02. Results of Operations and Financial Condition.

The Registrant’s press release dated February 4, 2026, announcing its financial results for the fourth quarter and full year of 2025, and the Registrant’s fourth quarter 2025 investor supplement are furnished as Exhibits 99.1 and 99.2, respectively, to this report. The information contained in the press release and the investor supplement are furnished and not filed pursuant to instruction B.2 of Form 8-K.

Section 9 – Financial Statements and Exhibits

Item 9.01.                             Financial Statements and Exhibits.

(d)  Exhibits

99.1                                Registrant’s Press Release dated February 4, 2026

99.2                                Fourth Quarter 2025 Investor Supplement of The Allstate Corporation

104     Cover Page Interactive Data File (formatted as inline XBRL)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			THE ALLSTATE CORPORATION
			(Registrant)
			By:			/s/ Eric K. Ferren
			Name: Eric K. Ferren
			Title: Senior Vice President, Controller and Chief Accounting Officer

Date: February 4, 2026

3

FAQ

What did The Allstate Corporation (ALL) disclose in this Form 8-K?

The Allstate Corporation furnished a press release announcing its fourth quarter and full year 2025 financial results, along with a fourth quarter 2025 investor supplement, as exhibits to the Form 8-K for investors to review detailed performance information.

Which financial periods are covered by Allstate’s latest 8-K filing?

The filing covers The Allstate Corporation’s financial results for the fourth quarter of 2025 and the full year of 2025. These results are described in a press release and an investor supplement furnished as exhibits to the report.

Where in the Allstate (ALL) 8-K are the earnings details provided?

Detailed earnings information is contained in Exhibit 99.1, Allstate’s press release dated February 4, 2026, and Exhibit 99.2, the fourth quarter 2025 investor supplement, both of which are furnished with the Form 8-K for investor review.

How does Allstate classify the press release and supplement in this 8-K?

Allstate states that the press release and investor supplement are "furnished and not filed" under instruction B.2 of Form 8-K. This affects legal treatment of the information without changing the underlying financial results presented to investors.

Which Form 8-K item does Allstate use to present its 2025 results?

Allstate presents its fourth quarter and full year 2025 financial results under Item 2.02, Results of Operations and Financial Condition, indicating the information relates specifically to operating performance and financial position for that period.

What exhibits are attached to Allstate’s February 4, 2026 Form 8-K?

The 8-K includes three exhibits: 99.1, Allstate’s press release dated February 4, 2026; 99.2, the fourth quarter 2025 investor supplement; and 104, the cover page interactive data file formatted as inline XBRL for electronic reporting purposes.