Allstate Corporation ALL

A $500 million Allstate CLO became the first to cap AI-related collateral at 15%, with PGIM anchoring the deal and pushing for the safeguard.

Meta's Muse AI rattled financial stocks, and an insurance marketplace just blocked it. Here's what that means for Allstate and its strong earnings.

Allstate has had a strong three year run punctuated by a recent pullback, which puts fresh focus on whether the current share price still lines up with what its earnings can justify. After a rapid climb and a sharp setback in a short span, the question for investors is how much of the insurer's earnings power is already reflected in today's valuation. Over the past three years the stock has returned 117.2%, which raises the question of how much future earnings strength the market may already...

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here. The letter highlighted its continued focus on owning high-quality businesses purchased at attractive valuations and held through periods of market volatility, emphasizing the role of patience and long-term compounding in wealth creation. The […]

The Allstate Corporation (NYSE:ALL) is one of the largest personal property and casualty insurers in the U.S. Shares fell 5.5% to $229.50 on September 22, 2026, and it now sits about 17% below its high of $277.22. The sell-off followed the company’s disclosure of $748 million in catastrophe losses for August, driven largely by severe […]

When Treasury yields sit near five-year highs, property and casualty insurers collect a quiet windfall that most income investors overlook entirely. Four dividend-raising giants are turning that structural tailwind into something much more durable than a rate-cycle trade.

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

Muse’s growing popularity has led Wall Street to worry that agentic AI adoption poses a risk for companies that rely on consumers who pay for their products or services out of habit.

Most retirees overlook insurance stocks entirely, but a select group of insurers collect a paycheck twice before writing a single dividend check. Here is why that double engine makes all the difference for income durability.

A number of stocks fell in the afternoon session after investors continued to mark down the group on the earnings risk from an active severe-weather season. The latest hard number came last week, when Allstate said in its August monthly release that estimated pre-tax catastrophe losses were $748 million, driven by 21 weather events, with roughly half tied to a single wind and hail storm. Combined July and August catastrophe losses reached $1.43 billion pre-tax, the company said. That disclosure

Shares of major banks, insurers and online travel agencies slid on Tuesday as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.

Their humorous commercials have propelled a handful of car insurance companies to the top of their industry, but they rank among the lowest in customer satisfaction.

Most income investors screening Progressive see a yield figure and assume it reflects what they will actually collect. The reality is far stranger, and far more consequential for anyone buying shares today.