AllegionALLE
ALLE
About: Allegion is a global security products company with a portfolio of leading brands such as Schlage, Von Duprin, and LCN. The Ireland-domiciled company was created via a spinoff transaction from Ingersoll-Rand in December 2013. In fiscal 2024, Allegion generated over 75% of sales in the United States. The company primarily competes with Sweden-based Assa Abloy, Switzerland-based Dormakaba, and US-based Fortune Brands Innovations.
Employees: 14,400
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
216% more call options, than puts
Call options by funds: $7.81M | Put options by funds: $2.47M
93% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 56
51% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 168
8% more funds holding
Funds holding: 603 [Q3] → 649 (+46) [Q4]
1.69% more ownership
Funds ownership: 92.97% [Q3] → 94.65% (+1.69%) [Q4]
8% less capital invested
Capital invested by funds: $11.7B [Q3] → $10.7B (-$948M) [Q4]
40% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$128
8%
downside
Avg. target
$138
1%
downside
High target
$150
8%
upside
4 analyst ratings
0 positive
0%
3 neutral
75%
1 negative
25%
Baird Timothy Wojs 32% 1-year accuracy 12 / 37 met price target | 8%upside $150 | Neutral Maintained | 25 Apr 2025 |
Barclays Julian Mitchell 36% 1-year accuracy 46 / 128 met price target | 8%downside $128 | Underweight Maintained | 25 Apr 2025 |
Morgan Stanley Joshua Pokrzywinski 0% 1-year accuracy 0 / 2 met price target | 0%downside $139 | Equal-Weight Maintained | 19 Feb 2025 |
Wells Fargo Joseph O'Dea 40% 1-year accuracy 14 / 35 met price target | 3%downside $135 | Equal-Weight Maintained | 19 Feb 2025 |
Financial journalist opinion
Based on 16 articles about ALLE published over the past 30 days
Neutral
Seeking Alpha
1 day ago
Allegion: Solid Foundation, But Moderate Growth And Rising Uncertainty Signal Caution
Allegion's Q1 2025 topline grew 5.4% YoY, driven by strong performance in the Americas segment, despite international segment headwinds. The company's core Americas segment continues to show healthy demand, supporting overall topline growth and offsetting international weaknesses. Strategic acquisitions and continued focus on product innovation are expected to bolster long-term growth.
Positive
Benzinga
5 days ago
These Analysts Increase Their Forecasts On Allegion After Upbeat Results
Allegion plc ALLE reported better-than-expected results for the first quarter on Friday.
Neutral
Seeking Alpha
6 days ago
Allegion plc (ALLE) Q1 2025 Earnings Call Transcript
Allegion plc (NYSE:ALLE ) Q1 2025 Earnings Conference Call April 23, 2025 8:00 AM ET Company Participants Josh Pokrzywinski - Vice President of Investor Relations John Stone - President & Chief Executive Officer Mike Wagnes - Senior Vice President & Chief Financial Officer Conference Call Participants Joe Ritchie - Goldman Sachs Timothy Wojs - Baird Jeffrey Sprague - Vertical Research Partners Joe O'Dea - Wells Fargo Securities Brett Linzey - Mizuho Securities Julian Mitchell - Barclays Christopher Snyder - Morgan Stanley Andrew Obin - Bank of America Operator Good morning and welcome to the Allegion First Quarter 2025 Earnings Call. All participants will be in listen-only mode.
Positive
The Motley Fool
6 days ago
Here's Why This Door Technology Company's Stock Surged Today
Locks and access door company Allegion (ALLE 9.60%) stock had risen by 10.3% at 11 a.m. ET. The move comes after its first-quarter earnings report was released this morning.
Positive
Zacks Investment Research
6 days ago
Allegion's Q1 Earnings & Revenues Surpass Estimates, Increase Y/Y
ALLE's first-quarter revenues increase 5.4% year over year, driven by solid momentum in the non-residential business in the Americas region.
Positive
Zacks Investment Research
6 days ago
Allegion (ALLE) Q1 Earnings and Revenues Top Estimates
Allegion (ALLE) came out with quarterly earnings of $1.86 per share, beating the Zacks Consensus Estimate of $1.68 per share. This compares to earnings of $1.55 per share a year ago.
Neutral
Business Wire
6 days ago
Allegion (NYSE: ALLE) Reports Q1-2025 Financial Results
DUBLIN--(BUSINESS WIRE)--Allegion plc (NYSE: ALLE), a leading global security products and solutions provider, today reported financial results for its first quarter (ended March 31, 2025). “Allegion is off to a strong start in 2025. I'm proud of our team's execution as we remained agile in a very dynamic environment. I'm especially pleased with the results delivered by our Americas non-residential business, which demonstrate the resiliency of our business model, our broad end market exposure a.
Positive
Zacks Investment Research
1 week ago
Allegion Gears Up to Post Q1 Earnings: Here's What to Expect
ALLE's first-quarter results are expected to benefit from strength in the Americas and International units along with acquisitions. High costs are likely to affect its results.
Neutral
Zacks Investment Research
1 week ago
Ahead of Allegion (ALLE) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Evaluate the expected performance of Allegion (ALLE) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Neutral
Business Wire
2 weeks ago
Allegion Schedules Conference Call, Webcast to Announce 2025 First-Quarter Results
DUBLIN--(BUSINESS WIRE)--Allegion plc (NYSE: ALLE), a leading global security products and solutions provider, will release its 2025 first-quarter financial results on Thursday, April 24, before the market opens. Later that morning, John H. Stone, president and CEO, and Mike Wagnes, senior vice president and chief financial officer, will conduct a conference call for analysts and investors, beginning at 8 a.m. ET, to review the company's results. A real-time, listen-only webcast of the conferen.
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