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 7,202 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
52% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 67
52% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $11.3M
26% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 199
3% more funds holding
Funds holding: 651 [Q4 2024] → 670 (+19) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
0.04% less ownership
Funds ownership: 94.66% [Q4 2024] → 94.62% (-0.04%) [Q1 2025]
1% less capital invested
Capital invested by funds: $10.7B [Q4 2024] → $10.6B (-$109M) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$128
11%
downside
Avg. target
$139
3%
downside
High target
$150
5%
upside
2 analyst ratings
0 positive
0%
1 neutral
50%
1 negative
50%
Baird Timothy Wojs | 5%upside $150 | Neutral Maintained | 25 Apr 2025 |
Barclays Julian Mitchell | 11%downside $128 | Underweight Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 14 articles about ALLE published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Why Allegion (ALLE) is a Top Momentum Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Zacks Investment Research
1 day ago
4 Security & Safety Stocks to Consider on Promising Industry Trends
The Zacks Security and Safety Services industry gains from growing awareness of safety and security among people. ALLE, MSA, LIF and ALRM are some notable stocks in the industry.
Neutral
The Motley Fool
4 days ago
3 Dividend Stocks to Buy Now That Are Crushing the S&P 500 in 2025
The S&P 500 has rocketed higher in recent weeks but is still down year to date at the time of this writing. Trade tensions have eased somewhat, but there remains a great deal of macroeconomic uncertainty -- not to mention the ongoing "stroke of the pen risk," which refers to the dangers that companies can face from sudden changes in national policy.
Neutral
Zacks Investment Research
6 days ago
Allegion Exhibits Strong Prospects Despite Persisting Headwinds
ALLE is set to benefit from strength across its segments. However, increasing expenses remain a concern.
Positive
Seeking Alpha
2 weeks ago
Top 50 High-Quality Dividend Stocks For May 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. Despite a market sell-off, my investable universe outperformed SPY and SCHD year-to-date, with a loss of -1.83% compared to -5.49% and -4.64%. This month, 17 stocks had valuation rating changes; 10 were upgrades, including Jack Henry & Associates, West Pharma, and EOG Resources, all with strong expected returns.
Neutral
Seeking Alpha
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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.
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