Allison TransmissionALSN
About: Allison Transmission is the largest manufacturer of fully automatic transmissions for commercial vehicles. The company's automatic transmissions allow customers to achieve better fuel and operator efficiency than less expensive manual and automated manual transmissions. Allison serves several end markets, including on- and off-highway equipment and military vehicles. Its on-highway business has about 60% global market share. The company's transmissions can be found in Class 4-8 trucks, buses, and a limited number of large passenger vehicles (heavy-duty pickup trucks and motor homes). Allison also produces electric hybrid propulsion systems and is developing e-powertrains.
Employees: 4,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
91% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $1.64M
80% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 51
43% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 155
6% more funds holding
Funds holding: 501 [Q1] → 529 (+28) [Q2]
3.95% more ownership
Funds ownership: 95.81% [Q1] → 99.75% (+3.95%) [Q2]
2% more capital invested
Capital invested by funds: $7.84B [Q1] → $7.98B (+$144M) [Q2]
56% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 4 (-5) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Raymond James Tim Thein | 19%upside $105 | Outperform Maintained | 21 Jul 2025 |
Citigroup Kyle Menges | 13%upside $100 | Neutral Maintained | 24 Jun 2025 |
B of A Securities Sherif El-Sabbahy | 11%downside $79 | Underperform Maintained | 16 Jun 2025 |
Goldman Sachs Jerry Revich | 2%upside $90 | Sell Maintained | 27 May 2025 |
Financial journalist opinion
Based on 12 articles about ALSN published over the past 30 days
