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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
79% more call options, than puts
Call options by funds: $12M | Put options by funds: $6.66M
7% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 193
1.02% less ownership
Funds ownership: 96.77% [Q4 2024] → 95.75% (-1.02%) [Q1 2025]
7% less funds holding
Funds holding: 536 [Q4 2024] → 500 (-36) [Q1 2025]
14% less capital invested
Capital invested by funds: $9.06B [Q4 2024] → $7.83B (-$1.23B) [Q1 2025]
30% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 87
31% less funds holding in top 10
Funds holding in top 10: 13 [Q4 2024] → 9 (-4) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Citigroup Kyle Menges | 15%upside $100 | Neutral Maintained | 24 Jun 2025 |
B of A Securities Sherif El-Sabbahy | 9%downside $79 | Underperform Maintained | 16 Jun 2025 |
Goldman Sachs Jerry Revich | 3%upside $90 | Sell Maintained | 27 May 2025 |
Morgan Stanley Angel Castillo | 15%upside $100 | Equal-Weight Maintained | 6 May 2025 |
Financial journalist opinion
Based on 11 articles about ALSN published over the past 30 days
