Allison Transmission
ALSN
Market cap $8.33B

98.82 USD

-2.87

2.82%

At close Jun 13, 4:00 PM EDT

After hours

98.82

+0.00

0.00%

1 day

-2.82%

5 days

-4.47%

1 month

-5.87%

3 months

5.61%

6 months

-15.18%

Year to date

-8.22%

1 year

33.09%

5 years

163.66%

10 years

226.79%

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

Consumer Discretionary Auto Parts

0

Funds holding %

of 7,296 funds

0

Analysts bullish %

of 6 analysts

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

1.41% less ownership

Funds ownership: 96.77% [Q4 2024] → 95.37% (-1.41%) [Q1 2025]

7% less funds holding

Funds holding: 536 [Q4 2024] → 499 (-37) [Q1 2025]

14% less capital invested

Capital invested by funds: $9.06B [Q4 2024] → $7.8B (-$1.26B) [Q1 2025]

31% less funds holding in top 10

Funds holding in top 10: 13 [Q4 2024] → 9 (-4) [Q1 2025]

31% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 87

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$90

9%

downside

Avg. target

$99

0%

upside

High target

$110

11%

upside

6 analyst ratings

1 positive

17%

4 neutral

67%

1 negative

17%

Goldman Sachs Jerry Revich	9%downside $90	Sell Maintained	27 May 2025
Morgan Stanley Angel Castillo	1%upside $100	Equal-Weight Maintained	6 May 2025
Baird Luke Junk	1%upside $100	Neutral Maintained	15 Apr 2025
Raymond James Tim Thein	11%upside $110	Outperform Maintained	14 Apr 2025
JP Morgan Tami Zakaria	1%downside $98	Neutral Maintained	11 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 10 articles about ALSN published over the past 30 days

Zacks Investment Research

ALSN to Acquire Dana's Off-Highway Unit, Realize $120M in Synergies

Allison to acquire Dana's Off-Highway unit for $2.7B, aiming to expand core tech and boost commercial-duty solutions.

ALSN to Acquire Dana's Off-Highway Unit, Realize $120M in Synergies

Dana sells off-highway business to Allison Transmission for $2.7 billion

Auto components maker Dana on Wednesday announced that it has reached a definitive agreement to sell its off-highway business to Allison Transmission for $2.7 billion.

Dana sells off-highway business to Allison Transmission for $2.7 billion

Dana Incorporated Announces Agreement to Sell Off-Highway Business for $2.7 Billion; $1 Billion Capital Return Authorization

Price represents 7x the expected 2025 adjusted EBITDA of the Off-Highway business Strengthens balance sheet through substantial debt reduction Positions Dana with a streamlined go-to-market approach dedicated to on-highway light- and commercial-vehicle customers Announcing a new $1 billion capital return authorization through 2027 with $550 million of capital return to shareholders at or before closing of the Off-Highway business sale MAUMEE, Ohio , June 11, 2025 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) today announced that it has reached a definitive agreement to sell its Off-Highway business to Allison Transmission Holdings, Inc. (NYSE: ALSN; "Allison") for $2.7 billion. This represents 7x the expected 2025 adjusted EBITDA of the Off-Highway business.

Dana Incorporated Announces Agreement to Sell Off-Highway Business for $2.7 Billion; $1 Billion Capital Return Authorization

Allison Transmission Announces Acquisition of Dana's Off-Highway Business, Strengthening its Global Powertrain Capabilities

INDIANAPOLIS , June 11, 2025 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN) today announced it has entered into a definitive agreement to acquire the Off-Highway business of Dana Incorporated, a leading provider of drivetrain and propulsion solutions, for approximately $2.7 billion. This acquisition aligns with Allison's strategic priorities to expand its emerging markets footprint, enhance core technologies and deliver strong financial results.

Allison Transmission Announces Acquisition of Dana's Off-Highway Business, Strengthening its Global Powertrain Capabilities

Allison Transmission: Heavy-Duty Profits And Low Expectations

I first made Allison Transmission (ALSN) a Long Idea in June 2020 and most recently reiterated my thesis in August 2024.

Allison Transmission: Heavy-Duty Profits And Low Expectations

Zacks Investment Research

3 Auto Equipment Stocks Holding Strong Amid Soft Industry Outlook

Although the Zacks Auto Equipment industry is unfavorably ranked currently, stocks like ALSN, STRT and LAZR are worth considering now.

3 Auto Equipment Stocks Holding Strong Amid Soft Industry Outlook

Zacks Investment Research

Why Allison Transmission (ALSN) is a Top Momentum Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why Allison Transmission (ALSN) is a Top Momentum Stock for the Long-Term

Allison Transmission: An Industrial Leader With Fortitude, But Valuation Calls For Patience

Allison Transmission: An Industrial Leader With Fortitude, But Valuation Calls For Patience

Allison Transmission: An Industrial Leader With Fortitude, But Valuation Calls For Patience

Allison Transmission: Expecting High Single-Digit Growth This Year

Allison Transmission continues its multi-year earnings growth streak, driven by productivity gains, share buybacks, and organic growth drivers across global markets. The company is largely insulated from tariffs, boasts strong institutional ownership, and is expanding in electrification and new international markets. The stock remains modestly undervalued to fairly valued, with a one-year price target of $111.69, reflecting ongoing earnings momentum and operational efficiency.

Allison Transmission: Expecting High Single-Digit Growth This Year

Allison Transmission 3000 Series™ Now Available with CNG-Powered Mack Granite

A Sustainable and Efficient Solution for Waste Management Applications INDIANAPOLIS , May 20, 2025 /PRNewswire/ -- Allison Transmission, a world leader in commercial vehicle transmissions, is excited to announce that its 3000 Series™ automatic transmission is now available in the CNG-powered Mack Granite® for waste management customers. This latest release follows the successful launch of the Allison 4500 Rugged Duty Series™ transmission with the Mack Granite CNG in 2023.

Allison Transmission 3000 Series™ Now Available with CNG-Powered Mack Granite

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