Allegion plc

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +78

Allegion shares climb 11% as Americas growth lifts earnings outlook

Earnings report Guidance raised AI-generated analysis

Allegion plc (NYSE: ALLE) reported strong third-quarter financial results, driven primarily by robust demand in its Americas non-residential security products business. The company announced a significant share price increase of approximately 11% following the earnings release, with shares closing at $176.52. This positive market reaction...

Bullish Signals

  • Shares climbed 11% to $176.52 after earnings.
  • Q3 revenue grew 9.6% YoY to $1,172.6M.
  • Organic revenue rose 7.2% excluding acquisitions.
  • Adjusted EPS increased 13.0% to $2.60.
  • Management raised full-year adjusted earnings forecast.
2
Bullish +75

Why Is Allegion Stock Gaining Friday? - TradingView

Analyst upgrade Earnings report Financial outlook AI-generated analysis

Allegion PLC (NYSE: ALLE) shares rose on Friday following a strong third-quarter earnings report that beat Wall Street expectations for both adjusted EPS and sales. The company reported adjusted EPS of $2.60 versus the $2.50 consensus estimate, with sales reaching $1.173 billion against an expectation...

Bullish Signals

  • Q3 adjusted EPS hit $2.60, beating the $2.50 estimate.
3
Bullish +65

Allegion PLC $ALLE Stock Purchased by GAMMA Investing LLC - MarketBeat

Activist investor Dividend Earnings report AI-generated analysis

Allegion PLC (NYSE: ALLE) reported strong quarterly financial results, exceeding analyst expectations for both earnings per share and revenue. The company posted $2.40 in EPS against a consensus of $2.22 and generated $1.15 billion in revenue, surpassing the expected $1.12 billion. Revenue grew 12.7% year-over-year,...

Bullish Signals

  • EPS beat at $2.40 vs $2.22 consensus.
  • Revenue hit $1.15B, up 12.7% YoY.
  • Institutional ownership strong at 92.21%.
  • Analysts raised targets to $170-$180.

Bearish Signals

  • Insiders sold $1.76M shares in 90 days.
  • Analysts rate 'Hold' with $162.50 price target.
4
Bullish +72

Allegion (NYSE:ALLE) SVP Sells 4,469 Shares of Stock

Analyst upgrade Dividend Insider transaction AI-generated analysis

Allegion PLC (NYSE: ALLE) reported strong third-quarter financial results, beating analyst expectations with earnings per share of $2.60 versus a consensus of $2.50 and revenue of $1.17 billion, up 9.6% year-over-year. The company also declared a quarterly dividend of $0.55 per share, paid on September...

Bullish Signals

  • EPS beat at $2.60 vs $2.50 consensus.
  • Revenue rose 9.6% YoY to $1.17 billion.
  • Bank of America upgraded to buy with $200 target.
  • Dividend yield stands at 1.2% with $0.55 quarterly payment.
  • Institutional ownership is high at 92.21%.
5
Bullish +72

Q2 Earnings Outperformers: Allegion (NYSE:ALLE) And The Rest Of The Electrical Systems Stocks

Earnings report AI-generated analysis

Allegion plc (NYSE:ALLE) reported exceptional Q2 results with revenues reaching $1.15 billion, representing a 12.7% year-over-year increase. This performance significantly exceeded analyst expectations by 3.1% for organic revenue and delivered a solid beat on EBITDA estimates, marking an impressive quarter for the security products provider....

Bullish Signals

  • Q2 revenue hit $1.15B, up 12.7% YoY.
  • EBITDA beat estimates, showing strong profitability.
  • Stock rose 11.3% post-earnings.

Bearish Signals

  • Next quarter's revenue guidance for the broader electrical systems sector was 0.6% below consensus estimates.
  • The electrical systems sector faces potential headwinds from interest rates that can impact projects driving demand for these products.
6
Bullish +75

Here's Why You Should Consider Investing in Allegion Stock Now

Acquisition Dividend AI-generated analysis

Allegion plc (ALLE) is experiencing sustained momentum driven by strong performance in its Allegion Americas segment, which saw organic revenues increase 9.1% year over year in the third quarter of 2026. This growth is supported by volume expansion and price realization across non-residential end markets...

Bullish Signals

  • Americas organic revenue grew 9.1% in Q3 2026.
  • Acquisitions added 2.6% to Q3 2026 revenue growth.
  • Stock gained 15.5% vs industry decline of 9.2%.
  • Dividends rose to $140.2M in first nine months 2026.
  • Share repurchases surged to $280.3M in first nine months.
7
Bullish +75

Reasons Why Allegion Stock Should Be in Your Portfolio Now - TradingView

AI-generated analysis

Allegion plc (ALLE) is highlighted as a strong portfolio candidate due to robust business strength, operational focus, accretive acquisitions, and shareholder-friendly policies. The company maintains a market capitalization of $13.2 billion and holds a Zacks Rank #2 (Buy). Its Americas segment has demonstrated stable demand...

Bullish Signals

  • Americas organic revenues grew 8.9% YoY in Q2 2026.
  • Total revenue expected to grow 7.5%-8.5% in 2026.
  • Acquisitions boosted sales by 5.1% in Q2 2026.
  • Paid $94M dividends and repurchased $160.6M shares.
  • Shares gained 20.9% in three months, outpacing industry.
8
Bullish +65

Allegion PLC $ALLE Shares Acquired by Dimensional Fund Advisors LP

AI-generated analysis

Dimensional Fund Advisors LP increased its stake in Allegion PLC (NYSE: ALLE) by 1.6% during the first quarter, purchasing an additional 13,186 shares to hold a total of 853,222 shares valued at approximately $124 million. Several other institutional investors also adjusted their positions, including Pinnacle...

Bullish Signals

  • EPS beat at $2.40 vs $2.22 consensus.
  • Revenue grew 12.7% YoY to $1.15 billion.
  • $500 million share repurchase program initiated.
  • DFA increased position by 1.6%.
  • Current ratio of 1.93 and quick ratio of 1.23.

Bearish Signals

  • SVP Robert C. Martens sold holdings, reducing ownership by 31.78%.
  • Stock trades at PEG ratio of 3.12, implying high growth expectations.
9
Bullish +75

Allegion: Stronger Demand Opens The Door To More Upside

AI-generated analysis

Allegion plc (NYSE: ALLE) reported robust second-quarter results characterized by accelerating organic growth and expanding profit margins. Following the earnings release, the company raised its full-year guidance, a move that justified an immediate post-market rally of approximately 13% in the stock price. The Americas segment...

Bullish Signals

  • Strong Q2 results justified 13% post-earnings stock rally.
  • Americas segment showed high-single-digit growth in all markets.
  • Robust 30.1% adjusted operating margin highlights efficiency.
  • Raised full-year guidance signaling future revenue confidence.
  • Durable installed base provides multi-year growth runway.
10
Bullish +55

Allegion (NYSE:ALLE) Shares Gap Up on Strong Earnings

AI-generated analysis

Allegion PLC (NYSE: ALLE) shares surged on Thursday, opening at $151.57 after a significant gap up from the previous close of $139.95, following a better-than-expected quarterly earnings report. The company reported earnings per share (EPS) of $2.40, surpassing analyst consensus estimates of $2.22 by $0.18....

Bullish Signals

  • EPS of $2.40 beat estimates by $0.18.
  • Revenue grew 12.7% YoY to $1.15 billion.
  • Return on equity reached 35.41% with 15.36% net margin.
  • $500 million share buyback plan initiated.
  • JPMorgan raised price target to $170.00.
  • Institutional investors increased positions significantly.
  • FY 2026 EPS guidance set between $8.85 and $9.00.

Bearish Signals

  • Morgan Stanley lowered price target to $142.00.
  • Barclays decreased price target from $165.00 to $161.00.
  • Weiss Ratings downgraded stock from 'hold (c+)' to 'hold (c)'.
11
Bullish +75

Allegion: Keep Calm And Lock In

AI-generated analysis

Allegion plc (ALLE) reported solid second-quarter 2026 financial results, with earnings per share of $2.40 beating analyst estimates by $0.18. Following the earnings call, shares closed higher than 10%. Revenue for the quarter reached $1.15 billion, representing an approximate 13% year-over-year increase. Growth was driven...

Bullish Signals

  • EPS beat estimates by $0.18 at $2.40.
  • Revenue grew 13% to $1.15 billion.
  • The Americas segment grew nearly 12%.
  • International segment recovery broadens growth drivers.
  • Valuation shows potential 6% undervaluation via FCF.
  • Stock rallied over 10% post-earnings.
12
Slightly Bullish +15

Panagora Asset Management Inc. Buys 410,346 Shares of Allegion PLC $ALLE - MarketBeat

AI-generated analysis

Panagora Asset Management Inc. significantly increased its stake in Allegion PLC (NYSE: ALLE) during the fourth quarter, purchasing an additional 410,346 shares to raise its total position by 191.8% to 624,297 shares valued at approximately $99.4 million. This move represents a substantial bullish signal from...

Bullish Signals

  • Panagora Asset Management increased position by 191.8%.
  • $500 million share repurchase program authorized.
  • Revenue grew 9.7% year-over-year to $1.03 billion.
  • Return on equity of 35.41% and net margin of 15.24%.
  • Evercore upgraded stock to 'strong-buy' rating.
  • Dividend yield of 1.6% with payout ratio of 30.05%.

Bearish Signals

  • EPS missed estimates by $0.08; trading at $1.80 vs $1.88 expected.
  • Major firms lowered targets: Bank of America to $157 and Morgan Stanley to $142.
  • Consensus 'Hold' rating with average price target of $160.89.
  • Price remains below 200-day moving average of $151.76.
  • SVP Robert Martens sold holdings, reducing position by over 31%.
13
Bullish +75

Allegion stock (IE00BFRT3W74): earnings backdrop and business drivers after Q1 update - AD HOC NEWS

AI-generated analysis

Allegion plc (NYSE: ALLE) reported first-quarter 2025 results on April 24, 2025, showing revenue of approximately $1.05 billion, an increase from roughly $1.03 billion in the prior-year period. Adjusted earnings per share rose to $1.55 compared to $1.45 a year earlier. The company reaffirmed its...

Bullish Signals

  • Q1 2025 revenue hit $1.05B, up from $1.03B prior year.
  • Adjusted EPS rose to $1.55 from $1.45 last year.
  • Management reaffirmed full-year 2025 revenue and EPS growth guidance.
  • Americas business drives majority revenue via healthcare, education, and office projects.
  • Operating margins expanded due to pricing and productivity initiatives.
  • Transitioning to higher prices with electronic connected solutions portfolio.
  • Capital strategy supports long-term smart building and security trends.

Bearish Signals

  • Mixed North American residential demand creates segment headwinds.
  • Revenue growth limited to low- to mid-single-digit range.
  • Margin expansion relies on price hikes to offset inflation.
  • Residential products face cyclical volatility from housing and confidence.
  • Downturns in either sector could impact overall performance.
14
Bullish +55

Allegion stock reports 12.7 percent Q2 revenue growth

Earnings report AI-generated analysis

Allegion plc reported robust second-quarter financial results, with revenue reaching $1.15 billion, representing a 12.7% year-over-year increase. The company's adjusted earnings per share (EPS) grew to $2.40, surpassing analyst consensus estimates of $2.22, while diluted GAAP EPS rose to $2.15 from the prior year's $1.85....

Bullish Signals

  • Q2 revenue hit $1.15B, up 12.7% YoY.
  • Adjusted EPS of $2.40 beat analyst estimates.
  • Americas organic revenue grew 8.9% across sectors.
  • Acquisitions added 5.1% to total sales.
  • Management guided for $8.85-$9.00 adjusted EPS in FY26.

Bearish Signals

  • International organic revenue fell 1.2% year over year.
  • European demand creates geographic imbalance in performance.
  • ERP disruption materially affects international operations.
15
Somewhat Bullish +45

Allegion stock trades at EUR 136.68 versus EUR 137.05, minus 0.27 percent

Dividend Earnings report AI-generated analysis

Allegion plc reported strong second-quarter financial results for the period ended June 30, 2026, with total revenue reaching USD 1,151.5 million, representing a 12.7% increase from the prior year. Diluted GAAP earnings per share rose 16.2% to USD 2.15, while adjusted EPS climbed 17.6% to...

Bullish Signals

  • Q2 revenue rose 12.7% to USD 1,151.5 million.
  • Diluted GAAP EPS grew 16.2% to USD 2.15.
  • Americas region drove 8.9% organic revenue growth.
  • Raised fiscal 2026 revenue guidance to 7.5%-8.5%.

Bearish Signals

  • Organic revenue growth guidance cut to 3.5%-4.5%.
16
Somewhat Bullish +30

Insider Selling: Allegion (NYSE:ALLE) SVP Sells $1,009,137.42 in Stock

AI-generated analysis

Allegion PLC (NYSE: ALLE) saw Senior Vice President Timothy Eckersley sell 6,417 shares on July 27th for a total of $1,009,137.42 at an average price of $157.26. Following the transaction, Eckersley retained 29,919 shares, representing a 17.66% reduction in his position. The sale was disclosed...

Bullish Signals

  • Q2 EPS beat consensus by $0.18 at $2.40.
  • Revenue grew 12.7% YoY to $1.15 billion.
  • ROE reached 35.41% with a 15.36% net margin.
  • $500 million stock repurchase program authorized.
  • Institutional investors increased stakes significantly.
  • Upgraded to 'buy' with $165 price target.
  • Trading above 50-day and 200-day moving averages.

Bearish Signals

  • Morgan Stanley downgraded target to $142.
  • Barclays cut target to $161.
  • Weiss Ratings lowered rating to hold (c).
  • Consensus target of $164.75 is below highs.
  • Earnings expectations exceed company guidance.
17
Slightly Bullish +25

Zacks Industry Outlook Highlights Allegion, MSA Safety, ADT and Alarm.com - Zacks Investment Research

AI-generated analysis

Zacks Equity Research highlights the security and safety services industry, noting that while persistent cost inflation and rising labor expenses are pressuring margins, solid demand driven by growing awareness of security needs augurs well for near-term prospects. The industry serves diverse end markets including manufacturing,...

Bullish Signals

  • Growing security demand augurs well for industry prospects.
  • Allegion Americas segment benefits from non-residential product demand.
  • ADT gains from strong consumer monitoring service demand.
  • MSA Safety benefits from fire detection demand growth.
  • Analyst sentiment positive with 2026 earnings estimate increase.
  • ADT shares rose 7.3% in past month.
  • MSA Safety shares appreciated 5.5% recently.
  • Alarm.com Holdings shares rose 6.7% over six months.

Bearish Signals

  • Rising costs and labor expenses pressure profit margins.
  • Debt/capital ratio of 0.60 exceeds S&P 500's 0.27.
  • Industry underperformed market, down 11.1% vs S&P 500 up 22.8%.
  • Allegion shares fell 8.8% in the past year.
  • ADT shares declined 16.4% over the past year.
18
Slightly Bullish +25

Boston Trust Walden Corp Has $82.35 Million Position in Allegion PLC ...

AI-generated analysis

Boston Trust Walden Corp increased its stake in Allegion PLC (NYSE: ALLE) by 8.1% in the first quarter, holding approximately 566,792 shares valued at $82.35 million. Several other institutional investors also adjusted their positions, with Pinnacle Bancorp Inc. boosting holdings by 255.6% and CYBER HORNET...

Bullish Signals

  • Stake increased 8.1% to $82.35 million.
  • Position boosted 255.6% in fourth quarter.
  • Upgraded to strong buy by Evercore.
  • Revenue grew 9.7% to $1.03 billion.
  • $500 million share buyback approved.
  • Current ratio of 1.91 and debt-to-equity of 0.97.

Bearish Signals

  • EPS missed by $0.08 at $1.80 vs $1.88 estimate.
  • Major banks lowered targets to $150-$157 range.
  • Consensus rating is Hold with $160.89 target price.
  • SVP sold 3,993 shares for 31.78% ownership drop.
19
Slightly Bullish +15

Allegion pays USD 0.55 per share: Allegion stock yields 1.40 percent

Dividend AI-generated analysis

Allegion plc announced a quarterly dividend payment of USD 0.55 per share, resulting in an annualized yield of approximately 1.40% based on recent trading levels. The company maintains a market capitalization of USD 13.3 billion and trades at a price-to-earnings ratio of 20.54 as of...

Bullish Signals

  • Quarterly dividend of USD 0.55 per share.
  • Annual yield stands at 1.40%.
  • P/E ratio is 20.54, lower than peers.
20
Somewhat Bullish +35

2 Reasons to Watch ALLE and 1 to Stay Cautious

Company update AI-generated analysis

Allegion plc (NYSE: ALLE) has underperformed the broader S&P 500 since April 2026, posting a 6.4% return compared to the index's 16.6% gain, with shares trading at $153.33 per share. The company operates as a provider of security products and solutions designed to protect people...

Bullish Signals

  • Operating margins averaged 19.8% over the last five years.
  • Free cash flow margin reached 15.6% for trailing 12 months.
  • Margins expanded 6.1 points as business became less capital-intensive.

Bearish Signals

  • Organic revenue growth averaged only 4.1% YoY over last two years.
  • Stock performance lagged broader market significantly since April 2026.