Allegion plc

(New York Stock Exchange)

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

21
Somewhat Bullish +35

Allegion stock steadies after Q2 2026 earnings beat

AI-generated analysis

Allegion plc reported second-quarter fiscal 2026 results that exceeded analyst expectations, with revenue reaching USD 1.15 billion and adjusted earnings per share (EPS) of USD 2.40 against a consensus estimate near USD 2.22. The company posted a profit of approximately USD 184.6 million, representing year-on-year...

Bullish Signals

  • Beat Q2 fiscal 2026 EPS expectations with USD 2.40 vs consensus near USD 2.22.
  • Achieved year-on-year profit growth, increasing earnings from roughly USD 175 million to about USD 184.6 million.
22
Somewhat Bearish -45

Why Allegion (ALLE) Stock Is Down Today

AI-generated analysis

Allegion (NYSE: ALLE) shares fell 7.1% following the release of first-quarter 2026 financial results that missed Wall Street profit estimates. The security hardware provider reported adjusted earnings per share of $1.80, down from a consensus expectation of $1.90 and lower than the $1.86 recorded in...

Bullish Signals

  • Revenue grew 9.7% YoY to $1.03B.
  • Five-year holders saw investment value stay flat.

Bearish Signals

  • EPS of $1.80 missed $1.90 consensus.
  • Margins fell from 20.9% to 18.9%.
  • Weak organic revenue growth at 2.6%.
  • 2026 guidance of $8.70-$8.90 disappointed.
23
Slightly Bullish +25

Assetmark Inc. Increases Holdings in Allegion PLC $ALLE

AI-generated analysis

Assetmark Inc. increased its holdings in Allegion PLC (NYSE: ALLE) by 19.0% during the first quarter, purchasing an additional 22,101 shares to own a total of 138,267 shares valued at $20,089,000. This move aligns with significant accumulation from other major institutional investors, including Norges Bank,...

Bullish Signals

  • Norges Bank, Panagora, IFM, Franklin, Millennium show strong confidence.
  • Assetmark holdings increased 19.0% in Q1.
  • $500 million share buyback authorized by board.

Bearish Signals

  • Wells Fargo cut target to $155; Morgan Stanley to $142.
  • SVP Robert C. Martens sold holdings, dropping stake by 31.78%.
24
Slightly Bullish +25

Goodman Advisory Group LLC Makes New Investment in Allegion PLC $ALLE - MarketBeat

AI-generated analysis

Goodman Advisory Group LLC established a new position in Allegion PLC (NYSE: ALLE) during the first quarter, purchasing 15,935 shares valued at approximately $2.3 million according to SEC Form 13F filings. This institutional activity is part of a broader landscape where other investors like Pinnacle...

Bullish Signals

  • Goodman Advisory Group invested $2.3 million in the company.
  • Revenue grew 9.7% year-over-year to $1.03 billion.
  • Board authorized a $500 million share buyback program.
  • Debt-to-equity ratio is 0.97 with a current ratio of 1.91.
  • Quarterly dividend of $0.55 offers a 1.6% yield.
  • Longbow Research upgraded stock to 'buy' with $165 target.
  • Return on equity stands at 35.41%.

Bearish Signals

  • EPS missed estimates by $0.08 at $1.80.
  • JPMorgan cut target to $150 with neutral rating.
  • Bank of America lowered target to $157.
  • Morgan Stanley reduced target to $142.
  • SVP sold 3,993 shares for $547,640.
25
Somewhat Bullish +35

Here's Why You Should Hold Allegion Stock in Your Portfolio Now - Zacks Investment Research

AI-generated analysis

Allegion (ALLE) is expected to see total revenues increase by 6-8% in 2026, driven by higher adoption of electronic security products like wireless and smart locks. Organic sales are projected to grow 2-4% year over year as the company strengthens its core mechanical portfolio through...

Bullish Signals

  • Projected 2026 revenue growth of 6-8%.
  • Organic sales growth of 2-4%.
  • Electronic security adoption drives durable expansion.
  • Strategic acquisitions expand market presence.
  • Dividend payout increased 8.7% year-over-year.
  • Share repurchases of $40.6 million in Q1.
  • Stock gained 1.8%, outperforming industry.

Bearish Signals

  • International organic revenue fell 5.3% in Q1.
  • Cost of sales rose 11.5% year over year.
  • Selling expenses increased 14.6% year over year.
  • Operating expenses as % of revenue up 110 bps.