HighTower Advisors LLC Sells 9,174 Shares of Allegion PLC $ALLE

HighTower Advisors LLC reduced its stake in Allegion PLC (NYSE:ALLE) by 3.7% during the third quarter, HoldingsChannel.com reports. The fund owned 235,696 shares of the scientific and technical instruments company’s stock after selling 9,174 shares during the quarter. HighTower Advisors LLC’s holdings in Allegion were worth $41,801,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Westside Investment Management Inc. grew its position in shares of Allegion by 100.0% during the third quarter. Westside Investment Management Inc. now owns 140 shares of the scientific and technical instruments company’s stock valued at $25,000 after purchasing an additional 70 shares in the last quarter. First Horizon Corp bought a new position in Allegion during the third quarter valued at approximately $26,000. Hantz Financial Services Inc. grew its holdings in Allegion by 120.9% during the 3rd quarter. Hantz Financial Services Inc. now owns 148 shares of the scientific and technical instruments company’s stock valued at $26,000 after buying an additional 81 shares in the last quarter. Atlantic Union Bankshares Corp bought a new stake in Allegion in the 3rd quarter worth approximately $29,000. Finally, CYBER HORNET ETFs LLC purchased a new stake in shares of Allegion during the 2nd quarter worth approximately $33,000. Institutional investors own 92.21% of the company’s stock.

Key Allegion News

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Revenue growth and margin expansion — Allegion delivered ~9% year-over-year revenue growth for Q4 and reported margin expansion, supporting management’s message of healthy underlying demand and profit leverage. Allegion’s Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Positive Sentiment: Product & channel initiatives — Schlage/NterNow integration and new Schlage product launches (Pin & Tumbler Aspect Collection) expand software-enabled and premium hardware offerings that support recurring and higher-margin revenue opportunities. Schlage and NterNow Showcase Scalable Software Solutions
• Positive Sentiment: Strong cash generation and capital deployment — Management highlighted accretive capital deployment and cash generation in its earnings release, which supports buyback/dividend capacity and balance-sheet health. Allegion Reports Q4, Full-Year 2025 Financial Results
• Neutral Sentiment: FY2026 guidance roughly in line with consensus — Allegion set EPS guidance of $8.70–8.90 (consensus ~8.83) and revenue guidance of ~$4.3–4.4B; guidance is not materially above expectations, leaving room for investor scrutiny on execution. Allegion Reports Q4, Full-Year 2025 Financial Results
• Neutral Sentiment: Earnings materials available — The company posted the earnings press release, slide deck and call transcript for investors to review management detail on margins, end-market trends and buyback/capital plans. Allegion Earnings Materials & Transcript
• Negative Sentiment: EPS miss vs. estimates — Q4 EPS came in at $1.94 versus the consensus ~$2.01, a headline miss that pressured sentiment despite revenue growth. Why Allegion stock is trading lower today
• Negative Sentiment: Weak residential demand flagged — Several reports noted softer residential/end-consumer demand in the quarter, a key watch area since residential weakness can reduce near-term growth and margin upside. Lockmaker Allegion misses quarterly profit estimates

Allegion Trading Down 9.3%

ALLE stock opened at $162.74 on Wednesday. Allegion PLC has a twelve month low of $116.57 and a twelve month high of $183.11. The stock has a market capitalization of $14.00 billion, a price-to-earnings ratio of 22.02, a price-to-earnings-growth ratio of 3.28 and a beta of 1.03. The company has a quick ratio of 1.11, a current ratio of 1.77 and a debt-to-equity ratio of 1.06. The firm’s fifty day simple moving average is $165.44 and its two-hundred day simple moving average is $168.21.

Allegion (NYSE:ALLE) last released its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.01 by ($0.07). The firm had revenue of $1.03 billion during the quarter, compared to the consensus estimate of $1.04 billion. Allegion had a return on equity of 40.83% and a net margin of 16.09%.Allegion’s revenue was up 9.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.86 EPS. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS. As a group, analysts anticipate that Allegion PLC will post 7.77 earnings per share for the current year.

Allegion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be issued a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, March 13th. This is an increase from Allegion’s previous quarterly dividend of $0.51. Allegion’s dividend payout ratio (DPR) is presently 27.60%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on ALLE. Wells Fargo & Company reissued a “positive” rating on shares of Allegion in a report on Tuesday, December 16th. Weiss Ratings reissued a “buy (b)” rating on shares of Allegion in a research note on Wednesday, January 21st. Robert W. Baird boosted their target price on shares of Allegion from $175.00 to $190.00 and gave the stock a “neutral” rating in a report on Tuesday, October 21st. Finally, Barclays lowered their price target on shares of Allegion from $187.00 to $180.00 and set an “equal weight” rating for the company in a report on Wednesday, January 7th. Three equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $174.25.

Allegion Profile

Allegion plc (NYSE: ALLE) is a global provider of security products and solutions focused on ensuring the safety and security of people and property. The company was formed in December 2013 through a corporate spin-off from Ingersoll Rand and is head­quartered in Dublin, Ireland. Allegion’s core mission is to deliver innovative mechanical and electronic access control systems for a wide range of end markets, including commercial buildings, residential properties, institutional facilities, and industrial sites.

The company’s product portfolio spans mechanical locksets, door closers, exit devices, key systems and cylinders, as well as a growing suite of electronic and smart access control offerings.