Allegion PLC $ALLE Shares Acquired by Aberdeen Group plc

Aberdeen Group plc lifted its position in shares of Allegion PLC (NYSE:ALLE) by 14.7% during the 3rd quarter, HoldingsChannel reports. The fund owned 86,016 shares of the scientific and technical instruments company’s stock after purchasing an additional 11,018 shares during the period. Aberdeen Group plc’s holdings in Allegion were worth $15,056,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Assetmark Inc. raised its holdings in Allegion by 22.9% in the 3rd quarter. Assetmark Inc. now owns 97,541 shares of the scientific and technical instruments company’s stock worth $17,299,000 after purchasing an additional 18,165 shares during the period. Public Sector Pension Investment Board raised its stake in shares of Allegion by 14.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 7,423 shares of the scientific and technical instruments company’s stock worth $1,316,000 after buying an additional 919 shares during the period. Illinois Municipal Retirement Fund lifted its position in shares of Allegion by 11.1% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 27,114 shares of the scientific and technical instruments company’s stock valued at $4,809,000 after buying an additional 2,700 shares in the last quarter. Caprock Group LLC acquired a new stake in Allegion in the 3rd quarter valued at $1,181,000. Finally, ING Groep NV purchased a new stake in Allegion in the 3rd quarter worth $1,968,000. Hedge funds and other institutional investors own 92.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ALLE. Wells Fargo & Company reaffirmed a “positive” rating on shares of Allegion in a report on Tuesday, December 16th. JPMorgan Chase & Co. decreased their price target on shares of Allegion from $190.00 to $180.00 and set an “overweight” rating on the stock in a research note on Wednesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Allegion in a research note on Wednesday, January 21st. Finally, Barclays reduced their target price on Allegion from $187.00 to $180.00 and set an “equal weight” rating for the company in a report on Wednesday, January 7th. Three analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, Allegion currently has a consensus rating of “Hold” and a consensus price target of $175.50.

Allegion Trading Up 0.0%

Shares of Allegion stock opened at $162.70 on Thursday. The company has a debt-to-equity ratio of 0.96, a current ratio of 1.84 and a quick ratio of 1.11. The stock’s 50 day simple moving average is $165.49 and its 200-day simple moving average is $168.17. The stock has a market cap of $14.00 billion, a P/E ratio of 21.87, a P/E/G ratio of 2.98 and a beta of 1.03. Allegion PLC has a 1-year low of $116.57 and a 1-year high of $183.11.

Allegion (NYSE:ALLE) last announced its quarterly earnings data on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 EPS for the quarter, missing analysts’ consensus estimates of $2.01 by ($0.07). The company had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $1.04 billion. Allegion had a return on equity of 38.06% and a net margin of 15.83%.The business’s quarterly revenue was up 9.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.86 EPS. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS. Analysts predict that Allegion PLC will post 7.77 EPS for the current fiscal year.

Allegion Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be given a dividend of $0.55 per share. This represents a $2.20 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from Allegion’s previous quarterly dividend of $0.51. Allegion’s dividend payout ratio is presently 27.60%.

Key Headlines Impacting Allegion

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Management set FY2026 EPS guidance of $8.70–$8.90 and emphasized electronics growth and an active M&A strategy, giving investors clearer upside drivers beyond legacy hardware. Allegion outlines 2026 EPS guidance and growth strategy
• Positive Sentiment: Revenue accelerated ~9% year-over-year with margin expansion; management highlighted strong cash generation and accretive capital deployment, which supports buybacks/dividends and valuation upside. Allegion Q4 & full-year results
• Positive Sentiment: Product/partnership news: Schlage and newly-acquired NterNow are being showcased at the International Builders’ Show, illustrating progress commercializing software/connected offerings for builders — a key part of the electronics growth story. Schlage & NterNow showcase
• Neutral Sentiment: JPMorgan lowered its price target from $190 to $180 but maintained an “overweight” rating — a modest analyst downgrade on valuation that still implies mid‑teens upside from current levels. JPMorgan cuts price target to $180
• Neutral Sentiment: Allegion remains a steady Russell 1000 constituent with distributions unchanged, a sign of index stability but limited immediate catalytic impact. Russell 1000 distribution update
• Negative Sentiment: The quarter missed EPS expectations (reported ~$1.94 vs. consensus ~$2.01), driven in part by weaker residential demand; misses can pressure short-term sentiment even if guidance offsets the pain. Q4 earnings miss coverage
• Negative Sentiment: Regulatory/risk note: Allegion disclosed elevated cybersecurity risks that could affect operations, data and financial performance — a longer‑term headwind for connected-product initiatives if not managed. Cybersecurity risk disclosure
• Negative Sentiment: Some media note Allegion underperformed peers on the day, reflecting mixed market reception and sector pressure that could weigh on near-term relative performance. Underperformance vs. peers

About Allegion

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.