Swiss National Bank Sells 13,600 Shares of Allegion PLC $ALLE

Swiss National Bank cut its stake in shares of Allegion PLC (NYSE:ALLE) by 5.2% during the third quarter, HoldingsChannel reports. The firm owned 248,000 shares of the scientific and technical instruments company’s stock after selling 13,600 shares during the quarter. Swiss National Bank’s holdings in Allegion were worth $43,983,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Schroder Investment Management Group increased its position in shares of Allegion by 3.2% during the 3rd quarter. Schroder Investment Management Group now owns 315,693 shares of the scientific and technical instruments company’s stock valued at $55,259,000 after purchasing an additional 9,762 shares during the last quarter. Private Advisor Group LLC bought a new stake in Allegion in the third quarter worth $417,000. Diversify Advisory Services LLC boosted its stake in Allegion by 2.7% during the third quarter. Diversify Advisory Services LLC now owns 2,308 shares of the scientific and technical instruments company’s stock worth $380,000 after buying an additional 60 shares during the period. Vinva Investment Management Ltd purchased a new position in Allegion during the third quarter worth $328,000. Finally, United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund increased its position in Allegion by 17.0% during the third quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 6,200 shares of the scientific and technical instruments company’s stock valued at $1,100,000 after acquiring an additional 900 shares during the last quarter. 92.21% of the stock is owned by institutional investors.

Allegion Stock Performance

ALLE stock opened at $145.77 on Friday. Allegion PLC has a twelve month low of $116.57 and a twelve month high of $183.11. The firm has a market cap of $12.56 billion, a price-to-earnings ratio of 19.59, a PEG ratio of 3.17 and a beta of 1.03. The business’s fifty day simple moving average is $163.80 and its two-hundred day simple moving average is $166.89. The company has a quick ratio of 1.16, a current ratio of 1.84 and a debt-to-equity ratio of 0.96.

Allegion (NYSE:ALLE) last issued its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 earnings per share (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 net margin of 15.83% and a return on equity of 38.06%. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.86 earnings per share. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS. Analysts predict that Allegion PLC will post 7.77 earnings per share for the current year.

Allegion Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be given a $0.55 dividend. This is a positive change from Allegion’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.20 annualized dividend and a yield of 1.5%. Allegion’s dividend payout ratio is presently 27.42%.

Allegion News Roundup

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Director Sue Main bought 2,000 shares (~$149.61 each), a direct insider purchase that can be interpreted as management confidence in the business. SEC Form 4
• Positive Sentiment: Zacks Research issued a series of upward revisions to Allegion’s medium- to long‑term outlook (multiple quarter raises and FY2026, FY2027 and FY2028 increases — FY2026 to ~$8.71, FY2027 to ~$9.00, FY2028 to ~$9.95). These lifts suggest analysts see stronger underlying earnings power beyond the near term.
• Positive Sentiment: Allegion’s CFO will present at the 2026 J.P. Morgan Industrials Conference (Mar 18), giving management a forum to outline strategy and interact with institutional investors. Allegion to Attend 2026 J.P. Morgan Industrials Conference
• Positive Sentiment: Allegion was featured in a Forbes piece highlighting companies growing dividends, which may attract income-focused investors. 2 Stocks Using Market Chaos To Grow Their Dividends
• Negative Sentiment: Zacks trimmed some near-term estimates — notably Q4 2026 EPS to $2.19 (from $2.23) and reduced Q1 2026 — indicating modest near-term pressure on results that can weigh on sentiment.
• Negative Sentiment: MSN ran a negative-themed piece (“3 reasons to sell ALLE…”) which can amplify short-term selling pressure from retail investors. 3 reasons to sell ALLE and 1 stock to buy instead

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ALLE. JPMorgan Chase & Co. reduced their target price on shares of Allegion from $190.00 to $180.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 18th. Barclays cut their price target on shares of Allegion from $180.00 to $176.00 and set an “equal weight” rating on the stock in a report on Monday, February 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of Allegion in a research report on Wednesday, January 21st. Finally, Wells Fargo & Company reissued a “positive” rating on shares of Allegion in a research note on Tuesday, December 16th. Three investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $175.00.

Insider Transactions at Allegion

In other Allegion news, Director Steven Mizell sold 1,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $161.51, for a total value of $161,510.00. Following the transaction, the director directly owned 4,915 shares in the company, valued at $793,821.65. This represents a 16.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Sue Main bought 2,000 shares of Allegion stock in a transaction dated Wednesday, March 11th. The shares were bought at an average cost of $149.61 per share, for a total transaction of $299,220.00. Following the completion of the transaction, the director owned 2,000 shares of the company’s stock, valued at approximately $299,220. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.23% of the stock is owned by corporate insiders.

Allegion Company 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.