Allegion (NYSE:ALLE) Issues FY 2026 Earnings Guidance

Allegion (NYSE:ALLE) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 8.700-8.900 for the period, compared to the consensus earnings per share estimate of 8.830. The company issued revenue guidance of $4.3 billion-$4.4 billion, compared to the consensus revenue estimate of $4.3 billion.

Analyst Upgrades and Downgrades

ALLE has been the subject of a number of recent analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Allegion in a research report on Wednesday, January 21st. Robert W. Baird raised their price target on Allegion from $175.00 to $190.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 21st. Barclays cut their price objective on Allegion from $187.00 to $180.00 and set an “equal weight” rating on the stock in a report on Wednesday, January 7th. Finally, Wells Fargo & Company reaffirmed a “positive” rating on shares of Allegion in a research report on Tuesday, December 16th. Three investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $174.25.

Allegion Price Performance

ALLE stock opened at $162.74 on Wednesday. The business has a 50 day moving average price of $165.44 and a 200 day moving average price of $168.21. 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 stock has a market cap of $14.00 billion, a price-to-earnings ratio of 22.02, a PEG ratio of 3.28 and a beta of 1.03. Allegion has a fifty-two week low of $116.57 and a fifty-two week high of $183.11.

Allegion (NYSE:ALLE) last released its quarterly earnings data on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 earnings per share for the quarter, missing analysts’ consensus estimates of $2.01 by ($0.07). Allegion had a return on equity of 40.83% and a net margin of 16.09%.The company had revenue of $1.03 billion for the quarter, compared to analyst estimates of $1.04 billion. During the same period in the previous year, the business posted $1.86 EPS. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS. Equities research analysts anticipate that Allegion will post 7.77 earnings per share for the current fiscal 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 paid a $0.55 dividend. This is a boost from Allegion’s previous quarterly dividend of $0.51. This represents a $2.20 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, March 13th. Allegion’s payout ratio is currently 27.60%.

Key Allegion News

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Company laid out FY‑2026 EPS guidance of $8.70–$8.90 and reiterated focus on accelerating electronics growth and M&A to expand recurring‑revenue and higher‑margin products — this frames a multi‑year growth strategy that could support valuation if execution continues. Allegion outlines 2026 EPS guidance
• Positive Sentiment: Q4 revenue rose ~9% year‑over‑year with margin expansion and strong cash generation; management highlighted accretive capital deployment — these fundamentals partially offset the EPS miss and support medium‑term earnings visibility. Allegion Reports Q4, Full-Year 2025 Financial Results
• Positive Sentiment: Product and channel initiatives — Schlage’s new Aspect Collection and integration with NterNow for self‑guided home tours — expand product relevance in residential and builder channels, which could help stabilize demand over time. Schlage’s Pin & Tumbler Studio Reveals the Aspect Collection
• Neutral Sentiment: Allegion remains a steady Russell 1000 constituent with distribution patterns unchanged — a passive index weighting note that has limited immediate price impact but supports liquidity and institutional ownership. Allegion Update Shows Steady Distributions Within Russell 1000
• Negative Sentiment: Q4 EPS of $1.94 missed consensus of $2.01 and revenue of $1.03B was slightly below estimates — the miss prompted downward pressure as investors weigh near‑term margin and demand sensitivity (weak residential demand was flagged). Allegion’s Q4 Earnings Miss Estimates
• Negative Sentiment: Company disclosed a new Cyber Security risk — management says Allegion faces increasingly sophisticated threats that could harm operations, data and financial performance; this elevated disclosure can increase perceived operational risk and valuation discount. Allegion Faces Rising Cybersecurity Risks
• Negative Sentiment: Coverage notes the stock underperformed peers and is trading lower on the combination of the EPS miss, cautious guidance and execution concerns — momentum and relative performance pressure can exacerbate near‑term downside. Allegion stock underperforms competitors

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in ALLE. Caitong International Asset Management Co. Ltd purchased a new position in Allegion during the 3rd quarter worth $36,000. CYBER HORNET ETFs LLC acquired a new position in shares of Allegion during the second quarter worth about $33,000. MUFG Securities EMEA plc purchased a new position in Allegion during the second quarter worth about $37,000. Quarry LP acquired a new stake in Allegion in the third quarter valued at about $64,000. Finally, Transamerica Financial Advisors LLC lifted its position in Allegion by 53,300.0% in the second quarter. Transamerica Financial Advisors LLC now owns 534 shares of the scientific and technical instruments company’s stock valued at $77,000 after purchasing an additional 533 shares during the period. Hedge funds and other institutional investors own 92.21% of the company’s stock.

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.