Allegion (NYSE:ALLE) Stock: Insider Tracy Kemp Sells 4,469 Shares

Allegion PLC (NYSE:ALLE) SVP Tracy Kemp sold 4,469 shares of the firm’s stock in a transaction that occurred on Monday, October 26th. The stock was sold at an average price of $178.81, for a total transaction of $799,101.89. Following the sale, the senior vice president owned 11,358 shares of the company’s stock, valued at approximately $2,030,923.98. This represents a 28.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Allegion Stock Performance

Shares of ALLE opened at $180.71 on Thursday. The company has a market capitalization of $15.24 billion, a PE ratio of 22.50, a PEG ratio of 3.59 and a beta of 0.81. The company has a debt-to-equity ratio of 0.94, a quick ratio of 1.24 and a current ratio of 1.90. The company’s 50 day moving average price is $157.52 and its 200 day moving average price is $150.56. Allegion PLC has a 52 week low of $125.00 and a 52 week high of $183.11.

Allegion (NYSE:ALLE) last issued its earnings results on Thursday, October 22nd. The scientific and technical instruments company reported $2.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.50 by $0.10. Allegion had a net margin of 15.74% and a return on equity of 35.52%. The company had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.14 billion. During the same quarter last year, the business posted $2.30 EPS. The company’s revenue for the quarter was up 9.6% on a year-over-year basis. Research analysts expect that Allegion PLC will post 9.10 EPS for the current fiscal year.

Allegion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th were given a $0.55 dividend. This represents a $2.20 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, September 15th. Allegion’s dividend payout ratio is presently 27.40%.

Institutional Trading of Allegion

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. State of Wyoming boosted its holdings in Allegion by 15.8% during the third quarter. State of Wyoming now owns 5,917 shares of the scientific and technical instruments company’s stock worth $910,000 after purchasing an additional 806 shares during the last quarter. International Assets Investment Management LLC increased its stake in Allegion by 30,063.6% in the 3rd quarter. International Assets Investment Management LLC now owns 869,012 shares of the scientific and technical instruments company’s stock valued at $133,628,000 after buying an additional 866,131 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Allegion during the 3rd quarter worth about $3,675,000. Parcion Private Wealth LLC bought a new stake in Allegion during the 3rd quarter worth about $328,000. Finally, Choreo LLC boosted its stake in shares of Allegion by 23.8% during the 3rd quarter. Choreo LLC now owns 3,869 shares of the scientific and technical instruments company’s stock worth $595,000 after buying an additional 743 shares during the last quarter. Institutional investors and hedge funds own 92.21% of the company’s stock.

Key Headlines Impacting Allegion

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Allegion Ventures made its second strategic investment in Ambient.ai, an artificial-intelligence company focused on video intelligence for security applications. The investment supports Allegion’s strategy of expanding connected, intelligent access-control solutions, though the immediate financial impact was not disclosed. Allegion Ventures Makes Second Strategic Investment in Ambient.ai
• Positive Sentiment: Recent quarterly results exceeded expectations, with adjusted earnings per share of $2.60 versus the $2.50 consensus and revenue of $1.17 billion versus $1.14 billion expected. Revenue increased 9.6% year over year, while management raised its 2026 revenue-growth outlook to 9.5%–10.5% and adjusted EPS guidance to $9.05–$9.10. Americas growth of approximately 12%, supported by nonresidential construction and data-center demand, is driving optimism. Allegion Raised 2026 Forecast
• Positive Sentiment: Zacks upgraded Allegion to Rank #2 (Buy), citing stronger earnings prospects. Other coverage highlighted broker-rating upgrades and expectations for solid 2026 earnings growth, which could support continued investor interest. What Makes Allegion a New Buy Stock
• Positive Sentiment: At ISC East 2026, Allegion showcased integrated hardware, cloud-connected and mobile access-control products, reinforcing its push toward higher-value electronic security offerings. Allegion Showcases Access Control at ISC East
• Neutral Sentiment: Analyst commentary remains broadly constructive, but some investors argue that strong Americas growth and the improved outlook are already reflected in the share valuation. International markets, particularly Germany, remain weak. Allegion Solid Americas Growth
• Negative Sentiment: Two senior vice presidents sold a combined 10,833 shares worth approximately $1.94 million, reducing their holdings by 28.24% and 22.41%, respectively. The sales create a modest insider-selling signal, although the filings do not explain the transactions. SEC Insider Sale Filing

Analyst Upgrades and Downgrades

ALLE has been the subject of several research reports. Mizuho set a $180.00 price target on Allegion in a report on Friday, October 23rd. JPMorgan Chase & Co. increased their price objective on Allegion from $170.00 to $183.00 and gave the stock a “neutral” rating in a report on Friday, October 23rd. Bank of America raised shares of Allegion from a “neutral” rating to a “buy” rating and raised their price objective for the company from $164.00 to $200.00 in a research report on Friday, October 23rd. Weiss Ratings raised shares of Allegion from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Finally, The Goldman Sachs Group lifted their target price on shares of Allegion from $182.00 to $206.00 and gave the company a “buy” rating in a research note on Monday. Five investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Allegion presently has an average rating of “Moderate Buy” and a consensus target price of $179.60.

Allegion Company Profile

Allegion plc (NYSE:ALLE) is a global security products and solutions company focused on protecting people and property. Its portfolio includes mechanical and electronic locks, access control systems, door closers, exit devices, door controls, and commercial doors and frames.

The company serves commercial, institutional, industrial, and residential customers through well-known brands including Schlage, Von Duprin, LCN, Steelcraft, Briton, and aptiQ. Its offerings range from traditional hardware to connected and electronic access solutions designed for offices, schools, healthcare facilities, multifamily properties, and homes.

Allegion was established as an independent public company in 2013 following its separation from Ingersoll Rand.