Allegion PLC $ALLE Stock: Curated Wealth Partners LLC Cuts Position

Key Points

• Curated Wealth Partners cut its Allegion position by 96.4% in the third quarter, selling 63,706 shares and retaining 2,411 shares worth approximately $371,000. Institutional investors collectively own 92.21% of the company.
• Allegion’s latest quarter exceeded expectations, with EPS of $2.40 versus the $2.22 consensus and revenue up 12.7% year over year to $1.15 billion. The company maintained its fiscal 2026 EPS guidance of $8.85–$9.00.
• Analysts maintain a consensus “Hold” rating with an average price target of $162.50, while Allegion pays a quarterly dividend of $0.55, equivalent to a 1.4% annual yield.

Curated Wealth Partners LLC lessened its position in Allegion PLC (NYSE:ALLE - Free Report) by 96.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,411 shares of the scientific and technical instruments company's stock after selling 63,706 shares during the period. Curated Wealth Partners LLC's holdings in Allegion were worth $371,000 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. Continuum Advisory LLC purchased a new stake in Allegion in the 2nd quarter valued at approximately $25,000. Elevation Wealth Partners LLC increased its position in Allegion by 1,666.7% during the 2nd quarter. Elevation Wealth Partners LLC now owns 212 shares of the scientific and technical instruments company's stock worth $30,000 after purchasing an additional 200 shares during the period. J.Safra Asset Management Corp acquired a new position in Allegion during the 2nd quarter worth approximately $42,000. Ameritas Advisory Services LLC acquired a new position in Allegion during the 2nd quarter worth approximately $44,000. Finally, Blue Trust Inc. raised its stake in shares of Allegion by 105.1% during the 1st quarter. Blue Trust Inc. now owns 771 shares of the scientific and technical instruments company's stock worth $112,000 after buying an additional 395 shares in the last quarter. Hedge funds and other institutional investors own 92.21% of the company's stock.

Insiders Place Their Bets

In related news, SVP Vincent Wenos sold 1,000 shares of Allegion stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $168.25, for a total transaction of $168,250.00. Following the completion of the transaction, the senior vice president directly owned 12,096 shares of the company's stock, valued at approximately $2,035,152. The trade was a 7.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO Nickolas A. Musial sold 687 shares of the business's stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $155.00, for a total value of $106,485.00. Following the sale, the chief accounting officer owned 6,798 shares in the company, valued at approximately $1,053,690. The trade was a 9.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 11,288 shares of company stock worth $1,764,593. 0.64% of the stock is owned by insiders.

Wall Street Analyst Weigh In

ALLE has been the subject of a number of analyst reports. Evercore reissued an "outperform" rating and set a $180.00 target price on shares of Allegion in a research note on Tuesday, September 22nd. Weiss Ratings upgraded Allegion from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Thursday, October 8th. JPMorgan Chase & Co. upped their price objective on Allegion from $150.00 to $170.00 and gave the stock a "neutral" rating in a report on Friday, July 24th. Finally, Robert W. Baird set a $170.00 price objective on Allegion in a report on Friday, July 24th. Three research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $162.50.

Key Headlines Impacting Allegion

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Analysts raised multiple EPS forecasts. Zacks Research increased its estimates for Allegion’s fourth-quarter and full-year 2026 earnings, as well as 2027 and 2028 results. The firm now projects FY2026 EPS of $8.92, FY2027 EPS of $9.49 and FY2028 EPS of $10.33, modestly above its prior forecasts. The upward revisions signal slightly stronger expected profit growth. MarketBeat Allegion analyst estimates
• Positive Sentiment: Allegion is being highlighted as a momentum stock. Zacks’ Style Scores point to favorable recent price and earnings trends, which may attract quantitative and momentum-focused investors. Why Allegion is a Strong Momentum Stock
• Positive Sentiment: Recent operating performance remains supportive. Allegion’s latest reported quarter exceeded consensus estimates on both earnings and revenue, with revenue increasing 12.7% year over year. The company also maintained full-year 2026 EPS guidance of $8.85-$9.00, reinforcing expectations for continued earnings growth.
• Neutral Sentiment: Investors are focused on the upcoming quarterly report. Analysts expect earnings growth and are looking for another potential beat, but the cited articles do not provide new quarterly results or a change to company guidance. Allegion Earnings Expected to Grow
• Neutral Sentiment: Relative performance was mixed. Allegion stock rose in the latest session but underperformed some competitors, suggesting the move was positive but not sector-leading. Allegion Stock Underperforms Competitors

Allegion Stock Up 0.4%

Shares of NYSE ALLE opened at $156.39 on Friday. The company has a quick ratio of 1.23, a current ratio of 1.93 and a debt-to-equity ratio of 0.96. Allegion PLC has a 52 week low of $125.00 and a 52 week high of $183.11. The firm has a 50-day moving average price of $156.42 and a 200 day moving average price of $145.58. The stock has a market capitalization of $13.30 billion, a price-to-earnings ratio of 20.52, a price-to-earnings-growth ratio of 3.18 and a beta of 0.81.

Allegion (NYSE:ALLE - Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The scientific and technical instruments company reported $2.40 EPS for the quarter, topping analysts' consensus estimates of $2.22 by $0.18. Allegion had a net margin of 15.36% and a return on equity of 35.41%. The firm had revenue of $1.15 billion for the quarter, compared to the consensus estimate of $1.12 billion. During the same quarter in the previous year, the firm earned $2.04 earnings per share. The firm's revenue was up 12.7% on a year-over-year basis. Allegion has set its FY 2026 guidance at 8.850-9.000 EPS. Equities research analysts anticipate that Allegion PLC will post 8.94 EPS for the current fiscal year.

Allegion Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th were issued a $0.55 dividend. The ex-dividend date was Tuesday, September 15th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 1.4%. Allegion's dividend payout ratio is currently 28.87%.

Allegion Company Profile

Allegion plc is a global provider of security products and solutions for homes, businesses, schools, healthcare facilities and other institutions. The company develops and manufactures mechanical and electronic locks, access-control systems, door closers, exit devices, door hardware, and related products designed to help secure and manage entry into buildings.

Allegion's portfolio includes well-known brands such as Schlage, Von Duprin, LCN, Steelcraft, Briton and Interflex. Its offerings range from residential locks and smart-home security products to commercial access-control systems, biometric and credential-based solutions, doors and frames, and software and services that support building security and access management.

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

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