Allison Transmission Holdings, Inc. $ALSN Shares Sold by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer & Co. cut its Allison Transmission stake by 81.7% in the third quarter, selling 28,490 shares and retaining 6,384 shares valued at about $723,000.
• Allison reported quarterly EPS of $2.90 versus $2.32 expected and revenue of $1.53 billion, up 121.4% year over year; management raised its 2026 revenue outlook to $6.0 billion–$6.1 billion.
• Despite the strong results, margins declined partly because the acquired off-highway business is less profitable. Analysts’ views are mixed, with some raising price targets while maintaining cautious ratings.

Oppenheimer & Co. Inc. trimmed its stake in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN - Free Report) by 81.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,384 shares of the auto parts company's stock after selling 28,490 shares during the period. Oppenheimer & Co. Inc.'s holdings in Allison Transmission were worth $723,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of ALSN. BlackRock Inc. purchased a new stake in Allison Transmission in the 2nd quarter worth approximately $448,232,000. First Trust Advisors LP grew its stake in shares of Allison Transmission by 85.2% during the 1st quarter. First Trust Advisors LP now owns 2,026,603 shares of the auto parts company's stock worth $237,234,000 after purchasing an additional 932,201 shares during the period. Wasatch Advisors LP increased its holdings in shares of Allison Transmission by 105.7% during the 2nd quarter. Wasatch Advisors LP now owns 1,510,496 shares of the auto parts company's stock valued at $170,293,000 after purchasing an additional 776,169 shares in the last quarter. Stockbridge Partners LLC purchased a new position in shares of Allison Transmission during the 2nd quarter valued at approximately $169,108,000. Finally, Bank of America Corp DE increased its holdings in shares of Allison Transmission by 12.3% during the 1st quarter. Bank of America Corp DE now owns 1,100,162 shares of the auto parts company's stock valued at $128,785,000 after purchasing an additional 120,335 shares in the last quarter. 96.90% of the stock is currently owned by hedge funds and other institutional investors.

Allison Transmission News Summary

Here are the key news stories impacting Allison Transmission this week:

• Positive Sentiment: Allison beat third-quarter earnings and revenue estimates, with revenue up sharply year over year, partly reflecting the Dana acquisition. Management also raised its 2026 revenue outlook to $6.0 billion–$6.1 billion, above the roughly $5.9 billion consensus—an important reason for investor optimism. Allison Transmission raised full-year 2026 guidance
• Positive Sentiment: Citigroup raised its price target from $135 to $140 and reiterated a Buy rating. Morgan Stanley also lifted its target, from $132 to $139, though it kept an Equal Weight rating. Citigroup recommendations Morgan Stanley recommendations
• Positive Sentiment: Management expects more than $120 million in synergies in 2027 and cited potential support from volume, cost, and defense trends. A separate valuation analysis argued the shares may be undervalued, though that is an estimate rather than a company forecast. Allison Transmission Q3 review Allison Transmission valuation analysis
• Neutral Sentiment: Analyst views remain mixed: Citigroup is bullish, while Morgan Stanley’s Equal Weight stance signals a more cautious view despite its higher target. Analyst views on Allison Transmission
• Negative Sentiment: Despite the earnings beat, margins declined as the acquired off-highway business carries lower profitability. Investors may look for evidence that planned synergies and other improvements can offset this pressure. Allison Transmission Q3 review

Insider Buying and Selling at Allison Transmission

In related news, insider Eric C. Scroggins sold 1,050 shares of the company's stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $125.00, for a total value of $131,250.00. Following the completion of the sale, the insider owned 16,604 shares of the company's stock, valued at approximately $2,075,500. This represents a 5.95% 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, CEO David S. Graziosi sold 26,708 shares of the firm's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $132.97, for a total transaction of $3,551,362.76. Following the sale, the chief executive officer owned 304,843 shares of the company's stock, valued at approximately $40,534,973.71. The trade was a 8.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.10% of the stock is owned by insiders.

Allison Transmission Stock Performance

ALSN opened at $121.05 on Thursday. The firm's fifty day simple moving average is $116.91 and its two-hundred day simple moving average is $118.41. Allison Transmission Holdings, Inc. has a 52-week low of $78.19 and a 52-week high of $137.62. The company has a market cap of $10.00 billion, a price-to-earnings ratio of 17.39, a PEG ratio of 0.63 and a beta of 1.06. The company has a quick ratio of 1.17, a current ratio of 1.77 and a debt-to-equity ratio of 1.92.

Allison Transmission (NYSE:ALSN - Get Free Report) last released its earnings results on Monday, November 2nd. The auto parts company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.32 by $0.58. Allison Transmission had a return on equity of 42.33% and a net margin of 11.12%. The business had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.47 billion. During the same quarter last year, the business posted $1.63 earnings per share. The business's quarterly revenue was up 121.4% compared to the same quarter last year. Equities analysts anticipate that Allison Transmission Holdings, Inc. will post 10.25 earnings per share for the current fiscal year.

Allison Transmission Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 31st. Stockholders of record on Friday, August 21st were issued a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, August 21st. Allison Transmission's payout ratio is currently 16.67%.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on ALSN shares. Weiss Ratings raised shares of Allison Transmission from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, August 11th. Wells Fargo & Company cut their price objective on shares of Allison Transmission from $137.00 to $120.00 and set an "equal weight" rating for the company in a report on Thursday, October 8th. JPMorgan Chase & Co. decreased their price objective on shares of Allison Transmission from $145.00 to $142.00 and set a "neutral" rating for the company in a research report on Thursday, October 8th. Morgan Stanley increased their target price on shares of Allison Transmission from $132.00 to $139.00 and gave the stock an "equal weight" rating in a research note on Wednesday. Finally, Zacks Research upgraded Allison Transmission from a "hold" rating to a "strong-buy" rating in a research report on Monday, October 5th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $133.57.

Allison Transmission Company Profile

Allison Transmission, Inc designs and manufactures propulsion solutions for commercial, defense and off-highway vehicles. The company is best known for its fully automatic transmissions, which are used in applications including refuse collection, construction, distribution, emergency services, public transportation and mining.

Its product portfolio also includes electric and hybrid-electric propulsion systems, including the eGen Power electric axle and other electrification technologies.

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