Insider Buying: Allegion (NYSE:ALLE) Director Purchases 2,000 Shares of Stock

Key Points

• Allegion director Sue Main bought 2,000 shares on March 11 at an average price of $149.61, totaling about $299,220 and leaving her with 2,000 shares owned.
• Allegion missed Q4 consensus with EPS of $1.94 (vs. $2.01) and $1.03B in revenue, set FY2026 guidance of 8.70–8.90 EPS, and raised its quarterly dividend to $0.55 (annualized $2.20, ~1.5% yield; ex-dividend March 13).
• The Street’s consensus is a Hold with a $175 target (3 Buys, 7 Holds), and the stock traded down to $145.77, below its 50‑ and 200‑day moving averages.

Allegion PLC (NYSE:ALLE - Get Free Report) Director Sue Main acquired 2,000 shares of the business's stock in a transaction on Wednesday, March 11th. The shares were purchased 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 in the company, valued at approximately $299,220. This represents a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Allegion Stock Down 0.6%

ALLE stock traded down $0.87 during midday trading on Thursday, hitting $145.77. The stock had a trading volume of 691,606 shares, compared to its average volume of 925,109. The business has a 50-day moving average of $164.07 and a two-hundred day moving average of $167.04. The firm has a market cap of $12.56 billion, a price-to-earnings ratio of 19.59, a price-to-earnings-growth ratio of 3.19 and a beta of 1.03. The company has a debt-to-equity ratio of 0.96, a current ratio of 1.84 and a quick ratio of 1.16. Allegion PLC has a 52-week low of $116.57 and a 52-week high of $183.11.

Allegion (NYSE:ALLE - Get Free Report) last issued its quarterly earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.01 by ($0.07). The business had revenue of $1.03 billion during the quarter, compared to the consensus estimate of $1.04 billion. Allegion had a return on equity of 38.06% and a net margin of 15.83%.The firm's revenue was up 9.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.86 earnings per share. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS. As a group, equities research analysts forecast that Allegion PLC will post 7.77 earnings per share for the current fiscal year.

Allegion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a dividend of $0.55 per share. The ex-dividend date is Friday, March 13th. This is a boost from Allegion's previous quarterly dividend of $0.51. This represents a $2.20 annualized dividend and a dividend yield of 1.5%. Allegion's dividend payout ratio is 27.42%.

Wall Street Analysts Forecast Growth

ALLE has been the subject of several recent analyst reports. Weiss Ratings restated a "buy (b)" rating on shares of Allegion in a research note on Wednesday, January 21st. Wells Fargo & Company reissued a "positive" rating on shares of Allegion in a research report on Tuesday, December 16th. JPMorgan Chase & Co. reduced their target price on shares of Allegion from $190.00 to $180.00 and set an "overweight" rating for the company in a report on Wednesday, February 18th. Finally, Barclays decreased their price target on Allegion from $180.00 to $176.00 and set an "equal weight" rating on the stock in a report on Monday, February 23rd. Three equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Allegion currently has a consensus rating of "Hold" and a consensus target price of $175.00.

Institutional Investors Weigh In On Allegion

A number of hedge funds have recently bought and sold shares of the business. Westside Investment Management Inc. increased its holdings in shares of Allegion by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 140 shares of the scientific and technical instruments company's stock worth $25,000 after buying an additional 70 shares during the last quarter. Pinnacle Bancorp Inc. lifted its position in shares of Allegion by 255.6% during the fourth quarter. Pinnacle Bancorp Inc. now owns 160 shares of the scientific and technical instruments company's stock worth $25,000 after purchasing an additional 115 shares during the last quarter. First Horizon Corp purchased a new stake in shares of Allegion during the third quarter valued at $26,000. Hantz Financial Services Inc. grew its holdings in shares of Allegion by 120.9% in the third quarter. Hantz Financial Services Inc. now owns 148 shares of the scientific and technical instruments company's stock worth $26,000 after purchasing an additional 81 shares during the last quarter. Finally, Atlantic Union Bankshares Corp bought a new position in shares of Allegion in the third quarter worth about $29,000. Hedge funds and other institutional investors own 92.21% of the company's stock.

Trending Headlines about Allegion

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Zacks Research raised multiple forward estimates (FY2026, FY2027 and FY2028 and several quarters), boosting longer‑term EPS expectations and signaling continued earnings growth potential. (Zacks research notes)
• Positive Sentiment: Allegion was highlighted as a dividend‑growing name in a Forbes roundup, which may attract income‑oriented investors looking for steady payouts and yield stability. 2 Stocks Using Market Chaos To Grow Their Dividends
• Neutral Sentiment: Management will present at the J.P. Morgan Industrials Conference on March 18 (CFO Mike Wagnes). The event is a scheduled opportunity for updated strategy/visibility; the live webcast may produce volatility around new commentary. Allegion to Attend 2026 J.P. Morgan Industrials Conference
• Negative Sentiment: Zacks trimmed near‑term EPS: Q4 2026 was cut from $2.23 to $2.19, and Q1 2026 estimates were lowered (from $1.92 to $1.89). Those downgrades can pressure the stock as investors react to softer near‑term visibility. (Zacks research notes)
• Negative Sentiment: An MSN column outlines "3 reasons to sell ALLE," a high‑visibility negative narrative that can amplify short‑term selling and retail outflows even if fundamentals remain mixed. 3 reasons to sell ALLE and 1 stock to buy instead

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.

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