Research Analysts Offer Predictions for Allegion Q1 Earnings

Key Points

• Zacks Research trimmed its Q1 2026 EPS estimate for Allegion to $1.89 (from $1.92) but raised its medium‑term outlook, projecting FY2026 at $8.71, FY2027 at $9.00 and FY2028 at $9.95.
• Allegion recently missed the quarter with $1.94 EPS versus a $2.01 consensus and $1.03B revenue (vs. $1.04B), and it set FY2026 guidance of $8.70–$8.90 EPS.
• The company boosted its quarterly dividend to $0.55 (from $0.51), annualized $2.20 with a 1.5% yield, while the street consensus rates the stock as Hold with an average price target of $175 versus the current ~ $147.56 share price.

Allegion PLC (NYSE:ALLE - Free Report) - Investment analysts at Zacks Research cut their Q1 2026 earnings estimates for shares of Allegion in a report issued on Tuesday, March 10th. Zacks Research analyst Team now expects that the scientific and technical instruments company will post earnings per share of $1.89 for the quarter, down from their prior forecast of $1.92. The consensus estimate for Allegion's current full-year earnings is $7.77 per share. Zacks Research also issued estimates for Allegion's Q2 2026 earnings at $2.22 EPS, Q3 2026 earnings at $2.40 EPS, FY2026 earnings at $8.71 EPS, Q1 2027 earnings at $1.98 EPS, Q2 2027 earnings at $2.29 EPS, Q3 2027 earnings at $2.44 EPS, Q4 2027 earnings at $2.28 EPS, FY2027 earnings at $9.00 EPS and FY2028 earnings at $9.95 EPS.

A number of other analysts also recently issued reports on ALLE. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Allegion in a report on Wednesday, January 21st. Barclays dropped their price target on Allegion from $180.00 to $176.00 and set an "equal weight" rating on the stock in a research note on Monday, February 23rd. Wells Fargo & Company reaffirmed a "positive" rating on shares of Allegion in a report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Allegion from $190.00 to $180.00 and set an "overweight" rating on the stock in a research report on Wednesday, February 18th. Three equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $175.00.

Allegion Stock Performance

NYSE:ALLE opened at $147.56 on Wednesday. The company has a fifty day simple moving average of $164.33 and a two-hundred day simple moving average of $167.18. The company has a quick ratio of 1.16, a current ratio of 1.84 and a debt-to-equity ratio of 0.96. The company has a market cap of $12.71 billion, a price-to-earnings ratio of 19.83, a price-to-earnings-growth ratio of 3.25 and a beta of 1.03. Allegion 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 data on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 EPS for the quarter, missing the consensus estimate of $2.01 by ($0.07). The company had revenue of $1.03 billion during the quarter, compared to analyst estimates of $1.04 billion. Allegion had a return on equity of 38.06% and a net margin of 15.83%.The business's revenue was up 9.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.86 earnings per share. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS.

Allegion Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a $0.55 dividend. This is an increase from Allegion's previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.20 annualized dividend and a dividend yield of 1.5%. Allegion's dividend payout ratio is 27.42%.

Insider Activity

In related news, Director Steven Mizell sold 1,000 shares of the company's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $161.51, for a total transaction of $161,510.00. Following the completion of the sale, the director directly owned 4,915 shares of the company's stock, valued at approximately $793,821.65. This represents a 16.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.23% of the company's stock.

Institutional Trading of Allegion

Several hedge funds and other institutional investors have recently bought and sold shares of ALLE. Oregon Public Employees Retirement Fund raised its stake in Allegion by 0.6% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 9,817 shares of the scientific and technical instruments company's stock worth $1,563,000 after acquiring an additional 59 shares during the period. MassMutual Private Wealth & Trust FSB increased its stake in shares of Allegion by 16.5% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 424 shares of the scientific and technical instruments company's stock valued at $75,000 after acquiring an additional 60 shares during the period. Diversify Advisory Services LLC boosted its stake in Allegion by 2.7% during the third quarter. Diversify Advisory Services LLC now owns 2,308 shares of the scientific and technical instruments company's stock valued at $380,000 after buying an additional 60 shares in the last quarter. HM Payson & Co. boosted its holdings in Allegion by 2.4% during the third quarter. HM Payson & Co. now owns 2,644 shares of the scientific and technical instruments company's stock worth $469,000 after buying an additional 63 shares in the last quarter. Finally, D.A. Davidson & CO. grew its holdings in shares of Allegion by 4.1% in the 4th quarter. D.A. Davidson & CO. now owns 1,612 shares of the scientific and technical instruments company's stock worth $257,000 after acquiring an additional 63 shares during the last quarter. 92.21% of the stock is owned by institutional investors.

Trending Headlines about Allegion

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Zacks raised its FY2027 EPS view to $9.00 (from $8.83) and published a FY2028 EPS outlook of $9.95, signaling stronger medium‑term profit expectations. Article Title
• Positive Sentiment: Zacks bumped FY2026 slightly to $8.71 (from $8.70) and raised several quarterly estimates across 2026–2027 — examples include Q2 2026 to $2.22 (from $2.17), Q3 2026 to $2.40 (from $2.38), Q1 2027 to $1.98 (from $1.95), Q2 2027 to $2.29 (from $2.19) and Q3 2027 to $2.44 (from $2.43). These upward tweaks suggest the analyst model sees improving revenue/margin trends into 2027.
• Neutral Sentiment: Street consensus cited in the reports remains near $7.77 for the current full year; Zacks’ higher multi‑year view indicates divergence between this shop’s constructive outlook and the broader consensus, which may take time to influence aggregate estimates.
• Negative Sentiment: Zacks trimmed its Q1 2026 EPS estimate to $1.89 (from $1.92), a modest near‑term downgrade that could temper expectations for the next reported quarter.

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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