Allegion (NYSE: ALLE) reported third-quarter 2026 net revenue of $1.17 billion, up 9.6% from a year earlier. Net earnings were $220.9 million, while diluted earnings per share were $2.59, compared with $2.18 in the prior-year quarter.
The company raised its 2026 outlook, forecasting reported revenue growth of 9.5% to 10.5% and reported EPS of $8.35 to $8.40.
- Organic revenue grew 7.2% in the third quarter.
- Americas revenue increased 11.7%, including 9.1% organic growth.
- International revenue rose 1.8% and declined 0.2% organically.
- Operating income was $284.6 million, up 21.7% year over year.
- Third-quarter results included $19.9 million of IEEPA tariff refunds benefiting operating income.
- Allegion repurchased about 0.8 million shares for approximately $120 million and paid $0.55 per share in quarterly dividends.
$ALLE Insider Trading Activity
$ALLE insiders have traded $ALLE stock on the open market 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ALLE stock by insiders over the last 6 months:
- TIMOTHY P ECKERSLEY (President-Intl & SVP-Allegion) sold 6,417 shares for an estimated $1,009,137
- MICHAEL J. WAGNES (SVP and CFO) has made 0 purchases and 2 sales selling 3,184 shares for an estimated $480,720.
- VINCENT WENOS (SVP - Chief Technology Officer) sold 1,000 shares for an estimated $168,250
- NICKOLAS A. MUSIAL (VP, Controller & CAO) sold 687 shares for an estimated $106,485
- DAVID S. ILARDI (President-Amer & SVP-Allegion) sold 549 shares for an estimated $88,438
- STEVEN MIZELL purchased 170 shares for an estimated $26,907
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ALLE Hedge Fund Activity
We have seen 316 institutional investors add shares of $ALLE stock to their portfolio, and 370 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LORD, ABBETT & CO. LLC removed 1,021,055 shares (-82.9%) from their portfolio in Q2 2026, for an estimated $143,448,016
- MENORA MIVTACHIM HOLDINGS LTD. added 855,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $120,118,950
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 787,261 shares (+inf%) to their portfolio in Q2 2026, for an estimated $110,602,297
- JPMORGAN CHASE & CO added 683,393 shares (+inf%) to their portfolio in Q2 2026, for an estimated $96,009,882
- FMR LLC added 657,559 shares (+96.0%) to their portfolio in Q2 2026, for an estimated $92,380,463
- SG AMERICAS SECURITIES, LLC added 653,828 shares (+inf%) to their portfolio in Q2 2026, for an estimated $91,856,295
- VONTOBEL HOLDING LTD. removed 612,173 shares (-49.8%) from their portfolio in Q3 2026, for an estimated $94,133,842
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
