Price Target Downgrade: Recent discussions on social media about Allegion have centered around a notable downgrade in the stock’s price target by a major financial institution, dropping from $185 to $175. Many users expressed concern over this adjustment, questioning whether it signals broader challenges for the company or the industrial sector. The tone of the conversation leans cautious, with some debating the impact on future performance.
Sector Outperformance: On a brighter note, there’s buzz about Allegion outperforming the broader industrial sector over the past year, with a 28% year-to-date rally sparking interest. Some social media users are optimistic, highlighting the company’s strength in security solutions as a growth driver. However, others remain skeptical, wondering if the recent gains leave room for further upside.
Note: This discussion summary was generated from an AI condensation of post data.
Allegion Insider Trading Activity
Allegion insiders have traded $ALLE stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ALLE stock by insiders over the last 6 months:
- TIMOTHY P ECKERSLEY (SVP - Allegion International) has made 0 purchases and 2 sales selling 10,810 shares for an estimated $1,781,069.
- TRACY L KEMP (SVP-Chief Info. & Digital Ofr) has made 0 purchases and 2 sales selling 3,849 shares for an estimated $634,785.
- LAUREN B PETERS purchased 1,600 shares for an estimated $264,705
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Allegion Revenue
Allegion had revenues of $1.1B in Q3 2025. This is an increase of 10.66% from the same period in the prior year.
You can track ALLE financials on Quiver Quantitative's ALLE stock page.
Allegion Congressional Stock Trading
Members of Congress have traded $ALLE stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ALLE stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Allegion Hedge Fund Activity
We have seen 406 institutional investors add shares of Allegion stock to their portfolio, and 352 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAN ECK ASSOCIATES CORP removed 1,337,703 shares (-45.8%) from their portfolio in Q3 2025, for an estimated $237,241,627
- BLACKROCK, INC. removed 1,154,700 shares (-13.5%) from their portfolio in Q3 2025, for an estimated $204,786,045
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 481,913 shares (+66.1%) to their portfolio in Q3 2025, for an estimated $85,467,270
- MANUFACTURERS LIFE INSURANCE COMPANY, THE added 367,468 shares (+606.0%) to their portfolio in Q3 2025, for an estimated $65,170,449
- AXA S.A. removed 367,364 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $65,152,005
- FMR LLC removed 320,910 shares (-56.8%) from their portfolio in Q3 2025, for an estimated $56,913,388
- HAWK RIDGE CAPITAL MANAGEMENT LP removed 315,240 shares (-37.6%) from their portfolio in Q3 2025, for an estimated $55,907,814
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Allegion Analyst Ratings
Wall Street analysts have issued reports on $ALLE in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 09/16/2025
- JP Morgan issued a "Overweight" rating on 06/24/2025
To track analyst ratings and price targets for Allegion, check out Quiver Quantitative's $ALLE forecast page.
Allegion Price Targets
Multiple analysts have issued price targets for $ALLE recently. We have seen 8 analysts offer price targets for $ALLE in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- Joseph O'Dea from Wells Fargo set a target price of $175.0 on 12/16/2025
- Julian Mitchell from Barclays set a target price of $187.0 on 10/24/2025
- Timothy Wojs from Baird set a target price of $190.0 on 10/21/2025
- Joe Ritchie from Goldman Sachs set a target price of $198.0 on 09/16/2025
- Andrew Obin from B of A Securities set a target price of $175.0 on 07/29/2025
- Brett Linzey from Mizuho set a target price of $155.0 on 07/25/2025
- Christopher Snyder from Morgan Stanley set a target price of $151.0 on 07/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
