Allegion plc (ALLE) Stock Price & Analysis
Allegion plc (ALLE) closed at USD 176.52 on Thursday, October 22, 2026, up 11.02% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 159; the Oct 22, 2026 session ranged USD 167.62–176.9 on volume of 2,097,511 shares. Market capitalization is $15.01B, with a 52-week range of USD 125–183.11 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 08:35 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ALLE.md
Latest Earnings Results (ALLE)
Allegion plc (ALLE) reported Q3 2026 results on Oct 22, 2026, 6:03:30 AM ET: adjusted EPS $2.60 vs. estimate $2.50 (beat), revenue $1.17B vs. estimate $1.14B (beat). Guidance: The company is raising its full-year 2026 revenue, organic growth, and adjusted EPS outlook. Source: SEC 8-K filing. Nexqual published it 75 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $2.60 (adjusted (non-GAAP) diluted) | $1.17B | Oct 22, 2026, 6:03:30 AM ET · on Nexqual +75 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (ALLE)
- Last four reported quarters (through Sep 30, 2026): revenue $4.39B, net income $691M (15.7% margin), free cash flow $740M (SEC filings).
- Valuation: P/E 21.7x (avg 20.4x at the last 3 fiscal year-ends), EV/EBITDA 15.4x, net debt $1.64B.
- Insider open-market sales, last ~7 months: 6 Form 4 filings, $2.4M; 4 not under a Rule 10b5-1 plan ($1.8M); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $27K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.36 on a 1–5 scale) (11 analysts), mean target USD 182 (range 160–202).
- Total return with dividends: 1Y +4.3% vs S&P 500 +14.9%; 5Y +41.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-22, EPS estimate USD 2.31, revenue estimate $1.13B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ALLE)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.87B | $3.27B | $3.65B | $3.77B | $4.07B | $4.39B |
| Gross profit | $1.20B | $1.32B | $1.58B | $1.67B | $1.84B | — |
| Operating income | $530M | $586M | $708M | $781M | $860M | $944M |
| Net income | $483M | $458M | $540M | $598M | $644M | $691M |
| EPS (diluted) | $5.34 | $5.19 | $6.12 | $6.82 | $7.44 | — |
| Free cash flow | $443M | $396M | $516M | $583M | $686M | $740M |
| Gross margin | 42.0% | 40.4% | 43.3% | 44.2% | 45.2% | — |
| Operating margin | 18.5% | 17.9% | 19.4% | 20.7% | 21.1% | 21.5% |
| Net margin | 16.8% | 14.0% | 14.8% | 15.8% | 15.8% | 15.7% |
| Revenue growth | +5.4% | +14.1% | +11.6% | +3.3% | +7.8% | — |
| Cash + short-term investments | $398M | $288M | $468M | $504M | $356M | — |
| Total debt | $1.44B | $2.09B | $2.02B | $2.00B | $1.98B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Sep 30, 2026) (ALLE)
P/E 21.7x · P/S 3.4x · EV/EBITDA 15.4x · EV/Sales 3.8x · P/FCF 20.3x · P/B 6.9x · FCF yield 4.93% · Earnings yield 4.60% · Dividend yield (paid, TTM) 1.23% · Buyback yield (TTM) 1.87% · Net debt $1.64B · EV $16.7B
P/E at fiscal year-ends: Dec 2025 21.4x, Dec 2024 19.2x, Dec 2023 20.7x.
Insider sales (SEC Form 4, open-market, last ~7 months) (ALLE)
2 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-18 | Ilardi David S. | President-Amer & SVP-Allegion | 549 | $88K | 3.8% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-06 | Wenos Vincent | SVP - Chief Technology Officer | 1,000 | $168K | 7.6% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-27 | Eckersley Timothy P | President-Intl & SVP-Allegion | 6,417 | $1.0M | 17.7% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-23 | Wagnes Michael J. | SVP and CFO | 3,184 | $481K | 9.2% | Yes (adopted September 12, 2025) | Too little history (no open-market trades in 2023–2025) |
| 2026-07-23 | Musial Nickolas A. | VP, Controller & CAO | 687 | $106K | 9.2% | Yes (adopted March 11, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-07 | Martens Robert C. | SVP-Chief Innovation & Design | 3,993 | $548K | 31.8% | No | Too little history (no open-market trades in 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (ALLE)
1 purchase, $27K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-28 | Mizell Steven | Director | 170 | $27K | 158.28 | Too little history (no open-market trades in 2023 or 2025) |
Analysts (ALLE)
Consensus Buy (mean 2.36 on a 1–5 scale), 11 analysts; mean target USD 182 (low 160, high 202).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-10 | Morgan Stanley | Target raised | Equal-Weight | $142 → $160 |
| 2026-07-24 | JP Morgan | Target raised | Neutral | $150 → $170 |
| 2026-07-24 | B of A Securities | Target raised | Neutral | $150 → $164 |
| 2026-07-24 | Baird | Target raised | Neutral | $165 → $170 |
Total return (dividends reinvested) (ALLE)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +4.3% | +41.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +4.3% | +7.2% |
| Volatility (annualized) | 29.7% | 26.8% |
| Max drawdown | -29.8% (Feb 2026→May 2026) | -32.7% (Nov 2021→Sep 2022) |
ALLE revenue by business segment (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Allegion Americas | $942.4M | 80.4% | +11.7% |
| Allegion International | $230.2M | 19.6% | +1.8% |
| Total revenue | $1.17B | 100% | — |
ALLE revenue by product line (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Products | $896.2M | 76.4% | +11.2% |
| Services and software | $46.2M | 3.9% | +22.2% |
| Total revenue | $1.17B | 100% | — |
ALLE revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. | $3.05B | 75.0% | +6.7% |
| Non Us | $1.02B | 25.0% | +11.4% |
| Total revenue | $4.07B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ALLE company outlook (results filed Oct 22, 2026)
- “Stone said. "With steady momentum in our demand generation engine and a proven, resilient business model, we are raising our full-year 2026 revenue and adjusted EPS outlook." Q3 2026 Company Results (All comparisons are year-over-year, unless otherwise noted) Allegion reported third-quarter 2026 net revenues of $1,172.6 million and net earnings of $220.9 million, or $2.59 per share.”
Quoted word-for-word from the SEC 8-K results press release.
ALLE analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $2.31 | $2.26 | +2.4% | $1.13B | 3 |
| Next quarter (ends Mar 2027) | $2.16 | $2.10 | +2.9% | $1.09B | 7 |
| Current fiscal year (ends Dec 2026) | $9.11 | $8.94 | +2.0% | $4.48B | 5 |
| Next fiscal year (ends Dec 2027) | $9.95 | $9.72 | +2.4% | $4.68B | 11 |
ALLE options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 26.5% | ±6.0% |
| Dec 18, 2026 | 56 | 25.5% | ±8.1% |
| Mar 19, 2027 | 147 | 28.3% | ±14.3% |
| Jun 17, 2027 | 237 | 28.3% | ±18.1% |
30-day implied volatility 27.3% vs 36.6% realized over the last 30 trading days. Put/call ratio (volume) 0.09. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:35 UTC)
| Price | USD 176.52 |
|---|---|
| Change | ▲ 11.02% (up) |
| Previous Close | USD 159 |
| Open | USD 170 |
| Day Range | USD 167.62 – 176.9 |
| 52-Week Range | USD 125 – 183.11 |
| Volume | 2,097,511 shares |
| Market Cap | $15.01B |
| Exchange | NYQ |
Technical Analysis (ALLE)
Nexqual's technical model rates ALLE "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 08:35 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 77.9 (overbought) |
| vs SMA50 | Above (USD 156.18) |
| MACD | 2.2 (positive) |
Analyst Ratings (ALLE)
Wall Street analysts rate ALLE "Buy" based on 11 analysts, with a mean price target of USD 182 (range USD 160–202), per Nexqual as of October 23, 2026 at 08:35 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 182 |
| High Target | USD 202 |
| Low Target | USD 160 |
| Buy / Hold / Sell | 6 / 5 / 0 |
Earnings (ALLE)
| Next Earnings Date | 2026-10-22 |
|---|---|
| EPS Estimate | USD 2.31 |
| Revenue Estimate | $1.13B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 2.6 vs est 2.51 ▲ beat |
| 2026-06-30 | USD 2.4 vs est 2.22 ▲ beat |
| 2026-03-31 | USD 1.8 vs est 1.9 ▼ miss |
| 2025-12-31 | USD 1.94 vs est 1.98 ▼ miss |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
Financials & Fundamentals (ALLE)
| Total Revenue | $4.29B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +12.70% |
| Gross Margin | +44.80% |
| Operating Margin | +22.10% |
| Profit Margin | +15.36% |
| ROE | +33.73% |
| Debt / Equity | 1.05 |
| Current Ratio | 1.93 |
| Total Cash | $320.60M |
| Total Debt | $2.22B |
| Free Cash Flow (last four quarters to Sep 2026, SEC 10-Q / 10-K) | $739.90M (16.9% of revenue) |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
Financial Health Score (ALLE)
Nexqual rates Allegion plc's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 08:35 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 45%, operating 22% (last 12 months) |
| Balance Sheet | Mixed — $388M cash and investments vs $2.03B debt (Sep 2026, SEC) |
| Cash Flow | Strong — FCF $740M (last 4 quarters to Sep 2026, SEC), 17% margin |
| Efficiency | Strong — ROE 34%, ROA 11.0% |
Ownership (ALLE)
| Insider Ownership | +0.23% |
|---|---|
| Institutional Ownership | +103.62% |
| Shares Outstanding | 85.04M |
| Float | 84.57M |
| Short % of Float | +3.15% |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
Leadership (ALLE)
Allegion plc is led by John H. Stone, President, CEO & Director, per Nexqual as of October 23, 2026 at 08:35 UTC.
| President, CEO & Director | John H. Stone |
|---|---|
| Senior VP & CFO | Michael J. Wagnes |
| SVP & President of International | Timothy P. Eckersley |
| Senior VP & President of Allegion Americas | David S. Ilardi |
| Vice President, Controller, Chief Accounting Officer & Treasurer | Nickolas A. Musial |
Major Backers & Investors (ALLE)
Notable institutional backers of Allegion plc include Boston Partners, Kayne Anderson Rudnick Investment Management LLC, Invesco, according to Nexqual as of October 23, 2026 at 08:35 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Boston Partners | 5.46% |
| Kayne Anderson Rudnick Investment Management LLC | 3.99% |
| Invesco | 2.7% |
| Massachusetts Financial Services Co. | 2.61% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | 2% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 12.43% |
| BlackRock | 8% |
| State Street | 5.11% |
| Geode Capital | 3.41% |
| Deutsche Bank AG | 2.08% |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
From Allegion plc's Latest SEC 10-K Filing (filed 2026-02-17)
Key Strengths & Strategy (as disclosed to the SEC)
- We offer an extensive and versatile portfolio of security and access control products and solutions across a range of market-leading brands.
- We offer the following extensive and versatile portfolio of security and access control products and solutions across a range of market-leading brands: •Door controls, door control systems, and exit devices: An extensive portfolio of life-safety products and solutions generally installed on fire doors and facility entrances and exits.
- We have built upon these founding legacies since our entry into the security products market through the acquisition of Schlage, Von Duprin and LCN.
- We have built a network of channel partners that help our customers choose the right solution to meet their security needs and help commercial and institutional end-users fulfill and install orders.
Legal & Regulatory Risks (Item 1A, quoted)
- Our brands are important assets of our businesses, and violation of our trademark rights by imitators could negatively impact revenues and brand reputation.
- We are currently, and may in the future become, involved in legal proceedings, claims and disputes incidental to the operation of our business in the ordinary course.
- We may be subject to claims of infringement of intellectual property rights by third parties.
- Our reputation, ability to do business and results of operations could be impaired by improper conduct by any of our employees, agents or business partners.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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| BCO | Brinks Company (The) | USD 111.22 | ▲ 2.29% |
| BRC | Brady Corporation | USD 82.65 | ▲ 0.38% |
| GEO | Geo Group Inc (The) REIT | USD 26.94 | ▼ 2.53% |
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:35 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt