Allegion plc (ALLE)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Allegion plc (ALLE) trades at $140.58 with AI Score 54/100 (Grade B). Allegion plc is a global provider of security products and solutions. Market cap: $12.08B, Sector: Industrials.
Price live · AI analysis from May 10, 2026ALLE stock analysis for 2026: Analysts have set a consensus price target of $180.00 for Allegion plc, suggesting 28.0% upside from the current price of $140.58. The AI MoonshotScore is 54/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
ALLE: 3/7 perspectives are bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →Allegion plc (ALLE) Industrial Operations Profile
Allegion plc, established in 2013, is a global leader in security products and solutions, offering a comprehensive portfolio of mechanical and electronic locks, access control systems, and door hardware. With a strong brand portfolio and extensive distribution network, Allegion serves diverse end-markets, including commercial, institutional, and residential facilities.
What Is the Investment Thesis for ALLE?
Allegion presents a notable research candidate due to its strong market position, consistent profitability, and growth potential in the security industry. With a market capitalization of $12.08B and a P/E ratio of 17.7, Allegion demonstrates financial stability. The company's solid profit margin of 15.2% and gross margin of 45.0% indicate efficient operations. Growth catalysts include increasing demand for electronic security solutions and expansion into emerging markets. However, potential risks include economic downturns and increased competition. Investors should monitor these factors to assess Allegion's long-term growth prospects.
Based on FMP financials and quantitative analysis
ALLE Key Highlights
- Market Cap of $12.08B reflects Allegion's significant presence in the security solutions market.
- P/E ratio of 17.7 indicates investor confidence in Allegion's earnings potential.
- Profit Margin of 15.2% demonstrates efficient cost management and strong pricing power.
- Gross Margin of 45.0% highlights the value-added nature of Allegion's products and services.
- Dividend Yield of 1.55% provides a steady income stream for investors.
Who Are ALLE's Competitors?
ALLE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| WSO Watsco, Inc. distributes air conditioning, heating, and refrigeration equipment, along with related parts and supplies. The company | $404.71 | -0.71% | $16.67B | 69 |
| RTO Rentokil Initial plc | $29.99 | +3.34% | $15.09B | 45 |
| TXT Textron Inc. | $92.50 | +0.62% | $16.08B | 72 |
| ITT ITT Inc. | $186.80 | -1.08% | $16.70B | 61 |
| CSL Carlisle Companies Incorporated | $366.73 | +1.63% | $14.84B | 88 |
| ASAZF ASSA ABLOY AB (publ) | $34.43 | +0.00% | $36.26B | 56 |
| BAER Bridger Aerospace Group Holdings, LLC | $1.96 | +1.55% | $112.97M | 55 |
| BRC Brady Corporation | $91.94 | +0.82% | $4.33B | 55 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ALLE's Key Strengths?
- Strong brand portfolio with established brands like Schlage and Von Duprin.
- Extensive distribution network and global reach.
- Diverse product portfolio catering to various security needs.
- Consistent profitability and strong financial performance.
What Are ALLE's Weaknesses?
- Exposure to economic cycles and fluctuations in construction activity.
- Dependence on third-party distributors and retailers.
- Potential for product liability claims and recalls.
- Vulnerable to cybersecurity threats and data breaches.
What Could Drive ALLE Stock Higher?
- Increasing demand for electronic access control systems due to heightened security concerns.
- Expansion of smart home technology and integration of security solutions with IoT devices.
- Potential acquisitions of companies with complementary technologies or products.
- Growth in emerging markets with increasing urbanization and security needs.
What Are the Key Risks for ALLE?
- Insider selling — insiders were net sellers of roughly $1.1M recently.
- Economic downturns and reduced construction spending impacting demand for security products.
- Intense competition from established players and new entrants in the security industry.
- Technological advancements rendering existing products obsolete.
- Cybersecurity threats and data breaches compromising security systems.
What Are the Growth Opportunities for ALLE?
- Expansion in Electronic Security Solutions: The increasing demand for electronic security solutions, such as access control systems and smart locks, presents a significant growth opportunity for Allegion. The global electronic security market is projected to reach $42.6 billion by 2027, growing at a CAGR of 8.9% from 2020. Allegion can capitalize on this trend by investing in research and development to enhance its electronic security offerings and expand its market share.
- Geographic Expansion in Emerging Markets: Emerging markets, such as Asia-Pacific and Latin America, offer substantial growth opportunities for Allegion. These regions are experiencing rapid urbanization and increasing security concerns, driving demand for security products and solutions. Allegion can leverage its global presence and distribution network to penetrate these markets and establish a strong foothold.
- Strategic Acquisitions and Partnerships: Allegion can pursue strategic acquisitions and partnerships to expand its product portfolio, enhance its technological capabilities, and enter new markets. By acquiring companies with complementary products or technologies, Allegion can strengthen its competitive position and accelerate its growth trajectory. Potential acquisition targets include companies specializing in cybersecurity, smart home technology, and access control solutions.
- Focus on Innovation and Product Development: Continuous innovation and product development are crucial for Allegion to maintain its competitive edge in the security industry. The company should invest in research and development to develop new and innovative security solutions that address evolving customer needs and security threats. This includes developing products that integrate with IoT devices, utilize artificial intelligence, and offer enhanced cybersecurity features.
- Enhancing Service Offerings and Customer Support: Providing excellent service and customer support is essential for building customer loyalty and driving repeat business. Allegion can enhance its service offerings by providing installation, maintenance, and training services for its products. The company can also invest in customer support infrastructure, such as online portals and call centers, to provide timely and effective assistance to customers.
What Opportunities Does ALLE Have?
- Expansion in electronic security solutions and smart home technology.
- Geographic expansion in emerging markets.
- Strategic acquisitions and partnerships to expand product portfolio.
- Increasing demand for security products and solutions due to rising security concerns.
What Threats Does ALLE Face?
- Intense competition from established players and new entrants.
- Technological advancements and disruptive innovations.
- Changes in building codes and regulations.
- Economic downturns and reduced construction spending.
What Are ALLE's Competitive Advantages?
- Strong brand recognition with well-known brands like Schlage and Von Duprin.
- Extensive distribution network through various channels.
- Diverse product portfolio catering to a wide range of security needs.
- Established relationships with key customers and partners.
What Does ALLE Do?
Allegion plc, incorporated in 2013 and headquartered in Dublin, Ireland, is a global manufacturer and provider of security products and solutions. Spun off from Ingersoll Rand, Allegion has quickly established itself as a leader in the security industry. The company's extensive product portfolio includes mechanical and electronic locks, door closers and controls, exit devices, access control systems, and related accessories. These products are marketed under well-known brands such as CISA, Interflex, LCN, Schlage, SimonsVoss, and Von Duprin. Allegion serves a diverse range of end-markets, including commercial, institutional, and residential facilities. Its products are utilized in education, healthcare, government, hospitality, commercial office, and single and multi-family residential settings. The company distributes its products through a variety of channels, including specialty distribution, e-commerce platforms, wholesalers, do-it-yourself home improvement centers, and specialty showroom outlets. Allegion's commitment to innovation and customer service has solidified its position as a trusted provider of security solutions worldwide.
What Products and Services Does ALLE Offer?
- Manufactures and sells mechanical locks and locksets.
- Provides electronic security products and access control systems.
- Offers door closers, controls, and exit devices.
- Develops time, attendance, and workforce productivity systems.
- Produces doors and door systems for various applications.
- Sells key systems and related services.
- Provides a range of security accessories.
How Does ALLE Make Money?
- Manufactures and sells security products through distribution and retail channels.
- Generates revenue from sales to end-users in commercial, institutional, and residential facilities.
- Offers a diverse product portfolio under various brands, including Schlage and Von Duprin.
- Focuses on innovation and product development to meet evolving customer needs.
What Industry Does ALLE Operate In?
Allegion operates in the security and protection services industry, which is experiencing growth driven by increasing security concerns and technological advancements. The market is competitive, with key players including ITT Inc., Textron Inc., and Carlisle Companies Incorporated. Allegion differentiates itself through its diverse product portfolio, strong brand recognition, and extensive distribution network. The industry is also influenced by trends such as the adoption of smart home technology and the integration of security systems with IoT devices.
Who Are ALLE's Key Customers?
- Commercial facilities, including office buildings and retail stores.
- Institutional facilities, such as schools, hospitals, and government buildings.
- Residential facilities, including single-family homes and multi-family apartments.
- Education sector
- Healthcare sector
Net buyingInsider Activity
Over the past six months, Allegion plc insiders filed 30 SEC Form 4 transactions — 20 sales and 10 purchases. On net that is roughly 334 shares acquired (about $1.1M) — insiders putting money in tends to read as conviction.
FY2026 estForward Outlook
Wall Street analysts project Allegion plc revenue of about $4.39B for fiscal 2026, with EPS near $8.78. The estimate reflects 9 contributing analysts.
F-Score 5/9Financial Health
Allegion plc's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 4.34 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE 32%Key Financial Metrics
Return on equity for Allegion plc stands at 32.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 11.9%, showing how much profit it generates from its asset base. ALLE trades at a trailing price-to-earnings ratio of 17.67, below the Industrials sector average of ~30x. Its free cash flow yield is 6.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.91 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.7%, the inverse of the P/E and a quick read on earnings relative to price.
Allegion plc (ALLE) Valuation Context
Valued at $12.08B, ALLE is classified as a large-cap stock. Relative to its peer group, ALLE's quantitative score of 54/100 is below the peer average of 67/100.
ALLE Revenue & Earnings Trend
In Q1 2026, ALLE generated $1.03B in top-line revenue, marking a sequential increase of 0.0%. The company recorded net income of $138.1M, with diluted EPS of $1.59. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Industrials. Across the four most recent quarters, ALLE averaged $1.83 in diluted EPS.
Company Profile
Allegion plc operates in the Security & Protection Services industry within the Industrials sector. It is headquartered in Dublin, IE. The company is led by CEO John H. Stone. ALLE has traded publicly since 2013.
ALLE Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Allegion's future performance, indicating that key executives believe in the company's growth potential.
- Community sentiment has shifted positively, with discussions highlighting Allegion's commitment to innovation and enhancing security solutions.
- Allegion's strategic partnerships have gained attention, positioning the company well in the evolving security landscape and driving optimism among investors.
- Positive feedback from industry analysts on Allegion's product offerings has bolstered market perception, reinforcing bullish sentiment.
Bear Case
- Concerns over supply chain disruptions have surfaced, with some investors wary of their potential impact on Allegion's operational efficiency.
- Social sentiment reflects caution, as recent discussions include skepticism about the company's ability to maintain growth amid rising competition.
- Some community members express doubts regarding Allegion's valuation, suggesting that current prices may not reflect its long-term growth prospects.
- Recent market developments have led to increased scrutiny on Allegion's financial health, contributing to a more bearish outlook among certain investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
From the Earnings Call
“we are raising our reported revenue outlook to 6% to 8% to include the DCI acquisition, and we are affirming our outlook for organic revenue growth of 2% to 4% and adjusted earnings per share of $8.70 to $8.90.”
— John Stone, President and Chief Executive Officer
“Based on current conditions, we anticipate an incremental headwind of approximately 1% of COGS from tariffs and other inflation. We expect to offset this on a dollar basis through a combination of price and cost actions. However, given current volatility, we are not updating our organic growth assumptions to include any incremental price at this time, similar to our approach in the first quarter of 2025.”
— John Stone, President and Chief Executive Officer
ALLE Q1 FY2026 earnings call transcript · 2026-04-28
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $1.03B | $138M | $1.59 |
| Q4 2025 | $1.03B | $148M | $1.70 |
| Q3 2025 | $1.07B | $188M | $2.18 |
| Q2 2025 | $1.02B | $160M | $1.85 |
Based on FMP financials and quantitative analysis
ALLE Latest News
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Schlage Launches Sense Pro™ Smart Deadbolt, Redefining Home Access Through Schlage Converge™ Technology with Ultra Wideband
prnewswire.com · Jun 16, 2026
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Allegion (ALLE) Stock And The Value Question After New Access Control Launches
Yahoo! Finance: ALLE News · Jun 15, 2026
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Allegion CEO To Outline Long Term Plan And Valuation Context
Yahoo! Finance: ALLE News · Jun 3, 2026
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Morgan Stanley Maintains Equal-Weight on Allegion, Lowers Price Target to $142
benzinga · Jun 3, 2026
ALLE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ALLE.
Price Targets
Consensus target: $180.00
ALLE MoonshotScore
What does this score mean?
The MoonshotScore rates ALLE's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Security & Protection ServicesLatest News
Schlage Launches Sense Pro™ Smart Deadbolt, Redefining Home Access Through Schlage Converge™ Technology with Ultra Wideband
Allegion (ALLE) Stock And The Value Question After New Access Control Launches
Allegion CEO To Outline Long Term Plan And Valuation Context
Morgan Stanley Maintains Equal-Weight on Allegion, Lowers Price Target to $142
Leadership: John H. Stone
CEO
John H. Stone serves as the CEO of Allegion plc, bringing extensive experience in the industrial sector. Prior to joining Allegion, Stone held leadership positions at various global companies, demonstrating expertise in strategic planning, operational excellence, and business development. His background includes a strong focus on driving innovation and delivering value to customers. Stone's leadership is characterized by a commitment to fostering a culture of collaboration and continuous improvement.
Track Record: Under John Stone's leadership, Allegion has focused on expanding its electronic security offerings and strengthening its market position. Key milestones include strategic acquisitions and partnerships aimed at enhancing the company's technological capabilities and expanding its geographic reach. Stone has also emphasized operational efficiency and cost management, contributing to Allegion's consistent profitability.
ALLE Industrials Stock FAQ
What does Allegion plc do?
Allegion plc is a global provider of security products and solutions, manufacturing and selling a wide range of mechanical and electronic security products. These include locks, access control systems, door closers, and exit devices, catering to commercial, institutional, and residential markets. The company operates under well-known brands like Schlage and Von Duprin, distributing its products through various channels, including specialty distribution, e-commerce, and retail outlets. Allegion's focus is on providing innovative and reliable security solutions to meet the evolving needs of its customers.
What do analysts say about ALLE stock?
Analyst consensus on Allegion (ALLE) stock reflects a generally positive outlook, driven by the company's strong market position and consistent financial performance. Key valuation metrics, such as the P/E ratio of 17.7, suggest that the stock is reasonably valued compared to its peers. Growth considerations include the increasing demand for electronic security solutions and the company's expansion into emerging markets. However, analysts also note potential risks, such as economic downturns and increased competition, which could impact Allegion's future performance. These factors should be considered when evaluating ALLE stock.
What are the main risks for ALLE?
Allegion faces several key risks that could impact its financial performance and growth prospects. Economic downturns and fluctuations in construction activity can reduce demand for its products. Intense competition from established players and new entrants in the security industry poses a threat to its market share. Technological advancements could render existing products obsolete, requiring continuous innovation. Cybersecurity threats and data breaches could compromise security systems and damage the company's reputation. Effective risk management strategies are crucial for Allegion to mitigate these challenges and maintain its competitive edge.
How does Allegion plc compare to competitors in its industry?
Allegion plc distinguishes itself from competitors through its comprehensive product portfolio, encompassing both mechanical and electronic security solutions. Unlike some competitors focused solely on specific niches, Allegion offers a broad range of products under well-established brands like Schlage and Von Duprin. While companies like ITT Inc. and Textron Inc. operate in broader industrial sectors, Allegion's dedicated focus on security allows for specialized expertise and innovation. This focused approach, combined with a robust distribution network, positions Allegion as a leading player in the security and protection services industry.
What are the key financial metrics investors watch for ALLE?
Investors closely monitor several key financial metrics for Allegion (ALLE) to assess its performance and growth potential. Revenue growth indicates the company's ability to expand its market share and generate sales. Profit margin, currently at 15.2%, reflects its efficiency in managing costs and generating profits. Gross margin of 45.0% highlights the value-added nature of its products. The P/E ratio of 17.7 provides insights into investor sentiment and valuation. Additionally, dividend yield of 1.55% is considered for income-generating potential. These metrics, combined with industry-specific indicators, provide a comprehensive view of Allegion's financial health.
What are the key factors to evaluate for ALLE?
Allegion plc (ALLE) holds an AI score of 54/100 (moderate). P/E: 17.7x vs the S&P 500's ~20-25x. Analysts target $180.00 (+28%). Not financial advice.
How frequently does ALLE data refresh on this page?
ALLE prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ALLE's recent stock price performance?
Allegion plc (ALLE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand portfolio with established brands like Schlage and Von Duprin. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- This analysis is for informational purposes only and does not constitute investment advice.