Allison Transmission (NYSE:ALSN) Given New $135.00 Price Target at Oppenheimer

Allison Transmission (NYSE:ALSN) had its price target boosted by Oppenheimer from $115.00 to $135.00 in a report released on Tuesday, Marketbeat Ratings reports. The brokerage currently has an outperform rating on the auto parts company’s stock.

ALSN has been the topic of several other reports. JPMorgan Chase & Co. raised their price objective on Allison Transmission from $87.00 to $115.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Zacks Research upgraded Allison Transmission from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Wells Fargo & Company upped their price objective on Allison Transmission from $85.00 to $98.00 and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. Weiss Ratings raised shares of Allison Transmission from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 11th. Finally, Morgan Stanley lifted their price objective on shares of Allison Transmission from $97.00 to $109.00 and gave the company an “equal weight” rating in a research report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $105.67.

Allison Transmission Price Performance

Shares of NYSE ALSN opened at $122.32 on Tuesday. The company has a quick ratio of 3.06, a current ratio of 3.82 and a debt-to-equity ratio of 1.30. Allison Transmission has a fifty-two week low of $76.01 and a fifty-two week high of $125.66. The business has a 50 day moving average price of $108.36 and a two-hundred day moving average price of $94.22. The firm has a market cap of $10.18 billion, a PE ratio of 16.69, a price-to-earnings-growth ratio of 1.22 and a beta of 0.97.

Insider Activity at Allison Transmission

In related news, SVP John Coll sold 1,791 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $98.79, for a total transaction of $176,932.89. Following the completion of the sale, the senior vice president directly owned 10,021 shares of the company’s stock, valued at $989,974.59. This represents a 15.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. Rossby Financial LCC grew its holdings in Allison Transmission by 107.0% during the third quarter. Rossby Financial LCC now owns 296 shares of the auto parts company’s stock valued at $25,000 after purchasing an additional 153 shares during the last quarter. Larson Financial Group LLC raised its holdings in Allison Transmission by 536.7% in the 4th quarter. Larson Financial Group LLC now owns 312 shares of the auto parts company’s stock worth $31,000 after acquiring an additional 263 shares during the period. Transamerica Financial Advisors LLC lifted its position in Allison Transmission by 2,112.5% during the 4th quarter. Transamerica Financial Advisors LLC now owns 354 shares of the auto parts company’s stock worth $35,000 after acquiring an additional 338 shares during the last quarter. Employees Retirement System of Texas bought a new stake in Allison Transmission during the second quarter valued at about $38,000. Finally, True Wealth Design LLC grew its position in shares of Allison Transmission by 93.2% in the third quarter. True Wealth Design LLC now owns 452 shares of the auto parts company’s stock valued at $38,000 after purchasing an additional 218 shares during the last quarter. 96.90% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Allison Transmission

Here are the key news stories impacting Allison Transmission this week:

• Positive Sentiment: Oppenheimer raised its price target to $135 and put an “outperform” rating on ALSN, signaling analyst conviction that shares have upside. Oppenheimer upgrade and price target raise
• Positive Sentiment: Adjusted Q4 results beat consensus on key metrics (Zacks reports an EPS beat and revenues roughly in line or modestly above estimates), which traders often view as a near‑term positive despite year‑over‑year softness. Zacks: Q4 earnings beat
• Positive Sentiment: Management highlighted strong full‑year results (improved Adjusted EBITDA margin, net income growth, and cash flow) and closed the Dana Off‑Highway acquisition, which supports a larger industrial footprint and long‑term growth narrative. PR Newswire: Q4 and full-year results / Dana acquisition
• Neutral Sentiment: FY2026 revenue guidance was provided in a range ($5.6B–$5.9B), roughly in line with consensus — a stabilizing data point but not a clear catalyst on its own. Investors will watch any EPS guidance details from management for further conviction. Company slide deck / press release
• Neutral Sentiment: Earnings call transcript and slides are available for deeper detail on segment performance and margin drivers — useful for investors deciding whether the beat is durable. Seeking Alpha: Q4 presentation
• Negative Sentiment: There is mixed reporting on GAAP vs. adjusted results: some outlets show a GAAP EPS miss and continued year‑over‑year revenue decline in the quarter, which could concern value investors focused on near‑term profitability. MarketBeat: earnings snapshot / GAAP vs. consensus
• Negative Sentiment: Separately, the stock has seen pressure from index/reconstitution dynamics (Russell 1000 notices) in recent sessions, a non‑fundamental headwind that can exacerbate volatility. Kalkine Media: Russell 1000 impact

Allison Transmission Company Profile

Allison Transmission Holdings Inc is a global designer, manufacturer and seller of fully automatic transmissions and hybrid propulsion systems for commercial duty vehicles and off-highway equipment. The company’s products are engineered to improve fuel efficiency, reduce emissions and enhance performance across a broad range of industries. Allison’s core transmission portfolio serves applications such as on-highway trucks and buses, medium- and heavy-duty commercial vehicles, and military ground vehicles.

In addition to conventional automatic transmissions, Allison offers advanced hybrid systems that integrate electric motors with mechanical transmission components.