What is Zacks Research’s Estimate for Allegion Q4 Earnings?

Allegion PLC (NYSE:ALLE) – Zacks Research dropped their Q4 2026 earnings estimates for Allegion in a report released on Tuesday, March 10th. Zacks Research analyst Team now expects that the scientific and technical instruments company will earn $2.19 per share for the quarter, down from their previous estimate of $2.23. The consensus estimate for Allegion’s current full-year earnings is $7.77 per share.

Allegion (NYSE:ALLE) last posted its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.01 by ($0.07). Allegion had a return on equity of 38.06% and a net margin of 15.83%.The business had revenue of $1.03 billion during the quarter, compared to the consensus estimate of $1.04 billion. During the same period in the previous year, the business earned $1.86 earnings per share. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS.

A number of other equities analysts also recently commented on the company. Wells Fargo & Company restated a “positive” rating on shares of Allegion in a report on Tuesday, December 16th. Weiss Ratings reissued a “buy (b)” rating on shares of Allegion in a research report on Wednesday, January 21st. JPMorgan Chase & Co. decreased their price objective on shares of Allegion from $190.00 to $180.00 and set an “overweight” rating for the company in a report on Wednesday, February 18th. Finally, Barclays dropped their target price on shares of Allegion from $180.00 to $176.00 and set an “equal weight” rating for the company in a research report on Monday, February 23rd. Three equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $175.00.

Allegion Trading Down 0.6%

NYSE ALLE opened at $145.77 on Thursday. The stock has a market cap of $12.56 billion, a P/E ratio of 19.59, a price-to-earnings-growth ratio of 3.17 and a beta of 1.03. Allegion has a fifty-two week low of $116.57 and a fifty-two week high of $183.11. The stock has a 50 day simple moving average of $163.80 and a two-hundred day simple moving average of $166.89. The company has a debt-to-equity ratio of 0.96, a quick ratio of 1.16 and a current ratio of 1.84.

Institutional Investors Weigh In On Allegion

Several institutional investors and hedge funds have recently made changes to their positions in ALLE. Forvis Mazars Wealth Advisors LLC purchased a new stake in Allegion in the third quarter worth approximately $2,838,000. Burney Co. purchased a new stake in Allegion during the 3rd quarter valued at $9,297,000. Fusion Capital LLC bought a new position in shares of Allegion during the 3rd quarter valued at $4,406,000. Berkshire Hathaway Inc purchased a new position in shares of Allegion in the 2nd quarter worth $112,433,000. Finally, Massachusetts Financial Services Co. MA grew its holdings in shares of Allegion by 5.1% in the third quarter. Massachusetts Financial Services Co. MA now owns 2,356,869 shares of the scientific and technical instruments company’s stock worth $417,991,000 after acquiring an additional 113,821 shares during the period. Institutional investors own 92.21% of the company’s stock.

Insider Buying and Selling at Allegion

In related news, Director Steven Mizell sold 1,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $161.51, for a total value of $161,510.00. Following the completion of the transaction, the director directly owned 4,915 shares in the company, valued at $793,821.65. This trade represents a 16.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Sue Main acquired 2,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The shares were acquired at an average cost of $149.61 per share, for a total transaction of $299,220.00. Following the purchase, the director directly owned 2,000 shares of the company’s stock, valued at $299,220. This represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.23% of the company’s stock.

Allegion Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be given a dividend of $0.55 per share. This is an increase from Allegion’s previous quarterly dividend of $0.51. This represents a $2.20 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Friday, March 13th. Allegion’s payout ratio is 27.42%.

Key Allegion News

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Director Sue Main bought 2,000 shares (~$149.61 each), a direct insider purchase that can be interpreted as management confidence in the business. SEC Form 4
• Positive Sentiment: Zacks Research issued a series of upward revisions to Allegion’s medium- to long‑term outlook (multiple quarter raises and FY2026, FY2027 and FY2028 increases — FY2026 to ~$8.71, FY2027 to ~$9.00, FY2028 to ~$9.95). These lifts suggest analysts see stronger underlying earnings power beyond the near term.
• Positive Sentiment: Allegion’s CFO will present at the 2026 J.P. Morgan Industrials Conference (Mar 18), giving management a forum to outline strategy and interact with institutional investors. Allegion to Attend 2026 J.P. Morgan Industrials Conference
• Positive Sentiment: Allegion was featured in a Forbes piece highlighting companies growing dividends, which may attract income-focused investors. 2 Stocks Using Market Chaos To Grow Their Dividends
• Negative Sentiment: Zacks trimmed some near-term estimates — notably Q4 2026 EPS to $2.19 (from $2.23) and reduced Q1 2026 — indicating modest near-term pressure on results that can weigh on sentiment.
• Negative Sentiment: MSN ran a negative-themed piece (“3 reasons to sell ALLE…”) which can amplify short-term selling pressure from retail investors. 3 reasons to sell ALLE and 1 stock to buy instead

Allegion Company Profile

Allegion plc (NYSE: ALLE) is a global provider of security products and solutions focused on ensuring the safety and security of people and property. The company was formed in December 2013 through a corporate spin-off from Ingersoll Rand and is head­quartered in Dublin, Ireland. Allegion’s core mission is to deliver innovative mechanical and electronic access control systems for a wide range of end markets, including commercial buildings, residential properties, institutional facilities, and industrial sites.

The company’s product portfolio spans mechanical locksets, door closers, exit devices, key systems and cylinders, as well as a growing suite of electronic and smart access control offerings.