Arrow Capital Pty Ltd Takes Position in Allegion PLC $ALLE

Arrow Capital Pty Ltd bought a new position in shares of Allegion PLC (NYSE:ALLE) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 25,000 shares of the scientific and technical instruments company’s stock, valued at approximately $4,434,000. Allegion comprises approximately 0.1% of Arrow Capital Pty Ltd’s investment portfolio, making the stock its 15th biggest position.

Other large investors also recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB lifted its stake in Allegion by 16.5% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 424 shares of the scientific and technical instruments company’s stock worth $75,000 after purchasing an additional 60 shares in the last quarter. Diversify Advisory Services LLC grew its position in shares of Allegion by 2.7% in the third quarter. Diversify Advisory Services LLC now owns 2,308 shares of the scientific and technical instruments company’s stock valued at $380,000 after purchasing an additional 60 shares in the last quarter. HM Payson & Co. increased its holdings in shares of Allegion by 2.4% in the third quarter. HM Payson & Co. now owns 2,644 shares of the scientific and technical instruments company’s stock valued at $469,000 after purchasing an additional 63 shares during the last quarter. Fulton Bank N.A. increased its holdings in shares of Allegion by 4.5% in the third quarter. Fulton Bank N.A. now owns 1,529 shares of the scientific and technical instruments company’s stock valued at $271,000 after purchasing an additional 66 shares during the last quarter. Finally, Rovin Capital UT ADV lifted its position in Allegion by 1.6% during the third quarter. Rovin Capital UT ADV now owns 4,207 shares of the scientific and technical instruments company’s stock worth $746,000 after buying an additional 66 shares in the last quarter. Hedge funds and other institutional investors own 92.21% of the company’s stock.

Allegion Trading Down 0.3%

ALLE opened at $145.39 on Friday. Allegion PLC has a one year low of $116.57 and a one year high of $183.11. The stock has a market capitalization of $12.52 billion, a PE ratio of 19.54, a P/E/G ratio of 3.14 and a beta of 1.03. The business’s 50 day moving average price is $163.49 and its 200 day moving average price is $166.68. The company has a debt-to-equity ratio of 0.96, a quick ratio of 1.16 and a current ratio of 1.84.

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 for the quarter, compared to analyst estimates of $1.04 billion. During the same period last year, the business earned $1.86 EPS. Allegion’s revenue was up 9.3% compared to the same quarter last year. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS. As a group, equities research analysts expect that Allegion PLC will post 7.77 EPS for the current year.

Allegion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from Allegion’s previous quarterly dividend of $0.51. Allegion’s dividend payout ratio is 29.57%.

Analyst Ratings Changes

ALLE has been the topic of a number of recent research reports. Wells Fargo & Company reissued a “positive” rating on shares of Allegion in a research note on Tuesday, December 16th. Barclays cut their target price on Allegion from $180.00 to $176.00 and set an “equal weight” rating for the company in a research note on Monday, February 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Allegion in a report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. lowered their price target on shares of Allegion from $190.00 to $180.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 18th. Three investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $175.00.

Allegion News Roundup

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Director Sue Main bought 2,000 shares at ~$149.61 on March 11 — insider purchases can signal management confidence and help investor sentiment. Insider Buy Filing
• Positive Sentiment: Allegion raised its quarterly dividend to $0.55 (annualized $2.20), increasing yield and returning more cash to shareholders — supportive for income-focused investors and signals board confidence in cash flow. Dividend Announcement / MarketBeat
• Neutral Sentiment: Consensus broker rating remains “Hold” — implies limited analyst conviction for near-term upside despite mixed buy/hold split among firms. Consensus Recommendation
• Neutral Sentiment: Comparative write-up contrasts Allegion with Halma (HLMAF) — useful context for valuation and sector positioning but not an immediate catalyst. Financial Contrast
• Negative Sentiment: Zacks trimmed its quarterly EPS estimate (Q4 FY26/quarter noted) from $2.23 to $2.19 — a downward revision to near-term earnings expectations that can weigh on the stock if further cuts follow. Zacks Estimate Cut
• Negative Sentiment: Coverage pieces urging investors to sell (e.g., “3 reasons to sell ALLE”) increase bearish sentiment and can pressure flows, especially given recent earnings miss and lowered guidance ranges. Sell Article

Insider Activity

In other Allegion 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 transaction of $161,510.00. Following the completion of the transaction, the director owned 4,915 shares of the company’s stock, valued at $793,821.65. This trade represents a 16.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Sue Main purchased 2,000 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were bought at an average price of $149.61 per share, with a total value of $299,220.00. Following the completion of the transaction, the director owned 2,000 shares of the company’s stock, valued at approximately $299,220. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.23% of the stock is currently owned by insiders.

Allegion 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.