Services-Detective, Guard & Armored Car Services · SIC 7381

Allegion plc

ALLE

Watch

Latest revenue

$1.03B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

7.5
of 10

ActaClear Score

Above avg
#2 of 4 in Services-Detective, Guard & Armored Car Services
new
Profitability·25%
10.0
Growth·15%
10.0
Value·20%
6.7
Quality·20%
Momentum·20%
3.3

Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Detective, Guard & Armored Car Services (4 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

0.79
Price / FV

Fair value · DCF

Undervalued
~27% upside at this growth
8.4% / yr
-5%30%
Terminal growthWACC 9.0% · 10y forecast
Current price
$130
DCF fair value
$166
FCF base (last FY)
$643.80M
Net debt
$1.62B

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Community sentiment

Where do you think ALLE is heading?

1 month
6 months
12 months
5 years
Sign in free to vote and see community sentiment

Price · 5Y

+5.0% / yr 14.7 pts / yr vs S&P 500 21.5% total
Compare:

Live market

delayed ≤15 min
$130.15
0.15%
Market cap
$11.18B
Enterprise value
$12.86B
P/E (trailing)
17.4×
Forward P/E
P/B
8.48×
Dividend yield
52-wk high
$183.11
52-wk low
$125.01
Beta
Shares out
85.9M

5-year trend

What this company does

AI

Item 2. PROPERTIES We operate through a broad network of production and assembly facilities, distribution centers, sales offices and engineering centers, across North America, Europe, Asia and Oceania. Our production and assembly facilities for the Allegion Americas business segment are primarily located in the United States, Mexico and Canada, and for the Allegion International business segment primarily in Australia, France, Germany, Italy, the Netherlands, New Zealand, Poland, Spain and the United Kingdom. Our active properties represent approximately 7.7 million square feet, of which approximately 45% is leased. We own 16 of our 37 production and assembly facilities, with the remaining…

AI summary unavailable — showing raw filing excerpt

Generated from ALLE's filing dated 2026-02-17

Key risks

AI

Item 1A. RISK FACTORS We are subject to future events, risks and uncertainties – many of which are beyond our control – that could materially and adversely affect our business, financial condition, results of operations and cash flows. You should carefully consider the risk factors discussed below, together with all the other information included in this Form 10-K, in evaluating us and our securities. If any of the events, risks or uncertainties below actually occurs, our business, financial condition, results of operations and cash flows could be materially and adversely affected. Any such adverse effect may cause the trading price of our securities to decline, and as a result, you could…

AI summary unavailable — showing raw filing excerpt

Generated from ALLE's filing dated 2026-02-17

Profitability

Operating margin

21.1%

2.1%

Net margin

15.8%

0.1%

Return on equity

41.0%

15.7%

Return on assets

12.3%

7.4%

Leverage

Debt / equity

2.27×

29.9%

Long-term debt / equity

1.22×

45.0%

Debt / assets

69.4%

9.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.03B+9.7%

Q4 2025

2025-12-31

$1.03B+9.3%

Q3 2025

2025-09-30

$1.07B+10.7%

Q2 2025

2025-06-30

$1.02B+5.8%

Q1 2025

2025-03-31

$941.9M+5.4%$148.2M+19.7%15.7%

Q4 2024

2024-12-31

$945.6M$144.1M15.2%

Q3 2024

2024-09-30

$967.1M+5.4%$174.2M+11.5%18.0%

Q2 2024

2024-06-30

$965.6M+5.8%$155.4M+9.4%16.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Detective, Guard & Armored Car Services · SIC 7381

Your notes

Keep private notes on ALLE — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$563.9K

Insider selling

$3.2M

Net activity

−$2.6M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-07

Robert C. Martens

SVP-Chief Innovation & Design

Sale3,993$137.15$547.6K
2026-03-11

Sue Main

Director

Purchase100$147.26$14.7K
2026-03-11

Sue Main

Director

Purchase1,300$149.58$194.5K
2026-03-11

Sue Main

Director

Purchase600$150.05$90.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ALLE

Institutional value

$6.72B

Total shares held

48.4M

Distinct holders

549

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.6.6M$961.5MNew
2VANGUARD CAPITAL MANAGEMENT LLC5.6M$814.3MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC4.6M$667.1MNew
4Boston Partners4.4M$645.7MNew
5Invesco Ltd.2.0M$284.0MNew
6DEUTSCHE BANK AG\1.3M$191.9MNew
7NORDEA INVESTMENT MANAGEMENT AB1.3M$181.0MNew
8Vontobel Holding Ltd.1.1M$163.7MNew
9FRANKLIN RESOURCES INC965.1K$140.2MNew
10DIMENSIONAL FUND ADVISORS LP853.2K$124.0MNew
11UBS Group AG742.2K$107.8MNew
12WELLS FARGO & COMPANY/MN676.8K$98.3MNew
13JPMORGAN CHASE & CO676.0K$96.6MNew
14COOKE & BIELER LP629.8K$91.5MNew
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC608.0K$88.3MNew
16Robeco Institutional Asset Management B.V.577.8K$83.9MNew
17Boston Trust Walden Corp566.8K$82.3MNew
18Bank of New York Mellon Corp501.1K$72.8MNew
19IFM Investors Pty Ltd355.2K$71.2MNew
20VANGUARD FIDUCIARY TRUST CO483.9K$70.3MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ALLE's latest filing finishes processing.

Investor sentiment
No votes yet
0 this week · 0 total

Sign in to vote. Votes use 7-day half-life decay.

What matters about ALLE?
Tap any that apply. Aggregates show what other investors flag.

Sign in to tap. 7-day half-life decay.

Latest filing impact
After reading, did this filing make you: