Analysts have raised price targets for Allegion, citing recovered demand in its Americas non-residential market, improved industry fundamentals, and greater confidence in near-term revenue stability, resulting in an unchanged consensus price target of $172.64.
Analyst Commentary
- Reduced downside risk as most of Allegion's Americas non-residential market has recovered from previous softness.
- Healthier indicators and outlook in main industry verticals compared to the prior year.
- Bullish analysts see improvement in market fundamentals supporting more optimistic price targets.
- Price target increases reflect greater confidence in revenue stability and growth potential.
- Upward revisions signal expectations that end-market demand trends will remain supportive near term.
What's in the News
- Allegion introduced the Schlage L Series Motorized Latch Retraction mortise locks, expanding applications in security, controlled access, and hands-free operation with notable features for healthcare, data centers, and educational settings.
- The company is seeking acquisitions focused on complementary software and services, highlighted by the recent additions of Gatewise, a SaaS gate entry system, and expanded offerings for multifamily property security.
- From April to June 2025, Allegion repurchased 284,000 shares for $39.95 million, completing 9.3% of its authorized buyback program.
- Allegion raised its 2025 guidance, projecting reported revenue growth of 6.5%–7.5% and adjusted EPS of $8.00–$8.15.
- Allegion was dropped from the Russell 1000 Dynamic Index.
Valuation Changes
Summary of Valuation Changes for Allegion
- The Consensus Analyst Price Target remained effectively unchanged, at $172.64.
- The Net Profit Margin for Allegion remained effectively unchanged, at 17.33%.
- The Future P/E for Allegion remained effectively unchanged, at 22.21x.
Disclaimer
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