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Allegion plcNYSE:ALLE Rapport sur les actions

Capitalisation boursière US$11.6b
Prix de l'action
US$130.18
US$164
20.6% sous-évalué décote intrinsèque
1Y-4.8%
7D0.6%
1D
Valeur du portefeuille
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Allegion plc

NYSE:ALLE Rapport sur les actions

Capitalisation boursière : US$11.6b

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Allegion plc Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Allegion
Historique des cours de bourse
Prix actuel de l'actionUS$130.18
Plus haut sur 52 semainesUS$183.11
Plus bas sur 52 semainesUS$125.00
Bêta0.88
Variation sur 1 mois1.33%
Variation sur 3 mois-9.49%
Variation sur 1 an-4.84%
Variation sur 3 ans9.01%
Variation sur 5 ans-5.77%
Évolution depuis l'introduction en bourse168.55%

Nouvelles et mises à jour récentes

Mise à jour du récit Jun 05

ALLE: Cash Generation And Buybacks Will Counter Margin And Construction Headwinds

Allegion's analyst price target has been trimmed by about $6 to $164 as analysts factor in recent reductions in Street targets and cite margin and construction headwinds, even while revenue growth and long term P/E assumptions in the model remain relatively steady. Analyst Commentary Recent Street research on Allegion has tilted more cautious, with several price target cuts and at least one rating downgrade, even as some firms initiate coverage with a more positive long term view.

Recent updates

Mise à jour du récit Jun 05

ALLE: Cash Generation And Buybacks Will Counter Margin And Construction Headwinds

Allegion's analyst price target has been trimmed by about $6 to $164 as analysts factor in recent reductions in Street targets and cite margin and construction headwinds, even while revenue growth and long term P/E assumptions in the model remain relatively steady. Analyst Commentary Recent Street research on Allegion has tilted more cautious, with several price target cuts and at least one rating downgrade, even as some firms initiate coverage with a more positive long term view.
Article d’analyse May 01

Allegion plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Allegion plc ( NYSE:ALLE ) filed its first-quarter result this time last week. The...
Mise à jour du récit Apr 29

ALLE: Margin Resilience And Buybacks Will Support 2026 Upside Potential

The analyst price target for Allegion has been reduced by about $10. Analysts point to recent target cuts across several firms and updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a lower future P/E multiple.
Seeking Alpha Apr 27

Allegion: An Undervalued Stock Catering To The Basic Need Of Security

Summary Allegion is an American (but Irish-domiciled) provider of security products for homes and businesses globally. ALLE's 10-year dividend growth rate is 17.7%, which is very strong, but more recent dividend raises have been in a high-single-digit range (around 8% or so). Allegion has a good financial position. Its long-term debt/equity ratio is 1, while the interest coverage ratio is nearly 9. Read the full article on Seeking Alpha
Mise à jour du récit Mar 26

ALLE: Margin Strength And AI Demand Will Support 2026 Outlook

Narrative Update Allegion's analyst price target has been nudged lower to a range centered around about $178, reflecting modest reductions from prior targets of $180 to $190 as analysts factor in near term margin pressure in the Americas, partially offset by margin strength and a firmer demand outlook tied to artificial intelligence orders. Analyst Commentary Recent research has focused on Allegion's margin profile and demand outlook, with price targets clustered in the mid to high $170s.
Mise à jour du récit Mar 10

ALLE: Margin Resilience And AI Orders Will Support 2026 Earnings

Analysts have trimmed their price target on Allegion to about $180 per share. This reflects a modest reset as they balance near term margin pressure in the Americas with ongoing margin resilience highlighted in recent research.
Mise à jour du récit Feb 24

ALLE: Margin Resilience And AI Order Strength Will Shape 2026 Outlook

Allegion's updated analyst price targets reflect a modest trim of fair value to about $180, as analysts factor in softer revenue growth assumptions, slightly higher discount rates, and continued focus on margins following recent research that points to near term pressure in Americas margins and mixed but resilient margin performance overall. Analyst Commentary Recent research updates on Allegion show a mix of optimism on execution and caution around near term profitability and valuation, with several firms trimming price targets while keeping their overall views intact.
Article d’analyse Feb 16

Allegion (NYSE:ALLE) Has Announced That It Will Be Increasing Its Dividend To $0.55

Allegion plc's ( NYSE:ALLE ) periodic dividend will be increasing on the 31st of March to $0.55, with investors...
Mise à jour du récit Feb 10

ALLE: AI Order Strength And Group Reset Will Shape 2025 Outlook

Narrative Update on Allegion The analyst price target for Allegion has been trimmed by about US$0.27 to align with a revised group outlook, as analysts reset multi industry targets while pointing to a firmer demand backdrop tied to artificial intelligence related orders. Analyst Commentary Recent commentary around Allegion focuses on how a slightly lower price target fits with a group wide reset in the multi industry space, while still acknowledging interest tied to artificial intelligence related orders.
Mise à jour du récit Jan 26

ALLE: AI Access Demand And Execution Risks Will Shape 2025 Outlook

Analysts have trimmed their price target on Allegion to about US$180, a US$7 reduction, citing updated multi industry Q4 outlooks and a more measured long term view reflected in slightly adjusted discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Analysts are framing the new US$180 price target as a fine tuning rather than a fundamental reset, with the updated view reflecting both pockets of strength in demand and a more measured stance on valuation and execution.
Article d’analyse Jan 15

Some Shareholders Feeling Restless Over Allegion plc's (NYSE:ALLE) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 21.7x Allegion plc ( NYSE:ALLE ) may be sending bearish signals at the...
Mise à jour du récit Jan 10

ALLE: Connected Access And AI Demand Will Drive Strong 2025 Returns

Analysts have trimmed their price target on Allegion to about $181.55 from $182.18, reflecting slightly adjusted assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent multi industry group updates. Analyst Commentary Recent research suggests that the modest trim in Allegion's price target is more of a fine tuning exercise than a major reset, with analysts updating their models after broader multi industry reviews and factoring in sector wide demand signals.
Article d’analyse Jan 01

Is It Time To Consider Buying Allegion plc (NYSE:ALLE)?

Today we're going to take a look at the well-established Allegion plc ( NYSE:ALLE ). The company's stock saw...
Mise à jour du récit Dec 17

ALLE: Expanded Wallet Access And Connected Locks Will Drive Strong 2025 Returns

Analysts have modestly lowered their price target on Allegion to approximately $182 from about $183, reflecting slightly higher discount rate assumptions that more than offset marginally improved revenue growth expectations and a stable profit margin outlook. What's in the News Allegion raised its 2025 full year guidance, now expecting reported revenue growth of 7.0% to 8.0% and EPS of $7.45 to $7.55, or $8.10 to $8.20 on an adjusted basis (Corporate guidance) The company enhanced its LCN 2800IQ and 9500IQ Senior Swing operators with AdaptivIQ self adjusting technology and Smart Power Boost to improve durability, reduce maintenance and simplify installation in high traffic applications (Product announcement) Allegion brands Zentra and Gatewise will showcase expanded wallet based access control at OPTECH 2025, including tap and go smart lock and gate solutions that work via Apple and Google Wallet, even on low battery devices (Product announcement) Zentra introduced resident key capability in Google Wallet, enabling contactless access to buildings, amenities and units using Android phones and Wear OS smartwatches, aimed at enhancing resident experience and property NOI (Product announcement) Allegion Americas partnered with Brivo to deliver a Wi Fi based Connected Openings solution using Schlage XE360 wireless locks, reducing infrastructure needs and expanding real time electronic access control across property types (Client announcement) Valuation Changes The fair value estimate has fallen slightly to approximately $182.18 from about $183.09 per share.
Mise à jour du récit Dec 03

ALLE: Expanded Access Solutions Will Drive Strong Demand And Higher Returns In 2025

Analysts have modestly raised their price target on Allegion to approximately $183.09 per share, citing steady expectations for revenue growth, profit margins, and valuation multiples, even with a slightly higher assumed discount rate. What's in the News Allegion plc raised its 2025 full-year guidance, now expecting 7.0% to 8.0% reported revenue growth and EPS of $7.45 to $7.55 (or $8.10 to $8.20 on an adjusted basis) (Corporate Guidance: Raised).
Mise à jour du récit Nov 19

ALLE: Expanded Access Solutions Will Drive Higher Demand In 2025

Narrative Update: Analyst Price Target Change for Allegion Analysts have maintained Allegion's price target at $183.09, citing a steady outlook that reflects minor updates in discount rate and valuation metrics but no significant change in the company’s fair value estimate. What's in the News Zentra and Gatewise, Allegion US brands, will unveil expanded wallet-based access control solutions at OPTECH 2025.
Mise à jour du récit Nov 01

ALLE: Fair Value Expected To Track Healthier Non-Residential And IoT Demand Trends

Analysts have raised Allegion's fair value estimate by nearly $4 to $183.09, citing stronger industry trends and reduced downside risk supported by healthier market indicators. Analyst Commentary Bullish Takeaways Bullish analysts note that the majority of Allegion's Americas non-residential market has rebounded from previous softness.
Mise à jour du récit Oct 18

Digital Building Management And IoT Will Drive Security Evolution

Analysts have increased their price target for Allegion from $177.55 to $179.36. They cite improved industry conditions and reduced downside risk as key factors supporting the higher valuation.
Mise à jour du récit Oct 04

Digital Building Management And IoT Will Drive Security Evolution

Analysts have raised their price target for Allegion by $2.91 to $177.55, citing improved industry trends and reduced downside risk. This adjustment is supported by healthier market indicators.
Mise à jour du récit Sep 19

Digital Building Management And IoT Will Drive Security Evolution

Analysts raised their price targets for Allegion to $174.64, citing increased confidence in commercial demand and stable market conditions as non-residential activity recovers. Analyst Commentary Bullish analysts note reduced downside risk as the non-residential market in the Americas stabilizes and exits a recent soft patch.
Article d’analyse Sep 18

Is Allegion (NYSE:ALLE) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Sep 06

Subdued Growth No Barrier To Allegion plc's (NYSE:ALLE) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Mise à jour du récit Sep 04

Digital Building Management And IoT Will Drive Security Evolution

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.
Article d’analyse Aug 11

Is Allegion plc (NYSE:ALLE) Potentially Undervalued?

Let's talk about the popular Allegion plc ( NYSE:ALLE ). The company's shares saw a significant share price rise of 21...
Article d’analyse Jun 20

Here's Why We Think Allegion (NYSE:ALLE) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Apr 29

Allegion: Solid Foundation, But Moderate Growth And Rising Uncertainty Signal Caution

Summary Allegion's Q1 2025 topline grew 5.4% YoY, driven by strong performance in the Americas segment, despite international segment headwinds. The company's core Americas segment continues to show healthy demand, supporting overall topline growth and offsetting international weaknesses. Strategic acquisitions and continued focus on product innovation are expected to bolster long-term growth. Downgrade to Hold due to low growth expectations, challenging macros, and potential further downward revisions impacting stock valuation. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

Allegion: Right Business Model At The Right Time

Summary Allegion, an American provider of security products for homes and businesses globally, is now an $11 billion (by market cap) security competitor. ALLE has been able to consistently generate rising revenue, profit, and dividends since its spin-off. Allegion has increased its dividend for 11 consecutive years, with a 10-year dividend growth rate of 19.6%. The company advanced its revenue from $2.1 billion in FY 2014 to $3.7 billion in FY 2023, a compound annual growth rate of 6.5%. Read the full article on Seeking Alpha

Rendement pour les actionnaires

ALLEUS BuildingUS Marché
7D0.6%3.8%2.0%
1Y-4.8%12.7%23.3%

Rendement vs Industrie: ALLE a sous-performé le secteur US Building qui a rapporté 12.7 % au cours de l'année écoulée.

Rendement vs marché: ALLE a sous-performé le marché US qui a rapporté 23.3 % au cours de l'année écoulée.

Volatilité des prix

Is ALLE's price volatile compared to industry and market?
ALLE volatility
ALLE Average Weekly Movement4.0%
Building Industry Average Movement6.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: ALLE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de ALLE ( 4% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
201313,300John Stonewww.allegion.com

Allegion plc fournit des produits et des solutions de sécurité dans le monde entier. Elle opère à travers deux segments : Allegion Americas et Allegion International. La société propose des commandes de portes, des systèmes de contrôle de portes et des dispositifs de sortie ; des portes, des systèmes de verre et de portes et des accessoires ; des produits de sécurité électronique et des systèmes de contrôle d'accès, y compris des systèmes de gestion du temps et de la productivité du personnel ; ainsi que des serrures, des verrous, des serrures portables et des systèmes de clés.

Allegion plc Résumé des fondamentaux

Comment les bénéfices et les revenus de Allegion se comparent-ils à sa capitalisation boursière ?
ALLE statistiques fondamentales
Capitalisation boursièreUS$11.59b
Bénéfices(TTM)US$633.70m
Recettes(TTM)US$4.16b
17.7x
Ratio P/E
2.7x
Ratio P/S

Le site ALLE est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
ALLE compte de résultat (TTM)
RecettesUS$4.16b
Coût des recettesUS$2.29b
Marge bruteUS$1.87b
Autres dépensesUS$1.24b
Les revenusUS$633.70m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)7.37
Marge brute44.97%
Marge bénéficiaire nette15.24%
Ratio dettes/capitaux propres96.6%

Quelles ont été les performances à long terme de ALLE?

Voir les performances historiques et les comparaisons

Dividendes

1.7%
Rendement actuel des dividendes
28%
Ratio de distribution

Le site ALLE verse-t-il des dividendes fiables ?

Voir ALLE l'historique des dividendes et les indices de référence
Quand faut-il acheter ALLE pour recevoir un dividende à venir ?
Allegion dates des dividendes
Date ex-dividendeJun 15 2026
Date de paiement du dividendeJun 30 2026
Jours jusqu'au dividende Ex4 days
Jours jusqu'à la date de paiement du dividende11 days

Le site ALLE verse-t-il des dividendes fiables ?

Voir ALLE l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/17 18:11
Cours de l'action en fin de journée2026/06/17 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Allegion plc est couverte par 20 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Timothy WojsBaird
Julian MitchellBarclays
Rizk MaidiBerenberg