Allegion (ALLE) Aandelenoverzicht
Allegion plc levert wereldwijd beveiligingsproducten en -oplossingen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
ALLE Community Fair Values
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Analyst Price Targets
Allegion plc Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$157.06 |
| 52 Week Hoogtepunt | US$183.11 |
| 52 Week Laag | US$125.00 |
| Bèta | 0.86 |
| 1 maand verandering | 11.79% |
| 3 maanden verandering | 15.92% |
| 1 Jaar Verandering | -5.34% |
| 3 jaar verandering | 40.75% |
| 5 jaar verandering | 14.39% |
| Verandering sinds IPO | 224.00% |
Recent nieuws en updates
Narratiefupdate • Jul 25
ALLE: Cash Returns And Q2 Execution Will Offset Margin And Construction Risks
For Allegion, the updated analyst fair value estimate has shifted from about $164 to roughly $170. This reflects a modestly higher assumed long term revenue growth rate, a slightly lower discount rate, and a marginally lower profit margin and future P/E multiple, in line with recent price target moves around $164 to $170 following Q2 results.Seeking Alpha • Jul 24
Allegion: Keep Calm And Lock In
Summary Allegion (ALLE) deliverd solid Q2 2026 results, with EPS of $2.40 beating estimates by $0.18 and shares closing up more than 10% following the earnings call. Revenue came in at $1.15B, up almost 13% YoY, as the America's segment posted YoY growth of almost 12% and the International segment is showing signs of a recovery. ALLE's valuation is appealing right now with a potential 6% undervaluation based on my FCF valuation model. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Jul 25
ALLE: Cash Returns And Q2 Execution Will Offset Margin And Construction Risks
For Allegion, the updated analyst fair value estimate has shifted from about $164 to roughly $170. This reflects a modestly higher assumed long term revenue growth rate, a slightly lower discount rate, and a marginally lower profit margin and future P/E multiple, in line with recent price target moves around $164 to $170 following Q2 results.Seeking Alpha • Jul 24
Allegion: Keep Calm And Lock In
Summary Allegion (ALLE) deliverd solid Q2 2026 results, with EPS of $2.40 beating estimates by $0.18 and shares closing up more than 10% following the earnings call. Revenue came in at $1.15B, up almost 13% YoY, as the America's segment posted YoY growth of almost 12% and the International segment is showing signs of a recovery. ALLE's valuation is appealing right now with a potential 6% undervaluation based on my FCF valuation model. Read the full article on Seeking AlphaNarratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...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 AlphaRendement voor aandeelhouders
| ALLE | US Building | US Markt | |
|---|---|---|---|
| 7D | 1.6% | -5.7% | 0.5% |
| 1Y | -5.3% | 0.3% | 16.5% |
Rendement versus industrie: ALLE presteerde slechter dan de US Building -sector, die het afgelopen jaar een rendement van 0.3 % opleverde.
Rendement versus markt: ALLE presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 16.5 % opleverde.
Prijsvolatiliteit
| ALLE volatility | |
|---|---|
| ALLE Average Weekly Movement | 4.8% |
| Building Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: ALLE heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van ALLE is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2013 | 13,300 | John Stone | www.allegion.com |
Allegion plc levert wereldwijd beveiligingsproducten en -oplossingen. Het is actief via twee segmenten: Allegion Americas en Allegion International. Het bedrijf biedt deurbedieningen, deurcontrolesystemen en uitgangen; deuren, glas- en deursystemen en accessoires; elektronische beveiligingsproducten en toegangscontrolesystemen, inclusief tijdregistratie, aanwezigheid en productiviteit van werknemers; en sloten, vergrendelingen, draagbare sloten en sleutelsystemen.
Allegion plc Samenvatting
| ALLE fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$13.48b |
| Inkomsten(TTM) | US$658.60m |
| Inkomsten(TTM) | US$4.29b |
20.3x
Koers/Winstverhouding3.1x
P/S-verhoudingIs ALLE overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ALLE resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$4.29b |
| Kosten van inkomsten | US$2.37b |
| Brutowinst | US$1.92b |
| Overige uitgaven | US$1.26b |
| Inkomsten | US$658.60m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 7.74 |
| Brutomarge | 44.80% |
| Nettowinstmarge | 15.36% |
| Schuld/Eigen Vermogen Verhouding | 95.9% |
Hoe presteerde ALLE op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.4%
Huidig dividendrendement28%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/30 16:22 |
| Aandelenkoers aan het einde van de dag | 2026/07/30 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Allegion plc wordt gevolgd door 19 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Timothy Wojs | Baird |
| Rizk Maidi | Berenberg |
| Steven Winoker | Bernstein |