Allegion plc
At today's price, Allegion plc (ALLE) is priced for +7.3% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Allegion makes the locks, exit devices, and door hardware that get written into building specifications by architects and code, which is why a roughly 20% operating margin and a 30% return on equity sit on a business most people never think about. • The biggest near-term risk is self-inflicted: a software-system changeover in a legacy international mechanical business disrupted production and pulled first-quarter 2026 adjusted operating margin down 150 basis points, even as revenue grew nearly
Is ALLE overvalued? See what's priced in →
740 institutional managers reported holding ALLE in 13F filings for the quarter ended 2026-03-31. 69 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 4.1M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ALLE has cut its share count 4.3% over the past five years, spending $674.50M on repurchases. It pays a dividend, and has paid one every year in our records (12 and counting), raised 11 years straight; the current rate is $2.04 a share annually. Cash returned over the past three years: $469.10M in dividends and $380.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ALLE over the trailing three years: 2023: 1 buy totaling $2.04M; 2024: 5 buys totaling $3.19M; 2025: 2 buys totaling $1.27M; 2026: 3 buys totaling $299k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ALLE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | -9.1% | -9.7% |
| 2023-11-01 | +1.2% | +22.8% |
| 2024-02-21 | -1.0% | -3.5% |
| 2024-04-26 | -2.1% | -4.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ALLE's latest 8-K filings: 2026-06-09 (items 5.07); 2026-04-28 (items 2.02, 9.01); 2026-04-15 (items 8.01); 2026-02-17 (items 2.02, 9.01); 2025-12-09 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.