ALLISON TRANSMISSION HOLDINGS, INC.
At today's price, ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) is priced for -2.6% 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.
• Allison makes the fully automatic transmissions that go into commercial trucks, buses, and defense vehicles, and it does it at a roughly 22% operating margin with a return on equity near 29%, which is the economics of a dominant supplier rather than a typical parts maker. • This is a mature, cash-rich franchise being run for cash returns: the share count has fallen about 4% a year on steady buybacks, on top of a quarterly dividend, so per-share value rises even when volumes are flat. • The def
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540 institutional managers reported holding ALSN in 13F filings for the quarter ended 2026-03-31. 87 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 3.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.1 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.
ALSN has cut its share count 23.9% over the past five years, spending $1.43B on repurchases. It pays a dividend, and has paid one every year in our records (14 and counting), raised 6 years straight; the current rate is $1.08 a share annually. Cash returned over the past three years: $243.00M in dividends and $728.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ALSN over the trailing three years: 2025: 1 buy totaling $269k. 14 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.
ALSN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | +1.7% | +0.4% |
| 2023-10-27 | -10.8% | +12.1% |
| 2024-02-15 | +11.6% | +10.7% |
| 2024-04-27 | -6.9% | +1.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ALSN's latest 8-K filings: 2026-06-16 (items 1.01, 7.01, 9.01); 2026-05-08 (items 5.02, 5.07); 2026-05-04 (items 2.02, 9.01); 2026-02-23 (items 2.02, 9.01); 2026-01-02 (items 1.01, 2.01, 2.03, 5.02, 7.01, 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
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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.