Allison TransmissionALSN
Market Cap: $7.51B
About: Allison Transmission is the largest manufacturer of fully automatic transmissions for commercial vehicles. The company's automatic transmissions allow customers to achieve better fuel and operator efficiency than less expensive manual and automated manual transmissions. Allison serves several end markets, including on- and off-highway equipment and military vehicles. Its on-highway business has about 60% global market share. The company's transmissions can be found in Class 4-8 trucks, buses, and a limited number of large passenger vehicles (heavy-duty pickup trucks and motor homes). Allison also produces electric hybrid propulsion systems and is developing e-powertrains.
Employees: 3,700
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
34% more call options, than puts
Call options by funds: $8.3M | Put options by funds: $6.21M
9% more funds holding in top 10
Funds holding in top 10: 11 [Q1] → 12 (+1) [Q2]
0.11% less ownership
Funds ownership: 95.87% [Q1] → 95.75% (-0.11%) [Q2]
1% less funds holding
Funds holding: 448 [Q1] → 445 (-3) [Q2]
6% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 52
8% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 173
6% less capital invested
Capital invested by funds: $6.78B [Q1] → $6.36B (-$420M) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Goldman Sachs Jerry Revich 50% 1-year accuracy 16 / 32 met price target | 16%downside $72 | Sell Maintained | 29 Jul 2024 |
Baird Luke Junk 45% 1-year accuracy 5 / 11 met price target | 4%upside $90 | Neutral Maintained | 26 Jul 2024 |
Raymond James Tim Thein 71% 1-year accuracy 5 / 7 met price target | 1%downside $85 | Outperform Initiated | 28 Jun 2024 |
Citigroup Kyle Menges 80% 1-year accuracy 4 / 5 met price target | 7%downside $80 | Neutral Initiated | 26 Jun 2024 |
Financial journalist opinion
Based on 4 articles about ALSN published over the past 30 days