Allison Transmission (ALSN)

• Market cap: $9.47B
• 1 day: 1.94%
• 5 days: -6.02%
• 1 month: -5.13%
• 3 months: 20.03%
• 6 months: 46.30%
• Year to date: 91.82%
• 1 year: 89.03%
• 5 years: 123.29%
• 10 years: 225.78%
• Sector: Consumer Discretionary
• Industry: Motor Vehicle Parts & Accessories

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 Q3 regulatory filings by fund managers ($100M+ AUM)

274% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $4.9M

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $6.43B [Q2] → $7.95B (+$1.52B) [Q3]

7% more funds holding

Funds holding: 449 [Q2] → 481 (+32) [Q3]

10% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 173

1.9% less ownership

Funds ownership: 96.79% [Q2] → 94.89% (-1.9%) [Q3]

8% less funds holding in top 10

Funds holding in top 10: 12 [Q2] → 11 (-1) [Q3]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $77 30% downside
• Avg. target: $105 4% downside
• High target: $130 19% upside

7 analyst ratings

• positive: 1 14%
• neutral: 4 57%
• negative: 2 29%

Morgan Stanley Angel Castillo 59% 1-year accuracy 10 / 17 met price target	2% upside $112	Equal-Weight Maintained	17 Dec 2024
Goldman Sachs Jerry Revich 53% 1-year accuracy 20 / 38 met price target	14% downside $94	Sell Maintained	12 Dec 2024
Citigroup Kyle Menges 29% 1-year accuracy 5 / 17 met price target	19% upside $130	Neutral Maintained	9 Dec 2024
B of A Securities Sherif El-Sabbahy 44% 1-year accuracy 4 / 9 met price target	30% downside $77	Underperform Maintained	30 Oct 2024
Oppenheimer Ian Zaffino 65% 1-year accuracy 20 / 31 met price target	5% upside $115	Outperform Maintained	30 Oct 2024