Allison TransmissionALSN
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
95% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 41
24% more capital invested
Capital invested by funds: $6.46B [Q2] → $8B (+$1.55B) [Q3]
7% more funds holding
Funds holding: 449 [Q2] → 482 (+33) [Q3]
10% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 173
1.74% less ownership
Funds ownership: 97.24% [Q2] → 95.5% (-1.74%) [Q3]
8% less funds holding in top 10
Funds holding in top 10: 12 [Q2] → 11 (-1) [Q3]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Citigroup Kyle Menges 58% 1-year accuracy 14 / 24 met price target | 0%upside $120 | Neutral Maintained | 14 Jan 2025 |
Morgan Stanley Angel Castillo 53% 1-year accuracy 8 / 15 met price target | 6%downside $112 | Equal-Weight Maintained | 17 Dec 2024 |
Goldman Sachs Jerry Revich 49% 1-year accuracy 18 / 37 met price target | 21%downside $94 | Sell Maintained | 12 Dec 2024 |
B of A Securities Sherif El-Sabbahy 38% 1-year accuracy 3 / 8 met price target | 36%downside $77 | Underperform Maintained | 30 Oct 2024 |
Oppenheimer Ian Zaffino 68% 1-year accuracy 21 / 31 met price target | 4%downside $115 | Outperform Maintained | 30 Oct 2024 |
Financial journalist opinion
Based on 10 articles about ALSN published over the past 30 days
