Allison TransmissionALSN
ALSN
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: 4,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
154% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 37
104% more call options, than puts
Call options by funds: $13M | Put options by funds: $6.35M
9% more capital invested
Capital invested by funds: $8B [Q3] → $8.76B (+$759M) [Q4]
9% more funds holding in top 10
Funds holding in top 10: 11 [Q3] → 12 (+1) [Q4]
8% more funds holding
Funds holding: 484 [Q3] → 521 (+37) [Q4]
1.92% less ownership
Funds ownership: 95.5% [Q3] → 93.58% (-1.92%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 195
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$94
7%
downside
Avg. target
$107
6%
upside
High target
$115
14%
upside
3 analyst ratings
0 positive
0%
2 neutral
67%
1 negative
33%
Citigroup Kyle Menges 54% 1-year accuracy 14 / 26 met price target | 14%upside $115 | Neutral Maintained | 12 Feb 2025 |
Morgan Stanley Angel Castillo 63% 1-year accuracy 12 / 19 met price target | 11%upside $112 | Equal-Weight Maintained | 17 Dec 2024 |
Goldman Sachs Jerry Revich 34% 1-year accuracy 11 / 32 met price target | 7%downside $94 | Sell Maintained | 12 Dec 2024 |
Financial journalist opinion
Based on 20 articles about ALSN published over the past 30 days
Neutral
PRNewsWire
1 day ago
Allison Transmission Announces 8% Increase to Quarterly Dividend, $1 Billion Increase to Stock Repurchase Authorization and the Annual Stockholders Meeting and Record Date
INDIANAPOLIS , Feb. 20, 2025 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN), a leading designer and manufacturer of conventional and electrified vehicle propulsion solutions and the largest global manufacturer of medium- and heavy-duty fully automatic transmissions for commercial and defense vehicles, announced today that its Board of Directors has approved an increase in the Company's quarterly dividend from $0.25 to $0.27 per share on the Company's common stock and has declared a cash dividend of $0.27 per share on the Company's common stock for the first quarter of 2025. Payment will be made on March 14 to stockholders of record at the close of business on March 3.
Positive
Seeking Alpha
1 week ago
Our Top 10 Dividend High-Growth Stocks - February 2025
This monthly article focuses on selecting high-growth dividend stocks with rapidly growing dividends rather than high current yields. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Positive
Zacks Investment Research
1 week ago
Allison Rises 32% in 6 Months: Here's Why You Should Buy the Stock
ALSN presents an attractive buying opportunity with strong growth, record sales and rising defense demand.
Positive
Zacks Investment Research
1 week ago
Allison Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
ALSN reports better-than-expected fourth-quarter results and expects 2025 net sales in the band of $3.2-$3.3 billion compared with $3.23 billion reported in 2024.
Neutral
Seeking Alpha
1 week ago
Allison Transmission Holdings, Inc. (ALSN) Q4 2024 Earnings Call Transcript
Allison Transmission Holdings, Inc. (NYSE:ALSN ) Q4 2024 Earnings Conference Call February 11, 2025 5:00 PM ET Corporate Participants Jacalyn Bolles - Executive Director, Treasury and Investor Relations David Graziosi - Chair and Chief Executive Officer Frederick Bohley - Chief Operating Officer, Chief Financial Officer and Treasurer Conference Call Participants Tami Zakaria - JP Morgan Tim Thein - Raymond James Kyle Menges - Citigroup Rob Wertheimer - Melius Research Ian Zaffino - Oppenheimer & Company Angel Castillo - Morgan Stanley Luke Junk - Baird Jerry Revich - Goldman Sachs Sherif El-Sabbahy - Bank of America Operator Good afternoon, thank you for standing by. Welcome to Allison Transmissions' Fourth Quarter 2024 Earnings Conference Call.
Positive
Zacks Investment Research
1 week ago
Here's What Key Metrics Tell Us About Allison Transmission (ALSN) Q4 Earnings
The headline numbers for Allison Transmission (ALSN) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 week ago
Allison Transmission (ALSN) Beats Q4 Earnings and Revenue Estimates
Allison Transmission (ALSN) came out with quarterly earnings of $2.01 per share, beating the Zacks Consensus Estimate of $1.93 per share. This compares to earnings of $1.91 per share a year ago.
Neutral
PRNewsWire
1 week ago
Allison Transmission Announces Record Fourth Quarter and Full Year 2024 Results
Record fourth quarter net sales of $796 million, leading to all-time high full year net sales of $3.2 billion Record full year diluted EPS of $8.31, up 12% year over year INDIANAPOLIS , Feb. 11, 2025 /PRNewswire/ -- Allison Transmission Holdings Inc. (NYSE: ALSN) today reported all-time high full year net sales of $3.2 billion, increasing 6 percent from 2023. Diluted EPS for the year increased 12 percent year over year to a record $8.31.
Neutral
PRNewsWire
1 week ago
Allison Awarded New Contract to Provide Propulsion Solution for Turkish Armed Forces Next Generation Vehicle
INDIANAPOLIS , Feb. 10, 2025 /PRNewswire/ -- Allison Transmission today announced that the company will continue its partnership with HST Otomotiv, Allison's licensed manufacturer in Turkey, on a phase two contract to provide the Allison X1100-5A4 cross-drive transmission for the Next Generation T-155 Firtina 155 mm Self-Propelled Howitzer for the Turkish Armed Forces. This agreement builds upon the success of Phase 1 and is one of several growth opportunities expected to drive $100 million of incremental annual revenue in Allison's Defense end market.
Positive
Zacks Investment Research
1 week ago
Here's Why Allison Transmission (ALSN) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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