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 7,407 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
168% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 37
104% more call options, than puts
Call options by funds: $13M | Put options by funds: $6.35M
18% more funds holding in top 10
Funds holding in top 10: 11 [Q3] → 13 (+2) [Q4]
14% more capital invested
Capital invested by funds: $7.97B [Q3] → $9.06B (+$1.09B) [Q4]
10% more funds holding
Funds holding: 484 [Q3] → 533 (+49) [Q4]
1.68% more ownership
Funds ownership: 95.07% [Q3] → 96.75% (+1.68%) [Q4]
9% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 196
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$94
6%
upside
Avg. target
$99
12%
upside
High target
$110
24%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
Morgan Stanley Angel Castillo 50% 1-year accuracy 12 / 24 met price target | 6%upside $94 | Equal-Weight Maintained | 16 Apr 2025 |
Baird Luke Junk 27% 1-year accuracy 4 / 15 met price target | 13%upside $100 | Neutral Maintained | 15 Apr 2025 |
Raymond James Tim Thein 31% 1-year accuracy 4 / 13 met price target | 24%upside $110 | Outperform Maintained | 14 Apr 2025 |
JP Morgan Tami Zakaria 26% 1-year accuracy 9 / 35 met price target | 10%upside $98 | Neutral Maintained | 11 Apr 2025 |
Citigroup Kyle Menges 30% 1-year accuracy 11 / 37 met price target | 7%upside $95 | Neutral Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 4 articles about ALSN published over the past 30 days
Neutral
PRNewsWire
18 hours ago
Allison Transmission Schedules First Quarter 2025 Earnings Conference Call
INDIANAPOLIS , April 18, 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, today announced that it will hold its first quarter 2025 financial results conference call at 5:00 p.m. EDT on Thursday, May 1, 2025.
Positive
Zacks Investment Research
1 day ago
Allison Transmission (ALSN) to Report Q1 Results: Wall Street Expects Earnings Growth
Allison Transmission (ALSN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
1 week ago
Allison Transmission Announces Scott Mell as New Chief Financial Officer
INDIANAPOLIS , April 10, 2025 /PRNewswire/ -- Allison Transmission (ALSN), a leading designer and manufacturer of commercial and defense vehicle propulsion solutions, announces the appointment of Scott Mell as its new Chief Financial Officer (CFO) and Treasurer, effective April 14, 2025. This announcement follows the June 2024 appointment of Fred Bohley to Chief Operating Officer (COO), who continued to serve as CFO and Treasurer while the company sought a successor.
Neutral
PRNewsWire
3 weeks ago
Allison Transmission Expands Service Network Across Japan and West Africa
Service channel expansion ensures Allison delivers the Allison Brand Promise to rapidly increasing fielded population outside North America. INDIANAPOLIS , March 25, 2025 /PRNewswire/ -- Allison Transmission is pleased to announce the expansion of its service network across Japan and West Africa, underscoring its commitment to delivering global customer support and service accessibility to the increasing fielded population of customers and applications using Allison propulsion solutions outside North America.
Neutral
PRNewsWire
1 month ago
Daimler Truck North America Selects Allison's FuelSense® 2.0 Neutral at Stop Technology for Freightliner and Western Star Trucks
INDIANAPOLIS , March 18, 2025 /PRNewswire/ -- Allison Transmission today announced that Daimler Truck North America LLC (DTNA) has standardized Allison's FuelSense® 2.0 Neutral at Stop technology for Freightliner and Western Star trucks. This feature is exclusively available on trucks equipped with Allison transmissions.
Positive
Seeking Alpha
1 month ago
Our Top 10 Dividend High Growth Stocks - March 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.
Neutral
Zacks Investment Research
1 month ago
3 Original Auto Equipment Stocks to Consider Amid High Tariffs
Amid tariff-related uncertainty, auto equipment stocks like AXL, ALSN & ADNT are set to gain from their expanding footprints, acquisitions and continued innovation.
Positive
Seeking Alpha
1 month ago
A Buy Rating For Allison Transmission With Modest Growth Expected In 2025
Allison Transmission Holdings, Inc. is rated a Buy despite the recent share price drop, with expected EPS growth of 7.5% and solid business fundamentals. The company boasts a century of experience, a strong brand, an extensive distributor network, and technological advantages, providing a medium moat in a competitive industry. Record Q4 net sales and full-year EPS, increased dividends, and a $1 billion share buyback signal confidence in future growth and profitability.
Positive
Seeking Alpha
1 month ago
31 Upcoming Dividend Increases, Including 3 Kings
This week sees 31 dividend increases, including three Dividend Kings: Genuine Parts, Commerce Bancshares, and Kimberly-Clark, showcasing impressive financial stability and growth. My investment strategy prioritizes companies with consistently rising dividends and outperforming benchmarks, aiming for long-term wealth accumulation and portfolio prosperity. I use data from the "U.S. Dividend Champions" spreadsheet and NASDAQ to identify companies with at least five years of dividend growth.
Positive
Seeking Alpha
1 month ago
Allison Transmission: Long-Term Looks Promising, But Uncertain For Now
Allison Transmission Holdings, Inc.'s FY24 results show steady sales growth and strong operational efficiency despite rising input costs, highlighting management's adeptness in maintaining profitability. The company's impressive ROA and ROE, along with a solid balance sheet, indicate robust financial health and efficient asset utilization. Key growth drivers include North American on-highway demand, defense sector expansion, and innovations in electrification despite market uncertainties and potential tariff impacts.
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