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 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings 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]
13% more capital invested
Capital invested by funds: $8B [Q3] → $9.06B (+$1.06B) [Q4]
10% more funds holding
Funds holding: 484 [Q3] → 533 (+49) [Q4]
1.27% more ownership
Funds ownership: 95.49% [Q3] → 96.76% (+1.27%) [Q4]
8% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 195
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
13%
upside
Avg. target
$113
16%
upside
High target
$115
18%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
JP Morgan Tami Zakaria 40% 1-year accuracy 14 / 35 met price target | 13%upside $110 | Neutral Maintained | 18 Mar 2025 |
Citigroup Kyle Menges 37% 1-year accuracy 10 / 27 met price target | 18%upside $115 | Neutral Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 8 articles about ALSN published over the past 30 days
Neutral
PRNewsWire
3 days 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 week 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 week 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
3 weeks 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
3 weeks 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
4 weeks 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
4 weeks 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.
Neutral
MarketBeat
4 weeks ago
Massive Buybacks: 3 Stocks Returning Big Cash to Shareholders
When it comes to share buyback authorizations, not all programs create equal value. A $1 billion repurchase program can have a very different impact depending on the size of the company authorizing it.
Positive
Zacks Investment Research
1 month ago
Allison Boosts Payouts & Buybacks: Is it Time to Buy the Stock Now?
Commercial-duty transmission manufacturer Allison Transmission ALSN recently hiked its first-quarter 2025 dividend by 8% to 27 cents, which will be paid out on March 14 to shareholders of record as of March 3. This translates to a dividend yield of 1%, which might not be too tempting but is indeed sustainable with a payout ratio of around 12%.
Neutral
PRNewsWire
1 month 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.
Charts implemented using Lightweight Charts™