Pinnbrook Capital Management LP Takes Position in Allison Transmission Holdings, Inc. $ALSN
Pinnbrook Capital Management LP initiated a new position in Allison Transmission Holdings, Inc. during the fourth quarter, acquiring over 40,000 shares valued at approximately $3.93 million. This comes as Allison Transmission reported strong first-quarter earnings, surpassing analyst expectations with an EPS of $2.57 and an 83.6% year-over-year revenue increase to $1.41 billion. The company also declared a quarterly dividend of $0.29 per share, reflecting an annualized yield of about 1.1%.
Allison Transmission and UAW Extend Labor Agreement
Allison Transmission Holdings Inc. announced an extension of its labor agreement with United Auto Workers (UAW) Local 933. The agreement, originally set to expire on November 14, has been prolonged until November 21 to allow for continued negotiations. UAW Local 933 represents approximately 1,500 employees at Allison Transmission locations in Indianapolis.
Allison Transmission (ALSN) Is Down 5.8% After Mixed Q1 Results And Accretive Acquisition Outlook - Has The Bull Case Changed?
Allison Transmission (ALSN) reported mixed Q1 2026 results with a nearly 6% stock drop, despite sales rising to US$1,406 million. The company reaffirmed its full-year 2026 guidance, expecting its Allison Off-Highway acquisition to be accretive to net income and EPS, even after over US$100 million in one-time expenses. While the reaffirmed guidance supports the acquisition's near-term integration, the sharp decline in quarterly net income highlights execution and margin risks.
Arbejdsmarkedets Tillaegspension Invests $24.30 Million in Allison Transmission Holdings, Inc. $ALSN
Arbejdsmarkedets Tillaegspension has made a significant investment in Allison Transmission Holdings, Inc., purchasing 248,175 shares valued at approximately $24.3 million. This comes as Allison Transmission reported strong quarterly earnings, exceeding analyst expectations with an EPS of $2.57 and revenue of $1.41 billion. The company also announced a quarterly dividend of $0.29 per share, and institutional investors collectively own 96.90% of the stock.
Should You Buy Allison Transmission Holdings, Inc. (NYSE:ALSN) For Its Upcoming Dividend?
Allison Transmission Holdings, Inc. (NYSE:ALSN) is set to trade ex-dividend soon, offering shareholders US$0.29 per share. The company demonstrates strong dividend sustainability, paying out only 17% of its profits and 15% of its free cash flow, alongside robust earnings growth of 20% annually over the last five years. With consistent dividend increases and conservative payout ratios, ALSN appears to be an attractive option for investors focused on dividends and growth.
Allison Transmission (NYSE: ALSN) CFO sells 2,270 shares at $125 after option exercise
Allison Transmission's CFO, Scott A. Mell, exercised employee stock options for 1,337 shares and subsequently sold 2,270 shares at $125 per share. After these transactions, Mell directly holds 1,053 shares. The filing indicates a net sale of shares, described as a routine liquidity move rather than a significant market signal.
Allison Transmission shareholders approve board, auditor and executive pay at annual meeting
Allison Transmission Holdings Inc. shareholders approved all proposals at their annual meeting, including the election of its directors, the appointment of its independent auditor, and the compensation of its named executive officers. The company's Class B common stock, held primarily by the private equity firms Carlyle Group and Onex Partners, was converted to common stock in 2013, eliminating the need for a separate Class B election.
Allison Transmission Announces Vice President Retirement, Successor
Allison Transmission Holdings Inc. announced the retirement of James Wanaselja, Vice President of North American marketing, sales, and service, effective April 1. Michael Headly has been promoted to Senior Vice President of global marketing, sales, and service, taking on Wanaselja's responsibilities in addition to his previous role, due to his instrumental contributions to the company's global success. Chairman, President, and CEO Lawrence Dewey expressed gratitude for Wanaselja's leadership and confidence in Headly's ability to drive future growth.
MADDEN SECURITIES Corp Acquires New Position in Allison Transmission Holdings, Inc. $ALSN
MADDEN SECURITIES Corp has initiated a new position in Allison Transmission Holdings, Inc. (NYSE:ALSN), purchasing shares valued at approximately $2.28 million in the fourth quarter. This move comes as Allison Transmission reported strong financial results, surpassing earnings and revenue estimates, and announced a quarterly dividend. Analysts currently maintain a "Hold" rating on the stock with an average target price of $115.38.
Allison Transmission Shareholders Approve Board, Auditor and Executive Pay at Annual Meeting
Allison Transmission held its 2026 Annual Meeting of Stockholders virtually, where shareholders approved all three proposals. These approvals included the election of nine directors, the ratification of PricewaterhouseCoopers LLP as the independent auditor, and an advisory vote on executive compensation. The company will file the final voting results on a Form 8-K with the SEC within four business days.
Allison Transmission Highlights Governance Stability and Executive Retention
Allison Transmission Holdings (ALSN) recently enhanced executive severance protections for its Chief Legal Officer, Eric C. Scroggins, signaling a focus on leadership retention and continuity. Shareholders also re-elected nine directors and ratified PricewaterhouseCoopers LLP as independent auditor, approving the company's governance and compensation practices. Analysts currently rate ALSN as a Hold with a $140.00 price target, while TipRanks' AI Analyst suggests an Outperform rating due to strong profitability and cash generation despite some market challenges.
Allison Transmission Shareholders Approve Board, Auditor and Executive Pay at Annual Meeting
Allison Transmission shareholders approved key management proposals at their 2026 Annual Meeting. These approvals included the election of nine directors for one-year terms, the ratification of PricewaterhouseCoopers LLP as the independent auditor, and a non-binding advisory vote on executive compensation. All proposals passed with a majority of votes in favor.
Allison Transmission Shareholders Approve Board, Auditor and Executive Pay at Annual Meeting
Allison Transmission (NYSE: ALSN) shareholders approved all three management proposals at the company's 2026 Annual Meeting, including the election of nine directors, the ratification of PricewaterhouseCoopers LLP as the independent auditor for 2026, and a non-binding advisory vote on executive compensation. All director nominees were elected to one-year terms and received more votes in favor than against, and both the auditor ratification and executive compensation proposals passed with majority votes. The company anticipates filing the final voting results with the SEC on a Form 8-K within four business days.
Allison Transmission (NYSE: ALSN) details shareholder votes and exec severance tier
Allison Transmission Holdings, Inc. (NYSE: ALSN) has updated its executive severance arrangements, designating Chief Legal Officer Eric C. Scroggins as a Tier 1 participant in its Executive Change in Control and Severance Plan. The company also announced the results of its annual shareholder meeting, where all nine director nominees were elected, the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm was ratified, and an advisory vote on executive compensation was approved.
Allison Transmission (NYSE: ALSN) director awarded 1,503 deferred stock units
Allison Transmission director Carolann I. Haznedar was granted 1,503 Deferred Stock Units (DSUs) as part of her annual equity compensation, with each DSU equivalent to one share of common stock valued at $123.02. These DSUs will vest on the date of the next annual stockholder meeting and become payable upon her separation from service or a change in control, either in common stock or cash. Following this award, Haznedar directly holds 23,312 DSUs, which accrue dividend equivalents.
Allison Transmission (NYSE: ALSN) director receives 1,503 deferred stock units
Allison Transmission director David C. Everitt was granted 1,503 deferred stock units (DSUs) as part of his annual board compensation, with each DSU being economically equivalent to one share of common stock and valued at $123.02. This transaction increases his total DSU holdings to 36,131. The DSUs vest at the next annual stockholder meeting and become payable upon his separation from service or a change in control, also earning dividend equivalents.
Analysts Offer Insights on Consumer Cyclical Companies: Allison Transmission Holdings (ALSN), Aurora Innovation (AUR) and Flight Centre Travel Group Limited (OtherFGETF)
Analysts from J.P. Morgan, TD Cowen, and Jefferies have provided insights on several consumer cyclical companies. Allison Transmission Holdings (ALSN) received a Hold rating, Aurora Innovation (AUR) a Hold rating with a Moderate Buy consensus, and Flight Centre Travel Group Limited (FGETF) a Buy rating with a Strong Buy consensus. The report details specific price targets and analyst success rates for each company.
Danske Bank A S Sells 11,300 Shares of Allison Transmission Holdings, Inc. $ALSN
Danske Bank A/S significantly reduced its stake in Allison Transmission Holdings, Inc. by selling 11,300 shares in Q4, retaining 900 shares valued at $88,000. This comes as Allison Transmission reported strong quarterly earnings, surpassing expectations, and announced a quarterly dividend. Institutional investors hold a substantial 96.90% of the company’s stock, while analysts maintain a "Hold" consensus rating with an average price target of $115.38.
Allison Transmission Holdings Inc 1Q 2026: Revenue $1.41B, EPS $1.33— 10-Q Summary
Allison Transmission Holdings Inc. reported first-quarter 2026 results with a significant increase in consolidated revenue to $1.41 billion, largely due to the integration of the Dana off-highway business acquisition. Despite the revenue growth, net income and diluted EPS saw a decline compared to the previous year, primarily attributed to integration-related costs. The company's business highlights include expanding its product breadth and global off-highway presence, alongside diversifying its end-market exposure with growth in Defense and service parts.
Allison Transmission Holdings, Inc. Declares Quarterly Dividend of $0.29 (NYSE:ALSN)
Allison Transmission Holdings, Inc. (NYSE:ALSN) has declared a quarterly dividend of $0.29 per share, payable on May 29th to shareholders of record on May 18th. This represents an annualized dividend of $1.16 and a dividend yield of 0.9%, with a low payout ratio of 11.5% indicating strong coverage by earnings. The company recently exceeded Q1 earnings estimates, reporting $2.57 EPS against an expected $2.10, and revenue increased 83.6% year-over-year to $1.41 billion.
Allison Transmission Keeps Quarterly Dividend at $0.29 a Share, Payable on May 29 to Shareholders of Record on May 18
Allison Transmission Holdings, Inc. announced that it will maintain its quarterly dividend at $0.29 per share. This dividend is scheduled to be paid on May 29, 2026, to shareholders who are on record as of May 18, 2026. The company specializes in high-performance mobility and work solutions for various vital sectors like infrastructure and transportation.
Allison Declares Quarterly Dividend
Allison Transmission Holdings Inc. (NYSE: ALSN) has announced that its Board of Directors declared a quarterly cash dividend of $0.29 per share for the second quarter of 2026. The dividend will be paid on May 29, 2026, to shareholders of record as of May 18, 2026. The company, a global leader in high-performance mobility solutions, emphasized that future dividends are subject to the Board's discretion based on financial performance and other factors.
Allison Transmission Sees Q1 Net Sales Up 84% YOY
Allison Transmission Holdings Inc. reported a significant increase in Q1 net sales, up 84% year-over-year to $1,406 million, primarily due to the acquisition of the Allison Off-Highway business unit. Despite a decrease in net income driven by acquisition-related costs, the company achieved an adjusted diluted EPS of $2.57 and an adjusted EBITDA margin of 26%, demonstrating strong operational performance and commitment to shareholder returns. The company is confident in its long-term growth strategy and synergy capture targets.
Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: thredUP (TDUP), Allison Transmission Holdings (ALSN) and Coupang (CPNG)
This article examines analyst ratings for three consumer cyclical stocks: thredUP (TDUP), Allison Transmission Holdings (ALSN), and Coupang (CPNG). thredUP received a reiterated Hold rating from Needham, despite a Strong Buy consensus. Allison Transmission Holdings was maintained as a Hold by Wells Fargo, with a generally Hold consensus, while Coupang received a Sell rating from Bernstein, though its overall consensus is Moderate Buy.
Allison Transmission Holdings reports Q1 2026: Revenue $1,406M, Adj. EBITDA $362M, Adj. diluted EPS $2.57
Allison Transmission Holdings announced strong first-quarter 2026 results, with net sales reaching $1,406 million and adjusted diluted EPS at $2.57. These figures include the newly acquired Allison Off-Highway business, which significantly contributed to sales while also influencing segment operating loss due to acquisition-related impacts. The company reaffirmed its full-year 2026 guidance, demonstrating confidence in continued performance.
Allison Transmission Holdings Q1 2026: $2.57 EPS Tops Estimates — Deep Dive
Allison Transmission Holdings reported Q1 2026 adjusted EPS of $2.57, significantly beating estimates, though revenue only slightly exceeded expectations. Despite headline growth, the company experienced substantial margin erosion, with net income falling year-over-year while revenue surged primarily due to the acquisition of the Allison Off-Highway segment. The analysis highlights concerns about integration costs, cash flow deterioration, and the underlying contraction of the core transmission business, masked by the acquisition's impact.
The Bull Case For Allison Transmission (ALSN) Could Change Following Surging Sales But Lower Quarterly Earnings
Allison Transmission Holdings (ALSN) reported a strong increase in Q1 2026 sales to US$1,406 million, but net income and diluted earnings per share declined to US$112 million and US$1.33 respectively. This contrast between revenue growth and lower profitability, coupled with Vanguard Capital Management disclosing a significant stake, prompts a re-evaluation of the company's existing investment narrative, focusing on margin resilience and integration execution amidst electrification and market challenges. The article highlights that while the company projects significant revenue and earnings growth by 2029, the recent margin compression raises questions about achieving these targets.
[8-K] Allison Transmission Holdings Inc Reports Material Event
Allison Transmission Holdings (ALSN) reported robust Q1 2026 net sales of $1,406 million, an 84% year-over-year increase, primarily due to the acquisition of the Allison Off-Highway business unit. Despite a decline in GAAP net income to $112 million due to integration costs, adjusted diluted EPS rose to $2.57, and the company reaffirmed its full-year 2026 guidance, expecting strong adjusted EBITDA and free cash flow. The company emphasized its strategic rationale, strong cash generation, and commitment to shareholder returns.
Allison Transmission Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:ALSN)
Allison Transmission Holdings, Inc. (ALSN) released its Q1 2026 earnings, reporting an EPS of $2.57, which beat estimates by $0.47, and revenue of $1.41 billion, surpassing expectations by $25.68 million with 83.55% year-over-year growth. The company published a slide deck for its earnings call discussing these results.
Allison Announces First Quarter 2026 Results
Allison Transmission Holdings Inc. (NYSE: ALSN) reported its first quarter 2026 financial results, achieving net sales of $1,406 million and an adjusted EBITDA margin of 26 percent. The company generated $156 million in net cash from operating activities. Despite beating Q1 earnings, a revenue miss prevented a rally.
Allison Transmission: Q1 Earnings Snapshot
Allison Transmission Holdings Inc. reported first-quarter earnings of $112 million, or $1.33 per share, with adjusted earnings reaching $2.57 per share. The company exceeded Street forecasts with revenue of $1.41 billion and anticipates full-year revenue between $5.58 billion and $5.93 billion. Shares have risen 33% year-to-date, closing at $130 on Monday.
Vanguard Group Inc. Has $838.31 Million Stock Holdings in Allison Transmission Holdings, Inc. $ALSN
Vanguard Group Inc. reduced its stake in Allison Transmission Holdings, Inc. by 1.3% in Q4, but still holds 8,562,872 shares valued at $838.31 million, representing 10.29% of the company. The stock has a "Hold" consensus rating with a $114.13 price target, and Allison recently increased its quarterly dividend to $0.29 per share. Several other institutional investors also adjusted their holdings in the company.
Allison Transmission Holdings, Inc. $ALSN Shares Acquired by UBS Group AG
UBS Group AG increased its stake in Allison Transmission Holdings, Inc. by 30.4% in the fourth quarter, now holding 1.50% of the company valued at approximately $122.59 million. Several analysts have raised their price targets for ALSN, though the consensus remains a "Hold" with an average price target of $114.13. The company also increased its quarterly dividend to $0.29 per share, and an insider sold 1,313 shares in March.
Allison Transmission Holdings, Inc. (NYSE:ALSN) Receives Average Rating of "Hold" from Brokerages
Allison Transmission Holdings, Inc. (NYSE:ALSN) has received a consensus "Hold" rating from ten brokerages, with an average 12-month price target of $114.13. Recent analyst reports show mixed price objective updates, while institutional investors hold roughly 96.9% of the stock. Insider selling by Eric C. Scroggins was reported, and the company recently increased its quarterly dividend.
Allison Transmission Holdings Q1 2026 earnings preview
This article provides an earnings preview for Allison Transmission Holdings' Q1 2026 financial results. Since the original content was not provided, specific details about analyst expectations, key financial metrics, or forward-looking statements cannot be included in the summary.
Vanguard Capital Management (ALSN) reports 5.22% ownership of Allison Transmission
Vanguard Capital Management has reported a 5.22% beneficial ownership stake in Allison Transmission Holdings Inc. as of March 31, 2026. This ownership, totaling 4,340,063 shares, grants Vanguard sole dispositive power over all shares and sole voting power for 626,368 shares. The Schedule 13G filing, signed by Ashley Grim, indicates that these holdings include securities managed by Vanguard funds and other affiliated accounts.
Vest Financial LLC Purchases 10,824 Shares of Allison Transmission Holdings, Inc. $ALSN
Vest Financial LLC increased its stake in Allison Transmission Holdings, Inc. by 20.8%, purchasing an additional 10,824 shares to now own 62,772 shares valued at approximately $6.145 million. Simultaneously, several other institutional investors also significantly boosted their holdings in the auto parts company. Allison Transmission recently raised its quarterly dividend to $0.29 per share, and the stock is largely institutionally owned with an average analyst rating of "Hold" and a target price of $114.13.
Vanguard reports 4.21M shares in Allison Transmission (NYSE: ALSN)
Vanguard Portfolio Management has reported a beneficial ownership of 4,210,532 shares of Allison Transmission Holdings Inc Common Stock, representing 5.06% of the class. This disclosure, made via a Schedule 13G filing, indicates a passive, institutional-long position across Vanguard funds and managed accounts. While Vanguard holds significant dispositive power over these shares, its sole voting power is limited to 21,621 shares.
Allison Transmission Holdings (ALSN) price target increased by 10.96% to 111.60
This article reports that the price target for Allison Transmission Holdings (ALSN) has been increased by 10.96% to $111.60. No additional details are provided regarding the reasons for this target increase or the specific entity that revised the target.
Polaris Capital Management LLC Trims Stock Position in Allison Transmission Holdings, Inc. $ALSN
Polaris Capital Management LLC reduced its stake in Allison Transmission Holdings, Inc. (NYSE:ALSN) by 11.4% in the fourth quarter of 2025, selling 34,500 shares. The fund now owns 268,600 shares, valued at approximately $26.3 million, making it their 23rd largest holding. Despite this trimming, other institutional investors have increased their positions in ALSN, and the company recently increased its quarterly dividend to $0.29 per share.
Solidarity Wealth LLC Has $28.13 Million Holdings in Allison Transmission Holdings, Inc. $ALSN
Solidarity Wealth LLC increased its stake in Allison Transmission Holdings, Inc. ($ALSN) by 3.3% to 287,285 shares, valued at $28.13 million, making it their sixth-largest holding. Institutional investors collectively own 96.90% of Allison, with several large funds significantly boosting their positions. Allison Transmission has a market capitalization of $11.28 billion, an 18.5 P/E ratio, and recently raised its quarterly dividend to $0.29 per share.
Allison Transmission Holdings, Inc. $ALSN Shares Acquired by Caprock Group LLC
Caprock Group LLC significantly increased its stake in Allison Transmission Holdings, Inc. (NYSE:ALSN) by 191.5% in the fourth quarter, now holding 26,051 shares valued at $2.55 million. Despite institutional interest, analysts maintain an average "Hold" rating with a target price below the current trading price. The company recently raised its quarterly dividend, and insider Eric C. Scroggins sold a portion of his shares.
Is Allison Transmission Holdings (ALSN) Still Attractive After A 252% Five Year Share Price Jump
Allison Transmission Holdings (ALSN) has seen a significant share price increase of 252% over five years. Despite this jump, two valuation methods by Simply Wall St suggest the stock may still be undervalued. A Discounted Cash Flow (DCF) analysis indicates a 41.5% discount, while a Price-to-Earnings (P/E) ratio comparison also points to undervaluation.
Allison Transmission Holdings, Inc. Common Stock (NY: ALSN)
This article provides a list of recent press releases and news headlines concerning Allison Transmission Holdings, Inc. (NYSE: ALSN) from December 2022 to June 2023. It covers topics such as partnerships, new product introductions, dividend declarations, financial results, and awards, showcasing the company's activities and performance during this period. The current stock price for ALSN is also listed at $135.96.
Allison Transmission stock hits all-time high of 131.01 USD By Investing.com
Allison Transmission Holdings Inc. (ALSN) stock reached an all-time high of $131.01, demonstrating a robust year-over-year return of 52.93% and a 58.18% gain over the past six months. Despite a recent mixed Q4 2025 earnings report, with EPS missing expectations but revenue exceeding forecasts, the stock appears undervalued according to InvestingPro, which also highlights the company's strong gross profit margin and six consecutive years of dividend increases.
Allison will release Q1 results after market close on May 4
Allison Transmission (ALSN) announced that it will host its first quarter 2026 earnings conference call on Monday, May 4, 2026, at 5:00 p.m. EDT. The company plans to release its Q1 2026 financial results after market close on the same day. Investors can access the call via webcast or dial-in, with replay options available until May 18.
Allison Transmission Holdings (NYSE:ALSN) Stock Forecast & Analyst Predictions
Allison Transmission Holdings (NYSE:ALSN) is forecast to grow earnings by 13.9% and revenue by 16.1% per annum, with EPS expected to grow by 15.8% annually. The company's future return on equity is projected to reach 31.7% in three years. Recent analyst commentary indicates a mix of confidence in execution and caution regarding market visibility, leading to varied price target adjustments.
Allison Transmission (NYSE: ALSN) CFO nets 1,986 shares after RSU vesting
Allison Transmission (NYSE: ALSN) CFO Scott A. Mell received 2,865 shares of common stock from the vesting of restricted stock units (RSUs) and dividend equivalent rights (DERs) on April 14, 2026. Of these, 879 shares were withheld by the company at $128.26 per share to cover tax obligations. Following these routine equity compensation transactions, Mell directly owns 1,986 shares of Allison Transmission common stock.
Allison Transmission Holdings stock (US01973R1014): Why its steady focus on transmission leadership
Allison Transmission Holdings (NYSE: ALSN) is a specialized leader in automatic transmissions for commercial vehicles, defense, and energy sectors, known for its strong market positions and high barriers to entry. The company demonstrates financial health through robust free cash flow, dividends, and strategic investments in electrification and hybrid systems. Its focus on precision engineering, stability from defense contracts, and a high-margin aftermarket business position it well for long-term investors despite market cyclicality and competition.
Allison Transmission Holdings stock (US01973R1014): Why its steady focus on transmission leadership
Allison Transmission Holdings (NYSE: ALSN) is highlighted as a specialized and dominant player in the automatic transmission market for commercial vehicles, defense, and energy sectors. The company's focus on precision engineering, strong market positions, and strategic investments in electrification and hybrid systems make it an attractive long-term investment. Despite cyclical industry risks, Allison's stable financial profile, high-margin aftermarket business, and consistent dividend payouts offer defensive growth for investors.
