Vanguard Group Inc. Decreases Stock Position in Allison Transmission Holdings, Inc. $ALSN

Vanguard Group Inc. cut its stake in Allison Transmission Holdings, Inc. (NYSE:ALSN) by 1.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,674,081 shares of the auto parts company’s stock after selling 142,834 shares during the quarter. Vanguard Group Inc. owned about 10.42% of Allison Transmission worth $736,256,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. M&T Bank Corp boosted its position in shares of Allison Transmission by 3.8% during the second quarter. M&T Bank Corp now owns 3,786 shares of the auto parts company’s stock valued at $360,000 after buying an additional 138 shares during the period. Westover Capital Advisors LLC lifted its stake in shares of Allison Transmission by 3.0% during the 2nd quarter. Westover Capital Advisors LLC now owns 5,166 shares of the auto parts company’s stock worth $491,000 after acquiring an additional 150 shares during the last quarter. Johnson Investment Counsel Inc. lifted its stake in shares of Allison Transmission by 0.6% during the 3rd quarter. Johnson Investment Counsel Inc. now owns 28,415 shares of the auto parts company’s stock worth $2,412,000 after acquiring an additional 156 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in Allison Transmission by 9.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,892 shares of the auto parts company’s stock valued at $180,000 after acquiring an additional 165 shares during the period. Finally, Verdence Capital Advisors LLC grew its position in Allison Transmission by 2.8% in the 3rd quarter. Verdence Capital Advisors LLC now owns 6,434 shares of the auto parts company’s stock valued at $537,000 after acquiring an additional 176 shares during the last quarter. 96.90% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. Morgan Stanley lifted their target price on Allison Transmission from $97.00 to $109.00 and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. Zacks Research upgraded shares of Allison Transmission from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Citigroup boosted their price objective on shares of Allison Transmission from $105.00 to $110.00 and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Wells Fargo & Company upped their target price on shares of Allison Transmission from $85.00 to $98.00 and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. lifted their price target on shares of Allison Transmission from $87.00 to $115.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, one has given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Allison Transmission presently has a consensus rating of “Hold” and a consensus target price of $102.00.

Allison Transmission Trading Down 1.5%

NYSE ALSN opened at $117.10 on Tuesday. Allison Transmission Holdings, Inc. has a one year low of $76.01 and a one year high of $119.48. The company has a debt-to-equity ratio of 1.30, a quick ratio of 3.06 and a current ratio of 3.82. The company has a market capitalization of $9.75 billion, a price-to-earnings ratio of 14.35, a price-to-earnings-growth ratio of 1.24 and a beta of 0.97. The company’s 50-day simple moving average is $107.89 and its two-hundred day simple moving average is $93.98.

Trending Headlines about Allison Transmission

Here are the key news stories impacting Allison Transmission this week:

• Positive Sentiment: Record full‑year performance and margin expansion — Allison reported full‑year net sales of ~$3.0B, full‑year adjusted EBITDA of $1,130M (37.5% margin) and net income of $623M; management highlighted strength in Defense (+26% YoY). Allison Transmission Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Quarterly revenue beat — Q4 net sales of $737M exceeded consensus (~$719M), indicating underlying demand in certain end markets. Allison Transmission Q4 report (MarketBeat)
• Positive Sentiment: Strategic acquisition completed — Allison closed the Dana Off‑Highway business (Jan 1, 2026), expanding its industrial/off‑highway footprint which could support longer‑term revenue diversification. Allison Transmission Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: FY2026 revenue guidance roughly in line with expectations — Management guided revenue to about $5.6B–$5.9B, broadly matching street estimates; commentary on EPS guidance was limited/ambiguous in the releases. Allison Transmission Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Earnings call/transcript available for details — Management commentary in the call may clarify mix, margin drivers and cadence after the Dana deal; read the transcript for forward‑looking color. Allison Transmission Q4 2025 Earnings Call Transcript
• Negative Sentiment: GAAP EPS weakness and YoY decline — The company reported GAAP EPS that missed one set of consensus figures (reported $1.18 vs. ~$1.55 consensus in some coverage) and EPS is down from $2.01 a year ago, which raises near‑term profitability concerns. Allison Transmission Q4 earnings snapshot
• Negative Sentiment: Mixed headline numbers (adjusted vs GAAP) created confusion — Some outlets reported an adjusted EPS beat (~$1.70), while others emphasized the GAAP miss, adding volatility as investors parse the true earnings quality. Allison Transmission (ALSN) Q4 Earnings and Revenues Beat Estimates (Zacks)
• Negative Sentiment: Technical/index selling pressure — Coverage notes the stock slid on Russell 1000 rebalancing, which can amplify downward moves independent of fundamentals. Allison Transmission Slides on Russell 1000 (Kalkine)

Insider Activity

In other news, SVP John Coll sold 1,791 shares of the business’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $98.79, for a total value of $176,932.89. Following the completion of the transaction, the senior vice president directly owned 10,021 shares of the company’s stock, valued at approximately $989,974.59. The trade was a 15.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 1.10% of the company’s stock.

Allison Transmission Profile

Allison Transmission Holdings Inc is a global designer, manufacturer and seller of fully automatic transmissions and hybrid propulsion systems for commercial duty vehicles and off-highway equipment. The company’s products are engineered to improve fuel efficiency, reduce emissions and enhance performance across a broad range of industries. Allison’s core transmission portfolio serves applications such as on-highway trucks and buses, medium- and heavy-duty commercial vehicles, and military ground vehicles.

In addition to conventional automatic transmissions, Allison offers advanced hybrid systems that integrate electric motors with mechanical transmission components.