U.S. Capital Wealth Advisors LLC Buys Shares of 4,949 Allegion PLC $ALLE

U.S. Capital Wealth Advisors LLC bought a new stake in shares of Allegion PLC (NYSE:ALLE) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,949 shares of the scientific and technical instruments company’s stock, valued at approximately $788,000.

Several other large investors have also modified their holdings of the business. Steigerwald Gordon & Koch Inc. boosted its holdings in shares of Allegion by 142.5% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 257 shares of the scientific and technical instruments company’s stock valued at $41,000 after purchasing an additional 151 shares during the period. Robeco Institutional Asset Management B.V. boosted its holdings in shares of Allegion by 7.6% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 630,936 shares of the scientific and technical instruments company’s stock valued at $100,458,000 after purchasing an additional 44,601 shares during the period. Clear Creek Financial Management LLC purchased a new stake in shares of Allegion in the fourth quarter valued at approximately $375,000. Ritholtz Wealth Management boosted its holdings in shares of Allegion by 221.9% in the fourth quarter. Ritholtz Wealth Management now owns 5,044 shares of the scientific and technical instruments company’s stock valued at $803,000 after purchasing an additional 3,477 shares during the period. Finally, Massachusetts Financial Services Co. MA boosted its holdings in shares of Allegion by 10.0% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 2,593,117 shares of the scientific and technical instruments company’s stock valued at $412,876,000 after purchasing an additional 236,248 shares during the period. Hedge funds and other institutional investors own 92.21% of the company’s stock.

Allegion News Roundup

Here are the key news stories impacting Allegion this week:

• Positive Sentiment: Zacks Research nudged up multiple near‑ and longer‑term EPS forecasts for Allegion — small increases to Q1, Q3 and Q4 2027 estimates and raises to FY2027 (to $9.02) and FY2028 (to $9.98). These upgrades signal modestly improved analyst expectations for revenue/profit trends and likely supported buying.
• Positive Sentiment: Evercore upgraded Allegion, providing an independent analyst catalyst that can lift sentiment and attract flows from institutional investors. Allegion (NYSE:ALLE) Upgraded at Evercore
• Positive Sentiment: Board declared a $0.55 quarterly dividend (payable June 30; record June 15) — a modest yield (~1.6%) that boosts income appeal and signals confidence in cash flow. Allegion Declares Quarterly Dividend
• Neutral Sentiment: Allegion scheduled its Q1 2026 results release and investor webcast for April 28 (before market open). Upcoming results are the next material event that could confirm or reverse today’s move. Allegion Schedules Webcast to Announce 2026 First-Quarter Results
• Neutral Sentiment: Company will showcase mission‑critical data‑center security solutions at Data Center World 2026 — a business development/market awareness event that could support future commercial wins but has limited immediate earnings impact. Allegion to Showcase Mission-Critical Data Center Solutions at Data Center World 2026

Allegion Price Performance

NYSE ALLE opened at $141.75 on Thursday. The company has a debt-to-equity ratio of 0.96, a current ratio of 1.84 and a quick ratio of 1.16. The stock’s fifty day moving average price is $154.08 and its 200 day moving average price is $161.94. Allegion PLC has a 1 year low of $122.14 and a 1 year high of $183.11. The company has a market cap of $12.21 billion, a price-to-earnings ratio of 19.05, a PEG ratio of 3.18 and a beta of 1.02.

Allegion (NYSE:ALLE) last released its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $1.94 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.01 by ($0.07). Allegion had a net margin of 15.83% and a return on equity of 38.06%. The firm had revenue of $1.03 billion during the quarter, compared to analyst estimates of $1.04 billion. During the same period in the previous year, the company earned $1.86 earnings per share. Allegion’s revenue was up 9.3% on a year-over-year basis. Allegion has set its FY 2026 guidance at 8.700-8.900 EPS. As a group, equities research analysts forecast that Allegion PLC will post 7.77 earnings per share for the current year.

Allegion Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be issued a $0.55 dividend. This represents a $2.20 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Monday, June 15th. Allegion’s dividend payout ratio is presently 29.57%.

Insider Buying and Selling at Allegion

In other Allegion news, Director Sue Main purchased 2,000 shares of the stock in a transaction on Wednesday, March 11th. The shares were bought at an average cost of $149.61 per share, with a total value of $299,220.00. Following the completion of the acquisition, the director owned 2,000 shares in the company, valued at $299,220. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Steven Mizell sold 1,000 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $161.51, for a total transaction of $161,510.00. Following the completion of the sale, the director directly owned 4,915 shares in the company, valued at approximately $793,821.65. The trade was a 16.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.23% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on ALLE shares. Wells Fargo & Company lowered their target price on Allegion from $175.00 to $155.00 and set an “equal weight” rating for the company in a report on Wednesday, April 1st. Weiss Ratings restated a “buy (b)” rating on shares of Allegion in a report on Wednesday, January 21st. Evercore upgraded Allegion to a “strong-buy” rating in a report on Monday. JPMorgan Chase & Co. lowered their target price on Allegion from $190.00 to $180.00 and set an “overweight” rating for the company in a report on Wednesday, February 18th. Finally, Barclays lowered their target price on Allegion from $176.00 to $165.00 and set an “equal weight” rating for the company in a report on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $171.13.

Allegion Company Profile

Allegion plc (NYSE: ALLE) is a global provider of security products and solutions focused on ensuring the safety and security of people and property. The company was formed in December 2013 through a corporate spin-off from Ingersoll Rand and is head­quartered in Dublin, Ireland. Allegion’s core mission is to deliver innovative mechanical and electronic access control systems for a wide range of end markets, including commercial buildings, residential properties, institutional facilities, and industrial sites.

The company’s product portfolio spans mechanical locksets, door closers, exit devices, key systems and cylinders, as well as a growing suite of electronic and smart access control offerings.