Nickolas Musial Sells 687 Shares of Allegion (NYSE:ALLE) Stock

Posted by Francis Steltz on Jul 30th, 2026

Allegion PLC (NYSE:ALLE – Get Free Report) CAO Nickolas Musial sold 687 shares of the firm’s stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $155.00, for a total value of $106,485.00. Following the transaction, the chief accounting officer directly owned 6,798 shares in the company, valued at $1,053,690. This trade represents a 9.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Allegion Price Performance

Shares of NYSE ALLE opened at $158.43 on Thursday. The stock has a market cap of $13.47 billion, a P/E ratio of 20.79, a P/E/G ratio of 3.28 and a beta of 0.85. The firm’s 50-day simple moving average is $136.68 and its 200 day simple moving average is $146.66. Allegion PLC has a fifty-two week low of $125.00 and a fifty-two week high of $183.11. The company has a quick ratio of 1.23, a current ratio of 1.93 and a debt-to-equity ratio of 0.96.

Allegion (NYSE:ALLE – Get Free Report) last announced its earnings results on Thursday, July 23rd. The scientific and technical instruments company reported $2.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.18. The firm had revenue of $1.15 billion during the quarter, compared to analyst estimates of $1.12 billion. Allegion had a net margin of 15.36% and a return on equity of 35.41%. Allegion’s revenue was up 12.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.04 EPS. Allegion has set its FY 2026 guidance at 8.850-9.000 EPS. Equities analysts expect that Allegion PLC will post 8.92 EPS for the current year.

Allegion announced that its Board of Directors has authorized a share repurchase program on Tuesday, April 28th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the scientific and technical instruments company to repurchase up to 3.9% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its stock is undervalued.

Key Allegion News

Here are the key news stories impacting Allegion this week:

Positive Sentiment: Allegion’s recent quarterly performance remains a key support for the stock. The company reported adjusted EPS of $2.40, exceeding estimates of $2.22, while revenue rose 12.7% year over year to $1.15 billion, above the $1.12 billion consensus. Management reaffirmed fiscal 2026 EPS guidance of $8.85–$9.00. Allegion earnings and stock information
Positive Sentiment: The company’s $500 million share-repurchase authorization, potentially covering about 3.9% of outstanding shares, may provide ongoing support by signaling management’s confidence in the valuation. Institutional investors also hold approximately 92.2% of the stock, with several funds recently increasing their positions. Allegion insider and institutional ownership information
Positive Sentiment: Momentum-focused coverage continues to highlight Allegion as a potentially attractive long-term stock, supported by its earnings growth, solid profitability and performance above its longer-term moving averages. Zacks Allegion momentum article
Neutral Sentiment: Allegion gained during Tuesday’s session but lagged several industry peers, suggesting the stock lacked a company-specific catalyst strong enough to outperform the broader group. MarketWatch Allegion performance article
Negative Sentiment: Several executives disclosed stock sales totaling about $1.60 million: CFO Michael Wagnes sold 3,184 shares, SVP Timothy Eckersley sold 6,417 shares and CAO Nickolas Musial sold 687 shares. The transactions were made under pre-arranged Rule 10b5-1 plans where disclosed, reducing the likelihood that they reflect new concerns, but insider selling can still weigh on sentiment.
Negative Sentiment: Analyst sentiment remains cautious. Allegion carries a consensus “Hold” rating with an average price target of $164.75, while several firms have reduced targets; the stock’s elevated valuation relative to expected growth may limit near-term upside.

Institutional Trading of Allegion

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Boston Partners increased its holdings in shares of Allegion by 1.0% in the third quarter. Boston Partners now owns 4,746,454 shares of the scientific and technical instruments company’s stock valued at $842,026,000 after buying an additional 48,199 shares in the last quarter. State Street Corp grew its holdings in shares of Allegion by 6.6% in the 3rd quarter. State Street Corp now owns 4,232,208 shares of the scientific and technical instruments company’s stock worth $750,584,000 after acquiring an additional 260,973 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Allegion by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 2,693,831 shares of the scientific and technical instruments company’s stock worth $427,521,000 after purchasing an additional 13,880 shares during the period. Massachusetts Financial Services Co. MA lifted its holdings in shares of Allegion by 10.0% during 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 last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Allegion by 12.7% during the fourth quarter. Invesco Ltd. now owns 1,402,682 shares of the scientific and technical instruments company’s stock valued at $223,335,000 after purchasing an additional 157,724 shares during the last quarter. 92.21% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

ALLE has been the topic of several recent analyst reports. Weiss Ratings cut Allegion from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, May 29th. JPMorgan Chase & Co. increased their price target on Allegion from $150.00 to $170.00 and gave the company a “neutral” rating in a research note on Friday, July 24th. Wells Fargo & Company lowered their price target on Allegion from $175.00 to $155.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 1st. Evercore raised Allegion to a “strong-buy” rating in a research note on Monday, April 13th. Finally, Longbow Research upgraded Allegion from a “neutral” rating to a “buy” rating and set a $165.00 price objective for the company in a report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Allegion currently has a consensus rating of “Hold” and an average target price of $164.75.

Read Our Latest Research Report on ALLE

About Allegion

(Get Free Report)

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.