Allison Transmission (NYSE:ALSN) Sets New 52-Week High on Strong Earnings

Posted by Francis Steltz on May 6th, 2026

Allison Transmission Holdings, Inc. (NYSE:ALSN – Get Free Report) shares hit a new 52-week high on Monday following a stronger than expected earnings report. The company traded as high as $140.00 and last traded at $130.3890, with a volume of 282 shares changing hands. The stock had previously closed at $131.23.

The auto parts company reported $2.57 earnings per share for the quarter, topping analysts’ consensus estimates of $2.10 by $0.47. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.38 billion. Allison Transmission had a net margin of 14.88% and a return on equity of 37.93%. Allison Transmission’s revenue for the quarter was up 83.6% on a year-over-year basis. During the same period in the previous year, the company earned $2.23 earnings per share.

Allison Transmission Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Monday, March 9th were paid a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a yield of 0.9%. The ex-dividend date was Monday, March 9th. This is an increase from Allison Transmission’s previous quarterly dividend of $0.27. Allison Transmission’s dividend payout ratio is currently 15.83%.

Analyst Upgrades and Downgrades

ALSN has been the subject of several research analyst reports. Morgan Stanley upped their target price on shares of Allison Transmission from $109.00 to $117.00 and gave the company an “equal weight” rating in a research note on Monday, March 16th. JPMorgan Chase & Co. upped their target price 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. Oppenheimer upped their target price on shares of Allison Transmission from $115.00 to $135.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. Wells Fargo & Company upped their target price on shares of Allison Transmission from $98.00 to $127.00 and gave the company an “equal weight” rating in a research note on Thursday, February 26th. Finally, Citigroup upped their target price on shares of Allison Transmission from $130.00 to $135.00 and gave the company a “neutral” rating in a research note on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $114.13.

View Our Latest Report on Allison Transmission

Insider Buying and Selling at Allison Transmission

In other news, insider Eric C. Scroggins sold 1,313 shares of the company’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $114.40, for a total value of $150,207.20. Following the sale, the insider owned 17,654 shares of the company’s stock, valued at approximately $2,019,617.60. This represents a 6.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Allison Transmission

Several large investors have recently made changes to their positions in the company. Fuller & Thaler Asset Management Inc. grew its holdings in shares of Allison Transmission by 16.4% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 3,313,661 shares of the auto parts company’s stock worth $324,407,000 after purchasing an additional 466,366 shares during the last quarter. Boston Partners grew its holdings in shares of Allison Transmission by 13.6% in the 4th quarter. Boston Partners now owns 2,316,240 shares of the auto parts company’s stock worth $226,879,000 after purchasing an additional 277,811 shares during the last quarter. Bank of Montreal Can grew its holdings in shares of Allison Transmission by 4,032.3% in the 4th quarter. Bank of Montreal Can now owns 2,151,871 shares of the auto parts company’s stock worth $210,668,000 after purchasing an additional 2,099,797 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Allison Transmission by 18.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,915,887 shares of the auto parts company’s stock worth $181,741,000 after purchasing an additional 304,974 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in shares of Allison Transmission by 1.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,907,768 shares of the auto parts company’s stock worth $161,926,000 after purchasing an additional 32,996 shares during the last quarter. Institutional investors own 96.90% of the company’s stock.

Allison Transmission Trading Down 1.2%

The company’s fifty day moving average price is $122.10 and its two-hundred day moving average price is $106.13. The company has a current ratio of 4.85, a quick ratio of 4.17 and a debt-to-equity ratio of 1.55. The firm has a market cap of $10.60 billion, a P/E ratio of 19.82, a price-to-earnings-growth ratio of 0.77 and a beta of 1.01.

Allison Transmission Company Profile

(Get Free Report)

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.