United Capital Financial Advisors LLC Invests $867,000 in Allison Transmission Holdings, Inc. $ALSN

Posted by Stanley Muller on Aug 31st, 2026

United Capital Financial Advisors LLC acquired a new position in Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 7,691 shares of the auto parts company’s stock, valued at approximately $867,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Millstone Evans Group LLC acquired a new stake in shares of Allison Transmission in the first quarter valued at approximately $26,000. Cedar Mountain Advisors LLC purchased a new stake in Allison Transmission in the 1st quarter valued at approximately $27,000. Cassaday & Co Wealth Management LLC purchased a new stake in Allison Transmission in the 1st quarter valued at approximately $28,000. Larson Financial Group LLC grew its holdings in Allison Transmission by 536.7% during the 4th quarter. Larson Financial Group LLC now owns 312 shares of the auto parts company’s stock valued at $31,000 after buying an additional 263 shares during the last quarter. Finally, Transamerica Financial Advisors LLC increased its position in Allison Transmission by 2,112.5% during the fourth quarter. Transamerica Financial Advisors LLC now owns 354 shares of the auto parts company’s stock worth $35,000 after buying an additional 338 shares in the last quarter. 96.90% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on ALSN shares. JPMorgan Chase & Co. boosted their price target on Allison Transmission from $140.00 to $145.00 and gave the stock a “neutral” rating in a report on Monday, July 13th. Weiss Ratings raised Allison Transmission from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, August 11th. Citigroup dropped their price objective on Allison Transmission from $135.00 to $125.00 and set a “neutral” rating for the company in a research report on Tuesday, July 14th. Wells Fargo & Company boosted their target price on shares of Allison Transmission from $127.00 to $137.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. Finally, Morgan Stanley upped their target price on shares of Allison Transmission from $126.00 to $130.00 and gave the company an “equal weight” rating in a report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Allison Transmission currently has an average rating of “Moderate Buy” and an average price target of $131.17.

View Our Latest Stock Analysis on ALSN

Allison Transmission Price Performance

ALSN stock opened at $126.41 on Monday. The stock has a market capitalization of $10.44 billion, a price-to-earnings ratio of 20.10, a price-to-earnings-growth ratio of 0.68 and a beta of 0.95. The company has a quick ratio of 1.17, a current ratio of 1.81 and a debt-to-equity ratio of 2.07. Allison Transmission Holdings, Inc. has a 52-week low of $76.01 and a 52-week high of $137.62. The stock’s fifty day simple moving average is $120.12 and its 200-day simple moving average is $119.85.

Allison Transmission (NYSE:ALSN – Get Free Report) last released its earnings results on Monday, August 3rd. The auto parts company reported $2.73 EPS for the quarter, beating the consensus estimate of $2.48 by $0.25. Allison Transmission had a return on equity of 38.18% and a net margin of 12.02%.The firm had revenue of $1.57 billion during the quarter, compared to analyst estimates of $1.50 billion. During the same period in the prior year, the firm posted $2.29 earnings per share. The business’s quarterly revenue was up 92.4% compared to the same quarter last year. Equities research analysts expect that Allison Transmission Holdings, Inc. will post 9.94 EPS for the current year.

Allison Transmission Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, August 21st will be paid a dividend of $0.29 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.16 dividend on an annualized basis and a dividend yield of 0.9%. Allison Transmission’s dividend payout ratio is currently 18.44%.

Insider Activity

In related news, insider Eric C. Scroggins sold 1,050 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $125.00, for a total value of $131,250.00. Following the completion of the sale, the insider directly owned 16,604 shares in the company, valued at approximately $2,075,500. The trade was a 5.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO David S. Graziosi sold 26,708 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $132.97, for a total transaction of $3,551,362.76. Following the transaction, the chief executive officer directly owned 304,843 shares of the company’s stock, valued at $40,534,973.71. This trade represents a 8.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.10% of the company’s stock.

Allison Transmission Company Profile

(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.