NYSE · Consumer Discretionary

ALLEGION PLC ALLE

Allegion plc engages in the provision of security products and solutions worldwide. It is operating through two segments: Allegion Americas and Allegion International. The company offers door controls, door control system, and exit devices; doors, glass and door systems, and accessories; electronic security products and access control systems, including time, attendance, and workforce productivity; and locks, locksets, portable locks, and key systems.

Diversified Commercial Services

Company profile

Business mix

  • It is operating through two segments: Allegion Americas and Allegion International.
  • It also provides services and software, such as inspection, maintenance, and repair services for its automatic entrance solutions.
  • In addition, the company sells its products and solutions to end-users in commercial, institutional, and residential facilities.
  • It sells its products and solutions through distribution and retail channels, such as specialty distribution, e-commerce, and wholesalers, as well as through various retail channels comprising do-it-yourself home improvement centers.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in security & protection services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.78 FCF 6.1% Buyback 0.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $34.8M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $15.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +82.5% +108,277 / 131,178
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 24.3% 13F value change +$2.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 46.9% 13F value change +$8.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 131,178 Last 2 periods +108,277 (+82.5%) Total shares 239,455 Value $34.8M

Recent mentions

No public mentions.