Oppenheimer & Co. Inc. Sells 28,490 Shares of Allison Transmission Holdings, Inc. $ALSN

Oppenheimer & Co. Inc. decreased its holdings in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN) by 81.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,384 shares of the auto parts company’s stock after selling 28,490 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Allison Transmission were worth $723,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Millstone Evans Group LLC acquired a new position in shares of Allison Transmission in the 1st quarter valued at $26,000. Cedar Mountain Advisors LLC acquired a new stake in shares of Allison Transmission during the 1st quarter worth about $27,000. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Allison Transmission during the 1st quarter worth about $28,000. Mather Group LLC. increased its position in shares of Allison Transmission by 68.2% during the 3rd quarter. Mather Group LLC. now owns 291 shares of the auto parts company’s stock worth $33,000 after purchasing an additional 118 shares during the last quarter. Finally, Persistent Asset Partners Ltd purchased a new stake in Allison Transmission in the 2nd quarter valued at about $43,000. Hedge funds and other institutional investors own 96.90% of the company’s stock.

Analyst Ratings Changes

ALSN has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. decreased their target price on shares of Allison Transmission from $145.00 to $142.00 and set a “neutral” rating on the stock in a research report on Thursday, October 8th. Wells Fargo & Company dropped their price target on shares of Allison Transmission from $137.00 to $120.00 and set an “equal weight” rating for the company in a research report on Thursday, October 8th. Morgan Stanley boosted their price target on shares of Allison Transmission from $132.00 to $139.00 and gave the company an “equal weight” rating in a research note on Wednesday. Weiss Ratings upgraded shares of Allison Transmission from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, August 11th. Finally, Zacks Research raised shares of Allison Transmission from a “hold” rating to a “strong-buy” rating in a research report on Monday, October 5th. Two equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Allison Transmission has a consensus rating of “Moderate Buy” and a consensus price target of $133.57.

Allison Transmission News Summary

Here are the key news stories impacting Allison Transmission this week:

• Positive Sentiment: Allison beat third-quarter earnings and revenue estimates, with revenue up sharply year over year, partly reflecting the Dana acquisition. Management also raised its 2026 revenue outlook to $6.0 billion–$6.1 billion, above the roughly $5.9 billion consensus—an important reason for investor optimism. Allison Transmission raised full-year 2026 guidance
• Positive Sentiment: Citigroup raised its price target from $135 to $140 and reiterated a Buy rating. Morgan Stanley also lifted its target, from $132 to $139, though it kept an Equal Weight rating. Citigroup recommendations Morgan Stanley recommendations
• Positive Sentiment: Management expects more than $120 million in synergies in 2027 and cited potential support from volume, cost, and defense trends. A separate valuation analysis argued the shares may be undervalued, though that is an estimate rather than a company forecast. Allison Transmission Q3 review Allison Transmission valuation analysis
• Neutral Sentiment: Analyst views remain mixed: Citigroup is bullish, while Morgan Stanley’s Equal Weight stance signals a more cautious view despite its higher target. Analyst views on Allison Transmission
• Negative Sentiment: Despite the earnings beat, margins declined as the acquired off-highway business carries lower profitability. Investors may look for evidence that planned synergies and other improvements can offset this pressure. Allison Transmission Q3 review

Allison Transmission Price Performance

ALSN stock opened at $121.05 on Thursday. The company has a debt-to-equity ratio of 1.92, a current ratio of 1.77 and a quick ratio of 1.17. The firm has a market capitalization of $10.00 billion, a P/E ratio of 17.39, a P/E/G ratio of 0.63 and a beta of 1.06. The business’s 50-day moving average is $116.91 and its two-hundred day moving average is $118.41. Allison Transmission Holdings, Inc. has a 1 year low of $78.19 and a 1 year high of $137.62.

Allison Transmission (NYSE:ALSN) last announced its quarterly earnings data on Monday, November 2nd. The auto parts company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.32 by $0.58. Allison Transmission had a return on equity of 42.33% and a net margin of 11.12%. The business had revenue of $1.53 billion during the quarter, compared to analysts’ expectations of $1.47 billion. During the same quarter last year, the business posted $1.63 EPS. The business’s quarterly revenue was up 121.4% compared to the same quarter last year. Analysts anticipate that Allison Transmission Holdings, Inc. will post 10.25 earnings per share for the current fiscal year.

Allison Transmission Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, August 31st. Investors of record on Friday, August 21st were paid a $0.29 dividend. The ex-dividend date was Friday, August 21st. This represents a $1.16 dividend on an annualized basis and a yield of 1.0%. Allison Transmission’s payout ratio is currently 16.67%.

Insider Buying and Selling

In other Allison Transmission news, insider Eric C. Scroggins sold 1,050 shares of the 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 sale, the insider directly owned 16,604 shares of the company’s stock, valued at approximately $2,075,500. This represents a 5.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CEO David S. Graziosi sold 26,708 shares of the firm’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $132.97, for a total transaction of $3,551,362.76. Following the completion of the sale, the chief executive officer owned 304,843 shares in the company, valued at $40,534,973.71. The trade was a 8.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is owned by insiders.

Allison Transmission Company Profile

Allison Transmission, Inc designs and manufactures propulsion solutions for commercial, defense and off-highway vehicles. The company is best known for its fully automatic transmissions, which are used in applications including refuse collection, construction, distribution, emergency services, public transportation and mining.

Its product portfolio also includes electric and hybrid-electric propulsion systems, including the eGen Power electric axle and other electrification technologies.