Allison Transmission (NYSE:ALSN) Given New $135.00 Price Target at Oppenheimer

Allison Transmission (NYSE:ALSN) had its price target hoisted by research analysts at Oppenheimer from $115.00 to $135.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm currently has an “outperform” rating on the auto parts company’s stock. Oppenheimer’s target price points to a potential upside of 12.23% from the stock’s previous close.

Other equities research analysts have also issued research reports about the stock. Wells Fargo & Company lifted their price objective on shares of Allison Transmission from $85.00 to $98.00 and gave the company an “equal weight” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. upped their target price on Allison Transmission from $87.00 to $115.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Citigroup raised their price target on Allison Transmission from $105.00 to $110.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Weiss Ratings raised shares of Allison Transmission from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 11th. Finally, Raymond James Financial boosted their price objective on shares of Allison Transmission from $110.00 to $115.00 and gave the company a “strong-buy” rating in a report on Monday, December 22nd. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $105.67.

Allison Transmission Price Performance

Allison Transmission stock opened at $120.29 on Tuesday. Allison Transmission has a 12 month low of $76.01 and a 12 month high of $122.05. The stock has a 50-day moving average price of $107.89 and a two-hundred day moving average price of $93.98. The company has a market capitalization of $10.01 billion, a PE ratio of 14.73, a P/E/G ratio of 1.24 and a beta of 0.97. The company has a current ratio of 3.82, a quick ratio of 3.06 and a debt-to-equity ratio of 1.30.

Insiders Place Their Bets

In other Allison Transmission news, SVP John Coll sold 1,791 shares of Allison Transmission stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $98.79, for a total value of $176,932.89. Following the completion of the transaction, the senior vice president owned 10,021 shares of the company’s stock, valued at $989,974.59. The trade was a 15.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. 1.10% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Chicago Partners Investment Group LLC bought a new stake in shares of Allison Transmission in the 3rd quarter valued at approximately $614,000. Mackenzie Financial Corp raised its stake in shares of Allison Transmission by 2,937.4% in the second quarter. Mackenzie Financial Corp now owns 185,345 shares of the auto parts company’s stock valued at $17,606,000 after acquiring an additional 179,243 shares during the last quarter. Y Intercept Hong Kong Ltd grew its position in Allison Transmission by 224.5% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 74,778 shares of the auto parts company’s stock worth $6,347,000 after acquiring an additional 51,737 shares during the last quarter. Alps Advisors Inc. acquired a new stake in Allison Transmission during the 3rd quarter valued at $14,175,000. Finally, Vest Financial LLC raised its position in Allison Transmission by 26.3% in the 3rd quarter. Vest Financial LLC now owns 51,948 shares of the auto parts company’s stock valued at $4,409,000 after purchasing an additional 10,815 shares during the last quarter. Institutional investors and hedge funds own 96.90% of the company’s stock.

More Allison Transmission News

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

• Positive Sentiment: Record full-year operating performance and cash generation: Allison reported full-year 2025 net sales of $3.0 billion, adjusted EBITDA margin of 37.5% and $836M of operating cash flow; management highlighted margin expansion and discipline. The company also closed the Dana Off‑Highway acquisition on Jan 1, 2026, strengthening its industrial portfolio. PR: Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Sales beats and end‑market strength: Q4 revenue topped consensus (reported ~$737M vs. ~719M est) with notable strength in Outside North America On‑Highway and continued growth in Defense sales. MSN: Q4 Sales Surprise
• Neutral Sentiment: FY‑2026 revenue guidance raised/updated to a range of roughly $5.6–$5.9 billion, which is around or modestly above consensus; the company said it updated EPS guidance as well (details in filings/call). Investors will focus on the explicit FY‑26 EPS figure and cadence of margin conversion from the Dana transaction. PR: Guidance & Results
• Neutral Sentiment: Management commentary and investor materials are available (earnings call transcript and slide deck) describing macro headwinds, operational focus and integration plans — useful for assessing forward margin trajectory. Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: GAAP EPS disappointed: some reports show GAAP EPS of $1.18 for the quarter (down from $2.01 y/y) missing the ~$1.56 consensus, which likely drove near‑term selling pressure despite the revenue beat. MarketBeat: Q4 Earnings Snapshot
• Negative Sentiment: Shares have reacted negatively in intraday trading and commentary noted a slide tied to index/Russell changes and mixed fundamentals — near‑term sentiment is cautious. Kalkine: Slides on Russell 1000

Allison Transmission Company Profile

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.