Allison Transmission (NYSE:ALSN) Hits New 1-Year High After Analyst Upgrade

Shares of Allison Transmission Holdings, Inc. (NYSE:ALSN) reached a new 52-week high on Tuesday after Oppenheimer raised their price target on the stock from $115.00 to $135.00. Oppenheimer currently has an outperform rating on the stock. Allison Transmission traded as high as $122.42 and last traded at $121.37, with a volume of 143351 shares trading hands. The stock had previously closed at $116.84.

ALSN has been the topic of a number of other research reports. Weiss Ratings upgraded shares of Allison Transmission from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 11th. Citigroup lifted their target price on shares of Allison Transmission from $105.00 to $110.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 13th. Morgan Stanley upped their target price on Allison Transmission from $97.00 to $109.00 and gave the company an “equal weight” rating in a report on Friday, January 23rd. Wells Fargo & Company increased their price target on Allison Transmission from $85.00 to $98.00 and gave the stock an “equal weight” rating in a report on Friday, January 23rd. Finally, Raymond James Financial lifted their price objective on shares of Allison Transmission from $110.00 to $115.00 and gave the company a “strong-buy” rating in a research note on Monday, December 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $105.67.

Insider Activity

In other news, SVP John Coll sold 1,791 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $98.79, for a total value of $176,932.89. Following the sale, the senior vice president owned 10,021 shares of the company’s stock, valued at approximately $989,974.59. This represents a 15.16% 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.

Key Headlines Impacting Allison Transmission

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. Chicago Partners Investment Group LLC acquired a new position in shares of Allison Transmission in the third quarter valued at $614,000. Mackenzie Financial Corp boosted its holdings in shares of Allison Transmission by 2,937.4% during the 2nd quarter. Mackenzie Financial Corp now owns 185,345 shares of the auto parts company’s stock worth $17,606,000 after buying an additional 179,243 shares during the period. Y Intercept Hong Kong Ltd raised its holdings in Allison Transmission by 224.5% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 74,778 shares of the auto parts company’s stock valued at $6,347,000 after acquiring an additional 51,737 shares during the period. Alps Advisors Inc. acquired a new stake in Allison Transmission during the third quarter worth approximately $14,175,000. Finally, Vest Financial LLC lifted its position in Allison Transmission by 26.3% during the third quarter. Vest Financial LLC now owns 51,948 shares of the auto parts company’s stock worth $4,409,000 after acquiring an additional 10,815 shares during the last quarter. 96.90% of the stock is owned by institutional investors and hedge funds.

Allison Transmission Trading Up 4.6%

The company has a market cap of $10.17 billion, a P/E ratio of 14.97, a PEG ratio of 1.24 and a beta of 0.97. The business has a fifty day moving average price of $107.89 and a 200-day moving average price of $93.98. The company has a quick ratio of 3.06, a current ratio of 3.82 and a debt-to-equity ratio of 1.30.

About Allison Transmission

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.