Market Cap
$9.4B
ALSN
Allison Transmission Holdings Inc
$117.97 ▲ +1.45%
Prev close $116.28Market cap$9.4B
ConsensusHold
12-mo target$140.73 (+19.3%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)29 New Institutional Positions21 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ALSN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$7.3B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $4.5M sell
Insider Net $
-$4.5M
SEC Reports
6
Price chart 30d -8.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 other
Allison Completes Partial Redemption of 4.750% Senior Notes due 2027
INDIANAPOLIS, Oct. 2, 2026 /PRNewswire/ -- Allison Transmission Holdings, Inc. (NYSE: ALSN) ("Alliso
Aug 31, 2026 Insider
EVERITT DAVID C was granted 64 shares
Director
Aug 31, 2026 Insider
Mell Scott A was granted 28 shares
CFO & Treasurer
Aug 31, 2026 Insider
Aug 15, 2026 SEC Bohley G Frederick was granted 35 shares
See Remarks
A mixed institutional cluster in ALSN for 2026-Q2 shows 11 buyers accumulating $353M net vs 9 sellers trimming $34M, dom
INST-CLUSTER — Impact 4/10
Two ALSN insiders — the CLO and a senior executive — sold a combined ~$616K in open-market shares over two days. The CLO
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
WASATCH ADVISORS LP — DOUBLED
1,510,496 shares ($170.3M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
1,255,365 shares ($141.5M)
Analyst ratings buy % +11.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Freedom Broker | INITIATE | Buy | 66% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 14, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 13, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 13, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 6 | 1 | 0 | 59% | |
| Aug 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% | |
| Jul 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% | |
| Jun 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% | |
| May 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% | |
| Apr 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% | |
| Mar 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% | |
| Feb 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% |
Price targets
Where 11 covering analysts think ALSN trades over the next 12 months.
$140.73 +19.3% upside Buy
Current$117.97 Low$115.00 Median$137.00 High$185.00 11 analysts
$115.00$185.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 4 neutral · avg impact 3.2/10.
MIXEDINST-CLUSTER4/10
A mixed institutional cluster in ALSN for 2026-Q2 shows 11 buyers accumulating $353M net vs 9 seller
Aug 15, 2026
NEUTRALCLUSTER2/10
Two ALSN insiders — the CLO and a senior executive — sold a combined ~$616K in open-market shares ov
Aug 13, 2026
NEUTRAL8-K3/10
Allison Transmission completed an opportunistic repricing of its $508 million term loan due 2031, re
Jun 16, 2026
NEUTRAL8-K2/10
Allison Transmission filed a routine 8-K reporting the upgrade of Chief Legal Officer Eric Scroggins
May 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
other
Allison Completes Partial Redemption of 4.750% Senior Notes due 2027
INDIANAPOLIS, Oct. 2, 2026 /PRNewswire/ -- Allison Transmission Holdings, Inc. (NYSE: ALSN) ("Allison" or the "Company") announced the completion of i
Sep 9, 2026
ftd
FTD: ALSN — 9,043 shares ($1.2M) failed to deliver
Settlement: 20260909, Price: $130.56, FTD Value: $1,180,654.08, ALLISON TRANSMISSION HLDGS INC
Sep 7, 2026
dark_pool
Dark Pool: ALSN — 0.8M shares, 27,471 trades
Week starting 2026-09-07. Total ATS volume: 819,005 shares across 27,471 trades.
Aug 31, 2026
dark_pool
Dark Pool: ALSN — 0.8M shares, 28,515 trades
Week starting 2026-08-31. Total ATS volume: 832,396 shares across 28,515 trades.
Aug 24, 2026
dark_pool
Dark Pool: ALSN — 1.1M shares, 38,327 trades
Week starting 2026-08-24. Total ATS volume: 1,131,651 shares across 38,327 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.48 | $2.19–$2.73 | 42.1% | +2.5% | 4↑ 3↓ | $1.5B | 8 |
| Next Q | $2.49 | $1.84–$3.03 | 75.4% | -2.5% | 3↑ 4↓ | $1.5B | 8 |
| Current FY | $9.96 | $8.36–$11.05 | 31.4% | -0.1% | 4↑ 4↓ | $5.9B | 9 |
| Next FY | $11.32 | $10.58–$12.70 | 13.6% | +0.2% | 6↑ 2↓ | $6.2B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.481 | — |
| 7d ago | $2.420 | +0.061 |
| 30d ago | $2.420 | +0.061 |
| 60d ago | $2.449 | +0.033 |
| 90d ago | $2.424 | +0.058 |
Institutional ownership
Which big funds own ALSN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.3B total value (64,820,579 shares) as of 2026-Q2. Top holders: FMR, VANGUARD, BlackRock,. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 12,417,518 | $1.4B | 19.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,985,544 | $449.3M | 6.1% | — |
| BlackRock, Inc. | 3,975,802 | $448.2M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,742,337 | $421.9M | 5.8% | — |
| Boston Partners | 3,176,528 | $358.2M | 4.9% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,622,104 | $295.6M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,027,981 | $228.7M | 3.1% | — |
| RENAISSANCE TECHNOLOGIES LLC | 1,938,997 | $218.6M | 3.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,917,523 | $216.2M | 3.0% | — |
| LONDON CO OF VIRGINIA | 1,824,581 | $205.7M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | DOUBLED | 734,327 | 1,510,496 | +105.7% | $170.3M |
| NORGES BANK | NEW | — | 1,255,365 | — | $141.5M |
| MORGAN STANLEY | ADD | 659,023 | 851,524 | +29.2% | $96.0M |
| Capital International Investors | NEW | — | 845,961 | — | $95.4M |
| Qube Research & Technologies Ltd | ADD | 504,484 | 824,567 | +63.4% | $93.0M |
| UBS Group AG | ADD | 370,289 | 739,459 | +99.7% | $83.4M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,100,162 | 737,180 | -33.0% | $83.1M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 848,263 | 595,985 | -29.7% | $67.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 802,791 | 555,034 | -30.9% | $62.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 240,802 | 525,969 | +118.4% | $59.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$4.5M — $0.00 bought, $4.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | EVERITT DAVID C | Director | AWARD | 64 | — | — |
| Aug 31, 2026 | Mell Scott A | CFO & Treasurer | AWARD | 28 | — | — |
| Aug 31, 2026 | Bohley G Frederick | See Remarks | AWARD | 35 | — | — |
| Aug 31, 2026 | Christman Philip J | Director | AWARD | 3 | — | — |
| Aug 31, 2026 | Graziosi David S. | Chair, President and CEO | AWARD | 131 | — | — |
| Aug 31, 2026 | HAZNEDAR CAROLANN I | Director | AWARD | 52 | — | — |
| Aug 31, 2026 | Shivram Krishna | Director | AWARD | 3 | — | — |
| Aug 31, 2026 | Ostojic Sasha | Director | AWARD | 3 | — | — |
| Aug 31, 2026 | Price Michael Craig | See Remarks | AWARD | 38 | — | — |
| Aug 31, 2026 | Altmaier Judy L | Director | AWARD | 50 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ALSN.
Shares short
2,419,049
Settlement Sep 15, 2026
Change vs prior
-12.8%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈2.9%
Estimate — not % of float
All ALSN filing & press-release reports (6)
- INST-CLUSTER reportAug 15, 2026
- CLUSTER reportAug 13, 2026
- 8-K reportJun 16, 2026
- 8-K reportMay 8, 2026
- 8-K reportMay 4, 2026
- DEFA14A reportMar 25, 2026