Allegion Public Limited Company (ALLE)

Allegion Plc's stock has increased by 29.3% since the beginning of 2025. Over the summer, shares rose by approximately $20 to $168 per share. Allegion reported strong financial results for Q3 2025, with net revenues increasing 10.7% and adjusted EPS rising 6.5%. The company also raised its full-year 2025 revenue and adjusted EPS outlook. Allegion acquired Gatewise Incorporated and Waitwhile in July 2025, ELATEC in June 2025, UAP Group Limited and Brisant in Q3 2025, and Nova Hardware Pty Ltd in June 2025. Allegion declared quarterly dividends of $0.51 per ordinary share, paid on September 30, 2025.

Specific seasonality for Allegion's products and services is not explicitly detailed as a cyclical pattern, but demand is influenced by broader market conditions. The residential market demand has been characterized as soft, while the non-residential business has shown robust demand. The security products industry is expected to benefit from global macroeconomic trends and technology-driven innovation.

Allegion Plc is a global provider of security and access solutions, operating within the Industrials sector. The company aims to create a safer and more accessible world, employing approximately 12,000 workers who develop, manufacture, and sell products across 30 brands. Allegion's portfolio includes mechanical and electronic security solutions, with about two-thirds of its 2024 revenues derived from mechanical solutions, complemented by electronic security solutions and software and services. Major products include mechanical locks, electronic locks, door closers, and access management platforms. Key brands include Schlage, Von Duprin, and LCN.

Allegion maintains a strong international presence, operating in approximately 130 countries with 34 production facilities worldwide. The Americas segment generates about 80% of the company's sales, with international operations complementing this. In the U.S., Allegion has manufacturing operations stretching coast to coast, including facilities in California, Colorado, and Illinois.

Allegion Plc maintains a strong brand reputation as a global leader in security products and solutions, known for its innovative access solutions and a robust portfolio of trusted brands. The company emphasizes consistent innovation and product reliability, aligning product development with technological modernization and safety standards. Allegion has focused on strategic acquisitions to expand its electronics portfolio and enhance its offerings, such as the purchases of Gatewise, Waitwhile, and ELATEC, which generally contribute positively to its market perception and capabilities.

Institutional investors and hedge funds hold a substantial portion of Allegion Plc's stock, with ownership percentages ranging from 92.21% to 99.45%. Teacher Retirement System of Texas increased its holdings by 66.5% in Q2 2025. KBC Group NV raised its stake by 18.0% in Q1 2025. Mirae Asset Global Investments Co. Ltd. increased its stake by 174.1% in Q1 2025. GAMMA Investing LLC boosted its holdings by 199.2% in Q1 2025. Mutual of America Capital Management LLC lessened its holdings by 2.4% in Q2 2025. MQS Management LLC lowered its position by 75.0% in Q2 2025. Berkshire Hathaway owned 0.91% of Allegion PLC as of June 30, 2025.