ALLE at a glance
Allegion (ALLE, SEC CIK 1579241) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as August 31, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Allegion (ALLE) reported revenue of $4.1 billion (up 7.8% from FY2024) and net income of $643.8 million. Diluted EPS was $7.44.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Allegion (ALLE) shares worth $5.0 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by MIZELL STEVEN on August 28, 2026 of 170 shares at $158.28 per share.
- In the last 90 days, ALLE insiders reported 1 open-market purchase ($27K) and 6 open-market sales ($1.9M) on Form 4, a net sale of $1.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.1B
- +7.8% vs prior year
- Insiders · 90 days
- 1 buy · 6 sells
- Net −$1.8M
- 13F holders
- 39 funds
- $5.0B · −1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 5.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $4.067B, up 7.8% YoY ($295.1M); Americas +6.9% ($206.4M), International +11.7% ($88.7M)
- Operating margin 21.1% vs 20.7%, operating income $859.5M vs $780.7M, Americas best at 27.9% margin, International worst at 9.0%
- Americas segment operating income $896.5M, up 9.8%; International segment operating income $76.5M, up 15.4%
- Operating cash flow $783.8M (+$108.8M YoY); investing cash flow -$685.5M (higher acquisitions/capex); financing cash flow -$266.7M (less buybacks, higher dividends)
- Management expects sufficient liquidity for 12+ months; notes risks from inflation, restructuring expenses, and mixed macro conditions internationally
Business Overview
- Core business: Global operations with complex tax and environmental compliance responsibilities
- Emphasis on risks related to evolving global tax reforms, incl. OECD global minimum tax (GMT) implementation affecting effective tax rate
- Strategic complexity increased by Irish incorporation, exposing Allegion to unique legal and tax jurisdictional risks vs prior filings
- Notable: Board authorized to issue up to 40% of issued ordinary shares (20% general plus 20% for cash) pending shareholder renewal
- Unusual: Irish law restricts shareholder actions and takeover attempts, creating governance and acquisition deterrents unique to this filing year
Risk Factors
- U.S. tariffs on imports from various countries including Mexico increase COGS exposure with 20-25% sourced from Mexico, less than 5% from China, and 5-10% other non-US countries
- Acquisition of ELATEC in July 2025 expands electronic security product portfolio, contributing $93.0 million in net revenues since acquisition
- Increased unsecured revolving credit facility commitment from $750M to $1.0B, with $190.6M outstanding borrowings as of December 31, 2025
- Quarterly dividends totaling $175.3 million paid in 2025, reflecting ongoing shareholder return commitment amid market uncertainties
- Competitive pressure from expanding electronic security solutions market driven by acquisitions and integration of complementary software and services
AI summary of the ALLE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,151.5M, up 12.7% YoY from $1,022.0M, driven by pricing, volume and acquisitions
- Operating margin 22.1% vs 21.5% YoY; net earnings $184.6M vs $159.7M
- Allegion Americas strongest segment: revenue $918.6M, up 11.8%; margin 29.0% vs 28.8%
- Allegion International weakest segment: operating income $14.8M, down 5.7%; margin 6.4% vs 7.8%
- Operating cash flow $299.7M vs $314.2M; share repurchases $160.6M and DCI acquisition consideration approximately $70M
- Outlook: continued electronic-product growth; tariff impacts and refund timing remain uncertain
Risk Factors
- No newly added risk factor; filing reports no material changes from the December 31, 2025 Form 10-K
- Carried-forward regulatory and compliance risks remain governed by the 2025 Form 10-K risk disclosures
- Share-repurchase authorization replenished to $500.0 million, with $379.993 million remaining as of June 30, 2026
- Share-repurchase execution exposed to stock-price, corporate, regulatory, market, and economic conditions
AI summary of the ALLE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Timothy P. Eckersley retiring December 31, 2026 as President, International and Senior Vice President
- Voluntary departure creates leadership transition risk across Allegion’s international operations
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD; substantive disclosure resides in the attached exhibit
- Information not deemed “filed” under Exchange Act Section 18(b), limiting related liability exposure
Item EX-99.1: Item EX-99.1
- Serge Zappone appointed president, International and senior vice president effective Jan. 1, 2027
- Tim Eckersley retiring Dec. 31, 2026 after 40 years, creating a planned leadership transition
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results announced July 23, 2026
- Earnings details contained in the attached press-release exhibit
Item EX-99.1: Item EX-99.1
- Q2 revenue $1,151.5M, up 12.7%; organic growth 6.9%, led by Americas volume and pricing
- Adjusted EPS $2.40, up 17.6%; adjusted operating margin expanded to 24.2% from 23.7%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All eight director nominees elected to one-year terms, preserving board continuity through the 2027 annual meeting
- Executive compensation approved by 66,946,375 votes, supporting current pay practices
AI summaries of ALLE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ALLE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MIZELL STEVEN | Buy | Aug 28, 2026 | 170 | $158.28 |
| Eckersley Timothy P | G | Aug 19, 2026 | 1,527 | - |
| Eckersley Timothy P | G | Aug 19, 2026 | 1,527 | - |
| Ilardi David S. | M | Aug 18, 2026 | 549 | $71.83 |
| Ilardi David S. | M | Aug 18, 2026 | 549 | - |
| Ilardi David S. | Sell | Aug 18, 2026 | 549 | $161.09 |
| Wenos Vincent | Sell | Aug 6, 2026 | 1,000 | $168.25 |
| Stone John H | F | Aug 1, 2026 | 11,292 | $156.73 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.7B | $3.8B | $4.1B |
| Operating Income | - | $780.7M | $859.5M |
| Net Income | $540.4M | $597.5M | $643.8M |
| Op. Margin | - | 20.7% | 21.1% |
| Net Margin | 14.8% | 15.8% | 15.8% |
| Balance Sheet | |||
| Total Assets | $4.3B | $4.5B | $5.2B |
| Equity | - | $1.5B | $2.1B |
| ROE | - | 39.8% | 31.1% |
| Per Share | |||
| EPS | $6.12 | $6.82 | $7.44 |
| Cash Flow | |||
| Operating CF | - | $675.0M | $783.8M |
| CapEx | $84.2M | $92.1M | - |
Source: XBRL data in Allegion (ALLE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ALLE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $5.01B |
| Q1 2026 | 40 | $4.86B |
| Q4 2025 | 42 | $5.40B |
| Q3 2025 | 42 | $6.29B |
| Q2 2025 | 38 | $5.11B |
| Q1 2025 | 36 | $3.47B |
| Q4 2024 | 30 | $2.93B |
| Q3 2024 | 25 | $1.58B |
- FMR LLC (Fidelity)+657.6K (+96%)
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- Morgan Stanley+332.1K (+26%)
- Citadel Advisors LLC+306.3K (+1220%)
- AQR Capital Management−292.1K (-38%)
- Northern Trust−259.2K (-23%)
- Ameriprise Financial−145.0K (-44%)
- Bank of America Corp−48.1K (-9%)
- Goldman Sachs Group−42.3K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 292 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ALLE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - |
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ALLE SEC filings: frequently asked questions
Are ALLE insiders buying or selling?
In the last 90 days, Allegion (ALLE) officers, directors and 10% owners reported 1 open-market purchase worth $26,908 by 1 insider and 6 open-market sales worth $1.9 million by 5 insiders on Form 4, a net sale of $1.8 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ALLE stock?
As of June 30, 2026, the largest Allegion (ALLE) holders among the 13F filers tracked by SignalX were BlackRock ($956.3 million), Vanguard Capital Management LLC ($789.8 million), Vanguard Portfolio Management LLC ($695.9 million), State Street Corp ($610.3 million), Invesco Ltd ($322.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ALLE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Allegion (ALLE) reported revenue of $4.1 billion (up 7.8% from FY2024) and net income of $643.8 million. Diluted EPS was $7.44. The figures come from the XBRL data in the 10-K.
What are the main risks in ALLE's latest 10-K?
In the 10-K filed February 17, 2026, Allegion (ALLE) flagged: U.S. tariffs on imports from various countries including Mexico increase COGS exposure with 20-25% sourced from Mexico, less than 5% from China, and 5-10% other non-US countries. Acquisition of ELATEC in July 2025 expands electronic security product portfolio, contributing $93.0 million in net revenues since acquisition. (AI summary of the Risk Factors section.)
What did ALLE report in its latest 8-K?
Allegion (ALLE) filed an 8-K on September 8, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Timothy P. Eckersley retiring December 31, 2026 as President, International and Senior Vice President.
What are the latest ALLE SEC filings?
Allegion (ALLE) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on August 31, 2026.
What is ALLE's SEC CIK number?
Allegion (ALLE)'s SEC Central Index Key (CIK) is 1579241. EDGAR lists every ALLE filing under that number.
Ask anything about ALLE
The research agent reads ALLE's filings, financials, insider trades and 13F holders, then answers with sources.