ALSN Allison Transmission Holdings Inc

Norris Perne & French LLP MI significantly reduced its stake in Allison Transmission Holdings, Inc. (ALSN) by 14.1% in Q3 2025, now holding 256,329 shares worth approximately $21.76 million. This reduction occurred despite other institutional investors increasing their holdings, and follows Allison Transmission missing its Q3 earnings and revenue estimates. The company has an average "Hold" rating from analysts with a target price of $95.13 and recently announced a quarterly dividend of $0.27 per share.

Dana Incorporated and Allison Transmission Holdings, Inc. have received all necessary regulatory approvals for the sale of Dana’s Off-Highway business to Allison. This transaction is anticipated to close by year-end, positioning Dana to return $600 million to shareholders and reduce debt by approximately $2 billion next year. Allison Transmission sees this acquisition as a strategic alignment with its long-term growth strategy, strengthening its position in the global off-highway market.

Foyston, Gordon & Payne reduced its position in Allison Transmission Holdings (NYSE:ALSN) by 72,651 shares in the third quarter, a move representing an estimated $7.28 million decrease. This reduction left the fund with 37,954 shares valued at $3.22 million at quarter-end. The SEC filing on November 12, 2025, detailed this transaction.

Wedge Capital Management L L P NC increased its holdings in Allison Transmission Holdings, Inc. by 20% in the third quarter, bringing their total stake to 167,020 shares valued at approximately $14.18 million. This comes despite Allison Transmission missing its quarterly earnings and revenue estimates. The company offers a quarterly dividend and currently holds a consensus "Hold" rating from analysts with a price target of $95.13.

Stolper Co has made a significant investment, acquiring 75,606 shares of Allison Transmission Holdings, Inc. (NYSE:ALSN) valued at approximately $6.42 million during the third quarter. This investment now represents 1.9% of Stolper Co's portfolio, making it their 17th largest holding, and accounts for about 0.09% of Allison Transmission's shares. Despite the investment, analyst sentiment for ALSN is mixed, with a consensus "Hold" rating and an average price target of $94.50.

Oak Thistle LLC significantly reduced its stake in Allison Transmission Holdings, Inc. (NYSE:ALSN) by selling 11,650 shares, cutting its holdings by 34.4%. This transaction leaves the institutional investor with 22,248 shares valued at $1.89 million. The company recently reported a notable earnings miss, with quarterly EPS of $1.63 against an expected $1.95 and revenue of $693 million, falling short of expectations and down 15.9% year-over-year.