Allison Transmission (ALSN) Stock Forecast & Price Target

ALSN price $110.36 +1.06 +0.97%

Ticker
ALSN
Price
$110.36
Change
+1.06 +0.97%
Market cap ?
$9.11B
P/E ?
17.24
Forward P/E ?
13.59
Dividend yield ?
1.04%
Beta ?
0.98
Sector
Consumer Cyclical
Industry
Auto - Parts
Stocklytics score
57
Value
57
Quality
58
Growth
56

Stocklytics score rationale: value 57, quality 58, growth 56.

Financials

2016201720182019202020212022202320242025
1840200000226200000027130000002698000000208100000024020000002769000000303500000032250000003010000000

Allison Transmission Holdings, Inc. (ALSN), along with its affiliates, specializes in the global development, manufacturing, and sale of fully-automatic transmissions. These robust systems are engineered for both medium and heavy-duty commercial vehicles, as well as medium and heavy-tactical defense vehicles utilized by the U.S. military. The company's diverse product portfolio serves a broad spectrum of…

Fair value

ALSN fair value $179.24. Price $110.36. Price is 38% below fair value.

Below fair value, but more expensive than usual. A smaller discount than on 64% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 731.00M. Growth 17.26%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.70% (beta 1.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 82.58M. Net debt 1.43B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare ALSN

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-02—2.32—1.47B
2026-08-032.182.481.57B1.50B
2026-05-041.332.071.41B1.38B
2026-02-231.181.56737.00M725.43M
2025-10-291.631.95693.00M719.14M
2025-08-042.292.20814.00M799.26M
2025-05-012.232.05766.00M787.79M
2025-02-112.011.90796.00M789.91M
2024-10-292.272.02824.00M781.94M
2024-07-252.132.02816.00M799.48M
2024-04-251.901.89789.00M772.30M
2024-02-131.911.43775.00M744.03M
2023-10-251.761.75736.00M758.34M
2023-07-271.921.62783.00M735.86M
2023-04-271.851.54741.00M723.13M
2023-02-151.521.25718.00M676.21M
2022-10-261.451.29710.00M684.90M
2022-08-031.261.35664.00M685.39M
2022-04-271.301.17677.00M642.15M
2022-02-161.150.91644.00M591.78M
2021-10-270.890.90567.00M592.60M
2021-07-281.010.95603.00M621.80M
2021-04-281.070.93588.00M588.41M
2021-02-170.670.70535.00M557.93M
2020-10-280.680.57532.00M445.94M
2020-08-040.200.19377.00M274.43M
2020-05-041.201.00637.00M530.83M
2020-02-190.900.73617.00M500.46M
2019-10-301.231.12669.00M609.17M
2019-07-311.461.19737.00M600.71M
2019-04-231.321.13675.00M577.84M
2019-02-251.140.98647.00M556.19M
2018-10-291.271.09692.00M593.92M
2018-07-301.291.00711.00M551.16M
2018-04-301.080.79663.00M484.97M
2018-02-140.810.59588.00M882.00M
2017-10-300.750.50595.00M396.67M
2017-07-310.630.47580.00M432.70M
2017-04-260.520.35499.00M335.87M
2017-02-060.360.26468.90M351.68M

Dividends

Yield 1.03%. Payout ratio 17.77%. Frequency Quarterly.

Safety score 91/100 · Safe. Payout ratio is 18% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 15 separate years. Yield is 1.0%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-08-21$0.292026-08-212026-08-31Quarterly
2026-05-18$0.292026-05-182026-05-29Quarterly
2026-03-09$0.292026-03-092026-03-20Quarterly
2025-11-21$0.272025-11-212025-12-05Quarterly
2025-08-20$0.272025-08-202025-08-29Quarterly
2025-05-19$0.272025-05-192025-05-30Quarterly
2025-03-03$0.272025-03-032025-03-14Quarterly
2024-11-18$0.252024-11-182024-11-27Quarterly
2024-08-19$0.252024-08-192024-08-30Quarterly
2024-05-17$0.252024-05-202024-05-31Quarterly
2024-03-01$0.252024-03-042024-03-15Quarterly
2023-11-10$0.232023-11-132023-11-30Quarterly
2023-08-11$0.232023-08-142023-08-31Quarterly
2023-05-12$0.232023-05-152023-05-31Quarterly
2023-03-03$0.232023-03-062023-03-17Quarterly
2022-11-18$0.212022-11-212022-11-30Quarterly
2022-08-19$0.212022-08-222022-08-31Quarterly
2022-05-13$0.212022-05-162022-05-27Quarterly
2022-03-04$0.212022-03-072022-03-18Quarterly
2021-11-19$0.192021-11-222021-11-30Quarterly
2021-08-13$0.192021-08-162021-08-27Quarterly
2021-05-14$0.192021-05-172021-05-28Quarterly
2021-02-19$0.192021-02-222021-03-05Quarterly
2020-11-13$0.172020-11-162020-11-25Quarterly
2020-08-21$0.172020-08-242020-08-31Quarterly
2020-05-15$0.172020-05-182020-05-29Quarterly
2020-03-06$0.172020-03-092020-03-20Quarterly
2019-11-14$0.152019-11-152019-11-27Quarterly
2019-08-22$0.152019-08-232019-08-30Quarterly
2019-05-17$0.152019-05-202019-05-31Quarterly
2019-03-01$0.152019-03-042019-03-15Quarterly
2018-11-16$0.152018-11-192018-11-30Quarterly
2018-08-17$0.152018-08-202018-08-31Quarterly
2018-05-18$0.152018-05-212018-05-31Quarterly
2018-02-16$0.152018-02-202018-02-28Quarterly
2017-11-17$0.152017-11-202017-11-30Quarterly
2017-08-17$0.152017-08-212017-08-31Quarterly
2017-05-18$0.152017-05-222017-05-26Quarterly
2017-03-02$0.152017-03-062017-03-15Quarterly
2016-11-09$0.152016-11-142016-11-30Quarterly
2016-08-18$0.152016-08-222016-09-02Quarterly
2016-05-19$0.152016-05-232016-06-03Quarterly
2016-02-25$0.152016-02-292016-03-11Quarterly
2015-11-12$0.152015-11-162015-11-25Quarterly
2015-08-13$0.152015-08-172015-08-28Quarterly
2015-05-14$0.152015-05-182015-05-29Quarterly
2015-02-26$0.152015-03-022015-03-13Quarterly
2014-11-06$0.152014-11-102014-11-26Quarterly
2014-08-14$0.122014-08-182014-08-29Quarterly
2014-05-15$0.122014-05-192014-05-30Quarterly
2014-02-27$0.122014-03-032014-03-25Quarterly
2013-11-14$0.122013-11-182013-12-02Quarterly
2013-08-15$0.122013-08-192013-08-30Quarterly
2013-05-15$0.122013-05-172013-05-31Quarterly
2013-02-21$0.062013-02-252013-03-11Quarterly
2012-11-14$0.062012-11-162012-11-30Quarterly
2012-08-13$0.062012-08-152012-08-31Quarterly
2012-05-16$0.062012-05-182012-05-31Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-08-31EVERITT DAVID CBuy64——
2026-08-31Shivram KrishnaBuy3——
2026-08-31HAZNEDAR CAROLANN IBuy52——
2026-08-31Graziosi David S.Buy131——
2026-08-31Price Michael CraigBuy38——
2026-08-31Mell Scott ABuy28——
2026-08-31Perna GustaveBuy3——
2026-08-31BARBOUR D. SCOTTBuy3——
2026-08-31Bohley G FrederickBuy35——
2026-08-31Scroggins Eric C.Buy11——
2026-08-31Altmaier Judy LBuy50——
2026-08-31Christman Philip JBuy3——
2026-08-31Ostojic SashaBuy3——
2026-08-21Graziosi David S.Buy26.71K$38.111.02M
2026-08-21Graziosi David S.Sell13.10K$132.441.73M
2026-08-21Graziosi David S.Sell9.05K$133.211.21M
2026-08-21Graziosi David S.Sell4.56K$134.05610.99K
2026-08-21Graziosi David S.Sell26.71K$38.111.02M
2026-08-11Scroggins Eric C.Sell1.05K$125.00131.25K
2026-08-10Bohley G FrederickBuy3.96K$37.11146.99K
2026-08-10Bohley G FrederickSell3.96K$122.38484.75K
2026-08-10Bohley G FrederickSell3.96K$37.11146.99K
2026-06-04Bohley G FrederickBuy10——
2026-06-04Bohley G FrederickBuy533——
2026-06-04Bohley G FrederickSell242$118.3828.65K
2026-06-04Bohley G FrederickSell533——
2026-06-04Bohley G FrederickSell10——
2026-05-29EVERITT DAVID CBuy73——
2026-05-29Scroggins Eric C.Buy13——
2026-05-29Graziosi David S.Buy144——
2026-05-29BARBOUR D. SCOTTBuy3——
2026-05-29Bohley G FrederickBuy39——
2026-05-29Christman Philip JBuy3——
2026-05-29Perna GustaveBuy3——
2026-05-29Price Michael CraigBuy42——
2026-05-29Ostojic SashaBuy3——
2026-05-29HAZNEDAR CAROLANN IBuy59——
2026-05-29Mell Scott ABuy31——
2026-05-29Altmaier Judy LBuy57——
2026-05-29Shivram KrishnaBuy3——
2026-05-08Mell Scott ASell1.34K$89.41119.54K
2026-05-08Mell Scott ABuy1.34K$89.41119.54K
2026-05-08Mell Scott ASell1.34K$125.00167.12K
2026-05-07Altmaier Judy LBuy1.50K——
2026-05-07HAZNEDAR CAROLANN IBuy1.50K——
2026-05-07EVERITT DAVID CBuy1.50K——
2026-05-07BARBOUR D. SCOTTBuy1.50K——
2026-05-07Ostojic SashaBuy1.50K——
2026-05-07Shivram KrishnaBuy1.50K——
2026-05-07Christman Philip JBuy1.50K——
2026-05-07Perna GustaveBuy1.50K——
2026-05-06BARBOUR D. SCOTTBuy1.59K——
2026-05-06BARBOUR D. SCOTTBuy92——
2026-05-06BARBOUR D. SCOTTSell1.57K——
2026-05-06BARBOUR D. SCOTTSell16——
2026-05-06Ostojic SashaBuy1.59K——
2026-05-06Ostojic SashaSell1.57K——
2026-05-06Ostojic SashaSell16——
2026-05-06Shivram KrishnaBuy1.59K——
2026-05-06Shivram KrishnaSell16——
2026-05-06Shivram KrishnaSell1.57K——
2026-05-06Christman Philip JBuy1.59K——
2026-05-06Christman Philip JBuy92——
2026-05-06Christman Philip JSell16——
2026-05-06Christman Philip JSell1.57K——
2026-05-06Perna GustaveBuy1.59K——
2026-05-06Perna GustaveSell1.57K——
2026-05-06Perna GustaveSell16——
2026-04-14Mell Scott ABuy23——
2026-04-14Mell Scott ABuy2.84K——
2026-04-14Mell Scott ASell879$128.26112.74K
2026-04-14Mell Scott ASell1.95K——
2026-04-14Mell Scott ASell891——
2026-04-14Mell Scott ASell14——
2026-04-14Mell Scott ASell9——
2026-03-20Bohley G FrederickBuy39——
2026-03-20Graziosi David S.Buy148——
2026-03-20Ostojic SashaBuy4——
2026-03-20HAZNEDAR CAROLANN IBuy56——
2026-03-20Christman Philip JBuy4——
2026-03-20Altmaier Judy LBuy54——
2026-03-20Perna GustaveBuy4——
2026-03-20Shivram KrishnaBuy4——
2026-03-20BARBOUR D. SCOTTBuy4——
2026-03-20Scroggins Eric C.Buy13——
2026-03-20EVERITT DAVID CBuy81——
2026-03-20Mell Scott ABuy40——
2026-03-20Price Michael CraigBuy42——
2026-03-09Scroggins Eric C.Sell1.31K$114.40150.21K
2026-02-28Graziosi David S.Buy78.89K——
2026-02-28Graziosi David S.Sell34.71K$125.304.35M
2026-02-28Graziosi David S.Sell78.89K——
2026-02-28Bohley G FrederickBuy17.10K——
2026-02-28Bohley G FrederickSell7.58K$125.30949.77K
2026-02-28Scroggins Eric C.Buy5.45K——
2026-02-28Scroggins Eric C.Sell1.60K$125.30200.23K
2026-02-28Bohley G FrederickSell17.10K——
2026-02-28Scroggins Eric C.Sell5.45K——
2026-02-25Mell Scott ABuy8.95K——
2026-02-25Price Michael CraigBuy5.30K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 580, holders +15 vs prior quarter. Ownership 102.52%.

HolderSharesChangeChange %Value
FMR LLC12.42M-33.39K-0.27%1.40B
VANGUARD PORTFOLIO MANAGEMENT LLC3.99M-203.37K-4.85%449.33M
BLACKROCK, INC.3.98M187.01K+4.94%448.23M
VANGUARD CAPITAL MANAGEMENT LLC3.74M28.64K+0.77%421.91M
BOSTON PARTNERS3.18M319.92K+11.20%358.16M
FULLER & THALER ASSET MANAGEMENT, INC.2.62M-772.53K-22.76%295.62M
LSV ASSET MANAGEMENT2.20M66.37K+3.12%247.68M
GEODE CAPITAL MANAGEMENT, LLC2.03M-176.29K-8.00%228.68M
RENAISSANCE TECHNOLOGIES LLC1.94M-321.40K-14.22%218.60M
DIMENSIONAL FUND ADVISORS LP1.92M15.66K+0.82%216.21M
LONDON CO OF VIRGINIA1.82M-80.69K-4.24%205.70M
FIRST TRUST ADVISORS LP1.81M-219.97K-10.85%203.68M
STATE STREET CORP1.54M14.93K+0.98%173.41M
WASATCH ADVISORS LP1.51M776.17K+105.70%170.29M
STOCKBRIDGE PARTNERS LLC1.50M469.59K+45.57%169.11M
BANK OF MONTREAL /CAN/1.36M-187.40K-12.07%153.87M
NORGES BANK1.26M1.26MNew141.53M
FEDERATED HERMES, INC.1.24M-5.09K-0.41%139.39M
AQR CAPITAL MANAGEMENT LLC1.13M-105.02K-8.50%127.44M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.877.34K877.34KNew98.91M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC877.34K-7.32K-0.83%98.91M
MORGAN STANLEY851.52K192.50K+29.21%96.00M
CAPITAL INTERNATIONAL INVESTORS845.96K845.96KNew95.37M
CAPTRUST FINANCIAL ADVISORS825.47K9.73K+1.19%93.06M
QUBE RESEARCH & TECHNOLOGIES LTD824.57K320.08K+63.45%92.96M

Forecast

Consensus Hold from 12 analysts. Average price target $127.00, +15.1% versus the current price. Low $120.00. High $135.00.

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Analysts have an average 12-month price target of $127.00 for Allison Transmission Holdings (ALSN), 15.4% above the current price of $110.07. Of 12 analysts covering the stock, 6 rate it Buy or Strong Buy, 5 Hold, and 1 Sell or Strong Sell, giving a consensus of Hold.

Forecasts are third-party estimates and often wrong. They are not investment advice.

ALSN price target

12-month price target
Low$120.00
Average$127.00
High$135.00

The average is 15.4% above the current price of $110.07.

Is Allison Transmission Holdings a buy or sell?

Of 12 analysts, 6 rate Allison Transmission Holdings Buy or Strong Buy, 5 Hold, and 1 Sell or Strong Sell. The consensus label is Hold. That split is not a recommendation.

Allison Transmission Holdings earnings and revenue forecast

Analyst averages on file: 2026, EPS $8.12, revenue $5.94 billion. 2027, EPS $10.76, revenue $6.20 billion.

ALSN score and fair value

The Stocklytics Score for ALSN is 57 out of 100. It averages value, quality, and growth against a large-cap US universe. It is not a price target and not a buy or sell rating. Fair value is a separate estimate on the fair value tab.

ALSN forecast FAQs

What is the ALSN price target?

$127.00 average, with a published range of $120.00 to $135.00.

Is Allison Transmission Holdings a buy or sell?

The consensus is Hold from 12 analysts. This is not a recommendation.

What is the Allison Transmission Holdings stock forecast for 2026?

Analysts' average EPS estimate for 2026 on file is $8.12. The average revenue estimate is $5.94 billion.

What will ALSN be worth in 2030?

No reliable forecast exists that far out.

When is Allison Transmission Holdings's next earnings report?

The next earnings date is shown on the stock page when a future report is on the calendar. This forecast does not invent a date.

Capital is at risk. Stocklytics is operated by Stocklytics Inc., a Marshall Islands company. It is not regulated by the FCA and does not give investment advice.

Allison Transmission (ALSN) Stock Forecast & Price Target

ALSN$110.36+1.06 +0.97%

$9.11B

Market Cap

17.24

P/E

13.59

Forward P/E

57

Score

Price History