Mutual of America Capital Management 13F: New $3.4M Stake in ALSN

Mutual of America Capital Management opened a new position in Allison Transmission Holdings, Inc. ALSN, buying 30,099 shares worth about $3.4 million. The holding was revealed in a Form 13F filing with the SEC on October 23, 2026.

ALSN Allison Transmission Holdings, Inc.

$106.32 ▲ +8.24% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mutual of America's Allison Transmission Holdings, Inc. Position

The fund initiated its stake during the period, adding 30,099 shares to bring its total ownership to 30,099 shares. The reported market value of the new position reached $3,409,013.

Other Institutional Activity in Allison Transmission Holdings, Inc.

Other large investors adjusted their positions in the commercial vehicle transmission maker around the same reporting period. Boston Partners grew its holdings by 319,938 shares, ending with 3,176,528 shares worth about $337,728,455. Fuller & Thaler Asset Management Inc. reduced its stake by 772,645 shares, holding 2,622,104 shares valued at $278,782,096. LSV Asset Management raised its position by 66,470 shares to own 2,196,918 shares worth roughly $233,576,321. Renaissance Technologies, LLC trimmed its holdings by 321,433 shares, leaving it with 1,938,997 shares valued at $206,154,160.

Allison Transmission Holdings, Inc. Stock Down 4.2%

The stock closed at $106.32 on October 23, 2026, and recently traded around $106.33. The shares sit below their 50-day moving average of $119.88 and under the 200-day moving average of $118.36. The share price has ranged from a 52-week low of $76.01 to a high of $137.62 over the past year.

Recent Earnings

The company posted trailing-twelve-month revenue of $4.40 billion with earnings of $6.21 per share. The business achieved a net profit margin of 12.0% alongside a return on equity of 28.3%. Investors look toward the next earnings release scheduled for November 2, 2026.

Dividend

The company distributes an annual dividend of $1.16 per share, yielding 1.06%. The payout ratio sits at 17.8% of earnings.

Insider Buying and Selling at Allison Transmission Holdings, Inc.

Company insiders completed several transactions in recent months. Chief Financial Officer Scott A. Mell sold 2,270 shares on May 8, 2026, at an average price of $125.00 for a total of $283,750. Chief Operating Officer G. Frederick Bohley disposed of 3,961 shares on August 10, 2026, at $122.38 per share, totaling $484,748. Officer Eric C. Scroggins sold 1,050 shares on August 11, 2026, at $125.00 for $131,250. Chief Executive Officer David S. Graziosi parted with 26,708 shares on August 21, 2026, valued at $3,551,470.

Analysts Set New Price Targets

Wall Street firms updated their outlooks on the stock ahead of the filing. Morgan Stanley maintained its Equal-Weight rating with a $130.0 target on July 17, 2026. Freedom Broker initiated coverage with a buy rating and a $144.0 target on October 2, 2026. JP Morgan kept a neutral rating while adjusting its target to $142.0 on October 8, 2026. Wells Fargo maintained an Equal-Weight rating and lowered its target to $120.0 on October 8, 2026. Citigroup upgraded the stock to buy with a $135.0 target on October 12, 2026. Overall, analysts maintain a consensus buy rating with a mean price target of $138.91.

About Allison Transmission Holdings, Inc.

Headquartered in Indianapolis, Indiana, Allison Transmission Holdings, Inc. designs and manufactures fully automatic transmissions for medium- and heavy-duty commercial vehicles, defense vehicles, and electrified propulsion systems. The company serves global commercial and tactical markets.

Bottom Line

Market participants continue to monitor institutional moves and insider transactions alongside the upcoming financial report. The company's next earnings results arrive on November 2, 2026.