Schonfeld Strategic Advisors 13F: Cuts ALSN Stake by $20M

Schonfeld Strategic Advisors Cuts Position in Allison Transmission Holdings, Inc.

Schonfeld Strategic Advisors trimmed its holdings in Allison Transmission Holdings, Inc. (NYSE:ALSN) during the period, according to a recent Form 13F filing with the U.S. Securities and Exchange Commission. The backward-looking filing reflects institutional holdings as of that date and may not represent the fund's current position today.

Details of the Reduction in ALSN Shares

The quantitative firm cut its stake by selling off 175,758 shares during the period. That marked a 36.6% decrease from the previous quarter, when the fund held 480,496 shares. Schonfeld ended the period with 304,738 shares of the auto parts maker, with the remaining stake valued at roughly $34.98 million based on reporting-period metrics.

Allison Transmission Stock Performance and Context

Allison Transmission shares trade near $114.80, sitting below the 50-day moving average of $121.10 and above the 200-day moving average of $118.01. The stock has traded between a 52-week low of $76.01 and a 52-week high of $137.62. The company carries an 18.04 P/E ratio and a forward P/E of 9.99.

Recent Earnings and Financial Health

For investors tracking the broader picture, Allison Transmission generated $4.40 billion in revenue over the trailing period, alongside a net margin of 12.02% and a return on equity of 28.35%. Earnings per share came in at $6.24. The company's next earnings report is expected on October 29, 2026.

Dividend Yield and Payouts

The company pays an annual dividend yielding 1.03%, backed by a low payout ratio of 17.81%.

Analysts Set New Price Targets

Wall Street firms have adjusted their views on the stock in recent months. On October 12, 2026, Citigroup upgraded the stock to a Buy rating with a $135.00 price target. Earlier, on October 8, 2026, JP Morgan maintained its Neutral rating while lowering its target from $145.00 to $142.00, and Wells Fargo maintained an Equal-Weight rating with a reduced target of $120.00. Freedom Broker initiated coverage on October 2, 2026, with a Buy rating and a $144.00 target. Overall, the stock carries a consensus buy recommendation from 11 analysts, with a mean price target of $138.91.

Inside Allison Transmission Holdings

Headquartered in Indianapolis, Indiana, Allison Transmission Holdings, Inc. designs and manufactures fully automatic transmissions for medium- and heavy-duty commercial vehicles, defense trucks, and transit buses, alongside electrified propulsion systems and replacement parts. Founded in 1915, the company employs around 4,000 workers globally.

What to Watch at Allison Transmission Holdings, Inc.

Investors will look toward the upcoming October earnings release and subsequent 13F filings to see whether other institutional managers follow Schonfeld's lead or continue holding shares. As always, 13F data looks backward and may not reflect ongoing portfolio adjustments.