Allegion (ALLE) SVP Tracy L Kemp Sells $799K of Stock

By TradeTexts Research Desk Oct 27, 2026, 2:00 PM EDT

Key Points

Tracy Kemp, Allegion's SVP and Chief Information Officer, sold 4,469 shares at an average price of $178.81, totaling about $799,080.
After the sale, Kemp holds 11,358 shares, cutting their stake by about 28.24%.
As of October 27, 2026, Allegion shares traded recently around $178.26, about equal to the event close of $178.22.

Since the trade, $ALLE is down 0.5% to date (from the $178.22 close on Oct 26, 2026).

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On October 26, 2026, Tracy L Kemp, the Senior Vice President and Chief Information Officer of Allegion plc, sold 4,469 shares of the company for about $799,080. The average price per share was $178.81. This transaction was reported in a Form 4 filing with the SEC.

Kemp's sale reduced their ownership in Allegion to 11,358 shares, cutting their stake by about 28.24%. This move comes as Allegion's stock has shown strong performance, trading above its 50-day and 200-day moving averages.

ALLE Allegion plc

$177.40 +11.52% year to date

Daily close · Oct 27, 2026

Other Institutional Activity in Allegion

Several other institutional investors have also adjusted their positions in Allegion. Boston Partners increased its stake by 197,908 shares, bringing their total to 4,645,278 shares worth about $830.6 million. Deutsche Bank AG added 445,263 shares, ending with 1,766,125 shares valued at approximately $315.8 million. Meanwhile, both Kayne Anderson Rudnick Investment Management LLC and Massachusetts Financial Services Co. reduced their holdings by 244,652 and 293,893 shares, respectively.

Allegion plc Stock Holds Steady

As of October 27, 2026, Allegion shares traded recently around $178.26, which is about equal to the closing price of $178.22 on the day of Kemp's sale. The stock is currently above its 50-day moving average by about 13.8% and its 200-day moving average by about 18.8%. However, it is about 2.6% below its 52-week high of $183.11.

Recent Earnings

Allegion reported trailing twelve-month revenue of approximately $4.39 billion, with a net margin of 15.7% and a return on equity of 33.6%. The next earnings report is scheduled for February 16, 2027.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

F 22/100

Reported Apr 28, 2026

Forward outlook
2 target cuts vs 0 raises.
EPS & revenue
EPS missed estimates by 6.9%. Revenue missed estimates by 1.3%.
Profit surprise
EBITDA missed by 21 percent. Operating income missed by 15 percent.
Pre-earnings setup
Expectations were about average.
Analyst signal
1 downgrade, 2 target cuts.
Earnings quality
Gross margin down 0.9 points. Operating margin down 2.0 points. Positive free cash flow.

Earnings Call Summary

Allegion delivered $1.04 billion in first quarter revenue, up 9.7 percent year over year, driven by the Americas nonresidential business and acquisitions. However, organic revenue grew only 2.6 percent because of an unexpected ERP implementation failure in a European mechanical business that hurt both volume and margins. Management said production rates are improving and it expects to recover the lost sales over the rest of the year, while also managing inflationary pressures from tariffs and other input costs through price increases and cost actions.

Guidance Allegion raised its reported revenue outlook to 6 percent to 8 percent growth for the year because of the DCI acquisition it closed in March. The company reaffirmed its organic revenue growth outlook of 2 percent to 4 percent and earnings per share guidance of $8.70 to $8.90. Management expects tariff and inflation headwinds of about 1 percent of cost of goods, but plans to offset these through pricing and cost actions that should be neutral to full year earnings.

Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.

Analysts Set New Price Targets

On October 26, 2026, Goldman Sachs maintained a Buy rating on Allegion and raised its price target to $206 from $182. Earlier, on October 23, B of A Securities upgraded Allegion to a Buy with a target of $200, while Evercore ISI Group raised its target to $190. The consensus among 11 analysts is to Buy, with a mean price target of about $192.64.

About Allegion

Allegion plc provides security products and solutions worldwide, operating through two segments: Allegion Americas and Allegion International. The company offers a range of products including door controls, electronic security systems, and locks. This insider sale comes amid a period of positive analyst sentiment and recent upgrades on the stock.

Bottom Line

Tracy Kemp's recent sale of Allegion shares is notable as it reflects a significant change in his ownership stake. Investors should keep an eye on Allegion's upcoming earnings report on February 16, 2027, as well as any further insider transactions that may occur.