Foyston Reduces Allison Transmission Holdings by 72,651 Shares, $7.28 Million Impact
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Significant Reduction: Foyston, Gordon & Payne sold 72,651 shares of Allison Transmission in Q3 2025, resulting in a $7.28 million decrease in position value, indicating a cautious outlook on the company's future performance.
- Declining Position Percentage: Following this transaction, Foyston's stake in Allison now represents 0.7041% of its 13F AUM, a sharp drop from 2.3921% in the previous quarter, reflecting a reassessment of market prospects.
- Performance Pressure: Allison reported a 28% year-over-year decline in sales within its North American On-Highway segment for Q3, coupled with lowered full-year guidance, highlighting challenges in the commercial vehicle market.
- Defensive Growth Potential: Despite cyclical headwinds, Allison's Defense segment surged by 47%, showcasing its competitive advantage through a diversified product portfolio and strong customer relationship management.
ALSN
$100.48+Infinity%1D
Analyst Views on ALSN
Wall Street analysts forecast ALSN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALSN is 85.50 USD with a low forecast of 80.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
0 Buy
3 Hold
1 Sell
Hold
Current: 100.750
Low
80.00
Averages
85.50
High
90.00
Current: 100.750
Low
80.00
Averages
85.50
High
90.00
About ALSN
Allison Transmission Holdings, Inc. is a designer and manufacturer of propulsion solutions for commercial and defense vehicles. The Company is also a manufacturer of medium-and heavy-duty fully automatic transmissions. Its products are used in a variety of applications, including on-highway trucks, including distribution, refuse, construction, fire and emergency; buses, including school, transit and coach; motorhomes, off-highway vehicles, and equipment, including energy, mining and construction applications; and defense vehicles, including tactical wheeled and tracked. The Company operates in approximately 150 countries. The Company has manufacturing facilities in the United States, Hungary and India, as well as global engineering resources, including electrification engineering centers in Indianapolis, Indiana, Auburn Hills, Michigan and London in the United Kingdom. The Company also has approximately 1,600 independent distributor and dealer locations worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
