ALLE

Acquisition Announcement: Allegion plc has acquired Trimco Hardware, a North American manufacturer of custom-designed door hardware, enhancing its portfolio in the commercial and institutional markets.

Leadership Transition: Jason Bennett, owner of Trimco, will join Allegion as general manager to ensure a smooth transition and support growth, emphasizing shared values of innovation and quality between the two companies.

Company Overview: Allegion plc, a Dublin-based security products leader with a market cap of $11.3 billion, specializes in locks and access control systems, but its stock has underperformed compared to the broader market, experiencing declines over various time frames.

Financial Performance and Outlook: Despite beating Q4 earnings expectations with a 5.4% revenue increase, Allegion anticipates slower growth for 2025, leading to cautious analyst ratings and a consensus "Hold" recommendation on its stock.

Investment Opportunities Amid Trade Fears: The article suggests that current market panic over tariffs presents a unique opportunity for contrarian investors to acquire stocks with strong dividend growth, specifically highlighting Allegion PLC and Analog Devices as resilient companies poised for continued success despite economic challenges.

Dividend Growth Potential: Both Allegion and Analog Devices have demonstrated significant dividend increases over the past decade (410% and 148%, respectively), indicating their financial stability and potential for future growth, making them attractive options for investors looking to capitalize on the current market conditions.

Innovative Security Solutions: Allegion is showcasing its latest interoperable electronic access control technologies at ISC West 2025, emphasizing the importance of interoperability in providing seamless and secure access solutions for customers.

Product Highlights: The company is introducing several new products, including Schlage mobile credentials, advanced mortise solutions, and cloud-based management tools like Overtur, aimed at enhancing security and operational efficiency across various applications.

Investor & Analyst Day Announcement: Allegion plc will host its "2025 Investor & Analyst Day" on May 6 in New York City, featuring presentations from CEO John H. Stone and other executives to discuss the company's long-term strategy, with a live webcast available for viewers.

Company Overview: Allegion is a global provider of security products and solutions, generating $3.8 billion in revenue in 2024, and offers a wide range of innovative security and access solutions under well-known brands.

Insider Trading Activity: Tracy L Kemp, the SVP-Chief Info. & Digital Officer of $ALLE, sold 2,032 shares for approximately $257,540, representing 16.5% of their holdings, while insiders have conducted 10 trades in the past six months, with more sales than purchases.

Institutional Investor Movements: In the latest quarter, 329 institutional investors increased their positions in $ALLE stock, while 261 reduced theirs, indicating mixed sentiment among large shareholders.

Insider Trading Activity: Jeffrey N Braun, SVP of $ALLE, sold 2,018 shares for approximately $271,787, representing 39.6% of his holdings in that class of stock, leaving him with 3,077 shares. In the past six months, there have been 9 insider trades, including 2 purchases and 7 sales.

Institutional Investment Trends: In the latest quarter, 329 institutional investors increased their positions in $ALLE stock while 261 reduced theirs, indicating mixed sentiment among institutional holders.

Company Presentation: Allegion plc's CFO Mike Wagnes will present the company's long-term strategy at the 2025 Bank of America Global Industrials Conference on March 19 in London, with a live webcast available for investors.

About Allegion: Allegion specializes in security and access solutions, generating $3.8 billion in revenue in 2024, and offers a wide range of products under well-known brands like Schlage® and CISA®.

Industry Growth Potential: The Zacks Security and Safety Services industry is experiencing growth due to rising demand for security products and solutions, driven by increased awareness of safety concerns and government support for research and development.

Company Highlights: Key players like Allegion plc, Life360, Alarm.com, and Cadre Holdings are well-positioned to benefit from these trends, with each company showing potential for strong performance based on their unique offerings and market demands.

Introduction of Advanced Rekey: Schlage has launched the Advanced Rekey™ feature, allowing builders and homeowners to easily rekey locks without professional help, enhancing home security management and convenience.

Key Benefits: The solution offers increased efficiency, user-friendliness, enhanced security with bump-resistant features, and versatility in keying combinations, making it ideal for various homeownership changes.

Introduction of Advanced Rekey: Schlage has launched the Advanced Rekey™ feature, allowing builders and homeowners to easily rekey locks without professional help, enhancing home security and convenience.

Key Benefits: The solution offers increased efficiency in key management, enhanced security with bump-resistant features, and versatility for existing Schlage locks, set to be available in late 2025.

Earnings Reports Overview: Several companies, including Medtronic, Entergy Corporation, and Vulcan Materials, are set to report earnings on February 18, 2025, with varying forecasts indicating potential growth or declines compared to the previous year.

Industry Comparisons: Most companies mentioned are expected to outperform their industry averages in terms of Price to Earnings ratios, suggesting stronger earnings growth relative to competitors.

Schlage Recognized as Most Trusted Brand: Schlage has been named the most trusted door lock brand for the sixth consecutive year in Lifestory Research's 2025 America's Most Trusted® Door Locks & Hardware Study, based on consumer feedback and trust metrics.

Consumer Trust Influences Purchase Decisions: The study highlights that homeowners prioritize brand trust when selecting door locks, emphasizing the importance of safety, durability, and reliability in their purchasing choices.

Acquisition Announcement: Allegion plc has signed an agreement to acquire Lemaar Australia Pty Ltd, a door hardware company, with the deal expected to close in Q1 2025, enhancing Allegion's security and accessibility solutions in Australia.

Strategic Alignment: The acquisition aligns with Allegion's existing product offerings and market approach, providing new growth opportunities while maintaining quality standards recognized by both companies.

Dividend Announcement: Allegion plc has declared a quarterly dividend of $0.51 per share, marking an increase of 6% from the previous year and the company's 11th consecutive annual dividend increase, payable on March 31, 2025.

Company Overview: Allegion is a global leader in security products with brands such as Schlage and CISA, generating $3.7 billion in revenue in 2023, focusing on securing homes, businesses, and institutions worldwide.

Dividend Announcement: Allegion plc declared a quarterly dividend of $0.51 per share, marking an increase of 6% from the previous year and the company's 11th consecutive annual dividend increase, payable on March 31, 2025.

Company Overview: Allegion is a global leader in security products with a revenue of $3.7 billion in 2023, offering solutions for various sectors including homes, businesses, and institutions through well-known brands like Schlage and Von Duprin.

Dividend Announcement: Allegion plc declared a quarterly dividend of $0.51 per share, marking an increase of 6% from 2024 and the company's 11th consecutive annual dividend increase, payable on March 31, 2025.

Company Overview: Allegion is a global leader in security products with brands like Schlage and CISA, generating $3.7 billion in revenue in 2023, focusing on securing homes, businesses, and institutions worldwide.

Company Announcement: Allegion plc's President and CEO, John H. Stone, will present the company's long-term strategy at the 2025 Barclays Industrial Select Conference on February 20, with a live webcast available for investors.

About Allegion: Allegion is a global leader in security solutions, generating $3.7 billion in revenue in 2023, offering products under well-known brands like Schlage and LCN, focusing on securing homes, businesses, and institutions worldwide.

Financial Results Announcement: Allegion plc will release its 2024 fourth-quarter and full-year financial results on February 18, followed by a conference call for analysts and investors at 8 a.m. ET to discuss the results.

Company Overview: Allegion is a global leader in security products with $3.7 billion in revenue in 2023, offering solutions for various sectors including homes, businesses, and schools, under well-known brands like Schlage and Von Duprin.

Acquisition Announcement: Allegion plc has acquired Next Door Company, including its brands and assets, with plans for integration into the Allegion Americas segment.

Company Background: Next Door, based in Miami, specializes in manufacturing stainless steel and hollow metal doors for various building types and will continue to operate under Allegion's support for growth.