ALLE
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 19.8 | P/B | 6.63 |
| EPS (TTM) | 7.62 | Dividend | 1.71% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.6M | 0.0% | +0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.6M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | n/a | n/a |
| Boston Partners | 4.4M | 0.7% | −4% |
| State Street | 4.3M | 0.0% | +1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.6M | 1.6% | −10% |
Top institutional owners for ALLE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 31 | MIZELL STEVEN | BUY | 170 | +$27K |
| AUG 07 | Wenos Vincent | SELL | 1K | −$168K |
| JUL 29 | Eckersley Timothy P | SELL | 6K | −$1M |
| JUL 27 | Wagnes Michael J. | SELL | 1K | −$222K |
| JUL 27 | Musial Nickolas A. | SELL | 687 | −$106K |
| MAY 11 | Martens Robert C. | SELL | 4K | −$548K |
1 insider buy, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.