• Allegion plc recently declared a quarterly dividend of US$0.55 per ordinary share, an 8% increase from 2025 and its 12th consecutive annual dividend raise, payable on March 31, 2026 to shareholders of record on March 13, 2026.

• At the same time, analysts are projecting year-over-year growth in earnings and revenue, suggesting that Allegion’s higher dividend is being underpinned by expectations of stronger operating performance across both its Americas and International segments.

• With Allegion’s 8% dividend increase as a backdrop, we’ll now examine how this development may influence the company’s broader investment narrative.

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To own Allegion, you need to believe in the long term demand for secure access solutions and the company’s ability to shift its mix toward higher value electronics and software. The 8% dividend increase signals confidence in cash generation, but it does not materially change the near term focus on strengthening international performance and managing exposure to nonresidential construction cycles, which remain key catalysts and risks in the story.

The most relevant recent development alongside the dividend news is the upcoming Q4 2025 earnings release on February 17, 2026, with analysts expecting higher earnings and revenue year over year. How those results split between Allegion Americas and the historically softer International segment will be important in assessing whether the dividend growth is being supported by a balanced earnings profile or still leans heavily on North American nonresidential demand.

Yet beneath the higher dividend and earnings expectations, there is still the question of how resilient Allegion really is if nonresidential construction were to…

Read the full narrative on Allegion (it’s free!)

Allegion’s narrative projects $4.8 billion revenue and $825.7 million earnings by 2028. This requires 7.1% yearly revenue growth and about a $199.5 million earnings increase from $626.2 million today.

Uncover how Allegion’s forecasts yield a $181.27 fair value, in line with its current price.

Three members of the Simply Wall St Community place Allegion’s fair value between US$136.03 and US$181.27, illustrating how far apart individual views can be. When you set that against Allegion’s reliance on resilient nonresidential demand as a key earnings driver, it underlines why you may want to compare several independent estimates before forming your own view.