Carlisle Companies Incorporated $CSL Shares Sold by PNC Financial Services Group Inc.

PNC Financial Services Group Inc. lowered its position in Carlisle Companies Incorporated (NYSE:CSL) by 20.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,044 shares of the conglomerate’s stock after selling 1,777 shares during the period. PNC Financial Services Group Inc.’s holdings in Carlisle Companies were worth $2,350,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. BOK Financial Private Wealth Inc. purchased a new stake in shares of Carlisle Companies in the 4th quarter valued at $27,000. Torren Management LLC acquired a new stake in shares of Carlisle Companies in the fourth quarter worth $33,000. Osterweis Capital Management Inc. purchased a new position in shares of Carlisle Companies during the second quarter worth $36,000. Quarry LP purchased a new position in shares of Carlisle Companies during the fourth quarter worth $36,000. Finally, Rothschild Investment LLC lifted its position in Carlisle Companies by 3,866.7% during the fourth quarter. Rothschild Investment LLC now owns 119 shares of the conglomerate’s stock valued at $38,000 after purchasing an additional 116 shares during the period. 89.52% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have commented on CSL. Raymond James Financial started coverage on shares of Carlisle Companies in a report on Monday, April 27th. They issued an “outperform” rating and a $425.00 price target on the stock. Oppenheimer lifted their price objective on Carlisle Companies from $420.00 to $425.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Weiss Ratings restated a “hold (c)” rating on shares of Carlisle Companies in a research note on Wednesday, June 24th. Truist Financial dropped their target price on Carlisle Companies from $360.00 to $340.00 and set a “hold” rating on the stock in a report on Tuesday, July 7th. Finally, Robert W. Baird reduced their price target on Carlisle Companies from $425.00 to $405.00 and set an “outperform” rating for the company in a research report on Monday, July 20th. Five investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Carlisle Companies currently has an average rating of “Hold” and an average price target of $399.29.

Key Stories Impacting Carlisle Companies

Here are the key news stories impacting Carlisle Companies this week:

• Positive Sentiment: Q2 results beat expectations: Carlisle reported record second-quarter revenue of approximately $1.57 billion, up 8% year over year, while adjusted EPS reached $7.03 versus the $6.35 consensus estimate and $6.27 a year earlier. Revenue growth was led by Carlisle Construction Materials, up 8%, and Carlisle Weatherproofing Technologies, up 10%. Carlisle Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Capital returns increased: The company repurchased $250 million of shares during the quarter and raised its 2026 repurchase target to $1.2 billion, which could support per-share earnings and signal management confidence in Carlisle’s cash generation. Carlisle Companies Reports Second Quarter Results
• Positive Sentiment: Full-year revenue outlook raised: Management increased its 2026 revenue-growth outlook to the mid-single-digit percentage range, reinforcing the company’s expectation for continued demand and sales expansion. Carlisle Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Mixed profitability signal: Operating margin was 22.4% and adjusted EBITDA margin was 26.2%, but management expects the full-year adjusted EBITDA margin to remain flat. This indicates revenue growth may be offset by input-cost inflation and other operating pressures. Carlisle Q2 Key Metrics
• Negative Sentiment: Margin and demand concerns remain: Investors had been worried about higher petrochemical and MDI costs, important roofing inputs, as well as cautious construction conditions. A recent analyst target cut intensified the defensive sentiment before the earnings release. Why Carlisle Companies Stock Is Down Today
• Negative Sentiment: Insider selling may weigh on sentiment: Data cited in the reports showed 18 insider sales and no insider purchases over the past six months, including sales by senior executives. While such transactions may be compensation-related or scheduled, the imbalance can reinforce investor caution.

Carlisle Companies Stock Down 3.8%

CSL stock opened at $334.67 on Thursday. The firm has a market cap of $13.54 billion, a PE ratio of 19.68, a P/E/G ratio of 1.10 and a beta of 0.85. The company has a debt-to-equity ratio of 1.74, a quick ratio of 2.58 and a current ratio of 3.38. The firm’s fifty day moving average is $347.29 and its 200 day moving average is $355.98. Carlisle Companies Incorporated has a one year low of $293.43 and a one year high of $432.91.

Carlisle Companies (NYSE:CSL) last released its quarterly earnings data on Wednesday, July 29th. The conglomerate reported $7.03 earnings per share for the quarter, beating analysts’ consensus estimates of $6.35 by $0.68. The company had revenue of $1.57 billion during the quarter, compared to analysts’ expectations of $1.48 billion. Carlisle Companies had a net margin of 14.57% and a return on equity of 43.78%. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $6.27 earnings per share. On average, research analysts forecast that Carlisle Companies Incorporated will post 21.07 EPS for the current year.

Carlisle Companies Company Profile

Carlisle Companies Inc is a diversified global manufacturer serving a broad array of markets with engineered products, systems and solutions. The company’s operations span several core business segments, including construction materials, fluid technologies, interconnect technologies, brake and friction systems, and engineered products. Carlisle is known for its expertise in developing high-performance building envelope solutions, precision-engineered hoses and fluid-handling components, lightweight interconnect systems for aerospace and defense, and heavy-duty brake and friction products.

Within its construction materials segment, Carlisle offers single-ply roofing membranes, polyiso insulation, and waterproofing systems designed for commercial and industrial buildings.