Caisse de depot et placement du Quebec acquired a new position in Carlisle Companies Incorporated (NYSE:CSL – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 191,977 shares of the conglomerate’s stock, valued at approximately $69,640,000. Caisse de depot et placement du Quebec owned approximately 0.48% of Carlisle Companies as of its most recent SEC filing.
A number of other institutional investors have also recently bought and sold shares of the business. BOK Financial Private Wealth Inc. bought a new stake in shares of Carlisle Companies in the fourth quarter valued at approximately $27,000. Jones Financial Companies Lllp bought a new position in Carlisle Companies during the 2nd quarter worth $33,000. Osterweis Capital Management Inc. bought a new position in Carlisle Companies during the 2nd quarter worth $35,000. Signature Equity Partners LLC raised its holdings in Carlisle Companies by 3,133.3% in the 1st quarter. Signature Equity Partners LLC now owns 97 shares of the conglomerate’s stock valued at $32,000 after acquiring an additional 94 shares in the last quarter. Finally, Allied Private Wealth LLC acquired a new position in Carlisle Companies in the 2nd quarter valued at $33,000. Institutional investors own 89.52% of the company’s stock.
Trending Headlines about Carlisle Companies
Here are the key news stories impacting Carlisle Companies this week:
- Positive Sentiment: Higher earnings expectations: Zacks Research increased its EPS forecasts for Carlisle’s first and second quarters of 2027, fourth quarter and full year 2027, second quarter of 2028, and full year 2028. The FY2027 estimate rose to $24.31 from $24.25, while the FY2028 forecast increased to $27.05 from $26.98, signaling modestly improved expectations for long-term profitability.
- Positive Sentiment: Growth opportunities remain intact: Carlisle continues to benefit from strong roofing demand, acquisitions and shareholder returns. Its latest reported quarter also showed revenue growth and earnings above analyst expectations, supporting the company’s fundamental outlook. Carlisle Exhibits Strong Prospects Despite Persisting Headwinds
- Neutral Sentiment: Analyst stance remains cautious: DA Davidson upgraded Carlisle to “hold,” while the broader analyst consensus is also “hold.” The ratings do not indicate strong conviction that the stock will outperform in the near term.
- Negative Sentiment: Margin pressure persists: Rising raw-material and freight costs are weighing on profitability in 2026. These headwinds could offset some of the benefits from demand growth and acquisitions, helping explain why the stock has decreased despite the upward earnings revisions.
Wall Street Analyst Weigh In
Check Out Our Latest Research Report on CSL
Carlisle Companies Trading Down 1.3%
Shares of CSL opened at $361.03 on Friday. The company has a debt-to-equity ratio of 1.78, a quick ratio of 2.04 and a current ratio of 2.60. Carlisle Companies Incorporated has a 52-week low of $293.43 and a 52-week high of $432.91. The firm has a market cap of $14.34 billion, a price-to-earnings ratio of 20.71, a PEG ratio of 1.15 and a beta of 0.85. The business’s fifty day moving average is $359.33 and its 200-day moving average is $357.71.
Carlisle Companies (NYSE:CSL – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The conglomerate reported $7.03 earnings per share for the quarter, topping the consensus estimate of $6.35 by $0.68. Carlisle Companies had a return on equity of 47.58% and a net margin of 14.21%.The business had revenue of $1.57 billion during the quarter, compared to the consensus estimate of $1.48 billion. During the same period in the prior year, the company earned $6.27 EPS. Carlisle Companies’s revenue for the quarter was up 8.3% on a year-over-year basis. Equities analysts anticipate that Carlisle Companies Incorporated will post 21.27 EPS for the current fiscal year.
Carlisle Companies Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th will be issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. This is an increase from Carlisle Companies’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend is Wednesday, August 19th. Carlisle Companies’s dividend payout ratio (DPR) is currently 28.69%.
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.
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