NewEdge Wealth LLC Takes $605,000 Position in Carlisle Companies Incorporated $CSL

NewEdge Wealth LLC bought a new stake in shares of Carlisle Companies Incorporated (NYSE:CSL) during the 2nd quarter, HoldingsChannel.com reports. The fund bought 1,669 shares of the conglomerate’s stock, valued at approximately $605,000.

Several other institutional investors have also bought and sold shares of CSL. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new stake in Carlisle Companies in the 4th quarter worth approximately $8,582,000. SEB Asset Management AB purchased a new position in shares of Carlisle Companies during the 1st quarter valued at $6,783,000. Brandywine Global Investment Management LLC grew its position in shares of Carlisle Companies by 49.3% during the 4th quarter. Brandywine Global Investment Management LLC now owns 86,311 shares of the conglomerate’s stock valued at $27,607,000 after purchasing an additional 28,493 shares in the last quarter. Y Intercept Hong Kong Ltd bought a new position in shares of Carlisle Companies in the first quarter worth $2,183,000. Finally, Welch & Forbes LLC increased its holdings in shares of Carlisle Companies by 6.8% in the first quarter. Welch & Forbes LLC now owns 140,466 shares of the conglomerate’s stock worth $46,862,000 after purchasing an additional 8,940 shares during the period. Institutional investors own 89.52% of the company’s stock.

Carlisle Companies Trading Up 3.0%

NYSE CSL opened at $368.14 on Friday. The stock’s 50-day simple moving average is $358.57 and its two-hundred day simple moving average is $358.35. Carlisle Companies Incorporated has a twelve month low of $293.43 and a twelve month high of $432.91. The company has a quick ratio of 2.04, a current ratio of 2.60 and a debt-to-equity ratio of 1.78. The company has a market capitalization of $14.62 billion, a price-to-earnings ratio of 21.12, a PEG ratio of 1.15 and a beta of 0.85.

Carlisle Companies (NYSE:CSL) last issued its quarterly earnings results on Wednesday, July 29th. The conglomerate reported $7.03 earnings per share (EPS) 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 firm had revenue of $1.57 billion during the quarter, compared to analyst estimates of $1.48 billion. During the same quarter in the previous year, the company posted $6.27 earnings per share. The company’s revenue was up 8.3% compared to the same quarter last year. Research analysts forecast that Carlisle Companies Incorporated will post 21.29 EPS for the current fiscal year.

Carlisle Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Wednesday, August 19th will be given a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Wednesday, August 19th. This is a positive change from Carlisle Companies’s previous quarterly dividend of $1.10. Carlisle Companies’s dividend payout ratio is presently 28.69%.

Key Stories Impacting Carlisle Companies

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $21.42 from $21.02, FY2027 EPS to $24.25 from $23.79, and FY2028 EPS to $26.98 from $26.46. Higher full-year forecasts support the investment case for Carlisle’s future earnings growth. Carlisle Companies earnings estimates
• Positive Sentiment: Estimates were also increased for Q4 2026 EPS to $4.69 from $4.54, Q1 2027 EPS to $3.84 from $3.81, Q2 2027 EPS to $7.95 from $7.73, Q4 2027 EPS to $5.48 from $5.12, and Q2 2028 EPS to $9.29 from $8.84. These upgrades indicate improving expectations for several future reporting periods. Carlisle Companies earnings estimates
• Neutral Sentiment: The revisions follow Carlisle’s latest quarterly results, which exceeded expectations: EPS was $7.03 versus a $6.35 consensus estimate, while revenue rose 8.3% year over year to $1.57 billion. This provides a favorable fundamental backdrop, but the estimate changes themselves are relatively modest. Carlisle Companies financial results
• Negative Sentiment: Zacks lowered its Q3 2026 EPS forecast to $6.07 from $6.43, Q1 2028 EPS to $3.49 from $3.99, and Q3 2027 EPS to $6.98 from $7.13. These cuts introduce some caution about near-term operating momentum and could limit the positive effect of the longer-term upgrades. Carlisle Companies revised earnings estimates

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Carlisle Companies in a research report on Wednesday, June 24th. Truist Financial reduced their target price on Carlisle Companies from $360.00 to $340.00 and set a “hold” rating for the company in a research report on Tuesday, July 7th. Raymond James Financial initiated coverage on Carlisle Companies in a research note on Monday, April 27th. They issued an “outperform” rating and a $425.00 target price on the stock. Finally, Robert W. Baird set a $412.00 price target on Carlisle Companies in a report on Thursday, July 30th. Five research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $401.17.

Carlisle Companies 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.