Oppenheimer Forecasts Strong Price Appreciation for Carlisle Companies (NYSE:CSL) Stock

Carlisle Companies (NYSE:CSL) had its price target boosted by equities research analysts at Oppenheimer from $400.00 to $435.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the conglomerate’s stock. Oppenheimer’s price target would indicate a potential upside of 11.47% from the company’s previous close.

A number of other analysts also recently issued reports on the company. Robert W. Baird set a $420.00 price objective on Carlisle Companies in a research report on Wednesday, February 4th. JPMorgan Chase & Co. lowered their price target on shares of Carlisle Companies from $410.00 to $400.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Truist Financial dropped their price objective on Carlisle Companies from $350.00 to $340.00 and set a “hold” rating for the company in a research report on Thursday, October 30th. Weiss Ratings restated a “hold (c)” rating on shares of Carlisle Companies in a report on Monday, December 29th. Finally, William Blair started coverage on shares of Carlisle Companies in a research note on Friday, January 30th. They set a “market perform” rating on the stock. Four investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Carlisle Companies has a consensus rating of “Hold” and a consensus target price of $395.83.

Carlisle Companies Stock Performance

Shares of CSL stock traded down $5.33 during mid-day trading on Friday, reaching $390.26. The stock had a trading volume of 21,989 shares, compared to its average volume of 468,606. The business’s fifty day moving average is $363.98 and its 200-day moving average is $349.26. The company has a current ratio of 3.09, a quick ratio of 2.49 and a debt-to-equity ratio of 1.60. The firm has a market cap of $15.95 billion, a price-to-earnings ratio of 22.80, a PEG ratio of 1.26 and a beta of 0.94. Carlisle Companies has a 1-year low of $293.43 and a 1-year high of $435.92.

Carlisle Companies (NYSE:CSL) last posted its quarterly earnings data on Tuesday, February 3rd. The conglomerate reported $3.90 earnings per share for the quarter, topping analysts’ consensus estimates of $3.60 by $0.30. Carlisle Companies had a net margin of 14.76% and a return on equity of 41.58%. The company had revenue of $1.13 billion during the quarter, compared to analysts’ expectations of $1.11 billion. During the same period in the prior year, the business posted $4.47 earnings per share. The firm’s revenue for the quarter was up .4% on a year-over-year basis. On average, research analysts forecast that Carlisle Companies will post 22.31 earnings per share for the current year.

Insider Buying and Selling at Carlisle Companies

In other news, CFO Kevin P. Zdimal sold 24,180 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $408.04, for a total transaction of $9,866,407.20. Following the completion of the sale, the chief financial officer directly owned 30,094 shares of the company’s stock, valued at $12,279,555.76. This trade represents a 44.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP David W. Smith sold 1,800 shares of Carlisle Companies stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $414.05, for a total value of $745,290.00. Following the completion of the transaction, the vice president directly owned 3,697 shares in the company, valued at $1,530,742.85. This represents a 32.75% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 68,289 shares of company stock worth $28,125,467. 1.50% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Carlisle Companies

A number of large investors have recently bought and sold shares of CSL. Elevation Point Wealth Partners LLC bought a new position in Carlisle Companies in the 2nd quarter worth approximately $25,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Carlisle Companies during the second quarter valued at approximately $25,000. Traub Capital Management LLC bought a new stake in Carlisle Companies in the second quarter valued at $28,000. Vermillion & White Wealth Management Group LLC grew its holdings in shares of Carlisle Companies by 69.6% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 78 shares of the conglomerate’s stock worth $29,000 after purchasing an additional 32 shares during the last quarter. Finally, BOK Financial Private Wealth Inc. bought a new stake in Carlisle Companies during the fourth quarter worth about $27,000. 89.52% of the stock is currently owned by institutional investors.

Trending Headlines about Carlisle Companies

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

• Positive Sentiment: Zacks published a longer‑range FY2028 EPS projection of $27.16, signaling expectations for recovery/earnings growth further out (a potential long‑term positive if realized). Zacks FY2028 Estimate
• Neutral Sentiment: The consensus for the current year remains at $22.31 EPS; Zacks’ multi‑year model now shows FY2027 at $24.44 (above consensus), but with sizeable cuts to individual quarters — mixed signals for near vs. medium term. Consensus vs. Zacks
• Negative Sentiment: Zacks trimmed FY2027 sharply (from $27.78 to $24.44) — a notable downward revision to annual guidance that could pressure valuation and near‑term sentiment. FY2027 Cut
• Negative Sentiment: Multiple upcoming quarters were lowered: Q4 2027 cut from $6.63 to $5.53, Q3 2027 from $7.97 to $7.22, Q2 2027 from $8.41 to $7.71, Q1 2027 from $4.77 to $3.99 — these across‑the‑board trims suggest Zacks sees weaker near‑term demand/earnings. Quarterly Cuts
• Negative Sentiment: Zacks also reduced FY2026 and several 2026 quarter estimates (FY2026 from $21.46 to $20.53; Q4 2026, Q2 2026, Q1 2026 trimmed), tightening near‑term outlook and lowering forward earnings expectations. 2026 Estimate Reductions

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.