47,901 Shares in Carlisle Companies Incorporated $CSL Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Carlisle Companies Incorporated (NYSE:CSL) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 47,901 shares of the conglomerate’s stock, valued at approximately $17,376,000.

Several other hedge funds have also bought and sold shares of the stock. Goldman Sachs Group Inc. grew its stake in Carlisle Companies by 36.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 105,468 shares of the conglomerate’s stock worth $35,912,000 after buying an additional 28,414 shares in the last quarter. Baird Financial Group Inc. increased its holdings in shares of Carlisle Companies by 8.4% in the 2nd quarter. Baird Financial Group Inc. now owns 2,549 shares of the conglomerate’s stock worth $952,000 after buying an additional 197 shares during the last quarter. Jump Financial LLC purchased a new stake in shares of Carlisle Companies during the 2nd quarter valued at $1,345,000. Bank of Nova Scotia raised its position in shares of Carlisle Companies by 118.6% during the 2nd quarter. Bank of Nova Scotia now owns 1,646 shares of the conglomerate’s stock valued at $615,000 after buying an additional 893 shares in the last quarter. Finally, Sei Investments Co. lifted its holdings in shares of Carlisle Companies by 40.0% during the 2nd quarter. Sei Investments Co. now owns 115,396 shares of the conglomerate’s stock worth $43,088,000 after acquiring an additional 32,996 shares during the last quarter. 89.52% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Truist Financial cut their target price on shares of Carlisle Companies from $360.00 to $340.00 and set a “hold” rating for the company in a research report on Tuesday, July 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Carlisle Companies in a research note on Wednesday, June 24th. Raymond James Financial started coverage on Carlisle Companies in a report on Monday, April 27th. They issued an “outperform” rating and a $425.00 price objective for the company. Robert W. Baird set a $412.00 price objective on Carlisle Companies in a research report on Thursday, July 30th. Finally, Oppenheimer raised their price objective on Carlisle Companies from $420.00 to $425.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Five investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Carlisle Companies has a consensus rating of “Moderate Buy” and a consensus target price of $401.17.

Key Headlines Impacting Carlisle Companies

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

• Positive Sentiment: Zacks raised its full-year EPS forecasts to $21.42 for 2026, $24.25 for 2027 and $26.98 for 2028, from $21.02, $23.79 and $26.46, respectively. These increases put the 2026 forecast above the current consensus estimate of $21.21 and may support the investment case for CSL.
• Positive Sentiment: Quarterly estimates were also increased for Q4 2026 to $4.69 EPS, Q1 2027 to $3.84, Q2 2027 to $7.95, Q4 2027 to $5.48 and Q2 2028 to $9.29, indicating stronger projected earnings momentum in several periods.
• Neutral Sentiment: The revisions follow Carlisle’s recent quarterly earnings beat, when the company reported $7.03 EPS versus a $6.35 consensus estimate and revenue of $1.57 billion versus expectations of $1.48 billion. However, the current reports provide no new operating, guidance or acquisition information.
• Negative Sentiment: Zacks lowered its Q3 2026 EPS estimate to $6.07 from $6.43 and its Q3 2027 forecast to $6.98 from $7.13. These reductions could weigh on sentiment because they affect nearer-term earnings expectations.
• Neutral Sentiment: A separate head-to-head survey compares FGI Industries with Carlisle but does not disclose a new change to Carlisle’s business outlook or valuation. Head-To-Head Survey: FGI Industries vs. Carlisle Companies

Carlisle Companies Price Performance

Shares of Carlisle Companies stock opened at $357.57 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 company has a fifty day moving average of $358.09 and a 200-day moving average of $358.28. The stock has a market capitalization of $14.20 billion, a price-to-earnings ratio of 20.51, a price-to-earnings-growth ratio of 1.14 and a beta of 0.85.

Carlisle Companies (NYSE:CSL) last issued its earnings results on Wednesday, July 29th. The conglomerate reported $7.03 EPS for the quarter, topping analysts’ consensus estimates of $6.35 by $0.68. The company had revenue of $1.57 billion for the quarter, compared to analysts’ expectations of $1.48 billion. Carlisle Companies had a net margin of 14.21% and a return on equity of 47.58%. The firm’s revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the company earned $6.27 EPS. Equities research analysts expect that Carlisle Companies Incorporated will post 21.29 EPS for the current year.

Carlisle Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th will be paid a dividend of $1.25 per share. 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 payout ratio is 28.69%.

About Carlisle Companies

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.