SummitTX Capital L.P. Makes New $711,000 Investment in Carlisle Companies Incorporated $CSL

SummitTX Capital L.P. purchased a new position in shares of Carlisle Companies Incorporated (NYSE:CSL) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 2,131 shares of the conglomerate’s stock, valued at approximately $711,000.

Other large investors have also made changes to their positions in the company. Goldman Sachs Group Inc. grew its position in shares of Carlisle Companies by 36.9% in the first quarter. Goldman Sachs Group Inc. now owns 105,468 shares of the conglomerate’s stock valued at $35,912,000 after purchasing an additional 28,414 shares during the last quarter. Baird Financial Group Inc. raised its position in shares of Carlisle Companies by 8.4% during the 2nd quarter. Baird Financial Group Inc. now owns 2,549 shares of the conglomerate’s stock worth $952,000 after purchasing an additional 197 shares during the last quarter. Jump Financial LLC acquired a new position in shares of Carlisle Companies during the 2nd quarter worth approximately $1,345,000. Bank of Nova Scotia lifted its stake in Carlisle Companies by 118.6% in 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 stake in Carlisle Companies by 40.0% in the 2nd quarter. Sei Investments Co. now owns 115,396 shares of the conglomerate’s stock valued at $43,088,000 after buying an additional 32,996 shares in the last quarter. Hedge funds and other institutional investors own 89.52% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently commented on CSL. 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 shares of Carlisle Companies from $360.00 to $340.00 and set a “hold” rating on the stock in a report on Tuesday, July 7th. Oppenheimer raised their price target on shares of Carlisle Companies from $420.00 to $425.00 and gave the stock an “outperform” rating in a research note on Friday, April 24th. Robert W. Baird set a $412.00 price target on shares of Carlisle Companies in a report on Thursday. Finally, Raymond James Financial began coverage on shares of Carlisle Companies in a research report on Monday, April 27th. They issued an “outperform” rating and a $425.00 price objective for the company. Five research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $401.17.

More Carlisle Companies News

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

• Positive Sentiment: Second-quarter adjusted EPS was $7.03, above the approximately $6.35–$6.43 analyst expectations and up from $6.27 a year earlier. Revenue reached a record $1.57 billion, up 8% year over year and ahead of the roughly $1.48 billion consensus. CSL Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Both operating businesses contributed to growth: Carlisle Construction Materials revenue rose 8% to $1.18 billion, while Carlisle Weatherproofing Technologies revenue increased 10% to $389 million. Operating margin was 22.4% and adjusted EBITDA margin was 26.2%. Carlisle Companies Reports Second Quarter Results
• Positive Sentiment: Management raised its 2026 revenue outlook to mid-single-digit growth while forecasting a flat adjusted EBITDA margin, signaling resilience despite construction-market and materials-cost concerns. CSL Q2 Earnings Beat Estimates on Record Sales, Outlook Raised
• Positive Sentiment: Capital returns added support: CSL repurchased $250 million of stock during the quarter and increased its 2026 share-repurchase target to $1.2 billion, potentially boosting per-share results and signaling management confidence.
• Neutral Sentiment: The earnings beat follows a pre-release pullback tied to worries about MDI and petrochemical costs, supply disruptions and softer construction conditions. The improved results and guidance appear to have reversed that caution, although margin execution remains important.
• Negative Sentiment: Recent disclosed insider activity showed selling rather than buying, including transactions by senior executives. This may temper sentiment, although the sales do not directly alter the company’s operating outlook.

Carlisle Companies Trading Up 10.2%

CSL opened at $368.70 on Friday. The firm’s 50 day moving average is $348.01 and its 200-day moving average is $356.08. Carlisle Companies Incorporated has a 52-week low of $293.43 and a 52-week high of $432.91. The company has a quick ratio of 2.58, a current ratio of 3.38 and a debt-to-equity ratio of 1.74. The firm has a market capitalization of $14.92 billion, a P/E ratio of 21.15, a P/E/G ratio of 1.06 and a beta of 0.85.

Carlisle Companies (NYSE:CSL) last issued 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 firm had revenue of $1.57 billion during the quarter, compared to analyst estimates of $1.48 billion. Carlisle Companies had a return on equity of 46.29% and a net margin of 14.21%.Carlisle Companies’s quarterly revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the firm earned $6.27 EPS. Analysts expect that Carlisle Companies Incorporated will post 21.07 EPS for the current fiscal 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.