Clarion Wealth Managment Partners LLC Invests $964,000 in Carlisle Companies Incorporated $CSL

Clarion Wealth Managment Partners LLC acquired a new stake in shares of Carlisle Companies Incorporated (NYSE:CSL) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 2,658 shares of the conglomerate’s stock, valued at approximately $964,000. Carlisle Companies accounts for 0.8% of Clarion Wealth Managment Partners LLC’s investment portfolio, making the stock its 26th largest position.

A number of other large investors have also modified their holdings of the company. BlackRock Inc. bought a new position in Carlisle Companies in the second quarter worth $1,499,602,000. State Street Corp increased its holdings in Carlisle Companies by 6.9% in the 4th quarter. State Street Corp now owns 2,090,341 shares of the conglomerate’s stock valued at $668,616,000 after buying an additional 134,241 shares during the period. Bank of New York Mellon Corp raised its stake in shares of Carlisle Companies by 26.8% in the 1st quarter. Bank of New York Mellon Corp now owns 1,191,660 shares of the conglomerate’s stock valued at $397,561,000 after buying an additional 251,614 shares in the last quarter. Invesco Ltd. raised its stake in shares of Carlisle Companies by 2.6% in the 3rd quarter. Invesco Ltd. now owns 1,054,163 shares of the conglomerate’s stock valued at $346,777,000 after buying an additional 27,049 shares in the last quarter. Finally, Sands Capital Management LLC lifted its holdings in shares of Carlisle Companies by 13.9% during the 4th quarter. Sands Capital Management LLC now owns 967,640 shares of the conglomerate’s stock worth $309,509,000 after acquiring an additional 118,139 shares during the period. 89.52% of the stock is currently owned by institutional investors and hedge funds.

Key Carlisle Companies News

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

Analyst Upgrades and Downgrades

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

Carlisle Companies Stock Up 0.1%

Shares of CSL opened at $368.14 on Monday. The company has a market capitalization of $14.62 billion, a P/E ratio of 21.12, a PEG ratio of 1.15 and a beta of 0.85. Carlisle Companies Incorporated has a one year low of $293.43 and a one year high of $432.91. The business’s 50 day simple moving average is $358.57 and its 200-day simple moving average is $358.46. The company has a debt-to-equity ratio of 1.78, a current ratio of 2.60 and a quick ratio of 2.04.

Carlisle Companies (NYSE:CSL) last released its quarterly earnings results 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 analysts’ expectations of $1.48 billion. Carlisle Companies had a return on equity of 47.58% and a net margin of 14.21%.The business’s revenue was up 8.3% on a year-over-year basis. During the same period last year, the firm posted $6.27 EPS. As a group, sell-side analysts predict that Carlisle Companies Incorporated will post 21.29 EPS for the current fiscal year.

Carlisle Companies Increases Dividend

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

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.