Man Group plc Buys Shares of 12,908 Carlisle Companies Incorporated $CSL

Man Group plc bought a new stake in shares of Carlisle Companies Incorporated (NYSE:CSL) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 12,908 shares of the conglomerate’s stock, valued at approximately $4,682,000.

A number of other institutional investors and hedge funds have also made changes to their positions in CSL. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new position in Carlisle Companies in the 4th quarter valued at about $8,582,000. SEB Asset Management AB bought a new stake in shares of Carlisle Companies during the 1st quarter worth about $6,783,000. Lazard Asset Management LLC lifted its stake in shares of Carlisle Companies by 5.5% in the 1st quarter. Lazard Asset Management LLC now owns 190,650 shares of the conglomerate’s stock worth $63,605,000 after acquiring an additional 10,009 shares during the period. Brandywine Global Investment Management LLC boosted its holdings in shares of Carlisle Companies by 49.3% in the fourth quarter. Brandywine Global Investment Management LLC now owns 86,311 shares of the conglomerate’s stock valued at $27,607,000 after acquiring an additional 28,493 shares in the last quarter. Finally, Amundi boosted its holdings in shares of Carlisle Companies by 80.7% in the first quarter. Amundi now owns 232,936 shares of the conglomerate’s stock valued at $77,706,000 after acquiring an additional 104,018 shares in the last quarter. 89.52% of the stock is currently owned by institutional investors and hedge funds.

Carlisle Companies Price Performance

CSL opened at $356.14 on Monday. Carlisle Companies Incorporated has a 12-month low of $293.43 and a 12-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 firm has a market capitalization of $14.14 billion, a P/E ratio of 20.43, a PEG ratio of 1.12 and a beta of 0.85. The stock has a fifty day moving average of $359.21 and a 200-day moving average of $357.38.

Carlisle Companies (NYSE:CSL) last announced its quarterly earnings data on Wednesday, July 29th. The conglomerate reported $7.03 EPS for the quarter, beating analysts’ consensus estimates of $6.35 by $0.68. Carlisle Companies had a net margin of 14.21% and a return on equity of 47.58%. The firm had revenue of $1.57 billion for the quarter, compared to the consensus estimate of $1.48 billion. During the same period in the previous year, the firm posted $6.27 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. Equities analysts forecast that Carlisle Companies Incorporated will post 21.27 EPS for the current fiscal year.

Carlisle Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th will be given a $1.25 dividend. This is a positive change from Carlisle Companies’s previous quarterly dividend of $1.10. This represents a $5.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, August 19th. Carlisle Companies’s dividend payout ratio (DPR) is currently 28.69%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. DA Davidson started coverage on Carlisle Companies in a research report on Monday, August 24th. They issued a “neutral” rating and a $410.00 target price for the company. Robert W. Baird set a $412.00 price objective on Carlisle Companies in a research note on Thursday, July 30th. Weiss Ratings upgraded Carlisle Companies from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday. Finally, Truist Financial decreased their target price on Carlisle Companies from $360.00 to $340.00 and set a “hold” rating for the company in a research note on Tuesday, July 7th. Five equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $402.43.

Key Carlisle Companies News

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

• Positive Sentiment: Zacks raised its earnings forecasts: Estimates were increased for several periods, including FY2027 EPS to $24.31 from $24.25 and FY2028 EPS to $27.05 from $26.98. Forecasts were also raised for Q1 2027, Q2 2027, Q4 2027 and Q2 2028. These revisions suggest incremental confidence in Carlisle’s earnings growth. MarketBeat Carlisle analyst estimates
• Positive Sentiment: Recent quarterly performance exceeded expectations: Carlisle’s latest reported quarter produced $7.03 in adjusted earnings per share versus the $6.35 analyst consensus, while revenue of $1.57 billion surpassed the $1.48 billion estimate and increased 8.3% year over year. This provides fundamental support for the stock and may help offset recent weakness.
• Neutral Sentiment: Investors are awaiting the next catalyst: Carlisle reported earnings approximately 30 days ago, and the next major driver will likely be another quarterly report or updated management guidance. The current full-year consensus is approximately $21.27–$21.29 in EPS. Carlisle Down Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: Shares have declined 2.5% since the earnings release: The pullback indicates that investors may be taking profits, waiting for additional evidence of sustained growth, or reacting to factors not reflected in the small upward estimate revisions. The decline leaves CSL near its 50-day and 200-day moving averages, making upcoming guidance and results especially important.

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.