CARLISLE COS. INC. R (CLE.DU) Q2 FY2026 earnings call transcript
Carlisle Companies Inc. reported record Q2 FY2026 revenue of $1.6 billion and adjusted EPS of $7.03, an increase of 8% and 12% year-over-year respectively, despite macroeconomic headwinds and increased raw material costs. The company raised its full-year 2026 revenue outlook to mid-single-digit growth, maintaining confidence in its Vision 2030 targets through strategic initiatives, innovation, and disciplined capital allocation. They also announced an increase in their share repurchase target to $1.2 billion for the year.
Nykredit A S Invests $2.33 Million in Carlisle Companies Incorporated $CSL
Nykredit A/S recently invested $2.33 million in Carlisle Companies (NYSE:CSL), acquiring 6,423 shares. This makes Nykredit A/S one of many institutional investors holding 89.52% of the stock. Carlisle Companies reported strong Q2 earnings, beating estimates with $7.03 EPS and an 8.3% increase in revenue year-over-year, and also increased its quarterly dividend.
Carlisle Companies Incorporated (NYSE:CSL) Given Average Recommendation of "Hold" by Brokerages
Carlisle Companies Inc. (NYSE:CSL) has received a consensus "Hold" rating from eleven brokerages, with six recommending a hold and five a buy. The average 12-month price target is $402.43. The company recently exceeded quarterly earnings and revenue expectations, and increased its quarterly dividend.
Q2 Building Materials Earnings Review: First Prize Goes to Carlisle (NYSE:CSL)
Carlisle Companies (CSL) led the Q2 building materials earnings season with impressive revenue and EBITDA beats, despite a slight dip in stock price post-reporting. Sherwin-Williams (SHW) also performed well but saw a minor stock decrease, while Resideo (REZI) experienced the weakest quarter with significant misses and a substantial stock drop. Tecnoglass (TGLS) and Valmont (VMI) both reported strong quarters with analyst estimate beats and raised guidance, yet their stock prices also declined after earnings.
Q2 Building Materials Earnings Review: First Prize Goes to Carlisle (NYSE:CSL)
Carlisle (NYSE:CSL) took the top spot in the Q2 building materials earnings season, reporting strong revenue and EBITDA beats. Other notable performers included Sherwin-Williams (NYSE:SHW) and Tecnoglass (NYSE:TGLS) with impressive results, while Resideo (NYSE:REZI) had the weakest quarter. The article highlights the cyclical nature of the building materials industry and factors influencing company performance.
Q2 Building Materials Earnings Review: First Prize Goes to Carlisle (NYSE:CSL)
Carlisle (NYSE:CSL) took first prize in the Q2 building materials earnings season, reporting strong revenues that exceeded analysts' expectations. Other companies like Sherwin-Williams (NYSE:SHW), Tecnoglass (NYSE:TGLS), and Valmont (NYSE:VMI) also showed positive results, while Resideo (NYSE:REZI) had a weaker quarter. The article highlights how building materials companies are influenced by economic factors and raw material costs, and how market risks like AI and geopolitics have shifted investor focus.
CARLISLE COMPANIES (NYSE: CSL) Director Singh Jesse G Executes Option Exercise and Reports 505-Share Sale
On September 10, 2026, CARLISLE COMPANIES INC (NYSE: CSL) Director Singh Jesse G exercised options for 4,070 shares at $329.74 per share, converting all his derivative securities. Following this, he sold 505 shares, reducing his total reported holdings to 8,247 shares from an initial 8,752 post-exercise. This transaction eliminated his derivative securities position and represented a sale of approximately 5.8% of his post-exercise holdings.
Carlisle (NYSE: CSL) director granted 197 shares as annual retainer
Carlisle Companies Inc. (CSL) director Corrine D. Ricard received 197 shares of common stock as part of her annual retainer on September 10, 2026, priced at $329.74 per share. Following this acquisition, Ricard directly holds 6,015 CSL common shares. The transaction was classified as an "other" acquisition, not an open-market purchase, and no Rule 10b5-1 trading plan was reported.
Board exit sees Carlisle (NYSE: CSL) director swap units for stock and give up shares
Carlisle (NYSE: CSL) director Jesse G. Singh converted 4,070 restricted stock units (RSUs) into common shares and forfeited 505 unvested restricted shares upon his resignation from the board on September 10, 2026. This transaction reflects his departure from the company's board of directors. Following these actions, Singh holds 8,247 common shares and zero restricted stock units.
Carlisle Companies Incorporated Announces Resignation of Jesse G. Singh from Director
Carlisle Companies Incorporated announced the resignation of Jesse G. Singh from its Board of Directors, effective September 10, 2026. Mr. Singh's resignation was due to a change in his employment and was not related to any disagreements with the company's operations, policies, or practices. Concurrently, the Board fixed the number of directors at six.
Hsbc Holdings PLC Sells 4,475 Shares of Carlisle Companies Incorporated $CSL
Hsbc Holdings PLC reduced its stake in Carlisle Companies Incorporated (NYSE:CSL) by 19.6% in the second quarter, selling 4,475 shares and retaining 18,394 shares valued at $6.68 million. Other institutional investors also adjusted their positions, and hedge funds and institutional investors collectively own 89.52% of CSL. Carlisle reported strong quarterly earnings and increased its quarterly dividend to $1.25 per share, resulting in a 1.5% yield.
Carlisle Companies Incorporated $CSL Shares Acquired by Squarepoint Ops LLC
Squarepoint Ops LLC increased its stake in Carlisle Companies (NYSE:CSL) by 28.8% during the second quarter, now owning 47,679 shares valued at $17.29 million. Institutional investors collectively own 89.52% of CSL. The company recently reported strong quarterly results, beating earnings estimates, and increased its quarterly dividend to $1.25, while analysts maintain a cautious "Hold" rating with a consensus price target of $402.43.
VIRGINIA RETIREMENT SYSTEMS ET Al Invests $3.56 Million in Carlisle Companies Incorporated $CSL
Virginia Retirement Systems acquired 9,820 shares of Carlisle Companies, valued at approximately $3.56 million, during the second quarter. Carlisle Companies reported strong quarterly earnings of $7.03 per share, surpassing estimates, with revenue increasing 8.3% year over year. The company also raised its quarterly dividend to $1.25 per share, contributing to a 1.5% yield.
California State Teachers Retirement System Grows Stock Position in Carlisle Companies Incorporated $CSL
The California State Teachers Retirement System significantly increased its stake in Carlisle Companies (NYSE:CSL) during the second quarter, purchasing over 20 million additional shares. This move made the fund the majority holder with approximately 51.4% of the company's stock. The company also reported strong quarterly earnings, surpassing analyst expectations, and increased its quarterly dividend.
Carlisle Companies (NYSE: CSL) grants director stock in annual retainer
Carlisle Companies director James D. Frias was granted 197 shares of common stock as part of his annual retainer on September 10, 2026. This acquisition, valued at $329.74 per share, increased his direct holdings to 5,723 shares. The transaction was reported as an "other" acquisition and not linked to a Rule 10b5-1 trading plan.
Wellington Management Group LLP Purchases 10,365 Shares of Carlisle Companies Incorporated $CSL
Wellington Management Group LLP increased its stake in Carlisle Companies Incorporated by 23.1% in the second quarter, purchasing 10,365 additional shares, bringing its total holdings to 55,300 shares valued at approximately $20.1 million. The company's stock currently has a "Hold" rating from analysts with an average price target of $402.43. Carlisle Companies recently exceeded quarterly expectations, reporting $7.03 EPS and $1.57 billion in revenue, and increased its quarterly dividend to $1.25.
7,572 Shares in Carlisle Companies Incorporated $CSL Bought by Nykredit A S
Nykredit A/S recently acquired 7,572 shares of Carlisle Companies Incorporated (NYSE:CSL) valued at approximately $2.75 million in the second quarter. Institutional investors and hedge funds collectively own 89.52% of CSL's outstanding stock. Analysts generally maintain a "Hold" rating for CSL, with a consensus price target of $402.43, and the company recently exceeded earnings expectations and increased its quarterly dividend.
Alley Investment Management Company LLC Sells 17,926 Shares of Carlisle Companies Incorporated $CSL
Alley Investment Management Company LLC significantly reduced its stake in Carlisle Companies (NYSE:CSL) by selling 17,926 shares, retaining 7,061 shares worth $2.56 million. This comes as Carlisle Companies reported strong quarterly earnings of $7.03 per share, surpassing estimates, and an 8.3% year-over-year revenue increase. The company also raised its quarterly dividend to $1.25 per share, resulting in a 1.5% yield, while analysts maintain a consensus "Hold" rating with an average price target of $402.43.
Empowered Funds LLC Makes New $1.91 Million Investment in Carlisle Companies Incorporated $CSL
Empowered Funds LLC has acquired a new stake of 5,277 shares, valued at approximately $1.91 million, in Carlisle Companies Incorporated (NYSE:CSL) during the second quarter. Other institutional investors have also adjusted their holdings, contributing to a total of 89.52% institutional ownership. Analysts currently rate CSL as a "Hold" with an average price target of $402.43, as the company recently exceeded earnings expectations and increased its quarterly dividend.
Public Employees Retirement System of Ohio Invests $4.89 Million in Carlisle Companies Incorporated $CSL
The Public Employees Retirement System of Ohio has invested approximately $4.89 million in Carlisle Companies Incorporated, purchasing 13,494 shares. This investment highlights the significant institutional interest in CSL, with institutional investors and hedge funds owning 89.52% of the stock. Carlisle Companies recently reported strong quarterly earnings, beating analyst expectations, increasing its dividend, and maintaining a "Hold" consensus rating from analysts.
Corient Private Wealth LP Acquires Shares of 11,586 Carlisle Companies Incorporated $CSL
Corient Private Wealth LP has acquired 11,586 shares of Carlisle Companies Incorporated, valued at approximately $4.2 million, as institutional investors now collectively own 89.52% of CSL. The company recently exceeded quarterly earnings and revenue expectations, reporting $7.03 EPS and $1.57 billion in revenue, and increased its quarterly dividend from $1.10 to $1.25 per share. Analyst sentiment is mixed, with a consensus price target of $402.43 against the stock's current price of $347.94.
Canada Pension Plan Investment Board Acquires New Stake in Carlisle Companies Incorporated $CSL
The Canada Pension Plan Investment Board (CPPIB) has acquired a new stake of 6,440 shares, valued at approximately $2.34 million, in Carlisle Companies Incorporated (NYSE:CSL) during the second quarter. Institutional investors now collectively own 89.52% of CSL's outstanding stock. Carlisle Companies reported strong quarterly earnings, exceeding analyst expectations with an EPS of $7.03 and revenue of $1.57 billion, and also increased its quarterly dividend.
Man Group plc Buys Shares of 12,908 Carlisle Companies Incorporated $CSL
Man Group plc has acquired 12,908 shares of Carlisle Companies Incorporated (NYSE:CSL) during the second quarter, valuing the new stake at approximately $4.68 million. This move is part of broader institutional interest, with hedge funds and institutional investors collectively owning 89.52% of CSL's outstanding shares. Carlisle Companies recently reported strong quarterly earnings, beating analyst estimates with $7.03 EPS and an 8.3% year-over-year revenue increase, and also declared an increased quarterly dividend of $1.25 per share.
The Manufacturers Life Insurance Company Buys New Shares in Carlisle Companies Incorporated $CSL
The Manufacturers Life Insurance Company has acquired 24,342 new shares of Carlisle Companies Incorporated (NYSE:CSL) worth approximately $8.83 million, establishing a 0.06% stake. This comes as Carlisle reported strong quarterly results, exceeding EPS and revenue expectations, and increased its quarterly dividend. Despite a recent 2.5% share decline post-earnings, analysts maintain a "Hold" rating with an average price target of $402.43.
Legal & General Group Plc Makes New $49.81 Million Investment in Carlisle Companies Incorporated $CSL
Legal & General Group Plc has made a new $49.81 million investment in Carlisle Companies Inc. (NYSE:CSL), acquiring 137,314 shares. This move increases institutional ownership in Carlisle, which recently surpassed earnings expectations and raised its quarterly dividend to $1.25 per share. Despite a recent 2.5% share decline post-earnings, analysts maintain a "Hold" rating with a consensus price target of $402.43.
Bank of Nova Scotia Purchases New Stake in Carlisle Companies Incorporated $CSL
Bank of Nova Scotia acquired a new position in Carlisle Companies (NYSE:CSL) during the second quarter, purchasing 7,194 shares valued at approximately $2.61 million. Several other institutional investors also adjusted their holdings in CSL, with institutional investors and hedge funds collectively owning 89.52% of the company's stock. Carlisle Companies reported strong quarterly earnings, beating estimates, and recently increased its quarterly dividend.
Jupiter Topco LLC Purchases Shares of 249,295 Carlisle Companies Incorporated $CSL
Jupiter Topco LLC has acquired 249,295 shares of Carlisle Companies Incorporated (NYSE:CSL) for approximately $90.4 million, representing a 0.63% stake. This comes as Carlisle exceeded quarterly expectations with $7.03 EPS and $1.57 billion in revenue, and increased its quarterly dividend to $1.25 per share. Analysts generally maintain a "Hold" rating on the stock with an average price target of $402.43.
Commerce Bank Takes $1.06 Million Position in Carlisle Companies Incorporated $CSL
Commerce Bank has acquired a new position in Carlisle Companies Inc. (NYSE:CSL) during the second quarter, purchasing 2,930 shares valued at approximately $1.06 million. Other institutional investors have also adjusted their holdings in the company, which reported strong quarterly earnings of $7.03 EPS, beating estimates, and increased its quarterly dividend. Despite a consensus "Hold" rating, the average analyst price target for CSL is higher than its recent trading price.
Cibc World Market Inc. Acquires Shares of 6,631 Carlisle Companies Incorporated $CSL
Cibc World Market Inc. has acquired 6,631 shares of Carlisle Companies (NYSE: CSL), valued at approximately $2.4 million, with other institutional investors also increasing their holdings. Carlisle Companies reported strong quarterly earnings, beating analyst estimates with an EPS of $7.03 and an 8.3% year-over-year revenue increase. The company also raised its quarterly dividend to $1.25 per share, reflecting a positive financial outlook despite a "Hold" rating from analysts with an average target price of $402.43.
Quantbot Technologies LP Takes Position in Carlisle Companies Incorporated $CSL
Quantbot Technologies LP has acquired a new stake of 3,418 shares in Carlisle Companies Incorporated, valued at approximately $1.24 million during the second quarter. This move is part of a broader trend where institutional investors now own 89.52% of the company. Carlisle Companies recently reported strong quarterly earnings, beating estimates, and increased its quarterly dividend to $1.25 per share.
3M vs. Carlisle: Which Industrial Conglomerate Stock Should You Bet On?
This article compares 3M (MMM) and Carlisle (CSL), two industrial conglomerates with similar market exposure, to determine which offers better upside potential. It analyzes their fundamentals, growth drivers, and challenges, concluding that 3M appears to be a stronger investment due to its segment momentum, restructuring benefits, and positive outlook. Carlisle, despite strong demand in some segments, faces concerns over escalating costs and high debt.
DA Davidson initiates Carlisle stock with neutral rating
DA Davidson initiated coverage on Carlisle Companies Inc. (NYSE:CSL) with a Neutral rating and a price target of $410.00, noting that the stock is currently trading slightly above its Fair Value. The firm acknowledged the company's strong recent performance, including outperforming on a year-to-date basis with a 14.4% return and addressing concerns related to segment demand and margins. Despite positive Q2 2026 earnings, DA Davidson prefers a modest pullback before adopting a more positive stance due to limited upside to their price target and the margin outlook for next year.
L2 Asset Management LLC Invests $3.63 Million in Carlisle Companies Incorporated $CSL
L2 Asset Management LLC has acquired a new stake worth approximately $3.63 million in Carlisle Companies Incorporated (NYSE:CSL) during the second quarter. Other institutional investors have also adjusted their holdings in CSL. The company recently increased its quarterly dividend to $1.25, and analysts have set a consensus "Moderate Buy" rating with an average price target of $402.43.
Meiji Yasuda Asset Management Co Ltd. Purchases Shares of 9,831 Carlisle Companies Incorporated $CSL
Meiji Yasuda Asset Management Co Ltd. has acquired a new stake of 9,831 shares in Carlisle Companies Incorporated (NYSE:CSL) during the second quarter, valued at approximately $3,566,000. Other institutional investors, including BlackRock Inc. and State Street Corp, have also significantly modified their holdings in Carlisle Companies. The company recently increased its quarterly dividend to $1.25 per share, payable on September 1st.
Daiichi Life Insurance Co. Ltd. Acquires Shares of 3,063 Carlisle Companies Incorporated $CSL
Daiichi Life Insurance Co. Ltd. recently acquired a new position in Carlisle Companies Incorporated, purchasing 3,063 shares valued at approximately $1.11 million during the second quarter. Other institutional investors have also adjusted their holdings in CSL. The company has an average analyst rating of "Moderate Buy" with a consensus price target of $402.43 and recently increased its quarterly dividend.
PEAK6 LLC Purchases New Position in Carlisle Companies Incorporated $CSL
PEAK6 LLC recently acquired a new position in Carlisle Companies (NYSE:CSL), purchasing 7,028 shares valued at approximately $2.55 million during the second quarter. Carlisle reported strong quarterly results with EPS of $7.03 and revenue of $1.57 billion, and subsequently raised its quarterly dividend to $1.25 per share. Institutional investors and hedge funds collectively own a significant 89.52% of CSL's stock, and analysts currently maintain a "Moderate Buy" consensus rating for the company.
Korea Investment CORP Makes New $17.49 Million Investment in Carlisle Companies Incorporated $CSL
Korea Investment CORP has initiated a new $17.49 million investment in Carlisle Companies (NYSE:CSL) by purchasing 48,220 shares, representing a 0.12% stake. The company reported strong Q2 earnings, beating analyst estimates with $7.03 EPS and an 8.3% increase in revenue year-over-year. Analysts rate CSL as a "Moderate Buy" with a target price of $401.17, and the company recently raised its quarterly dividend to $1.25 per share.
Callan Family Office LLC Buys Shares of 7,136 Carlisle Companies Incorporated $CSL
Callan Family Office LLC recently acquired 7,136 shares of Carlisle Companies Inc. (CSL) valued at approximately $2.59 million, contributing to institutional investors' 89.52% ownership of the company. Carlisle exceeded its Q2 earnings expectations with an EPS of $7.03 and revenue of $1.57 billion, and also increased its quarterly dividend to $1.25. Analysts maintain a "Moderate Buy" rating, with some adjusting near-term EPS forecasts downward while raising longer-term estimates.
Heartland Advisors Inc. Buys New Shares in Carlisle Companies Incorporated $CSL
Heartland Advisors Inc. recently acquired 17,364 shares of Carlisle Companies Incorporated (NYSE:CSL) worth approximately $6.3 million, marking a new position for the firm. Carlisle Companies has demonstrated strong financial performance, reporting quarterly EPS of $7.03, surpassing estimates, and an 8.3% increase in revenue year-over-year. The company also raised its quarterly dividend to $1.25 per share, and analysts maintain a "Moderate Buy" rating with a consensus price target of $401.17.
Danske Bank A S Acquires Shares of 7,821 Carlisle Companies Incorporated $CSL
Danske Bank A/S recently acquired 7,821 shares of Carlisle Companies (NYSE:CSL) valued at approximately $2.84 million, contributing to institutional investors owning 89.52% of the company. Carlisle Companies reported strong Q2 earnings, with EPS of $7.03 surpassing estimates and revenue increasing by 8.3% year-over-year to $1.57 billion. Analysts maintain a "Moderate Buy" rating with an average price target of $401.17, and the company also increased its quarterly dividend to $1.25 per share.
3,505 Shares in Carlisle Companies Incorporated $CSL Bought by Tocqueville Asset Management L.P.
Tocqueville Asset Management L.P. has acquired a new position of 3,505 shares in Carlisle Companies Incorporated (NYSE:CSL) during the second quarter, valued at approximately $1.27 million. Other institutional investors also bought new stakes in CSL, with 89.52% of the stock currently owned by institutions. The article highlights positive EPS forecast revisions from Zacks for 2026-2028, recent strong earnings performance, a dividend increase, and various analyst ratings for Carlisle Companies.
Mitsubishi UFJ Asset Management Co. Ltd. Buys Shares of 47,901 Carlisle Companies Incorporated $CSL
Mitsubishi UFJ Asset Management Co. Ltd. has acquired 47,901 shares of Carlisle Companies Incorporated (NYSE:CSL) during the second quarter, valued at approximately $17.4 million, representing a 0.12% stake. This comes as institutional investors collectively own 89.52% of CSL. Carlisle recently reported strong quarterly earnings, surpassing analyst estimates, and increased its quarterly dividend to $1.25 per share.
Deutsche Bank AG Purchases New Shares in Carlisle Companies Incorporated $CSL
Deutsche Bank AG has acquired a new position in Carlisle Companies (NYSE:CSL), purchasing 141,631 shares valued at approximately $51.38 million. Other institutional investors also made significant changes to their holdings. The company recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
4,133,983 Shares in Carlisle Companies Incorporated $CSL Purchased by BlackRock Inc.
BlackRock Inc. recently acquired 4,133,983 shares of Carlisle Companies Incorporated (NYSE:CSL) worth approximately $1.5 billion, giving it a 10.41% stake. Institutional investors collectively own 89.52% of CSL. The company exceeded quarterly expectations with an EPS of $7.03 and revenue of $1.57 billion, and analysts maintain a "Moderate Buy" consensus with an average price target of $401.17.
Madison Asset Management LLC Makes New Investment in Carlisle Companies Incorporated $CSL
Madison Asset Management LLC has made a new investment in Carlisle Companies Incorporated (NYSE:CSL), purchasing 421,406 shares valued at approximately $152.9 million. This stake represents about 1.8% of Madison's portfolio and 1.06% of Carlisle's outstanding shares. Carlisle recently reported strong quarterly earnings of $7.03 per share, surpassing estimates, and increased its quarterly dividend to $1.25 per share.
Foster & Motley Inc. Buys Shares of 2,732 Carlisle Companies Incorporated $CSL
Foster & Motley Inc. acquired 2,732 shares of Carlisle Companies Incorporated (NYSE:CSL) during the second quarter, valued at approximately $991,000. Other institutional investors like Goldman Sachs and Sei Investments Co. also increased their holdings. Carlisle Companies recently announced an increase in its quarterly dividend to $1.25, and analysts currently rate the stock as a "Moderate Buy."
Carlisle Companies (CSL) Dividend Hike Puts Its Undervalued Narrative In Focus
Carlisle Companies (CSL) has increased its quarterly dividend by 14% to $1.25 per share, drawing investor attention. The company's stock has seen positive momentum recently, despite a slight one-year total shareholder return decline. With a fair value estimated at $410.14 against a last close of $365.63, the stock is considered 10.9% undervalued, primarily due to its strong position in the commercial reroofing market.
Carlisle Companies To Go Ex-Dividend On August 19th, 2026 With 1.25 USD Dividend Per Share
Carlisle Companies is scheduled to go ex-dividend on August 19th, 2026, with a dividend payment of $1.25 per share. Investors wishing to receive this dividend must own shares before this date. The ex-dividend date is crucial for determining dividend eligibility.
ABN AMRO Bank N.V. Takes Position in Carlisle Companies Incorporated $CSL
ABN AMRO Bank N.V. has acquired a new stake in Carlisle Companies Incorporated (NYSE:CSL), purchasing 20,945 shares valued at approximately $7.59 million. Other institutional investors have also adjusted their holdings in the company. Carlisle Companies recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
Xylem appoints Carlisle Companies CEO to board of directors By Investing.com
Xylem (NYSE: XYL) has announced the appointment of D. Christian Koch, CEO of Carlisle Companies Incorporated, to its board of directors. Koch brings extensive leadership experience from global industrial businesses, including his current role at Carlisle, which generates approximately $5 billion in annual revenue. Xylem's leadership highlighted Koch's expertise in business transformation and his experience serving on various company boards.
