Carlisle Companies (NYSE:CSL) Stock Price Expected to Rise, Robert W. Baird Analyst Says

Key Points

• Robert W. Baird raised its price target on Carlisle to $425 (from $402) and kept an Outperform rating, implying about a 16.7% upside, while the MarketBeat consensus remains a Hold with an average target of $397.50.
• Carlisle beat Q1 EPS at $3.63 versus $3.31 estimates but revenue fell ~4% YoY to ~$1.05B and missed forecasts; management repurchased $250M, reaffirmed full‑year guidance, and confirmed a $1B buyback target for 2026.
• Insiders sold 68,289 shares (~$28.1M) over the past 90 days, including CEO D. Christian Koch’s sale of 36,260 shares, leaving company insiders with roughly 1.3% ownership.

Carlisle Companies (NYSE:CSL - Get Free Report) had its price objective boosted by analysts at Robert W. Baird from $402.00 to $425.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has an "outperform" rating on the conglomerate's stock. Robert W. Baird's price target suggests a potential upside of 16.71% from the company's current price.

A number of other analysts have also recently commented on CSL. Oppenheimer reduced their price objective on Carlisle Companies from $435.00 to $420.00 and set an "outperform" rating for the company in a research report on Monday. William Blair reiterated a "market perform" rating on shares of Carlisle Companies in a research report on Wednesday, March 18th. Weiss Ratings reissued a "hold (c)" rating on shares of Carlisle Companies in a report on Friday, March 27th. JPMorgan Chase & Co. boosted their price target on Carlisle Companies from $400.00 to $420.00 and gave the company an "overweight" rating in a report on Monday, March 9th. Finally, Zacks Research raised Carlisle Companies from a "strong sell" rating to a "hold" rating in a report on Monday, March 16th. Four equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Carlisle Companies currently has a consensus rating of "Hold" and an average price target of $397.50.

Carlisle Companies Stock Up 3.0%

Carlisle Companies stock opened at $364.15 on Friday. The stock has a market cap of $14.89 billion, a PE ratio of 21.28, a price-to-earnings-growth ratio of 1.15 and a beta of 0.95. The company has a debt-to-equity ratio of 1.60, a quick ratio of 2.49 and a current ratio of 3.09. Carlisle Companies has a one year low of $293.43 and a one year high of $435.92. The stock has a fifty day moving average of $360.36 and a 200 day moving average of $344.51.

Carlisle Companies (NYSE:CSL - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $3.63 EPS for the quarter, beating analysts' consensus estimates of $3.31 by $0.32. The company had revenue of $1.05 billion during the quarter, compared to analysts' expectations of $1.45 billion. Carlisle Companies had a return on equity of 41.58% and a net margin of 14.76%.Carlisle Companies's revenue for the quarter was down 4.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.61 earnings per share. As a group, sell-side analysts predict that Carlisle Companies will post 20.55 EPS for the current year.

Insider Buying and Selling

In other Carlisle Companies news, CEO D Christian Koch sold 36,260 shares of the business's stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $413.38, for a total transaction of $14,989,158.80. Following the completion of the sale, the chief executive officer owned 113,238 shares of the company's stock, valued at approximately $46,810,324.44. The trade was a 24.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Stephen Schwar sold 6,049 shares of the business's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $417.36, for a total value of $2,524,610.64. Following the sale, the insider directly owned 8,540 shares of the company's stock, valued at $3,564,254.40. This represents a 41.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 68,289 shares of company stock worth $28,125,467. Company insiders own 1.30% of the company's stock.

Hedge Funds Weigh In On Carlisle Companies

A number of hedge funds have recently made changes to their positions in the business. MML Investors Services LLC boosted its stake in shares of Carlisle Companies by 1.1% in the fourth quarter. MML Investors Services LLC now owns 2,497 shares of the conglomerate's stock worth $799,000 after acquiring an additional 27 shares during the period. Raiffeisen Bank International AG boosted its stake in shares of Carlisle Companies by 12.8% in the fourth quarter. Raiffeisen Bank International AG now owns 247 shares of the conglomerate's stock worth $80,000 after acquiring an additional 28 shares during the period. Fifth Third Wealth Advisors LLC boosted its stake in shares of Carlisle Companies by 1.4% in the first quarter. Fifth Third Wealth Advisors LLC now owns 2,146 shares of the conglomerate's stock worth $716,000 after acquiring an additional 29 shares during the period. Blue Trust Inc. boosted its stake in shares of Carlisle Companies by 4.9% in the third quarter. Blue Trust Inc. now owns 679 shares of the conglomerate's stock worth $223,000 after acquiring an additional 32 shares during the period. Finally, Illinois Municipal Retirement Fund boosted its stake in shares of Carlisle Companies by 0.6% in the third quarter. Illinois Municipal Retirement Fund now owns 5,621 shares of the conglomerate's stock worth $1,849,000 after acquiring an additional 33 shares during the period. Institutional investors own 89.52% of the company's stock.

Carlisle Companies News Roundup

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

• Positive Sentiment: EPS beat and adjusted EPS growth — Q1 adjusted EPS of $3.63 topped estimates (~$3.31), roughly in line with prior year, signaling resilient profitability and driving investor optimism. Carlisle (CSL) Beats Q1 Earnings Estimates
• Positive Sentiment: Buyback and guidance affirmation — Management repurchased $250M of shares, confirmed a $1B repurchase target for 2026, and reaffirmed full‑year guidance (+LSD revenue, ~50 bps adj. EBITD margin improvement), supporting EPS outlook and capital returns. Carlisle Companies Reports First Quarter Results
• Positive Sentiment: Stock reaction — Market rallied after the release despite the revenue shortfall, reflecting investor focus on EPS beat, margins and buyback. Carlisle NYSE: CSL Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings, But Stock Soars 6.6%
• Neutral Sentiment: Detailed context and slides — Company slide deck, press release and conference call provide detail on segment trends, margin drivers and working capital that investors should review for forward guidance sensitivity. Q1 Slide Deck / Press Release
• Neutral Sentiment: Earnings call transcript — Management commentary (pricing, end‑market demand, inventory) may help determine whether margins and buybacks are sustainable; review the transcript for color on order trends. Carlisle Companies Incorporated (CSL) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue miss and demand pressure — Reported revenue (~$1.05–1.1B) was down ~4% YoY and below analyst estimates, indicating softer end‑market demand that could constrain top‑line growth if it persists. MarketBeat Q1 Summary
• Negative Sentiment: Pricing power vs. inflation risk — Analysts warn that sustaining pricing gains as inflation evolves is a key risk; weaker volumes plus margin pressure from input costs would be a downside scenario to watch. Carlisle earnings on deck as pricing power faces inflation test

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.

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