Bank of New York Mellon Corp Buys New Position in Carlisle Companies Incorporated $CSL

Key Points

• Bank of New York Mellon acquired 1.12 million Carlisle Companies shares worth approximately $405.2 million, giving it a 2.81% stake. Institutional investors collectively own 89.52% of CSL.
• Carlisle’s latest quarterly results exceeded expectations, with EPS of $7.03 versus $6.35 expected and revenue up 8.3% year over year to $1.57 billion. Analysts project current-year EPS of $21.29, while the consensus rating remains “Moderate Buy” with a $401.17 average price target.
• The company raised its quarterly dividend to $1.25 per share from $1.10, implying an annualized dividend of $5.00 and a 1.4% yield. Shares opened at $368.14, up 3.0%.

Bank of New York Mellon Corp bought a new stake in shares of Carlisle Companies Incorporated (NYSE:CSL - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,117,146 shares of the conglomerate's stock, valued at approximately $405,245,000. Bank of New York Mellon Corp owned approximately 2.81% of Carlisle Companies at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. MML Investors Services LLC lifted its position in Carlisle Companies by 1.1% during the 4th quarter. MML Investors Services LLC now owns 2,497 shares of the conglomerate's stock valued at $799,000 after acquiring an additional 27 shares during the period. Raiffeisen Bank International AG increased its stake in shares of Carlisle Companies by 12.8% during the fourth quarter. Raiffeisen Bank International AG now owns 247 shares of the conglomerate's stock valued at $80,000 after purchasing an additional 28 shares in the last quarter. Fifth Third Wealth Advisors LLC increased its holdings in shares of Carlisle Companies by 1.4% during the first quarter. Fifth Third Wealth Advisors LLC now owns 2,146 shares of the conglomerate's stock valued at $716,000 after acquiring an additional 29 shares in the last quarter. Boston Common Asset Management LLC increased its position in shares of Carlisle Companies by 0.6% during the first quarter. Boston Common Asset Management LLC now owns 5,190 shares of the conglomerate's stock valued at $1,731,000 after acquiring an additional 30 shares in the last quarter. Finally, Next Level Private LLC lifted its position in Carlisle Companies by 0.3% during the first quarter. Next Level Private LLC now owns 12,265 shares of the conglomerate's stock valued at $4,092,000 after purchasing an additional 33 shares during the period. 89.52% of the stock is owned by institutional investors.

Trending Headlines about Carlisle Companies

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

Carlisle Companies Stock Up 3.0%

Shares of NYSE CSL opened at $368.14 on Friday. The company's 50-day simple moving average is $358.57 and its 200-day simple moving average is $358.35. Carlisle Companies Incorporated has a 52-week low of $293.43 and a 52-week high of $432.91. The firm has a market cap of $14.62 billion, a price-to-earnings ratio of 21.12, a price-to-earnings-growth ratio of 1.12 and a beta of 0.85. The company has a quick ratio of 2.04, a current ratio of 2.60 and a debt-to-equity ratio of 1.78.

Carlisle Companies (NYSE:CSL - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The conglomerate reported $7.03 earnings per share for the quarter, topping the consensus estimate of $6.35 by $0.68. The firm had revenue of $1.57 billion during the quarter, compared to the consensus estimate of $1.48 billion. Carlisle Companies had a net margin of 14.21% and a return on equity of 47.58%. The company's revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $6.27 EPS. Equities 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 issued a dividend of $1.25 per share. The ex-dividend date of this dividend is Wednesday, August 19th. This is a positive change from Carlisle Companies's previous quarterly dividend of $1.10. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. Carlisle Companies's payout ratio is currently 28.69%.

Analyst Upgrades and Downgrades

CSL has been the subject of several analyst reports. Truist Financial reduced their target price on shares of Carlisle Companies from $360.00 to $340.00 and set a "hold" rating for the company in a report on Tuesday, July 7th. Robert W. Baird set a $412.00 target price on shares of Carlisle Companies in a report on Thursday, July 30th. Weiss Ratings reissued a "hold (c)" rating on shares of Carlisle Companies in a research note on Wednesday, June 24th. 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. Finally, Oppenheimer lifted their target price on Carlisle Companies from $420.00 to $425.00 and gave the stock an "outperform" rating in a research report on Friday, April 24th. Five research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $401.17.

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.

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