Foster Victor Wealth Advisors LLC Sells 33,243 Shares of Carrier Global Corporation $CARR

Key Points

• Foster Victor Wealth Advisors cut its position in Carrier Global by 15.3%, selling 33,243 shares in Q4 and now holds 183,534 shares valued at about $10.31 million.
• Carrier missed expectations for the quarter, reporting $0.34 EPS vs. $0.36 consensus and $4.84B revenue vs. $5.05B expected, with revenue down 6% YoY and FY2026 guidance set at 2.800 EPS vs. sell‑side estimates near 2.99.
• Market sentiment is cautiously positive: institutional investors own roughly 91% of the stock and analysts have a consensus rating of Moderate Buy with an average target price of $69.79 (market cap ≈ $54B; 52‑week range $50.24–$81.09).

Foster Victor Wealth Advisors LLC decreased its position in Carrier Global Corporation (NYSE:CARR - Free Report) by 15.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 183,534 shares of the company's stock after selling 33,243 shares during the quarter. Foster Victor Wealth Advisors LLC's holdings in Carrier Global were worth $10,313,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. KERR FINANCIAL PLANNING Corp bought a new stake in Carrier Global in the 3rd quarter worth approximately $25,000. Clayton Financial Group LLC bought a new stake in Carrier Global in the 3rd quarter worth approximately $26,000. YANKCOM Partnership increased its stake in Carrier Global by 78.5% in the 4th quarter. YANKCOM Partnership now owns 473 shares of the company's stock worth $25,000 after acquiring an additional 208 shares during the last quarter. Salomon & Ludwin LLC increased its stake in Carrier Global by 460.5% in the 3rd quarter. Salomon & Ludwin LLC now owns 482 shares of the company's stock worth $29,000 after acquiring an additional 396 shares during the last quarter. Finally, True Wealth Design LLC increased its stake in Carrier Global by 723.7% in the 4th quarter. True Wealth Design LLC now owns 486 shares of the company's stock worth $26,000 after acquiring an additional 427 shares during the last quarter. Institutional investors own 91.00% of the company's stock.

Carrier Global Stock Performance

NYSE CARR opened at $64.68 on Wednesday. The company has a market cap of $54.04 billion, a P/E ratio of 37.82, a P/E/G ratio of 2.62 and a beta of 1.32. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.85 and a current ratio of 1.20. The business's 50 day moving average price is $60.54 and its 200-day moving average price is $57.48. Carrier Global Corporation has a fifty-two week low of $50.24 and a fifty-two week high of $81.09.

Carrier Global (NYSE:CARR - Get Free Report) last released its earnings results on Thursday, February 5th. The company reported $0.34 earnings per share for the quarter, missing the consensus estimate of $0.36 by ($0.02). Carrier Global had a net margin of 6.82% and a return on equity of 15.30%. The company had revenue of $4.84 billion for the quarter, compared to the consensus estimate of $5.05 billion. During the same period in the prior year, the firm posted $0.54 EPS. The business's revenue for the quarter was down 6.0% compared to the same quarter last year. Carrier Global has set its FY 2026 guidance at 2.800-2.800 EPS. Sell-side analysts predict that Carrier Global Corporation will post 2.99 earnings per share for the current year.

Wall Street Analysts Forecast Growth

CARR has been the topic of a number of research reports. Zacks Research raised Carrier Global from a "strong sell" rating to a "hold" rating in a research note on Tuesday, April 7th. Royal Bank Of Canada reduced their price objective on Carrier Global from $74.00 to $68.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 8th. Barclays reduced their price objective on Carrier Global from $72.00 to $67.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 1st. Citigroup boosted their target price on Carrier Global from $70.00 to $72.00 and gave the company a "buy" rating in a research report on Friday, February 6th. Finally, Evercore initiated coverage on Carrier Global in a research report on Monday. They set an "outperform" rating and a $75.00 target price on the stock. Thirteen research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $69.79.

Carrier Global Company Profile

Carrier Global Corporation is a leading global provider of heating, ventilation and air conditioning (HVAC), refrigeration, fire and security, and building automation solutions. The company designs, manufactures and sells a broad portfolio of products that includes air conditioners, furnaces, heat pumps, chillers, rooftop units, commercial refrigeration systems, fire and smoke detection and suppression systems, security sensors and access controls, and a range of building controls and analytics software.

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