Carlisle Companies
About: Carlisle Companies Inc is a holding company. The company manufactures and sells single-ply roofing products and warranted systems and accessories for the commercial building industry. The company is organized into two segments including Carlisle Construction Materials and Carlisle Weatherproofing Technologies. The company's product portfolio includes moisture protection products, protective roofing underlayments, integrated air and vapor barriers, spray polyurethane foam and coating systems, and others. The majority of the company's revenue comes from the Carlisle Construction Materials segment, and more than half of the total revenue is earned in the United States.
Employees: 5,500
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
129% more call options, than puts
Call options by funds: $24.9M | Put options by funds: $10.9M
29% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 89
2% more funds holding
Funds holding: 733 [Q3] → 745 (+12) [Q4]
0.73% less ownership
Funds ownership: 88.57% [Q3] → 87.84% (-0.73%) [Q4]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 9 (-1) [Q4]
17% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 282
19% less capital invested
Capital invested by funds: $18.4B [Q3] → $14.9B (-$3.58B) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$460
37%
upside
Avg. target
$463
38%
upside
High target
$465
38%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Goldman Sachs Susan Maklari 15% 1-year accuracy 4 / 26 met price target | 38%upside $465 | Buy Maintained | 14 Jan 2025 |
Loop Capital Garik Shmois 14% 1-year accuracy 3 / 21 met price target | 37%upside $460 | Buy Maintained | 10 Jan 2025 |
Financial journalist opinion
Based on 9 articles about CSL published over the past 30 days
Positive
Seeking Alpha
19 hours ago
If I Could Buy Just 3 Dividend Stocks, These Would Be My Selections
In a challenging market, I focus on value and strong balance sheets. My watchlist has been tough to finalize, but I'm deploying cash strategically into high-conviction plays. Despite global shifts, I remain fully invested in U.S. stocks. Valuations are skewed by mega caps, but opportunities in quality US value stocks continue to emerge. My three top dividend picks reflect my long-term strategy. These companies offer strong fundamentals and pricing power, positioning them well in an uncertain economic landscape.
Neutral
Business Wire
1 day ago
Carlisle Companies Publishes 2024 Annual Report
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today published its 2024 Annual Report, highlighting Carlisle's strategic pivot to a pure play building products company as well as progress against Vision 2030 objectives including new product innovation, strategic acquisitions, and superior capital allocation. “2024 was a transformative year for Carlisle as we successfully executed on our Vision 2030 pillars and solidified Carlisle as a premier pure play building p.
Positive
Zacks Investment Research
2 days ago
Here's Why Investors Should Retain Carlisle Stock in Portfolio
CSL gains from strength in the non-residential construction market, accretive acquisitions and shareholder-friendly policies. Softness in the residential market and high operating expenses remain concerns.
Positive
Seeking Alpha
3 days ago
Dividend Kings Of The Future
A list of 9 companies that may reach Dividend King status in the near future. These companies span various sectors and offer investors a wide range of dividend growth rates and yields. A few of these companies have abnormally high payout ratios, which may hinder their ability to achieve Dividend King status.
Positive
Seeking Alpha
4 days ago
Chaos? Bring It On: My Dividend Playbook For This Wild Market
Volatility is back, and while it's normal, fear dominates. Investors are uneasy despite no official correction, as past gains spoiled expectations. Economic uncertainty, rising debt, and inflation risks fuel market anxiety. If Trump acts on lower rates, short-term pain may be inevitable. I'm seizing opportunities, focusing on value and cyclical dividend growth. Buying dips has historically paid off, and I'm betting big on key stocks.
Neutral
The Motley Fool
4 days ago
3 Dividend Stocks to Double Up on Right Now
In recent weeks, the broader market has veered toward a correction. The S&P 500 is down roughly 10% from its high, and the technology-heavy Nasdaq Composite has dropped approximately 14% from its peak.
Positive
Seeking Alpha
2 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Upto 8% (March 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.63%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Neutral
Zacks Investment Research
3 weeks ago
Carlisle Exhibits Strong Prospects Despite Persisting Headwinds
CSL is set to benefit from strong momentum in its Construction Materials segment. However, increasing costs and expenses remain concerning.
Positive
Seeking Alpha
3 weeks ago
Don't Get Left Behind - The Great Rotation Into Dividend Stocks Is Here
Despite significant market events, industrial and tech stocks have had similar returns since 2020, indicating a potential long-term rotation favoring value stocks. Higher inflation and interest rates are shifting the risk/reward balance towards value stocks, making them more attractive compared to growth stocks. The AI revolution and liquidity improvements temporarily boosted growth stocks, but these tailwinds may not sustain long-term outperformance.
Positive
Seeking Alpha
1 month ago
The Power Of Patience - 3 Of My Favorite Dividend Growth Stocks
Dividend growth investing requires patience but pays off. Low-yield stocks with strong growth potential can outperform high-yield picks over time, offering both income and capital appreciation. I focus on three stocks with fantastic business models, pricing power, and long-term growth potential. These picks align with my belief in balancing income and growth for a resilient portfolio. While not ideal for immediate income, these stocks are perfect for long-term investors. They offer compounding power, strong fundamentals, and the potential to beat the market.
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