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 7,433 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
52% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 65
14% more capital invested
Capital invested by funds: $13.9B [Q1] → $15.8B (+$1.92B) [Q2]
12% more call options, than puts
Call options by funds: $4.67M | Put options by funds: $4.18M
5.51% more ownership
Funds ownership: 92.88% [Q1] → 98.39% (+5.51%) [Q2]
2% more funds holding
Funds holding: 723 [Q1] → 738 (+15) [Q2]
1% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 264
25% less funds holding in top 10
Funds holding in top 10: 8 [Q1] → 6 (-2) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$395
1%
upside
Avg. target
$448
14%
upside
High target
$500
27%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Loop Capital Garik Shmois | 1%upside $395 | Hold Downgraded | 31 Jul 2025 |
JP Morgan Tomohiko Sano | 27%upside $500 | Overweight Initiated | 24 Jun 2025 |
Financial journalist opinion
Based on 20 articles about CSL published over the past 30 days
Positive
Zacks Investment Research
6 days ago
Carlisle Gains From Business Strength & Buyouts Amid Headwinds
CSL rides Construction Materials strength and acquisitions, but the housing slowdown and high debt weigh on results.
Positive
Seeking Alpha
1 week ago
One Of My Boldest Calls Ever, I Expect To Build Generational Wealth
I see a paradigm shift: policymakers now prioritize growth over inflation control, targeting 4% inflation and high-single digit GDP growth, reshaping markets. My thesis, born post-pandemic, notes vanishing low-inflation tailwinds. Sticky prices and core services inflation signal a new, tougher inflation regime. I'm betting on cyclical growth, positioning my portfolio for a potential upswing. Green shoots in manufacturing suggest a recovery, promising potentially big gains.
Neutral
Seeking Alpha
1 week ago
My 5% Rule: The Easiest Retirement Investing Strategy I'll Ever Share
Apple's long-term success shows the power of buying and holding high-quality stocks, compounding wealth over decades. Chasing high yields often leads to poor outcomes; focus on dividend growth and quality to avoid 'sucker yields.' My 5% Rule balances income and growth: build a portfolio of high-quality dividend growers, aiming for a 5% yield at retirement.
Neutral
Zacks Investment Research
1 week ago
Carlisle Prices Senior Notes Offering Worth $1B in Aggregate
CSL prices $1B in senior notes to fund debt repayment, capital spending, buybacks and acquisitions.
Positive
Seeking Alpha
1 week ago
If I Had $50,000 Today - 3 Elite Dividend Stocks I'd Buy Without Hesitation
This year, I aggressively invested during market swings and real estate deals. Now, I'm rebuilding cash. But if I had $50K, I'd deploy it strategically. I follow top investors like Nygren: buy undervalued stocks with strong growth, quality management, and shareholder-friendly policies. Timing matters less than patience. My three picks fit a high-conviction, long-term framework: sectors first, then companies. Volatility creates opportunity, but discipline ensures success.
Neutral
Business Wire
1 week ago
Carlisle Companies Announces Pricing of Senior Notes Offering
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today announced that it has priced a public offering of $500 million in aggregate principal amount of its 5.250% notes due September 15, 2035, and $500 million in aggregate principal amount of its 5.550% notes due September 15, 2040 (collectively, the “Notes”). Carlisle expects the offering to close on August 20, 2025, subject to customary closing conditions. Carlisle intends to use the net proceeds from the offering.
Neutral
Business Wire
1 week ago
Carlisle Companies Publishes 2024 Corporate Sustainability Report
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today published its 2024 Corporate Sustainability Report, highlighting progress toward Carlisle's sustainability goals through its legacy of innovation in sustainability and culture of continuous improvement fostered through the Carlisle Operating System. “In 2024, we entered the next phase of our sustainability roadmap: generating shareholder value through sustainability,” said Chris Koch, Chair, President and Chief.
Negative
Zacks Investment Research
2 weeks ago
3 Stocks in Focus That Announced Dividend Hikes Amid Market Volatility
PAAS, CSL and DHT announce fresh dividend hikes, offering steady income streams amid renewed market volatility.
Neutral
Business Wire
2 weeks ago
Carlisle Companies Announces a 10% Dividend Increase, its 49th Consecutive Annual Increase
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today announced that its Board of Directors approved a 10% increase in the Company's regular quarterly dividend from $1.00 to $1.10 per share, or to $4.40 per share on an annualized basis. The dividend is payable on September 2, 2025, to shareholders of record at the close of business on August 19, 2025. Chris Koch, Chair, President and Chief Executive Officer, said, “This year's increase marks Carlisle's 49th consec.
Neutral
Seeking Alpha
2 weeks ago
Stock Picks From Seeking Alpha's July 2025 New Analysts
In July, Seeking Alpha welcomed 44 new analysts. This article introduces them and showcases some of their top picks. Analysts provided ratings from Strong Sell to Strong Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bearish views on Netflix, Wayfair, and Capri Holdings, while our analysts were bullish on Bristol Myers Squibb, Kohl's, UnitedHealth Group, and TSMC.
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