Patron Partners LLC Makes New $656,000 Investment in Carlisle Companies Incorporated $CSL

Patron Partners LLC bought a new stake in shares of Carlisle Companies Incorporated (NYSE:CSL) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,809 shares of the conglomerate’s stock, valued at approximately $656,000.

A number of other hedge funds also recently modified their holdings of the business. BlackRock Inc. purchased a new position in shares of Carlisle Companies during the second quarter valued at $1,499,602,000. State Street Corp lifted its stake in Carlisle Companies by 6.9% in the 4th quarter. State Street Corp now owns 2,090,341 shares of the conglomerate’s stock worth $668,616,000 after acquiring an additional 134,241 shares in the last quarter. Bank of New York Mellon Corp lifted its stake in Carlisle Companies by 26.8% in the 1st quarter. Bank of New York Mellon Corp now owns 1,191,660 shares of the conglomerate’s stock worth $397,561,000 after acquiring an additional 251,614 shares in the last quarter. Invesco Ltd. boosted its position in Carlisle Companies by 2.6% during the 3rd quarter. Invesco Ltd. now owns 1,054,163 shares of the conglomerate’s stock worth $346,777,000 after acquiring an additional 27,049 shares during the period. Finally, Sands Capital Management LLC boosted its position in Carlisle Companies by 13.9% during the 4th quarter. Sands Capital Management LLC now owns 967,640 shares of the conglomerate’s stock worth $309,509,000 after acquiring an additional 118,139 shares during the period. Hedge funds and other institutional investors own 89.52% of the company’s stock.

Carlisle Companies Stock Performance

Shares of CSL stock opened at $368.14 on Friday. The company has a debt-to-equity ratio of 1.78, a current ratio of 2.60 and a quick ratio of 2.04. Carlisle Companies Incorporated has a fifty-two week low of $293.43 and a fifty-two week high of $432.91. The stock’s 50-day moving average is $358.57 and its two-hundred day moving average is $358.35. The firm has a market cap of $14.62 billion, a P/E ratio of 21.12, a PEG ratio of 1.12 and a beta of 0.85.

Carlisle Companies (NYSE:CSL) last announced its quarterly earnings results on Wednesday, July 29th. The conglomerate reported $7.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.35 by $0.68. The business had revenue of $1.57 billion during the quarter, compared to analyst estimates of $1.48 billion. Carlisle Companies had a return on equity of 47.58% and a net margin of 14.21%.The firm’s revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the company earned $6.27 EPS. Analysts predict that Carlisle Companies Incorporated will post 21.29 earnings per share for the current fiscal year.

Carlisle Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Wednesday, August 19th will be given a dividend of $1.25 per share. The ex-dividend date of this dividend is Wednesday, August 19th. This is a boost from Carlisle Companies’s previous quarterly dividend of $1.10. This represents a $5.00 annualized dividend and a yield of 1.4%. Carlisle Companies’s payout ratio is 28.69%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on CSL. Raymond James Financial started coverage on Carlisle Companies in a research note on Monday, April 27th. They set an “outperform” rating and a $425.00 target price on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Carlisle Companies in a report on Wednesday, June 24th. Oppenheimer boosted their price objective on shares of Carlisle Companies from $420.00 to $425.00 and gave the company an “outperform” rating in a research report on Friday, April 24th. Truist Financial dropped their price objective on shares of Carlisle Companies from $360.00 to $340.00 and set a “hold” rating on the stock in a research note on Tuesday, July 7th. Finally, Robert W. Baird set a $412.00 target price on shares of Carlisle Companies in a research report on Thursday, July 30th. Five research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $401.17.

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

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.