Bessemer Group Inc. Acquires 15,834 Shares of Carlisle Companies Incorporated $CSL

Bessemer Group Inc. lifted its holdings in Carlisle Companies Incorporated (NYSE:CSL) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 655,342 shares of the conglomerate’s stock after buying an additional 15,834 shares during the quarter. Bessemer Group Inc. owned approximately 1.53% of Carlisle Companies worth $215,582,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. GFG Capital LLC bought a new position in Carlisle Companies in the 2nd quarter valued at $25,000. Hemington Wealth Management grew its holdings in shares of Carlisle Companies by 61.9% in the second quarter. Hemington Wealth Management now owns 68 shares of the conglomerate’s stock worth $25,000 after purchasing an additional 26 shares during the last quarter. Elevation Point Wealth Partners LLC purchased a new position in Carlisle Companies in the 2nd quarter worth about $25,000. Twin Peaks Wealth Advisors LLC bought a new stake in Carlisle Companies during the 2nd quarter valued at about $25,000. Finally, Caitong International Asset Management Co. Ltd boosted its position in Carlisle Companies by 527.3% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 69 shares of the conglomerate’s stock valued at $26,000 after buying an additional 58 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: Q4 beat: Carlisle reported adjusted EPS of $3.90 vs. ~$3.60 expected and revenue of ~$1.13B vs. ~$1.11B, surprising on the upside and prompting after‑hours buying. BusinessWire: Carlisle Companies Reports Fourth Quarter Results
• Positive Sentiment: Shareholder returns and cash flow: management generated ~$1.1B of operating cash flow in 2025 and repurchased $300M in Q4 (total $1.3B in 2025), which supports EPS and helps explain the rally. BusinessWire: Carlisle Companies Reports Fourth Quarter Results
• Positive Sentiment: Operational pocket strength: demand for reroofing and new product innovation helped offset weakness in broader construction markets, supporting margins and order trends in key businesses. MSN: CSL Q4 deep dive
• Neutral Sentiment: Management outlook: 2026 guidance calls for low‑single‑digit revenue growth and ~50 bps of adjusted EBITDA margin expansion — constructive but conservative; investors will watch execution. BusinessWire: Carlisle Companies Reports Fourth Quarter Results
• Neutral Sentiment: Full transparency: the earnings call transcript and slide presentation are available for detail on segment trends and backlog; these materials should clarify sustainability of the beat. Seeking Alpha: Q4 results presentation
• Negative Sentiment: Underlying weakness: organic revenues declined year‑over‑year, adjusted profits are below last year’s $4.47 EPS, and margins narrowed — reasons for caution on sustainability of growth. Zacks: Carlisle Q4 Earnings Beat, Organic Revenues Decline

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Oppenheimer reduced their target price on shares of Carlisle Companies from $440.00 to $415.00 and set an “outperform” rating on the stock in a research report on Monday, October 20th. JPMorgan Chase & Co. reduced their price objective on Carlisle Companies from $410.00 to $400.00 and set an “overweight” rating on the stock in a report on Thursday, October 30th. Vertical Research assumed coverage on Carlisle Companies in a report on Monday, October 20th. They issued a “hold” rating for the company. William Blair began coverage on Carlisle Companies in a research report on Friday, January 30th. They set a “market perform” rating on the stock. Finally, The Goldman Sachs Group decreased their price objective on Carlisle Companies from $444.00 to $385.00 and set a “buy” rating for the company in a report on Monday, October 13th. Four equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Carlisle Companies presently has a consensus rating of “Hold” and an average target price of $392.50.

Carlisle Companies Stock Performance

Shares of Carlisle Companies stock opened at $396.80 on Thursday. The company has a market capitalization of $16.58 billion, a PE ratio of 23.19, a P/E/G ratio of 1.11 and a beta of 0.94. The company has a 50-day simple moving average of $337.95 and a two-hundred day simple moving average of $347.33. Carlisle Companies Incorporated has a one year low of $293.43 and a one year high of $435.92. The company has a debt-to-equity ratio of 1.45, a quick ratio of 2.62 and a current ratio of 3.25.

Carlisle Companies (NYSE:CSL) last issued its quarterly earnings data on Tuesday, February 3rd. The conglomerate reported $3.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.60 by $0.30. The firm had revenue of $1.13 billion for the quarter, compared to the consensus estimate of $1.11 billion. Carlisle Companies had a net margin of 14.76% and a return on equity of 40.11%. The company’s quarterly revenue was up .4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.47 EPS. Research analysts expect that Carlisle Companies Incorporated will post 22.31 EPS for the current fiscal year.

Carlisle Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 17th will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. Carlisle Companies’s dividend payout ratio is presently 24.96%.

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.