Carlisle Companies (NYSE:CSL) Stock Price Expected to Rise, Robert W. Baird Analyst Says

Carlisle Companies (NYSE:CSL) had its target price boosted by research analysts at Robert W. Baird from $402.00 to $425.00 in a research note issued on Friday, MarketBeat.com reports. The firm presently has an “outperform” rating on the conglomerate’s stock. Robert W. Baird’s price target suggests a potential upside of 17.99% from the company’s previous close.

Several other research analysts have also recently issued reports on CSL. Oppenheimer cut their price target on shares of Carlisle Companies from $435.00 to $420.00 and set an “outperform” rating for the company in a report on Monday, April 20th. Zacks Research raised shares of Carlisle Companies from a “strong sell” rating to a “hold” rating in a report on Monday, March 16th. William Blair reissued a “market perform” rating on shares of Carlisle Companies in a report on Wednesday, March 18th. JPMorgan Chase & Co. increased their price target on shares of Carlisle Companies from $400.00 to $420.00 and gave the stock an “overweight” rating in a report on Monday, March 9th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Carlisle Companies in a report on Friday, March 27th. Four equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $401.67.

Carlisle Companies Price Performance

Shares of NYSE:CSL opened at $360.19 on Friday. Carlisle Companies 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 1.60, a quick ratio of 2.49 and a current ratio of 3.09. The company has a 50-day simple moving average of $359.38 and a 200-day simple moving average of $344.87. The stock has a market capitalization of $14.72 billion, a price-to-earnings ratio of 21.18, a PEG ratio of 1.18 and a beta of 0.95.

Carlisle Companies (NYSE:CSL) last posted its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $3.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.32. The firm had revenue of $1.05 billion during the quarter, compared to analysts’ expectations of $1.45 billion. Carlisle Companies had a net margin of 14.57% and a return on equity of 42.03%. The firm’s revenue for the quarter was down 4.0% on a year-over-year basis. During the same period in the prior year, the company posted $3.61 earnings per share. On average, analysts predict that Carlisle Companies will post 20.55 EPS for the current year.

Insider Activity at Carlisle Companies

In other Carlisle Companies news, CFO Kevin P. Zdimal sold 24,180 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $408.04, for a total transaction of $9,866,407.20. Following the transaction, the chief financial officer directly owned 30,094 shares in the company, valued at approximately $12,279,555.76. This represents a 44.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP David W. Smith sold 1,800 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $414.05, for a total transaction of $745,290.00. Following the transaction, the vice president owned 3,697 shares in the company, valued at $1,530,742.85. The trade was a 32.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 68,289 shares of company stock valued at $28,125,467. 1.30% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. MML Investors Services LLC grew its position in Carlisle Companies by 1.1% during the fourth quarter. MML Investors Services LLC now owns 2,497 shares of the conglomerate’s stock worth $799,000 after buying an additional 27 shares during the period. Raiffeisen Bank International AG grew its position in Carlisle Companies by 12.8% during the fourth quarter. Raiffeisen Bank International AG now owns 247 shares of the conglomerate’s stock worth $80,000 after buying an additional 28 shares during the period. Fifth Third Wealth Advisors LLC grew its position in Carlisle Companies by 1.4% during the first quarter. Fifth Third Wealth Advisors LLC now owns 2,146 shares of the conglomerate’s stock worth $716,000 after buying an additional 29 shares during the period. Blue Trust Inc. grew its position in Carlisle Companies by 4.9% during the third quarter. Blue Trust Inc. now owns 679 shares of the conglomerate’s stock worth $223,000 after buying an additional 32 shares during the period. Finally, Illinois Municipal Retirement Fund grew its position in Carlisle Companies by 0.6% during the third quarter. Illinois Municipal Retirement Fund now owns 5,621 shares of the conglomerate’s stock worth $1,849,000 after buying an additional 33 shares during the period. 89.52% of the stock is currently owned by institutional investors and hedge funds.

More Carlisle Companies News

Here are the key news stories impacting Carlisle Companies this week:

• Positive Sentiment: Q1 adjusted EPS topped expectations (reported $3.63 vs. ~$3.31 consensus) and operating/EBITDA margins improved modestly, showing profit resilience despite weaker sales. Carlisle Q1 Earnings Beat Estimates, Organic Revenues Decline Y/Y
• Positive Sentiment: Carlisle repurchased $250 million of stock and is maintaining a $1 billion repurchase target for 2026, a shareholder‑friendly use of cash that supports EPS and buyback-driven valuation upside. Carlisle Companies Reports First-Quarter Results
• Positive Sentiment: Robert W. Baird raised its price target to $425 and reiterated an Outperform rating, signaling analyst confidence in longer‑term upside. Benzinga Coverage
• Neutral Sentiment: Carlisle reaffirmed full‑year 2026 guidance (low‑single‑digit revenue growth and ~50 bps adj. EBITD margin improvement), which reduces near‑term forecast uncertainty but hinges on demand recovery. Carlisle Companies Reports First-Quarter Results
• Neutral Sentiment: Earnings call transcript and analyst notes are available for deeper read on segment dynamics and margin drivers; these will shape near‑term analyst revisions. CSL Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations and organic sales declined (~4% year‑over‑year), with several key segments facing weak end‑market demand — the primary reason investors are cautious despite the EPS beat. Carlisle Q1 Earnings and Revenue Details
• Negative Sentiment: Some broker research (including pre‑earnings Zacks commentary) had highlighted downside risks to sales and pricing power — lingering skepticism could pressure short‑term sentiment and multiple compression. Zacks Research Pessimistic Outlook

Carlisle Companies Company Profile

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.