Bahl & Gaynor Inc. Sells 7,691 Shares of Carlisle Companies Incorporated $CSL

Bahl & Gaynor Inc. decreased its position in Carlisle Companies Incorporated (NYSE:CSL) by 4.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 179,324 shares of the conglomerate’s stock after selling 7,691 shares during the period. Bahl & Gaynor Inc. owned approximately 0.43% of Carlisle Companies worth $58,990,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Elevation Point Wealth Partners LLC purchased a new position in Carlisle Companies in the second quarter worth about $25,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Carlisle Companies during the second quarter valued at approximately $25,000. Traub Capital Management LLC bought a new stake in shares of Carlisle Companies during the second quarter valued at approximately $28,000. Vermillion & White Wealth Management Group LLC raised its holdings in Carlisle Companies by 69.6% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 78 shares of the conglomerate’s stock worth $29,000 after acquiring an additional 32 shares during the last quarter. Finally, Osterweis Capital Management Inc. bought a new position in Carlisle Companies in the 2nd quarter valued at approximately $36,000. 89.52% of the stock is owned by hedge funds and other institutional investors.

Carlisle Companies News Summary

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

• Positive Sentiment: Oppenheimer raised its price target on Carlisle to $435 and maintained an “outperform” rating, implying meaningful upside from current levels and signaling confidence in Carlisle’s medium‑term outlook. Article Title
• Neutral Sentiment: Zacks published a FY2028 EPS projection of $27.16 for Carlisle — a longer‑horizon estimate that adds context to growth expectations but is further out and less likely to move near‑term price than the FY2026/2027 changes. Article Title
• Negative Sentiment: Zacks cut a string of near‑term EPS estimates across 2026–2027 (multiple quarters and full‑year), reducing FY2027 from $27.78 to $24.44 and trimming FY2026 and several quarterly forecasts — signaling lower expected earnings growth than previously modeled and increasing downside risk to forward valuation/consensus. Article Title

Analyst Ratings Changes

Several research firms have recently weighed in on CSL. Weiss Ratings restated a “hold (c)” rating on shares of Carlisle Companies in a research note on Monday, December 29th. William Blair assumed coverage on Carlisle Companies in a research report on Friday, January 30th. They issued a “market perform” rating for the company. Robert W. Baird set a $420.00 target price on shares of Carlisle Companies in a research note on Wednesday, February 4th. Finally, Oppenheimer lifted their price target on shares of Carlisle Companies from $400.00 to $435.00 and gave the stock an “outperform” rating in a research note on Friday. Four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $395.83.

Carlisle Companies Trading Down 0.3%

Shares of NYSE:CSL opened at $394.56 on Monday. The stock’s 50-day simple moving average is $365.30 and its two-hundred day simple moving average is $348.85. The stock has a market capitalization of $16.13 billion, a price-to-earnings ratio of 23.06, a PEG ratio of 1.26 and a beta of 0.91. Carlisle Companies Incorporated has a 52-week low of $293.43 and a 52-week 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.

Carlisle Companies (NYSE:CSL) last issued its quarterly earnings data on Tuesday, February 3rd. The conglomerate reported $3.90 earnings per share for the quarter, topping the consensus estimate of $3.60 by $0.30. The firm had revenue of $1.13 billion for the quarter, compared to analysts’ expectations of $1.11 billion. Carlisle Companies had a net margin of 14.76% and a return on equity of 41.58%. The business’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.47 EPS. Analysts expect that Carlisle Companies Incorporated will post 22.31 EPS for the current year.

Carlisle Companies Dividend Announcement

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 paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Tuesday, February 17th. Carlisle Companies’s dividend payout ratio (DPR) is currently 25.72%.

Insider Buying and Selling at Carlisle Companies

In related news, CEO D Christian Koch sold 36,260 shares of Carlisle Companies stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $413.38, for a total transaction of $14,989,158.80. Following the transaction, the chief executive officer directly owned 113,238 shares in the company, valued at approximately $46,810,324.44. The trade was a 24.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Stephen Schwar sold 6,049 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $417.36, for a total value of $2,524,610.64. Following the sale, the insider directly owned 8,540 shares of the company’s stock, valued at $3,564,254.40. This represents a 41.46% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 68,289 shares of company stock worth $28,125,467. 1.40% of the stock is currently owned by insiders.

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.