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: 11,000
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
17% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 78
2% more funds holding
Funds holding: 718 [Q2] → 731 (+13) [Q3]
7% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 250
2% more capital invested
Capital invested by funds: $17.6B [Q2] → $18B (+$363M) [Q3]
5.02% less ownership
Funds ownership: 91.32% [Q2] → 86.29% (-5.02%) [Q3]
17% less funds holding in top 10
Funds holding in top 10: 12 [Q2] → 10 (-2) [Q3]
29% less call options, than puts
Call options by funds: $17.8M | Put options by funds: $24.9M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$460
22%
upside
Avg. target
$485
28%
upside
High target
$500
32%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Oppenheimer Bryan Blair 63% 1-year accuracy 25 / 40 met price target | 31%upside $495 | Outperform Reiterated | 20 Dec 2024 |
Truist Securities Keith Hughes 61% 1-year accuracy 31 / 51 met price target | 22%upside $460 | Hold Initiated | 14 Nov 2024 |
Baird Timothy Wojs 54% 1-year accuracy 25 / 46 met price target | 32%upside $500 | Outperform Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 12 articles about CSL published over the past 30 days
Positive
Zacks Investment Research
2 days ago
Carlisle Buys Plasti-Fab & Enhances its Position in Polystyrene Market
CSL's acquisition of Plasti-Fab is set to strengthen its product offerings and boost its position in the North American polystyrene insulation market.
Neutral
Business Wire
3 days ago
Carlisle Companies Completes Purchase of Plasti-Fab
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today announced that it has completed the previously announced purchase of the expanded polystyrene “EPS” insulation segment of PFB Holdco, Inc., a portfolio company of The Riverside Company, composed of the Plasti-Fab and Insulspan brands (collectively referred to as “Plasti-Fab”) for $259.5 million in cash. Plasti-Fab, headquartered in Calgary, Alberta, is a leading vertically integrated provider of EPS insulation.
Positive
Seeking Alpha
1 week ago
10 High-Yield Dividend Aristocrats For Growth And Bargain Hunters
The S&P is up almost 30% this year, and many investors are worried about an impending crash. PEGY (PE divided by growth and yield) ratio combines yield, growth, quality and value, creating the potential for excellent long-term returns and income growth while outperforming the S&P. These low PEGY aristocrats boast a 4% yield, A-credit rating, 43-year dividend growth streak, 9% earnings growth, and a 13% long-term return potential, making them exceptional potential investments.
Negative
Seeking Alpha
1 week ago
The 2 Worst Mistakes Dividend Investors Keep Making
Mistakes are vital for learning, especially in investing. Early missteps can be invaluable lessons, shaping better strategies over time. Even small errors can compound into significant losses. Avoiding common pitfalls is key to maximizing long-term wealth and financial independence. Some investing habits appear sound but carry hidden risks. By understanding these traps, investors can make more informed, strategic decisions.
Positive
Seeking Alpha
2 weeks ago
5 Relatively Secure And Cheap Dividend Stocks For December 2024: Yields Up To 9%
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.28%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Neutral
Business Wire
2 weeks ago
Carlisle Companies Promotes Susan Wallace to Vice President & Chief Human Resources Officer
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today announced that Susan Wallace has been named Vice President & Chief Human Resources Officer for the Company. Ms. Wallace joined Carlisle Construction Materials in April 2019 as Human Resources Director and was named Vice President, Human Resources for the Company in February 2024. Prior to joining Carlisle, Ms. Wallace held various human resource positions at TE Connectivity and has 30-years' experience in v.
Positive
Seeking Alpha
2 weeks ago
A New Golden Age: 2 Dividend Stocks Set To Cash In On A Monumental Trend
In this article, I dive into two companies I believe are well-positioned to benefit from the golden age of commercial and residential remodeling. Both have strong growth prospects. As the U.S. experiences an aging building stock, the demand for renovations and replacements is on the rise, creating a robust market for companies in this space. I share why I'm excited about these two picks, both offering impressive returns, solid dividend growth, and exposure to the remodeling boom, making them excellent long-term investments.
Positive
Seeking Alpha
3 weeks ago
6 High-Yield Dividend Aristocrats To Buy With The Market At Record Highs
The market is back to record highs, and many investors are worried about putting new money to work. Combining maximum yield with maximum total return optimizes current yield and future retirement income without sacrificing medium- to long-term returns. These six aristocrats offer a 4.6% yield, 14.1% long-term income growth, 19% upside in the next year, 44% in the next two years, and 117% in the next five years.
Positive
Zacks Investment Research
3 weeks ago
Carlisle Benefits From Business Strength Amid Persisting Headwinds
CSL gains from strong momentum across its Construction Materials business, acquisitions and shareholder-friendly policies. Rising costs and expenses are likely to hurt its profitability.
Positive
Seeking Alpha
3 weeks ago
My Favorite Dividend Stocks For The 'New World Order'
I explore the evolving “New World Order,” focusing on geopolitical changes and the U.S.'s strategic responses. This impacts global markets profoundly. Trump's pick for Treasury Secretary, Scott Bessent, aims to tackle U.S. debt and economic growth with his “3/3/3” plan—cut deficits, boost GDP, and increase oil output. Amid these shifts, I spotlight dividend stocks poised to thrive, emphasizing their resilience, strong yields, and growth potential in a changing economy.
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