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: 5,500
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
129% more call options, than puts
Call options by funds: $24.9M | Put options by funds: $10.9M
23% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 90
0.75% more ownership
Funds ownership: 88.67% [Q3] → 89.42% (+0.75%) [Q4]
0% less funds holding
Funds holding: 732 [Q3] → 730 (-2) [Q4]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 9 (-1) [Q4]
18% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 279
20% less capital invested
Capital invested by funds: $18.5B [Q3] → $14.8B (-$3.63B) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$460
37%
upside
Avg. target
$473
41%
upside
High target
$495
48%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Goldman Sachs Susan Maklari 19% 1-year accuracy 5 / 27 met price target | 39%upside $465 | Buy Maintained | 14 Jan 2025 |
Loop Capital Garik Shmois 45% 1-year accuracy 10 / 22 met price target | 37%upside $460 | Buy Maintained | 10 Jan 2025 |
Oppenheimer Bryan Blair 52% 1-year accuracy 22 / 42 met price target | 48%upside $495 | Outperform Reiterated | 20 Dec 2024 |
Financial journalist opinion
Based on 18 articles about CSL published over the past 30 days
Positive
Seeking Alpha
4 days ago
The Power Of Patience - 3 Of My Favorite Dividend Growth Stocks
Dividend growth investing requires patience but pays off. Low-yield stocks with strong growth potential can outperform high-yield picks over time, offering both income and capital appreciation. I focus on three stocks with fantastic business models, pricing power, and long-term growth potential. These picks align with my belief in balancing income and growth for a resilient portfolio. While not ideal for immediate income, these stocks are perfect for long-term investors. They offer compounding power, strong fundamentals, and the potential to beat the market.
Positive
Seeking Alpha
1 week ago
All-In: The 23-Stock Six-Figure Dividend Portfolio I'm Betting My Future On
Thank you to the Seeking Alpha community for your support! Reaching 40,000 followers is a dream come true. Your feedback fuels my work. I've invested 91% of my net worth in 23 high-conviction dividend stocks. Focused on wide-moat businesses, I prioritize quality and long-term growth over yield. My portfolio has outperformed the S&P 500, and I'm confident in its future. I expect a rotation to value stocks, and I'll keep sharing insights to grow together.
Neutral
Business Wire
1 week ago
Carlisle Companies Reinforces its Commitment to Innovation Through its New Accelerator
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) is reinforcing its commitment to innovation through the development and execution of its new innovation accelerator program. The innovation accelerator program builds on Carlisle's track record of innovation success by engaging entrepreneurs and start-ups across the globe to identify, develop, and commercialize new products that deliver energy efficiency, labor savings and integrated solutions. Chris Koch, Chair, Pre.
Positive
Seeking Alpha
1 week ago
Where I'd Put $10,000 Right Now - My Best Dividend Picks For Income And Growth
I started investing with a modest $4,000, now growing it into a 23-stock portfolio. The median net worth varies by age, but most can invest $10,000 for growth. The goal here isn't to push random picks, but to offer long-term dividend ideas. I connect my choices to the broader economic picture, from undervalued essentials to GARP stocks. In this article, I highlight undervalued consumer staples, GARP stocks, and investment ideas linked to potential political changes, all aimed at steady dividend growth.
Positive
Seeking Alpha
2 weeks ago
Ultra-High Conviction: 3 Of My Biggest Dividend Holdings Are On Sale
Warren Buffett's rule of "never lose money" emphasizes how a loss, even small, compounds negatively. Every dollar wasted is a missed opportunity for compounded growth. Howard Marks stresses risk management and diversification in investments, highlighting the importance of being aware, analyzing, diversifying, and being well-paid for risk. I focus on high-conviction stocks for my portfolio, buying on weakness. When prices drop, it presents an opportunity to buy more resilient, quality companies at a discount.
Positive
Seeking Alpha
2 weeks ago
The Next Big Opportunity: My Favorite Dividend Stocks For The Shift Ahead
I believe we're at a turning point for cyclical stocks, with improving indicators and global growth signaling potential outperformance in industrials, energy, and transportation. I'm positioning my portfolio for this shift, adding to railroads, machinery, and energy stocks. I'm confident these sectors will see strong returns and accelerating dividend growth. Of course, risks remain - geopolitical tensions, inflation, or economic slowdowns could derail this trend. But for now, the risk/reward looks favorable.
Positive
Zacks Investment Research
2 weeks ago
Carlisle Q4 Earnings Miss, Construction Materials Sales Up Y/Y
CSL's fourth-quarter 2024 results benefit from higher revenues across the Carlisle Construction Materials segment.
Neutral
Zacks Investment Research
2 weeks ago
Carlisle (CSL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Carlisle (CSL) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Seeking Alpha
2 weeks ago
Carlisle Companies Incorporated (CSL) Q4 2024 Earnings Call Transcript
Carlisle Companies Incorporated (NYSE:CSL ) Q4 2024 Earnings Conference Call February 4, 2025 5:00 PM ET Company Participants Mehul Patel - Vice President, Investor Relations Chris Koch - Chair, President & Chief Executive Officer Kevin Zdimal - Chief Financial Officer Conference Call Participants Tim Wojs - Baird Bryan Blair - Oppenheimer Saree Boroditsky - Jefferies Garik Shmois - Loop Capital Susan Maklari - Goldman Sachs David MacGregor - Longbow Research Adam Baumgarten - Zelman Operator Good afternoon. My name is Constantine and I will be your conference operator for today.
Negative
Zacks Investment Research
2 weeks ago
Carlisle (CSL) Q4 Earnings and Revenues Miss Estimates
Carlisle (CSL) came out with quarterly earnings of $4.47 per share, missing the Zacks Consensus Estimate of $4.48 per share. This compares to earnings of $4.17 per share a year ago.
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