SummitTX Capital L.P. Invests $711,000 in Carlisle Companies Incorporated $CSL

SummitTX Capital L.P. acquired a new position in Carlisle Companies Incorporated (NYSE:CSL) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 2,131 shares of the conglomerate’s stock, valued at approximately $711,000.

Other large investors have also recently added to or reduced their stakes in the company. MML Investors Services LLC boosted its position in Carlisle Companies by 1.1% during the 4th quarter. MML Investors Services LLC now owns 2,497 shares of the conglomerate’s stock worth $799,000 after acquiring an additional 27 shares during the period. Raiffeisen Bank International AG increased its holdings in shares of Carlisle Companies by 12.8% during the fourth quarter. Raiffeisen Bank International AG now owns 247 shares of the conglomerate’s stock valued at $80,000 after purchasing an additional 28 shares during the period. Fifth Third Wealth Advisors LLC raised its stake in shares of Carlisle Companies by 1.4% during the first quarter. Fifth Third Wealth Advisors LLC now owns 2,146 shares of the conglomerate’s stock valued at $716,000 after purchasing an additional 29 shares in the last quarter. Boston Common Asset Management LLC lifted its holdings in Carlisle Companies by 0.6% in the first quarter. Boston Common Asset Management LLC now owns 5,190 shares of the conglomerate’s stock worth $1,731,000 after purchasing an additional 30 shares during the period. Finally, Next Level Private LLC lifted its holdings in Carlisle Companies by 0.3% in the first quarter. Next Level Private LLC now owns 12,265 shares of the conglomerate’s stock worth $4,092,000 after purchasing an additional 33 shares during the period. 89.52% of the stock is currently owned by institutional investors and hedge funds.

Carlisle Companies Price Performance

Shares of NYSE:CSL opened at $368.70 on Friday. The company has a market capitalization of $14.92 billion, a PE ratio of 21.15, a price-to-earnings-growth ratio of 1.06 and a beta of 0.85. The company has a debt-to-equity ratio of 1.74, a quick ratio of 2.58 and a current ratio of 3.38. The stock has a fifty day moving average of $348.01 and a 200-day moving average of $356.08. Carlisle Companies Incorporated has a one year low of $293.43 and a one year high of $432.91.

Carlisle Companies (NYSE:CSL) last posted its quarterly earnings data on Wednesday, July 29th. The conglomerate reported $7.03 EPS for the quarter, beating analysts’ consensus estimates of $6.35 by $0.68. The company had revenue of $1.57 billion during the quarter, compared to analyst estimates of $1.48 billion. Carlisle Companies had a net margin of 14.21% and a return on equity of 46.29%. The business’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the firm earned $6.27 earnings per share. As a group, equities analysts anticipate that Carlisle Companies Incorporated will post 21.07 EPS for the current fiscal year.

Trending Headlines about Carlisle Companies

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

• Positive Sentiment: Second-quarter adjusted EPS was $7.03, above the approximately $6.35–$6.43 analyst expectations and up from $6.27 a year earlier. Revenue reached a record $1.57 billion, up 8% year over year and ahead of the roughly $1.48 billion consensus. CSL Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Both operating businesses contributed to growth: Carlisle Construction Materials revenue rose 8% to $1.18 billion, while Carlisle Weatherproofing Technologies revenue increased 10% to $389 million. Operating margin was 22.4% and adjusted EBITDA margin was 26.2%. Carlisle Companies Reports Second Quarter Results
• Positive Sentiment: Management raised its 2026 revenue outlook to mid-single-digit growth while forecasting a flat adjusted EBITDA margin, signaling resilience despite construction-market and materials-cost concerns. CSL Q2 Earnings Beat Estimates on Record Sales, Outlook Raised
• Positive Sentiment: Capital returns added support: CSL repurchased $250 million of stock during the quarter and increased its 2026 share-repurchase target to $1.2 billion, potentially boosting per-share results and signaling management confidence.
• Neutral Sentiment: The earnings beat follows a pre-release pullback tied to worries about MDI and petrochemical costs, supply disruptions and softer construction conditions. The improved results and guidance appear to have reversed that caution, although margin execution remains important.
• Negative Sentiment: Recent disclosed insider activity showed selling rather than buying, including transactions by senior executives. This may temper sentiment, although the sales do not directly alter the company’s operating outlook.

Wall Street Analysts Forecast Growth

Several research firms have commented on CSL. Truist Financial lowered their target price on shares of Carlisle Companies from $360.00 to $340.00 and set a “hold” rating on the stock in a research note on Tuesday, July 7th. Raymond James Financial assumed coverage on shares of Carlisle Companies in a research note on Monday, April 27th. They issued an “outperform” rating and a $425.00 price target for the company. Oppenheimer increased their price objective on shares of Carlisle Companies from $420.00 to $425.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of Carlisle Companies in a research note on Wednesday, June 24th. Finally, Robert W. Baird set a $412.00 target price on Carlisle Companies in a report on Thursday. Five research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $401.17.

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.