Carlisle shares jump after third-quarter beat and solid fourth-quarter outlook

By: Quiver PriceTracker

Posted: 5 hours ago / Oct. 29, 2026 9:21 p.m. UTC

CSL

Carlisle Companies Incorporated (CSL) is up 7.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Carlisle’s third-quarter results, which showed higher revenue, record adjusted earnings per share, and a better-than-expected top and bottom line versus analyst forecasts. Investors also seemed encouraged by management’s outlook for high-single-digit fourth-quarter revenue growth, even as the company works through elevated raw material and freight costs.

Details:

Carlisle posted third-quarter revenue of about $1.46 billion to $1.5 billion, up roughly 9% from a year earlier, with record adjusted EPS of $5.92.

The quarter topped consensus expectations on both earnings and sales, giving the market a clear positive earnings catalyst.

Management guided for high-single-digit revenue growth in the fourth quarter and said pricing actions should continue to build, helping offset inflation pressure.

The roofing-focused CCM segment benefited from healthy reroofing demand, while the company also raised its quarterly dividend, extending its long streak of annual dividend increases.

Sources:

Carlisle Companies, MarketBeat, The Motley Fool

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CSL Hedge Fund Activity

We have seen 328 institutional investors add shares of $CSL stock to their portfolio, and 403 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 565,711 shares (+inf%) to their portfolio in Q2 2026, for an estimated $205,211,665
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 375,421 shares (+inf%) to their portfolio in Q2 2026, for an estimated $136,183,967
MORGAN STANLEY removed 262,053 shares (-9.5%) from their portfolio in Q2 2026, for an estimated $95,059,725
UBS GROUP AG added 256,486 shares (+143.8%) to their portfolio in Q2 2026, for an estimated $93,040,296
FOCUS PARTNERS WEALTH removed 250,454 shares (-47.9%) from their portfolio in Q2 2026, for an estimated $90,852,188
VICTORY CAPITAL MANAGEMENT INC removed 219,908 shares (-84.8%) from their portfolio in Q2 2026, for an estimated $79,771,627
CHAMPLAIN INVESTMENT PARTNERS, LLC removed 216,990 shares (-68.5%) from their portfolio in Q2 2026, for an estimated $78,713,122

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.