Why Carlisle Companies (CSL) Stock Is Down Today

Carlisle Companies (CSL) is down 5.4% today. Here is some analysis on what might have caused this price movement. ([carlisle.com](https://www.carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-to-Announce-Second-Quarter-2026-Results-on-July-29-2026/default.aspx?utm_source=openai))

Analysis: The sell-off appears tied to margin worries in Carlisle’s roofing business ahead of its second-quarter report, which is scheduled for after the market close on July 29, 2026. This could also reflect investor caution after recent analyst price-target cuts that highlighted higher petrochemical and MDI input costs, with no fresh company update to offset those concerns. ([carlisle.com](https://www.carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-to-Announce-Second-Quarter-2026-Results-on-July-29-2026/default.aspx?utm_source=openai))

Details:

Carlisle said it plans to release second-quarter 2026 results after the close on July 29, putting the stock in a sensitive pre-earnings window. ([carlisle.com](https://www.carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-to-Announce-Second-Quarter-2026-Results-on-July-29-2026/default.aspx?utm_source=openai))

A recent analyst target cut cited cost inflation and supply disruption in MDI, an important roofing input, raising concern about near-term margins. ([tipranks.com](https://www.tipranks.com/news/the-fly/carlisle-price-target-lowered-to-340-from-360-at-truist-thefly-news?utm_source=openai))

Another recent analyst target reduction pointed to cautious near-term construction conditions, adding to the more defensive tone around the shares. ([simplywall.st](https://simplywall.st/stocks/us/capital-goods/nyse-csl/carlisle-companies/news/carlisle-companies-csl-falls-after-price-target-cut-as-under/amp?utm_source=openai))

Carlisle’s first-quarter release showed revenue declined year over year in its Carlisle Construction Materials segment, which may have kept investors focused on demand and profitability trends going into this report. ([s22.q4cdn.com](https://s22.q4cdn.com/386734942/files/doc_financials/2026/q1/Q1-2026-Earnings-Release.pdf?utm_source=openai))

Sources:

Carlisle Companies, Investing.com, TipRanks, Simply Wall St

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

$CSL Insider Trading Activity

$CSL insiders have traded $CSL stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.

Here’s a breakdown of recent trading of $CSL stock by insiders over the last 6 months:

D CHRISTIAN KOCH (Chair, President & CEO) has made 0 purchases and 4 sales selling 36,260 shares for an estimated $14,989,324.
KEVIN P ZDIMAL (VP & Chief Financial Officer) has made 0 purchases and 9 sales selling 24,180 shares for an estimated $9,866,321.
STEPHEN SCHWAR (Vice Chair of CCM) has made 0 purchases and 2 sales selling 6,049 shares for an estimated $2,524,583.
DAVID W SMITH (VP, Sustainability) has made 0 purchases and 2 sales selling 1,800 shares for an estimated $745,290.
ANDREW C EASTON (VP & Chief Accounting Officer) sold 233 shares for an estimated $94,963

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$CSL Hedge Fund Activity

We have seen 343 institutional investors add shares of $CSL stock to their portfolio, and 324 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MORGAN STANLEY removed 476,247 shares (-14.8%) from their portfolio in Q1 2026, for an estimated $158,885,524
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 386,689 shares (-99.4%) from their portfolio in Q1 2026, for an estimated $129,007,184
GENERATION INVESTMENT MANAGEMENT LLP removed 341,452 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $113,915,216
BOSTON PARTNERS added 334,261 shares (+inf%) to their portfolio in Q1 2026, for an estimated $111,516,154
INLIGHT WEALTH MANAGEMENT, LLC removed 320,026 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $106,767,074
FOCUS PARTNERS WEALTH added 301,164 shares (+135.5%) to their portfolio in Q1 2026, for an estimated $100,474,333
JONES FINANCIAL COMPANIES LLLP added 281,264 shares (+29176.8%) to their portfolio in Q1 2026, for an estimated $93,835,295

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.

$CSL Price Targets

Multiple analysts have issued price targets for $CSL recently. We have seen 4 analysts offer price targets for $CSL in the last 6 months, with a median target of $422.5.

Here are some recent targets:

Keith Hughes from Truist Securities set a target price of $340.0 on 07/07/2026
Bryan Blair from Oppenheimer set a target price of $425.0 on 04/24/2026
Timothy Wojs from Baird set a target price of $425.0 on 04/24/2026
Tomohiko Sano from JP Morgan set a target price of $420.0 on 03/09/2026

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.