Baird Cuts Carlisle Companies (CSL) Price Target to $402
Baird has reaffirmed its Outperform rating for Carlisle Companies with a price target of $402, a 21.38% upside from the current price.
Reviewed by automated data checks against the source data. How we make and check alerts
Baird cut its price target on Carlisle Companies Incorporated ($CSL) to $402 from $412 on October 13, 2026, and rates the stock "Outperform".
Since the rating, $CSL is up 1.5% to date (from the $328.85 close on Oct 13, 2026).
CSL
Carlisle Companies Incorporated
Key Points
- On October 13, 2026, Baird maintained its Outperform rating on Carlisle Companies (NYSE: CSL) and set a new price target of $402, down from $412.
- Baird's $402 price target implies 21.38% upside from Carlisle Companies Incorporated's ($CSL) current $331.18 share price.
- The stock is currently trading at $331.18, which is about 17.6% below Baird's new price target.
- Carlisle Companies has a trailing twelve-month revenue of about $5.1 billion and is scheduled to report earnings on October 28, 2026.
Get $CSL trade alerts by text
We text you when insiders, Congress or big funds trade $CSL. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Carlisle Companies Incorporated alert may contain errors. Disclosures
Baird has reiterated its Outperform rating on Carlisle Companies Incorporated (NYSE: CSL) and set a new price target of $402 on October 13, 2026, down from a prior target of $412. This price target reflects Baird's continued confidence in the company's future performance despite the adjustment.
The stock is currently trading at $331.18 as of October 16, 2026, which positions it about 17.6% below Baird's new target. Investors will be watching closely to see how Carlisle performs in its upcoming earnings report, scheduled for October 28, 2026.
Baird vs. the S&P 500
Hypothetical returns from Baird's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in Carlisle Companies
Several other institutional investors have adjusted their positions in Carlisle Companies recently. Blackrock Inc. reduced its holdings by 109,046 shares, ending with 4,133,983 shares valued at approximately $1.38 billion. Morgan Stanley also trimmed its stake, selling 262,176 shares for a total of 2,483,124 shares worth about $829 million. Meanwhile, State Street Corporation increased its position by 54,326 shares, bringing its total to 2,096,647 shares valued at around $700 million.
Carlisle Companies Incorporated Stock Up 5.2%
As of October 16, 2026, Carlisle Companies is trading at $331.18, significantly below the new price target set by Baird. This gap may signal opportunities or concerns for investors, especially as the company prepares for its earnings report later this month.
$CSL price target
Carlisle Companies Incorporated daily closes and this analyst's $402 target. Not advice.
Recent Earnings
Carlisle Companies reported a trailing twelve-month revenue of approximately $5.1 billion, with an impressive net margin of 14.2%. The company has demonstrated solid financial performance, with a return on equity (ROE) of 39.2%. Its next earnings report is due on October 28, 2026, which could provide further insights into its profitability.
Insider Buying and Selling at Carlisle Companies Incorporated
Recent insider trading shows that several executives have sold shares. CFO Kevin P. Zdimal sold 24,180 shares on February 10, 2026, valued at about $9.87 million. Officer David W. Smith sold 1,800 shares on the same day for approximately $745,290, while Officer Stephen Schwar sold 6,049 shares on February 12, 2026, valued at around $2.52 million. These transactions occurred before the recent analyst rating.
Analysts Set New Price Targets
On October 13, 2026, Baird maintained its Outperform rating on Carlisle Companies with a price target of $402, adjusting it from $412. Earlier, on July 20, Baird had a price target of $405, which indicates a consistent outlook for the company. The consensus among analysts is currently mixed, reflecting varied opinions on the stock's future performance.
About Carlisle Companies
Carlisle Companies Incorporated manufactures and supplies building envelope products and solutions globally. With operations in the U.S., Europe, and North America, it serves various sectors through its segments, Carlisle Construction Materials and Carlisle Weatherproofing Technologies. The firm has been a key player in the building products industry, and its recent analyst ratings reflect ongoing interest from investors.
Bottom Line
Investors should keep an eye on Carlisle Companies as it approaches its next earnings date on October 28, 2026. The stock's performance relative to Baird's new price target of $402 will be crucial in assessing market sentiment and potential investment opportunities.
Related Filing Alerts
Source: Baird's rating change on $CSL (Oct 13, 2026). Written by software, not financial advice. How we make alerts