Vaughan Nelson Investment Management, L.P. 13F: Adds $18M to CSL Stake

Vaughan Nelson Investment Management, L.P. has increased its holdings in Carlisle Companies Incorporated (NYSE: CSL) by 20.7%, according to its latest 13F filing with the SEC. The investment firm added 49,557 shares during the period, bringing its total to 289,117 shares valued at approximately $99.4 million as of the filing date.

What Changed in Vaughan Nelson's Carlisle Companies Position

Vaughan Nelson's decision to boost its stake in Carlisle Companies reflects a notable increase of 20.7%. The firm previously held 239,560 shares and now owns 289,117 shares. This addition of 49,557 shares took the total value of its position to around $99.4 million.

Other Institutional Activity in Carlisle Companies

In the same period, BlackRock, Inc. grew its holdings by 14,082 shares, reaching a total of 4,242,936 shares valued at about $1.42 billion. Morgan Stanley, however, reduced its position by 476,247 shares, leaving it with 2,745,177 shares worth approximately $915.8 million. Meanwhile, State Street Corp cut its holdings by 48,037 shares, bringing its total to 2,042,304 shares valued at $681.4 million. Bank of New York Mellon Corp increased its stake by 251,614 shares, resulting in 1,191,660 shares valued at $397.6 million.

Carlisle Companies Incorporated Stock Up 15.3%

Shares of NYSE:CSL traded near $343.77 recently. Carlisle Companies holds a market capitalization of about $13.91 billion, with a P/E ratio of 20.08 and a forward P/E of 14.66. The stock has a 52-week range between $293.43 and $435.92. It also has a 50-day moving average of $347.15 and a 200-day moving average of $346.37. The company's current ratio stands at 3.38, with a quick ratio of 2.434 and a debt-to-equity ratio of 174.73.

Recent Earnings

Carlisle Companies reported revenue of approximately $4.98 billion, with a slight revenue decline of 4%. The company posted earnings per share of $17.12, achieving a net margin of 14.57% and a return on equity of 38.23%. The next earnings report is expected on April 23, 2026.

Dividend

The company offers an annual dividend rate of $4.40, yielding 1.28%. The dividend payout ratio is a conservative 25.1%, providing a steady income stream for investors.

Insider Buying and Selling at Carlisle Companies Incorporated

On June 1, 2026, several insiders bought shares of Carlisle Companies. Sheryl Palmer, Corrine Ricard, Maia Hansen, Jesse Singh, and James Frias each acquired small amounts of shares, with no specific price disclosed. These transactions were not part of any pre-planned trading programs.

Analysts Set New Price Targets

On April 24, 2026, Truist Securities maintained a 'hold' rating with a $360 price target. Oppenheimer and Baird both reaffirmed their 'buy' ratings, setting price targets at $425. The consensus among analysts is a 'buy' recommendation, with a mean price target of $410.14 based on seven analyst opinions.

About Carlisle Companies

Carlisle Companies Incorporated, headquartered in Scottsdale, Arizona, is a leading manufacturer and supplier of building products and solutions. The company operates through two main segments: Carlisle Construction Materials and Carlisle Weatherproofing Technologies. It offers a range of products including roofing solutions, waterproofing products, and insulation materials. Founded in 1917, Carlisle serves markets in the United States, Europe, and internationally.

Bottom Line

Vaughan Nelson's increased investment in Carlisle Companies reflects confidence in the company's future prospects. As a major player in the building products industry, Carlisle continues to attract institutional interest. Investors should note that 13F filings are historical and may not represent current positions. Analysts remain optimistic, with multiple firms maintaining 'buy' ratings.