Carlisle Companies (CSL) Fell Due to Near-Term Challenges

6 days ago 7

Soumya Eswaran

Mon, November 24, 2025 astatine 6:51 AM CST 2 min read

Madison Investments, an concern advisor, released its “Madison Small Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin be downloaded here. The 3rd 4th was hard for the Small Cap Fund. The small-cap index’s show was broad-based. The Madison Small Cap Fund (class Y) was down 1.3% successful the quarter, importantly underperforming the benchmarks. The underperformance was driven by banal enactment and exacerbated by a precise speculative market. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, the Madison Small Cap Fund highlighted stocks specified arsenic Carlisle Companies Incorporated (NYSE:CSL). Headquartered successful Scottsdale, Arizona, Carlisle Companies Incorporated (NYSE:CSL) engages successful the manufacturing and proviso of gathering envelope products and solutions. The one-month instrumentality of Carlisle Companies Incorporated (NYSE:CSL) was -8.64%, and its shares mislaid 34.14% of their worth implicit the past 52 weeks. On November 21, 2025, Carlisle Companies Incorporated (NYSE:CSL) banal closed astatine $309.35 per share, with a marketplace capitalization of $12.93 billion.

Madison Small Cap Fund stated the pursuing regarding Carlisle Companies Incorporated (NYSE:CSL) successful its 3rd 4th 2025 capitalist letter:

"Underperformance successful Industrials was concentrated successful 3 ample investments. Carlisle Companies Incorporated (NYSE:CSL), WillScott Holdings (WSC), and Core and Main (CMN) were down successful the quarter. Although determination is immoderate near-term hazard to commercialized roofing successful 2025 and normalizing inventory levels astatine its distributors, we expect CSL to make $40 per stock successful net by 2030, This is an fantabulous concern with precocious margins, a divers portfolio and a beardown recurring gross profile."

Carlisle’s (CSL) Dividend History: Steady Increases from an Under-the-Radar Name

Carlisle Companies Incorporated (NYSE:CSL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 29 hedge money portfolios held Carlisle Companies Incorporated (NYSE:CSL) astatine the extremity of the 2nd quarter, up from 26 successful the erstwhile quarter. In the 3rd 4th of 2025, Carlisle Companies Incorporated (NYSE:CSL) reported $1.3 cardinal successful revenues, marking a 1% year-over-year increase. While we admit the imaginable of Carlisle Companies Incorporated (NYSE:CSL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.