Compass Wealth Management LLC Makes New $881,000 Investment in Carrier Global Corporation $CARR

Posted by Geri Gentry on Aug 19th, 2026

Compass Wealth Management LLC acquired a new position in Carrier Global Corporation (NYSE:CARR – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 12,017 shares of the company’s stock, valued at approximately $881,000.

Other hedge funds have also made changes to their positions in the company. Danica Pension Livsforsikringsaktieselskab purchased a new stake in Carrier Global during the 2nd quarter worth $11,628,000. Danske Bank A S purchased a new position in Carrier Global in the second quarter valued at about $19,801,000. Gables Capital Management Inc. purchased a new position in Carrier Global in the second quarter valued at about $150,000. Wealthfront Advisers LLC acquired a new position in shares of Carrier Global during the second quarter worth about $7,169,000. Finally, Foster & Motley Inc. acquired a new position in shares of Carrier Global during the second quarter worth about $457,000. Hedge funds and other institutional investors own 91.00% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on CARR. JPMorgan Chase & Co. increased their target price on Carrier Global from $63.00 to $67.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Barclays boosted their price target on Carrier Global from $67.00 to $79.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Robert W. Baird increased their price objective on shares of Carrier Global from $70.00 to $75.00 in a research report on Friday, May 1st. Zacks Research upgraded shares of Carrier Global from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 30th. Finally, Royal Bank Of Canada boosted their target price on shares of Carrier Global from $71.00 to $81.00 and gave the stock an “outperform” rating in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $73.67.

Get Our Latest Analysis on Carrier Global

Carrier Global Trading Down 1.9%

NYSE:CARR opened at $61.38 on Wednesday. The company has a market cap of $50.59 billion, a PE ratio of 42.62, a P/E/G ratio of 2.32 and a beta of 1.31. The business’s 50 day moving average is $67.89 and its two-hundred day moving average is $64.12. The company has a quick ratio of 0.72, a current ratio of 1.02 and a debt-to-equity ratio of 0.77. Carrier Global Corporation has a 52 week low of $50.24 and a 52 week high of $76.76.

Carrier Global (NYSE:CARR – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.82 by $0.04. Carrier Global had a return on equity of 14.68% and a net margin of 5.52%.The business had revenue of $6.35 billion for the quarter, compared to analyst estimates of $6.02 billion. During the same period in the prior year, the company posted $0.92 EPS. The business’s revenue was up 3.9% compared to the same quarter last year. Carrier Global has set its FY 2026 guidance at 2.900-2.900 EPS. On average, analysts predict that Carrier Global Corporation will post 2.89 EPS for the current year.

Carrier Global Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 10th. Stockholders of record on Tuesday, July 21st were issued a $0.24 dividend. The ex-dividend date of this dividend was Tuesday, July 21st. This represents a $0.96 annualized dividend and a dividend yield of 1.6%. Carrier Global’s payout ratio is 66.67%.

Carrier Global Profile

(Free Report)

Carrier Global Corporation is a leading global provider of heating, ventilation and air conditioning (HVAC), refrigeration, fire and security, and building automation solutions. The company designs, manufactures and sells a broad portfolio of products that includes air conditioners, furnaces, heat pumps, chillers, rooftop units, commercial refrigeration systems, fire and smoke detection and suppression systems, security sensors and access controls, and a range of building controls and analytics software.