Sequoia Financial Advisors LLC Grows Stock Holdings in Carrier Global Corporation $CARR

Posted by on May 12th, 2026

Sequoia Financial Advisors LLC lifted its position in Carrier Global Corporation (NYSE:CARR – Free Report) by 57.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 29,749 shares of the company’s stock after buying an additional 10,801 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Carrier Global were worth $1,572,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Ponta Wealth Partners LLC acquired a new stake in shares of Carrier Global in the 4th quarter worth $235,000. Swedbank AB increased its position in Carrier Global by 0.8% during the 4th quarter. Swedbank AB now owns 436,198 shares of the company’s stock valued at $23,049,000 after buying an additional 3,500 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Carrier Global by 0.8% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,642,182 shares of the company’s stock valued at $87,890,000 after buying an additional 12,930 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in Carrier Global by 1.5% in the fourth quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 100,266 shares of the company’s stock valued at $5,298,000 after buying an additional 1,463 shares during the last quarter. Finally, Garner Asset Management Corp acquired a new stake in Carrier Global in the fourth quarter worth about $50,000. Institutional investors own 91.00% of the company’s stock.

Carrier Global Trading Down 1.4%

Carrier Global stock opened at $65.87 on Tuesday. The stock has a 50-day moving average price of $60.07 and a 200 day moving average price of $58.04. The company has a market capitalization of $54.71 billion, a price-to-earnings ratio of 43.33, a price-to-earnings-growth ratio of 2.66 and a beta of 1.38. Carrier Global Corporation has a 52 week low of $50.24 and a 52 week high of $81.09. The company has a quick ratio of 0.75, a current ratio of 1.05 and a debt-to-equity ratio of 0.76.

Carrier Global (NYSE:CARR – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $0.57 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.06. Carrier Global had a net margin of 5.99% and a return on equity of 14.81%. The company had revenue of $5.34 billion for the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter in the prior year, the company earned $0.65 EPS. Carrier Global’s quarterly revenue was up 2.4% on a year-over-year basis. Carrier Global has set its FY 2026 guidance at 2.800-2.800 EPS. Sell-side analysts anticipate that Carrier Global Corporation will post 2.8 EPS for the current year.

Carrier Global Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Monday, May 4th will be paid a $0.24 dividend. The ex-dividend date is Monday, May 4th. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.5%. Carrier Global’s dividend payout ratio is presently 63.16%.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on CARR. Evercore upped their price objective on shares of Carrier Global from $75.00 to $85.00 in a report on Friday, May 1st. Barclays lifted their target price on shares of Carrier Global from $67.00 to $79.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Robert W. Baird upped their price target on shares of Carrier Global from $70.00 to $75.00 in a research note on Friday, May 1st. Mizuho raised their price target on shares of Carrier Global from $67.00 to $75.00 in a report on Friday, May 1st. Finally, The Goldman Sachs Group lifted their price objective on shares of Carrier Global from $74.00 to $80.00 in a research note on Friday, May 1st. Twelve investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $73.57.

View Our Latest Report on CARR

Carrier Global Company 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.

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Institutional Ownership by Quarter for Carrier Global (NYSE:CARR)

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