Yousif Capital Management LLC Purchases 27,863 Shares of Carrier Global Corporation $CARR

Posted by Francis Steltz on Oct 26th, 2026

Yousif Capital Management LLC lifted its position in Carrier Global Corporation (NYSE:CARR – Free Report) by 34.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 109,410 shares of the company’s stock after buying an additional 27,863 shares during the quarter. Yousif Capital Management LLC’s holdings in Carrier Global were worth $6,002,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of the business. Bank of New York Mellon Corp acquired a new stake in shares of Carrier Global in the second quarter worth about $590,759,000. Bank of America Corp DE acquired a new stake in shares of Carrier Global in the second quarter worth $572,908,000. Dimensional Fund Advisors LP lifted its stake in shares of Carrier Global by 4.1% in the first quarter. Dimensional Fund Advisors LP now owns 6,291,311 shares of the company’s stock worth $354,188,000 after buying an additional 246,723 shares during the last quarter. Legal & General Group Plc bought a new stake in shares of Carrier Global during the 2nd quarter worth $322,366,000. Finally, Primecap Management Co. CA acquired a new position in Carrier Global in the 2nd quarter valued at $283,585,000. Institutional investors and hedge funds own 91.00% of the company’s stock.

Key Carrier Global News

Here are the key news stories impacting Carrier Global this week:

Positive Sentiment: Carrier plans to invest more than $600 million over the next three years in a new, more than 1-million-square-foot advanced manufacturing and engineering center in Fort Worth, Texas. The facility is expected to create approximately 1,500 jobs and expand production of commercial chillers. Carrier Texas investment announcement
Positive Sentiment: The investment is intended to address record backlog and strong demand from data centers, healthcare, education, industrial customers and other commercial markets. Rising data-center demand for cooling infrastructure could provide Carrier with a long-term growth opportunity. Carrier plans Texas expansion
Neutral Sentiment: The project strengthens Carrier’s U.S. manufacturing and supply-chain footprint, but the spending will occur over several years. The announcement does not provide a specific near-term revenue or earnings contribution, while construction and ramp-up costs could precede the benefits.
Neutral Sentiment: Carrier is scheduled to report earnings next week. Analysts expect fiscal 2026 earnings of roughly $2.87 per share, compared with company guidance of $2.90, making the report and management’s outlook important near-term catalysts. Carrier upcoming earnings expectations
Negative Sentiment: Zacks cautions that Carrier does not currently have the strongest combination of earnings and revenue-estimate trends for a likely earnings beat. With the shares trading at a relatively high price-to-earnings ratio near 39, disappointing results or conservative guidance could weigh on the stock.

Analyst Upgrades and Downgrades

CARR has been the topic of several recent analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Carrier Global in a report on Friday, October 16th. Citigroup boosted their price objective on Carrier Global from $79.00 to $80.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Sanford C. Bernstein decreased their target price on Carrier Global from $78.00 to $64.00 and set a “market perform” rating for the company in a research note on Wednesday, October 7th. JPMorgan Chase & Co. started coverage on Carrier Global in a research report on Friday, October 9th. They issued a “neutral” rating and a $61.00 price objective for the company. Finally, Mizuho dropped their target price on shares of Carrier Global from $75.00 to $70.00 and set an “outperform” rating on the stock in a research report on Thursday, October 15th. Eleven research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $70.43.

View Our Latest Stock Report on Carrier Global

Carrier Global Stock Up 0.0%

CARR stock opened at $56.26 on Monday. Carrier Global Corporation has a twelve month low of $50.24 and a twelve month high of $76.76. The company has a quick ratio of 0.72, a current ratio of 1.02 and a debt-to-equity ratio of 0.77. The company has a market cap of $46.38 billion, a PE ratio of 39.07, a price-to-earnings-growth ratio of 1.92 and a beta of 1.29. The business’s 50-day simple moving average is $56.88 and its 200 day simple moving average is $62.85.

Carrier Global (NYSE:CARR – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.86 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 firm had revenue of $6.35 billion during the quarter, compared to analysts’ expectations of $6.02 billion. During the same quarter in the prior year, the firm posted $0.92 EPS. The company’s revenue for the quarter was up 3.9% on a year-over-year basis. Carrier Global has set its FY 2026 guidance at 2.900-2.900 EPS. On average, research analysts anticipate that Carrier Global Corporation will post 2.87 earnings per share for the current year.

Carrier Global Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 18th. Shareholders of record on Thursday, October 29th will be issued a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Thursday, October 29th. Carrier Global’s payout ratio is presently 66.67%.

Carrier Global Profile

(Free Report)

Carrier Global Corporation (NYSE:CARR) is a global provider of intelligent climate and energy solutions. The company develops and manufactures heating, ventilation and air-conditioning (HVAC) systems, refrigeration equipment, building automation technologies and related controls and services for residential, commercial and industrial customers.

Its offerings include air conditioners, heat pumps, furnaces, boilers, chillers, ventilation systems, refrigeration systems and building management solutions.