Ever wondered what big players are doing with their money? CW Advisors just made a huge move, significantly increasing their holdings in Carrier Global. It’s a fascinating look into institutional investment trends and market confidence. What does this mean for the future of CARR?

CW Advisors LLC, a notable player among Institutional Investors, significantly bolstered its Financial Holdings in Carrier Global (NYSE:CARR) during the first quarter, according to its latest SEC filing. The firm amplified its ownership of CARR Stock by 35.3%, acquiring an additional 2,215 shares to reach a total of 8,493 shares, reflecting a strategic move in the current Stock Market News cycle.

This increase underscores a broader trend of institutional confidence in Carrier Global. Several other prominent hedge funds and large investment firms have also adjusted their positions. JPMorgan Chase & Co., for instance, dramatically expanded its stake by 17.6%, now holding over 31 million shares, valued at nearly $2 billion. Nuveen LLC also made a substantial entry, acquiring a new position worth almost $650 million, further diversifying the company’s institutional backing.

The surge in Financial Holdings isn’t isolated. Brown Advisory Inc. boosted its stake in Carrier Global by an impressive 82.6%, now owning over 9.6 million shares. Similarly, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, grew its holdings by 15.6% in the fourth quarter. Invesco Ltd. also incrementally increased its ownership, adding over 108,000 shares. Collectively, these Institutional Investors account for a commanding 91.00% of the company’s CARR Stock.

Amidst this flurry of investment activity, analysts have offered varied but generally optimistic outlooks on CARR Stock. Melius initiated coverage with a “hold” rating and a $90.00 target price, while Wells Fargo & Company raised its price target to $75.00 with an “equal weight” rating. Northcoast Research upgraded Carrier Global from “neutral” to “buy” with an $85.00 objective, reflecting a positive sentiment in recent Stock Market News.

Further emphasizing the positive sentiment, Citigroup reaffirmed a “buy” rating and adjusted its target price upwards to $89.00. Robert W. Baird maintained an “outperform” rating, setting an $84.00 target. The consensus among ten investment analysts results in a “Moderate Buy” rating for Carrier Global, with an average price target of $84.47, providing valuable insights for potential Institutional Investors.

Beyond institutional movements, insider activity has also drawn attention. A director recently sold over 4.2 million shares of CARR Stock in a single transaction, totaling nearly $300 million. Despite this significant sale, the director retains substantial ownership, holding over 54 million shares. Such disclosures, accessible through SEC filings, offer transparency into internal perceptions of the company’s value, which is crucial for Dividend Analysis and overall investment strategy.

Financially, Carrier Global reported strong first-quarter earnings, beating consensus estimates with $0.92 EPS and exceeding revenue expectations with $6.11 billion. The company boasts a healthy net margin of 18.33% and a robust return on equity of 17.83%. Management has set a positive FY 2025 guidance of $3.00-$3.10 EPS, indicating continued growth prospects for this industrial giant, a key element in comprehensive Financial Holdings evaluations.

Shareholders of Carrier Global also benefited from a recently announced quarterly dividend of $0.225 per share, paid on August 8th. This translates to a $0.90 annualized dividend, offering a yield of 1.3%, with a current dividend payout ratio (DPR) of 19.61%. This consistent return to shareholders, a significant factor in Dividend Analysis, underscores the company’s financial stability.

Carrier Global Corporation operates globally, providing essential heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies. Its diversified operations across three core segments—HVAC, Refrigeration, and Fire & Security—position it as a foundational entity in critical infrastructure and building systems, making its CARR Stock a focus for various Institutional Investors.