CARR Smart Money
Carrier Global Corporation
1W: +3.0%
1M: +3.5%
3M: -3.5%
YTD: +8.5%
1Y: +0.4%
3Y: +23.4%
5Y: +13.7%
$57.83
+1.39 (+2.46%)
Weekly Expected Move ±2.2%
$54
$55
$56
$57
$59
Credit Risk of going bust: lower than 64% of companies Debt: 20.6% of company value Bonds: $185.4M held by 267 funds, 76 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.17 (down 98%), Carrier Global Corporation would be worth roughly what it owes.
Total debt $12.39B against a stock market value of $47.67B.
Distance to default 6.71 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.79B (short-term plus half of long-term), stock volatility 35.1%; Altman Z 2.42. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.17 (down 98%), Carrier Global Corporation would be worth roughly what it owes.
Total debt $12.39B against a stock market value of $47.67B.
Distance to default 6.71 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.79B (short-term plus half of long-term), stock volatility 35.1%; Altman Z 2.42. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 20261,730
Institutions Holding
+86 vs prior
110.9%
Ownership
+27.05%
249
New
566
Increased
627
Reduced
77
Closed
👔 Insider Trades
22 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Yildiz Beril | officer: vp, controller & cao | F-Tax Withholding | 260 | $55.22 | $14K | Filing |
| 2026-07-01 | Dryden Edward C. | officer: president, cst | F-Tax Withholding | 2,147 | $72.07 | $155K | Filing |
| 2026-05-20 | Viessmann Maximilian | director | S-Sale | 12,094,823 | $62.01 | $750.0M | Filing |
| 2026-05-01 | Pandya Gaurang | officer: president, csa | F-Tax Withholding | 21,546 | $67.62 | $1.5M | Filing |
| 2026-02-01 | Agrawal Ajay | officer: svp, services & chief bd ofcr | A-Grant/Award | 5,705 | $— | $0 | Filing |
| 2026-02-01 | Agrawal Ajay | officer: svp, services & chief bd ofcr | F-Tax Withholding | 1,502 | $59.58 | $89K | Filing |
| 2026-02-01 | Gitlin David L. | officer: chairman and ceo | A-Grant/Award | 90,872 | $— | $0 | Filing |
| 2026-02-01 | Gitlin David L. | officer: chairman and ceo | F-Tax Withholding | 35,797 | $59.58 | $2.1M | Filing |
| 2026-02-01 | Goris Patrick P. | officer: evp, chief finance/strat ofcr | A-Grant/Award | 40,750 | $— | $0 | Filing |
| 2026-02-01 | Goris Patrick P. | officer: evp, chief finance/strat ofcr | F-Tax Withholding | 16,124 | $59.58 | $961K | Filing |
| 2026-02-01 | Pandya Gaurang | officer: president, csa | A-Grant/Award | 5,705 | $— | $0 | Filing |
| 2026-02-01 | Pandya Gaurang | officer: president, csa | F-Tax Withholding | 1,735 | $59.58 | $103K | Filing |
| 2026-02-01 | Villeneuve Nadia | officer: svp, chief people/comm ofcr | A-Grant/Award | 15,194 | $— | $0 | Filing |
| 2026-02-01 | Villeneuve Nadia | officer: svp, chief people/comm ofcr | F-Tax Withholding | 3,809 | $59.58 | $227K | Filing |
| 2026-02-01 | Campbell Francesca | officer: senior vp & clo | A-Grant/Award | 1,958 | $— | $0 | Filing |
| 2026-02-01 | Campbell Francesca | officer: senior vp & clo | F-Tax Withholding | 581 | $59.58 | $35K | Filing |
| 2025-11-25 | Gitlin David L. | officer: chairman and ceo | P-Purchase | 19,300 | $52.62 | $1.0M | Filing |
| 2025-08-08 | Pandya Gaurang | officer: president, csa | F-Tax Withholding | 29 | $66.03 | $2K | Filing |
| 2025-08-01 | Pandya Gaurang | officer: president, csa | F-Tax Withholding | 8,367 | $66.92 | $560K | Filing |
| 2025-07-01 | Dryden Edward C. | officer: president, cst | F-Tax Withholding | 2,180 | $74.30 | $162K | Filing |
| 2025-06-05 | Viessmann Maximilian | director | S-Sale | 4,267,425 | $70.30 | $300.0M | Filing |
| 2025-06-05 | Viessmann Maximilian | director | D-Sale to Issuer | 4,267,425 | $70.30 | $300.0M | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-11 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-09-04 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-14 | Kevin Hern | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-14 | Kevin Hern | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-13 | Kevin Hern | House | Sell | $1,001 - $15,000 | Filing |
| 2026-08-10 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-07-28 | Maria Elvira Salazar | House | Sell | $15,001 - $50,000 | Filing |
| 2026-07-28 | Maria Elvira Salazar | House | Sell | $1,001 - $15,000 | Filing |
| 2026-07-28 | Maria Elvira Salazar | House | Sell | $1,001 - $15,000 | Filing |
| 2026-07-28 | Maria Elvira Salazar | House | Sell | $15,001 - $50,000 | Filing |
| 2026-07-27 | Maria Elvira Salazar | House | Sell | $1,001 - $15,000 | Filing |
| 2026-07-27 | Maria Elvira Salazar | House | Sell | $15,001 - $50,000 | Filing |
| 2026-05-01 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-01 | Maria Elvira Salazar | House | Buy | $15,001 - $50,000 | Filing |
| 2026-05-01 | Maria Elvira Salazar | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-30 | Maria Elvira Salazar | House | Buy | $15,001 - $50,000 | Filing |
| 2026-04-30 | Maria Elvira Salazar | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-07 | Richard Ray Larsen | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-07 | Rick Larsen | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-06 | Richard Ray Larsen | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-29 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-17 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Capital Research Global Investors | 106,065,347 | $7.8B | -10,327,315 | 2026-06-30 | Filing |
| BlackRock, Inc. | 67,176,195 | $4.9B | +9,297,537 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 51,284,274 | $3.8B | -59,428 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 36,565,910 | $2.7B | +54,218 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 34,487,524 | $2.5B | -469,166 | 2026-06-30 | Filing |
| STATE STREET CORP | 34,386,031 | $2.5B | +876,618 | 2026-06-30 | Filing |
| Dodge & Cox | 27,475,603 | $2.0B | +853,330 | 2026-06-30 | Filing |
| Capital World Investors | 19,334,704 | $1.4B | -381,062 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 17,699,114 | $1.3B | +55,495 | 2026-06-30 | Filing |
| Fisher Asset Management, LLC | 13,047,300 | $957M | +17,498 | 2026-06-30 | Filing |
| MORGAN STANLEY | 10,957,072 | $804M | -1,304,143 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 8,292,345 | $611M | +3,535,107 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 8,053,967 | $591M | +3,226,002 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 8,030,053 | $589M | -17,775 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 7,810,609 | $573M | +1,217,927 | 2026-06-30 | Filing |
| NORGES BANK | 7,631,155 | $560M | +7,631,155 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 6,765,820 | $496M | -1,177,634 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 6,480,398 | $475M | +189,087 | 2026-06-30 | Filing |
| PineStone Asset Management Inc. | 6,333,408 | $465M | -239,502 | 2026-06-30 | Filing |
| UBS AM, a distinct business unit of UBS | 6,011,257 | $441M | -495,507 | 2026-06-30 | Filing |