CRS Smart Money
Carpenter Technology Corporation
1W: -22.6%
1M: -25.1%
3M: -45.6%
YTD: -14.7%
1Y: -8.2%
3Y: +380.2%
5Y: +822.0%
$288.49
-0.99 (-0.34%)
Weekly Expected Move ±10.4%
$225
$255
$285
$314
$344
Credit Risk of going bust: lower than 71% of companies Debt: 4.6% of company value Bonds: $57.7M held by 174 funds, 123 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 $1.43 (down 99.5%), Carpenter Technology Corporation would be worth roughly what it owes.
Total debt $691.0M against a stock market value of $14.29B.
Distance to default 7.74 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $345.5M (short-term plus half of long-term), stock volatility 48.6%; Altman Z 8.31. 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 $1.43 (down 99.5%), Carpenter Technology Corporation would be worth roughly what it owes.
Total debt $691.0M against a stock market value of $14.29B.
Distance to default 7.74 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $345.5M (short-term plus half of long-term), stock volatility 48.6%; Altman Z 8.31. 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.
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🏦 Institutional Activity
Latest: Q2 2026940
Institutions Holding
+170 vs prior
197.6%
Ownership
+69.32%
239
New
316
Increased
303
Reduced
51
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | WARD JR STEPHEN M | director | F-Tax Withholding | 338 | $385.81 | $130K | Filing |
| 2026-09-04 | KAROL STEVEN E | director | S-Sale | 3,275 | $474.08 | $1.6M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 2,095 | $488.74 | $1.0M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 2,252 | $487.21 | $1.1M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 6,126 | $486.35 | $3.0M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 7,864 | $485.17 | $3.8M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 7,053 | $484.35 | $3.4M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 5,818 | $483.26 | $2.8M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 8,372 | $482.27 | $4.0M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 4,622 | $481.30 | $2.2M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 6,320 | $480.34 | $3.0M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 720 | $479.49 | $345K | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 2,251 | $488.67 | $1.1M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 2,370 | $487.85 | $1.2M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 1,995 | $486.59 | $971K | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 10,004 | $485.71 | $4.9M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 11,899 | $484.61 | $5.8M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 8,071 | $483.61 | $3.9M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 8,383 | $482.57 | $4.0M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 5,800 | $481.61 | $2.8M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 4,949 | $480.46 | $2.4M | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 1,890 | $479.89 | $907K | Filing |
| 2026-08-25 | Thene Tony R | officer: chairman, president and ceo | S-Sale | 429 | $489.33 | $210K | Filing |
| 2026-08-21 | Younessi Ramin | director | S-Sale | 438 | $493.15 | $216K | Filing |
| 2026-08-17 | Thene Tony R | officer: chairman, president and ceo | A-Grant/Award | 5,993 | $— | $0 | Filing |
🏛️ Congressional Trades
5 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-02-04 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2026-01-05 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2026-01-05 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2026-01-05 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2026-01-05 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,216,560 | $3.8B | +394,367 | 2026-06-30 | Filing |
| FMR LLC | 4,184,698 | $2.6B | -141,407 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,161,324 | $1.3B | +7,152 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,113,945 | $1.3B | +57,257 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,907,172 | $1.2B | -101,643 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,579,110 | $974M | -396,004 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 1,459,426 | $900M | +735,006 | 2026-06-30 | Filing |
| JENNISON ASSOCIATES LLC | 1,192,686 | $736M | +387,380 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 1,183,109 | $720M | +779,015 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,005,377 | $620M | -86,789 | 2026-06-30 | Filing |
| LONE PINE CAPITAL LLC | 962,839 | $594M | -855,101 | 2026-06-30 | Filing |
| SANDS CAPITAL MANAGEMENT, LLC | 786,150 | $485M | -37,127 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 745,021 | $460M | +552,543 | 2026-06-30 | Filing |
| SurgoCap Partners LP | 686,473 | $423M | -510,428 | 2026-06-30 | Filing |
| NORGES BANK | 513,898 | $317M | +513,898 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 506,167 | $312M | +228,290 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 449,556 | $277M | +23,801 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 449,556 | $277M | +449,556 | 2026-06-30 | Filing |
| LORD, ABBETT & CO. LLC | 439,596 | $271M | -40,576 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 437,607 | $270M | +12,323 | 2026-06-30 | Filing |