Exploring Carrier Global Corporation (CARR) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Carrier Global Corporation (CARR), a giant in climate and energy solutions? Are you curious about the mix of institutional, retail, and individual investors that shape its ownership? In 2024, the company reported revenue of $22.49 billion, marking an impressive 18.65% increase from the previous year. But who are the key shareholders benefiting from this growth, and what motivates their investment strategies? Institutional investors currently hold approximately 38.75% of CARR's stock, while insiders own about 6.92%, and public companies and individual investors account for the remaining 23.26%. Let's dive into the details to uncover the investor profile of Carrier Global Corporation and understand the dynamics influencing its stock.

Carrier Global Corporation (CARR) Who Invests in Carrier Global Corporation and Why?

Understanding the investor profile of Carrier Global Corporation (CARR) provides valuable insights into the market's perception of the company. A diverse investor base can contribute to stock stability and liquidity, while concentrated ownership may indicate strong conviction from specific groups. Examining who invests in Carrier and their motivations can offer a glimpse into the company's perceived strengths, growth prospects, and overall investment appeal.

Here's a breakdown of the typical investors and their strategies:

Key Investor Types:

The investor base of Carrier Global Corporation is composed of a mix of retail and institutional investors. Each type of investor has different priorities and strategies which influences their investment decisions.

• Institutional Investors: These entities manage large sums of money on behalf of others, and can include pension funds, mutual funds, insurance companies, and investment firms. Institutional investors often hold a significant percentage of Carrier's shares.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts. While individual holdings may be smaller, the collective impact of retail investors can be substantial.
• Hedge Funds: These are investment partnerships that use pooled funds and employ different strategies to earn active return, or alpha, for their investors. Hedge funds may have a more short-term focus compared to other institutional investors.

Investment Motivations:

Different factors attract investors to Carrier Global Corporation. These motivations often align with the financial goals and investment philosophies of the investors.

• Growth Prospects: Investors are drawn to Carrier's potential for growth in various sectors, including heating, ventilation, and air conditioning (HVAC), refrigeration, and fire and security.
• Dividends: Some investors, particularly those seeking income, may be attracted to Carrier's dividend payouts. Consistent or increasing dividends can be a sign of financial health and stability. As of February 2024, Carrier Global Corporation announced a quarterly dividend of $0.19 per share.
• Market Position: Carrier's established position in the industry as a global provider of technology solutions could be a motivating factor for investors seeking stable, long-term investments.

Investment Strategies:

Investors in Carrier Global Corporation adopt various strategies depending on their investment goals, risk tolerance, and time horizon.

• Long-Term Holding: Many institutional investors, such as pension funds and mutual funds, may adopt a long-term holding strategy, viewing Carrier as a stable, reliable investment for steady returns over time.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading strategies, seeking to profit from short-term price fluctuations in Carrier's stock.
• Value Investing: Some investors may follow a value investing approach, believing that Carrier's stock is undervalued by the market and has the potential for appreciation.

Understanding the history, mission, and ownership structure can provide additional context for potential investors: Carrier Global Corporation (CARR): History, Ownership, Mission, How It Works & Makes Money

To illustrate institutional ownership, consider a simplified example, note that the data might not be most recent and is shown for illustrative purposes.

Disclaimer: Investment percentages are examples for illustrative purposes only and may not reflect actual ownership.

Carrier Global Corporation (CARR) Institutional Ownership and Major Shareholders of Carrier Global Corporation (CARR)

Institutional ownership in Carrier Global Corporation (CARR) reflects the extent to which large financial organizations, such as mutual funds, pension funds, and hedge funds, hold the company’s shares. Analyzing this ownership can provide insights into market sentiment and potential stock performance. As of December 31, 2024, institutional investors held a significant portion of Carrier Global Corporation's stock.

Here are some of the top institutional investors in Carrier Global Corporation (CARR) based on their latest reported holdings:

• Vanguard Group Inc.: Holds approximately 71,817,327 shares, representing about 8.47% ownership.
• BlackRock Fund Advisors: Holds approximately 62,252,409 shares, representing about 7.35% ownership.
• State Street Global Advisors, Inc.: Holds approximately 35,692,521 shares, representing about 4.21% ownership.
• Wellington Management Company LLP: Holds approximately 23,488,888 shares, representing about 2.77% ownership.
• Geode Capital Management LLC: Holds approximately 12,879,888 shares, representing about 1.52% ownership.

These major institutional holders can significantly influence the trading volume and stability of Carrier Global Corporation's stock. Their investment decisions often reflect in-depth research and confidence in the company's long-term prospects.

Tracking changes in institutional ownership can reveal shifts in sentiment towards Carrier Global Corporation (CARR). Recent transactions by major institutional investors indicate notable adjustments in their positions. For example:

• Some institutions may have increased their holdings to capitalize on expected growth or dividend payouts.
• Conversely, others might have reduced their stakes due to concerns about market conditions or company-specific challenges.

These changes are typically disclosed in quarterly filings, providing a glimpse into the evolving investment landscape surrounding Carrier Global Corporation. Monitoring these filings can offer valuable context for investors.

Institutional investors play a crucial role in shaping Carrier Global Corporation's stock price and influencing its strategic direction. Their substantial holdings can lead to:

• Price Stability: Large institutional positions can reduce volatility by providing a stable base of shareholders.
• Corporate Governance: Institutions often engage with company management on issues such as executive compensation and strategic initiatives.
• Market Confidence: Significant institutional ownership can signal confidence in the company's business model and growth prospects, attracting other investors.

The actions of these major players can thus have a cascading effect on market perception and investor behavior.

Here is a detailed breakdown of significant institutional transactions impacting Carrier Global Corporation (CARR) during the 2024 fiscal year:

Understanding the ownership structure and the investment behaviors of these key institutions is essential for anyone looking to invest in Carrier Global Corporation (CARR). For further insights into Carrier Global Corporation's strategic direction, see Mission Statement, Vision, & Core Values of Carrier Global Corporation (CARR).

Carrier Global Corporation (CARR) Key Investors and Their Impact on [Company Name]

Understanding who invests in Carrier Global Corporation (CARR) and why can offer valuable insights into the company's stability, growth potential, and strategic direction. Examining the investor profile—ranging from institutional giants to individual shareholders—helps to paint a comprehensive picture of market sentiment and potential influences on CARR's performance.

Notable investors often include large institutional funds, which manage significant assets and can therefore exert considerable influence on a company's stock price and strategic decisions. These institutions conduct extensive research before investing, and their actions can signal confidence or concern about a company's future prospects.

Here are some types of key investors that typically hold stakes in companies like Carrier Global Corporation:

• Institutional Investors: These include mutual funds, pension funds, insurance companies, and hedge funds. They manage large sums of money and often have a significant impact on trading volumes and stock prices.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts. While their individual holdings may be smaller, collectively, they can influence market sentiment.
• Activist Investors: These investors purchase significant stakes in a company with the goal of influencing its management and strategic direction. They often push for changes to increase shareholder value.
• Company Insiders: These are the company’s executives and board members. Their transactions in the company’s stock are closely watched as they may have unique insights into the company’s prospects.

The influence of these investors can manifest in several ways:

• Stock Price Movements: Large purchases or sales by institutional investors can cause significant fluctuations in the stock price.
• Strategic Decisions: Activist investors may lobby for changes in corporate strategy, such as restructuring, asset sales, or changes in management.
• Corporate Governance: Investors can influence corporate governance by voting on shareholder proposals and electing board members.

Recent moves by key investors, such as buying or selling large stakes, initiating activist campaigns, or publicly expressing opinions on the company's direction, can provide valuable signals to other investors and stakeholders. Monitoring these moves can offer insights into the potential future performance and strategic shifts at Carrier Global Corporation.

For instance, significant increases in holdings by institutional investors might suggest confidence in the company's growth prospects, while large sell-offs could indicate concerns about future performance. Similarly, the emergence of an activist investor could signal upcoming changes in corporate strategy or management.

Information on major shareholders and their recent transactions can often be found in regulatory filings, such as 13F filings with the U.S. Securities and Exchange Commission (SEC). These filings provide a quarterly snapshot of the equity holdings of institutional investment managers with at least $100 million in assets under management.

While specific, real-time data on Carrier Global Corporation's key investors and their recent moves would require up-to-the-minute financial data and analysis, this overview provides a framework for understanding how different types of investors can impact the company.

Here is a hypothetical example of how key investors might be represented (Note: This data is purely illustrative and should not be taken as actual investment information):

Understanding these dynamics can provide a more informed perspective on Carrier Global Corporation's market position and future trajectory. For additional insights into the company's values and direction, consider exploring the Mission Statement, Vision, & Core Values of Carrier Global Corporation (CARR).

Carrier Global Corporation (CARR) Market Impact and Investor Sentiment

Investor sentiment and market reactions significantly influence the trajectory of Carrier Global Corporation (CARR). Understanding these dynamics provides valuable insights for current and prospective investors. Here’s an overview of the investor profile, recent market reactions, and analyst perspectives regarding Carrier Global.

As of April 15, 2025, Carrier Global Corporation has a share price of $60.47. On April 16, 2024, the share price was $54.76, representing a 10.43% increase over that period.

Investor Sentiment:

• Institutional Ownership: A significant portion of Carrier Global's shares are held by institutional investors. As of recent filings, these institutions hold a total of 966,793,316 shares.
• Major shareholders include:
  • Vanguard Group Inc
  • Capital Research Global Investors
  • Capital International Investors
  • BlackRock, Inc.
  • Capital World Investors
  • State Street Corp
  • AIVSX - INVESTMENT CO OF AMERICA Class A
  • AGTHX - GROWTH FUND OF AMERICA Class A
  • VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
  • Jpmorgan Chase & Co
• Fund Sentiment Score: A sophisticated, multi-factor quantitative model identifies companies with the highest levels of institutional accumulation.
• Overall Sentiment: The ratio of put options to call options can provide a sense of overall institutional sentiment. Put options generally indicate negative sentiment, while call options indicate positive sentiment.

Approximately 38.75% of the company's stock is owned by Institutional Investors, 6.92% is owned by Insiders, and 23.26% is owned by Public Companies and Individual Investors.

Recent Market Reactions:

• Stock Performance: Carrier Global's stock has experienced volatility, with a 52-week range between $53.38 and $82.67.
• Market Cap: As of April 16, 2025, Carrier Global has a market capitalization of $52.25 billion.
• Analyst Ratings: Generally positive, with a consensus rating of 'Moderate Buy'.
• Revenue Growth: Carrier's revenue growth is noteworthy, with an impressive 19.30% increase, indicating robust demand for its HVAC and refrigeration solutions.
• Earnings: The company demonstrates solid financial health with an EPS of 1.22 and a return on equity of 10.36%, reinforcing investor confidence in its operational efficiency and profitability.
• Dividend Yield: Carrier offers a dividend yield of 1.49% with a payout ratio of 80.74%.

Analyst Perspectives:

• Rating Consensus: Based on ratings from Wall Street analysts, Carrier Global has a consensus rating of 'Moderate Buy.'
• Price Targets: The average price target is $80.13, representing a forecasted upside of 33.84% from a current price of $59.87.
• Analyst Coverage: Carrier Global has been the subject of multiple research reports, demonstrating strong analyst interest in the stock.

Here is a summary of analyst ratings for Carrier Global Corporation:

Recent analyst actions include:

• JP Morgan upgraded their outlook for Carrier Global from Neutral to Overweight on March 5, 2025.
• An average one-year price target for Carrier Global is $82.55 per share as of March 3, 2025.

For further insights into Carrier Global's values, see Mission Statement, Vision, & Core Values of Carrier Global Corporation (CARR).

Technical indicators and market trends also play a role in shaping investor sentiment:

• 52-Week Performance: While the stock has slipped nearly 20.2% from its all-time high of $83.32 on Oct. 15, 2024, it has soared 16.1% over the past 52 weeks, outperforming the Dow Jones Industrials Average's 6.6% return.
• Moving Averages: Carrier Global began trading below its 200-day moving average in late January 2025 and has remained below its 50-day moving average since late October 2024.

Carrier Global is drawing significant attention from analysts, who have set an average 12-month price target of $81.33—well above its recent trading range. With 11 buy ratings and a consensus of 'moderate buy,' the company's robust 2024 results and growth prospects are fueling optimism among investors.

In 2024, Carrier Global posted a 19% sales increase, reaching $22.5 billion, and returned $2.6 billion to shareholders. The company's adjusted EPS surged 16%.

Factors that might cause concern among investors include:

• Organic Revenue Growth: Over the last two years, Carrier Global's organic revenue averaged 2.7% year-on-year growth.
• Free Cash Flow Margin: Carrier Global's margin dropped by 7.7 percentage points over the last five years, and its free cash flow margin for the trailing 12 months was breakeven.
• ROIC: Carrier Global's ROIC has decreased over the last few years.