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CRS

LONGINSIDER SELL

CARPENTER TECHNOLOGY CORP

Funds
4
Score
6.00
vs SPY
+2.7%
Stock return (since Q-end)
+19.0%
SPY return (since Q-end)
+16.3%
Current price
$468.98

News Summary

Positive

Carpenter Technology delivered record Q3 results with $2.77 EPS (beating estimates by 4.8%), record SAO margins of 35.6%, and raised FY2026 guidance to $700–$705M operating income (+33% YoY), driven by robust aerospace & defense demand (65% of sales, +15% YoY). However, the stock has pulled back 28% over four weeks from its May 7 high of $475.69, suggesting investors are locking in gains after a 90%+ 12-month run and reassessing valuation.

Red flags

  • Stock down 28% in four weeks from 52-week high; significant profit-taking and potential overvaluation at peak
  • CEO transition effective July 1, 2026 introduces management change risk, though successor (Malloy) has relevant aerospace/defense experience
  • PEP segment sales down 6% YoY; medical end-use market weakness offsetting A&D gains

Funds Buying (4)

FundManagerShares Held∆ SharesPosition ValueQoQStatus
Lone Pine CapitalSteve Mandel1.8M+1.8M$716.5BNEW
Third PointDan Loeb310K+310K$122.2BNEW
Point72Steve Cohen250K+250K$98.6BNEW
Soros Fund ManagementSoros Family Office8K+8K$3.3BNEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.

Insider Activity

NameTitleTypeSharesPriceValueFiled
AKINS MARSHALL DVP and Chief Comm OfficerSELL235$443.78$0.10M2026-05-05
AKINS MARSHALL DVP and Chief Comm OfficerSELL560$436.37$0.24M2026-05-05
AKINS MARSHALL DVP and Chief Comm OfficerSELL837$437.86$0.37M2026-05-05
AKINS MARSHALL DVP and Chief Comm OfficerSELL999$438.87$0.44M2026-05-05
AKINS MARSHALL DVP and Chief Comm OfficerSELL850$439.86$0.37M2026-05-05
AKINS MARSHALL DVP and Chief Comm OfficerSELL2K$441.18$0.86M2026-05-05
AKINS MARSHALL DVP and Chief Comm OfficerSELL3K$442.15$1.30M2026-05-05
AKINS MARSHALL DVP and Chief Comm OfficerSELL3K$443.37$1.52M2026-05-05
HART ANASTASIOS JOHNSELL750$423.86$0.32M2026-05-04