Carlyle Group (NASDAQ:CG) Releases Quarterly Earnings Results

Carlyle Group (NASDAQ:CG) announced its quarterly earnings data on Wednesday. The financial services provider reported $0.89 EPS for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.02), FiscalAI reports. The company had revenue of $750.90 million for the quarter, compared to analyst estimates of $1.01 billion. Carlyle Group had a net margin of 16.92% and a return on equity of 23.62%. Carlyle Group’s revenue was down 28.0% on a year-over-year basis. During the same quarter last year, the company posted $1.14 EPS.

Carlyle Group Stock Up 3.3%

Shares of NASDAQ CG traded up $1.62 during mid-day trading on Friday, reaching $50.63. 5,135,587 shares of the company traded hands, compared to its average volume of 3,266,234. The company’s fifty day moving average is $48.97 and its two-hundred day moving average is $54.56. The company has a debt-to-equity ratio of 1.90, a quick ratio of 2.33 and a current ratio of 2.33. Carlyle Group has a fifty-two week low of $41.52 and a fifty-two week high of $69.85. The stock has a market cap of $18.29 billion, a PE ratio of 23.22, a price-to-earnings-growth ratio of 1.12 and a beta of 1.89.

Carlyle Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 28th. Stockholders of record on Monday, May 18th will be paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Monday, May 18th. Carlyle Group’s dividend payout ratio is 64.22%.

Key Headlines Impacting Carlyle Group

Here are the key news stories impacting Carlyle Group this week:

• Positive Sentiment: Carlyle announced a quarterly dividend of $0.35 per share, signaling continued shareholder returns and implying an annualized yield of about 2.8%. The dividend may help support investor sentiment. Dividend announcement source
• Positive Sentiment: Barclays kept an “overweight” rating on Carlyle while trimming its price target to $63 from $67, suggesting analysts still see meaningful upside despite the weaker quarter. Barclays price target update
• Positive Sentiment: Carlyle also announced an expansion into AI-driven healthcare revenue cycle management, which may reinforce its growth and diversification narrative over time. AI healthcare expansion article
• Positive Sentiment: The firm’s partnership with Diversified Energy on a $1.2 billion Oklahoma oil and gas acquisition highlights Carlyle’s ability to deploy capital in structured deals, which may appeal to investors focused on private credit and asset-backed financing. Diversified Energy partnership article

Insider Activity at Carlyle Group

In other news, Director David M. Rubenstein sold 500,000 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $46.68, for a total value of $23,340,000.00. Following the completion of the sale, the director directly owned 27,399,644 shares in the company, valued at approximately $1,279,015,381.92. The trade was a 1.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 26.30% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. AQR Capital Management LLC grew its stake in shares of Carlyle Group by 937.5% in the first quarter. AQR Capital Management LLC now owns 57,335 shares of the financial services provider’s stock worth $2,499,000 after acquiring an additional 51,809 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Carlyle Group by 40.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,144,974 shares of the financial services provider’s stock valued at $49,909,000 after acquiring an additional 332,533 shares in the last quarter. Empowered Funds LLC raised its stake in shares of Carlyle Group by 3.4% in the 1st quarter. Empowered Funds LLC now owns 48,237 shares of the financial services provider’s stock valued at $2,103,000 after buying an additional 1,579 shares in the last quarter. Focus Partners Wealth boosted its position in shares of Carlyle Group by 27.4% during the 1st quarter. Focus Partners Wealth now owns 5,434 shares of the financial services provider’s stock valued at $237,000 after acquiring an additional 1,169 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its stake in Carlyle Group by 755.3% during the first quarter. Geneos Wealth Management Inc. now owns 650 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 574 shares during the period. 55.88% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on CG shares. Barclays dropped their price target on Carlyle Group from $67.00 to $63.00 and set an “overweight” rating on the stock in a research note on Friday. Royal Bank Of Canada initiated coverage on shares of Carlyle Group in a research report on Monday, February 23rd. They issued an “outperform” rating and a $67.00 target price on the stock. UBS Group reduced their price target on shares of Carlyle Group from $81.00 to $65.00 and set a “buy” rating for the company in a research report on Friday, February 20th. The Goldman Sachs Group dropped their price target on Carlyle Group from $81.00 to $69.00 and set a “buy” rating on the stock in a research report on Tuesday, April 7th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Carlyle Group from $66.00 to $63.00 and set a “neutral” rating for the company in a research note on Friday. Eight research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $62.80.

Carlyle Group Company Profile

The Carlyle Group (NASDAQ: CG) is a global alternative asset manager that invests across a range of strategies including private equity, real assets (such as real estate and infrastructure), global credit, and investment solutions. Founded in 1987 and headquartered in Washington, DC, Carlyle raises and manages investment funds that acquire, operate and exit companies and assets on behalf of institutional and private investors. The firm is publicly traded on the Nasdaq exchange and operates as an asset manager and investment advisor rather than as an operating company.

Carlyle’s core activities include sourcing and executing private equity buyouts and growth investments, originating and managing credit and financing solutions, and acquiring and operating real asset portfolios.