Carlyle Group (NASDAQ:CG) Posts Earnings Results, Beats Estimates By $0.16 EPS

Carlyle Group (NASDAQ:CG) issued its quarterly earnings data on Tuesday. The financial services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.16, FiscalAI reports. The business had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $923.50 million. Carlyle Group had a return on equity of 20.95% and a net margin of 13.46%.The business’s revenue was down 28.6% on a year-over-year basis. During the same period in the prior year, the business earned $0.87 earnings per share.

Carlyle Group Trading Down 1.7%

Shares of Carlyle Group stock traded down $0.85 during trading hours on Thursday, hitting $48.99. The company’s stock had a trading volume of 558,551 shares, compared to its average volume of 3,329,142. The business has a fifty day moving average of $44.67 and a 200 day moving average of $49.04. Carlyle Group has a 1-year low of $39.60 and a 1-year high of $69.85. The company has a quick ratio of 2.55, a current ratio of 2.55 and a debt-to-equity ratio of 1.92. The company has a market capitalization of $17.63 billion, a PE ratio of 33.68, a P/E/G ratio of 1.78 and a beta of 1.83.

Institutional Investors Weigh In On Carlyle Group

A number of large investors have recently modified their holdings of CG. State Street Corp raised its stake in shares of Carlyle Group by 20.9% in the 3rd quarter. State Street Corp now owns 9,942,135 shares of the financial services provider’s stock valued at $623,372,000 after purchasing an additional 1,720,483 shares in the last quarter. Balyasny Asset Management L.P. acquired a new position in shares of Carlyle Group in the 3rd quarter worth approximately $75,612,000. Marshall Wace LLP raised its position in shares of Carlyle Group by 6,303.7% during the 4th quarter. Marshall Wace LLP now owns 742,257 shares of the financial services provider’s stock valued at $43,875,000 after acquiring an additional 730,666 shares in the last quarter. Amundi boosted its holdings in Carlyle Group by 207.9% in the fourth quarter. Amundi now owns 818,535 shares of the financial services provider’s stock worth $48,384,000 after purchasing an additional 552,724 shares during the period. Finally, Freestone Grove Partners LP acquired a new stake in shares of Carlyle Group during the fourth quarter worth $26,253,000. Institutional investors and hedge funds own 55.88% of the company’s stock.

Key Headlines Impacting Carlyle Group

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

• Positive Sentiment: Q2 earnings and revenue beat estimates. Carlyle reported $1.07 in earnings per share, exceeding the $0.91 analyst consensus, while revenue of $1.11 billion surpassed expectations of roughly $923.5 million. EPS also increased from $0.87 in the year-ago quarter. Carlyle beats expectations in strong Q2 CY2026
• Positive Sentiment: Fundraising momentum is strengthening. Carlyle raised $17 billion and said institutional demand for private-market investments is supporting a new fundraising cycle, with growth in private credit and private equity potentially accelerating. The firm is also preparing to raise new flagship vehicles. Carlyle raises $17 billion
• Positive Sentiment: Distributable earnings and investment capacity improved. Carlyle posted its highest distributable earnings in nearly four years and continued to report substantial capital available for investment. Strong realizations and exits across the U.S., Europe and Japan could support performance fees and future cash generation. Carlyle distributable earnings climb
• Neutral Sentiment: Unusually heavy call-option activity signals speculative interest. Investors bought 244,037 call options, more than 50 times the average daily volume. This may reflect bullish positioning, but options activity alone does not guarantee sustained buying in the stock.
• Negative Sentiment: Year-over-year revenue remains under pressure. Despite the quarterly beat, revenue declined 28.6% from the prior year, and management described the private-credit environment as challenging. Carlyle’s results remain sensitive to fundraising conditions, asset realizations and market valuations. Carlyle CFO discusses private credit and M&A

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Citigroup restated an “outperform” rating on shares of Carlyle Group in a report on Thursday. Barclays raised their target price on shares of Carlyle Group from $57.00 to $64.00 and gave the stock an “overweight” rating in a research report on Thursday. Citizens Jmp raised their price objective on Carlyle Group from $70.00 to $73.00 and gave the stock a “market outperform” rating in a report on Thursday. Morgan Stanley set a $57.00 price target on Carlyle Group in a research note on Tuesday, July 21st. Finally, JPMorgan Chase & Co. cut their price objective on shares of Carlyle Group from $66.00 to $63.00 and set a “neutral” rating on the stock in a report on Friday, May 8th. Seven analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Carlyle Group currently has an average rating of “Hold” and a consensus price target of $59.79.

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.