Carlyle Group (NASDAQ:CG) Releases 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. Carlyle Group had a return on equity of 23.62% and a net margin of 16.92%.The firm had revenue of $750.90 million during the quarter, compared to the consensus estimate of $1.01 billion. During the same quarter in the prior year, the business posted $1.14 EPS. Carlyle Group’s revenue was down 28.0% compared to the same quarter last year.

Carlyle Group Trading Up 3.3%

NASDAQ:CG traded up $1.62 on Friday, reaching $50.63. The company’s stock had a trading volume of 5,135,587 shares, compared to its average volume of 3,266,234. Carlyle Group has a 1-year low of $41.52 and a 1-year high of $69.85. The company has a debt-to-equity ratio of 1.90, a quick ratio of 2.33 and a current ratio of 2.33. The firm has a market cap of $18.29 billion, a PE ratio of 23.22, a PEG ratio of 1.12 and a beta of 1.89. The business’s 50-day moving average price is $48.97 and its two-hundred day moving average price is $54.56.

Carlyle Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Monday, May 18th will be paid a $0.35 dividend. The ex-dividend date of this dividend is Monday, May 18th. This represents a $1.40 dividend on an annualized basis and a yield of 2.8%. Carlyle Group’s dividend payout ratio (DPR) is presently 64.22%.

Key Stories 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 Buying and Selling at Carlyle Group

In related news, Director David M. Rubenstein sold 500,000 shares of the stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $46.68, for a total transaction of $23,340,000.00. Following the completion of the transaction, the director directly owned 27,399,644 shares of the company’s stock, valued at approximately $1,279,015,381.92. This represents a 1.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 26.30% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of CG. WFA of San Diego LLC acquired a new stake in Carlyle Group during the 2nd quarter worth about $26,000. Quarry LP bought a new stake in shares of Carlyle Group during the 3rd quarter valued at about $33,000. Brown Brothers Harriman & Co. bought a new stake in Carlyle Group in the third quarter worth approximately $41,000. Geneos Wealth Management Inc. raised its position in shares of Carlyle Group by 755.3% in the first quarter. Geneos Wealth Management Inc. now owns 650 shares of the financial services provider’s stock worth $28,000 after buying an additional 574 shares in the last quarter. Finally, Los Angeles Capital Management LLC bought a new stake in Carlyle Group during the fourth quarter valued at approximately $63,000. 55.88% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have commented on CG. Morgan Stanley reduced their price objective on Carlyle Group from $71.00 to $66.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 21st. Cfra downgraded Carlyle Group to a “sell” rating and set a $45.00 price objective for the company. in a research report on Friday. TD Cowen downgraded Carlyle Group from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $54.00 to $53.00 in a research report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of Carlyle Group in a research report on Wednesday, January 21st. Finally, Barclays cut their target price on Carlyle Group from $67.00 to $63.00 and set an “overweight” rating for the company in a research report on Friday. Eight analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $62.80.

About Carlyle Group

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.