Rep. Jefferson Shreve Buys The Carlyle Group Inc. (NASDAQ:CG) Stock

Posted by John Perry on May 12th, 2025

Representative Jefferson Shreve (R-Indiana) recently bought shares of The Carlyle Group Inc. (NASDAQ:CG). In a filing disclosed on May 08th, the Representative disclosed that they had bought between $50,001 and $100,000 in The Carlyle Group stock on April 7th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account.

Representative Jefferson Shreve also recently made the following trade(s):

Purchased $50,001 – $100,000 in shares of Chipotle Mexican Grill (NYSE:CMG) on 4/17/2025.
Purchased $50,001 – $100,000 in shares of Applied Materials (NASDAQ:AMAT) on 4/17/2025.
Purchased $15,001 – $50,000 in shares of Caterpillar (NYSE:CAT) on 4/17/2025.
Sold $15,001 – $50,000 in shares of Lululemon Athletica (NASDAQ:LULU) on 4/17/2025.
Purchased $15,001 – $50,000 in shares of Western Digital (NASDAQ:WDC) on 4/17/2025.
Sold $15,001 – $50,000 in shares of Zoetis (NYSE:ZTS) on 4/17/2025.
Purchased $15,001 – $50,000 in shares of Stryker (NYSE:SYK) on 4/17/2025.
Purchased $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 4/17/2025.
Purchased $15,001 – $50,000 in shares of CSX (NASDAQ:CSX) on 4/17/2025.
Purchased $15,001 – $50,000 in shares of Ross Stores (NASDAQ:ROST) on 4/17/2025.

The Carlyle Group Stock Up 7.4%

Shares of NASDAQ CG traded up $3.12 during midday trading on Monday, hitting $45.16. 1,678,890 shares of the company’s stock were exchanged, compared to its average volume of 2,602,608. The Carlyle Group Inc. has a twelve month low of $33.02 and a twelve month high of $57.50. The company has a debt-to-equity ratio of 1.42, a current ratio of 2.32 and a quick ratio of 2.32. The company has a market cap of $16.30 billion, a PE ratio of 16.23, a P/E/G ratio of 0.98 and a beta of 1.85. The firm’s fifty day simple moving average is $40.35 and its 200-day simple moving average is $47.97.

The Carlyle Group (NASDAQ:CG – Get Free Report) last announced its quarterly earnings data on Friday, May 9th. The financial services provider reported $1.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.97 by $0.17. The Carlyle Group had a net margin of 18.81% and a return on equity of 24.02%. The company had revenue of $973.10 million for the quarter, compared to analysts’ expectations of $972.27 million. During the same period in the previous year, the company posted $1.01 EPS. The Carlyle Group’s revenue was up 2.0% compared to the same quarter last year. Research analysts predict that The Carlyle Group Inc. will post 4.48 EPS for the current fiscal year.

The Carlyle Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 27th. Stockholders of record on Monday, May 19th will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 3.10%. The ex-dividend date is Monday, May 19th. The Carlyle Group’s payout ratio is currently 47.46%.

Institutional Investors Weigh In On The Carlyle Group

Institutional investors have recently made changes to their positions in the stock. Townsquare Capital LLC bought a new stake in shares of The Carlyle Group during the first quarter worth $364,000. Citigroup Inc. raised its position in shares of The Carlyle Group by 484.4% in the first quarter. Citigroup Inc. now owns 623,440 shares of the financial services provider’s stock valued at $27,176,000 after purchasing an additional 516,761 shares during the period. Chicago Partners Investment Group LLC grew its stake in The Carlyle Group by 3.4% in the 1st quarter. Chicago Partners Investment Group LLC now owns 78,495 shares of the financial services provider’s stock valued at $3,136,000 after buying an additional 2,567 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of The Carlyle Group by 1.5% during the first quarter. Charles Schwab Investment Management Inc. now owns 1,427,171 shares of the financial services provider’s stock worth $62,210,000 after buying an additional 20,970 shares in the last quarter. Finally, ASR Vermogensbeheer N.V. bought a new position in The Carlyle Group during the 1st quarter worth $576,000. 55.88% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on CG shares. Evercore ISI boosted their price target on The Carlyle Group from $51.00 to $52.00 and gave the company an “in-line” rating in a report on Wednesday, February 12th. JMP Securities cut their price target on The Carlyle Group from $62.00 to $58.00 and set a “market outperform” rating on the stock in a report on Tuesday, April 8th. Barclays increased their target price on shares of The Carlyle Group from $43.00 to $49.00 and gave the company an “overweight” rating in a research report on Friday. Wells Fargo & Company cut their price objective on The Carlyle Group from $48.00 to $39.00 and set an “equal weight” rating for the company in a report on Tuesday, April 8th. Finally, Keefe, Bruyette & Woods increased their price objective on The Carlyle Group from $43.00 to $45.00 and gave the company a “market perform” rating in a research report on Monday. Two research analysts have rated the stock with a sell rating, nine have given a hold rating and five have assigned a buy rating to the stock. According to data from MarketBeat.com, The Carlyle Group currently has a consensus rating of “Hold” and an average target price of $51.07.

View Our Latest Stock Report on CG

About Representative Shreve

Jefferson Shreve (Republican Party) is a member of the U.S. House, representing Indiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Shreve (Republican Party) is running for re-election to the U.S. House to represent Indiana’s 6th Congressional District. He declared candidacy for the 2026 election.

Email [email protected] to notify us of updates to this biography.
Jefferson Shreve earned a bachelor’s degree from Indiana University in 1989, a graduate degree from the University of London in 1998, and a graduate degree from Purdue University in 2003. Shreve’s career experience includes working as a real estate executive.

Shreve was elected 7th District Vice Chairman of the Indiana Republican State Committee on January 17, 2018, and was re-elected on March 6, 2021. In 2020, he was selected as a district-level delegate to the 2020 Republican National Convention.

The Carlyle Group Company Profile

(Get Free Report)

The Carlyle Group Inc is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES.