Carlyle Group (NASDAQ:CG) Announces Earnings Results, Beats Expectations By $0.16 EPS

Carlyle Group (NASDAQ:CG) released its quarterly earnings results on Tuesday. The financial services provider reported $1.07 earnings per share for the quarter, beating analysts’ consensus estimates of $0.91 by $0.16, FiscalAI reports. The firm had revenue of $1.11 billion during the quarter, compared to analysts’ expectations 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 last year, the firm posted $0.87 EPS.

Carlyle Group Trading Down 1.7%

NASDAQ:CG traded down $0.84 during trading hours on Wednesday, hitting $49.80. The stock had a trading volume of 4,057,478 shares, compared to its average volume of 3,335,895. The business’s 50 day moving average is $44.58 and its 200-day moving average is $49.16. The company has a debt-to-equity ratio of 1.92, a quick ratio of 2.55 and a current ratio of 2.55. The company has a market cap of $17.93 billion, a price-to-earnings ratio of 34.10, a P/E/G ratio of 1.71 and a beta of 1.83. Carlyle Group has a one year low of $39.60 and a one year high of $69.85.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. T. Rowe Price Investment Management Inc. grew its stake in shares of Carlyle Group by 5.2% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 434,992 shares of the financial services provider’s stock worth $25,713,000 after acquiring an additional 21,590 shares in the last quarter. Invesco Ltd. increased its stake in Carlyle Group by 55.8% in the 4th quarter. Invesco Ltd. now owns 1,116,227 shares of the financial services provider’s stock valued at $65,980,000 after buying an additional 399,895 shares during the last quarter. Corient Private Wealth LLC boosted its stake in shares of Carlyle Group by 52.0% during the 4th quarter. Corient Private Wealth LLC now owns 64,990 shares of the financial services provider’s stock worth $3,842,000 after buying an additional 22,223 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in Carlyle Group by 15.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 18,117 shares of the financial services provider’s stock worth $1,071,000 after acquiring an additional 2,372 shares in the last quarter. Finally, State of Tennessee Department of Treasury boosted its position in Carlyle Group by 16.8% during the fourth quarter. State of Tennessee Department of Treasury now owns 101,869 shares of the financial services provider’s stock valued at $5,988,000 after purchasing an additional 14,637 shares during the last quarter. Institutional investors and hedge funds own 55.88% of the company’s stock.

Analysts Set New Price Targets

CG has been the subject of a number of research analyst reports. The Goldman Sachs Group cut their price target on Carlyle Group from $81.00 to $69.00 and set a “buy” rating for the company in a report on Tuesday, April 7th. Wall Street Zen cut shares of Carlyle Group from a “hold” rating to a “sell” rating in a research report on Saturday, May 16th. Weiss Ratings upgraded shares of Carlyle Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, July 6th. Royal Bank Of Canada lowered their price target on shares of Carlyle Group from $58.00 to $56.00 and set a “sector perform” rating for the company in a report on Monday, July 13th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $52.00 price objective on shares of Carlyle Group in a research report on Monday, July 13th. Seven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $60.07.

Carlyle Group News Summary

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

• Positive Sentiment: Carlyle raised approximately $17 billion and said institutional demand for private-market investments is accelerating, potentially supporting a new “fundraising supercycle” across private equity and private credit. Carlyle Raises $17 Billion, Sees Private Credit, PE Growth Accelerating into Fundraising Supercycle
• Positive Sentiment: Second-quarter adjusted earnings of $1.07 per share exceeded the $0.91 analyst consensus, while revenue of $1.11 billion also topped expectations of roughly $923.5 million. Carlyle Group Earnings Report
• Positive Sentiment: Distributable earnings reached their highest level in nearly four years, and Carlyle is preparing to launch new rounds of flagship funds. The firm also reported continued exits across the U.S., Europe and Japan, helping generate realizations and investment capacity. Carlyle Continues to Bring in Capital as Distributable Earnings Climb
• Neutral Sentiment: Unusually heavy call-option activity—244,037 contracts, versus an average daily volume of 4,755—signals heightened speculative interest, but it does not guarantee a sustained move in CG shares.
• Negative Sentiment: Despite beating estimates, quarterly revenue declined 28.6% year over year, highlighting pressure from market-sensitive investment income and a difficult comparison with the prior year.
• Negative Sentiment: Carlyle’s chief financial officer described the private-credit environment as “tricky,” raising concerns about credit conditions, valuations and future realizations even as the firm remains optimistic about long-term growth. Carlyle CFO on M&A Market, Private Credit and AI

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.