Carlyle Group (NASDAQ:CG) Issues Earnings Results, Misses Estimates By $0.02 EPS

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 company had revenue of $750.90 million for the quarter, compared to analysts’ expectations of $1.01 billion. During the same quarter in the previous year, the business posted $1.14 EPS. The business’s quarterly revenue was down 28.0% compared to the same quarter last year.

Carlyle Group Trading Up 2.3%

Shares of NASDAQ CG traded up $1.11 during trading on Friday, reaching $50.12. The stock had a trading volume of 2,938,139 shares, compared to its average volume of 3,240,046. Carlyle Group has a fifty-two week low of $41.52 and a fifty-two week 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 business’s 50-day moving average price is $48.97 and its 200-day moving average price is $54.56. The company has a market cap of $18.10 billion, a P/E ratio of 23.02, a PEG ratio of 1.12 and a beta of 1.89.

Carlyle Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Stockholders 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 dividend yield of 2.8%. Carlyle Group’s payout ratio is presently 64.22%.

Insider Buying and Selling

In related news, Director David M. Rubenstein sold 500,000 shares of the business’s stock in a transaction 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 $1,279,015,381.92. The trade was a 1.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 26.30% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of CG. WFA of San Diego LLC acquired a new position in Carlyle Group during the 2nd quarter worth $26,000. Geneos Wealth Management Inc. grew its stake in Carlyle Group by 755.3% during the 1st 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 in the last quarter. Quarry LP acquired a new position in Carlyle Group during the 3rd quarter worth $33,000. Brown Brothers Harriman & Co. acquired a new position in Carlyle Group during the 3rd quarter worth $41,000. Finally, Los Angeles Capital Management LLC purchased a new stake in Carlyle Group during the 4th quarter worth about $63,000. 55.88% of the stock is owned by institutional investors and hedge funds.

More Carlyle Group News

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

• Positive Sentiment: Carlyle declared a quarterly cash dividend of $0.35 per share (record May 18; payable May 28), implying a ~2.8% yield — a direct cash return that supports investor income demand.
• Positive Sentiment: Carlyle is expanding into an AI‑driven healthcare revenue‑cycle management platform, reflecting platform diversification and potential fee/tech growth outside traditional private equity. Carlyle Expands Into AI Driven Healthcare Revenue Cycle Management Platform
• Positive Sentiment: Carlyle partnered on a $1.2bn ABS‑funded Anadarko oil & gas acquisition with Diversified Energy — a deal that highlights fee/arrangement opportunities for Carlyle’s credit and infrastructure platforms. Carlyle teams with Diversified Energy on $1.2bn oil and gas venture
• Neutral Sentiment: Barclays trimmed its price target from $67 to $63 but maintained an “overweight” rating, signaling confidence in medium‑term upside even as near‑term expectations were lowered. Barclays lowers PT to $63, keeps overweight
• Negative Sentiment: Weak Q1 results remain the biggest headwind: Q1 EPS missed estimates ($0.89 vs. $0.91), revenue plunged year‑over‑year and Carlyle reported large realized investment losses (~$617M reported in coverage) that materially reduced distributable earnings — items that pressured the stock after the report. Carlyle Hit By Massive Investment Losses, Revenue Plunges Nearly 74%

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. The Goldman Sachs Group reduced their target price 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. UBS Group reduced their target price on Carlyle Group from $81.00 to $65.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. JPMorgan Chase & Co. reduced their target price on Carlyle Group from $67.00 to $66.00 and set a “neutral” rating on the stock in a research report on Thursday, April 30th. Weiss Ratings restated a “hold (c)” rating on shares of Carlyle Group in a research report on Wednesday, January 21st. Finally, BMO Capital Markets reduced their target price on Carlyle Group from $65.00 to $58.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 24th. Eight equities 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 company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $63.00.

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.