Citigroup Inc. Grows Stock Holdings in Carlyle Group Inc. $CG

Citigroup Inc. lifted its stake in Carlyle Group Inc. (NASDAQ:CG) by 13.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 121,506 shares of the financial services provider’s stock after purchasing an additional 14,797 shares during the quarter. Citigroup Inc.’s holdings in Carlyle Group were worth $7,618,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in CG. Allworth Financial LP raised its holdings in shares of Carlyle Group by 150.3% during the 2nd quarter. Allworth Financial LP now owns 498 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 299 shares during the period. WFA of San Diego LLC acquired a new stake in Carlyle Group during the second quarter worth about $26,000. Motco acquired a new position in Carlyle Group in the 3rd quarter valued at about $40,000. Geneos Wealth Management Inc. grew its stake in shares of Carlyle Group by 755.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 650 shares of the financial services provider’s stock valued at $28,000 after buying an additional 574 shares during the period. Finally, Marshall & Sterling Wealth Advisors Inc. increased its holdings in shares of Carlyle Group by 563.5% during the 3rd quarter. Marshall & Sterling Wealth Advisors Inc. now owns 690 shares of the financial services provider’s stock worth $43,000 after buying an additional 586 shares during the last quarter. 55.88% of the stock is currently owned by hedge funds and other institutional investors.

Carlyle Group Stock Down 4.5%

Shares of CG opened at $51.99 on Monday. The company’s 50-day simple moving average is $59.40 and its 200-day simple moving average is $59.45. The company has a debt-to-equity ratio of 1.78, a quick ratio of 2.49 and a current ratio of 2.49. Carlyle Group Inc. has a 1 year low of $33.02 and a 1 year high of $69.85. The stock has a market capitalization of $18.74 billion, a PE ratio of 23.85, a P/E/G ratio of 1.05 and a beta of 2.07.

Carlyle Group (NASDAQ:CG) last announced its earnings results on Thursday, February 5th. The financial services provider reported $1.01 earnings per share for the quarter, missing the consensus estimate of $1.04 by ($0.03). The business had revenue of $1.90 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Carlyle Group had a return on equity of 23.98% and a net margin of 16.92%.Carlyle Group’s quarterly revenue was up 84.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.92 earnings per share. Analysts forecast that Carlyle Group Inc. will post 4.48 earnings per share for the current fiscal year.

Carlyle Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 20th. Investors of record on Monday, February 16th were paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Friday, February 13th. Carlyle Group’s payout ratio is presently 64.22%.

Insider Transactions at Carlyle Group

In other news, Director David M. Rubenstein sold 625,000 shares of Carlyle Group stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $56.55, for a total value of $35,343,750.00. Following the completion of the transaction, the director owned 27,999,644 shares in the company, valued at approximately $1,583,379,868.20. This trade represents a 2.18% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 26.30% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms recently commented on CG. Royal Bank Of Canada began coverage on Carlyle Group in a report on Monday, February 23rd. They issued an “outperform” rating and a $67.00 price objective on the stock. Citigroup lowered their price target on Carlyle Group from $74.00 to $71.00 and set a “buy” rating for the company in a report on Monday, November 3rd. Keefe, Bruyette & Woods reduced their price objective on shares of Carlyle Group from $66.00 to $64.00 and set a “market perform” rating on the stock in a report on Monday, November 3rd. Evercore increased their target price on shares of Carlyle Group from $57.00 to $62.00 and gave the stock an “in-line” rating in a research note on Thursday, January 22nd. Finally, Wolfe Research reissued an “outperform” rating on shares of Carlyle Group in a research note on Wednesday, January 7th. Eight research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $66.21.

Key Stories Impacting Carlyle Group

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

• Positive Sentiment: TD Cowen raised its price target to $67 and maintained a Buy rating, signaling material upside vs. the current price — a vote of confidence from a sell‑side firm. Benzinga
• Positive Sentiment: Carlyle reported record Fee Related Earnings (FRE), AUM and roughly $54B of inflows in 2025, beating its targets and setting ambitious inflow goals through 2028 — fundamentals that support higher recurring fees and long‑term earnings. Carlyle Beats Inflows Target in 2025, Sets Bold 2028 Goals
• Positive Sentiment: Carlyle outlined a 2026 shareholder update with a three‑year growth roadmap and a buyback plan to boost distributable earnings per share — a clear capital‑allocation signal that can support the equity multiple. Carlyle Presents Growth Outlook at 2026 Shareholder Update
• Positive Sentiment: Portfolio company Quest Global (Carlyle‑backed) is planning an India IPO within 12–18 months, which could create monetization opportunities and positive carry for Carlyle’s funds. Carlyle-backed Quest Global plans India IPO next year, CEO says
• Neutral Sentiment: Bank of America nudged its target modestly higher to $54 but kept an Underperform rating — a mixed signal that tempers enthusiasm from other analysts. BofA Boosts Carlyle (CG) Target amid Broader Asset Manager Estimate Revisions
• Neutral Sentiment: Coverage of management’s shareholder/analyst presentation and CEO interviews explain demand dynamics in private markets and the company’s targets — useful context but not new financials. Shareholder/Analyst Call Slideshow CNBC Interview with CEO

Carlyle Group 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.