Mitsubishi UFJ Asset Management Co. Ltd. Has $13.40 Million Stake in Carlyle Group Inc. $CG

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Carlyle Group Inc. (NASDAQ:CG) by 5.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 220,132 shares of the financial services provider’s stock after buying an additional 12,000 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Carlyle Group were worth $13,397,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of CG. Bernard Wealth Management Corp. acquired a new stake in Carlyle Group during the 4th quarter worth about $30,000. WFA of San Diego LLC acquired a new position in shares of Carlyle Group in the 2nd quarter valued at 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. acquired a new stake in Carlyle Group during the third quarter worth approximately $41,000. Finally, Geneos Wealth Management Inc. lifted its stake in Carlyle Group by 755.3% in the first 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. Institutional investors own 55.88% of the company’s stock.

Carlyle Group Stock Performance

Shares of CG stock opened at $50.63 on Monday. The company has a current ratio of 2.55, a quick ratio of 2.33 and a debt-to-equity ratio of 1.92. The firm has a fifty day simple moving average of $48.97 and a two-hundred day simple moving average of $54.56. Carlyle Group Inc. has a 12 month low of $41.52 and a 12 month high of $69.85. The firm has a market capitalization of $18.29 billion, a PE ratio of 34.68, a price-to-earnings-growth ratio of 1.15 and a beta of 1.89.

Carlyle Group (NASDAQ:CG) last released its quarterly earnings data on Wednesday, May 6th. The financial services provider reported $0.89 earnings per share for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.02). The business had revenue of $750.90 million during the quarter, compared to the consensus estimate of $1.01 billion. Carlyle Group had a net margin of 13.46% and a return on equity of 20.95%. The firm’s quarterly revenue was down 28.0% on a year-over-year basis. During the same period last year, the business posted $1.14 earnings per share. Analysts forecast that Carlyle Group Inc. will post 4.2 EPS for the current fiscal year.

Carlyle Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Monday, May 18th will be issued a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend is Monday, May 18th. Carlyle Group’s payout ratio is currently 95.89%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on CG. Morgan Stanley lowered their price objective on shares of Carlyle Group from $71.00 to $66.00 and set an “equal weight” rating for the company in a research note on Tuesday, April 21st. TD Cowen cut shares of Carlyle Group from a “buy” rating to a “hold” rating and reduced their price target for the stock from $54.00 to $53.00 in a report on Friday. Barclays dropped their price objective on shares of Carlyle Group from $67.00 to $63.00 and set an “overweight” rating on the stock in a report on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of Carlyle Group in a research report on Wednesday, January 21st. Finally, BMO Capital Markets decreased their target price on Carlyle Group from $65.00 to $58.00 and set an “outperform” rating for the company in a research report on Tuesday, March 24th. Eight investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $62.80.

Key Carlyle Group News

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

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.