BI Asset Management Fondsmaeglerselskab A S Acquires 23,637 Shares of Carlyle Group Inc. $CG

BI Asset Management Fondsmaeglerselskab A S increased its holdings in shares of Carlyle Group Inc. (NASDAQ:CG) by 200.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 35,412 shares of the financial services provider’s stock after acquiring an additional 23,637 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Carlyle Group were worth $2,220,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Allworth Financial LP grew its stake in shares of Carlyle Group by 150.3% in the 2nd quarter. Allworth Financial LP now owns 498 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 299 shares during the period. WFA of San Diego LLC acquired a new position in Carlyle Group during the second quarter worth $26,000. Geneos Wealth Management Inc. lifted its holdings in shares of Carlyle Group by 755.3% during the first quarter. Geneos Wealth Management Inc. now owns 650 shares of the financial services provider’s stock valued at $28,000 after acquiring an additional 574 shares during the period. Ameritas Advisory Services LLC bought a new stake in shares of Carlyle Group in the 2nd quarter worth about $38,000. Finally, Motco acquired a new stake in shares of Carlyle Group during the 3rd quarter worth about $40,000. Institutional investors own 55.88% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on the stock. Morgan Stanley set a $71.00 price objective on shares of Carlyle Group in a research note on Tuesday, January 27th. Wolfe Research reaffirmed an “outperform” rating on shares of Carlyle Group in a report on Wednesday, January 7th. Evercore increased their target price on Carlyle Group from $57.00 to $62.00 and gave the stock an “in-line” rating in a report on Thursday, January 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Carlyle Group in a report on Wednesday, January 21st. Finally, Barclays increased their price objective on shares of Carlyle Group from $65.00 to $68.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Seven analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $67.77.

Key Stories Impacting Carlyle Group

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

• Positive Sentiment: Record annual earnings and strong fundraising: Carlyle reported record annual results and said fundraising was a highlight of the year; Q4 revenue surged ~84% YoY to $1.90B and management pointed to private‑equity dealmaking as a driver of higher profit, supporting investor sentiment. Carlyle shares rise as record annual earnings offset quarterly miss
• Positive Sentiment: Quarterly results context: While Q4 EPS slightly missed consensus ($1.01 vs. $1.04), margins and ROE remained strong (net margin ~16.9%, ROE ~23.5%), and management released slides/press materials that reinforced the fundraising and performance narrative. Carlyle earnings summary & materials
• Neutral Sentiment: Analyst/peer valuation comparisons: Coverage comparing Carlyle to peers such as Invesco highlights relative value and differing business mixes — useful context for longer‑term investors but unlikely to drive immediate price moves. IVZ or CG: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Earnings call materials posted: Carlyle published its Q4 results presentation and call deck for investors to review the detail behind fees, realized gains and fund performance — important for due diligence but informational rather than market moving. Q4 results – Earnings Call Presentation
• Negative Sentiment: CLO/C‑EF distribution risk: A Seeking Alpha note flagged two CLO closed‑end funds tied to OFS and Carlyle that may face distribution cuts, which could dent sentiment among income investors and pressure related product flows. OFS And Carlyle: 2 CLO CEFs In Danger Of Distribution Cuts
• Negative Sentiment: Deal uncertainty on Lukoil assets: Reuters reports rival bidders (including Chevron) are pursuing Lukoil assets despite Carlyle’s initial agreement, introducing execution risk or higher price exposure on that strategic deal. Rival bidders pursue Lukoil assets despite Carlyle deal

Carlyle Group Price Performance

Shares of CG stock opened at $58.71 on Friday. The company has a quick ratio of 2.49, a current ratio of 2.49 and a debt-to-equity ratio of 1.78. Carlyle Group Inc. has a 12 month low of $33.02 and a 12 month high of $69.85. The firm has a market cap of $21.16 billion, a price-to-earnings ratio of 32.80, a PEG ratio of 1.05 and a beta of 2.05. The stock has a 50-day moving average price of $60.48 and a 200 day moving average price of $60.34.

Carlyle Group (NASDAQ:CG) last issued its earnings results on Friday, February 6th. The financial services provider reported $1.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.04 by ($0.03). Carlyle Group had a net margin of 16.91% and a return on equity of 23.46%. The business had revenue of $1.90 billion during the quarter, compared to the consensus estimate of $1.09 billion. During the same period last year, the business posted $0.92 EPS. The firm’s revenue for the quarter was up 84.1% compared to the same quarter last year. Research analysts expect that Carlyle Group Inc. will post 4.48 EPS for the current year.

Insider Activity at Carlyle Group

In related news, Director David M. Rubenstein sold 625,000 shares of the company’s 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 sale, the director owned 27,999,644 shares in the company, valued at approximately $1,583,379,868.20. This represents a 2.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 26.30% of the stock is currently owned by company 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.