DNB Asset Management AS Sells 40,715 Shares of Carlyle Group Inc. $CG

DNB Asset Management AS reduced its holdings in shares of Carlyle Group Inc. (NASDAQ:CG) by 13.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 264,715 shares of the financial services provider’s stock after selling 40,715 shares during the quarter. DNB Asset Management AS’s holdings in Carlyle Group were worth $16,598,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. DMC Group LLC lifted its stake in Carlyle Group by 3.2% during the 3rd quarter. DMC Group LLC now owns 6,594 shares of the financial services provider’s stock valued at $413,000 after acquiring an additional 205 shares during the period. Moors & Cabot Inc. raised its holdings in shares of Carlyle Group by 2.1% during the second quarter. Moors & Cabot Inc. now owns 11,029 shares of the financial services provider’s stock valued at $567,000 after purchasing an additional 225 shares during the last quarter. Savant Capital LLC lifted its position in Carlyle Group by 3.4% during the third quarter. Savant Capital LLC now owns 7,888 shares of the financial services provider’s stock valued at $495,000 after purchasing an additional 263 shares during the period. McGowan Group Asset Management Inc. boosted its holdings in Carlyle Group by 2.6% in the second quarter. McGowan Group Asset Management Inc. now owns 11,457 shares of the financial services provider’s stock worth $589,000 after purchasing an additional 294 shares during the last quarter. Finally, Allworth Financial LP lifted 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 valued at $26,000 after buying an additional 299 shares during the period. 55.88% of the stock is currently owned by institutional investors.

Carlyle Group Trading Down 4.5%

Shares of NASDAQ:CG opened at $51.99 on Friday. Carlyle Group Inc. has a 12-month low of $33.02 and a 12-month high of $69.85. The company has a market cap of $18.74 billion, a PE ratio of 23.85, a price-to-earnings-growth ratio of 1.10 and a beta of 2.05. The stock has a 50 day moving average of $59.40 and a 200 day moving average of $59.53. The company has a current ratio of 2.49, a quick ratio of 2.49 and a debt-to-equity ratio of 1.78.

Carlyle Group (NASDAQ:CG) last issued its quarterly 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 firm had revenue of $1.90 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Carlyle Group had a net margin of 16.92% and a return on equity of 23.98%. Carlyle Group’s revenue for the quarter was up 84.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.92 EPS. As a group, equities research analysts expect that Carlyle Group Inc. will post 4.48 EPS for the current year.

Carlyle Group Dividend Announcement

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

Insider Activity at Carlyle Group

In other 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 transaction, the director owned 27,999,644 shares of the company’s stock, valued at $1,583,379,868.20. This represents a 2.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 26.30% of the stock is owned by insiders.

More Carlyle Group News

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

Wall Street Analysts Forecast Growth

A number of analysts recently commented on CG shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Carlyle Group in a research report on Wednesday, January 21st. Wolfe Research restated an “outperform” rating on shares of Carlyle Group in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods reduced their price target on shares of Carlyle Group from $66.00 to $64.00 and set a “market perform” rating for the company in a research report on Monday, November 3rd. TD Cowen raised their price objective on shares of Carlyle Group from $65.00 to $67.00 and gave the stock a “buy” rating in a report on Friday. Finally, Evercore upped their target price on shares of Carlyle Group from $57.00 to $62.00 and gave the company an “in-line” rating in a report on Thursday, January 22nd. Eight investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $66.21.

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.