DNB Asset Management AS Decreases Holdings in Carlyle Group Inc. $CG

DNB Asset Management AS lowered its position in Carlyle Group Inc. (NASDAQ:CG) by 13.3% in the 3rd quarter, according to the company in its most recent Form 13F filing 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 owned approximately 0.07% of Carlyle Group worth $16,598,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently made changes to their positions in CG. Allworth Financial LP raised its position in Carlyle Group by 150.3% in the 2nd quarter. Allworth Financial LP now owns 498 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 299 shares during the period. WFA of San Diego LLC purchased a new stake in Carlyle Group during the second quarter valued at about $26,000. Motco purchased a new position in shares of Carlyle Group in the third quarter worth about $40,000. Geneos Wealth Management Inc. lifted 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 acquiring an additional 574 shares during the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. boosted its holdings in 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 valued at $43,000 after acquiring an additional 586 shares during the period. 55.88% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts have weighed in on CG shares. Evercore boosted their price objective on Carlyle Group from $57.00 to $62.00 and gave the company an “in-line” rating in a research report on Thursday, January 22nd. JPMorgan Chase & Co. upped their price target on shares of Carlyle Group from $66.00 to $67.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. TD Cowen raised their price target on shares of Carlyle Group from $65.00 to $67.00 and gave the stock a “buy” rating in a report on Friday. Royal Bank Of Canada assumed coverage on shares of Carlyle Group in a research note on Monday. They set an “outperform” rating and a $67.00 price objective for the company. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Carlyle Group in a research note on Wednesday, January 21st. Eight research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $66.21.

Insider Activity

In related news, Director David M. Rubenstein sold 625,000 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $56.55, for a total transaction of $35,343,750.00. Following the sale, the director directly owned 27,999,644 shares of the company’s stock, valued at approximately $1,583,379,868.20. This represents a 2.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 26.30% of the stock is currently owned by corporate insiders.

Carlyle Group Trading Down 4.5%

NASDAQ:CG opened at $51.99 on Friday. The company has a 50-day moving average price of $59.40 and a 200-day moving average price of $59.53. The stock has a market cap of $18.74 billion, a price-to-earnings ratio of 23.85, a P/E/G ratio of 1.10 and a beta of 2.05. 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 Inc. has a 12 month low of $33.02 and a 12 month high of $69.85.

Carlyle Group (NASDAQ:CG) last released its quarterly earnings results on Thursday, February 5th. The financial services provider reported $1.01 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.04 by ($0.03). The company had revenue of $1.90 billion during the quarter, compared to the consensus estimate 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. Equities analysts predict that Carlyle Group Inc. will post 4.48 EPS for the current year.

Carlyle Group Dividend Announcement

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

Carlyle Group News Summary

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.