Carlyle Group (NASDAQ:CG) Posts Earnings Results, Beats Estimates By $0.16 EPS

Carlyle Group (NASDAQ:CG) announced its quarterly earnings results on Tuesday. The financial services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.16, FiscalAI reports. Carlyle Group had a net margin of 13.46% and a return on equity of 20.95%. The company had revenue of $1.11 billion for the quarter, compared to analyst estimates of $923.50 million. During the same period in the previous year, the firm posted $0.87 EPS. The firm’s revenue was down 28.6% on a year-over-year basis.

Carlyle Group Price Performance

Shares of Carlyle Group stock traded down $1.02 on Wednesday, hitting $49.62. 3,929,049 shares of the company traded hands, compared to its average volume of 3,333,801. The company has a market cap of $17.86 billion, a P/E ratio of 34.01, a P/E/G ratio of 1.71 and a beta of 1.83. The company has a current ratio of 2.55, a quick ratio of 2.55 and a debt-to-equity ratio of 1.92. Carlyle Group has a 12-month low of $39.60 and a 12-month high of $69.85. The firm’s 50-day simple moving average is $44.58 and its 200 day simple moving average is $49.16.

Carlyle Group News Summary

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

• Positive Sentiment: Carlyle raised approximately $17 billion and said institutional demand for private-market investments is accelerating, potentially supporting a new “fundraising supercycle” across private equity and private credit. Carlyle Raises $17 Billion, Sees Private Credit, PE Growth Accelerating into Fundraising Supercycle
• Positive Sentiment: Second-quarter adjusted earnings of $1.07 per share exceeded the $0.91 analyst consensus, while revenue of $1.11 billion also topped expectations of roughly $923.5 million. Carlyle Group Earnings Report
• Positive Sentiment: Distributable earnings reached their highest level in nearly four years, and Carlyle is preparing to launch new rounds of flagship funds. The firm also reported continued exits across the U.S., Europe and Japan, helping generate realizations and investment capacity. Carlyle Continues to Bring in Capital as Distributable Earnings Climb
• Neutral Sentiment: Unusually heavy call-option activity—244,037 contracts, versus an average daily volume of 4,755—signals heightened speculative interest, but it does not guarantee a sustained move in CG shares.
• Negative Sentiment: Despite beating estimates, quarterly revenue declined 28.6% year over year, highlighting pressure from market-sensitive investment income and a difficult comparison with the prior year.
• Negative Sentiment: Carlyle’s chief financial officer described the private-credit environment as “tricky,” raising concerns about credit conditions, valuations and future realizations even as the firm remains optimistic about long-term growth. Carlyle CFO on M&A Market, Private Credit and AI

Hedge Funds Weigh In On Carlyle Group

Several institutional investors and hedge funds have recently bought and sold shares of CG. State Street Corp lifted its holdings in Carlyle Group by 20.9% during the third quarter. State Street Corp now owns 9,942,135 shares of the financial services provider’s stock valued at $623,372,000 after purchasing an additional 1,720,483 shares in the last quarter. Balyasny Asset Management L.P. bought a new stake in shares of Carlyle Group during the 3rd quarter valued at $75,612,000. Marshall Wace LLP lifted its stake in shares of Carlyle Group by 6,303.7% during the 4th quarter. Marshall Wace LLP now owns 742,257 shares of the financial services provider’s stock valued at $43,875,000 after buying an additional 730,666 shares in the last quarter. Amundi grew its position in shares of Carlyle Group by 207.9% during the fourth quarter. Amundi now owns 818,535 shares of the financial services provider’s stock worth $48,384,000 after purchasing an additional 552,724 shares in the last quarter. Finally, Freestone Grove Partners LP purchased a new position in shares of Carlyle Group in the fourth quarter worth $26,253,000. 55.88% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Citizens Jmp dropped their price target on Carlyle Group from $75.00 to $70.00 and set a “market outperform” rating for the company in a research note on Thursday, July 9th. BMO Capital Markets reaffirmed an “outperform” rating and set a $52.00 price target on shares of Carlyle Group in a research note on Monday, July 13th. Keefe, Bruyette & Woods raised Carlyle Group to a “hold” rating in a research note on Monday, July 20th. The Goldman Sachs Group dropped their price target on shares of Carlyle Group from $81.00 to $69.00 and set a “buy” rating on the stock in a research report on Tuesday, April 7th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Carlyle Group from $66.00 to $63.00 and set a “neutral” rating for the company in a research report on Friday, May 8th. Seven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $60.07.

Carlyle Group Company 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.