Ibex Wealth Advisors Buys Shares of 71,565 Carlyle Group Inc. $CG

Ibex Wealth Advisors acquired a new stake in shares of Carlyle Group Inc. (NASDAQ:CG) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 71,565 shares of the financial services provider’s stock, valued at approximately $4,487,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Generali Asset Management SPA SGR bought a new stake in Carlyle Group in the 3rd quarter worth $1,913,000. Fifth Third Bancorp grew its stake in Carlyle Group by 28.7% in the third quarter. Fifth Third Bancorp now owns 107,198 shares of the financial services provider’s stock worth $6,721,000 after purchasing an additional 23,901 shares during the period. New York State Common Retirement Fund boosted its stake in Carlyle Group by 16.3% during the third quarter. New York State Common Retirement Fund now owns 207,395 shares of the financial services provider’s stock worth $13,004,000 after acquiring an additional 29,000 shares in the last quarter. Onyx Bridge Wealth Group LLC bought a new stake in Carlyle Group in the third quarter worth $1,564,000. Finally, Vanguard Group Inc. boosted its holdings in shares of Carlyle Group by 2.9% in the third quarter. Vanguard Group Inc. now owns 25,434,009 shares of the financial services provider’s stock worth $1,594,712,000 after buying an additional 714,428 shares during the last quarter. Hedge funds and other institutional investors own 55.88% of the company’s stock.

Carlyle Group Trading Down 4.5%

Carlyle Group stock opened at $51.99 on Friday. Carlyle Group Inc. has a 1 year low of $33.02 and a 1 year high of $69.85. The company has a debt-to-equity ratio of 1.78, a current ratio of 2.49 and a quick ratio of 2.49. The firm’s 50 day moving average price is $59.40 and its 200-day moving average price is $59.53. The stock has a market cap of $18.74 billion, a P/E ratio of 23.85, a PEG ratio of 1.10 and a beta of 2.05.

Carlyle Group (NASDAQ:CG) last announced its earnings results on Thursday, February 5th. 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 16.92% and a return on equity of 23.98%. The business had revenue of $1.90 billion for the quarter, compared to analysts’ expectations of $1.09 billion. During the same quarter in the prior year, the company posted $0.92 earnings per share. The firm’s quarterly revenue was up 84.1% compared to the same quarter last year. On average, equities analysts predict that Carlyle Group Inc. will post 4.48 earnings per share for the current fiscal year.

Carlyle Group Announces Dividend

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

Wall Street Analyst Weigh In

CG has been the topic of several recent research reports. Evercore increased their price target on shares of Carlyle Group from $57.00 to $62.00 and gave the stock an “in-line” rating in a research report on Thursday, January 22nd. TD Cowen raised their target price on Carlyle Group from $65.00 to $67.00 and gave the stock a “buy” rating in a report on Friday. Wolfe Research reissued an “outperform” rating on shares of Carlyle Group in a report on Wednesday, January 7th. Morgan Stanley set a $71.00 price objective on Carlyle Group in a research report on Tuesday, January 27th. Finally, Barclays increased their target price on shares of Carlyle Group from $65.00 to $71.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Eight research analysts have rated the stock with a Buy rating, eight have issued 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 price target of $66.21.

Key Headlines Impacting Carlyle Group

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

Insider Activity

In related news, Director David M. Rubenstein sold 625,000 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $56.55, for a total transaction of $35,343,750.00. Following the completion of the sale, the director directly owned 27,999,644 shares in the company, valued at $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 is available through this link. Corporate insiders own 26.30% of the company’s stock.

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.