Carlyle Group Inc. (NASDAQ:CG) Receives Consensus Rating of "Hold" from Analysts

Key Points

• Analyst consensus: Hold. Seventeen firms cover Carlyle (1 sell, 8 hold, 8 buy) with an average 12‑month target price of $65.36.
• Insider and institutional activity: Director David M. Rubenstein sold 625,000 shares at $56.55 (≈$35.34M); insiders own 26.30% of the stock while institutional investors hold 55.88%.
• Quarterly results and payout: Carlyle reported EPS of $1.01 versus a $1.04 consensus (miss by $0.03) while revenue rose 84.1% year‑over‑year to $1.90B, and the company pays a $0.35 quarterly dividend (annualized $1.40, yield 2.9%).

Carlyle Group Inc. (NASDAQ:CG - Get Free Report) has been given a consensus recommendation of "Hold" by the seventeen ratings firms that are covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, eight have issued a hold rating and eight have given a buy rating to the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $65.3571.

CG has been the subject of several analyst reports. JPMorgan Chase & Co. boosted 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. BMO Capital Markets reiterated an "outperform" rating and issued a $65.00 price objective on shares of Carlyle Group in a research report on Thursday. Morgan Stanley set a $71.00 target price on shares of Carlyle Group in a research report on Tuesday, January 27th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Carlyle Group in a report on Wednesday, January 21st. Finally, Wall Street Zen raised Carlyle Group from a "sell" rating to a "hold" rating in a report on Saturday.

Insiders Place Their Bets

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 value of $35,343,750.00. Following the completion of the transaction, the director 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 filing with the SEC, which is available at this hyperlink. 26.30% of the stock is owned by insiders.

Institutional Trading of Carlyle Group

Institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. increased its stake in shares of Carlyle Group by 3.7% during the fourth quarter. Vanguard Group Inc. now owns 26,368,246 shares of the financial services provider's stock valued at $1,558,627,000 after acquiring an additional 934,237 shares during the period. Morgan Stanley boosted its stake in Carlyle Group by 0.8% during the 4th quarter. Morgan Stanley now owns 10,189,948 shares of the financial services provider's stock valued at $602,328,000 after purchasing an additional 84,228 shares in the last quarter. State Street Corp increased its position in shares of Carlyle Group by 20.9% during the 3rd 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 during the period. Massachusetts Financial Services Co. MA raised its stake in shares of Carlyle Group by 1.5% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 7,735,298 shares of the financial services provider's stock worth $457,233,000 after buying an additional 117,223 shares in the last quarter. Finally, Alkeon Capital Management LLC lifted its holdings in shares of Carlyle Group by 13.4% in the second quarter. Alkeon Capital Management LLC now owns 5,941,316 shares of the financial services provider's stock valued at $305,384,000 after buying an additional 700,000 shares during the period. 55.88% of the stock is owned by institutional investors and hedge funds.

Carlyle Group Stock Performance

Shares of CG stock opened at $48.82 on Tuesday. The company has a market cap of $17.63 billion, a P/E ratio of 22.39, a PEG ratio of 0.99 and a beta of 2.07. The business has a 50 day moving average of $58.20 and a two-hundred day moving average of $58.94. Carlyle Group has a 52 week low of $33.02 and a 52 week high of $69.85. The company has a quick ratio of 2.33, a current ratio of 2.33 and a debt-to-equity ratio of 1.90.

Carlyle Group (NASDAQ:CG - Get Free Report) last announced its quarterly 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). 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 23.62% and a net margin of 16.92%.The company's revenue for the quarter was up 84.1% on a year-over-year basis. During the same period last year, the business posted $0.92 EPS. As a group, analysts anticipate that Carlyle Group will post 4.48 EPS for the current year.

Carlyle Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 20th. Investors of record on Monday, February 16th were paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Friday, February 13th. Carlyle Group's payout ratio is currently 64.22%.

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.

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