Representative Jefferson Shreve (R-Indiana) recently bought shares of The Carlyle Group Inc. NASDAQ: CG. In a filing disclosed on May 08th, the Representative disclosed that they had bought between $50,001 and $100,000 in The Carlyle Group stock on April 7th. The trade occurred in the Representative's "CRT - STANDARD UNIT TRUST" account.
Representative Jefferson Shreve also recently made the following trade(s):
- Purchased $50,001 - $100,000 in shares of Chipotle Mexican Grill NYSE: CMG on 4/17/2025.
- Purchased $50,001 - $100,000 in shares of Applied Materials NASDAQ: AMAT on 4/17/2025.
- Purchased $15,001 - $50,000 in shares of Caterpillar NYSE: CAT on 4/17/2025.
- Sold $15,001 - $50,000 in shares of Lululemon Athletica NASDAQ: LULU on 4/17/2025.
- Purchased $15,001 - $50,000 in shares of Western Digital NASDAQ: WDC on 4/17/2025.
- Sold $15,001 - $50,000 in shares of Zoetis NYSE: ZTS on 4/17/2025.
- Purchased $15,001 - $50,000 in shares of Stryker NYSE: SYK on 4/17/2025.
- Purchased $15,001 - $50,000 in shares of NextEra Energy NYSE: NEE on 4/17/2025.
- Purchased $15,001 - $50,000 in shares of CSX NASDAQ: CSX on 4/17/2025.
- Purchased $15,001 - $50,000 in shares of Ross Stores NASDAQ: ROST on 4/17/2025.
The Carlyle Group Trading Down 1.8%
NASDAQ:CG traded down $0.83 during trading hours on Thursday, reaching $46.22. The company's stock had a trading volume of 527,474 shares, compared to its average volume of 2,611,956. The firm has a market capitalization of $16.68 billion, a price-to-earnings ratio of 16.55, a PEG ratio of 0.98 and a beta of 1.85. The firm has a 50-day simple moving average of $40.47 and a 200-day simple moving average of $47.92. The Carlyle Group Inc. has a 1 year low of $33.02 and a 1 year high of $57.50. The company has a debt-to-equity ratio of 1.42, a quick ratio of 2.32 and a current ratio of 2.32.
The Carlyle Group (NASDAQ:CG - Get Free Report) last released its earnings results on Friday, May 9th. The financial services provider reported $1.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.97 by $0.17. The Carlyle Group had a net margin of 18.81% and a return on equity of 24.02%. The firm had revenue of $973.10 million during the quarter, compared to analyst estimates of $972.27 million. During the same period last year, the business earned $1.01 earnings per share. The business's revenue was up 2.0% on a year-over-year basis. Research analysts expect that The Carlyle Group Inc. will post 4.48 EPS for the current fiscal year.
The Carlyle Group Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 27th. Stockholders of record on Monday, May 19th will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 3.03%. The ex-dividend date of this dividend is Monday, May 19th. The Carlyle Group's dividend payout ratio (DPR) is currently 47.46%.
Institutional Inflows and Outflows
Institutional investors have recently made changes to their positions in the business. Tidal Investments LLC acquired a new position in shares of The Carlyle Group in the 3rd quarter valued at approximately $212,000. Franklin Resources Inc. grew its position in shares of The Carlyle Group by 145.6% in the 3rd quarter. Franklin Resources Inc. now owns 28,210 shares of the financial services provider's stock valued at $1,215,000 after purchasing an additional 16,723 shares during the period. GAMMA Investing LLC grew its position in shares of The Carlyle Group by 10.3% in the 4th quarter. GAMMA Investing LLC now owns 5,463 shares of the financial services provider's stock valued at $276,000 after purchasing an additional 509 shares during the period. Franklin Street Advisors Inc. NC acquired a new position in shares of The Carlyle Group in the 4th quarter valued at approximately $17,671,000. Finally, Wedmont Private Capital acquired a new position in shares of The Carlyle Group in the 4th quarter valued at approximately $221,000. 55.88% of the stock is owned by institutional investors.
Analyst Ratings Changes
A number of equities analysts have commented on CG shares. Oppenheimer downgraded shares of The Carlyle Group from an "outperform" rating to a "market perform" rating in a research note on Wednesday, March 19th. Morgan Stanley decreased their target price on shares of The Carlyle Group from $57.00 to $44.00 and set an "equal weight" rating for the company in a research report on Monday, April 14th. JMP Securities reduced their target price on shares of The Carlyle Group from $62.00 to $58.00 and set a "market outperform" rating for the company in a report on Tuesday, April 8th. Cowen upgraded shares of The Carlyle Group from a "hold" rating to a "buy" rating in a research report on Wednesday. Finally, StockNews.com lowered shares of The Carlyle Group from a "hold" rating to a "sell" rating in a research report on Thursday, February 20th. Two analysts have rated the stock with a sell rating, eight have given a hold rating and seven have given a buy rating to the company. Based on data from MarketBeat.com, The Carlyle Group has a consensus rating of "Hold" and a consensus price target of $52.33.
Get Our Latest Stock Report on CG
About Representative Shreve
Jefferson Shreve (Republican Party) is a member of the U.S. House, representing Indiana's 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.
Shreve (Republican Party) is running for re-election to the U.S. House to represent Indiana's 6th Congressional District. He declared candidacy for the 2026 election.
Email editor@ballotpedia.org to notify us of updates to this biography.
Jefferson Shreve earned a bachelor's degree from Indiana University in 1989, a graduate degree from the University of London in 1998, and a graduate degree from Purdue University in 2003. Shreve's career experience includes working as a real estate executive.
Shreve was elected 7th District Vice Chairman of the Indiana Republican State Committee on January 17, 2018, and was re-elected on March 6, 2021. In 2020, he was selected as a district-level delegate to the 2020 Republican National Convention.
About The Carlyle Group
(
Get Free Report)
The Carlyle Group Inc is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES.
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