Bank of New York Mellon Corp Purchases 55,281 Shares of Carlyle Group Inc. $CG

Bank of New York Mellon Corp raised its holdings in shares of Carlyle Group Inc. (NASDAQ:CG) by 2.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,319,956 shares of the financial services provider’s stock after acquiring an additional 55,281 shares during the quarter. Bank of New York Mellon Corp owned approximately 0.64% of Carlyle Group worth $145,461,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Allworth Financial LP boosted its position in Carlyle Group by 150.3% during the second quarter. Allworth Financial LP now owns 498 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 299 shares during the last quarter. WFA of San Diego LLC acquired a new position in shares of Carlyle Group during the 2nd quarter worth about $26,000. Motco bought a new stake in shares of Carlyle Group in the 3rd quarter valued at about $40,000. Geneos Wealth Management Inc. grew its holdings in Carlyle Group by 755.3% during the first quarter. Geneos Wealth Management Inc. now owns 650 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 574 shares during the period. Finally, Root Financial Partners LLC bought a new stake in Carlyle Group in the third quarter valued at approximately $44,000. 55.88% of the stock is currently owned by institutional investors and hedge funds.

Key Carlyle Group News

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

• Positive Sentiment: Carlyle has agreed to buy Lukoil’s international assets — a deal that could materially grow Carlyle’s energy portfolio and AUM, boosting management and performance fees if completed. Russia’s Lukoil agrees sell international assets to Carlyle
• Positive Sentiment: Reported plans for a partial exit from McDonald’s China (~$4B) would be a large monetization event that could return cash to investors or fund new investments. Carlyle, Trustar eye $4B partial exit from McDonald’s China – report
• Positive Sentiment: Carlyle agreed to sell Arctic Glacier to Reddy Ice — a portfolio carve‑out that generates liquidity and tightens focus on higher‑priority assets. Reddy Ice Announces Agreement to Acquire Arctic Glacier
• Neutral Sentiment: Sources say Carlyle is in exploratory talks with UAE investors to bring partners into the Lukoil transaction — this could spread risk and funding needs but may dilute Carlyle’s economics or delay closing. Exclusive: Carlyle in talks with potential UAE partners on Lukoil assets, sources say
• Neutral Sentiment: Near‑term earnings are a scheduled catalyst (analysts expect FY EPS around $4.48); upcoming results/estimates could re‑rate the stock depending on fee and carry recognition tied to recent deals. Carlyle Group (CG) Projected to Post Quarterly Earnings on Friday
• Negative Sentiment: Regulatory and geopolitical risk is the main downside: U.S. authorities recently blocked a prior buyer for related assets, highlighting the risk this transaction could face additional scrutiny or restrictions that would delay or scuttle the deal. Russia’s Lukoil to Sell Carlyle Its International Assets

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Morgan Stanley set a $71.00 target price on Carlyle Group in a report on Tuesday. Wall Street Zen lowered shares of Carlyle Group from a “hold” rating to a “sell” rating in a research report on Sunday, January 11th. Barclays upped their price target on shares of Carlyle Group from $65.00 to $68.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Citigroup cut their price objective on shares of Carlyle Group from $74.00 to $71.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Finally, Evercore ISI upped their target price 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. Seven investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Carlyle Group has an average rating of “Hold” and a consensus price target of $67.77.

Insider Buying and Selling at Carlyle Group

In other Carlyle Group news, Director David M. Rubenstein sold 625,000 shares of the firm’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $56.55, for a total value of $35,343,750.00. Following the sale, the director owned 27,999,644 shares of the company’s stock, valued at approximately $1,583,379,868.20. This trade represents a 2.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 26.30% of the company’s stock.

Carlyle Group Stock Performance

NASDAQ:CG opened at $58.78 on Friday. The company has a debt-to-equity ratio of 1.78, a quick ratio of 2.49 and a current ratio of 2.49. Carlyle Group Inc. has a fifty-two week low of $33.02 and a fifty-two week high of $69.85. The company has a market cap of $21.18 billion, a price-to-earnings ratio of 32.84, a PEG ratio of 1.06 and a beta of 2.04. The stock has a fifty day moving average price of $59.98 and a 200-day moving average price of $60.39.

Carlyle Group (NASDAQ:CG) last posted its quarterly earnings data on Friday, November 7th. The financial services provider reported $0.98 earnings per share for the quarter, hitting the consensus estimate of $0.98. Carlyle Group had a net margin of 16.91% and a return on equity of 23.46%. The business had revenue of $782.50 million during the quarter, compared to analysts’ expectations of $848.51 million. During the same quarter in the prior year, the business posted $0.95 earnings per share. As a group, equities analysts anticipate that Carlyle Group Inc. will post 4.48 EPS for the current fiscal year.

About Carlyle Group

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.