Carlyle Group Inc. $CG Shares Sold by Strs Ohio

Strs Ohio cut its holdings in shares of Carlyle Group Inc. (NASDAQ:CG) by 80.2% during the third quarter, Holdings Channel.com reports. The fund owned 6,253 shares of the financial services provider’s stock after selling 25,317 shares during the period. Strs Ohio’s holdings in Carlyle Group were worth $392,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of CG. Norges Bank acquired a new stake in Carlyle Group in the 2nd quarter valued at $150,122,000. Alkeon Capital Management LLC lifted its holdings in Carlyle Group by 13.4% during 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 purchasing an additional 700,000 shares in the last quarter. Azora Capital LP purchased a new stake in shares of Carlyle Group during the second quarter worth about $30,791,000. Massachusetts Financial Services Co. MA raised its position in shares of Carlyle Group by 6.7% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 7,618,075 shares of the financial services provider’s stock worth $477,653,000 after purchasing an additional 479,216 shares during the last quarter. Finally, Vanguard Group Inc. lifted its stake in Carlyle Group by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 24,719,581 shares of the financial services provider’s stock valued at $1,270,586,000 after buying an additional 426,644 shares in the last quarter. Institutional investors and hedge funds own 55.88% of the company’s stock.

Trending Headlines about Carlyle Group

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

Insider Transactions at Carlyle Group

In other Carlyle Group 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 transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 26.30% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on CG shares. Wall Street Zen downgraded Carlyle Group from a “hold” rating to a “sell” rating in a research report on Sunday, January 11th. JPMorgan Chase & Co. decreased their price objective on Carlyle Group from $68.00 to $66.00 and set a “neutral” rating on the stock in a report on Monday, November 3rd. UBS Group upped their target price on shares of Carlyle Group from $74.00 to $81.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Citigroup decreased their price target on shares of Carlyle Group from $74.00 to $71.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Carlyle Group in a research note on Wednesday, January 21st. Seven 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. Based on data from MarketBeat, Carlyle Group presently has an average rating of “Hold” and an average target price of $67.77.

Carlyle Group Stock Down 1.2%

Shares of NASDAQ:CG opened at $58.78 on Friday. The business has a 50-day moving average price of $59.98 and a 200 day moving average price of $60.39. Carlyle Group Inc. has a 12-month low of $33.02 and a 12-month high of $69.85. The company has a current ratio of 2.49, a quick ratio of 2.49 and a debt-to-equity ratio of 1.78. The company has a market capitalization of $21.18 billion, a price-to-earnings ratio of 32.84, a PEG ratio of 1.06 and a beta of 2.04.

Carlyle Group (NASDAQ:CG) last announced its quarterly earnings results on Friday, November 7th. The financial services provider reported $0.98 earnings per share for the quarter, meeting analysts’ consensus estimates 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 period last year, the business earned $0.95 earnings per share. Sell-side analysts expect that Carlyle Group Inc. will post 4.48 EPS for the current year.

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.