Twin Capital Management Inc. Cuts Stock Holdings in Carlyle Group Inc. $CG

Twin Capital Management Inc. lessened its position in shares of Carlyle Group Inc. (NASDAQ:CG) by 47.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 26,301 shares of the financial services provider’s stock after selling 23,836 shares during the quarter. Twin Capital Management Inc.’s holdings in Carlyle Group were worth $1,649,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of CG. 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 worth $26,000 after purchasing an additional 299 shares in the last quarter. WFA of San Diego LLC purchased a new position in shares of Carlyle Group during the 2nd quarter valued at approximately $26,000. Motco purchased a new stake in Carlyle Group in the 3rd quarter worth $40,000. Geneos Wealth Management Inc. raised its position 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 acquiring an additional 574 shares during the period. Finally, Root Financial Partners LLC purchased a new position in Carlyle Group during the third quarter valued at $44,000. 55.88% of the stock is owned by hedge funds and other institutional investors.

Carlyle Group News Summary

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

• Positive Sentiment: Record annual earnings and strong fundraising: Carlyle reported record annual results and said fundraising was a highlight of the year; Q4 revenue surged ~84% YoY to $1.90B and management pointed to private‑equity dealmaking as a driver of higher profit, supporting investor sentiment. Carlyle shares rise as record annual earnings offset quarterly miss
• Positive Sentiment: Quarterly results context: While Q4 EPS slightly missed consensus ($1.01 vs. $1.04), margins and ROE remained strong (net margin ~16.9%, ROE ~23.5%), and management released slides/press materials that reinforced the fundraising and performance narrative. Carlyle earnings summary & materials
• Neutral Sentiment: Analyst/peer valuation comparisons: Coverage comparing Carlyle to peers such as Invesco highlights relative value and differing business mixes — useful context for longer‑term investors but unlikely to drive immediate price moves. IVZ or CG: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Earnings call materials posted: Carlyle published its Q4 results presentation and call deck for investors to review the detail behind fees, realized gains and fund performance — important for due diligence but informational rather than market moving. Q4 results – Earnings Call Presentation
• Negative Sentiment: CLO/C‑EF distribution risk: A Seeking Alpha note flagged two CLO closed‑end funds tied to OFS and Carlyle that may face distribution cuts, which could dent sentiment among income investors and pressure related product flows. OFS And Carlyle: 2 CLO CEFs In Danger Of Distribution Cuts
• Negative Sentiment: Deal uncertainty on Lukoil assets: Reuters reports rival bidders (including Chevron) are pursuing Lukoil assets despite Carlyle’s initial agreement, introducing execution risk or higher price exposure on that strategic deal. Rival bidders pursue Lukoil assets despite Carlyle deal

Carlyle Group Price Performance

Carlyle Group stock opened at $58.71 on Friday. 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 stock has a market cap of $21.16 billion, a P/E ratio of 32.80, a PEG ratio of 0.99 and a beta of 2.05. The company has a 50-day moving average price of $60.48 and a 200 day moving average price of $60.33. Carlyle Group Inc. has a 12-month low of $33.02 and a 12-month high of $69.85.

Carlyle Group (NASDAQ:CG) last posted its quarterly earnings results on Friday, February 6th. The financial services provider reported $1.01 earnings per share for the quarter, missing the consensus estimate of $1.04 by ($0.03). Carlyle Group had a net margin of 16.91% and a return on equity of 23.46%. The firm had revenue of $1.90 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same period last year, the company earned $0.92 EPS. The business’s quarterly revenue was up 84.1% on a year-over-year basis. Sell-side analysts anticipate that Carlyle Group Inc. will post 4.48 earnings per share for the current year.

Insider Activity at Carlyle Group

In other news, Director David M. Rubenstein sold 625,000 shares of the 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 transaction, the director directly owned 27,999,644 shares in the company, valued at approximately $1,583,379,868.20. This represents a 2.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 26.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Keefe, Bruyette & Woods decreased their price target on shares of Carlyle Group from $66.00 to $64.00 and set a “market perform” rating on the stock in a research note on Monday, November 3rd. TD Cowen restated a “buy” rating on shares of Carlyle Group in a report on Wednesday, January 14th. Citigroup dropped their target price on shares of Carlyle Group from $74.00 to $71.00 and set a “buy” rating for the company in a report on Monday, November 3rd. UBS Group boosted their price target on shares of Carlyle Group from $74.00 to $81.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Finally, Wall Street Zen lowered shares of Carlyle Group from a “hold” rating to a “sell” rating in a research note on Sunday, January 11th. Seven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Carlyle Group currently has a consensus rating of “Hold” and a consensus target price of $67.77.

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.