71,565 Shares in Carlyle Group Inc. $CG Bought by Ibex Wealth Advisors

Ibex Wealth Advisors purchased a new stake in shares of Carlyle Group Inc. (NASDAQ:CG) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 71,565 shares of the financial services provider’s stock, valued at approximately $4,487,000.

Several other hedge funds have also modified their holdings of CG. Allworth Financial LP increased its stake in shares of Carlyle Group by 150.3% in the 2nd 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 in the last quarter. WFA of San Diego LLC acquired a new stake in Carlyle Group in the second quarter valued at approximately $26,000. Geneos Wealth Management Inc. increased its position in shares of Carlyle Group by 755.3% in the first quarter. Geneos Wealth Management Inc. now owns 650 shares of the financial services provider’s stock valued at $28,000 after buying an additional 574 shares in the last quarter. Motco purchased a new position in shares of Carlyle Group during the 3rd quarter valued at approximately $40,000. Finally, Marshall & Sterling Wealth Advisors Inc. increased its holdings in Carlyle Group by 563.5% in the 3rd quarter. Marshall & Sterling Wealth Advisors Inc. now owns 690 shares of the financial services provider’s stock worth $43,000 after acquiring an additional 586 shares in the last quarter. 55.88% of the stock is owned by hedge funds and other institutional investors.

Carlyle Group Stock Performance

NASDAQ CG opened at $51.99 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. Carlyle Group Inc. has a 12-month low of $33.02 and a 12-month high of $69.85. The stock has a market capitalization of $18.74 billion, a price-to-earnings ratio of 23.85, a PEG ratio of 1.10 and a beta of 2.05. The business’s 50 day moving average is $59.40 and its two-hundred day moving average is $59.53.

Carlyle Group (NASDAQ:CG) last issued its earnings results on Thursday, February 5th. The financial services provider reported $1.01 EPS for the quarter, missing the consensus estimate of $1.04 by ($0.03). The company had revenue of $1.90 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Carlyle Group had a return on equity of 23.98% and a net margin of 16.92%.Carlyle Group’s revenue for the quarter was up 84.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.92 earnings per share. Research analysts expect that Carlyle Group Inc. will post 4.48 EPS for the current year.

Carlyle Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Monday, February 16th were issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Friday, February 13th. Carlyle Group’s dividend payout ratio (DPR) is 64.22%.

Carlyle Group News Summary

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

• Positive Sentiment: TD Cowen raised its price target to $67 and maintained a Buy rating, signaling material upside vs. the current price — a vote of confidence from a sell‑side firm. Benzinga
• Positive Sentiment: Carlyle reported record Fee Related Earnings (FRE), AUM and roughly $54B of inflows in 2025, beating its targets and setting ambitious inflow goals through 2028 — fundamentals that support higher recurring fees and long‑term earnings. Carlyle Beats Inflows Target in 2025, Sets Bold 2028 Goals
• Positive Sentiment: Carlyle outlined a 2026 shareholder update with a three‑year growth roadmap and a buyback plan to boost distributable earnings per share — a clear capital‑allocation signal that can support the equity multiple. Carlyle Presents Growth Outlook at 2026 Shareholder Update
• Positive Sentiment: Portfolio company Quest Global (Carlyle‑backed) is planning an India IPO within 12–18 months, which could create monetization opportunities and positive carry for Carlyle’s funds. Carlyle-backed Quest Global plans India IPO next year, CEO says
• Neutral Sentiment: Bank of America nudged its target modestly higher to $54 but kept an Underperform rating — a mixed signal that tempers enthusiasm from other analysts. BofA Boosts Carlyle (CG) Target amid Broader Asset Manager Estimate Revisions
• Neutral Sentiment: Coverage of management’s shareholder/analyst presentation and CEO interviews explain demand dynamics in private markets and the company’s targets — useful context but not new financials. Shareholder/Analyst Call Slideshow CNBC Interview with CEO

Wall Street Analyst Weigh In

CG has been the subject of a number of research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Carlyle Group in a research note on Wednesday, January 21st. Keefe, Bruyette & Woods cut their price objective on Carlyle Group from $66.00 to $64.00 and set a “market perform” rating on the stock in a report on Monday, November 3rd. Citigroup cut their target price 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. JPMorgan Chase & Co. raised their price target on shares of Carlyle Group from $66.00 to $67.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Finally, Barclays increased their price objective on Carlyle Group from $65.00 to $71.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Eight equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Carlyle Group presently has an average rating of “Hold” and an average price target of $66.21.

Insider Activity

In related news, Director David M. Rubenstein sold 625,000 shares of the stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $56.55, for a total transaction of $35,343,750.00. Following the completion of the sale, the director owned 27,999,644 shares of the company’s stock, 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 Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 26.30% of the company’s stock.

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.