Carlyle Group (NASDAQ:CG) Stock Rating Upgraded by Wall Street Zen

09 Nov 2026, 07:06 by Danessa Lincoln · The Markets Daily

Carlyle Group (NASDAQ:CG – Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Saturday, Wall Street Zen reports.

Other equities research analysts have also recently issued reports about the company. Piper Sandler decreased their price target on Carlyle Group from $54.00 to $48.00 and set an “overweight” rating for the company in a research note on Monday, October 19th. Royal Bank Of Canada cut their price objective on shares of Carlyle Group from $58.00 to $48.00 and set a “sector perform” rating on the stock in a report on Monday, October 5th. Wells Fargo & Company began coverage on shares of Carlyle Group in a research report on Friday, October 2nd. They issued an “equal weight” rating and a $43.00 price objective for the company. UBS Group lowered their target price on shares of Carlyle Group from $70.00 to $60.00 and set a “buy” rating for the company in a research note on Tuesday, October 13th. Finally, Citizens Jmp boosted their target price on shares of Carlyle Group from $70.00 to $73.00 and gave the stock a “market outperform” rating in a research report on Thursday, August 6th. Eight analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Carlyle Group has a consensus rating of “Hold” and an average target price of $52.00.

Read Our Latest Analysis on Carlyle Group

Carlyle Group Price Performance

Carlyle Group stock opened at $39.70 on Friday. Carlyle Group has a 1-year low of $35.41 and a 1-year high of $67.30. The business has a fifty day moving average price of $40.64 and a 200-day moving average price of $46.75. The company has a debt-to-equity ratio of 2.23, a current ratio of 2.57 and a quick ratio of 2.35. The stock has a market capitalization of $14.15 billion, a price-to-earnings ratio of 42.23, a PEG ratio of 1.28 and a beta of 1.84.

Insider Activity at Carlyle Group

In related news, Director David Rubenstein sold 400,000 shares of Carlyle Group stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $42.74, for a total transaction of $17,096,000.00. Following the completion of the sale, the director owned 26,899,644 shares of the company’s stock, valued at $1,149,690,784.56. The trade was a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 25.40% of the stock is owned by company insiders.

Hedge Funds Weigh In On Carlyle Group

A number of institutional investors have recently bought and sold shares of CG. Diversified Trust Co boosted its holdings in shares of Carlyle Group by 63.0% in the 3rd quarter. Diversified Trust Co now owns 47,473 shares of the financial services provider’s stock valued at $1,883,000 after acquiring an additional 18,340 shares during the last quarter. William Blair Investment Management LLC increased its stake in shares of Carlyle Group by 15.3% in the third quarter. William Blair Investment Management LLC now owns 6,821,563 shares of the financial services provider’s stock worth $270,543,000 after acquiring an additional 906,658 shares during the period. Russell Investments Group Ltd. raised its holdings in shares of Carlyle Group by 13.0% during the third quarter. Russell Investments Group Ltd. now owns 1,186,273 shares of the financial services provider’s stock worth $47,048,000 after purchasing an additional 136,453 shares during the last quarter. Maryland State Retirement & Pension System raised its holdings in shares of Carlyle Group by 22.6% during the third quarter. Maryland State Retirement & Pension System now owns 16,540 shares of the financial services provider’s stock worth $656,000 after purchasing an additional 3,054 shares during the last quarter. Finally, Beutel Goodman & Co Ltd. lifted its position in Carlyle Group by 52.4% during the third quarter. Beutel Goodman & Co Ltd. now owns 1,935,909 shares of the financial services provider’s stock valued at $76,778,000 after purchasing an additional 665,850 shares during the period. 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: Carlyle reported Q3 distributable EPS of $1.12 and revenue of $994.5 million, both above analyst expectations. Its earnings call also highlighted record fee-related earnings and $479 billion in assets under management. Carlyle Q3 and fundraising report
Positive Sentiment: The company declared a quarterly dividend of $0.35 per share, equivalent to $1.40 annually. Carlyle dividend announcement
Positive Sentiment: Carlyle is targeting $60 billion in fundraising for 2026. It has returned $24 billion to private-equity investors, a move intended to support future fundraising. Carlyle fundraising strategy
Negative Sentiment: Deutsche Bank cut its price target to $48 from $51, while keeping a Buy rating. Barclays also lowered its target to $48, from $53, while maintaining an Overweight rating. The retained positive ratings temper, but do not erase, the signal of reduced price expectations. Deutsche Bank price target update
Negative Sentiment: Despite the earnings beat, coverage described market caution about Carlyle’s future growth. That concern may help explain why the stock has been under pressure following results. Q3 fundraising and growth outlook

About Carlyle Group

(Get Free Report)

The Carlyle Group Inc is a global alternative asset manager that invests on behalf of institutional and individual clients. Its business includes private equity, credit and investment solutions, including portfolios of private equity funds and related investments.

Founded in Washington, DC, in 1987, Carlyle has grown into an international firm with investment activities and offices across North America, Europe and Asia, among other regions. Its strategies span a range of industries and markets, and it works with businesses at different stages of development.