Carlyle Group (NASDAQ:CG) Upgraded at Wall Street Zen

06 Jan 2026, 01:42 by Doug Wharley · The Cerbat Gem

Wall Street Zen upgraded shares of Carlyle Group (NASDAQ:CG – Free Report) from a sell rating to a hold rating in a research note issued to investors on Saturday.

A number of other brokerages also recently weighed in on CG. Morgan Stanley upped their price target on shares of Carlyle Group from $65.00 to $67.00 and gave the company an “equal weight” rating in a report on Tuesday, October 21st. UBS Group assumed coverage on shares of Carlyle Group in a report on Thursday, December 11th. They set a “buy” rating and a $74.00 target price for the company. Barclays upped their price target on Carlyle Group from $65.00 to $68.00 and gave the company an “overweight” rating in a report on Friday, December 12th. BMO Capital Markets assumed coverage on Carlyle Group in a research note on Friday, October 3rd. They set an “outperform” rating and a $74.00 price objective for the company. Finally, Evercore ISI reduced their target price on Carlyle Group from $64.00 to $57.00 and set an “in-line” rating for the company in a report on Monday, November 3rd. Seven investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $66.62.

Get Our Latest Analysis on Carlyle Group

Carlyle Group Price Performance

NASDAQ CG opened at $64.03 on Friday. Carlyle Group has a 12 month low of $33.02 and a 12 month high of $69.85. The firm has a market capitalization of $23.08 billion, a PE ratio of 35.77, a P/E/G ratio of 1.12 and a beta of 2.04. The company’s 50 day simple moving average is $56.16 and its 200 day simple moving average is $59.14. The company has a debt-to-equity ratio of 1.78, a current ratio of 2.49 and a quick ratio of 2.49.

Carlyle Group (NASDAQ:CG – Get Free Report) last issued its quarterly earnings results on Friday, November 7th. The financial services provider reported $0.98 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.98. The firm had revenue of $782.50 million during the quarter, compared to analyst estimates of $848.51 million. Carlyle Group had a return on equity of 23.46% and a net margin of 16.91%.During the same period last year, the company posted $0.95 EPS. As a group, equities research analysts forecast that Carlyle Group will post 4.48 EPS for the current fiscal year.

Carlyle Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, November 19th. Shareholders of record on Monday, November 10th were paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, November 10th. Carlyle Group’s payout ratio is 78.21%.

Insider Activity

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

Institutional Trading of Carlyle Group

A number of institutional investors have recently added to or reduced their stakes in CG. Allworth Financial LP increased its stake in shares of Carlyle Group by 150.3% during the 2nd quarter. Allworth Financial LP now owns 498 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 299 shares during the last quarter. WFA of San Diego LLC acquired a new position in Carlyle Group during the second quarter worth $26,000. Geneos Wealth Management Inc. raised 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 valued at $28,000 after buying an additional 574 shares in the last quarter. Quarry LP bought a new stake in shares of Carlyle Group during the 3rd quarter worth about $33,000. Finally, Ameritas Advisory Services LLC acquired a new position in shares of Carlyle Group during the 2nd quarter valued at about $38,000. 55.88% of the stock is currently owned by institutional investors and hedge funds.

Carlyle Group Company Profile

(Get Free Report)

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.