Carlyle Group Inc. $CG Position Raised by Yousif Capital Management LLC

25 Dec 2025, 13:16 by Danessa Lincoln · The Markets Daily

Yousif Capital Management LLC boosted its position in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) by 12.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 84,209 shares of the financial services provider’s stock after buying an additional 9,302 shares during the quarter. Yousif Capital Management LLC’s holdings in Carlyle Group were worth $5,280,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CG. Allworth Financial LP grew 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 worth $26,000 after purchasing an additional 299 shares during the last quarter. WFA of San Diego LLC bought a new stake in Carlyle Group during the second quarter worth approximately $26,000. Geneos Wealth Management Inc. increased its holdings 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. Ameritas Advisory Services LLC acquired a new stake in shares of Carlyle Group during the 2nd quarter valued at $38,000. Finally, LRI Investments LLC bought a new stake in shares of Carlyle Group during the 2nd quarter worth $46,000. 55.88% of the stock is currently owned by institutional investors.

Carlyle Group Stock Up 0.2%

Carlyle Group stock opened at $61.06 on Thursday. The company has a market capitalization of $22.00 billion, a P/E ratio of 34.11, a P/E/G ratio of 1.32 and a beta of 2.06. Carlyle Group Inc. has a 1-year low of $33.02 and a 1-year high of $69.85. The firm’s fifty day simple moving average is $55.70 and its 200-day simple moving average is $58.28. 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 (NASDAQ:CG – Get Free Report) last announced its earnings results on Friday, November 7th. The financial services provider reported $0.98 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.98. Carlyle Group had a return on equity of 23.46% and a net margin of 16.91%.The firm had revenue of $782.50 million during the quarter, compared to analysts’ expectations of $848.51 million. During the same quarter in the prior year, the business earned $0.95 earnings per share. Sell-side analysts forecast that Carlyle Group Inc. will post 4.48 earnings per share for the current fiscal year.

Carlyle Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, November 19th. Investors of record on Monday, November 10th were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Monday, November 10th. Carlyle Group’s dividend payout ratio (DPR) is presently 78.21%.

Analyst Upgrades and Downgrades

A number of analysts have commented on CG shares. JPMorgan Chase & Co. reduced their price objective on shares of Carlyle Group from $68.00 to $66.00 and set a “neutral” rating for the company in a research note on Monday, November 3rd. TD Cowen reduced their price target on shares of Carlyle Group from $78.00 to $77.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Keefe, Bruyette & Woods cut their target price 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. BMO Capital Markets initiated coverage on Carlyle Group in a research report on Friday, October 3rd. They issued an “outperform” rating and a $74.00 target price for the company. Finally, Citigroup dropped their price target on Carlyle Group from $74.00 to $71.00 and set a “buy” rating on the stock in a research report on Monday, November 3rd. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $66.14.

Get Our Latest Research Report on CG

Insiders Place Their Bets

In other Carlyle Group news, Director David M. Rubenstein sold 625,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $56.55, for a total value of $35,343,750.00. Following the completion of the transaction, the director owned 27,999,644 shares of the company’s stock, valued at $1,583,379,868.20. This represents a 2.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 26.30% of the stock is currently owned by company insiders.

Carlyle Group Company Profile

(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.