NEW YORK, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Carlyle Credit Income Fund (“we,” “us,” “our,” “CCIF” or the “Fund”) (NYSE: CCIF) announced today that it will release financial results after market close on Wednesday, November 18, 2026, for its fourth quarter and full year 2026. CCIF will host a conference call at 10:00 a.m. EST on Thursday, November 19, 2026, to discuss the results.
The conference call will be available via public webcast via a link on Carlyle Credit Income Fund’s website at www.carlylecreditincomefund.com and will also be available on the website soon after the call’s completion.
About Carlyle Credit Income Fund
Carlyle Credit Income Fund (NYSE: CCIF) is an externally managed closed-end fund focused on investing in primarily equity and junior debt tranches of collateralized loan obligations ("CLOs"). The CLOs are collateralized by a portfolio consisting primarily of U.S. senior secured loans with a large number of distinct underlying borrowers across various industry sectors. CCIF is externally managed by Carlyle Global Credit Investment Management L.L.C. (“CGCIM”), an SEC-registered investment adviser and wholly owned subsidiary of Carlyle. CCIF draws upon the significant scale and resources of Carlyle as one of the world's largest CLO managers.
Web: www.carlylecreditincomefund.com
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Carlyle AlpInvest. With $485 billion of assets under management as of June 30, 2026, Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and on LinkedIn at The Carlyle Group.
NEW YORK, Oct. 16, 2026 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (“Carlyle Secured Lending”) (NASDAQ: CGBD) will host a conference call at 11:00 a.m. (Eastern Time) on Friday, November 6, 2026 to announce its financial results for the third quarter ended September 30, 2026. The Company will report its quarterly financial results on Thursday, November 5, 2026.
The conference call will be available via public webcast via a link on Carlyle Secured Lending’s website at carlylesecuredlending.com and will also be available on the website soon after the call’s completion.
About Carlyle Secured Lending, Inc.
Carlyle Secured Lending, Inc. is a publicly traded (NASDAQ: CGBD) business development company (“BDC”) which began investing in 2013. The Company focuses on providing directly originated, financing solutions across the capital structure, with a focus on senior secured lending to middle-market companies primarily located in the United States. Carlyle Secured Lending is externally managed by Carlyle Global Credit Investment Management L.L.C., an SEC-registered investment adviser and wholly owned subsidiary of Carlyle.
Web: carlylesecuredlending.com
About Carlyle
Carlyle (“Carlyle,” or the “Adviser”) (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Carlyle AlpInvest. With $485 billion of assets under management as of June 30, 2026, Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
Jason Thomas, Carlyle head of global research and investment strategy, joins 'Squawk Box' to discuss the state of AI financing, details of the firm's warning for the private credit industry when funding the AI boom, and more.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of CGBD, ARCC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Carlyle Group Inc. (NASDAQ: CG - Get Free Report)'s stock price hit a new 52-week low during trading on Wednesday. The stock traded as low as $38.70 and last traded at $37.8980, with a volume of 6599 shares. The stock had previously closed at $38.88. Wall Street Analyst Weigh In A number of brokerages have issued
Cars queue to refuel at a Lukoil fuel station in Moscow, Russia, August 17, 2026. REUTERS/Anastasia Barashkova/File Photo Purchase Licensing Rights, opens new tab
CompaniesLONDON, Oct 9 (Reuters) - US private equity firm Carlyle Group (CG.O), opens new tab said on Friday it was no longer actively pursuing a deal to acquire international assets of Russia's second-largest oil producer Lukoil (LKOH.MM), opens new tab, a spokesman for the firm said.
The group did not comment further.
Sign up here.
The assets were put up for sale last year following sanctions imposed by the United States over Russia's war in Ukraine. Another Russian oil major, Rosneft (ROSN.MM), opens new tab, was also sanctioned, but it has not announced any divestments.
Carlyle had initially agreed on January 29 to buy Lukoil's assets, excluding those in Kazakhstan. The fund was in talks to partner with Abu Dhabi-based funds Mubadala, XRG and IHC, as well as the US Development Finance Corporation for the deal, according to people familiar with the matter.
The Lukoil portfolio, initially valued at around $22 billion, had attracted interest from at least a dozen companies including Exxon Mobil (XOM.N), opens new tab and the former owner of Pornhub, Bernd Bergmair.
The Financial Times reported last month that US billionaire businessman Todd Boehly secured the backing of the US government and Gulf power brokers with ties to Donald Trump's family to bid for Lukoil's international assets.
Reporting by Shadia Nasralla; writing by Vladimir Soldatkin;Editing by Elaine Hardcastle
Our Standards: The Thomson Reuters Trust Principles., opens new tab
WASHINGTON and NEW YORK, Oct. 05, 2026 (GLOBE NEWSWIRE) -- The Carlyle Group Inc. (NASDAQ: CG) announced today that it will release financial results for the third quarter 2026 on Thursday, November 5, 2026, and host a conference call at 8:30 a.m. EST. The conference call will be available via public webcast from the Events & Presentations section of ir.carlyle.com and a replay will also be available after the call’s completion.
Chief Executive Officer Harvey Schwartz, Chief Financial Officer Justin Plouffe, and Head of Public Investor Relations Daniel Harris, will review the results during the call.
The earnings release will be available through all Carlyle channels, including the Earnings Releases section of ir.carlyle.com and the firm’s X and LinkedIn accounts.
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $485 billion of assets under management as of June 30, 2026, Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four continents.
Contacts
Public Investor Relations
Daniel Harris
+1 (212) 813-4527 [email protected]
Carlyle Group Inc. (NASDAQ:CG – Get Free Report) has been assigned an average recommendation of “Hold” from the sixteen research firms that are covering the company, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, seven have issued a hold recommendation and eight have assigned a buy recommendation to the company. The average 12 month price objective among analysts that have covered the stock in the last year is $58.93.
Several research analysts have recently weighed in on the stock. Royal Bank Of Canada dropped their target price on shares of Carlyle Group from $58.00 to $56.00 and set a “sector perform” rating on the stock in a research report on Monday, July 13th. BMO Capital Markets reiterated an “outperform” rating and set a $52.00 price objective on shares of Carlyle Group in a research report on Monday, July 13th. Citigroup reissued an “outperform” rating on shares of Carlyle Group in a research note on Thursday, August 6th. Barclays raised their target price on Carlyle Group from $57.00 to $64.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Finally, UBS Group upped their price target on Carlyle Group from $63.00 to $70.00 and gave the company a “buy” rating in a research report on Thursday, August 6th.
Check Out Our Latest Report on Carlyle Group
Insider Activity at Carlyle Group In related news, Director David Rubenstein sold 400,000 shares of the business’s stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $42.74, for a total transaction of $17,096,000.00. Following the transaction, the director directly owned 26,899,644 shares of the company’s stock, valued at approximately $1,149,690,784.56. The trade was a 1.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 25.40% of the company’s stock. Hedge Funds Weigh In On Carlyle Group A number of hedge funds have recently modified their holdings of the stock. BlackRock Inc. acquired a new stake in Carlyle Group during the second quarter valued at $1,346,848,000. William Blair Investment Management LLC purchased a new stake in shares of Carlyle Group during the 2nd quarter worth about $249,077,000. Geode Capital Management LLC lifted its holdings in shares of Carlyle Group by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 4,999,880 shares of the financial services provider’s stock valued at $294,817,000 after buying an additional 79,134 shares during the last quarter. Norges Bank bought a new stake in shares of Carlyle Group in the 4th quarter valued at approximately $288,257,000. Finally, Legal & General Group Plc acquired a new position in Carlyle Group in the second quarter worth approximately $162,984,000. 55.88% of the stock is owned by institutional investors and hedge funds.
Carlyle Group Price Performance NASDAQ:CG opened at $40.03 on Friday. Carlyle Group has a 52-week low of $38.76 and a 52-week high of $67.30. The firm has a market cap of $14.26 billion, a P/E ratio of 41.70, a PEG ratio of 1.23 and a beta of 1.84. The business’s 50-day moving average price is $45.91 and its 200 day moving average price is $46.31. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 1.91.
Carlyle Group (NASDAQ:CG – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The financial services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.16. Carlyle Group had a return on equity of 22.52% and a net margin of 10.08%.The company had revenue of $1.11 billion for the quarter, compared to analysts’ expectations of $923.50 million. During the same quarter in the prior year, the company earned $0.87 earnings per share. The firm’s revenue was down 28.6% on a year-over-year basis. As a group, sell-side analysts predict that Carlyle Group will post 3.6 earnings per share for the current fiscal year.
Carlyle Group Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Wednesday, August 26th. Stockholders of record on Monday, August 17th were given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Monday, August 17th. Carlyle Group’s dividend payout ratio is 145.83%.
About Carlyle Group (Get Free Report)
The Carlyle Group Inc (NASDAQ:CG) is a global investment firm that manages alternative assets for institutional investors, private wealth clients and other investors. The company invests across private equity, global credit and investment solutions, with strategies spanning corporate, real estate and infrastructure investments.
Carlyle’s investment activities include acquiring and supporting companies through its corporate private equity platform, providing loans and other financing through its credit business, and managing portfolios of private market investments through its investment solutions platform.
See Also Five stocks we like better than Carlyle Group Costco Ends Its Fiscal Year on a High Note, Eyes Big Expansion Cracker Barrel Stock Is Rallying Again, But the Turnaround Still Has a Traffic Problem Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out Oil May Be Stronger Than It Looks—And Diamondback Is on Sale
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
Get a jump start on the US trading day with Dani Burger and Isabelle Lee on "Bloomberg Open Interest." Dani Burger is at Carlyle's Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi.
Carlyle Global Head of Aerospace, Defense and Government Ian Fujiyama spoke with Bloomberg's Dani Burger from the sidelines of Carlyle's Global Investor Conference in Washington. He discussed the wave of investor excitement in defense tech, investing at the edge of innovation, supply-chain resilience, AI in defense, and more.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of CG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Carlyle CEO Harvey Schwartz sees the US economy “doing quite well,” despite uncertainty and inflation, and says the US is at a period where the Federal Reserve will continue to watch the data. Schwartz also discusses the firm's partnership with MIT and his view on growth concerns related to artificial intelligence,.
Global investment firm Carlyle (CG.O) is expanding its reach in Canada through the acquisition of the privately owned Canadian oil and gas company Parallax.
The acquisition is the second in 12 months by Carlyle's energy group, which last year acquired Kiwetinohk Energy for approximately C$1.4 billion.
Carlyle has established a newly formed Canadian company called Avenrock Energy, which has reached a deal to acquire Parallax from Carnelian Energy Capital.
Financial terms of the deal were not disclosed. Sources pegged the total enterprise value of the deal at approximately C$1 billion and said Parallax's gross production is 20,000 boepd.
Parallax is an established Western Canadian company operating in the East Shale Duvernay in Alberta, with approximately 300,000 acres and a substantial production base focused predominantly on light oil and natural gas liquids.
Avenrock aims to establish a significant operating presence in Western Canada, with a focus on the continued development of the Parallax asset base to build out a leading Western Canadian light oil platform, according to a release.
HighTower Advisors LLC decreased its stake in Carlyle Group Inc. (NASDAQ:CG – Free Report) by 31.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,719 shares of the financial services provider’s stock after selling 21,046 shares during the period. HighTower Advisors LLC’s holdings in Carlyle Group were worth $1,925,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in CG. BlackRock Inc. purchased a new position in Carlyle Group in the second quarter worth $1,346,848,000. California State Teachers Retirement System lifted its stake in Carlyle Group by 3,902.5% during the second quarter. California State Teachers Retirement System now owns 12,772,595 shares of the financial services provider’s stock worth $537,854,000 after purchasing an additional 12,453,476 shares during the last quarter. William Blair Investment Management LLC purchased a new position in shares of Carlyle Group in the 2nd quarter worth about $249,077,000. Norges Bank bought a new position in shares of Carlyle Group during the 4th quarter valued at about $288,257,000. Finally, Legal & General Group Plc purchased a new position in shares of Carlyle Group during the 2nd quarter valued at about $162,984,000. 55.88% of the stock is owned by institutional investors.
Analyst Ratings Changes Several analysts have issued reports on CG shares. Keefe, Bruyette & Woods upped their target price on Carlyle Group from $47.00 to $50.00 and gave the stock a “market perform” rating in a research note on Thursday, August 6th. Evercore set a $51.00 price objective on shares of Carlyle Group in a report on Thursday, August 6th. Wall Street Zen raised shares of Carlyle Group from a “sell” rating to a “hold” rating in a research note on Saturday, August 29th. Citizens Jmp lifted 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. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $52.00 price target on shares of Carlyle Group in a research note on Monday, July 13th. Seven equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Carlyle Group has a consensus rating of “Hold” and an average target price of $59.31.
Check Out Our Latest Report on Carlyle Group Carlyle Group Price Performance CG opened at $42.34 on Friday. The company has a debt-to-equity ratio of 1.91, a current ratio of 2.35 and a quick ratio of 2.35. Carlyle Group Inc. has a 1 year low of $39.60 and a 1 year high of $69.85. The stock’s 50 day simple moving average is $46.80 and its 200 day simple moving average is $47.09. The firm has a market cap of $15.09 billion, a price-to-earnings ratio of 44.10, a PEG ratio of 1.31 and a beta of 1.84.
Carlyle Group (NASDAQ:CG – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The financial services provider reported $1.07 earnings per share for the quarter, beating analysts’ consensus estimates of $0.91 by $0.16. Carlyle Group had a return on equity of 22.52% and a net margin of 10.08%.The firm had revenue of $1.11 billion during the quarter, compared to analyst estimates of $923.50 million. During the same quarter in the prior year, the firm posted $0.87 earnings per share. The business’s quarterly revenue was down 28.6% compared to the same quarter last year. As a group, analysts predict that Carlyle Group Inc. will post 3.65 earnings per share for the current year.
Carlyle Group Announces Dividend The company also recently declared a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Monday, August 17th were given a dividend of $0.35 per share. The ex-dividend date of this dividend was Monday, August 17th. This represents a $1.40 annualized dividend and a yield of 3.3%. Carlyle Group’s dividend payout ratio is presently 145.83%.
Insider Activity In other Carlyle Group news, Director David Rubenstein sold 400,000 shares of the business’s stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $42.74, for a total value of $17,096,000.00. Following the transaction, the director owned 26,899,644 shares in the company, valued at approximately $1,149,690,784.56. The trade was a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 25.40% of the company’s stock.
About Carlyle Group (Free Report)
The Carlyle Group Inc (NASDAQ:CG) is a global investment firm that manages alternative assets for institutional investors, private wealth clients and other investors. The company invests across private equity, global credit and investment solutions, with strategies spanning corporate, real estate and infrastructure investments.
Carlyle’s investment activities include acquiring and supporting companies through its corporate private equity platform, providing loans and other financing through its credit business, and managing portfolios of private market investments through its investment solutions platform.
Recommended Stories Five stocks we like better than Carlyle Group Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
Carlyle Group Inc. (NASDAQ:CG – Get Free Report) Director David Rubenstein sold 400,000 shares of the business’s stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $42.74, for a total value of $17,096,000.00. Following the transaction, 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 at the SEC website.
Carlyle Group Stock Performance Shares of NASDAQ:CG opened at $42.34 on Friday. The company has a market capitalization of $15.09 billion, a price-to-earnings ratio of 44.10, a P/E/G ratio of 1.31 and a beta of 1.84. The firm’s 50 day simple moving average is $46.80 and its 200 day simple moving average is $47.09. The company has a debt-to-equity ratio of 1.91, a current ratio of 2.35 and a quick ratio of 2.35. Carlyle Group Inc. has a fifty-two week low of $39.60 and a fifty-two week high of $69.85.
Carlyle Group (NASDAQ:CG – Get Free Report) last issued its earnings results on Tuesday, August 4th. The financial services provider reported $1.07 EPS for the quarter, beating the consensus estimate of $0.91 by $0.16. The firm had revenue of $1.11 billion during the quarter, compared to the consensus estimate of $923.50 million. Carlyle Group had a net margin of 10.08% and a return on equity of 22.52%. The business’s quarterly revenue was down 28.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.87 earnings per share. As a group, sell-side analysts forecast that Carlyle Group Inc. will post 3.65 earnings per share for the current year.
Carlyle Group Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Monday, August 17th were issued a dividend of $0.35 per share. The ex-dividend date was Monday, August 17th. This represents a $1.40 annualized dividend and a yield of 3.3%. Carlyle Group’s payout ratio is currently 145.83%. Institutional Inflows and Outflows A number of hedge funds have recently modified their holdings of the company. WFA of San Diego LLC bought a new stake in Carlyle Group in the 2nd quarter valued at approximately $26,000. Main Street Group LTD acquired a new stake in shares of Carlyle Group in the first quarter valued at approximately $27,000. Geneos Wealth Management Inc. lifted 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 worth $28,000 after purchasing an additional 574 shares in the last quarter. Quarry LP acquired a new position in Carlyle Group during the third quarter worth $33,000. Finally, Allworth Financial LP bought a new position in Carlyle Group in the second quarter valued at $35,000. 55.88% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets Several equities research analysts have issued reports on CG shares. Morgan Stanley set a $57.00 price target on Carlyle Group in a report on Tuesday, July 21st. Barclays boosted their price objective on Carlyle Group from $57.00 to $64.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Citigroup restated an “outperform” rating on shares of Carlyle Group in a report on Thursday, August 6th. Royal Bank Of Canada cut their price target on shares of Carlyle Group from $58.00 to $56.00 and set a “sector perform” rating on the stock in a research note on Monday, July 13th. Finally, TD Cowen reissued a “hold” rating on shares of Carlyle Group in a research report on Thursday, August 6th. Seven investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Carlyle Group currently has an average rating of “Hold” and an average target price of $59.31.
Get Our Latest Report on CG
About Carlyle Group (Get Free Report)
The Carlyle Group Inc (NASDAQ:CG) is a global investment firm that manages alternative assets for institutional investors, private wealth clients and other investors. The company invests across private equity, global credit and investment solutions, with strategies spanning corporate, real estate and infrastructure investments.
Carlyle’s investment activities include acquiring and supporting companies through its corporate private equity platform, providing loans and other financing through its credit business, and managing portfolios of private market investments through its investment solutions platform.
See Also Five stocks we like better than Carlyle Group Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
Category Leader Launches Autonomous AI Development Platform to Bring Compounding and Iterative Agentic Capabilities to Supply Chain, Readiness, and Trade Management
, /PRNewswire/ -- Exiger, a market-leading supply chain AI company, in partnership with investors Carlyle, Insight Partners, and JMI Equity, today announced its complete AI transformation with the AI-native 1Exiger release, a significant upgrade to the 1Exiger tech stack that is designed to allow customers to harness the agility of AI for supply chain, procurement, and compliance tasks. 1EXIGER.AI, 1Exiger's enhanced AI execution layer, is built on Exiger's new AI product development lifecycle (AI-PDLC), enabling continuous development, deployment, and scale while leveraging Exiger's leading data, domain expertise and secure infrastructure.
Following the $1.2 billion investment led by Carlyle, Insight Partners, and JMI Equity in 2023, Exiger completed three acquisitions that significantly expanded its proprietary data assets beyond the commercially available data typically used by large language models (LLMs) and off-the-shelf tools. Since then, Exiger has pursued continuous innovation and, at the beginning of this year, embarked on a complete AI-led replatform of its business.
"With the AI-PDLC, we were able to rapidly execute this platform upgrade, integrating the most advanced agentic AI capabilities in just months and creating a platform for the ongoing release of new functionality on a daily and even hourly basis. 1Exiger will be like the smartphone of supply chain, readiness, and trade management, with new versions seamlessly deployed for an ever-improving experience," said Exiger CEO Brandon Daniels. "This product development platform and built-in supply chain data universe obliterates the 'build vs. buy' decision for the supply chain, acquisition, and procurement communities, giving them the data they need and the tooling that allows them to use it effortlessly."
Exiger's flagship product, 1Exiger, has evolved from a leading supply chain risk solution into a centralized AI platform that helps organizations manage their operating network, from parts to suppliers, regulators, and customers, through an autonomous agentic workforce that learns, adapts, and augments with every decision. This AI-native release hardens Exiger's market position, combining the largest supply chain knowledge asset with three trillion data points, deep expertise from long-term, complex use cases, and trusted deployment in highly regulated environments. That market dominance took years and hundreds of millions in investment to achieve, creating an entrenched differentiator over competitors and new entrants.
"Our capacity to revolutionize markets by building fit-for-purpose tooling and proprietary data into cutting-edge agentic workflows will allow us to not only dominate our core supply chain, readiness, trade compliance, and procurement markets, but also stretch into new ones," said Daniels. "With the AI-PDLC, Exiger can do with a few hundred Experience Builders, a new role we've created aligned with AI-Native development, and engineers what companies with 10,000 staff engineers do. We're operating at the bleeding edge. The customers building alongside us retain their own data while leveraging Exiger's competitive advantage to create and own their AI future."
The AI-PDLC automates each stage of development with AI now writing 95% of first-generation code and seamlessly integrates with Exiger's secure CI/CD pipeline on top of the world's largest proprietary dataset in supply chain, defense, and corporate intelligence. It has radically improved the speed, cost, and scale of Exiger's AI development, compressing what was estimated to be a three-year, $180 million upgrade into a four-month, $20 million sprint, and positioning Exiger as the AI partner for organizations looking to act first and beat the market with pioneering supply chain and procurement automation.
"Exiger's AI transformation reflects a forward-looking approach to innovation and a commitment to continually rethinking conventional approaches. The timing of this release is particularly compelling as defense and government customers are increasingly demanding sophisticated AI capabilities for supply chain mapping and decision-making. We believe Exiger is well positioned to meet this growing demand," said Steve Bailey, Partner at Carlyle and Chairman of Exiger's Board of Directors, and Dayne Baird, Partner at Carlyle and Board Member.
"Exiger's AI-driven innovation engine generates durable moat, almost at-will, and their AI-PDLC is among the most advanced in the market, inside or outside of Silicon Valley," said Ryan Hinkle, Managing Director at Insight Partners and Board Member. "Achieving 50% core market growth this year only reinforces our strong conviction in the Exiger team and what they're building."
"Rather than defend legacy approaches, Exiger embraced its philosophy of innovation-led transformation and reinvented its business ahead of the market," said Bob Nye, Partner at JMI Equity and Board Member. "In doing so, the company has created a blueprint for how category leaders can harness AI to unlock new avenues of growth. We believe Exiger represents a compelling model for AI-native transformation across the JMI portfolio."
About Exiger
Exiger is the AI partner for supply chain and procurement automation. Its centralized 1EXIGER.AI platform allows organizations to manage their entire operating network, from parts to suppliers, regulators, and customers, through an autonomous agentic workforce that learns, adapts, and augments with every decision. The AI-native platform combines the largest supply chain knowledge asset with three trillion data points, deep expertise from long-term, complex use cases, and trusted deployment in highly regulated environments. Exiger is taking 550+ global customers, including 150 Fortune 500 and 80+ government and defense industrial organizations, to the bleeding edge, empowering them to act first in the AI era. FedRAMP® authorized, 2x Leader in Gartner® Magic Quadrant™ for Supplier Risk Management, and multiple patent holder, Exiger is recognized by 50+ tech awards and analyst evaluations. Learn more at Exiger.com and follow Exiger on LinkedIn.
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $485 billion of assets under management as of June 30, 2026, Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
About Insight Partners
Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of December 31, 2025, the firm has over $90B in regulatory assets under management. Insight Partners has invested in more than 900 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has a global presence with leadership in London, Tel Aviv, and the Bay Area. Insight's mission is to find, fund, and work successfully with visionary executives, providing them with tailored, hands-on software expertise along their growth journey, from their first investment to IPO. For more information on Insight and all its investments, visit insightpartners.com or follow us on X @insightpartners.
About JMI Equity
Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth. For more than three decades, JMI has partnered with founder-owners and management teams across market cycles to accelerate growth and build their companies into industry leaders. With offices in San Diego, Washington, D.C., and Baltimore, JMI has invested in nearly 200 businesses in its target markets. As of December 2025, the firm's portfolio represents over $11 billion in combined revenue, $90 billion in aggregate enterprise value, and 40,000 jobs. To learn more, visit www.jmi.com.
Hsbc Holdings PLC lifted its position in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) by 33.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 283,206 shares of the financial services provider’s stock after acquiring an additional 71,039 shares during the quarter. Hsbc Holdings PLC owned 0.08% of Carlyle Group worth $11,914,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently modified their holdings of CG. WFA of San Diego LLC purchased a new stake in shares of Carlyle Group in the second quarter valued at approximately $26,000. Main Street Group LTD purchased a new position in Carlyle Group during the first quarter worth approximately $27,000. Geneos Wealth Management Inc. boosted its stake 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 buying an additional 574 shares during the last quarter. Quarry LP purchased a new stake in Carlyle Group in the 3rd quarter valued at $33,000. Finally, Allworth Financial LP acquired a new stake in shares of Carlyle Group in the 2nd quarter worth $35,000. Hedge funds and other institutional investors own 55.88% of the company’s stock.
Carlyle Group Price Performance Shares of CG opened at $45.95 on Wednesday. The company has a debt-to-equity ratio of 1.91, a current ratio of 2.35 and a quick ratio of 2.35. Carlyle Group Inc. has a 1-year low of $39.60 and a 1-year high of $69.85. The stock has a market cap of $16.37 billion, a PE ratio of 47.87, a price-to-earnings-growth ratio of 1.44 and a beta of 1.84. The firm has a fifty day moving average price of $46.77 and a 200 day moving average price of $47.26.
Carlyle Group (NASDAQ:CG – Get Free Report) last posted its earnings results on Tuesday, August 4th. The financial services provider reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $0.91 by $0.16. Carlyle Group had a return on equity of 22.52% and a net margin of 10.08%.The business had revenue of $1.11 billion for the quarter, compared to analysts’ expectations of $923.50 million. During the same quarter in the previous year, the firm earned $0.87 earnings per share. The business’s revenue was down 28.6% compared to the same quarter last year. As a group, sell-side analysts anticipate that Carlyle Group Inc. will post 3.69 EPS for the current year. Carlyle Group Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Monday, August 17th were given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend was Monday, August 17th. Carlyle Group’s dividend payout ratio (DPR) is presently 145.83%.
Analyst Upgrades and Downgrades Several research analysts have recently weighed in on CG shares. Evercore set a $51.00 price target on shares of Carlyle Group in a research report on Thursday, August 6th. BMO Capital Markets reaffirmed an “outperform” rating and set a $52.00 target price on shares of Carlyle Group in a research note on Monday, July 13th. Royal Bank Of Canada dropped their price target on shares of Carlyle Group from $58.00 to $56.00 and set a “sector perform” rating for the company in a research note on Monday, July 13th. Citizens Jmp raised their price target on shares of Carlyle Group from $70.00 to $73.00 and gave the stock a “market outperform” rating in a report on Thursday, August 6th. Finally, UBS Group upped their price objective on Carlyle Group from $63.00 to $70.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Seven research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $59.31.
View Our Latest Report on Carlyle Group
Carlyle Group 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.
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.
Featured Articles Five stocks we like better than Carlyle Group Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
Key Takeaways CG is expanding its wealth platform to broaden private-market access for advisors and high-net-worth clients.MAI Capital and Intelliflo add wealth-management distribution and technology capabilities to CG's platform.Carlyle targets more than $2.8 billion in management fees by 2028, up from $2.2 billion in 2025. The Carlyle Group Inc. (CG - Free Report) is expanding its wealth-management business to support fee revenue growth. The company’s segment fee revenues expanded at a 5.7% compound annual growth rate (CAGR) during 2022-2025 and continued to increase in the first half of 2026. As of June 30, 2026, fund management fees represented 73.7% of total segment fee revenues. Expanding its reach among wealth clients and advisors represents an important opportunity for CG to broaden the base supporting future management-fee growth.
To capitalize on this opportunity, Carlyle is expanding its Global Wealth platform to make its private-market strategies more accessible to high-net-worth investors, financial advisors and other wealth clients. The company is strengthening this channel through acquisitions that add both distribution capabilities and technology.
In June 2026, the company completed the acquisition of a majority stake in MAI Capital Management, giving it a direct presence in the advisor-led wealth-management market. The transaction provides CG with a platform to expand its wealth client base and pursue further opportunities in the registered investment adviser market. Earlier, in December 2025, it also acquired Intelliflo from Invesco, adding wealthtech capabilities and digital infrastructure to its platform.
Carlyle is also expanding its wealth reach through partnerships. In April 2026, the company expanded its partnership with SEI to develop private-market solutions for wealth and retirement investors. Earlier, in June 2025, CG partnered with UBS Group’s Unified Global Alternatives business to develop an open-ended private-equity secondaries solution for wealth clients. These partnerships can expand its distribution reach and provide greater access to wealth clients and advisors.
These efforts are expected to strengthen Carlyle’s wealth and retirement business and support future fundraising. The company is targeting more than $2.8 billion in management fees by 2028 compared with $2.2 billion in 2025. Management expects wealth and retirement to account for 20% of more than $200 billion in targeted inflows through 2028. Higher inflows from these channels could increase fee-generating assets and support management-fee revenue growth.
Overall, the company is strengthening its wealth business through acquisitions, technology and partnerships. By expanding access to private-market strategies and broadening its distribution reach, these efforts can drive higher fundraising and fee-generating assets. This expansion will support management-fee growth and create additional avenues for fee revenue growth.
Other Finance Firms Expanding Wealth Management CapabilitiesOther financial firms, including Goldman Sachs (GS - Free Report) and SouthState Bank (SSB - Free Report) , are also expanding their wealth-management businesses to strengthen fee-based revenue and diversify growth.
Goldman Sachs is expanding its Asset & Wealth Management business through acquisitions and new investment offerings. Recent moves, including the acquisitions of Innovator Capital Management and Industry Ventures and the planned acquisitions of NEOS Investments and LCN Capital Partners, are broadening its product capabilities and wealth-management reach. Goldman Sachs’ earnings are projected to rise 13.2% over the next three to five years.
Similarly, SouthState Bank is expanding its wealth-management platform through acquisitions and advisor investments. Trust and investment services income expanded at a 14.6% CAGR during 2021-2025, with growth continuing in the first half of 2026. The Independent Bank acquisition added Private Capital Management, while its merger with SouthState Advisory further strengthened wealth capabilities. SouthState Bank expects fee income to reach 55-60 basis points of average assets in 2026.
Carlyle’s Price Performance & Zacks RankOver the past six months, CG shares have lost 3.8% against the industry’s 15.3% growth.
Image Source: Zacks Investment Research
Currently, Carlyle carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A SPECIAL WELCOME GIFT FROM ZACKS.COM Zacks' 7 Strongest Buys for September, 2026 See our "best of the best" short-term stocks. Hand-picked from 220 new Strong Buys, they could be the most profitable stocks you own over the next 90 days. Recent picks have climbed as much as +97.3% within 30 days. Our new recommendations may soar just as high.
A SPECIAL WELCOME GIFT FROM ZACKS.COM Zacks' 7 Strongest Buys for September, 2026 See our "best of the best" short-term stocks. Hand-picked from 220 new Strong Buys, they could be the most profitable stocks you own over the next 90 days. Recent picks have climbed as much as +97.3% within 30 days. Our new recommendations may soar just as high. Today's market dip makes now an ideal time to get in.
loading...
Primed to grow right now with long-term potential gains of 2X and more.
Primed to grow right now with long-term potential gains of 2X and more.
The pharmaceutical industry continues to grow thanks to an aging population and rising demand for new treatments. Which pharma stocks are best?
The pharmaceutical industry continues to grow thanks to an aging population and rising demand for new treatments. Which pharma stocks are best?
The airline industry covers a wide range of business models and opportunities. See our picks for the Best Airline Stocks to buy now.
The airline industry covers a wide range of business models and opportunities. See our picks for the Best Airline Stocks to buy now.
Here are our picks for the best publicly traded companies in the cryptocurrency business.
Here are our picks for the best publicly traded companies in the cryptocurrency business.
This oil and natural gas company has seen the Zacks Consensus Estimate for its current year earnings increase 241.2% over the last 60 days.
This oil and natural gas company has seen the Zacks Consensus Estimate for its current year earnings increase 241.2% over the last 60 days.
SPCX briefly reclaimed a $2 trillion market cap as Starlink growth, launch dominance and AI ambitions fueled investor optimism despite execution risks.
SPCX briefly reclaimed a $2 trillion market cap as Starlink growth, launch dominance and AI ambitions fueled investor optimism despite execution risks.
The consensus for today is expected to show August jobs up 55,000 (up 53K in the private sector and 2K in the public sector), while the unemployment rate is forecast at 4.2%.
The consensus for today is expected to show August jobs up 55,000 (up 53K in the private sector and 2K in the public sector), while the unemployment rate is forecast at 4.2%.
Amazon, AbbVie and Alibaba face contrasting growth drivers and challenges, from AI investment and drug launches to costly spending cycles.
Amazon, AbbVie and Alibaba face contrasting growth drivers and challenges, from AI investment and drug launches to costly spending cycles.
›
‹
Featured Zacks Rank Stocks Learn to Profit from the Zacks Rank
#1 Rank After transitioning from a crypto miner to an AI company, things are looking good.
#5 Rank Tobacco stocks have had a bit of a resurgence with the introduction of new products but analysts are starting to pump the b
Zacks #1 Rank Top Movers for Zacks #1 Rank Top Movers Zacks #1 Rank Top Movers for Value Growth Momentum VGM Income Company Symbol Price %Chg Motorsport... MSGM 4.45 +10.70% EuroDry EDRY 56.06 +7.70% Abercrombie... ANF 149.56 +4.19% TAL Educati... TAL 12.40 +3.42% Polaris PII 63.10 +3.29% Zacks #1 Rank Top Movers7/16 The Zacks #1 Rank List is the best place to start your stock search each morning. It's made up of the top 5% of stocks with the most potential. Each weekday, you can quickly see the Zacks #1 Rank Top Movers from Value to Growth, Momentum and Income, even VGM Score.
Go to Zacks Rank #1 Top Movers
Full Zacks #1 Rank List8/16 You can see the full Zacks #1 Rank List or narrow it down to Zacks #1 Rank Stocks with a Value, Growth, Momentum or Income Style Score of A or B. Plus, you can see the Zacks #1 Rank Stocks with a VGM of A or B. You can also sort the list with criteria you choose, view Additions and Deletions by day, and Performance.
Symbol Time Expected Reported %Surprise CURV 16:06 -0.03 -0.04 -33.33 VBNK 07:04 0.34 0.27 -20.59 LE 06:46 0.10 0.09 -10.00 CPB 07:15 0.40 0.39 -2.50 EPS Negative Surprises for Sep 04, 2026
Upcoming Earnings ESP View More Symbol ESP Most Accurate Estimate Consensus Estimate AVO 21.74% 0.14 0.12 INNV 5.88% 0.09 0.09 LMNR 5.26% 0.20 0.19 Featured Stock Picks
Best Airline Stocks to Buy Now September 2026 The airline industry covers a wide range of business models and opportunities. See our picks for the Best Airline Stocks to buy now.
Best Crypto Stocks to Buy for September 2026 Here are our picks for the best publicly traded companies in the cryptocurrency business.
Best Pharmaceutical Stocks to Buy for September 2026 The pharmaceutical industry continues to grow thanks to an aging population and rising demand for new treatments. Which pharma stocks are best?
Best Biotech Stocks to Buy for September 2026 Biotech stocks are one of the most dynamic sectors in the market, combining scientific innovation with substantial financial opportunity. Here are some top current buys.
Best Gold Stocks to Buy for September 2026 Gold stocks, or shares of companies involved in mining or streaming the precious metal, offer investors a way to participate indirectly in gold price booms.
NEW YORK--(BUSINESS WIRE)--Carlyle (NASDAQ: CG) and Dynasty Equity today announced the closing of their minority investments in the Seattle Seahawks in support of the Khosla family's purchase of the team. The investments received approval from the National Football League (“NFL”) at the Special League Meeting on Wednesday, August 26. “The Seattle Seahawks are a special franchise with a deeply engaged fan base and strong roots in the Pacific Northwest,” said Ben Fund, Partner at Carlyle. “Our ex.
Investors with an interest in Financial - Investment Management stocks have likely encountered both Invesco (IVZ) and Carlyle Group (CG). But which of these two stocks presents investors with the better value opportunity right now?
Carlyle (CG.O) and Bain are among private equity funds preparing to bid for a minority stake in a company holding the international media rights of Serie A, three sources familiar with the matter told Reuters, in the latest attempt from Italy's top-flight soccer league to bring in outside investors.
Oaktree - the owner of Serie A's reigning champions Inter Milan - and Italian private equity firm Nextalia are also among those expected to bid, the people said.
Binding bids for the unit, which would also hold Serie A's betting and sponsorship business abroad, are due by September 4, the sources said.
Earlier this year, Serie A's adviser JP Morgan started sounding out several private equity funds over the potential stake sale, Reuters reported in April.
Investors are expected to submit binding offers for a 10% to 20% stake in the venture, which generates around €200 million ($231.66 million) in core earnings and could be valued at €3 billion to €4 billion, the people said.
Serie A, Carlyle, Bain, Oaktree and Nextalia declined to comment. JP Morgan did not immediately reply to a request for comment.
Serie A explored a similar plan in 2021 to sell a stake in its more lucrative domestic media unit, but talks collapsed after the league’s 20 clubs failed to reach the required majority to approve a deal.
At that time, it considered the sale of a 10% stake in the unit to a consortium led by CVC (CVC.AS) but the €1.7 billion deal failed to gain the required support from the clubs.
Any stake sale in Serie A's media businesses would need the backing of at least 14 out of 20 clubs comprising the league.
Home to Inter Milan, AC Milan and Juventus (JUVE.MI), the Italian league has been struggling in recent years to sell its media rights abroad, as broadcasters' interest dwindled due to a crowded fixture list dominated by the expanded UEFA Champions League and the popularity of England's Premier League.
The Serie A international media unit generates sales of around €250 million a year, a fraction of those generated by England's Premier League and Spain's LaLiga, according to data from European soccer body UEFA.
The stake sale would mirror private equity investments completed in other European leagues, including Spain and France, where investors have taken minority stakes in the domestic media rights businesses.
Bank of New York Mellon Corp acquired a new position in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,007,599 shares of the financial services provider’s stock, valued at approximately $84,540,000. Bank of New York Mellon Corp owned 0.56% of Carlyle Group as of its most recent SEC filing.
Several other institutional investors also recently modified their holdings of the stock. AQR Capital Management LLC increased its stake in Carlyle Group by 937.5% in the first quarter. AQR Capital Management LLC now owns 57,335 shares of the financial services provider’s stock valued at $2,499,000 after purchasing an additional 51,809 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of Carlyle Group by 40.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,144,974 shares of the financial services provider’s stock valued at $49,909,000 after buying an additional 332,533 shares during the period. Empowered Funds LLC increased its position in shares of Carlyle Group by 3.4% in the 1st quarter. Empowered Funds LLC now owns 48,237 shares of the financial services provider’s stock valued at $2,103,000 after buying an additional 1,579 shares in the last quarter. Focus Partners Wealth raised its stake in Carlyle Group by 27.4% during the 1st quarter. Focus Partners Wealth now owns 5,434 shares of the financial services provider’s stock worth $237,000 after buying an additional 1,169 shares during the period. Finally, Geneos Wealth Management Inc. lifted 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 worth $28,000 after acquiring an additional 574 shares in the last quarter. 55.88% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades CG has been the subject of several recent analyst reports. TD Cowen restated a “hold” rating on shares of Carlyle Group in a report on Thursday, August 6th. Barclays upped their price objective on Carlyle Group from $57.00 to $64.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Cfra downgraded Carlyle Group to a “sell” rating and set a $45.00 price target for the company. in a research report on Friday, May 8th. BMO Capital Markets reissued an “outperform” rating and issued a $52.00 price objective on shares of Carlyle Group in a research report on Monday, July 13th. Finally, Evercore set a $51.00 target price on shares of Carlyle Group in a report on Thursday, August 6th. Seven equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $59.31.
View Our Latest Analysis on CG Carlyle Group Trading Down 0.4% NASDAQ CG opened at $48.92 on Wednesday. Carlyle Group Inc. has a 12 month low of $39.60 and a 12 month high of $69.85. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 1.91. The stock has a 50 day moving average of $45.82 and a 200-day moving average of $47.83. The company has a market cap of $17.43 billion, a PE ratio of 50.96, a PEG ratio of 1.50 and a beta of 1.83.
Carlyle Group (NASDAQ:CG – Get Free Report) last issued its earnings results on Tuesday, August 4th. The financial services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.91 by $0.16. The business had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $923.50 million. Carlyle Group had a net margin of 10.08% and a return on equity of 22.52%. The firm’s revenue for the quarter was down 28.6% on a year-over-year basis. During the same period in the previous year, the company earned $0.87 earnings per share. On average, equities research analysts anticipate that Carlyle Group Inc. will post 3.69 EPS for the current fiscal year.
Carlyle Group Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Monday, August 17th will be issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, August 17th. Carlyle Group’s dividend payout ratio is presently 145.83%.
About Carlyle Group (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.
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.
Recommended Stories Five stocks we like better than Carlyle Group Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
Carlyle Secured Lending remains a compelling "Buy" with a 12% yield and a 27% discount to NAV. CGBD's portfolio is largely senior secured, highly diversified, and maintains a low 0.6% non-accrual rate by fair value. Joint ventures are delivering high-teens returns and are expected to drive earnings growth as transaction activity recovers.
Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock NewsBond market volatility prompts Treasury action: U.S. bond yields edge
Algebris UK Ltd. purchased a new position in Carlyle Group Inc. (NASDAQ: CG) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,923,159 shares of the financial services provider's stock, valued at approximately $80,729,000. Carlyle Group accounts for about 5.3%
NEW YORK, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Carlyle Credit Income Fund (“we,” “us,” “our,” “CCIF” or the “Fund”) (NYSE: CCIF) today announced its financial results for its third quarter ending June 30, 2026. The full detailed presentation of the Fund’s third quarter 2026 financial results can be viewed on the Fund’s website (https://www.carlylecreditincomefund.com/investor-dashboard).
“In the third quarter, we remained focused on long-term value creation as the CLO equity market showed signs of stabilizing following the volatility earlier in the year,” said Nishil Mehta, CCIF’s Principal Executive Officer and President. “The pace of spread compression may be moderating, and underlying credit fundamentals across the portfolio remained broadly stable. We maintained our monthly dividend of $0.06 per share, which we believe remains well supported by core net investment income. During the quarter, we completed three refinancings and resets within the underlying portfolio, extending reinvestment periods and reducing financing costs. Looking ahead, we remain focused on disciplined underwriting, active portfolio management, and investing alongside experienced CLO managers as we seek to capitalize on opportunities across the evolving CLO market.”
Over the past quarter, the Fund has successfully:
Declared a monthly dividend of $0.06 cents through November 2026, equating to a 24.9% annualized dividend based on share price as of August 17, 2026.Funded $11.9 million in new CLO investments with a weighted average GAAP yield of 12.96% as of June 30, 2026. The aggregate portfolio weighted average GAAP yield was 10.44% as of June 30, 2026. Net investment income was $0.07 per common share, adjusted net investment income was $0.09 per common share, and core net investment income was $0.25 per common share for the third quarter of 2026. Adjusted Net Investment Income Per Common Share and Core Net Investment Income Per Common Share are Non-GAAP financial measures described in further detail below. Net asset value per common share was $3.32 as of June 30, 2026. The total fair value of investments was $118.9 million as of June 30, 2026.
Dividends
CCIF is declaring a monthly dividend on shares of the Fund’s common stock of $0.06 per share for September, October, and November 2026.
SecurityAmount per ShareRecord DatesPayable DatesCommon Stock
$0.06
September 18, 2026September 30, 2026October 20, 2026October 30, 2026November 17, 2026November 30, 2026
CCIF is also pleased to announce the declaration of dividends on shares of the Fund’s 7.375% Series D Term Preferred Shares of $0.1536 per share for September, October, and November 2026.
SecurityAmount per ShareRecord DatesPayable DatesSeries D Preferred Shares
$0.1536
September 18, 2026September 30, 2026October 20, 2026October 30, 2026November 17, 2026November 30, 2026
Conference Call
The Fund will host a conference call at 10:00 a.m. EDT on Thursday, August 20, 2026, to discuss its third quarter financial results. Please register for the conference call here. The conference call information will also be available via a link on Carlyle Credit Income Fund’s website and the recording will be available on our website soon after the call’s completion.
Non-GAAP Financial Measures
On a supplemental basis, we are disclosing Adjusted Net Investment Income Per Common Share and Core Net Investment Income Per Common Share, which are calculated and presented on a basis other than in accordance with GAAP (“non-GAAP”). We use these non-GAAP financial measures internally to analyze and evaluate financial results and performance, and we believe these non-GAAP financial measures are useful to investors gauging the quality of the Fund's financial performance, identifying trends in its results and providing meaningful period-to-period comparisons. The presentation of this non-GAAP measure is not intended to be a substitute for financial results prepared in accordance with GAAP and should not be considered in isolation.
About Carlyle Credit Income Fund
Carlyle Credit Income Fund (NYSE: CCIF) is an externally managed closed-end fund focused on investing in primarily equity and junior debt tranches of collateralized loan obligations (“CLOs”). The CLOs are collateralized by a portfolio consisting primarily of U.S. senior secured loans with a large number of distinct underlying borrowers across various industry sectors. CCIF is externally managed by Carlyle Global Credit Investment Management L.L.C. (“CGCIM”), an SEC-registered investment adviser and wholly owned subsidiary of Carlyle. CCIF draws upon the significant scale and resources of Carlyle as one of the world's largest CLO managers.
This press release may contain forward-looking statements that involve substantial risks and uncertainties. You can identify these statements by the use of forward-looking terminology such as “anticipates,” “believes,” “expects,” “intends,” “will,” “should,” “may,” “plans,” “continue,” “believes,” “seeks,” “estimates,” “would,” “could,” “targets,” “projects,” “outlook,” “potential,” “predicts” and variations of these words and similar expressions to identify forward-looking statements, although not all forward-looking statements include these words. You should read statements that contain these words carefully because they discuss our plans, strategies, prospects and expectations concerning our business, operating results, financial condition and other similar matters. We believe that it is important to communicate our future expectations to our investors. There may be events in the future, however, that we are not able to predict accurately or control. You should not place undue reliance on these forward-looking statements, which speak only as of the date on which we make it. Factors or events that could cause our actual results to differ, possibly materially from our expectations, include, but are not limited to, the risks, uncertainties and other factors we identify in the sections entitled “Risk Factors” and “Cautionary Statement Regarding Forward-Looking Statements” in filings we make with the Securities and Exchange Commission, and it is not possible for us to predict or identify all of them. We undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Investors with an interest in Financial - Investment Management stocks have likely encountered both Invesco (IVZ) and Carlyle Group (CG). But which of these two stocks offers value investors a better bang for their buck right now?
Buckland Partners Management Co LLC purchased a new stake in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 54,400 shares of the financial services provider’s stock, valued at approximately $2,291,000. Carlyle Group comprises about 1.1% of Buckland Partners Management Co LLC’s portfolio, making the stock its 27th biggest holding.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CG. Allworth Financial LP raised its stake in Carlyle Group by 32.3% during the 4th quarter. Allworth Financial LP now owns 721 shares of the financial services provider’s stock valued at $43,000 after buying an additional 176 shares during the last quarter. Kestra Advisory Services LLC boosted its stake in shares of Carlyle Group by 1.2% in the 4th quarter. Kestra Advisory Services LLC now owns 15,637 shares of the financial services provider’s stock worth $924,000 after buying an additional 184 shares during the last quarter. Larson Financial Group LLC grew its holdings in shares of Carlyle Group by 6.0% in the third quarter. Larson Financial Group LLC now owns 3,483 shares of the financial services provider’s stock worth $218,000 after acquiring an additional 196 shares during the period. Robertson Stephens Wealth Management LLC increased its position in Carlyle Group by 3.1% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 6,595 shares of the financial services provider’s stock valued at $390,000 after acquiring an additional 199 shares during the last quarter. Finally, Commerce Bank boosted its position in Carlyle Group by 4.3% in the fourth quarter. Commerce Bank now owns 5,161 shares of the financial services provider’s stock worth $305,000 after purchasing an additional 212 shares during the last quarter. Institutional investors own 55.88% of the company’s stock.
Carlyle Group Trading Down 1.5% Carlyle Group stock opened at $48.54 on Tuesday. Carlyle Group Inc. has a 1 year low of $39.60 and a 1 year high of $69.85. The firm’s 50 day moving average price is $45.41 and its 200-day moving average price is $48.27. The company has a debt-to-equity ratio of 1.91, a current ratio of 2.35 and a quick ratio of 2.35. The stock has a market cap of $17.30 billion, a P/E ratio of 50.56, a PEG ratio of 1.49 and a beta of 1.82.
Carlyle Group (NASDAQ:CG – Get Free Report) last issued its earnings results on Tuesday, August 4th. The financial services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.91 by $0.16. The firm had revenue of $1.11 billion during the quarter, compared to analyst estimates of $923.50 million. Carlyle Group had a net margin of 10.08% and a return on equity of 22.52%. Carlyle Group’s revenue for the quarter was down 28.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.87 earnings per share. On average, equities analysts predict that Carlyle Group Inc. will post 3.68 earnings per share for the current fiscal year. Carlyle Group Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Monday, August 17th will be given a dividend of $0.35 per share. The ex-dividend date is Monday, August 17th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 2.9%. Carlyle Group’s dividend payout ratio (DPR) is presently 145.83%.
Wall Street Analyst Weigh In A number of equities analysts recently issued reports on CG shares. Weiss Ratings raised shares of Carlyle Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, August 11th. Evercore set a $51.00 price target on shares of Carlyle Group in a research report on Thursday, August 6th. Wall Street Zen downgraded shares of Carlyle Group from a “hold” rating to a “sell” rating in a research report on Saturday, May 16th. TD Cowen reaffirmed a “hold” rating on shares of Carlyle Group in a report on Thursday, August 6th. Finally, Barclays boosted their price target on Carlyle Group from $57.00 to $64.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Seven research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $59.31.
View Our Latest Report on CG
Carlyle Group 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.
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.
Featured Stories Five stocks we like better than Carlyle Group Commodities Are Booming, But These 3 ETFs Tell Different Stories 3 Active ETFs Making Big Moves in August This ETF Is Outperforming by Avoiding the S&P 500’s Biggest Problem Birkenstock Beats the Skeptics—But Not on EPS
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
Bank of America Corp DE lowered its stake in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) by 10.2% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,338,807 shares of the financial services provider’s stock after selling 151,757 shares during the quarter. Bank of America Corp DE owned approximately 0.37% of Carlyle Group worth $64,785,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CG. WFA of San Diego LLC bought a new position in shares of Carlyle Group during the 2nd quarter valued at approximately $26,000. Quarry LP bought a new stake in shares of Carlyle Group in the 3rd quarter worth approximately $33,000. Main Street Group LTD purchased a new position in Carlyle Group in the first quarter valued at approximately $27,000. Brown Brothers Harriman & Co. bought a new position in Carlyle Group during the third quarter valued at $41,000. Finally, Geneos Wealth Management Inc. increased its position in Carlyle Group by 755.3% in the first quarter. Geneos Wealth Management Inc. now owns 650 shares of the financial services provider’s stock worth $28,000 after buying an additional 574 shares during the last quarter. 55.88% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades A number of brokerages have recently commented on CG. Barclays upped their price target on Carlyle Group from $57.00 to $64.00 and gave the company an “overweight” rating in a research report on Thursday. Citizens Jmp lifted their price objective on Carlyle Group from $70.00 to $73.00 and gave the stock a “market outperform” rating in a report on Thursday, August 6th. Keefe, Bruyette & Woods upped their price objective on shares of Carlyle Group from $47.00 to $50.00 and gave the company a “market perform” rating in a report on Thursday, August 6th. Wall Street Zen downgraded shares of Carlyle Group from a “hold” rating to a “sell” rating in a research note on Saturday, May 16th. Finally, Cfra lowered shares of Carlyle Group to a “sell” rating and set a $45.00 price target on the stock. in a research report on Friday, May 8th. Seven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $59.79.
Read Our Latest Stock Report on Carlyle Group
Carlyle Group Stock Performance Shares of CG opened at $47.80 on Tuesday. The company has a debt-to-equity ratio of 1.91, a quick ratio of 2.55 and a current ratio of 2.35. The stock has a market capitalization of $17.21 billion, a price-to-earnings ratio of 49.79, a price-to-earnings-growth ratio of 1.77 and a beta of 1.82. Carlyle Group Inc. has a 52-week low of $39.60 and a 52-week high of $69.85. The stock’s 50-day simple moving average is $44.84 and its 200 day simple moving average is $48.70.
Carlyle Group (NASDAQ:CG – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The financial services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.16. The firm had revenue of $1.11 billion for the quarter, compared to analysts’ expectations of $923.50 million. Carlyle Group had a return on equity of 22.52% and a net margin of 10.08%.The company’s revenue was down 28.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.87 earnings per share. Research analysts forecast that Carlyle Group Inc. will post 3.65 EPS for the current fiscal year.
Carlyle Group Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Monday, August 17th will be issued a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Monday, August 17th. Carlyle Group’s dividend payout ratio (DPR) is presently 145.83%.
Carlyle Group 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.
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.
Read More Five stocks we like better than Carlyle Group SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat 3 Dividend Champion Utilities for a Market That Can’t Sit Still These 3 Most-Upgraded Stocks Have Almost Nothing to Do With AI First Solar’s Profit Engine Faces a New Policy Test in Washington
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBank of America Corp DE Purchases 502,786 Shares of BrightSpring Health Services, Inc. $BTSG
NEXT HEADLINE »Head-To-Head Review: Weyco Group (NASDAQ:WEYS) & Puma (OTCMKTS:PMMAF)
Carlyle Secured Lending NASDAQ: CGBD reported second-quarter 2026 net investment income of $24 million, or $0.35 per share, fully covering its recently revised base quarterly dividend. The company said it continued to expand its investment portfolio and joint ventures despite what Chief Executive Officer Alex Chi described as a complicated backdrop for new deal activity shaped by macroeconomic and geopolitical uncertainty.
The board declared a third-quarter dividend of $0.35 per share, payable to stockholders of record as of Sept. 30. President and Chief Financial Officer Tom Hennigan said the company continues to target supplemental dividends of at least 50% of earnings above the base dividend.
Get CGBD alerts:
“We still expect the second quarter will be the near-term earnings trough,” Hennigan said, adding that the company expects to maintain full dividend coverage and anticipates higher earnings and supplemental dividends as its joint ventures continue to ramp over the next four to six quarters.
Originations, Portfolio Growth and Selectivity At the broader Carlyle Direct Lending platform, the company closed $1.5 billion of new and incremental commitments during the quarter, excluding joint venture activity. Platform originations rose more than 20% from the first quarter, while the commitment rate on second-quarter pipeline opportunities remained below 5%.
CGBD funded $248 million of investments during the period. Repayments declined to $68 million, while the company also completed $123 million in sales to its Middle Market Credit Fund joint venture and made $50 million of equity fundings at Structured Credit Partners. Total investments rose to $2.4 billion at June 30 from $2.3 billion at the end of the first quarter.
Chi said weighted-average spreads on new originations were steady with the first quarter, while weighted-average leverage at entry continued to decline. Carlyle served in a lead role in nearly 90% of platform originations.
The portfolio comprised 177 companies across more than 25 industries at quarter-end. Ninety-five percent of investments were senior secured loans, and the average exposure to any one portfolio company was less than 60 basis points of total investments. Median EBITDA across the portfolio was $101 million.
Chi said the company’s current pipeline is weighted toward “old economy” sectors, including industrials, aerospace and defense, health care and consumer products. In response to analyst questions, he said Carlyle favors less-cyclical industrial business models such as aftermarket, repair, replacement and maintenance businesses, while becoming more selective in areas such as home and residential services.
Joint Ventures Continue to Scale Carlyle highlighted growth at both of its joint ventures. Investments at the Middle Market Credit Fund, or MMCF, increased to $1.2 billion, while its annualized dividend yield to CGBD increased by more than 200 basis points from the prior quarter to 17.6%.
During the quarter, MMCF completed a $400 million upsizing of its main credit facility, bringing total commitments under that facility to $1.2 billion at a spread of SOFR plus 170 basis points. Hennigan said the joint venture operates without fees at the venture level.
Structured Credit Partners, or SCP, grew to $1.7 billion of investments and generated an annualized dividend yield of 18.7% to CGBD. Hennigan said SCP accelerated the pricing and closing of its first two collateralized loan obligations in April, citing lower loan prices and tight liability pricing amid market volatility.
The company expects SCP to price and close two additional CLOs in 2026, subject to market conditions. Management said it generally plans to issue about four CLOs annually to maintain vintage diversification, with SCP expected over time to manage roughly $6 billion to $7 billion of assets.
Financial Results, NAV and Credit Performance Total investment income was $62 million in the second quarter, down from the prior quarter primarily because of lower interest income associated with reduced original issue discount accretion from lower repayment activity, as well as lower fee income. Higher dividend income from MMCF and SCP partly offset those declines.
Total expenses declined to $38 million, primarily reflecting lower interest expense from a lower outstanding debt balance. The company’s net asset value was $15.61 per share as of June 30, down from $15.89 per share on March 31.
CGBD recorded aggregate realized and unrealized net losses of about $24 million, or $0.35 per share, during the quarter. Hennigan cited markdowns on a limited number of investments, including SPF debt and equity and US Infra.
For SPF, the company lowered the value of its residual equity position to reflect revised expectations for total lender recovery, including higher-than-expected proceeds to management and doctors. Hennigan said the company nevertheless expects a successful exit later this year and a 1.4 times multiple on invested capital. For US Infra, a provider of infrastructure inspection, maintenance and rehabilitation services, CGBD reduced its valuation based on expectations for lower fiscal 2026 earnings and said its workout team is working with the sponsor and management to adjust the capital structure and provide liquidity.
Non-accrual investments represented 0.6% of the portfolio at fair value and 1.2% at amortized cost at June 30. The restructuring of DCA closed during the quarter, returning that investment to accrual status, while US Infra and Project Castle, also known as Material Handling Systems, were added to non-accrual status.
Capital Position and Market Outlook The company repurchased $12.5 million of its shares during the second quarter at an average 29% discount to net asset value. Management said the repurchases added $0.07 per share to NAV. Cumulative repurchases under the program have exceeded $200 million.
CGBD ended the quarter with both statutory and net financial leverage of 1.2 times. Its debt stack is entirely floating rate, matching its primarily floating-rate assets, according to Hennigan. The company also estimated it had $0.73 per share of spillover income available to support its quarterly dividend.
Chi said broader merger-and-acquisition activity remains muted, though the top of the deal funnel has expanded. He said greater clarity around inflation, interest rates, oil prices and geopolitical developments could support a more meaningful recovery in activity later in 2026 or early 2027. In the meantime, management said it intends to maintain its focus on selective underwriting, meaningful equity cushions, conservative leverage profiles and attractive spreads.
About Carlyle Secured Lending (NASDAQ:CGBD)Carlyle Secured Lending, Inc NASDAQ: CGBD is a closed-end, non-diversified business development company that provides customized debt financing solutions to middle-market companies. Chartered under the Investment Company Act of 1940, the company invests primarily in floating-rate senior secured loans, including first-lien, unitranche and one-stop structures. Its objective is to generate current income and capital appreciation through disciplined credit selection and active portfolio management.
The firm focuses on U.S.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Carlyle Secured Lending Right Now?Before you consider Carlyle Secured Lending, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Carlyle Secured Lending wasn't on the list.
While Carlyle Secured Lending currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Click the link to see MarketBeat's list of seven stocks and why their long-term outlooks are very promising.
August 06, 2026 16:05 ET | Source: Carlyle Secured Lending, Inc.
NEW YORK, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (together with its consolidated subsidiaries, “we,” “us,” “our,” “CGBD” or the “Company”) (NASDAQ: CGBD) today announced its financial results for its second quarter ended June 30, 2026.
Alex Chi, CGBD’s Chief Executive Officer, said, “CGBD had another strong quarter of earnings in the second quarter, with full coverage on the updated quarterly dividend and low non-accruals. We continued to ramp our fee-free joint venture complex, achieving high-teens returns at both investment funds during the second quarter. Looking to the second half of the year, we are focused on continuing to deliver stable income and consistent credit performance, while taking share in the broader direct lending market by leveraging the OneCarlyle platform.”
For the second quarter of 2026, we reported $0.35 per common share of Net Investment Income and Adjusted Net Investment Income, a non-GAAP financial measure described below.
Net asset value per common share decreased by 1.8% for the second quarter to $15.61 from $15.89 as of March 31, 2026. The total fair value of our investments increased to $2.4 billion as of June 30, 2026.
Dividends
On July 29, 2026, the Board of Directors declared a quarterly common dividend of $0.35 per share. The dividend is payable on October 16, 2026 to common stockholders of record on September 30, 2026.
Conference Call
The Company will host a conference call at 11:00 a.m. (Eastern Time) on Friday, August 7, 2026 to discuss these financial results. The conference call will be available via public webcast via a link on our website and will also be available on our website soon after the call’s completion.
Non-GAAP Financial Measures
On a supplemental basis, we are disclosing Adjusted Net Investment Income Per Common Share, which is calculated and presented on a basis other than in accordance with GAAP (“non-GAAP”). We use this non-GAAP financial measure internally to analyze and evaluate financial results and performance, and we believe this non-GAAP financial measure is useful to investors as an additional tool to evaluate our ongoing results and trends and to review our performance without giving effect to (i) the amortization/accretion resulting from the new cost basis of the investments acquired and accounted for under the acquisition method of accounting in accordance with ASC 805 and (ii) the one-time purchase or non-recurring investment income and expense events, including the effects on incentive fees. In addition, the Company’s management uses the non-GAAP financial measure described above internally to analyze and evaluate financial results and performance and to compare the Company’s financial results with those of other business development companies that have not had similar one-time or non-recurring events. The presentation of this non-GAAP measure is not intended to be a substitute for financial results prepared in accordance with GAAP and should not be considered in isolation.
Starting in the first quarter of 2025, the adjustment to net investment income per common share to determine Adjusted Net Investment Income Per Common Share represents the difference between GAAP amortization under the asset acquisition method of accounting in accordance with ASC 805 and management’s non-GAAP measure of amortization related to assets acquired in connection with the CSL III merger on March 27, 2025, and the remaining interest in Middle Market Credit Fund II on February 11, 2025. This adjustment reflects management’s view of the economic yield on the acquired assets and is consistent with our internal evaluation of performance.
Carlyle Secured Lending, Inc.
CGBD is an externally managed specialty finance company focused on lending to middle-market companies. CGBD is managed by Carlyle Global Credit Investment Management L.L.C., an SEC-registered investment adviser and a wholly owned subsidiary of The Carlyle Group Inc. Since it commenced investment operations in May 2013 through June 30, 2026, CGBD has invested approximately $11.2 billion in aggregate principal amount of debt and equity investments prior to any subsequent exits or repayments. CGBD’s investment objective is to generate current income and capital appreciation primarily through debt investments in U.S. middle market companies. CGBD has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended.
Web: carlylesecuredlending.com
About Carlyle
Carlyle (“Carlyle,” or the “Adviser”) (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $485 billion of assets under management as of June 30, 2026, Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced that the Global Credit platform of global investment firm Carlyle (NASDAQ:CG) has agreed to provide an approximately $600 million hybrid capital solution to Prime Capital Financial, establishing a strategic partnership that includes a minority ownership interest in the company and supports the firm's long-term growth. The transaction values Prime Capital Financial at an enterprise value of more than $1.8 billion. Head.
Cetera Investment Advisers raised its position in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) by 21.1% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 78,647 shares of the financial services provider’s stock after purchasing an additional 13,690 shares during the quarter. Cetera Investment Advisers’ holdings in Carlyle Group were worth $3,806,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank purchased a new position in Carlyle Group in the 4th quarter worth about $288,257,000. State Street Corp lifted its holdings in Carlyle Group by 20.9% in the third quarter. State Street Corp now owns 9,942,135 shares of the financial services provider’s stock valued at $623,372,000 after acquiring an additional 1,720,483 shares during the period. Balyasny Asset Management L.P. bought a new position in shares of Carlyle Group in the 3rd quarter worth approximately $75,612,000. Vanguard Group Inc. raised its position in Carlyle Group by 3.7% in the fourth quarter. Vanguard Group Inc. now owns 26,368,246 shares of the financial services provider’s stock worth $1,558,627,000 after acquiring an additional 934,237 shares during the period. Finally, Algebris UK Ltd. purchased a new position in shares of Carlyle Group during the 4th quarter valued at about $50,459,000. Institutional investors own 55.88% of the company’s stock.
Carlyle Group Stock Down 1.6% Shares of CG stock opened at $49.84 on Thursday. The company has a debt-to-equity ratio of 1.92, a current ratio of 2.55 and a quick ratio of 2.55. The company has a market cap of $17.94 billion, a price-to-earnings ratio of 34.14, a price-to-earnings-growth ratio of 1.78 and a beta of 1.83. The stock’s fifty day moving average price is $44.67 and its 200 day moving average price is $49.04. Carlyle Group Inc. has a 1-year low of $39.60 and a 1-year high of $69.85.
Carlyle Group (NASDAQ:CG – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The financial services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.16. Carlyle Group had a net margin of 13.46% and a return on equity of 20.95%. The firm had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $923.50 million. During the same quarter in the prior year, the company posted $0.87 earnings per share. The company’s revenue for the quarter was down 28.6% compared to the same quarter last year. On average, research analysts expect that Carlyle Group Inc. will post 3.71 earnings per share for the current fiscal year.
Key Carlyle Group News Here are the key news stories impacting Carlyle Group this week:
Positive Sentiment: Carlyle reported second-quarter 2026 adjusted earnings of $1.07 per share, well above the $0.91 analyst consensus, while revenue of $1.11 billion also exceeded estimates of roughly $923.5 million. Carlyle beats expectations in strong Q2 CY2026 Positive Sentiment: The firm raised approximately $17 billion and said institutional demand for private markets remains strong, supporting expectations for an accelerating fundraising cycle in private equity and private credit. Carlyle raises $17 billion Positive Sentiment: Distributable earnings reached their highest level in nearly four years, and Carlyle is preparing a new fundraising round for flagship vehicles. The company also highlighted continued exit activity across the U.S., Europe and Japan, which could help generate realizations and performance fees. Carlyle continues to bring in capital Neutral Sentiment: Unusually heavy options activity included purchases of 244,037 call options, more than 50 times the average daily call volume. This signals speculative bullish interest but does not guarantee sustained buying in the stock. Negative Sentiment: Revenue declined 28.6% year over year, reminding investors that Carlyle’s results remain sensitive to realizations, fundraising timing and performance fees. Management also described the private-credit environment as challenging, while broader M&A activity remains an important variable. Carlyle CFO discusses M&A, private credit and AI Analyst Upgrades and Downgrades Several brokerages have recently commented on CG. Wall Street Zen downgraded Carlyle Group from a “hold” rating to a “sell” rating in a research report on Saturday, May 16th. Keefe, Bruyette & Woods upgraded shares of Carlyle Group to a “hold” rating in a report on Monday, July 20th. JPMorgan Chase & Co. decreased their price target on Carlyle Group from $66.00 to $63.00 and set a “neutral” rating on the stock in a report on Friday, May 8th. TD Cowen cut their price objective on Carlyle Group from $53.00 to $50.00 and set a “hold” rating on the stock in a research report on Monday, May 18th. Finally, Weiss Ratings upgraded Carlyle Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, July 6th. Seven 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’s stock. According to data from MarketBeat.com, Carlyle Group presently has a consensus rating of “Hold” and a consensus target price of $60.07.
Get Our Latest Report on Carlyle Group
About Carlyle Group (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.
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.
Further Reading Five stocks we like better than Carlyle Group SpaceX: Love the Company, But the Stock Is a Harder Call Ulta’s Growth Is Real, But So Are the Risks BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINECetera Investment Advisers Sells 10,491 Shares of CAVA Group, Inc. $CAVA
NEXT HEADLINE »Empowered Funds LLC Has $2.36 Million Stock Position in Dominion Energy Inc. $D
Key Takeaways Carlyle beat Q2 EPS and revenue estimates, driven by higher performance-related revenues.CG grew total AUM 4% y/y to $485.5 billion, with pending fee-earning AUM up 57%.CG repurchased $304 million in shares and declared a quarterly dividend of 35 cents per share. The Carlyle Group Inc. (CG - Free Report) reported second-quarter 2026 post-tax distributable earnings per share of $1.07, surpassing the Zacks Consensus Estimate of 88 cents. The metric also rose from 91 cents in the year-ago quarter.
Results benefited from higher realized performance revenues and fee-related performance revenues. A rise in the assets under management (AUM) balance was another positive. However, higher expenses acted as a spoilsport.
Net income attributable to Carlyle was $137.1 million, down from $319.7 million in the year-ago quarter.
Carlyle’s Revenues & Expenses RiseSecond-quarter segmental revenues were $1.11 billion, which surpassed the Zacks Consensus Estimate of $908.8 million. The top line also rose 13% from the year-ago quarter.
Total segment fee revenues were $759.3 million, up 12.3% year over year. Fund management fees declined 5% year over year to $560.1 million, while transaction and portfolio advisory fees, net and other, jumped 130.7% to $110.5 million. Fee-related performance revenues surged 129.2% to $88.7 million.
Realized performance revenues rose 21.2% from the year-ago quarter to $314.8 million.
Total segmental expenses increased 15.7% year over year to $639.9 million.
CG’s Total AUM RisesAs of June 30, 2026, total AUM was $485.5 billion, up 4% from the prior-year quarter.
The fee-earning AUM was $334.4 billion, which rose 3% year over year. Pending fee-earning AUM was $28 billion, up 57%.
Carlyle’s Segment PerformanceGlobal Private Equity’s total AUM was $162.7 billion as of June 30, 2026, down 1.5% year over year. The segment’s fee-related earnings were $133.6 million, down 7%. Distributable earnings were $218.5 million, down 5.8%.
Global Credit’s total AUM was $211.1 billion, up 4% year over year. Fee-related earnings were $137.6 million, up 23.5%. Distributable earnings were $158 million, up 30.7%.
Carlyle AlpInvest’s total AUM was $111.7 billion, up 15.8% year over year. Fee-related earnings were $86.5 million, up 26.6%. Distributable earnings were $95.8 million, up 22.5%.
Carlyle’s Capital Distribution ActivitiesIn the reported quarter, CG repurchased or withheld 6.7 million shares of common stock, including shares withheld in the net share settlement of equity awards, totaling $304 million. As of June 30, 2026, $1.6 billion worth of shares were available under the authorization.
The company also declared a quarterly dividend of 35 cents per share. The dividend will be paid out on Aug. 26, 2026, to shareholders of record as of Aug. 17, 2026.
Our View on CGA rising total AUM balance, along with higher realized performance revenues and strong fundraising, will likely support Carlyle’s revenue growth in the long run. However, rising expenses remain concerning.
CG currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Recent Developments of CGIn June 2026, Carlyle completed its previously announced acquisition of a majority stake in MAI Capital Management, a registered investment advisor focused on wealth management services for high-net-worth and ultra-high-net-worth clients.
Following the completion of the transaction, Carlyle is now the majority owner of MAI, while MAI will continue to operate independently under its existing leadership team. MAI employees and advisors will continue to hold a significant minority ownership stake in the business.
The acquisition expands Carlyle’s presence in wealth management and adds a platform with $77.3 billion in client assets managed or advised as of April 2026. The deal is expected to strengthen the company’s recurring fee-based revenue stream and complements its broader wealth management strategy, including investments in Intelliflo and iCapital Network to enhance its advisor-focused platform.
Performances of Other Asset ManagersInvesco’s (IVZ - Free Report) second-quarter 2026 adjusted earnings of 71 cents per share surpassed the Zacks Consensus Estimate of 67 cents. The bottom line increased 97.2% from the prior-year quarter.
IVZ’s results primarily benefited from an increase in adjusted revenues and substantial growth in the assets under management (AUM) balance. Record net long-term inflows also supported the quarter. However, an increase in adjusted expenses was a headwind.
SEI Investments Co.’s (SEIC - Free Report) second-quarter 2026 adjusted earnings per share of $1.66 surpassed the Zacks Consensus Estimate of $1.45. The bottom line reflected a rise of 38.3% from the prior-year quarter’s actual.
SEIC’s results were aided by higher revenues and a rise in AUM. However, higher expenses acted as a spoilsport.
Carlyle CFO Justin Plouffe says the firm has maintained a strong pace of exits for more than a year, with broad-based realizations across regions including Japan, Europe and the US. Speaking on "Bloomberg Open Interest," Plouffe also discusses the M&A market, the "tricky" private credit environment and the opportunities in AI and data security.
For the quarter ended June 2026, Carlyle Group (CG - Free Report) reported revenue of $1.11 billion, up 13% over the same period last year. EPS came in at $1.07, compared to $0.91 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $908.66 million, representing a surprise of +22.4%. The company delivered an EPS surprise of +21.59%, with the consensus EPS estimate being $0.88.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Carlyle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total AUM Roll Forward - Global Private Equity - EOP: $162.7 billion versus $161.32 billion estimated by three analysts on average.Total AUM Roll Forward - Global Credit - EOP: $211.12 billion compared to the $213.79 billion average estimate based on three analysts.Total AUM Roll Forward - EOP: $485.5 billion compared to the $485.23 billion average estimate based on three analysts.Fee-earning AUM Roll Forward - Global Private Equity - EOP: $96.56 billion versus the three-analyst average estimate of $99.95 billion.Segment Revenues- Fund management fees: $560.1 million compared to the $551.81 million average estimate based on three analysts. The reported number represents a change of -5% year over year.Fee related performance revenues: $88.7 million compared to the $48.54 million average estimate based on three analysts. The reported number represents a change of +129.2% year over year.Segment Revenues- Realized principal investment income (loss): $22.6 million versus $35.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -32.5% change.Segment Revenues- Total segment fee revenues: $759.3 million compared to the $674.77 million average estimate based on three analysts. The reported number represents a change of +12.3% year over year.Revenues- Global Private Equity- Fund management fees: $283.4 million versus the three-analyst average estimate of $286.63 million. The reported number represents a year-over-year change of -6.3%.Revenues- Global Private Equity- Total fee revenues: $304.3 million versus the three-analyst average estimate of $309.36 million. The reported number represents a year-over-year change of -1.6%.Revenues- Global Private Equity- Realized performance revenues: $251.5 million compared to the $189.29 million average estimate based on three analysts. The reported number represents a change of +2.8% year over year.Revenues- Global Private Equity- Realized principal investment income: $5.6 million compared to the $12.27 million average estimate based on three analysts. The reported number represents a change of -54.8% year over year.View all Key Company Metrics for Carlyle here>>>
Shares of Carlyle have returned +15.1% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Prepare for the Next Wave of Factory Automation With These 3 Standout NamesCarlyle Group NASDAQ: CG reported second-quarter results marked by record fee-related earnings, strong fundraising and higher realized performance revenue, as the alternative asset manager said it was entering a period in which nearly all of its core strategies will be seeking capital.
Distributable earnings totaled $472 million, or $1.07 per share, representing the company’s strongest pre-tax distributable-earnings quarter in nearly four years, Chief Executive Officer Harvey Schwartz said. Fee-related earnings reached a record $358 million, up 11% from a year earlier, while assets under management rose to a record $485 billion.
Get Carlyle Group alerts:
The 2026 Cannabis Wildcard: How Tax Reform Could Reset Stock Valuations“Our momentum is a result of disciplined execution, focusing on investment performance, and delivering on our strategic plan,” Schwartz said.
Fundraising and asset growth Carlyle raised $16.8 billion during the quarter and $56 billion over the past 12 months, a 10% increase from the prior-year period. Organic inflows reached $30 billion in the first half of 2026, another company record, according to Schwartz.
Analysts Are Bullish on These 3 Laser Tech CompaniesThe quarter included $5 billion of commitments earmarked for Carlyle’s next U.S. buyout fund, which has begun marketing. Management said the firm expects virtually all its flagship strategies—including secondaries, portfolio finance and credit opportunities—to be in the market over the next 24 months.
Schwartz characterized the fundraising environment as a “super cycle” and said the company remains confident in its previously discussed $200 billion fundraising opportunity. He said Carlyle’s sector and geographic focus aligned with investor demand, particularly in areas including industrials, defense, infrastructure and healthcare.
Management also highlighted growth in its wealth business. Gross sales across Evergreen Wealth strategies exceeded $7 billion over the past year, lifting assets in those strategies to $20 billion, up more than 60% year over year. Chief Financial Officer Justin Plouffe said wealth-platform inflows were more than 60% higher year to date than in the prior year.
Segment results and realization activity Carlyle AlpInvest generated record distributable earnings of $96 million and fee-related earnings of $87 million, up 27% from the second quarter of 2025. The segment’s assets under management rose 16% year over year to $112 billion, supported by $4.5 billion of inflows into secondaries, portfolio-finance and evergreen strategies.
The firm’s second vintage single-asset secondary strategy closed at four times the size of its predecessor, Plouffe said. Schwartz said the business is benefiting from both cyclical demand for liquidity and a broader shift toward private-market portfolio and financing solutions.
Global Credit posted record distributable earnings of $158 million, more than 30% above the prior-year period. Fee-related earnings of $138 million were also a record, driven by $93 million of transaction fees and $54 million of fee-related performance revenue. The segment had $211 billion of assets under management and deployed $7 billion during the quarter, led by U.S. liquid credit, direct lending and opportunistic credit strategies.
Global Private Equity reported fee-related earnings of $134 million and distributable earnings of $219 million. The segment’s distributable earnings increased nearly 50% sequentially, reflecting higher net realized performance revenue. Realized proceeds were $3.9 billion in the quarter and more than $20 billion over the trailing 12 months.
Across the company, Carlyle returned nearly $7 billion to clients during the quarter and $37 billion over the past year. In U.S. buyout, the firm returned 23% of the strategy’s fair value to investors over the previous 12 months, which Schwartz said was more than twice the industry average cited by the company.
Plouffe said net accrued performance revenues stood at $2.4 billion, representing nearly $7 of pre-tax earnings per share in potential future shareholder earnings.
Capital markets, investments and strategic initiatives Fund management fees totaled $560 million, up 3% sequentially. Transaction fees reached a record $111 million, more than double the year-earlier level, while fee-related performance revenue rose to a record $89 million, more than twice the level reported in the second quarter of 2025.
Management attributed the transaction-fee increase to capital markets activity tied to investments and fundraising, including the Surventis coatings-business carve-out from BASF, MAI Capital, and Tsukiko, a Japanese construction company. Schwartz said U.S. capital markets fees exceeded $100 million during the quarter.
While management does not expect transaction-fee levels to be consistent every quarter, Schwartz said the capital-markets business has become embedded in the firm’s operations and should expand alongside investment activity and larger fund launches.
In Global Credit, Carlyle and Fortitude Re announced a second block reinsurance transaction with Unum. The deal is expected to close later this year and, upon closing, is expected to add more than $5 billion to Global Credit assets under management.
Carlyle also launched a dedicated defense and industrials platform and announced its first transaction: the acquisition of Secturion Systems, an NSA-certified hardware data-encryption provider. Schwartz said the initiative builds on Carlyle’s longstanding defense, aerospace and government-services investment practice, while providing a dedicated middle-market-focused investment capability.
Margins, capital returns and outlook Fee-related earnings margin was 47% in the quarter. Plouffe said Carlyle expects its compensation ratio to be roughly consistent with last year, at about 47%, as the company invests in personnel, technology, artificial intelligence and its wealth platform. He said margins could rise in 2027 and 2028 as fundraising activity begins to flow through financial results.
The company declared a quarterly dividend of $0.35 per common share. It also deployed a record $304 million to repurchase or withhold 6.7 million shares during the quarter, reducing its adjusted share count by more than 1% year to date. Carlyle had $1.6 billion remaining under its $2 billion repurchase authorization at quarter-end.
Schwartz said the company continues to favor a capital-light model, while remaining willing to deploy balance-sheet capital selectively when it believes the potential return is compelling. Plouffe said management entered the third quarter with momentum across all three operating segments and expects solid capital markets to support additional realizations and investments.
About Carlyle Group (NASDAQ:CG)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.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Carlyle Group Right Now?Before you consider Carlyle Group, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Carlyle Group wasn't on the list.
While Carlyle Group currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Learn the basics of options trading and how to use them to boost returns and manage risk with this free report from MarketBeat. Click the link below to get your free copy.
Carlyle Group posted its highest distributable earnings in nearly four years as the buyout firm continued to have record capital at its disposal to invest.
Investors looking for stocks in the Financial - Investment Management sector might want to consider either Invesco (IVZ - Free Report) or Carlyle Group (CG - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Invesco has a Zacks Rank of #1 (Strong Buy), while Carlyle Group has a Zacks Rank of #4 (Sell) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that IVZ has an improving earnings outlook. But this is only part of the picture for value investors.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
IVZ currently has a forward P/E ratio of 10.48, while CG has a forward P/E of 12.24. We also note that IVZ has a PEG ratio of 0.47. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. CG currently has a PEG ratio of 1.59.
Another notable valuation metric for IVZ is its P/B ratio of 0.97. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, CG has a P/B of 2.22.
Based on these metrics and many more, IVZ holds a Value grade of B, while CG has a Value grade of D.
IVZ stands above CG thanks to its solid earnings outlook, and based on these valuation figures, we also feel that IVZ is the superior value option right now.
On July 29, 2026, The Carlyle Group Inc (CG) shares fell 3.8% to $44.70, continuing a tumultuous year where the stock has faced significant downward pressure. T
The BP logo is seen on gasoline pumps at a BP gas station in Manhattan, New York City, U.S., November 24, 2021. REUTERS/Andrew Kelly/File Photo Purchase Licensing Rights, opens new tab
CompaniesLONDON, July 29 (Reuters) - Dragon Oil, Carlyle Group (CG.O), opens new tab, Energean (ENOG.L), opens new tab and Artemis Energy are among the groups expected to bid this week for assets in BP's (BP.L), opens new tab West Nile Delta natural gas development off Egypt, three sources familiar with the sale process said.
British oil major BP, which produces about 60% of Egypt's natural gas through joint ventures in the East Nile Delta and fields it operates in the West Nile Delta, is attempting to simplify its portfolio and cut debt and costs.
The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.
Details on the bids, which the sources said are due to be submitted by the end of the week, were not immediately clear.
BP and Carlyle declined to comment. Energean, Artemis and Dubai-based Dragon Oil did not immediately respond to requests for comment.
Reuters reported in May that BP was considering selling some of its gas assets in Egypt, citing sources.
Egypt's domestic energy production has struggled to keep pace with rising demand and as global gas markets have remained tight during the Iran war.
BP, which has invested more than $35 billion in Egypt over six decades, produced 518 million cubic feet per day of natural gas in the country last year, down about 40% from 2024 and nearly 60% from 2023.
In April, BP announced a gas and condensate discovery off Egypt's coast and earlier in 2026 was awarded the North-East El Alamein and West El Hammad offshore exploration concessions.
Reporting by Stephanie Kelly; Editing by Alexander Smith
Our Standards: The Thomson Reuters Trust Principles., opens new tab
A London-based senior correspondent covering UK-listed energy companies including BP and Shell and energy developments in Europe, the Middle East and Africa.
Bank of Nova Scotia raised its holdings in Carlyle Group Inc. (NASDAQ:CG – Free Report) by 527.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 106,689 shares of the financial services provider’s stock after acquiring an additional 89,689 shares during the quarter. Bank of Nova Scotia’s holdings in Carlyle Group were worth $5,164,000 as of its most recent filing with the SEC.
A number of other large investors have also made changes to their positions in CG. DMC Group LLC increased its position in shares of Carlyle Group by 2.5% in the fourth quarter. DMC Group LLC now owns 6,762 shares of the financial services provider’s stock valued at $400,000 after buying an additional 168 shares in the last quarter. Allworth Financial LP grew its stake in Carlyle Group by 32.3% in the 4th quarter. Allworth Financial LP now owns 721 shares of the financial services provider’s stock valued at $43,000 after acquiring an additional 176 shares during the last quarter. Kestra Advisory Services LLC raised its position in Carlyle Group by 1.2% during the fourth quarter. Kestra Advisory Services LLC now owns 15,637 shares of the financial services provider’s stock worth $924,000 after acquiring an additional 184 shares during the last quarter. Larson Financial Group LLC lifted its holdings in shares of Carlyle Group by 6.0% in the third quarter. Larson Financial Group LLC now owns 3,483 shares of the financial services provider’s stock valued at $218,000 after purchasing an additional 196 shares in the last quarter. Finally, Robertson Stephens Wealth Management LLC grew its position in shares of Carlyle Group by 3.1% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 6,595 shares of the financial services provider’s stock valued at $390,000 after purchasing an additional 199 shares during the last quarter. Hedge funds and other institutional investors own 55.88% of the company’s stock.
Carlyle Group Stock Performance NASDAQ CG opened at $46.28 on Tuesday. The company has a 50 day moving average of $44.39 and a 200-day moving average of $49.92. The company has a current ratio of 2.55, a quick ratio of 2.55 and a debt-to-equity ratio of 1.92. Carlyle Group Inc. has a 1-year low of $39.60 and a 1-year high of $69.85. The firm has a market cap of $16.66 billion, a price-to-earnings ratio of 31.70, a PEG ratio of 1.59 and a beta of 1.84.
Carlyle Group (NASDAQ:CG – Get Free Report) last issued its earnings results on Wednesday, May 6th. The financial services provider reported $0.89 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.91 by ($0.02). Carlyle Group had a net margin of 13.46% and a return on equity of 20.95%. The business had revenue of $750.90 million during the quarter, compared to the consensus estimate of $1.01 billion. During the same period last year, the business posted $1.14 EPS. The firm’s revenue for the quarter was down 28.0% compared to the same quarter last year. On average, equities analysts forecast that Carlyle Group Inc. will post 3.71 earnings per share for the current fiscal year.
Analyst Ratings Changes CG has been the subject of several recent research reports. Cfra downgraded Carlyle Group to a “sell” rating and set a $45.00 price target for the company. in a research report on Friday, May 8th. The Goldman Sachs Group decreased their price objective on Carlyle Group from $81.00 to $69.00 and set a “buy” rating on the stock in a research note on Tuesday, April 7th. Barclays cut their target price on shares of Carlyle Group from $63.00 to $57.00 and set an “overweight” rating for the company in a research note on Thursday, July 9th. Wall Street Zen cut shares of Carlyle Group from a “hold” rating to a “sell” rating in a research note on Saturday, May 16th. Finally, Citizens Jmp decreased their price objective on Carlyle Group from $75.00 to $70.00 and set a “market outperform” rating for the company in a research report on Thursday, July 9th. Seven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $60.07.
Read Our Latest Stock Analysis on CG
Carlyle Group 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.
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.
Recommended Stories Five stocks we like better than Carlyle Group AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight Want to see what other hedge funds are holding CG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Carlyle Group Inc. (NASDAQ:CG – Free Report).
Receive News & Ratings for Carlyle Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Carlyle Group and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBank of Nova Scotia Has $5.08 Million Stake in ITT Inc. $ITT
NEXT HEADLINE »Bank of Nova Scotia Reduces Stock Holdings in Brookfield Renewable Corporation $BEPC
SALT LAKE CITY--(BUSINESS WIRE)--D.A. Davidson & Co. announced today that it served as exclusive financial advisor to Secturion Systems, Inc. (“Secturion” or the “Company”) on its sale to Carlyle (NASDAQ: CG). Founded in 2012 and headquartered in Centerville, Utah, Secturion is a leading provider of high-speed, National Security Agency (“NSA”) certified hardware encryption solutions that protect sensitive and classified information. The Company has established a reputation for reliability a.
NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Carlyle Credit Income Fund (“we,” “us,” “our,” “CCIF” or the “Fund”) (NYSE: CCIF) announced today that it will release financial results after market close on Wednesday, August 19, 2026, for its third quarter of 2026. CCIF will host a conference call at 10:00 a.m.
July 15, 2026 16:00 ET | Source: Carlyle Secured Lending, Inc.
NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (“Carlyle Secured Lending”) (NASDAQ: CGBD) will host a conference call at 11:00 a.m. (Eastern Time) on Friday, August 7, 2026 to announce its financial results for the second quarter ended June 30, 2026. The Company will report its quarterly financial results on Thursday, August 6, 2026.
The conference call will be available via public webcast via a link on Carlyle Secured Lending’s website at carlylesecuredlending.com and will also be available on the website soon after the call’s completion.
About Carlyle Secured Lending, Inc.
Carlyle Secured Lending, Inc. is a publicly traded (NASDAQ: CGBD) business development company (“BDC”) which began investing in 2013. The Company focuses on providing directly originated, financing solutions across the capital structure, with a focus on senior secured lending to middle-market companies primarily located in the United States. Carlyle Secured Lending is externally managed by Carlyle Global Credit Investment Management L.L.C., an SEC-registered investment adviser and wholly owned subsidiary of Carlyle.
Web: carlylesecuredlending.com
About Carlyle
Carlyle (“Carlyle,” or the “Adviser”) (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Carlyle AlpInvest. With $475 billion of assets under management as of March 31, 2026, Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
