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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.

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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?

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.

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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?

Posted by Defense World Staff on Aug 11th, 2026

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.

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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.

Contacts:

Posted by Defense World Staff on Aug 6th, 2026

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.

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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.

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The Washington firm beat profit expectations and said it was revving up to raise a new round of funds.

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.

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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].

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Should You Invest $1,000 in Carlyle Group Right Now?Before you consider Carlyle Group, you'll want to hear this.

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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.

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.

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.

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.

Contacts:
   Investors:Media:Nishil MehtaBrittany Bensaull+1-212-813-4918+1-212-813-4839publicinvestor@[email protected]  

Vancouver, British Columbia--(Newsfile Corp. - July 10, 2026) - Carlyle Commodities Corp. (CSE: CCC) (OTC: CCCFF) (FSE: BJ4) ("Carlyle" or the "Company") is pleased to announce that it has received conditional approval of the Canadian Securities Exchange (the "CSE") for its previously announced proposed transaction (the "Transaction") with Silver Pony Resources Corp. ("SPR"), pursuant to which the Company will acquire all of the issued and outstanding shares of SPR by way of a three-cornered amalgamation in accordance with Section 269 of the Business Corporations Act (British Columbia), as further described in the Company's news releases dated March 31, 2026 and June 10, 2026. The Transaction will constitute a "Fundamental Change" of the Company as defined by the policies of the CSE.

The Company also announces that it has obtained requisite shareholder approval for the Transaction by written consent in accordance with Section 4.6(1) of CSE Policy 4.

Completion of the Transaction remains subject to the final approval of the CSE, and the satisfaction of other customary closing conditions as set out in the amalgamation agreement dated March 30, 2026, among the Company, SPR and 1582613 B.C. Ltd.

About Carlyle Commodities Corp.

The Company is a mineral exploration company focused on the acquisition, exploration, and development of mineral resource properties. Carlyle owns 100% of the Quesnel Gold Project located in the Cariboo Mining Division, 30 kilometers northeast of Quesnel in central B.C., and holds the option to acquire 100% undivided interest in the Nicola East Mining Project, located approximately 25 kilometers east of the mining town of Merritt, B.C., and is listed on the CSE under the symbol "CCC" and the Frankfurt Exchange under the ticker "BJ4".

For more information, please contact the Company at:

Carlyle Commodities Corp.

Forward Looking Information

This release includes certain statements and information that may constitute forward-looking information within the meaning of applicable Canadian securities laws. Forward-looking statements relate to future events or future performance and reflect the expectations or beliefs of management of Carlyle regarding future events. Generally, forward-looking statements and information can be identified by the use of forward-looking terminology such as "intends" or "anticipates", or variations of such words and phrases or statements that certain actions, events or results "may", "could", "should", "would" or "occur". This information and these statements, referred to herein as "forward-looking statements", are not historical facts, are made as of the date of this news release and include without limitation, statements regarding discussions of future plans, estimates and forecasts; statements as to management's expectations and intentions with respect to, among other things, the expected closing of the Transaction and the receipt of final CSE approval.

These forward-looking statements involve numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking statements. These risks and uncertainties include, among other things: the Company may not complete the Transaction on the anticipated timeline or at all; the Company may not receive all required regulatory approvals, including final approval of the CSE; the conditions precedent to completion of the Transaction may not be satisfied or waived;; and other risks and uncertainties disclosed in the Company's public disclosure record available under the Company's profile on SEDAR+ at www.sedarplus.ca.

In making the forward-looking statements in this news release, the Company has applied several material assumptions, including without limitation, that: the Company will obtain all necessary regulatory approvals, including final approval of the CSE; all conditions precedent to completion of the Transaction will be satisfied or waived in accordance with the terms of the amalgamation agreement; and the Transaction will be completed substantially on the terms and within the timeframe currently anticipated. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements or forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements and forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. The Company does not undertake to update any forward-looking statement, forward-looking information or financial outlook that are incorporated by reference herein, except in accordance with applicable securities laws.

Neither the CSE nor its Market Regulator (as that term is defined in the policies of the CSE) accepts responsibility for the adequacy or accuracy of this release.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304845

Source: Carlyle Commodities Corp.

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Copia Power develops, owns and operates integrated large-scale energy and digital infrastructure campuses across the U.S.  Copia works alongside utilities to help unlock new power capacity, accelerate infrastructure development, and support sustainable long-term grid reliability and ratepayer affordability  Highly thematic investment supporting the build-out of U.S. AI infrastructure, where access to scalable, reliable power has become an increasingly critical enabler of continued data center development  EQT will partner with Copia Power's management team to scale the platform, accelerate priority development projects, and expand its integrated campus model across the U.S.  , /PRNewswire/ -- EQT is pleased to announce that EQT Infrastructure VII ("EQT") has agreed to acquire Copia Power ("Copia" or the "Company") from global investment firm Carlyle (NASDAQ: CG). 

Copia develops integrated energy campuses that bring generation, high-voltage transmission, and data center load together at the same interconnection position, providing a differentiated approach that enables AI infrastructure growth on an accelerated timeline. Today, the Company has over 2.6 GW of energy generation and storage assets in operation or under construction and is actively developing over 9 GW of grid-connected data centers supported by Copia's portfolio of gigawatt-scale energy campuses, comprising more than 25 GW of solar and storage and 7 GW of natural gas generation assets.

The transaction aligns with EQT's focus on investing behind the infrastructure underpinning global demand for artificial intelligence and supporting energy security. The rapid adoption of AI is driving a new era of infrastructure investment, with global demand for compute capacity accelerating at an unprecedented pace. Data center and energy investment is expected to reach into the trillions of dollars over the coming years, and energy has become the primary bottleneck to data center growth. As a result, digital and energy infrastructure must increasingly scale together. Copia's integrated model addresses that constraint, giving utilities a single route to add generation and load on an accelerated timeline, and providing hyperscalers and other customers a path to firm, grid-connected power in markets where interconnection queues have become a key hurdle, while supporting ratepayer affordability through the promotion of bring-your-own generation models. 

The acquisition of Copia further expands EQT's growing portfolio of AI infrastructure investments in the U.S., which spans data centers, energy, and fiber connectivity through companies including EdgeConneX, Zayo, Cypress Creek Energy, and Scale. EQT is actively encouraging collaboration across this portfolio — connecting power generation, digital infrastructure, and connectivity capabilities to deliver integrated solutions for hyperscalers and utilities. Copia's integrated campus model is a natural complement to these capabilities, and EQT sees meaningful opportunity for Copia to contribute to these collaborations as demand for AI infrastructure accelerates. EQT will support Copia's management team in scaling the platform, advancing priority development projects, and expanding its integrated campuses strategy throughout the U.S. 

Ray Henger, CEO of Copia Power, said: "We are excited to partner with EQT as we enter Copia's next phase of growth. Since our founding, we have focused on solving one of the most important challenges facing the U.S. power market: bringing generation, transmission and large-scale load together in a way that accelerates delivery for customers and utilities. EQT's deep infrastructure experience and long-term perspective bring the ideal partner as we continue to scale our platform and develop the energy infrastructure needed to support AI and electrification." 

Alex Darden, Partner and Head of EQT Infrastructure Americas, said: "The rapid adoption of AI is transforming infrastructure demand, making energy an increasingly critical enabler of digital infrastructure. Copia has built a differentiated platform at the intersection of these two themes, and we believe it is exceptionally well positioned for long-term growth. We look forward to partnering with the management team to accelerate development, scale the platform, and help build the infrastructure that will support the next generation of AI." 

The transaction is subject to customary conditions and approvals. It is expected to close by the end of 2026. 

EQT Infrastructure VII is currently expected to be activated and begin charging management fees around year-end 2026. Upon activation, and with the acquisition of Copia Power, EQT Infrastructure VII is expected to be 0-5 percent invested (including closed and/or signed investments, announced public offers, if applicable, and less any expected syndication) based on target fund size and subject to customary regulatory approvals. EQT Infrastructure VI is currently 75-80 percent invested and continues to be in its commitment period, management fees will, following activation of EQT Infrastructure VII, be based on net invested capital.

The information contained herein does not constitute an offer to sell, nor a solicitation of an offer to buy, any security, and may not be used or relied upon in connection with any offer or solicitation. Any offer or solicitation in respect of EQT Infrastructure VII will be made only through a confidential private placement memorandum and related documents which will be furnished to qualified investors on a confidential basis in accordance with applicable laws and regulations. The information contained herein is not for publication or distribution to persons in the United States of America. Any securities referred to herein have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act"), and may not be offered or sold without registration thereunder or pursuant to an available exemption therefrom. Any offering of securities to be made in the United States would have to be made by means of an offering document that would be obtainable from the issuer or its agents and would contain detailed information about the issuer of the securities and its management, as well as financial information. The securities may not be offered or sold in the United States absent registration or an exemption from registration.

Contact
EQT Press Office, [email protected] 

This information was brought to you by Cision http://news.cision.com

https://news.cision.com/eqt/r/eqt-to-acquire-copia-power--a-leading-integrated-power-and-ai-infrastructure-platform,c4373358

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SOURCE EQT

Muenster, Germany, July 01, 2026 (GLOBE NEWSWIRE) --

Surventis, formerly BASF Coatings, today launched as an independent company, backed by global investment firm Carlyle in partnership with QIA, with BASF holding a 40 percent stakeWith around €3.9 billion in annual sales, around 10,700 employees and more than 42,000 customers, Surventis ranks among the world’s leading suppliers of coatings and surface treatment solutionsSurventis will strategically focus on reliability, quality, service, and performance for its customers Surventis, formerly BASF Coatings, today launched as an independent company, completing its carve-out from BASF. With around €3.9 billion in annual sales and around 10,700 employees, Surventis is one of the world’s leading suppliers of automotive coatings and surface treatment solutions. The business is majority-owned by funds managed by global investment firm Carlyle (NASDAQ: CG) in partnership with Qatar Investment Authority. BASF holds a 40% stake in Surventis. The Surventis corporate brand was unveiled today. The identity reflects a business built on superior science, a constant drive to innovate, and the momentum to act as a newly independent company, shaping the industry through technological leadership and close collaboration with its partners. The company’s new website is now live at www.surventiscoatings.com.

With a new name and brand identity, Surventis will continue to develop, produce, and market coatings and surface treatment solutions for industrial, automotive, and refinish customers worldwide. Its portfolio spans well-known brands such as Chemetall®, Glasurit®, and R-M®, delivering high-performance and sustainable solutions.

Built on deep expertise and decades of trusted relationships, Surventis serves more than 42,000 customers across over 140 countries from a network of more than 30 production and development sites, anchored by its headquarters in Muenster, Germany, which hosts the world's largest integrated paint manufacturing site.

Positioned to become the leading coatings technology company

As a standalone company, Surventis will operate with greater speed, agility, and focus. Carlyle will support the business through targeted investments in its global capabilities and local operations, drawing on its track record in carving out and building standalone industrial companies. Surventis will strategically focus on entrepreneurship, performance, and growth – helping customers succeed in today’s demanding and fast-evolving markets.

“Today marks an exciting new chapter for Surventis and for all of our employees around the world,” said Jens Luehring, Chief Executive Officer of Surventis. “I want to thank the entire team whose dedication and hard work have brought us to this milestone. We are building on more than 130 years of coatings expertise and some of the most trusted brands in the industry as we begin our journey as an independent company. Our customers will benefit from a faster, more focused partner, with our full attention on the surfaces they make and sell. Their success is our success. We are already a leader in this industry, and our ambition is clear: to become the leading coatings technology company.”

“As an independent company, Surventis is exceptionally well-positioned to accelerate innovation, deepen customer partnerships, and capture global growth opportunities. We are looking forward to supporting Jens, and the Surventis management team in their next chapter,” said Tanaka Maswoswe, Partner at Carlyle.

Surventis will continue to operate with the same products, technologies, brands and technical teams that customers rely on today. The portfolio across all three businesses remains unchanged, ensuring continuity in reliability, quality and service.

Experienced Management Team

Surventis will be led by its Executive Committee, headed by Chief Executive Officer Jens Luehring. Joining the Executive Committee are Chief Financial Officer Michael Pontzen and Chief Transformation Officer Ewout van Jarwaarde. Together with Nils Lessmann, Executive Vice President Operations Mobility/Refinish, and the leaders of the company’s three business units – Frank Naber, Executive Vice President Surface Treatment, Patrick Zhao, Executive Vice President Mobility Coatings, and Steve Arndt, Executive Vice President Refinish Coatings – they form an experienced and complementary Executive Committee, combining fresh external perspective with strong business continuity.

  About Surventis (formerly BASF Coatings)

For more than 130 years, Surventis’ science and passion have gone into preparing, protecting and sealing metals and plastics across industries, finishing new vehicles with vibrant colors, and repairing them with an exact shade match. Through brands including Chemetall®, Glasurit®, and R-M®, Surventis works side by side with more than 42,000 customers in over 140 countries, finding answers to their most complex surface challenges. The company employs around 10,700 people, generated sales of about €3.9 billion in 2025, and is headquartered in Muenster, Germany. Surventis is owned by funds managed by Carlyle, with BASF holding a 40 percent stake. For more information, visit www.surventiscoatings.com.

Surventis launches as an independent global leader in automotive coatings and surface treatment

Surventis launches as an independent global leader in automotive coatings and surface treatment Surventis, formerly BASF Coatings, today launched as an independent company

CHICAGO--(BUSINESS WIRE)--Compliance Group (CG), a trusted leader in quality, validation, compliance, and digital transformation services for regulated industries, reveals iQuality, an AI-native quality and compliance platform designed to help life sciences organizations scale expert judgment, strengthen compliance oversight, and accelerate operational excellence.

Most regulated organizations face three disconnected problems—and no single system was built to solve all of them:

Outdated, inconsistent documents that create audit risk and slow every team down Manual, SME-dependent validation that takes months and still doesn’t achieve true CSA compliance Reactive quality management that captures events but can’t prevent them iQuality solves all three—on a single AI-native solution built by the team behind the FDA’s guidance.

Compliance Group leveraged its deep expertise in Computer Software Assurance (CSA) practices, QMS transformation, and responsible AI governance to build iQuality. The solution transforms documents, validation records, and quality processes into actionable compliance intelligence.

The platform continuously monitors risk, evaluates the impacts of change, and delivers regulatory-ready insights, enabling organizations to reduce validation effort, improve inspection readiness, accelerate time to value, and shift from reactive compliance management to continuous, intelligent quality oversight.

"AI is transforming how regulated organizations approach quality, validation, and compliance. However, innovation alone is not enough; organizations need AI solutions that are transparent, scalable, ethical, well-governed, trustworthy, reliable, and built to withstand regulatory scrutiny.” said Sarat Bhamidipati, CEO of Compliance Group, “iQuality reflects our vision for the next generation of compliance for Life Sciences: an AI-native platform that combines intelligent automation with regulatory rigor, enabling teams to work more efficiently, manage risk proactively, and make faster, more confident decisions."

A Modular Platform Designed for Regulated Life Sciences

iQuality is comprised of three integrated solution areas that can be adopted independently or as part of a unified quality ecosystem:

DX – Document Xcellence

A 21 CFR Part 11-ready document management system that combines AI-assisted document authoring, electronic signatures, lifecycle management, SOP governance, and change impact analysis. DX helps organizations reduce document cycle times while improving consistency, traceability, and compliance readiness.

VX – Validation Xcellence

An AI-powered validation lifecycle management solution aligned with Computer Software Assurance (CSA) principles. VX streamlines validation activities through automated generation of validation artifacts, risk-based testing frameworks, traceability management, and intelligent review capabilities designed to reduce validation effort and accelerate execution.

QX – Quality Xcellence

A comprehensive quality management solution that combines CAPA management, deviations, change control, risk management, and predictive quality intelligence into a single platform. QX enables organizations to move toward continuous quality oversight with closed-loop issue detection and resolution.

The Intelligence Layer Behind iQuality

At the core, iQuality is powered by CLAiRE, Compliance Group’s Agentic AI Harness for Regulated Industries that delivers evidence-backed, traceable, and governance-driven intelligence across quality and compliance workflows. Operating under an ISO/IEC 42001-certified AI Management System, CLAiRE is designed to support the transparency, explainability, and oversight expected in regulated life sciences environments.

Key capabilities include:

AI-powered validation documentation generation Continuous Audit Trail Review (ATR) for data integrity oversight Automated quality and validation document reviews Integrated compliance assessments across GxP, 21 CFR Part 11, SOX, and cybersecurity frameworks Continuous monitoring for proactive deviation detection AI-powered migration and verification of regulated data iQuality is available as a standalone solution or as Agents for ATR (Audit Trial Review), APQR Generation, Compliance Monitoring, Risk & FMEA Analysis, Data Migration Intelligence, and CAPA Intelligence, which can extend the capabilities of your existing QMS.

Together, these capabilities help organizations improve operational efficiency while maintaining the traceability, governance, and audit readiness required in highly regulated environments.

Built on a Foundation of Trust and Governance

iQuality is developed by Compliance Group, drawing upon more than 25 years of quality and compliance expertise, experience across 60+ regulated organizations, and a knowledge base spanning hundreds of GxP systems and thousands of global projects.

The platform is supported by a robust governance and security framework, including:

ISO/IEC 42001:2023 Certified AI Management System SOC 2 Type II Compliance ISO/IEC 27001:2022 Certification This foundation ensures that AI-driven outcomes are governed, traceable, and aligned with the expectations of regulators, auditors, and quality leaders.

About Compliance Group

Compliance Group (CG) is a global provider of quality, validation, regulatory compliance, digital transformation, specialized resourcing, managed services, and AI-enabled solutions for life sciences organizations. Guided by the mission to “Accelerate Innovation in Life Sciences,” CG helps organizations modernize compliance, streamline validation, and adopt emerging technologies with confidence. By combining deep industry expertise with innovative technology, CG enables regulated companies to strengthen quality, improve operational performance, and navigate an increasingly complex regulatory landscape.

For more information about iQuality or to request a demo, visit https://www.complianceg.com/iquality/

The firm continues to rake in capital but posted a first-quarter loss as distributable earnings slumped.

NEW YORK, May 11, 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 first quarter ended March 31, 2026.

Carlyle Secured Lending (CGBD) cut its dividend by 12.5% due to higher losses and tighter coverage, aligning payouts with earnings. CGBD trades at a 27% discount to NAV and yields over 12%, but limited dividend coverage and macro uncertainty warrant caution. Management's aggressive share buybacks and improved non-accruals signal stabilization, yet further financial clarity is needed before turning bullish.

Investors need to pay close attention to CG stock based on the movements in the options market lately.