Legato Capital Management LLC Buys New Shares in Carlyle Group Inc. $CG

Posted by Geri Gentry on May 26th, 2026

Legato Capital Management LLC bought a new stake in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,879 shares of the financial services provider’s stock, valued at approximately $820,000.

Several other hedge funds have also made changes to their positions in the company. Global Retirement Partners LLC lifted its position in shares of Carlyle Group by 721.6% in the 4th quarter. Global Retirement Partners LLC now owns 7,485 shares of the financial services provider’s stock valued at $442,000 after acquiring an additional 6,574 shares in the last quarter. Algebris UK Ltd. purchased a new stake in Carlyle Group in the 4th quarter worth approximately $50,459,000. Leonteq Securities AG acquired a new position in shares of Carlyle Group during the 4th quarter worth $131,000. ABN Amro Investment Solutions acquired a new position in shares of Carlyle Group during the 4th quarter worth $435,000. Finally, PNC Financial Services Group Inc. increased its stake in shares of Carlyle Group by 57.0% during the 4th quarter. PNC Financial Services Group Inc. now owns 56,326 shares of the financial services provider’s stock worth $3,329,000 after purchasing an additional 20,454 shares during the last quarter. Hedge funds and other institutional investors own 55.88% of the company’s stock.

Insiders Place Their Bets

In other Carlyle Group news, Director David M. Rubenstein sold 500,000 shares of the firm’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $46.68, for a total value of $23,340,000.00. Following the completion of the sale, the director owned 27,399,644 shares in the company, valued at approximately $1,279,015,381.92. This trade represents a 1.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 26.30% of the company’s stock.

Carlyle Group Stock Performance

Shares of CG stock opened at $45.43 on Tuesday. Carlyle Group Inc. has a 12-month low of $43.19 and a 12-month high of $69.85. The company has a market capitalization of $16.35 billion, a P/E ratio of 31.12, a P/E/G ratio of 1.55 and a beta of 1.89. The firm has a 50-day moving average price of $48.29 and a 200 day moving average price of $53.81. The company has a quick ratio of 2.55, a current ratio of 2.55 and a debt-to-equity ratio of 1.92.

Carlyle Group (NASDAQ:CG – Get Free Report) last announced its quarterly 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). The firm had revenue of $750.90 million for the quarter, compared to the consensus estimate of $1.01 billion. Carlyle Group had a net margin of 13.46% and a return on equity of 20.95%. The company’s revenue for the quarter was down 28.0% on a year-over-year basis. During the same period in the prior year, the business earned $1.14 earnings per share. Research analysts forecast that Carlyle Group Inc. will post 4.05 earnings per share for the current fiscal year.

Carlyle Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Monday, May 18th will be given a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 3.1%. The ex-dividend date is Monday, May 18th. Carlyle Group’s dividend payout ratio (DPR) is presently 95.89%.

Analyst Ratings Changes

A number of research firms recently issued reports on CG. Evercore set a $56.00 target price on shares of Carlyle Group in a research note on Tuesday, April 21st. TD Cowen lowered their target price on shares of Carlyle Group from $53.00 to $50.00 and set a “hold” rating on the stock in a research note on Monday, May 18th. BMO Capital Markets lowered their target price on shares of Carlyle Group from $65.00 to $58.00 and set an “outperform” rating on the stock in a research note on Tuesday, March 24th. 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. Finally, UBS Group decreased their price target on shares of Carlyle Group from $81.00 to $65.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Seven analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $62.00.

Check Out Our Latest Stock Report on Carlyle Group

Carlyle Group Company Profile

(Free Report)

The Carlyle Group (NASDAQ: CG) is a global alternative asset manager that invests across a range of strategies including private equity, real assets (such as real estate and infrastructure), global credit, and investment solutions. Founded in 1987 and headquartered in Washington, DC, Carlyle raises and manages investment funds that acquire, operate and exit companies and assets on behalf of institutional and private investors. The firm is publicly traded on the Nasdaq exchange and operates as an asset manager and investment advisor rather than as an operating company.

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.