Carlyle Group Inc. $CG Position Lifted by Private Management Group Inc.

Posted by Brenda Bartman on Nov 10th, 2026

Private Management Group Inc. grew its stake in Carlyle Group Inc. (NASDAQ:CG – Free Report) by 13.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,080,057 shares of the financial services provider’s stock after purchasing an additional 125,290 shares during the period. Carlyle Group makes up about 1.1% of Private Management Group Inc.’s holdings, making the stock its 14th largest holding. Private Management Group Inc.’s holdings in Carlyle Group were worth $42,835,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Fulcrum Asset Management LLP purchased a new stake in Carlyle Group in the 3rd quarter valued at $362,000. University of Texas Texas AM Investment Management Co. raised its holdings in shares of Carlyle Group by 26.8% during the 3rd quarter. University of Texas Texas AM Investment Management Co. now owns 2,797 shares of the financial services provider’s stock worth $111,000 after acquiring an additional 591 shares during the period. Ethic Inc. purchased a new position in shares of Carlyle Group during the 3rd quarter worth $242,000. Pictet Asset Management Holding SA boosted its position in shares of Carlyle Group by 3.6% during the 3rd quarter. Pictet Asset Management Holding SA now owns 100,255 shares of the financial services provider’s stock valued at $3,976,000 after acquiring an additional 3,479 shares during the last quarter. Finally, Heritage Family Offices LLP acquired a new position in shares of Carlyle Group during the 3rd quarter valued at about $61,000. Hedge funds and other institutional investors own 55.88% of the company’s stock.

Insider Transactions at Carlyle Group

In related 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 sale, the director directly 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 25.40% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. UBS Group cut their price objective on shares of Carlyle Group from $70.00 to $60.00 and set a “buy” rating for the company in a research report on Tuesday, October 13th. TD Cowen reduced their target price on shares of Carlyle Group from $54.00 to $42.00 and set a “hold” rating on the stock in a research note on Monday, October 12th. Weiss Ratings lowered shares of Carlyle Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, November 2nd. Citizens Jmp increased their price target on shares of Carlyle Group from $70.00 to $73.00 and gave the company a “market outperform” rating in a research note on Thursday, August 6th. Finally, Wells Fargo & Company started coverage on shares of Carlyle Group in a report on Friday, October 2nd. They set an “equal weight” rating and a $43.00 price target for the company. Eight analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $51.93.

View Our Latest Report on Carlyle Group

Carlyle Group Price Performance

NASDAQ:CG opened at $42.31 on Tuesday. Carlyle Group Inc. has a 52 week low of $35.41 and a 52 week high of $67.30. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 1.91. The company has a market capitalization of $15.08 billion, a P/E ratio of 45.01, a P/E/G ratio of 1.37 and a beta of 1.84. The stock’s fifty day moving average is $40.51 and its two-hundred day moving average is $46.65.

Carlyle Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, November 23rd. Investors of record on Monday, November 16th will be given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend is Monday, November 16th. Carlyle Group’s dividend payout ratio (DPR) is presently 148.94%.

Carlyle Group Company Profile

(Free Report)

The Carlyle Group Inc is a global alternative asset manager that invests on behalf of institutional and individual clients. Its business includes private equity, credit and investment solutions, including portfolios of private equity funds and related investments.

Founded in Washington, DC, in 1987, Carlyle has grown into an international firm with investment activities and offices across North America, Europe and Asia, among other regions. Its strategies span a range of industries and markets, and it works with businesses at different stages of development.

Harvey Schwartz became Carlyle’s chief executive officer in 2023.