Carlyle Group (NASDAQ:CG) Lowered to Sell Rating by Wall Street Zen

Posted by Francis Steltz on May 17th, 2026

Wall Street Zen downgraded shares of Carlyle Group (NASDAQ:CG – Free Report) from a hold rating to a sell rating in a research note published on Saturday morning.

Other equities analysts have also recently issued research reports about the company. BMO Capital Markets cut their price target on Carlyle Group from $65.00 to $58.00 and set an “outperform” rating for the company in a report on Tuesday, March 24th. Weiss Ratings cut Carlyle Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 11th. UBS Group cut their price target on Carlyle Group from $81.00 to $65.00 and set a “buy” rating for the company in a report on Friday, February 20th. TD Cowen cut Carlyle Group from a “buy” rating to a “hold” rating and cut their price target for the company from $54.00 to $53.00 in a report on Friday, May 8th. Finally, JPMorgan Chase & Co. cut their price target on Carlyle Group from $66.00 to $63.00 and set a “neutral” rating for the company in a report on Friday, May 8th. Seven research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $62.20.

View Our Latest Stock Report on CG

Carlyle Group Trading Down 4.0%

Shares of CG opened at $48.02 on Friday. The company has a debt-to-equity ratio of 1.92, a current ratio of 2.55 and a quick ratio of 2.33. Carlyle Group has a 1 year low of $43.19 and a 1 year high of $69.85. The company has a 50 day simple moving average of $48.63 and a two-hundred day simple moving average of $54.23. The firm has a market cap of $17.29 billion, a P/E ratio of 32.89, a price-to-earnings-growth ratio of 1.63 and a beta of 1.89.

Carlyle Group (NASDAQ:CG – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The financial services provider reported $0.89 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.02). The company had revenue of $750.90 million for the quarter, compared to analysts’ expectations of $1.01 billion. Carlyle Group had a net margin of 13.46% and a return on equity of 20.95%. The company’s quarterly revenue was down 28.0% compared to the same quarter last year. During the same period last year, the business earned $1.14 earnings per share. On average, equities analysts expect that Carlyle Group will post 4.04 earnings per share for the current fiscal year.

Carlyle Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Stockholders of record on Monday, May 18th will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, May 18th. Carlyle Group’s dividend payout ratio (DPR) is presently 95.89%.

Insider Activity

In other news, Director David M. Rubenstein sold 500,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The stock was 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 directly owned 27,399,644 shares of the company’s stock, valued at $1,279,015,381.92. This trade represents a 1.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 26.30% of the stock is owned by insiders.

Institutional Investors Weigh In On Carlyle Group

Several institutional investors have recently modified their holdings of CG. Fifth Third Bancorp lifted its stake in shares of Carlyle Group by 28.7% during the 3rd quarter. Fifth Third Bancorp now owns 107,198 shares of the financial services provider’s stock worth $6,721,000 after acquiring an additional 23,901 shares during the last quarter. Swiss Life Asset Management Ltd lifted its stake in shares of Carlyle Group by 162.3% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 119,907 shares of the financial services provider’s stock worth $7,518,000 after acquiring an additional 74,190 shares during the last quarter. New York State Common Retirement Fund lifted its stake in shares of Carlyle Group by 16.3% during the 3rd quarter. New York State Common Retirement Fund now owns 207,395 shares of the financial services provider’s stock worth $13,004,000 after acquiring an additional 29,000 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of Carlyle Group by 2.9% during the 3rd quarter. Vanguard Group Inc. now owns 25,434,009 shares of the financial services provider’s stock worth $1,594,712,000 after acquiring an additional 714,428 shares during the last quarter. Finally, Onyx Bridge Wealth Group LLC bought a new stake in shares of Carlyle Group during the 3rd quarter worth approximately $1,564,000. 55.88% of the stock is owned by institutional investors.

Carlyle Group Company Profile

(Get 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.