Eurizon Capital SGR S.p.A. Takes $905,000 Position in Carlyle Group Inc. $CG

Posted by Stanley Muller on Jun 4th, 2026

Eurizon Capital SGR S.p.A. purchased a new stake in shares of Carlyle Group Inc. (NASDAQ:CG – Free Report) during the 4th quarter, Holdings Channel reports. The fund purchased 15,262 shares of the financial services provider’s stock, valued at approximately $905,000.

Several other large investors have also made changes to their positions in the company. DMC Group LLC lifted its stake in shares of Carlyle Group by 2.5% during the fourth quarter. DMC Group LLC now owns 6,762 shares of the financial services provider’s stock valued at $400,000 after acquiring an additional 168 shares during the period. Allworth Financial LP lifted its stake in shares of Carlyle Group by 32.3% during the fourth 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 period. Larson Financial Group LLC increased its holdings in 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 during the last quarter. Robertson Stephens Wealth Management LLC lifted its stake in 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 buying an additional 199 shares during the period. Finally, Savant Capital LLC lifted its stake in Carlyle Group by 3.4% in the third quarter. Savant Capital LLC now owns 7,888 shares of the financial services provider’s stock valued at $495,000 after buying an additional 263 shares during the period. Institutional investors and hedge funds own 55.88% of the company’s stock.

Carlyle Group Stock Down 5.0%

Shares of Carlyle Group stock opened at $42.29 on Thursday. Carlyle Group Inc. has a 1 year low of $41.54 and a 1 year high of $69.85. The business has a 50-day moving average of $47.96 and a two-hundred day moving average of $53.41. The company has a market capitalization of $15.22 billion, a P/E ratio of 28.96, a price-to-earnings-growth ratio of 1.52 and a beta of 1.84. The company has a debt-to-equity ratio of 1.92, a current ratio of 2.55 and a quick ratio of 2.55.

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). Carlyle Group had a return on equity of 20.95% and a net margin of 13.46%.The business had revenue of $750.90 million during the quarter, compared to the consensus estimate of $1.01 billion. During the same quarter last year, the company earned $1.14 earnings per share. The firm’s revenue was down 28.0% compared to the same quarter last year. As a group, equities analysts predict that Carlyle Group Inc. will post 4.05 EPS for the current year.

Carlyle Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 28th. Shareholders of record on Monday, May 18th were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 3.3%. The ex-dividend date was Monday, May 18th. Carlyle Group’s dividend payout ratio is 95.89%.

Wall Street Analyst Weigh In

Several research firms have weighed in on CG. UBS Group cut their target price on Carlyle Group from $81.00 to $65.00 and set a “buy” rating on the stock in a research note on Friday, February 20th. BMO Capital Markets cut their target price on Carlyle Group from $65.00 to $58.00 and set an “outperform” rating on the stock in a research note on Tuesday, March 24th. Wall Street Zen lowered Carlyle Group from a “hold” rating to a “sell” rating in a research note on Saturday, May 16th. Barclays cut their target price on Carlyle Group from $67.00 to $63.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Finally, Cfra lowered Carlyle Group to a “sell” rating and set a $45.00 target price on the stock. in a research note on Friday, May 8th. Seven analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $62.00.

View Our Latest Analysis on CG

Insider Activity

In other Carlyle Group news, Director David M. Rubenstein sold 500,000 shares of the stock in a transaction dated 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 in the company, valued at $1,279,015,381.92. This represents a 1.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 25.40% of the stock is owned by company insiders.

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.