Carlyle will host a Shareholder Update on February 26, 2026, featuring presentations and a Q&A session.
Quiver AI Summary
Carlyle, the global investment firm, announced it will hold a Shareholder Update on February 26, 2026, featuring presentations by its senior leadership team that will cover the company's growth outlook and financial objectives. The event will start at 8:30 a.m. EST and will include a Q&A session, with materials and a live webcast available on the company's investor relations website. A replay will be accessible after the event for those who miss it. Carlyle, which manages $474 billion in assets as of September 30, 2025, operates across three segments: Global Private Equity, Global Credit, and Carlyle AlpInvest, and emphasizes investing wisely to create value for its stakeholders and communities.
Potential Positives
- Carlyle will host a Shareholder Update, providing transparency and engagement with shareholders on financial performance and future growth.
- The event will feature presentations from senior leadership, indicating a commitment to clear communication of the company's strategy and objectives.
- Accessibility of presentation materials and a live webcast enhances stakeholder engagement and ensures wider participation.
- Carlyle's significant assets under management of $474 billion signals strong performance and investor confidence in the firm.
Potential Negatives
- Announcement of a Shareholder Update may indicate that the company feels the need to address concerns or expectations regarding its growth and financial objectives, suggesting potential investor anxiety.
- The inclusion of forward-looking statements with disclaimers about risks and uncertainties could imply that there are significant unknowns about the company's future performance.
FAQ
When is Carlyle's Shareholder Update scheduled?
Carlyle's Shareholder Update is scheduled for Thursday, February 26, 2026, starting at 8:30 a.m. EST.
How can I access the Shareholder Update presentations?
The presentations will be available on the Events & Presentations section of ir.carlyle.com on the day of the event.
Will there be a replay of the Shareholder Update?
Yes, a replay of the Shareholder Update will be available on Carlyle's website following the event.
Who can I contact for questions about the Shareholder Update?
For inquiries, you can contact Carlyle's Investor Relations team at [email protected].
What sectors does Carlyle invest in?
Carlyle invests across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CG Insider Trading Activity
$CG insiders have traded $CG stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $CG stock by insiders over the last 6 months:
- DAVID M. RUBENSTEIN sold 625,000 shares for an estimated $35,343,750
- JEFFREY W. FERGUSON (General Counsel) has made 0 purchases and 4 sales selling 300,000 shares for an estimated $19,088,342.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CG Revenue
$CG had revenues of $332.7M in Q3 2025. This is an increase of 2.71% from the same period in the prior year.
You can track CG financials on Quiver Quantitative's CG stock page.
$CG Hedge Fund Activity
We have seen 309 institutional investors add shares of $CG stock to their portfolio, and 261 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC added 2,938,161 shares (+147.5%) to their portfolio in Q3 2025, for an estimated $184,222,694
- STATE STREET CORP added 1,720,483 shares (+20.9%) to their portfolio in Q3 2025, for an estimated $107,874,284
- UBS GROUP AG removed 1,500,719 shares (-37.2%) from their portfolio in Q4 2025, for an estimated $88,707,500
- BAMCO INC /NY/ removed 1,325,709 shares (-88.8%) from their portfolio in Q3 2025, for an estimated $83,121,954
- VERITION FUND MANAGEMENT LLC removed 1,317,154 shares (-96.2%) from their portfolio in Q3 2025, for an estimated $82,585,555
- BALYASNY ASSET MANAGEMENT L.P. added 1,205,933 shares (+inf%) to their portfolio in Q3 2025, for an estimated $75,611,999
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 1,200,480 shares (-12.1%) from their portfolio in Q3 2025, for an estimated $75,270,096
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CG Analyst Ratings
Wall Street analysts have issued reports on $CG in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/03/2025
- TD Cowen issued a "Buy" rating on 11/03/2025
- CIBC issued a "Outperformer" rating on 10/10/2025
- BMO Capital issued a "Outperform" rating on 10/03/2025
- JMP Securities issued a "Market Outperform" rating on 08/14/2025
- Barclays issued a "Overweight" rating on 08/07/2025
To track analyst ratings and price targets for $CG, check out Quiver Quantitative's $CG forecast page.
$CG Price Targets
Multiple analysts have issued price targets for $CG recently. We have seen 13 analysts offer price targets for $CG in the last 6 months, with a median target of $66.0.
Here are some recent targets:
- Glenn Schorr from Evercore ISI Group set a target price of $62.0 on 01/22/2026
- Bill Katz from TD Cowen set a target price of $76.0 on 01/14/2026
- Michael Brown from UBS set a target price of $81.0 on 01/13/2026
- Benjamin Budish from Barclays set a target price of $65.0 on 12/15/2025
- Kenneth Worthington from JP Morgan set a target price of $66.0 on 11/03/2025
- Christopher Allen from Citigroup set a target price of $71.0 on 11/03/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $64.0 on 11/03/2025
Full Release
WASHINGTON and NEW YORK, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Global investment firm Carlyle (NASDAQ: CG) announced today that it will host a Shareholder Update on Thursday, February 26, 2026. The Shareholder Update will include a series of presentations by the company's senior leadership team and will review Carlyle's growth outlook and financial objectives. Presentations will begin at 8:30 a.m. EST, followed by a Q&A session.
Presentation materials and a live webcast will be posted on the day of the event and can be accessed on the Events & Presentations section of ir.carlyle.com . For those unable to join the live webcast, a replay will be available on the website following the event.
Any questions regarding the 2026 Shareholder Update may be addressed to Carlyle’s Investor Relations team at [email protected] .
About Carlyle
Carlyle (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 $474 billion of assets under management as of September 30, 2025, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,400 people in 27 offices across four continents. Further information is available at www.carlyle.com . Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
Forward-Looking Statements
This press release may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including our expectations regarding the performance of our business, our financial results, our liquidity and capital resources, contingencies, and our dividend policy. You can identify these forward-looking statements by the use of words such as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates,” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks, uncertainties, and assumptions. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements including, but not limited to, those described in this presentation and under the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2024, filed with the U.S. Securities and Exchange Commission (“SEC”) on February 27, 2025, as such factors may be updated from time to time in our periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this presentation and in our other periodic filings with the SEC. We undertake no obligation to publicly update or review any forward-looking statements, whether as a result of new information, future developments, or otherwise, except as required by applicable law.
This release does not constitute an offer for any Carlyle fund.
| Contacts | ||
| Public Investor Relations | ||
| Daniel Harris | ||
| +1 (212) 813-4527 | ||
| [email protected] | ||
| Media | ||
| Brittany Bensaull | OR | Kristen Ashton |
| +1 (212) 813-4839 | +1 (212) 813-4763 | |
| [email protected] | [email protected] |