Carlyle Group INC

Market Movers (8-K)

NASDAQ
The Carlyle Group Inc. announced the appointment of Kate Heinzelman as its new General Counsel, effective June 29, 2026, with Jeffrey Ferguson transitioning to Senior Advisor.
NASDAQ
Global investment firm Carlyle announced new three-year financial targets for Fee Related Earnings, Inflows, and Distributable Earnings per share, alongside a $2 billion share repurchase authorization.
NASDAQ
Global investment firm Carlyle announced that General Counsel Jeffrey Ferguson will retire in 2026 and transition to a Senior Advisor role.
NASDAQ
The Carlyle Group Inc. announced strong third quarter 2025 financial results, driven by significant organic inflows and strategic growth initiatives.
Better than expected
Capital raise
NASDAQ
The Carlyle Group Inc. has issued $800 million in 5.050% Senior Notes due 2035, backed by unconditional guarantees from its key subsidiaries.
Capital raise
NASDAQ
Global investment firm Carlyle Group Inc. has priced an $800 million offering of 5.050% senior notes due 2035 for general corporate purposes.
Capital raise

Quarterly Earnings (10-Q)

NASDAQ
The Carlyle Group reported a net loss of $132.2 million for the first quarter of 2026, driven by performance allocation reversals amid market volatility.
Worse than expected
NASDAQ
Carlyle Group Inc. reported a significant drop in net income for Q3 2025 due to negative performance allocations, despite growth in AUM and fee-related earnings.
Delay expected
Worse than expected
Capital raise
NASDAQ
The Carlyle Group Inc. announced a significant increase in net income and performance allocations for the second quarter of 2025, driven by strong investment performance and AUM growth across its segments.
Better than expected
NASDAQ
The Carlyle Group announces its first quarter 2025 financial results, highlighted by a restructuring of its investment in NGP and navigating a landscape of significant global economic uncertainty.
Worse than expected
NASDAQ
The Carlyle Group Inc. announced robust third-quarter results, highlighted by significant performance allocations and increased fee-related earnings.
Better than expected
NASDAQ
The Carlyle Group's second-quarter results show a complex picture with increased fund management fees but a significant swing in investment income.
Worse than expected

Annual Reports (10-K)

NASDAQ
Carlyle Group saw its Assets Under Management grow 8% to $477 billion in 2025, driven by significant inflows and increased investment deployment across its global private equity, credit, and AlpInvest segments.
Capital raise
NASDAQ
Carlyle Group reports a 4% increase in AUM to \$441 billion for 2024, fueled by \$40.8 billion in inflows and strategic deployment across its private equity, credit, and investment solutions segments.
NASDAQ
The Carlyle Group's 2023 annual report reveals a 14% increase in assets under management to $426 billion and a strategic shift in employee compensation.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Carlyle Group Chief Operating Officer Lindsay LoBue acquired 3,120 shares of common stock via dividend equivalent units.
NASDAQ
Carlyle Group Co-President Mark Jenkins acquired 7,634 shares of common stock via dividend equivalent units.
NASDAQ
Carlyle Group CFO Justin Plouffe acquired 4,077 shares of common stock via dividend equivalent units.
NASDAQ
Chief Accounting Officer Charles E. Andrews Jr. acquired 409 shares of Carlyle Group Inc. common stock via dividend equivalent units.
NASDAQ
Carlyle Group Co-President Jeffrey Nedelman acquired 7,733 shares via dividend equivalent units.
NASDAQ
Carlyle Group Inc. Co-President John C. Redett acquired 10,830 shares of common stock via dividend equivalent units.

Proxy Statements (Def-14A)

NASDAQ
The Carlyle Group Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Carlyle's 2025 Proxy Statement outlines key proposals for the annual shareholder meeting, highlights the firm's strong 2024 financial performance, and details its corporate governance and executive compensation practices.
Better than expected
NASDAQ
The Carlyle Group Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
The Carlyle Group seeks shareholder approval for an amended equity incentive plan to increase shares and align employee compensation with long-term shareholder value.

Institutional Holdings (13F)

NASDAQ
The Carlyle Group Inc. discloses its institutional investment holdings as of March 31, 2026, reporting a total portfolio value of approximately $10.62 billion.
NASDAQ
Carlyle Group Inc. filed its Q4 2025 13F-HR report, revealing $13.57 billion in equity holdings across 20 positions, including significant stakes in Medline Inc. and Standardaero Inc.
NASDAQ
Carlyle Group Inc. filed its Form 13F-HR, revealing institutional investment holdings totaling over $4.3 billion as of September 30, 2025.
NASDAQ
Carlyle Group Inc. reported its equity holdings for the second quarter of 2025, totaling over $5 billion across 20 positions.
NASDAQ
Carlyle Group Inc.'s latest 13F filing discloses its holdings as of March 31, 2025, showcasing a diverse portfolio with a total value of approximately $3.8 billion.
NASDAQ
Carlyle Group Inc. reports its holdings for the quarter ended December 31, 2024, revealing a total portfolio value of approximately $4.15 billion across 27 positions.

Schedule 13D - Activist Investments

NASDAQ
Carlyle Group, a major shareholder in CommScope, has entered into a voting agreement to support the sale of CommScope's Connectivity and Cable Solutions segment to Amphenol for approximately $10.5 billion in cash.
NASDAQ
The Carlyle Group and its affiliated entities have disclosed a reduction in their beneficial ownership of NuCana plc's Ordinary Shares to 2.4%, falling below the 5% reporting threshold.
Worse than expected
NASDAQ
Carlyle Group Management L.L.C. has announced it no longer beneficially owns any shares of The Carlyle Group Inc. common stock following the expiration of previously held proxies on January 1, 2025.
NASDAQ
The Carlyle Group Inc. has filed an Amendment No. 3 to its Schedule 13D, reporting a beneficial ownership of 17.3% of CommScope Holding Company, Inc.'s common stock, primarily due to dividend payments received in Series A Preferred Stock.

Schedule 13G - Passive Investments

NASDAQ
The Carlyle Group and its affiliates have reported beneficial ownership of 4.1% of Q32 Bio Inc.'s common stock as of June 18, 2026.
NASDAQ
The Carlyle Group has filed an amended Schedule 13G, confirming its continued beneficial ownership of 84,587,035 shares of StandardAero, Inc. common stock.
NASDAQ
The Carlyle Group and its affiliates have filed a Schedule 13G reporting a 20.6% beneficial ownership stake in Medline Inc. Class A Common Stock.
NASDAQ
Capital World Investors has reported a 5.0% beneficial ownership of The Carlyle Group Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in Carlyle Group Inc. following an internal realignment.
NASDAQ
Carlyle Group Inc. and its affiliates have reported a beneficial ownership of 24.4% of Medline Inc.'s Class A Common Stock as of December 31, 2025.