5,439 Shares in The Carlyle Group Inc. (NASDAQ:CG) Acquired by J.W. Cole Advisors Inc.

J.W. Cole Advisors Inc. purchased a new position in shares of The Carlyle Group Inc. (NASDAQ:CG - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 5,439 shares of the financial services provider's stock, valued at approximately $275,000.

A number of other large investors also recently modified their holdings of CG. Creative Planning lifted its holdings in shares of The Carlyle Group by 7.4% during the third quarter. Creative Planning now owns 12,787 shares of the financial services provider's stock worth $551,000 after buying an additional 882 shares during the last quarter. Blue Trust Inc. raised its stake in shares of The Carlyle Group by 147.9% in the third quarter. Blue Trust Inc. now owns 1,909 shares of the financial services provider's stock valued at $77,000 after purchasing an additional 1,139 shares in the last quarter. Raymond James & Associates raised its stake in shares of The Carlyle Group by 11.3% in the third quarter. Raymond James & Associates now owns 546,405 shares of the financial services provider's stock valued at $23,528,000 after purchasing an additional 55,364 shares in the last quarter. SOL Capital Management CO raised its stake in shares of The Carlyle Group by 5.2% in the third quarter. SOL Capital Management CO now owns 151,134 shares of the financial services provider's stock valued at $6,508,000 after purchasing an additional 7,510 shares in the last quarter. Finally, International Assets Investment Management LLC acquired a new position in shares of The Carlyle Group in the third quarter valued at $67,540,000. 55.88% of the stock is currently owned by institutional investors and hedge funds.

The Carlyle Group Stock Down 4.1 %

Shares of NASDAQ:CG traded down $2.15 during mid-day trading on Friday, reaching $49.86. 2,848,704 shares of the stock were exchanged, compared to its average volume of 2,394,699. The company has a quick ratio of 2.32, a current ratio of 2.32 and a debt-to-equity ratio of 1.42. The company has a market cap of $17.83 billion, a P/E ratio of 17.94, a P/E/G ratio of 0.99 and a beta of 1.70. The Carlyle Group Inc. has a one year low of $36.65 and a one year high of $57.50. The stock's 50 day simple moving average is $52.62 and its 200-day simple moving average is $48.45.

The Carlyle Group (NASDAQ:CG - Get Free Report) last posted its quarterly earnings data on Monday, February 10th. The financial services provider reported $0.92 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.00 by ($0.08). The Carlyle Group had a return on equity of 24.02% and a net margin of 18.81%. As a group, equities research analysts predict that The Carlyle Group Inc. will post 4.48 EPS for the current year.

The Carlyle Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 28th. Shareholders of record on Friday, February 21st will be paid a $0.35 dividend. The ex-dividend date is Friday, February 21st. This represents a $1.40 dividend on an annualized basis and a yield of 2.81%. The Carlyle Group's dividend payout ratio is 50.36%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on CG. StockNews.com lowered The Carlyle Group from a "hold" rating to a "sell" rating in a research note on Thursday. TD Cowen increased their target price on The Carlyle Group from $43.00 to $49.00 and gave the stock a "hold" rating in a report on Friday, November 8th. Oppenheimer upped their price target on shares of The Carlyle Group from $78.00 to $85.00 and gave the stock an "outperform" rating in a research report on Monday, November 11th. Wolfe Research raised The Carlyle Group from a "peer perform" rating to an "outperform" rating and set a $60.00 price target on the stock in a research note on Friday, January 3rd. Finally, Wells Fargo & Company cut their target price on The Carlyle Group from $56.00 to $54.00 and set an "equal weight" rating on the stock in a research note on Wednesday, February 12th. One research analyst has rated the stock with a sell rating, eight have given a hold rating and seven have given a buy rating to the stock. Based on data from MarketBeat.com, The Carlyle Group has an average rating of "Hold" and an average price target of $54.93.

The Carlyle Group Company Profile

The Carlyle Group Inc is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES.