Representative Jefferson Shreve (R-Indiana) recently sold shares of The Carlyle Group Inc. NASDAQ: CG. In a filing disclosed on April 11th, the Representative disclosed that they had sold between $15,001 and $50,000 in The Carlyle Group stock on March 5th. The trade occurred in the Representative's "CRT - STANDARD UNIT TRUST" account.
Representative Jefferson Shreve also recently made the following trade(s):
- Purchased $15,001 - $50,000 in shares of Harley-Davidson NYSE: HOG on 3/31/2025.
- Purchased $50,001 - $100,000 in shares of Block NYSE: XYZ on 3/31/2025.
- Sold $15,001 - $50,000 in shares of DuPont de Nemours NYSE: DD on 3/31/2025.
- Purchased $15,001 - $50,000 in shares of United Community Banks NASDAQ: UCB on 3/31/2025.
- Sold $15,001 - $50,000 in shares of IDEX NYSE: IEX on 3/31/2025.
- Purchased $15,001 - $50,000 in shares of HNI NYSE: HNI on 3/31/2025.
- Sold $50,001 - $100,000 in shares of ServiceNow NYSE: NOW on 3/31/2025.
- Sold $15,001 - $50,000 in shares of Coinbase Global NASDAQ: COIN on 3/31/2025.
- Sold $15,001 - $50,000 in shares of Constellation Energy NASDAQ: CEG on 3/31/2025.
- Sold $50,001 - $100,000 in shares of Simon Property Group NYSE: SPG on 3/31/2025.
The Carlyle Group Price Performance
NASDAQ:CG traded up $0.59 during trading hours on Friday, hitting $35.84. The company's stock had a trading volume of 3,036,030 shares, compared to its average volume of 2,555,494. The company has a debt-to-equity ratio of 1.42, a current ratio of 2.32 and a quick ratio of 2.32. The company has a market capitalization of $12.95 billion, a P/E ratio of 12.89, a PEG ratio of 0.98 and a beta of 1.72. The Carlyle Group Inc. has a twelve month low of $33.02 and a twelve month high of $57.50. The stock has a fifty day simple moving average of $43.68 and a 200-day simple moving average of $48.97.
The Carlyle Group (NASDAQ:CG - Get Free Report) last announced its quarterly earnings results on Monday, February 10th. The financial services provider reported $0.92 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.00 by ($0.08). The Carlyle Group had a net margin of 18.81% and a return on equity of 24.02%. On average, analysts anticipate that The Carlyle Group Inc. will post 4.48 EPS for the current fiscal year.
The Carlyle Group Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Friday, February 28th. Stockholders of record on Friday, February 21st were issued a dividend of $0.35 per share. The ex-dividend date of this dividend was Friday, February 21st. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.91%. The Carlyle Group's dividend payout ratio (DPR) is currently 50.36%.
Wall Street Analysts Forecast Growth
CG has been the topic of several recent research reports. StockNews.com downgraded The Carlyle Group from a "hold" rating to a "sell" rating in a report on Thursday, February 20th. Bank of America reduced their price target on The Carlyle Group from $47.00 to $46.00 and set an "underperform" rating on the stock in a report on Friday, April 4th. Evercore ISI lifted their target price on shares of The Carlyle Group from $51.00 to $52.00 and gave the stock an "in-line" rating in a research report on Wednesday, February 12th. Morgan Stanley decreased their price target on shares of The Carlyle Group from $57.00 to $44.00 and set an "equal weight" rating for the company in a research report on Monday, April 14th. Finally, Oppenheimer cut shares of The Carlyle Group from an "outperform" rating to a "market perform" rating in a research note on Wednesday, March 19th. Two analysts have rated the stock with a sell rating, ten have issued a hold rating and six have assigned a buy rating to the stock. According to MarketBeat.com, The Carlyle Group has a consensus rating of "Hold" and a consensus target price of $50.71.
Check Out Our Latest Report on CG
Hedge Funds Weigh In On The Carlyle Group
Institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its stake in The Carlyle Group by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 23,161,423 shares of the financial services provider's stock worth $1,169,420,000 after buying an additional 180,757 shares during the period. Capital World Investors raised its position in shares of The Carlyle Group by 0.3% during the fourth quarter. Capital World Investors now owns 19,778,358 shares of the financial services provider's stock worth $998,609,000 after purchasing an additional 50,784 shares during the period. William Blair Investment Management LLC lifted its holdings in shares of The Carlyle Group by 15.5% in the 4th quarter. William Blair Investment Management LLC now owns 13,249,941 shares of the financial services provider's stock worth $668,990,000 after purchasing an additional 1,773,465 shares in the last quarter. Boston Partners increased its stake in The Carlyle Group by 7.1% during the 4th quarter. Boston Partners now owns 7,102,085 shares of the financial services provider's stock valued at $358,687,000 after purchasing an additional 467,767 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its stake in The Carlyle Group by 201.4% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 6,351,432 shares of the financial services provider's stock valued at $320,684,000 after acquiring an additional 4,244,131 shares during the last quarter. 55.88% of the stock is currently owned by institutional investors.
About Representative Shreve
Jefferson Shreve (Republican Party) is a member of the U.S. House, representing Indiana's 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.
Shreve (Republican Party) is running for re-election to the U.S. House to represent Indiana's 6th Congressional District. He declared candidacy for the 2026 election.
Email editor@ballotpedia.org to notify us of updates to this biography.
Jefferson Shreve earned a bachelor's degree from Indiana University in 1989, a graduate degree from the University of London in 1998, and a graduate degree from Purdue University in 2003. Shreve's career experience includes working as a real estate executive.
Shreve was elected 7th District Vice Chairman of the Indiana Republican State Committee on January 17, 2018, and was re-elected on March 6, 2021. In 2020, he was selected as a district-level delegate to the 2020 Republican National Convention.
About The Carlyle Group
(
Get Free Report)
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.
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