8-K ·Filed Feb 26, 2026

CG

Carlyle Group Inc.
BULLISH
Impact 7/10
Horizonmonths Processed7mo ago SEC0001527166-26-000006
8-K context-dependent: Items 7.01
Actionable Insight ▲ Bullish

Monitor whether Carlyle can achieve these aggressive growth targets, particularly the $200+ billion in inflows which would represent significant AUM growth from current $477 billion. The share buyback could provide near-term support for the stock price.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
CG ▼ -17.13% at T+60d
LONG call ✗ call lost -17.13% · α vs SPY -24.88% · entry $54.46 → $45.13
Entry anchored
Feb 25, 03:59 PM ET
via exchange tick
T+1d
-4.54%
call -4.54% · α -4.08%
$51.99
settled 7mo ago
T+5d
-5.12%
call -5.12% · α -4.00%
$51.67
settled 7mo ago
T+20d
-14.12%
call -14.12% · α -7.72%
$46.77
settled 6mo ago
T+60d
-17.13%
call -17.13% · α -24.88%
$45.13
settled 4mo ago

Price Chart

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Executive Summary

Carlyle Group announced three-year financial targets including $1.9+ billion in Fee Related Earnings (FRE), $200+ billion in inflows, and $6.00+ in Distributable Earnings (DE) per common share by end of 2028. The company also announced a new $2 billion share repurchase authorization.

Key Facts

  • Announced three-year financial targets to be achieved by end of 2028
  • Fee Related Earnings (FRE) target of $1.9+ billion
  • Inflows target of $200+ billion
  • Distributable Earnings (DE) per common share target of $6.00+
  • Board approved new $2 billion share repurchase authorization
  • Guidance reflects confidence in platform momentum and ability to deliver sustained growth

Financial Impact

$1.9+ billion FRE, $200+ billion inflows, $6.00+ DE per share, $2 billion share buyback

revenueearningsinflowsshare count

Risk Factors

  • Forward-looking statements are subject to various risks and uncertainties
  • Projections assume benign market conditions
  • No guarantee fundraising will translate into increased earnings and margins

Market Snapshot

Exchange
Nasdaq

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001527166-26-000006
Document: cg202602268-kexx991.htm0001527166-26-000006
Document: 0001527166-26-000006-index-headers.html0001527166-26-000006
Document: 0001527166-26-000006-index.html0001527166-26-000006
Document: 0001527166-26-000006.txt0001527166-26-000006
2 reports for CG
Performance horizon
Filters
Rows
Reports for CG — sortable, filterable
TypeNow
Apr 9, 2026
25w ago
Press Release
NEUTRAL ★ 3/10
$48.17 $44.04▼ −8.57%▼ −19.36%$39.82 (−17.33%)
Feb 26, 2026
31w ago
8-K
BULLISH ★ 7/10
$54.46 $45.13▼ −17.13%▼ −24.88%$39.82 (−26.88%)
Showing 2 of 2

US Market Status

Market Closed — Opens Mon (38h 31m)

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