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Carlyle Sets Ambitious Financial Targets

Carlyle (NASDAQ: CG) recently announced its growth outlook and financial objectives at the 2026 shareholder update. The global investment firm set three-year financial targets to be achieved by the end of 2028, including a fee related earnings ("FRE") of over $1.9 billion, inflows of more than $200 billion, and distributable earnings ("DE") per common share of $6.00 or more.

In addition, Carlyle's board of directors approved a new $2 billion share repurchase authorization, providing the firm with flexibility to repurchase shares as part of its disciplined capital allocation framework.

Harvey M. Schwartz, Chief Executive Officer of Carlyle, emphasized the company's confidence in the momentum of its platform and its ability to deliver sustained growth and enhanced shareholder value. This confidence is reflected in the financial targets announced, which are based on the firm's record financial results over the past three years.

Carlyle's purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which it operates. As of December 31, 2025, the firm had $477 billion of assets under management and employed over 2,500 people in 27 offices across four continents.

The presentation materials and a live webcast of the 2026 shareholder update are accessible on Carlyle's website, with a replay of the webcast available following the event.

Following these announcements, the company's shares moved -0.76%, and are now trading at a price of $65.62. For the full picture, make sure to review Carlyle's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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