Every 8-K that The Carlyle Group Inc. (CG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CG filings page.
The Carlyle Group Inc. held its 2026 Annual Meeting of Shareholders on June 3, 2026, where investors elected thirteen directors for one-year terms and approved an amended and restated 2012 Equity Incentive Plan previously cleared by the Board.
Director nominees generally received over 288 million votes in favor, with Harvey M. Schwartz receiving 299,883,948 votes for and 2,435,697 withheld. Shareholders ratified Ernst & Young LLP as independent registered public accounting firm for 2026 with 325,337,355 votes for and 7,384,983 against.
The amended and restated equity incentive plan was approved with 252,707,398 votes for and 49,426,621 against. A non-binding say-on-pay resolution on named executive officer compensation also passed, receiving 246,902,606 votes for and 54,984,239 against, with 432,800 abstentions.
The Carlyle Group Inc. appointed Kate Heinzelman as General Counsel, effective June 29, 2026, succeeding longtime General Counsel Jeffrey W. Ferguson, who will become a Senior Advisor. Heinzelman will report directly to CEO Harvey Schwartz and lead Carlyle’s global legal and compliance organization.
She previously served as General Counsel of the Central Intelligence Agency and held senior roles at the Department of Justice, the Department of Health & Human Services, the White House Counsel’s Office and in private practice. Carlyle highlights that it managed $475 billion of assets under management as of March 31, 2026, with more than 2,500 employees across 28 offices.
The Carlyle Group Inc. reported a U.S. GAAP loss before income taxes of $179 million for Q1 2026, leading to a net loss attributable to common stockholders of $132.2 million, or $(0.37) per diluted share. The loss was driven largely by investment losses, including performance allocations, which produced a margin on loss before income taxes of 70.5%.
On a non‑GAAP basis, Carlyle generated pre‑tax Distributable Earnings of $327 million, or $0.89 per common share after tax, with Fee Related Earnings of $300 million. Total assets under management reached $475 billion as of March 31 2026, up 5% year‑over‑year, and fee‑earning AUM was $333 billion, up 6%.
The Board declared a quarterly dividend of $0.35 per common share, payable May 28 2026 to shareholders of record on May 18 2026, and the company repurchased or withheld 3.8 million shares in Q1 2026 for $205 million. Available capital stood at $96 billion, and net accrued performance revenues were $2.6 billion as of March 31 2026.
The Carlyle Group Inc. used this report to outline a multi‑year growth plan and new capital return program. At its 2026 Shareholder Update, the firm set three‑year targets through the end of 2028, including Fee Related Earnings of $1.9+ billion, inflows of $200+ billion, and Distributable Earnings per common share of $6.00+.
Carlyle also announced that its Board of Directors approved a new $2 billion share repurchase authorization, giving the company flexibility to buy back stock under its capital allocation framework. The firm noted it had $477 billion of assets under management as of December 31, 2025, underscoring the scale behind these objectives.
The Carlyle Group Inc. reported strong fourth-quarter and full-year 2025 results, highlighted by higher earnings and growing assets under management. For 2025, U.S. GAAP income before income taxes was $1.2 billion, with a margin of 24.3%, and net income attributable to common stockholders was $808.7 million.
On a cash-focused basis, Carlyle generated full-year Distributable Earnings of $1.7 billion, or $4.02 per common share, and Fee Related Earnings of $1.2 billion, up 12% from 2024. Net income in the fourth quarter was $358.1 million, or $0.96 per diluted share, with quarterly Distributable Earnings of $436.4 million ($1.01 per share).
Total assets under management reached $477 billion as of December 31, 2025, up 8% year over year, while fee-earning assets under management rose to $337 billion, up 11%. Net accrued performance revenues were $2.9 billion, reflecting portfolio appreciation and realizations across Global Private Equity, Global Credit, and Carlyle AlpInvest.
Carlyle’s Board declared a quarterly dividend of $0.35 per common share, bringing 2025 distributions to $1.40 per share. The firm also repurchased or withheld 12.7 million shares in 2025 at an aggregate cost of $686.5 million, and ended the year with $2.0 billion of cash and no borrowings on its $1.0 billion revolver.
The Carlyle Group Inc. (CG) filed an 8-K stating it furnished a summary press release and a detailed earnings presentation announcing financial results for its third quarter ended September 30, 2025. These materials are attached as Exhibit 99.1 and Exhibit 99.2. The company notes the information is furnished, not filed, under the Exchange Act.
The filing also lists Carlyle’s securities registered on Nasdaq, including its common stock (CG) and 4.625% subordinated notes due 2061 (CGABL).
The Carlyle Group Inc. entered into an indenture to issue $800,000,000 aggregate principal amount of 5.050% Senior Notes due 2035, fully and unconditionally guaranteed on a senior unsecured basis by key holding subsidiaries. The notes were issued under an effective shelf registration statement.
The notes bear interest at 5.050% per annum from September 19, 2025, with interest payable semiannually on March 19 and September 19 each year, starting March 19, 2026. They mature on September 19, 2035, and include covenants limiting certain mergers, asset transfers and liens, as well as customary events of default. Carlyle may redeem the notes at a make‑whole price before June 19, 2035 and at par plus accrued interest on or after that date.
The Carlyle Group Inc. filed an 8-K disclosing a press release dated September 16, 2025 about a senior notes offering. The filing includes a cover page interactive data reference and is signed by John C. Redett, Chief Financial Officer. No offering size, pricing, use of proceeds, or further financial terms are provided in the text supplied here.