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The Carlyle Group Inc. reported sharply weaker results for the six months ended June 30, 2026 despite steady fee revenue growth. Total revenues fell to $1,377.5 million from $2,546.0 million, driven mainly by a swing in investment income, as performance allocations moved from a gain to a loss.
Fund management fees increased to $1,241.0 million from $1,206.5 million and incentive fees rose, but total investment income turned to a loss of $502.8 million versus income of $853.8 million a year earlier. Net income attributable to Carlyle dropped to $4.9 million from $449.7 million, with diluted earnings per share declining to $0.01 from $1.23. Cash and cash equivalents were $1,256.5 million as of June 30, 2026, and total assets were $28,195.6 million, including significant consolidated fund assets and liabilities.
Carlyle Group Inc. filed a quarterly institutional holdings report as an institutional investment manager. The filing is a 13F combination report, meaning some holdings are reported here and others by related managers. The summary lists 19 reportable positions with an aggregate reported value of $10,000,861,951. Three other included managers are identified: Abingworth LLP, Carlyle Investment Management LLC, and CIM Global, L.L.C. An explanatory note states that AlpInvest Partners B.V. is an indirectly wholly owned investment adviser that makes its own investment decisions, and that Abingworth LLP became a relying adviser of Carlyle Investment Management L.L.C. following a prior acquisition.
Carlyle Group Inc. Chief Accounting Officer Andrews Charles Elliott Jr. reported a tax-withholding disposition of 12,364 common shares on August 1, 2026. The shares were withheld by the issuer at $46.02 per share to cover taxes on vested RSUs, leaving 135,364 shares directly owned; no shares were sold by him.
Carlyle Group Inc. Chief Financial Officer Justin Plouffe reported a tax-related disposition in which 62,533 shares of common stock were withheld by the issuer at $46.02 per share to cover taxes from vesting restricted stock unit awards. No shares were sold in the market, and he continues to hold 848,692 common shares directly.
Carlyle Group Inc. reports that Co-President John C. Redett had 124,558 shares of common stock withheld by the company on August 1, 2026 at $46.02 per share to cover taxes from vesting of previously reported RSU awards. The filing states no shares were sold by him, and he now directly holds 1,743,698 Carlyle Group shares.
Carlyle Group Inc.’s General Counsel, Kate Elizabeth Heinzelman, received a grant of 11,031 restricted stock units representing common stock, reported as acquired at $0.0000 per share and held directly.
The award will vest 40% on February 1, 2028, 30% on February 1, 2029 and 30% on February 1, 2030, contingent on her continued service, with 11,031 units reported as held following the transaction.
Carlyle Group Inc. Co-President Jeffrey Nedelman reported a tax-withholding disposition of 43,081 shares of common stock on 2026-08-01 at $46.02 per share, covering taxes from vesting restricted stock unit awards and related dividend equivalent units. The issuer withheld these shares, leaving Nedelman with 1,602,864 common shares held directly, and no shares were sold in the market.
Carlyle Group Inc. reported that Chief Operating Officer Lindsay LoBue had 18,284 shares of common stock withheld by the issuer on August 1, 2026 to satisfy tax obligations arising from the vesting of previously reported restricted stock unit and dividend equivalent unit awards. The footnote states that no shares were sold by the reporting person. Following this tax-withholding disposition, LoBue directly holds 697,921 shares of Carlyle Group common stock.
Carlyle Group Inc. Co-President Mark David Jenkins reported a Form 4 transaction in which 124,793 shares of common stock were withheld by the issuer on 2026-08-01 to satisfy tax obligations from the vesting of previously reported restricted stock units and related dividend equivalents. According to the disclosure, no shares were sold by Jenkins, and he now directly owns 1,409,214 shares of Carlyle common stock.
BlackRock, Inc. filed an amended Schedule 13G reporting passive ownership of common stock of Carlyle Group, Inc.. BlackRock reports beneficial ownership of 26,522,385 Carlyle common shares, representing 7.4% of the class. It has sole voting power over 25,084,207 shares and sole dispositive power over 26,522,385 shares, with no shared voting or dispositive power. The filing notes that various underlying persons have rights to dividends or sale proceeds related to these shares, but no single such person has an interest in more than five percent of Carlyle’s outstanding common stock.