Carlyle Group Inc. (CG) reported an insider equity award for Co-President Mark David Jenkins. On 2026-08-26, he acquired 6,264 shares of Common Stock at a stated price of $0.00 per share through a grant/award transaction. Following this award, he directly holds 1,415,478 Common Shares.
According to the footnote, these shares represent dividend equivalent units credited on previously granted restricted stock unit awards in connection with Carlyle Group Inc.'s quarterly dividend. The dividend equivalent units will vest on the same schedule and under the same terms and conditions as the related underlying restricted stock unit awards.
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.
The Carlyle Group Inc. reported strong operating performance for the quarter ended June 30, 2026, with Distributable Earnings of $472 million (after‑tax $1.07 per common share) and U.S. GAAP income before income taxes of $274 million, a 24.4% margin.
Fee Related Earnings rose to $358 million with a 47% FRE margin, and net accrued performance revenues stood at $2.4 billion. GAAP net income attributable to common stockholders was $137 million, or $0.37 diluted EPS, as lower investment income and negative net performance revenues reduced headline profitability versus the prior year.
Total assets under management reached $485 billion, including $334 billion of fee‑earning AUM and $97 billion of available capital. The firm highlighted record Fee Related Earnings, its highest Distributable Earnings in nearly four years, and client distributions of nearly $7 billion in the quarter and $37 billion over the past year.
The Board declared a $0.35 quarterly dividend per common share and repurchased or withheld 6.7 million shares in the quarter for $304 million, leaving $1.6 billion of capacity under the $2.0 billion repurchase authorization.
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.