{"filings":[{"id":759719,"accession_number":"0001527166-26-000030","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2026-06-01T12:00:39+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Carlyle appoints Kate Heinzelman as General Counsel; Jeff Ferguson to be Senior Advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kate Heinzelman appointed General Counsel effective June 29, 2026; reports to CEO Harvey Schwartz.","Heinzelman previously served as General Counsel of the CIA (2022-2025) and Chief Counselor to U.S. Attorney General.","Incumbent Jeffrey Ferguson, General Counsel since 1999, to become Senior Advisor on June 29, 2026.","Ferguson will support leadership transition and advise on strategic matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93424,"accession_number":"0001527166-26-000023","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Reports Q1 2026 Loss of $179M, Declares $0.35 Dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["U.S. GAAP loss before provision for income taxes was $179 million with a margin of 70.5% for Q1 2026.","CEO Harvey Schwartz cited record U.S. Buyout realizations and AlpInvest growth; reiterates confidence in 2028 targets.","Board declared a quarterly dividend of $0.35 per share, payable May 28, 2026, to holders of record May 18, 2026.","Assets under management reached $475 billion as of March 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":254000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105024,"accession_number":"0001527166-26-000006","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Carlyle targets $1.9B+ FRE, $200B+ inflows, $6.00+ DE per share by 2028; $2B buyback authorized","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three-year financial targets by end of 2028: Fee Related Earnings (FRE) of $1.9+ billion.","Inflows target of $200+ billion and Distributable Earnings (DE) per common share of $6.00+.","Board approved new $2 billion share repurchase authorization, adding flexibility to capital allocation.","CEO Harvey Schwartz cites record financial results and confidence in momentum to deliver sustained growth.","Presentation materials and webcast available on ir.carlyle.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105023,"accession_number":"0001527166-26-000002","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q4 2025 GAAP income before taxes $462M; declares $0.35 dividend","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q4 2025 GAAP income before provision for income taxes $462M; full-year $1.2B; margin 24.3%.","CEO reports 2025 as record year with record Fee Related Earnings and strong fundraising.","Quarterly dividend of $0.35 per share, payable Feb 20, 2026 to holders of record Feb 16.","Full-year 2025 aggregate dividends $1.40; management cites outperformance vs. targets."],"consensus_eps_estimate":null,"consensus_eps_actual":2.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":4779800000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121269,"accession_number":"0001527166-25-000128","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Carlyle General Counsel Jeffrey Ferguson to retire in 2026, become Senior Advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey Ferguson, General Counsel since 1999, to retire in 2026; will become Senior Advisor for transition.","Carlyle commencing external search for successor; Ferguson to continue as Advisor on ongoing matters.","CEO Harvey Schwartz and Co-Chairmen thank Ferguson for over 25 years of service and leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121268,"accession_number":"0001527166-25-000122","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q3 GAAP pre-tax income $86M, margin 25.8%; $17B inflows, dividend $0.35","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP income before provision for income taxes of $86 million; margin 25.8%.","Generated $17 billion of organic quarterly inflows across strategic platforms.","Board declared $0.35 per share quarterly dividend, payable Nov 19, record Nov 10.","CEO cites strong momentum and positioning to exceed updated 2025 financial targets."],"consensus_eps_estimate":null,"consensus_eps_actual":1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":2878700000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137914,"accession_number":"0001193125-25-209115","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Carlyle Group issues $800M of 5.050% Senior Notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $800M aggregate principal of 5.050% Senior Notes due 2035, priced at par.","Interest payable semiannually March 19 and September 19, first payment March 19, 2026.","Notes fully and unconditionally guaranteed by four named Carlyle subsidiaries.","Make-whole redemption available prior to June 19, 2035; par redemption thereafter.","Underwriting syndicate led by Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137913,"accession_number":"0001193125-25-205282","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-09-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Carlyle prices $800M of 5.050% senior notes due 2035 for general corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Notes offering of $800 million aggregate principal at 5.050% coupon, maturing 2035.","Fully guaranteed by Carlyle Holdings I, II, III and CG Subsidiary Holdings.","Expected closing on September 19, 2025, subject to customary conditions.","Proceeds used for general corporate purposes; joint book-runners include Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137912,"accession_number":"0001527166-25-000097","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle reports Q2 2025 pre-tax income of $441M, 28% margin; declares $0.35 dividend","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Income before provision for income taxes was $441M, with a margin of 28.0%.","Board declared a quarterly dividend of $0.35 per share, payable Aug 28, record Aug 18.","CEO Harvey Schwartz cited an 'exceptionally strong second quarter' and record financial results.","Full detailed earnings presentation available on ir.carlyle.com."],"consensus_eps_estimate":null,"consensus_eps_actual":1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2546000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137911,"accession_number":"0001527166-25-000088","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Carlyle names three Co-Presidents, new CFO, and Vice Chairman effective Jan 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Redett (current CFO) becomes Co-President leading Global Private Equity; Justin Plouffe to succeed him as CFO.","Mark Jenkins becomes Co-President leading Global Credit and Insurance; Jeff Nedelman becomes Co-President leading Global Client Business.","Admiral James Stavridis, former NATO Supreme Commander, becomes Vice Chairman of Carlyle.","Michael Wand named Head of EMEA Investments, overseeing all investment activity in the region.","All appointments effective January 1, 2026; Redett remains CFO through year-end 2025 for transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155306,"accession_number":"0001527166-25-000085","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-05-30T23:59:59+00:00","items":["1.01","2.03","5.07"],"status":"ready","headline":"Carlyle Group enters Third Amended Credit Agreement, extends $1B facility to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Third Amended and Restated Credit Agreement signed May 29, 2025; $1.0B revolving facility maintained, no amounts drawn.","Maturity extended to May 29, 2030 from April 29, 2027; ability to increase facility by up to $250M.","Interest rates: base rate + up to 0.50% or SOFR + 0.10% + up to 1.50% margin; commitment fee up to 0.15%.","Financial covenants: management fee earning assets ≥ $156.9B, total leverage ratio < 4.0x; tested quarterly.","Annual Meeting results: all eight directors elected; auditor ratified; say-on-pay passed with ~206.5M for, 87M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155305,"accession_number":"0001527166-25-000066","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q1 GAAP pre-tax income $171M, record FRE and AUM","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["GAAP income before tax of $171 million and margin of 17.6%.","CEO Schwartz cites record Fee Related Earnings, FRE margin, and assets under management; $84B dry powder.","Quarterly dividend declared at $0.35 per share, payable May 27 to holders of record May 19.","Specific EPS, revenue, and AUM figures not included in the 8-K exhibits; see earnings presentation online."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":973100000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173818,"accession_number":"0001527166-25-000002","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle reports Q4 2024 pre-tax income $265M; full-year $1.4B; declares $0.35 dividend","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q4 2024 GAAP pre-tax income of $265M and margin of 25.7%.","Full-year 2024 GAAP pre-tax income of $1.4B and margin of 25.7%.","CEO Schwartz says all financial targets met, including record Fee Related Earnings and FRE margin.","Board declared Q1 2025 dividend of $0.35/share, payable Feb 28 to holders of record Feb 21.","Full-year 2024 aggregate distributions to common shareholders totaled $1.40/share."],"consensus_eps_estimate":null,"consensus_eps_actual":2.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":5425800000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190796,"accession_number":"0001527166-24-000076","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle reports Q3 income before tax of $789M, accrued performance up 27%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2024 GAAP income before tax of $789M; margin on income before tax of 29.9%.","Accrued performance allocations net of givebacks of $7.2B, up 27% from Q2 2024.","Record quarterly Fee Related Earnings and FRE margin per CEO statement.","Dividend declared: $0.35/share, record date Nov 18, payable Nov 25, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":4393300000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207269,"accession_number":"0001527166-24-000060","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2024-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q2 GAAP pretax income $219M; record FRE and AUM; dividend $0.35","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP income before tax of $219M for Q2 2024 (margin 20.5%); total balance sheet assets $22B.","CEO Harvey Schwartz: record Fee Related Earnings, record FRE margins, record AUM in H1 2024.","Dividend of $0.35/share declared, record date Aug 16, payable Aug 26, 2024.","First-half 2024 momentum driven by improved market sentiment; strong fundraising noted."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1758100000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16436432852.38291,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224675,"accession_number":"0001527166-24-000054","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2024-05-31T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Carlyle shareholders approve amended equity plan and elect directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended 2012 Equity Incentive Plan approved; 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