{"filings":[{"id":889157,"accession_number":"0001527166-26-000033","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2026-06-05T20:30:06+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Carlyle shareholders approve amended equity incentive plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved Amended and Restated 2012 Equity Incentive Plan (252.7M FOR, 49.4M AGAINST).","Plan retains 77.8M share reserve; now allows shares withheld for taxes to be added back to reserve.","Say-on-pay proposal passed with 246.9M FOR (81.7% of votes cast), 55.0M AGAINST.","All 13 director nominees elected; Ernst & Young ratified as auditor for 2026 (325.3M FOR)."],"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":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; 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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; 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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; 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$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; 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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; 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record AUM but EPS loss of $1.92","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 GAAP net loss attributable to common shareholders $692M, diluted EPS loss $1.92.","Full-year 2023 GAAP net loss $608M, diluted EPS loss $1.68.","Record AUM achieved in 2023; total balance sheet assets $21B as of Dec 31, 2023.","Quarterly dividend declared $0.35/share, payable March 1, 2024; annual rate $1.40.","CEO cites record results and strong momentum entering 2024 despite GAAP losses."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":2963900000.0,"consensus_period":"2023-FY","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":243945,"accession_number":"0001527166-24-000003","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2024-01-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Carlyle CHRO Bruce Larson to retire; 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declares $0.35/share dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.22; income before taxes $0.2B; total balance sheet assets $21B as of Sep 30, 2023.","Quarterly dividend of $0.35 per common share declared, record date Nov 21, payable Nov 29, 2023.","CEO Harvey Schwartz cites portfolio performance and focus on alpha generation amid complex environment.","No new guidance or capital deployment metrics provided in the press release."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2037700000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","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":278601,"accession_number":"0001527166-23-000074","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q2 2023: diluted EPS $(0.27), pre-tax loss of $0.1B, declares $0.35 dividend","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["GAAP diluted EPS $(0.27) for Q2 2023; 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steps down as CFO Sept 30, becomes Senior Advisor for transition.","John Redett, Head of Global Financial Services, becomes CFO and Head of Corporate Strategy effective Oct 1, 2023.","Jim Burr succeeds Redett as Head of Global Financial Services effective Oct 1; Burr has 27 years in financial services."],"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":0.65,"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":296813,"accession_number":"0001527166-23-000068","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Carlyle shareholders approve board declassification and amended equity plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved declassifying the board over three years; effective June 1, 2023 via amended certificate of incorporation.","Amended and Restated 2012 Equity Incentive Plan approved with 274.9M for, 24.1M against, 27.6M broker non-votes.","Plan increases share reserve to 39.8M shares; grants vest no faster than one year (except 5% exemption) and term through 2033.","Say-on-pay vote: 202.8M for (67.9%) vs 95.9M against (32.1%), a notable shareholder dissent level.","All four Class III director nominees elected with >93% of votes cast for each (excluding broker non-votes)."],"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":296812,"accession_number":"0001527166-23-000058","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q1 2023 diluted EPS $0.28, declares $0.35 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income before tax of $0.2B; diluted EPS $0.28 for Q1 2023.","Total balance sheet assets $21B as of March 31, 2023.","Quarterly dividend $0.35/share, payable May 23 to holders of record May 16.","CEO Harvey Schwartz notes complex markets but expects long-term growth.","No updated earnings guidance or segment breakdown provided."],"consensus_eps_estimate":null,"consensus_eps_actual":0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":859000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","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":296811,"accession_number":"0001527166-23-000055","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Carlyle appoints Sharda Cherwoo as independent director, effective June 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sharda Cherwoo, retired EY senior partner, joins Board as independent director and Audit Committee member.","Board size increases from 12 to 13 members with this appointment.","Cherwoo led EY's digital transformation business and has PE and advisory expertise across 20+ countries.","Appointment approved by Board on April 25, 2023; effective June 1, 2023."],"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":0.2,"calibrated_materiality_score":0.2,"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":317191,"accession_number":"0001527166-23-000020","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2023-02-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Carlyle's CIO Peter Clare to retire; Horbach and Bernasek named co-heads of Americas PE","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Peter Clare retires effective April 30, 2023; steps down from board immediately.","Sandra Horbach and Brian Bernasek become Co-Heads of Americas Corporate Private Equity.","Clare spent 31 years at Carlyle, serving as CIO and Chairman of the Americas.","Carlyle's Corporate Private Equity AUM totals $105B as of December 31, 2022."],"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":317190,"accession_number":"0001527166-23-000009","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2023-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q4 GAAP EPS $0.35, FY22 EPS $3.35; 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Bill Conway returns to Co-Chairman role.","Employment terms: $1M base salary, $3M target bonus, $180M inducement equity ($108M PSU, $72M RSU) tied to stock price hurdles.","Make-whole compensation up to $19.5M cash + $3.1M donor-advised fund for forfeited awards from prior employer.","Severance: 1.5x base+bonus (2x in change of control), plus prorated bonus and healthcare for 18 months.","Schwartz previously served as President and Co-COO of Goldman Sachs from 1997."],"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":335450,"accession_number":"0001527166-22-000038","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle reports Q3 2022 net income of $0.77 per share; declares $0.325 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income per diluted share of $0.77 for Q3 2022; income before tax of $0.4 billion.","Quarterly dividend declared at $0.325 per share, payable Nov 25 to holders of record Nov 18.","Total balance sheet assets $21 billion as of Sept 30, 2022.","Interim CEO William Conway cited strong results and resilient portfolio construction."],"consensus_eps_estimate":null,"consensus_eps_actual":3.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":3719300000.0,"consensus_period":"2022-Q3","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":352880,"accession_number":"0001193125-22-214185","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-08-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Carlyle CEO Kewsong Lee Steps Down; 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Auditor EY ratified: 309M For (97.6%).","Shareholder proposal to declassify board passed overwhelmingly: 287.9M For (99.85%) vs 430.5K Against.","Meeting held May 31, 2022; broker non-votes 26.7M on director and say-on-pay items."],"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":0.3,"calibrated_materiality_score":0.15,"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":370490,"accession_number":"0001527166-22-000027","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-05-02T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Carlyle upsizes revolving credit facility to $1.0B, extends maturity to 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased from $775M to $1.0B; no amounts currently outstanding.","Maturity extended to April 29, 2027 (prior maturity was Feb 11, 2024).","Interest at alternate base rate + up to 0.50% or SOFR + 1.50%; commitment fee up to 0.20%.","Financial covenants: management fee earning assets >= $126.6B, total leverage <4.0x.","Company may increase facility by up to $250M; sustainability milestone adjustments apply."],"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":370489,"accession_number":"0001527166-22-000021","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q1 GAAP diluted EPS $1.57; declares $0.325 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income per diluted share $1.57; income before provision $0.7B.","Total balance sheet assets $22B as of March 31, 2022.","Quarterly dividend $0.325 per share, payable May 17 to holders of record May 10.","CEO cites record accrued carry and increased fee-related earnings for Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1581800000.0,"consensus_period":"2022-Q1","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":370488,"accession_number":"0001527166-22-000016","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K/A","filed_at":"2022-04-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Carlyle appoints Linda H. Filler to Nominating & Governance Committee, Mark Ordan to Compensation Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Linda H. Filler appointed to the Nominating and Corporate Governance Committee effective April 6, 2022.","Mark Ordan appointed to the Compensation Committee effective April 6, 2022.","Both were elected to the Board as Class II and Class III directors, respectively, effective April 1, 2022."],"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":0.05,"calibrated_materiality_score":0.05,"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":389570,"accession_number":"0001193125-22-080563","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-03-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Carlyle files prospectus supplement for resale of common stock by selling stockholders; no proceeds to company","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Filed prospectus supplement to existing shelf registration S-3 for resale of common stock by recipients.","Carlyle will not receive any proceeds from the resale of these shares.","Prospectus supplement filed on March 21, 2022; no specific number of shares disclosed."],"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":0.3,"calibrated_materiality_score":0.3,"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":389569,"accession_number":"0001193125-22-073383","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-03-11T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Carlyle to issue 4.19M shares as partial consideration for CBAM asset acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["On March 8, 2022, Carlyle agreed to issue 4,188,306 common shares to sellers of CBAM Partners portfolio.","Shares are issued in a private placement exempt under Section 4(a)(2) of the Securities Act.","Acquisition of CBAM assets was previously announced; share issuance is part of consideration.","No registration of these shares under the Securities Act; they are restricted securities."],"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":389568,"accession_number":"0001527166-22-000009","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Carlyle appoints two new independent directors; Janet Hill retires after decade","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Linda Hefner Filler and Mark Ordan join board effective April 1, 2022 as independent Class II and III directors.","Janet Hill retired from the board on February 11, 2022 after ten years of service.","Board size increased from 12 to 13; board remains majority independent.","Filler is former President of Walgreen Co. and EVP at Walmart; Ordan is CEO of Mednax."],"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":0.4,"calibrated_materiality_score":0.4,"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":389567,"accession_number":"0001527166-22-000003","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle reports record 2021: net income $3.0B, Q4 diluted EPS $1.77; annual dividend raised to $1.30/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders of $648M in Q4 2021 ($1.77 diluted EPS); full-year net income $3.0B ($8.20 diluted EPS).","Income before provision for income taxes of $909M in Q4 and $4.0B for full year 2021.","Total balance sheet assets of $21B as of Dec 31, 2021.","Quarterly dividend declared at $0.25/share; Board approved increase to $1.30 annual rate ($0.325 quarterly) starting Q1 2022.","CEO Kewsong Lee noted record year and new earnings power from expanding global platform."],"consensus_eps_estimate":null,"consensus_eps_actual":8.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":8782100000.0,"consensus_period":"2021-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":407520,"accession_number":"0001527166-21-000052","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2021-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle Q3 2021 GAAP diluted EPS of $1.46, $0.7B pre-tax income; dividend $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS of $1.46; income before provision for income taxes of $0.7B.","CEO Kewsong Lee cited record quarterly results and accelerating momentum across three major businesses.","Dividend of $0.25 per share declared, payable Nov 17, 2021 to holders of record Nov 9, 2021.","Total balance sheet assets were $21B as of September 30, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":6.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":6783000000.0,"consensus_period":"2021-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":426532,"accession_number":"0001527166-21-000041","cik":1527166,"company_name":"Carlyle Group Inc.","ticker":"CG","form_type":"8-K","filed_at":"2021-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carlyle reports Q2 2021 GAAP diluted EPS of $2.55; 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