|8-KFeb 26, 7:00 AM ET

Carlyle Group Inc. 8-K

Research Summary

AI-generated summary

Updated

Carlyle Group Inc. Posts Shareholder Update, Announces Growth Outlook

What Happened

  • On February 26, 2026, The Carlyle Group Inc. announced its growth outlook and financial objectives in a press release and posted a presentation for a previously announced Shareholder Update scheduled for February 26, 2026 at 8:30 a.m. EST. The materials are available in the Events & Presentations section of Carlyle’s investor site (ir.carlyle.com). The filing is a Regulation FD disclosure and includes forward‑looking statements; Justin V. Plouffe, CFO, signed the report.

Key Details

  • Filing date: February 26, 2026 (Form 8‑K, Item 7.01 and 9.01).
  • Shareholder Update presentation available at ir.carlyle.com (Events & Presentations).
  • The disclosure discusses forward‑looking metrics such as Assets Under Management distributable earnings, Fee Related Earnings (FRE), FRE margin, inflows, and fee revenue.
  • Press release included as Exhibit 99.1; the report states the posted materials are not “filed” under Section 18 and are subject to customary forward‑looking statement risks.

Why It Matters

  • Investors should view this as a formal update on Carlyle’s strategic growth objectives and near‑term financial targets (including FRE and AUM‑related metrics). Because the materials contain forward‑looking projections, outcomes may differ materially due to fundraising, investment performance, exits, regulatory changes, expense management, personnel retention, and other risks called out in Carlyle’s filings. The presentation provides current guidance and context investors can use alongside Carlyle’s prior SEC filings when evaluating the firm’s outlook.