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Oppenheimer lowers Carlyle Group shares target despite earnings beat

EditorEmilio Ghigini
Published 02/05/2024, 13:54
CG
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On Thursday, Oppenheimer adjusted its price target for The Carlyle Group LP (NASDAQ:CG) shares, a global investment firm, reducing it to $68.00 from the previous $74.00. Despite this change, the firm maintained its Outperform rating.

The revision follows the first-quarter earnings report for 2024, which, according to the firm, showed mixed results.The Carlyle Group's first-quarter performance demonstrated the inherent volatility of the private equity business model.

Although the company's after-tax distributable earnings (DE) of $1.01 per share surpassed Oppenheimer's estimate of $0.90 and the consensus estimate of $0.93, other aspects of the business did not meet expectations. The earnings beat was attributed in part to stronger realized carried interest, while fee-related earnings (FRE) were slightly above projections due to lower expenses.

Despite the favorable earnings, the firm noted that The Carlyle Group's fund performance and trends in carried interest receivable, as well as fundraising activities, were all at the lower end of expectations for the quarter. These elements contributed to the decision to adjust the price target for the company's stock.

The Carlyle Group's first-quarter results reflect the complex nature of financial performance in the private equity sector, which can fluctuate significantly from quarter to quarter. Oppenheimer's stance suggests that while the latest results may have been underwhelming in certain respects, the overall outlook for the company remains positive, as indicated by the maintained Outperform rating.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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