Every material Form 8-K Carlyle Group (The) filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Carlyle said General Counsel Jeffrey Ferguson, at the firm since 1999, will retire as General Counsel in 2026 and then serve as a Senior Advisor to help with the transition. The firm has started a search for his successor. The filing describes a leadership change in a legal role without any stated financial figures.
Jeffrey Ferguson, General Counsel since 1999, will retire as General Counsel in 2026.
He will become a Senior Advisor to help ensure a smooth transition to his successor.
Carlyle is commencing a search for a new General Counsel.
The Carlyle Group reported unaudited U.S. GAAP results for the third quarter ended September 30, 2025, with income before taxes of $86 million and a pre-tax margin of 25.8%. The filing gives no prior-period comparison, and the CEO said the firm is positioned to exceed its updated 2025 financial targets, though the release does not state those targets.
Q3 2025 income before provision for income taxes: $86 million; pre-tax margin 25.8%
CEO Harvey M. Schwartz cited $17 billion of organic quarterly inflows
Board declared a quarterly dividend of $0.35 per common share, record date November 10, 2025, payable November 19, 2025
Assets under management were $474 billion as of September 30, 2025
Carlyle Group Inc. issued $800 million of 5.050% senior notes maturing September 19, 2035, under a shelf registration and a September 19, 2025 indenture with The Bank of New York Mellon Trust Company as trustee. The notes are fully and unconditionally guaranteed by four indirect subsidiaries, adding a fixed long-term debt obligation to the company's balance sheet.
Principal amount: $800 million; interest rate 5.050% per year, paid semiannually starting March 19, 2026
Maturity: September 19, 2035, with make-whole redemption available before June 19, 2035
Underwriting agreement dated September 16, 2025 with Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley and Wells Fargo as representatives
Indenture covenants limit mergers, asset sales and liens; holders of 25% of notes can accelerate on an event of default
Carlyle Group reported unaudited second-quarter 2025 results in a press release dated August 6, 2025, filed with the SEC as Exhibit 99.1 to an 8-K. U.S. GAAP net income attributable to common stockholders was $320 million, or $0.87 per diluted share, compared with $148 million, or $0.40 per diluted share, in the second quarter of 2024. The company also declared a quarterly dividend of $0.35 per share.
Total revenues were $1,572.9 million in Q2 2025, up from $1,069.7 million in Q2 2024.
Income before provision for income taxes was $441 million, a 28.0% margin, versus a 20.5% margin in Q2 2024.
Distributable Earnings were $431 million, or $0.91 per common share, and Fee Related Earnings were $323 million, up 18% from $273 million in Q2 2024.
The $0.35 dividend is payable August 28, 2025, to holders of record at the close of business on August 18, 2025.
Carlyle said John Redett, Mark Jenkins and Jeff Nedelman will become Co-Presidents, and Justin Plouffe will become Chief Financial Officer, all effective January 1, 2026. Redett, the current CFO, will remain in that role through the end of 2025 to ensure a transition, and the filing describes the changes as part of a broader senior leadership reshuffle that also includes Michael Wand and Admiral James Stavridis.
John Redett, Mark Jenkins and Jeff Nedelman become Co-Presidents effective January 1, 2026; Redett will lead Global Private Equity, Jenkins Global Credit and Insurance, and Nedelman will continue leading Global Client Business
Justin Plouffe, currently Deputy Chief Investment Officer for Global Credit, succeeds Redett as Chief Financial Officer effective January 1, 2026
Redett remains CFO through year-end 2025; Michael Wand becomes Head of EMEA Investments and Admiral James Stavridis becomes Vice Chairman, both effective January 1, 2026
On May 29, 2025, Carlyle subsidiaries entered a Third Amended and Restated Credit Agreement that keeps the $1.0 billion unsecured revolving credit facility at the same size, with no amounts currently outstanding, and extends its maturity from April 29, 2027 to May 29, 2030. The same day, shareholders elected all eight director nominees, ratified Ernst & Young LLP as auditor, and voted on a non-binding say-on-pay proposal in which FOR votes outnumbered AGAINST votes.
Revolver size stays at $1.0 billion with nothing drawn; the company can increase it or add term loans by up to $250.0 million in aggregate.
Maturity extended from April 29, 2027 to May 29, 2030; interest is based on SOFR plus a 0.10% adjustment and a margin of up to 1.50%.
Covenants require management fee earning assets of at least $156.9 billion and a total leverage ratio below 4.0 to 1.0, tested quarterly.
Say-on-pay: 206,466,540 FOR and 87,041,794 AGAINST; all eight directors were elected at the May 29, 2025 annual meeting.
Carlyle reported first quarter 2025 results, with net income attributable to common stockholders of $130.0 million, or $0.35 per diluted share, up from $65.6 million, or $0.18, a year earlier. Total revenues rose to $973.1 million from $688.4 million, and Fee Related Earnings increased 17% to $311 million, which the company said was a record, while the board declared a $0.35 quarterly dividend.
Net income attributable to common stockholders was $130.0 million in Q1 2025, versus $65.6 million in Q1 2024.
Total revenues were $973.1 million in Q1 2025, versus $688.4 million in Q1 2024.
Fee Related Earnings were $311 million in Q1 2025, up 17% from $266 million, with a 48% FRE margin.
Quarterly dividend of $0.35 per common share is payable May 27, 2025, to holders of record on May 19, 2025.
Carlyle reported unaudited fourth-quarter and full-year 2024 results. Net income attributable to common stockholders was $211 million in Q4 and $1.0 billion for the year, compared with losses in the same periods of 2023. The board also declared a $0.35 quarterly dividend, with a February 21, 2025 record date and a February 28, 2025 payment date.
Q4 2024 net income attributable to common stockholders was $211 million, or $0.57 per diluted share, versus a loss of $692.0 million in Q4 2023.
FY 2024 net income attributable to common stockholders was $1.0 billion, or $2.77 per diluted share, versus a loss of $608.4 million in FY 2023.
Fee Related Earnings were $287 million in Q4 2024, up 13%, and $1.1 billion for FY 2024, up 29%.
Quarterly dividend of $0.35 per share is payable February 28, 2025 to holders of record on February 21, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Carlyle Group (The) filing is on SEC EDGAR ↗. 8-K briefs of other companies →