Wells Fargo starts coverage of The Carlyle Group stock at Equal Weight

The Carlyle Group stock (ISIN US14316J1088) was trading at EUR 34.65 at Lang & Schwarz on October 7, 2026 at 7:51 a.m. CEST, plus 0.35 percent versus the prior close of EUR 34.53. On October 1, 2026, Wells Fargo initiated coverage with an Equal Weight rating and a USD 43.00 price target, according to Markets Insider.

Wells Fargo sees a valuation discount

Wells Fargo described Carlyle's valuation discount as entrenched and pointed to a limited driver for a change in market perception, according to Markets Insider. The USD 43.00 target gives the Wells Fargo view a defined valuation marker, while the Equal Weight rating signals a neutral stance rather than a bullish call.

Second-quarter figures reset expectations

Carlyle reported USD 1.11 billion of revenue in the second quarter of 2026, down 28.60 percent from the same quarter a year earlier, while earnings per share reached USD 1.07 against a USD 0.91 consensus estimate, according to MarketBeat. The USD 0.16 earnings-per-share beat contrasts with the revenue decline, leaving operating momentum dependent on the next reporting cycle.

November 5 is the next checkpoint

Carlyle announced on October 5, 2026, that it will release third-quarter 2026 financial results on November 5, 2026, followed by an 8:30 a.m. EST conference call, according to GlobeNewswire. Management will use the call to review the quarter with investors, making the November release the next scheduled test for the earnings narrative.

Euro quote remains above the prior close

At Lang & Schwarz, The Carlyle Group stock was trading at EUR 34.65 on October 7, 2026 at 7:51 a.m. CEST, before the Xetra session, plus 0.35 percent versus the October 6, 2026 prior close of EUR 34.53. The continuously updated real-time quote of The Carlyle Group stock.

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