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CACC

Credit Acceptance Corp.

Apr 19 • 04:00PM ET

535.48

Dollar change -0.92
Percentage change -0.17	%

Financial • Credit Services • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VB VXF VBK FNDA DFAC IWR OMFL SCHM IWD

Index	-	P/E	24.31	EPS (ttm)	22.03	Insider Own	46.75%	Shs Outstand	12.52M	Perf Week	-3.43%
Market Cap	6.59B	Forward P/E	11.18	EPS next Y	47.91	Insider Trans	-0.54%	Shs Float	6.55M	Perf Month	-4.72%
Income	286.10M	PEG	1.10	EPS next Q	9.13	Inst Own	66.85%	Short Float	9.61%	Perf Quarter	0.70%
Sales	1.90B	P/S	3.46	EPS this Y	-2.73%	Inst Trans	-2.77%	Short Ratio	9.22	Perf Half Y	25.59%
Book/sh	140.05	P/B	3.82	EPS next Y	19.64%	ROA	3.57%	Short Interest	0.63M	Perf Year	7.42%
Cash/sh	38.85	P/C	13.78	EPS next 5Y	22.08%	ROE	16.94%	52W Range	379.77 - 616.66	Perf YTD	0.52%
Dividend Est.	-	P/FCF	5.49	EPS past 5Y	-5.63%	ROI	4.24%	52W High	-13.16%	Beta	1.43
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	8.32%	Gross Margin	98.60%	52W Low	41.00%	ATR (14)	12.76
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	-43.47%	Oper. Margin	33.44%	RSI (14)	44.05	Volatility	2.06% 2.02%
Employees	2232	Debt/Eq	2.89	Sales Y/Y TTM	3.79%	Profit Margin	15.04%	Recom	3.50	Target Price	534.67
Option/Short	Yes / Yes	LT Debt/Eq	2.85	EPS Q/Q	-23.85%	Payout	0.00%	Rel Volume	0.83	Prev Close	536.40
Sales Surprise	6.65%	EPS Surprise	70.62%	Sales Q/Q	7.10%	Earnings	Jan 31 AMC	Avg Volume	68.26K	Price	535.48
SMA20	-2.30%	SMA50	-2.85%	SMA200	6.23%	Trades		Volume	56,509	Change	-0.17%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-01-23	Initiated	TD Cowen	Underperform	$360
Jul-31-20	Upgrade	Janney	Sell → Neutral	$394
Jan-31-20	Downgrade	Janney	Neutral → Sell
Mar-28-19	Initiated	Buckingham Research	Neutral	$440
Jan-24-19	Initiated	BTIG Research	Sell
Jan-03-19	Upgrade	Stephens	Underweight → Equal-Weight
Jan-31-18	Reiterated	JMP Securities	Mkt Underperform	$195 → $260
Aug-01-17	Upgrade	Raymond James	Underperform → Mkt Perform
Jan-23-17	Initiated	Susquehanna	Neutral
Sep-06-16	Downgrade	Compass Point	Neutral → Sell	$170 → $170
Aug-01-16	Reiterated	Compass Point	Neutral	$160 → $170
Jul-27-16	Downgrade	Credit Suisse	Neutral → Underperform
May-11-16	Downgrade	Macquarie	Neutral → Underperform
Mar-16-16	Downgrade	JMP Securities	Mkt Perform → Mkt Underperform
Feb-16-16	Reiterated	Compass Point	Neutral	$150 → $160
Feb-03-16	Downgrade	Raymond James	Mkt Perform → Underperform
Nov-10-15	Upgrade	Compass Point	Sell → Neutral	$150
Aug-26-15	Upgrade	JMP Securities	Mkt Underperform → Mkt Perform
Apr-30-15	Reiterated	Compass Point	Sell	$104 → $140
Jul-08-14	Initiated	Compass Point	Sell	$104

Show Previous Ratings

Apr-04-24 04:05PM	Credit Acceptance Celebrates 10th Year on Fortune's 100 Best Companies to Work For List (GlobeNewswire)
Mar-28-24 04:02PM	Credit Acceptance Announces Completion of $500.0 Million Asset-Backed Financing (GlobeNewswire)
Mar-26-24 05:25PM	Billionaire Investor Stan Druckenmiller and Insiders Are Piling Into These 11 Stocks (Insider Monkey)
Mar-25-24 04:44PM	12 Best Financial and Fintech ETFs To Buy (Insider Monkey)
08:39AM	10 Stocks Receiving a Massive Vote of Approval From Wall Street Analysts (Insider Monkey)
02:08AM	Loading…
Mar-21-24 02:08AM	Should You Invest in Liberty Broadband Corporation (LBRDK)? (Insider Monkey)
Mar-20-24 04:02PM	Credit Acceptance Named 2024 Top Workplaces USA Award Winner (GlobeNewswire)
09:21AM	What Makes The Charles Schwab Corporation (SCHW) a Worthy Investment Bet? (Insider Monkey)
Mar-01-24 11:30AM	Why Is Credit Acceptance (CACC) Down 4.8% Since Last Earnings Report? (Zacks)
Feb-27-24 04:02PM	Credit Acceptance Announces Completion of $200.0 Million Asset-Backed Financing (GlobeNewswire)
Feb-16-24 04:02PM	Credit Acceptance Announces Extension of $100.0 Million Asset-Backed Financing (GlobeNewswire)
Feb-01-24 01:04PM	Credit Acceptance Corp (CACC) Reports Decline in Q4 and Full Year 2023 Net Income (GuruFocus.com) +7.45%
12:47PM	Credit Acceptance (CACC) Gains on Q4 Earnings Beat, Revenue Rise (Zacks)
10:20AM	Credit Acceptance Corporation (NASDAQ:CACC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-31-24 06:00PM	Credit Acceptance (CACC) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Loading…
05:15PM	Credit Acceptance (CACC) Q4 Earnings and Revenues Top Estimates (Zacks)
04:21PM	Credit Acceptance: Q4 Earnings Snapshot (Associated Press Finance)
04:02PM	Credit Acceptance Announces Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
Jan-29-24 09:16AM	Seeking Clues to Credit Acceptance (CACC) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Jan-25-24 04:01PM	Credit Acceptance Promotes Jay Martin to Chief Financial Officer (GlobeNewswire)
Jan-24-24 04:02PM	Credit Acceptance Announces Timing of Fourth Quarter 2023 Earnings Release and Webcast (GlobeNewswire)
Dec-29-23 04:02PM	Credit Acceptance Announces Extension of Revolving Secured Warehouse Facility (GlobeNewswire)
Dec-21-23 04:02PM	Credit Acceptance Announces Completion of $294.0 Million Asset-Backed Financing (GlobeNewswire)
Dec-20-23 09:11AM	Should You Invest in Credit Acceptance (CACC)? (Insider Monkey)
Dec-19-23 04:02PM	Credit Acceptance Announces Closing of $600.0 Million Senior Notes Offering and Completion of Tender Offer for Senior Notes Due 2024 (GlobeNewswire)
Dec-15-23 08:30AM	Credit Acceptance Corporation Announces Expiration and Results of Tender Offer For Any and All of Its $400,000,000 Aggregate Principal Amount of 5.125% Senior Notes Due 2024 (GlobeNewswire)
Dec-05-23 06:15PM	Credit Acceptance Announces Pricing of $600.0 Million Senior Notes Offering (GlobeNewswire)
08:19AM	Credit Acceptance Announces $500.0 Million Senior Notes Offering (GlobeNewswire)
08:17AM	Credit Acceptance Announces Potential Asset-Backed Financing (GlobeNewswire)
08:15AM	Credit Acceptance Corporation Announces Tender Offer For Any and All of Its $400,000,000 Aggregate Principal Amount of 5.125% Senior Notes Due 2024 (GlobeNewswire)
04:22PM	Loading…
Nov-30-23 04:22PM	Credit Acceptance Announces Completion of $200.0 Million Asset-Backed Financing (GlobeNewswire)
Nov-29-23 11:30AM	Credit Acceptance (CACC) Up 9.4% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-28-23 04:02PM	Credit Acceptance Named a 2024 Best Place to Work in IT by Computerworld (GlobeNewswire)
Nov-20-23 04:02PM	Credit Acceptance Named a 2023 Top Workplace in Michigan by the Detroit Free Press (GlobeNewswire)
Nov-17-23 07:03AM	Insider Sell Alert: Chief Analytics Officer Arthur Smith Sells Shares of Credit Acceptance Corp ... (GuruFocus.com)
Nov-07-23 06:52PM	Contrarian Investor? Get Ready to Profit With These 3 Short-Squeeze Stocks (InvestorPlace)
Oct-31-23 08:44AM	Credit Acceptance Corporation (NASDAQ:CACC) Q3 2023 Earnings Call Transcript (Insider Monkey)
06:48AM	Credit Acceptance (CACC) Q3 Earnings Miss, Provisions Rise (Zacks)
Oct-30-23 08:30PM	Compared to Estimates, Credit Acceptance (CACC) Q3 Earnings: A Look at Key Metrics (Zacks)
06:05PM	Credit Acceptance (CACC) Lags Q3 Earnings and Revenue Estimates (Zacks)
06:03PM	Credit Acceptance Corp (CACC) Q3 2023 Earnings: A Detailed Review (GuruFocus.com)
05:04PM	Credit Acceptance: Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	Credit Acceptance Elects Sean Quinn to its Board of Directors (GlobeNewswire)
04:01PM	Credit Acceptance Announces Third Quarter 2023 Results (GlobeNewswire)
Oct-24-23 04:02PM	Credit Acceptance Again Named One of the Best Workplaces for Women by Fortune (GlobeNewswire)
Oct-23-23 04:02PM	Credit Acceptance Announces Timing of Third Quarter 2023 Earnings Release and Webcast (GlobeNewswire)
Oct-11-23 07:24PM	Time to Buy Stock in These Automotive Finance Leaders? (Zacks)
Oct-10-23 08:44AM	Is the Options Market Predicting a Spike in Credit Acceptance (CACC) Stock? (Zacks)
Sep-28-23 03:27PM	5 Best Stocks to Buy According to CAS Investment Partners (Insider Monkey)
Sep-21-23 04:02PM	Credit Acceptance Announces Extension of Revolving Secured Warehouse Facility (GlobeNewswire)
Sep-12-23 04:02PM	Credit Acceptance Named One of the Fortune 2023 Best Workplaces in Financial Services & Insurance (GlobeNewswire)
Aug-31-23 11:31AM	Credit Acceptance (CACC) Up 3.8% Since Last Earnings Report: Can It Continue? (Zacks)
Aug-24-23 04:02PM	Credit Acceptance Announces Completion of $400.0 Million Asset-Backed Financing (GlobeNewswire)
Aug-23-23 04:02PM	Credit Acceptance Again Listed on PEOPLE Magazine 100 Companies that Care® (GlobeNewswire)
Aug-18-23 11:55AM	Rise in Active Dealers Aids Credit Acceptance (CACC), Costs Ail (Zacks)
Aug-07-23 06:27PM	Judge puts US, New York predatory lending lawsuit against Credit Acceptance on hold (Reuters)
Aug-04-23 04:02PM	Credit Acceptance Announces Extension of Revolving Secured Warehouse Facility (GlobeNewswire)
Aug-02-23 11:47AM	Credit Acceptance Corporation (NASDAQ:CACC) Q2 2023 Earnings Call Transcript (Insider Monkey) -12.59%
09:42AM	Credit Acceptance (CACC) Dips on Q2 Earnings Miss, Provisions Up (Zacks)
Aug-01-23 06:30PM	Credit Acceptance (CACC) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:25PM	Credit Acceptance (CACC) Q2 Earnings Lag Estimates (Zacks)
04:14PM	Credit Acceptance: Q2 Earnings Snapshot (AP Finance)
04:01PM	Credit Acceptance Announces Second Quarter 2023 Results (GlobeNewswire)
Jul-31-23 06:44AM	Daily Vickers Top Buyers & Sellers for 07/31/2023 (Argus Research)
Jul-26-23 01:12PM	Daily Vickers Top Buyers & Sellers for 07/26/2023 (Argus Research)
Jul-25-23 04:02PM	Credit Acceptance Announces Timing of Second Quarter 2023 Earnings Release and Webcast (GlobeNewswire)
Jul-24-23 07:12AM	Daily Vickers Top Buyers & Sellers for 07/24/2023 (Argus Research)
Jul-20-23 06:55AM	Daily Vickers Top Buyers & Sellers for 07/20/2023 (Argus Research)
Jul-19-23 04:02PM	Credit Acceptance Again Named One of the Best Workplaces for Millennials by Fortune (GlobeNewswire)
Jul-17-23 07:10AM	Daily Vickers Top Buyers & Sellers for 07/17/2023 (Argus Research)
Jul-13-23 07:02AM	Daily Vickers Top Buyers & Sellers for 07/13/2023 (Argus Research)
Jun-22-23 04:02PM	Credit Acceptance Announces Extension of Revolving Secured Line of Credit Facility (GlobeNewswire)
Jun-20-23 11:36AM	A Blessing in Disguise (GuruFocus.com)
May-31-23 11:30AM	Credit Acceptance (CACC) Up 6.7% Since Last Earnings Report: Can It Continue? (Zacks)
May-25-23 04:02PM	Credit Acceptance Announces Completion of $400.0 Million Asset-Backed Financing (GlobeNewswire)
May-04-23 10:15AM	Credit Acceptance Corporation (NASDAQ:CACC) Q1 2023 Earnings Call Transcript (Insider Monkey)
May-02-23 09:43AM	How to Get Out of a Credit Acceptance Car Loan (Investopedia) -13.76%
May-01-23 05:35PM	Credit Acceptance (CACC) Q1 Earnings and Revenues Lag Estimates (Zacks)
04:26PM	Credit Acceptance: Q1 Earnings Snapshot (AP Finance)
04:02PM	Credit Acceptance Announces First Quarter 2023 Results (GlobeNewswire)
Apr-28-23 04:30PM	Credit Acceptance Announces Extension of Revolving Secured Warehouse Facility (GlobeNewswire)
Apr-26-23 10:23AM	Credit Acceptance's (NASDAQ:CACC) investors will be pleased with their favorable 61% return over the last three years (Simply Wall St.)
Apr-24-23 04:02PM	Credit Acceptance Announces Timing of First Quarter Earnings Release and Webcast (GlobeNewswire)
10:00AM	Credit Acceptance (CACC) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Apr-18-23 06:19PM	Credit Acceptance Looks Promising as Used Car Drought Eases (GuruFocus.com)
Apr-06-23 04:02PM	Credit Acceptance Again Named One of the 100 Best Companies to Work For by Fortune (GlobeNewswire)
Mar-21-23 09:41AM	Heres Why Credit Acceptance Corporation (CACC) Declined in 2022 (Insider Monkey)
Mar-16-23 04:02PM	Credit Acceptance Announces Completion of $400.0 Million Asset-Backed Financing (GlobeNewswire)
Mar-02-23 11:30AM	Credit Acceptance (CACC) Down 15.6% Since Last Earnings Report: Can It Rebound? (Zacks)
Feb-14-23 04:02PM	Credit Acceptance Named a 2023 Top Workplaces USA Award Winner (GlobeNewswire)
Feb-03-23 12:00PM	What Makes Credit Acceptance (CACC) a New Strong Buy Stock (Zacks)
Feb-01-23 04:03PM	Credit Acceptance Corporation (NASDAQ:CACC) Q4 2022 Earnings Call Transcript (Insider Monkey) +13.71%
Jan-31-23 05:15PM	Credit Acceptance (CACC) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:01PM	Credit Acceptance Announces Fourth Quarter and Full Year 2022 Results (GlobeNewswire)
Jan-30-23 06:55AM	Heres Why Credit Acceptance Corporation (CACC) Dropped in 2022 (Insider Monkey)
Jan-24-23 04:02PM	Credit Acceptance Announces Timing of Fourth Quarter and Full Year 2022 Earnings Release and Webcast (GlobeNewswire)
04:23AM	Strength Seen in Credit Acceptance (CACC): Can Its 8.8% Jump Turn into More Strength? (Zacks)
Jan-23-23 10:00AM	Credit Acceptance (CACC) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks) +8.80%
Jan-10-23 04:02PM	Credit Acceptance Named One of the Best and Brightest Companies to Work For® in the Nation (GlobeNewswire)
Jan-06-23 02:36PM	Why Credit Acceptance Stock Fell 17.9% This Week (Motley Fool) +6.36%

Credit Acceptance Corp. engages in the provision of dealer financing programs that enables automobile dealers to sell vehicles to consumers, regardless of its credit history. Its financing programs are offered through a nationwide network of automobile dealers who benefit from sales of vehicles to consumers. The company was founded by Donald A. Foss in 1972 and is headquartered in Southfield, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BUSK DOUGLAS W	Chief Treasury Officer	Mar 21 '24	Option Exercise	333.94	2,500	834,850	5,612	Mar 25 04:03 PM
BUSK DOUGLAS W	Chief Treasury Officer	Mar 21 '24	Sale	572.58	2,500	1,431,450	3,112	Mar 25 04:03 PM
LUM JONATHAN	Chief Operating Officer	Mar 15 '24	Option Exercise	333.94	2,500	834,850	10,661	Mar 19 04:22 PM
LUM JONATHAN	Chief Operating Officer	Mar 15 '24	Sale	549.69	2,500	1,374,231	8,161	Mar 19 04:22 PM
SMITH ARTHUR L	Chief Analytics Officer	Mar 01 '24	Option Exercise	333.94	8,723	2,912,959	9,223	Mar 04 04:18 PM
SMITH ARTHUR L	Chief Analytics Officer	Mar 01 '24	Sale	554.00	8,723	4,832,542	500	Mar 04 04:18 PM
SMITH ARTHUR L	Chief Analytics Officer	Feb 29 '24	Option Exercise	333.94	3,777	1,261,291	4,277	Mar 04 04:18 PM
SMITH ARTHUR L	Chief Analytics Officer	Feb 29 '24	Sale	554.72	3,777	2,095,159	500	Mar 04 04:18 PM
KERBER ERIN J	Chief Legal Officer	Feb 02 '24	Option Exercise	333.94	4,875	1,627,958	7,620	Feb 06 04:08 PM
Rummler Wendy A	Chief People Officer	Feb 02 '24	Option Exercise	333.94	1,500	500,910	3,334	Feb 06 04:05 PM
KERBER ERIN J	Chief Legal Officer	Feb 02 '24	Sale	585.46	4,875	2,854,124	2,745	Feb 06 04:08 PM
Rummler Wendy A	Chief People Officer	Feb 02 '24	Sale	581.88	1,500	872,816	1,834	Feb 06 04:05 PM
BUSK DOUGLAS W	Chief Treasury Officer	Feb 02 '24	Sale	579.98	500	289,990	3,112	Feb 06 04:11 PM
Rummler Wendy A	Chief People Officer	Dec 29 '23	Sale	532.62	116	61,784	2,034	Jan 02 04:02 PM
BUSK DOUGLAS W	Chief Treasury Officer	Dec 22 '23	Sale	524.18	500	262,092	3,612	Dec 27 04:05 PM
Elliott Nicholas J	Chief Alignment Officer	Dec 14 '23	Sale	515.00	725	373,375	826	Dec 18 04:15 PM
SMITH ARTHUR L	Chief Analytics Officer	Nov 14 '23	Sale	422.22	5,788	2,443,790	500	Nov 16 04:08 PM
SMITH THOMAS W	Member of Section 13(d) Group	Sep 06 '23	Sale	494.71	400	197,886	75,650	Sep 08 04:02 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 15 '23	Sale	484.52	6,238	3,022,417	1,280,757	Aug 16 08:06 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 14 '23	Sale	490.84	7,270	3,568,418	1,286,995	Aug 16 08:06 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 11 '23	Sale	498.71	5,310	2,648,126	1,294,265	Aug 11 07:58 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 10 '23	Sale	499.37	5,869	2,930,804	1,299,575	Aug 11 07:58 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 09 '23	Sale	512.03	6,231	3,190,440	1,305,444	Aug 11 07:58 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 09 '23	Sale	504.88	1,953	986,040	1,311,675	Aug 09 08:08 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 08 '23	Sale	500.71	6,128	3,068,362	1,313,628	Aug 09 08:08 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 07 '23	Sale	500.24	5,287	2,644,764	1,319,756	Aug 09 08:08 PM
Donald A. Foss Irrevocable Tru	10% Owner	Aug 01 '23	Sale	551.55	9,628	5,310,338	1,325,043	Aug 01 07:46 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 31 '23	Sale	552.61	7,886	4,357,896	1,334,671	Aug 01 07:46 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 28 '23	Sale	546.80	3,730	2,039,557	1,342,557	Aug 01 07:46 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 28 '23	Sale	543.08	2,114	1,148,073	1,346,287	Jul 28 07:39 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 27 '23	Sale	542.07	5,716	3,098,476	1,348,401	Jul 28 07:39 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 26 '23	Sale	545.20	7,079	3,859,467	1,354,117	Jul 28 07:39 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 25 '23	Sale	549.63	9,070	4,985,153	1,361,196	Jul 25 08:36 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 24 '23	Sale	549.06	6,339	3,480,475	1,370,266	Jul 25 08:36 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 21 '23	Sale	548.08	7,108	3,895,764	1,376,645	Jul 21 08:37 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 21 '23	Sale	554.87	40	22,195	1,376,605	Jul 25 08:36 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 20 '23	Sale	555.54	9,021	5,011,559	1,383,753	Jul 21 08:37 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 19 '23	Sale	568.72	9,796	5,571,182	1,392,978	Jul 19 07:47 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 19 '23	Sale	573.69	204	117,034	1,392,774	Jul 21 08:37 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 18 '23	Sale	567.32	10,000	5,673,176	1,402,774	Jul 19 07:47 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 17 '23	Sale	553.97	7,538	4,175,859	1,412,774	Jul 19 07:47 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 14 '23	Sale	548.19	8,782	4,814,218	1,420,312	Jul 14 08:36 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 13 '23	Sale	541.66	7,015	3,799,752	1,429,094	Jul 14 08:36 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 12 '23	Sale	534.87	7,766	4,153,803	1,436,327	Jul 12 08:33 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 12 '23	Sale	540.52	218	117,834	1,436,109	Jul 14 08:36 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 11 '23	Sale	531.05	6,654	3,533,607	1,444,093	Jul 12 08:33 PM
Donald A. Foss Irrevocable Tru	10% Owner	Jul 10 '23	Sale	516.49	2,050	1,058,800	1,450,747	Jul 12 08:33 PM
ULATOWSKI DANIEL A.	Chief Sales Officer	Jun 07 '23	Sale	510.00	1,216	620,160	6,000	Jun 09 04:06 PM
ULATOWSKI DANIEL A.	Chief Sales Officer	Jun 02 '23	Sale	472.00	1,072	505,984	7,216	Jun 05 04:03 PM
ULATOWSKI DANIEL A.	Chief Sales Officer	Jun 01 '23	Sale	453.00	1,659	751,527	8,288	Jun 05 04:03 PM

Open in Screener

CG

Carlyle Group Inc

Apr 19 • 04:00PM ET

44.08

Dollar change +0.40
Percentage change 0.92	%

Financial • Asset Management • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IJH VB VBR VXF VYM IJK DON IJJ IWR

Index	-	P/E	-	EPS (ttm)	-1.69	Insider Own	44.48%	Shs Outstand	361.33M	Perf Week	-3.73%
Market Cap	15.96B	Forward P/E	9.54	EPS next Y	4.62	Insider Trans	-0.18%	Shs Float	201.04M	Perf Month	-4.96%
Income	-608.40M	PEG	-	EPS next Q	0.93	Inst Own	59.86%	Short Float	7.70%	Perf Quarter	10.95%
Sales	3.25B	P/S	4.91	EPS this Y	23.80%	Inst Trans	2.13%	Short Ratio	6.68	Perf Half Y	52.32%
Book/sh	14.37	P/B	3.07	EPS next Y	15.17%	ROA	-2.86%	Short Interest	15.49M	Perf Year	39.98%
Cash/sh	4.94	P/C	8.93	EPS next 5Y	13.49%	ROE	-10.66%	52W Range	25.20 - 48.52	Perf YTD	8.33%
Dividend Est.	1.44 (3.28%)	P/FCF	18.24	EPS past 5Y	-	ROI	-4.35%	52W High	-9.15%	Beta	1.77
Dividend TTM	1.40 (3.18%)	Quick Ratio	-	Sales past 5Y	26.65%	Gross Margin	47.58%	52W Low	74.92%	ATR (14)	1.09
Dividend Ex-Date	Feb 22, 2024	Current Ratio	-	EPS Y/Y TTM	-149.61%	Oper. Margin	-14.25%	RSI (14)	37.68	Volatility	2.86% 2.13%
Employees	2200	Debt/Eq	1.78	Sales Y/Y TTM	-31.95%	Profit Margin	-18.72%	Recom	2.39	Target Price	52.53
Option/Short	Yes / Yes	LT Debt/Eq	1.69	EPS Q/Q	-652.74%	Payout	-	Rel Volume	1.17	Prev Close	43.68
Sales Surprise	4.01%	EPS Surprise	10.48%	Sales Q/Q	14.98%	Earnings	Feb 07 BMO	Avg Volume	2.32M	Price	44.08
SMA20	-5.01%	SMA50	-3.71%	SMA200	19.85%	Trades		Volume	2,713,381	Change	0.92%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-19-24	Downgrade	Citigroup	Buy → Neutral	$40 → $41
Jan-04-24	Initiated	TD Cowen	Market Perform	$42
Nov-29-23	Downgrade	Evercore ISI	Outperform → In-line	$32
Oct-05-23	Initiated	Wolfe Research	Peer Perform
May-19-23	Initiated	Citigroup	Buy	$40
Mar-02-23	Initiated	Barclays	Overweight	$41
Jan-03-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$36
Oct-19-22	Initiated	Credit Suisse	Outperform	$38.50
Sep-06-22	Downgrade	BofA Securities	Buy → Underperform	$58 → $33
Aug-09-22	Downgrade	Jefferies	Buy → Hold	$55 → $38
Jul-29-22	Upgrade	Evercore ISI	In-line → Outperform	$38 → $45
Jun-08-22	Initiated	JMP Securities	Mkt Outperform	$60
Dec-16-21	Initiated	BofA Securities	Buy	$79
Sep-13-21	Upgrade	BMO Capital Markets	Market Perform → Outperform	$59 → $65
Aug-11-21	Upgrade	Deutsche Bank	Hold → Buy	$53 → $58
Feb-19-21	Upgrade	Credit Suisse	Neutral → Outperform	$40 → $42
Jan-19-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$40
Nov-20-20	Upgrade	BofA Securities	Underperform → Buy	$30 → $35
Oct-12-20	Upgrade	Citigroup	Neutral → Buy
Jun-08-20	Downgrade	Citigroup	Buy → Neutral

Show Previous Ratings

Apr-19-24 02:29PM	Theres an early winner in the race to feed AIs infrastructure demands: Private equity (Fortune)
Apr-18-24 04:08PM	Acentra Health Slashes Interest Rate in Private Debt Refinancing (Bloomberg)
Apr-15-24 01:00PM	OHA is Administrative Agent & Lead Left Arranger for Acentra Health's Private Refinancing (GlobeNewswire)
11:45AM	Carlyle Group (CG) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
09:02AM	How CVC Would Stack Up Against Other Publicly Traded Buyout Firms (The Wall Street Journal)
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Apr-14-24 06:48AM	Carlyle Picks JPMorgan and Kotak to Help Arrange Hexaware IPO, Sources Say (Bloomberg)
Apr-11-24 04:05PM	Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its First Quarter Ended March 31, 2024 Financial Results (GlobeNewswire)
Apr-05-24 07:59AM	New Era for Pay Catapults Carlyles CEO Past Old Goldman Rival (Bloomberg)
Apr-04-24 11:00AM	Exclusive-Carlyle mulls $10 billion sale of StandardAero, sources say (Reuters)
08:40AM	Boss of troubled Southend Airport owner handed $187m pay package (The Telegraph)
08:40AM	Boss of Southend Airport private equity owner handed $187m pay package (The Telegraph)
Apr-03-24 07:13PM	Carlyle CEO Awarded $187 Million Pay Package in First Year (Bloomberg)
Apr-01-24 08:30AM	Clinical Collaboration Agreement between Teva and Launch Therapeutics to Accelerate Development of Dual-Action Asthma Rescue Inhaler (ICS-SABA/TEV-'248) Respiratory Program; Teva and Abingworth Enter Strategic Development Funding Agreement (Business Wire)
Mar-29-24 11:45AM	This is Why Carlyle Group (CG) is a Great Dividend Stock (Zacks)
Mar-28-24 12:52PM	A-Rod, Marc Lore Wont Buy Controlling Stake in NBAs Timberwolves (Bloomberg)
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06:00AM	Harvey Schwartz Spends First Year at Carlyle Tending Old Wounds (Bloomberg)
Mar-27-24 07:30AM	Exclusive: Carlyle Group adds 5th woman to C-suite as Lindsay LoBue reunites with CEO Harvey Schwartz (Fortune)
Mar-26-24 09:22AM	Grant Christie Joins Acentra Health as Senior Vice President of Market Strategy and Solutions (GlobeNewswire)
03:14AM	Carlyle Said to Weigh $1 Billion IPO for India IT Firm Hexaware (Bloomberg)
Mar-25-24 03:15PM	Oil Rises on Geopolitical Unrest and Signs OPEC+ Will Hold Firm (Bloomberg)
Mar-22-24 07:35AM	PRESS DIGEST-Canada - March 22 (Reuters)
06:40AM	UPDATE 2-Canada's BMO partners with Carlyle to launch investment fund (Reuters)
06:11AM	Canada's BMO partners with Carlyle to launch investment fund (Reuters)
06:08AM	BMO, Carlyle launch private equity strategy for Canada (Reuters)
Mar-21-24 12:10PM	SER Welcomes New Investment from TA to Accelerate Growth (Business Wire)
Mar-19-24 05:45PM	Jeff Currie Says Commodities Set to Rally Further If Fed Cuts (Bloomberg)
04:15AM	German union open to Carlyle's bid for Thyssenkrupp marine unit (Reuters)
03:49AM	Thyssenkrupp, Carlyle to Evaluate Possible Sale of Marine Systems Business (The Wall Street Journal)
03:25AM	Thyssenkrupp considering Marine Systems deal with Carlyle (Reuters)
03:21AM	UPDATE 1-Thyssenkrupp evaluates Carlyle's bid for marine unit (Reuters)
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Mar-18-24 05:58AM	Carlyle Nears Advanced Talks on 1.5 Billion Thyssen Marine Deal (Bloomberg)
Mar-13-24 11:45AM	Carlyle Group (CG) Could Be a Great Choice (Zacks)
Mar-12-24 02:27PM	Carlyle Shelved Plans for Core Infrastructure Fund as Rates Rose (Bloomberg)
01:35PM	25 Most Powerful Passports in the World (Insider Monkey)
06:18AM	Carlyle Group (CG) Rose after Solid Earnings Beat (Insider Monkey)
Mar-07-24 12:05AM	Carlyle, CVC, KKR Said Among Buyout Firms Eyeing Samsonite (Bloomberg)
Mar-06-24 05:29AM	London Southend Airport Owner Agrees to Carlyle, Cyrus Takeover (Bloomberg)
01:39AM	Carlyle launches sale of Japanese cosmetics supplier Tokiwa in $800 million deal, sources say (Reuters)
Mar-04-24 09:15AM	Carlyle Credit Income Fund (NYSE:CCIF) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:05AM	Carlyle Secured Lending, Inc. Names Justin Plouffe CEO and Member of the Board of Directors (GlobeNewswire)
Mar-01-24 01:21PM	Carlyle's Head of Direct Lending Aren LeeKong Is Leaving the Firm (Bloomberg)
Feb-29-24 07:00AM	Abingworth Announces a Strategic Development Financing Agreement with Gilead Sciences; Establishes Joint Steering Committee between Launch Therapeutics and Gilead Sciences (GlobeNewswire)
Feb-28-24 01:00AM	How the Barclay family is losing grip on its shopping empire (The Telegraph)
Feb-26-24 05:49PM	Carlyle Secured Lending, Inc. Announces Fourth Quarter and Full Year 2023 Financial Results, Increases Base Dividend to $0.40 Per Common Share and Declares First Quarter 2024 Dividends of $0.48 Per Common Share (GlobeNewswire)
11:45AM	Carlyle Group (CG) Could Be a Great Choice (Zacks)
Feb-23-24 11:03AM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
12:10AM	Decoding The Carlyle Group Inc (CG): A Strategic SWOT Insight (GuruFocus.com)
Feb-22-24 10:32AM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Feb-20-24 09:16PM	McDonalds China Is Said to Attract Sovereign Wealth Funds (Bloomberg)
Feb-19-24 12:48PM	US private equity giant poised to take control of Southend Airport (The Telegraph)
Feb-16-24 04:30AM	Gabon to buy Carlyle's oil business, preempting $1.3 billion sale (Reuters)
Feb-13-24 10:05AM	Carlyle Joins Rush of Private Funds Tapping Europes Wealthy (Bloomberg)
08:36AM	Carlyle Partner Joins Property Giant Hines to Build Wealth Unit (Bloomberg)
Feb-08-24 11:45AM	Carlyle Group (CG) Could Be a Great Choice (Zacks)
09:46AM	The Carlyle Group Inc. (NASDAQ:CG) Q4 2023 Earnings Call Transcript (Insider Monkey)
09:14AM	Carlyle (CG) Stock Soars on Q4 Earnings Beat, Upbeat Targets (Zacks)
Feb-07-24 10:09PM	Q4 2023 Carlyle Group Inc Earnings Call (Thomson Reuters StreetEvents) +8.64%
04:22PM	Carlyle Group Reported a Loss. Why the Stock Is Up a Lot. (Barrons.com)
03:56PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
01:56PM	Carlyle Revamps Pay Structure While Setting New Financial Targets (The Wall Street Journal)
01:11PM	Carlyles Schwartz Says Dont Root for Five Fed Rate Cuts This Year (Bloomberg)
11:35AM	Carlyle CEO on Strategic Updates, Rates, Private Markets (Bloomberg)
11:16AM	Carlyle CEO Schwartz Says Pay Revamp Is a 'Win-Win-Win' (Bloomberg)
11:06AM	Carlyle Stocks Rises on New Financial Targets and Bigger Buyback Power (The Wall Street Journal)
11:00AM	Compared to Estimates, Carlyle (CG) Q4 Earnings: A Look at Key Metrics (Zacks)
10:13AM	Carlyle Revamps Pay, Plans Up to $1.4 Billion Buyback (Bloomberg)
09:53AM	Stocks to Watch Wednesday: Alibaba, Snap, Enphase, Ford (The Wall Street Journal)
08:36AM	Carlyle: Q4 Earnings Snapshot (Associated Press Finance)
06:32AM	The Carlyle Group Inc Reports Mixed 2023 Results with Record AUM Despite Net Losses (GuruFocus.com)
06:06AM	Carlyle shares jump after 7% drop in Q4 earnings exceeds estimates (Reuters)
06:01AM	Carlyle reports 7% drop in Q4 earnings amid decline in asset sales (Reuters)
Feb-06-24 08:54AM	Why Carlyle (CG) Might Surprise This Earnings Season (Zacks)
Feb-05-24 09:16AM	Unlocking Q4 Potential of Carlyle (CG): Exploring Wall Street Estimates for Key Metrics (Zacks)
Feb-02-24 02:39PM	Ken Griffin and Ja Rule Converge in Miami as Power Meets Glamour (Bloomberg)
Jan-31-24 01:12PM	Group led by Carlyles David Rubenstein, a Baltimore native, agrees to buy the Orioles for more than $1.7 billion (Fortune)
09:22AM	Daniel Hallenbeck Joins Acentra Health as Vice President of Strategy and Strategic Partnerships (GlobeNewswire)
08:29AM	Baltimore Orioles sale to Carlyle's co-founder David Rubenstein for $1.725 billion nearly done: source (Yahoo Finance)
06:04AM	Amazon's abandoned acquisition leaves iRobot in Carlyle debt straightjacket (Reuters)
Jan-30-24 04:49PM	Carlyle Credit Income Fund Schedules First Quarter 2024 Financial Results and Investor Conference Call (PR Newswire)
10:59AM	Carlyle CEO Says Talk About Shadow Banking Risk Is Exaggerated (Bloomberg)
Jan-26-24 05:55AM	Carlyle Mulls a $1 Billion Sale of Tech Services Firm HSO (Bloomberg)
Jan-25-24 03:31AM	Carlyle expands its reach on student loans as banks back out (Banking Dive)
Jan-24-24 10:25AM	Carlyle buys $415 million student loan portfolio from Truist (Reuters)
09:47AM	Carlyle buys $415 mln student loan portfolio from Truist (Reuters)
08:18AM	Carlyle Announces Acquisition of $415 Million Private Student Loan Portfolio and Strategic Investment in Monogram (PR Newswire)
Jan-23-24 03:45AM	UPDATE 3-London Southend Airport lender Carlyle demands faster loan repayment (Reuters)
Jan-18-24 11:17AM	Morgan Stanley and Carlyle Add to Forecasts of M&A Rebound (Bloomberg)
Jan-17-24 05:20PM	Carlyle Secured Lending, Inc. Schedules Fourth Quarter and Full Year 2023 Financial Results and Investor Conference Call (GlobeNewswire)
12:45PM	Davos 2024: Wall Street weighs in on a second Donald Trump presidency (Yahoo Finance)
07:59AM	Is The Carlyle Group (CG) Stock Trading at an Attractive Discount? (Insider Monkey)
Jan-11-24 06:06AM	Carlyle Raises $600 Million Equity Fund to Back CLO Deals (Bloomberg)
Jan-09-24 11:40AM	Accenture Acquires Marketing and Tech Agency Work & Co. (The Wall Street Journal)
Jan-06-24 11:02AM	Southend Airport sale faces setback as private equity giant sues over £125m loan (The Telegraph)
Jan-04-24 10:06AM	Acentra Health Announces Acquisition of EAP Consultants, LLC (GlobeNewswire)
Jan-02-24 10:59AM	Carlyles Gabon Asset Sale At Risk as Junta Decides to Take Over (Bloomberg)
Dec-19-23 08:46AM	Acentra Health (formerly Kepro) Earns URAC Disease Management Accreditation for Adhering to Care Standards That Prevent and Control Chronic Disease (GlobeNewswire)
07:45AM	Carlyle and Insight Partners to Invest in Exiger, a High-Growth AI Supply Chain Risk & Resilience Software Company, in Partnership with Management (PR Newswire)
06:00AM	Carlyle and Insight Partners Acquire Risk-Management Business Exiger (The Wall Street Journal)
Dec-16-23 03:00PM	Private Equitys New Way to Defer M&A Debt Costs: Credit Weekly (Bloomberg)
07:00AM	Billionaire reveals the biggest mistake investors make (Fox Business)

The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Global Investment Solutions (GIS). The GPE segment focuses on buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The GC segment includes funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions, and global capital markets. The GIS segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The company was founded by William Elias Conway Jr., Daniel Anthony D'Aniello, and David Mark Rubenstein in 1987 and is headquartered in Washington, DC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Carlyle Group Inc.	Former 10% Owner	Feb 08 '24	Buy	12.95	190,000	2,460,500	1,066,189	Feb 12 06:23 PM
SCHWARTZ HARVEY M	Chief Executive Officer	Dec 15 '23	Sale	41.74	295,358	12,328,036	6,768,046	Dec 19 05:01 PM
CG Subsidiary Holdings L.L.C.	10% Owner	Sep 12 '23	Buy	8.52	1,269,537	10,816,455	4,785,628	Sep 14 04:05 PM
CG Subsidiary Holdings L.L.C.	10% Owner	Aug 28 '23	Buy	8.30	3,012,049	25,000,007	3,012,049	Aug 30 05:33 PM
CG Subsidiary Holdings L.L.C.	10% Owner	Aug 28 '23	Buy	8.30	504,042	4,183,549	504,042	Aug 30 05:33 PM
Finn Christopher	Chief Operating Officer	Aug 02 '23	Sale	32.36	27,067	875,888	955,587	Aug 03 06:14 PM
Buser Curtis L.	Chief Financial Officer	Aug 02 '23	Sale	32.36	25,828	835,794	1,221,416	Aug 03 06:13 PM
Larson Bruce M.	Chief Human Resources Officer	Aug 02 '23	Sale	32.36	13,413	434,045	403,069	Aug 03 06:12 PM
Ferguson Jeffrey W.	General Counsel	Aug 02 '23	Sale	32.36	11,939	386,346	1,182,891	Aug 03 06:08 PM
Andrews Charles Elliott Jr.	Chief Accounting Officer	Aug 02 '23	Sale	32.36	6,669	215,809	84,745	Aug 03 06:09 PM
Carlyle Group Inc.	10% Owner	May 08 '23	Sale	86.12	2,000,000	172,250,000	6,482,732	May 10 04:37 PM

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CACC

Credit Acceptance Corp.

CG

Carlyle Group Inc

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