Analysts Highlighted Carlyle Group's (CG) Margin Expansion Potential Through 2027

The Carlyle Group Inc. (NASDAQ:CG) ranks among the best financial stocks to buy according to billionaire Israel Englander. On January 14, TD Cowen analyst Bill Katz cut his price target for The Carlyle Group Inc. (NASDAQ:CG) to $76 from $77, while maintaining a Buy rating. The firm’s position remains essentially positive on Traditional Asset Managers, though with a tighter concentration on higher-conviction ideas, while keeping an eye on Alternatives with a shift toward more “Higher for Longer” strategy and less 2026 beta.

Separately, on December 11, UBS initiated coverage of The Carlyle Group Inc. (NASDAQ:CG), with a Buy rating and a price target of $74. UBS underlined Carlyle’s increasing potential in management fees, predicting a 7% CAGR from 2025 to 2027, compared to only 2-3% growth in the previous two years.

UBS predicts that The Carlyle Group Inc. (NASDAQ:CG) may increase its fee-based earnings margins to 50.5% by 2027, up from around 48% in 2025, by minimizing compensation costs and harnessing investments taken since CEO Harvey Schwartz entered the business.

The Carlyle Group Inc. (NASDAQ:CG), one of the world’s largest investment firms, is an American multinational company with operations in private equity, alternative asset management, and financial services.

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Disclosure: None. This article is originally published at Insider Monkey.