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CG

Carlyle Group Inc

Jul 26 • 04:00PM ET

47.20

Dollar change +0.87
Percentage change 1.88	%

Financial • Asset Management • USA • NASD

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

Held by: IJH VTI VB VBR VXF MDY SPMD VYM DON IJK

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Index	-	P/E	-	EPS (ttm)	-1.79	Insider Own	42.01%	Shs Outstand	361.33M	Perf Week	2.74%
Market Cap	16.99B	Forward P/E	10.58	EPS next Y	4.46	Insider Trans	0.00%	Shs Float	208.69M	Perf Month	19.19%
Income	-643.50M	PEG	-	EPS next Q	0.83	Inst Own	59.38%	Short Float	9.01%	Perf Quarter	3.46%
Sales	3.13B	P/S	5.43	EPS this Y	19.15%	Inst Trans	2.14%	Short Ratio	8.79	Perf Half Y	15.23%
Book/sh	14.11	P/B	3.34	EPS next Y	15.56%	ROA	-3.06%	Short Interest	18.80M	Perf Year	35.01%
Cash/sh	4.73	P/C	9.97	EPS next 5Y	12.41%	ROE	-11.44%	52W Range	27.13 - 48.52	Perf YTD	16.00%
Dividend Est.	1.40 (2.97%)	P/FCF	12.43	EPS past 5Y	-	ROI	-4.59%	52W High	-2.72%	Beta	1.72
Dividend TTM	1.40 (2.97%)	Quick Ratio	-	Sales past 5Y	26.65%	Gross Margin	50.21%	52W Low	73.98%	ATR (14)	1.33
Dividend Ex-Date	May 13, 2024	Current Ratio	-	EPS Y/Y TTM	-185.71%	Oper. Margin	-16.41%	RSI (14)	66.15	Volatility	3.57% 2.65%
Employees	2200	Debt/Eq	1.83	Sales Y/Y TTM	-18.68%	Profit Margin	-20.58%	Recom	2.29	Target Price	48.78
Option/Short	Yes / Yes	LT Debt/Eq	1.77	EPS Q/Q	-35.56%	Payout	-	Rel Volume	0.92	Prev Close	46.33
Sales Surprise	1.42%	EPS Surprise	4.49%	Sales Q/Q	-17.52%	Earnings	Aug 05 BMO	Avg Volume	2.14M	Price	47.20
SMA20	9.63%	SMA50	11.63%	SMA200	17.07%	Trades		Volume	1,966,169	Change	1.88%

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

Jul-24-24 04:05PM	Carlyle Credit Income Fund Schedules Third Quarter 2024 Financial Results and Investor Conference Call (GlobeNewswire)
Jul-23-24 01:21PM	Ares, HPS Line Up $3 Billion Debt for Baxter Unit Bid (Bloomberg)
09:44AM	Acentra Health Names Brett Barton as Senior Vice President of Client Experience (GlobeNewswire)
Jul-22-24 11:45AM	Why Carlyle Group (CG) is a Top Dividend Stock for Your Portfolio (Zacks)
Jul-19-24 07:03PM	Appian, Lions Gate Entertainment, and More Stocks See Action From Activist Investors (Barrons.com)
06:35AM	Loading…
06:35AM	Carlyle and KKR purchase Discover student loan portfolio (Private Banker International)
Jul-18-24 04:35PM	Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Financial Results for the Second Quarter Ended June 30, 2024 (GlobeNewswire)
Jul-17-24 11:02AM	Carlyle and KKR Win $10 Billion Student Loan Portfolio (The Wall Street Journal)
08:59AM	Carlyle and KKR Strategic Partnerships Agree to Acquire Approximately $10.1 Billion Prime Student Loan Portfolio from Discover Financial Services (Business Wire)
08:13AM	Discover Financial Services Announces Agreement to Sell Private Student Loan Portfolio (Business Wire)
Jul-16-24 11:53AM	Acentra Health Names Ryan Bosch, MD, as Executive Vice President, Chief Health and Informatics Officer (GlobeNewswire) +5.54%
09:52AM	Blackstone, CVC Weigh Bids for Carlyles StandardAero (Bloomberg)
Jul-15-24 12:20PM	Feds Powell Is Taking the Stage Again (Barrons.com)
Jul-11-24 06:26PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Jul-10-24 08:01AM	Manulife Investment Management Closes Manulife Private Equity Partners II in partnership with AlpInvest (PR Newswire)
09:49AM	Loading…
Jul-09-24 09:49AM	Carlyle Group (CG) Eyes Buyout of Baxter's Kidney Care Unit (Zacks)
08:15AM	3 Bargain Bin Stocks with Millionaire-Maker Potential (InvestorPlace)
Jul-08-24 07:31AM	Baxter considers sale of kidney care unit to PE firm: WSJ (MedTech Dive)
02:00AM	Myricx Bio Announces 90m ($114m) Series A Financing to Advance its Novel NMTi-ADC Therapeutics into Clinical Development (GlobeNewswire)
Jul-05-24 02:54PM	Carlyle in talks to buy Baxter's kidney care unit, source says (Reuters)
02:44PM	Bassett Furniture, USA Compression Partners, and More Stocks See Action From Activist Investors (Barrons.com)
01:49PM	Carlyle in Advanced Talks to Acquire Baxters Vantive (The Wall Street Journal)
Jul-04-24 09:37AM	Carlyle (CG) Thrives on Organic Growth Amid High Costs (Zacks)
Jul-01-24 07:02AM	The Technology Powering Taylor Swift, Netflix and the Sphere (Bloomberg)
Jun-24-24 10:08AM	Carlyle, Goldman Sachs Lend $1.1 Billion PIK to Apex Group (Bloomberg)
Jun-21-24 08:36AM	Carlyle pushing ahead with sale of Italian fashion brand Twinset, sources say (Reuters)
Jun-20-24 09:29AM	Carlyle Expands Energy Assets With Energean Portfolio Buy of Up to $945 Million (The Wall Street Journal)
12:15AM	Carlyle, KKR top bidders for Discover's $10 billion US student loan portfolio, FT reports (Reuters)
Jun-19-24 11:45AM	Carlyle Group (CG) Could Be a Great Choice (Zacks)
Jun-18-24 09:34AM	Acentra Health Names Heather Adamson as Senior Vice President of Marketing (GlobeNewswire)
06:31PM	Loading…
Jun-14-24 06:31PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
12:43PM	Your Independent Advisor Now Works for Private Equity. What It Could Mean for Your Portfolio. (Barrons.com)
Jun-13-24 10:15AM	Oregon Health Authority Selects Acentra Health to Implement Division of the State's Health-Related Social Needs Benefits for 1115 Medicaid Waiver Demonstration (GlobeNewswire)
09:39AM	The sentiment swing is enormous in the commodities markets right now, says Carlyle's Jeff Currie (CNBC TV)
Jun-12-24 02:05PM	Carlyle Ready to Make 'a Number' of Exits in Investments, Bernasek Says (Bloomberg)
01:35PM	Two Interest-Rate Cuts in 2024 Are Very Likely After CPI, Carlyles Thomas Says (Bloomberg)
Jun-11-24 11:02AM	Acentra Health Named 'Corporate Growth Company of the Year' by ACG National Capital (GlobeNewswire)
Jun-10-24 06:00PM	Carlyle Sets Sights on 300 Japanese Businesses as PE Deals Boom (Bloomberg)
May-28-24 05:30AM	Private-Equity Giants Near Settlements With SEC Over Texting Violations (The Wall Street Journal)
May-24-24 02:27AM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
May-22-24 10:46AM	Carlyle Group exits Brazil's Rede D'Or -reports (Reuters)
May-21-24 12:50PM	How Wall Street Lenders Are Betting Big on the AI Boom (The Wall Street Journal)
08:29AM	Carlyle Group Raises $2.8 Billion for Fifth Japanese Buyout Fund (MT Newswires)
04:00AM	Carlyle Raises $2.8 Billion for Largest Japan Buyout Fund (Bloomberg)
May-20-24 10:28AM	Carlyle Group's Unit Purchases Japan KFC Holdings Stake From Mitsubishi Corporation (MT Newswires)
10:24AM	Copper Hits Record Above $11,000 on Bets That Shortage Looms (Bloomberg)
05:30AM	Musk Effect Drives Spread of Supersize CEO Pay Packages (The Wall Street Journal)
May-17-24 01:15PM	CoreWeave Raises $7.5 Billion in Debt for AI Computing Push (The Wall Street Journal)
11:45AM	Why Carlyle Group (CG) is a Great Dividend Stock Right Now (Zacks)
May-16-24 03:03PM	Carlyle Embraces ABS as the 'New Wave of Private Credit' (Bloomberg)
07:00AM	Carlyle to Buy Sungage Residential Solar Loans as Banks Retreat (Bloomberg)
May-15-24 03:15AM	Copper Short Squeeze in NY Prompts Rush to Send Metal to US (Bloomberg)
May-14-24 08:00AM	Zippy Shell Inc. Completes $525 million Capital Raise (PR Newswire)
03:00AM	Carlyle Provides Over $400 Million Private Debt to Big Bus Tours (Bloomberg)
May-13-24 05:14PM	Video Highlights from IPO Edge Bootcamp at Nasdaq (IPO-Edge.com)
07:05AM	The Carlyle Group Inc's Dividend Analysis (GuruFocus.com)
May-10-24 10:35AM	Cross Border Listings Panel from IPO Edge Bootcamp at Nasdaq (IPO-Edge.com)
May-09-24 03:36AM	Carlyle Secured Lending Inc (CGBD) (Q1 2024) Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
May-07-24 06:52PM	Carlyle Secured Lending Inc (CGBD) Reports Q1 2024 Earnings: Surpasses EPS Estimates, Declares ... (GuruFocus.com)
06:14PM	Carlyle Secured Lending, Inc. Announces Financial Results For First Quarter Ended 2024, Declares Second Quarter 2024 Dividends of $0.47 Per Common Share (GlobeNewswire)
May-06-24 01:01PM	3 Nasdaq Stocks Trading at Discounted Prices to Consider in May (InvestorPlace)
May-03-24 09:35AM	After Plunging -13.6% in 4 Weeks, Here's Why the Trend Might Reverse for Carlyle (CG) (Zacks)
02:15AM	Pro-Gest Talks to Carlyle, Cheyne to Extend Debt and Get Funds (Bloomberg)
May-02-24 12:54PM	Acentra Health Executive Vice President & Chief Strategy Officer Verlon Johnson Appointed Chair of Medicaid and CHIP Payment Access Commission (GlobeNewswire)
11:25AM	The Carlyle Group Inc. (NASDAQ:CG) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:00AM	Deutsche Bank Adjusts Carlyle Group Price Target to $55 From $63, Maintains Buy Rating (MT Newswires)
10:00AM	Carlyle (CG) Q1 Earnings Beat Estimates, Stock Falls 8.6% (Zacks)
08:58AM	Oppenheimer Adjusts Carlyle Group Price Target to $68 From $74, Maintains Outperform Rating (MT Newswires)
03:07AM	The Carlyle Group Inc (CG) Q1 2024 Earnings Call Transcript Highlights: Record Margins and ... (GuruFocus.com)
May-01-24 10:45PM	Q1 2024 Carlyle Group Inc Earnings Call (Thomson Reuters StreetEvents) -8.55%
08:19PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
01:07PM	Carlyle Deal Sales Buoy Profits But Shrink Firms Assets (Bloomberg)
12:00PM	Carlyle Stock Falls After Dip in Performance and Fee-Paying Assets (The Wall Street Journal)
11:55AM	CG Stock Earnings: Carlyle Group Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
11:45AM	Why Carlyle Group (CG) is a Top Dividend Stock for Your Portfolio (Zacks)
11:30AM	Compared to Estimates, Carlyle (CG) Q1 Earnings: A Look at Key Metrics (Zacks)
08:23AM	Carlyle Group's Q1 Distributable Earnings Rise, Revenue Falls (MT Newswires)
07:49AM	Carlyle: Q1 Earnings Snapshot (Associated Press Finance)
07:31AM	Carlyle Group Inc (CG) Q1 Earnings: A Mixed Bag Against Analyst Projections (GuruFocus.com)
06:15AM	Carlyle Group reports 59% jump in Q1 earnings (Reuters)
Apr-30-24 04:05PM	Carlyle Credit Income Fund Schedules Second Quarter 2024 Financial Results and Investor Conference Call (PR Newswire)
03:00PM	IPO Edge Bootcamp at Nasdaq May 6 with Stifel, ICR, Goodmans, KPMG, Gallagher, Vinson & Elkins, CFGI, DFIN (IPO-Edge.com)
12:40PM	Market Chatter: German Labor Union to Start Negotiations With Carlyle in May Over Thyssenkrupp Unit Stake Sale (MT Newswires)
10:32AM	Union announces talks with Carlyle on Thyssenkrupp Marine Systems investment (Reuters)
09:15AM	Unlocking Q1 Potential of Carlyle (CG): Exploring Wall Street Estimates for Key Metrics (Zacks)
Apr-29-24 05:25PM	Carlyle Picks JPMorgan, Morgan Stanley for IPO or Sale of StandardAero (Bloomberg)
Apr-26-24 01:10PM	Market Chatter: The Carlyle Group Said to be Mulling Sale of Tamko (MT Newswires)
12:59PM	Carlyle Group Said is Mulling Options for Tamko, Including Sale (Bloomberg)
Apr-24-24 02:29PM	Update: Carlyle Group Founders Must Face Lawsuit on $344 Million Payout, Judge Rules (MT Newswires)
01:31PM	Carlyle Group Founders Must Face Lawsuit on $344 Million Payout, Judge Rules (MT Newswires)
Apr-23-24 04:19PM	Oil Rises as Risk-On Mood Counters Waning Geopolitical Concerns (Bloomberg)
Apr-22-24 03:01PM	Update: Market Chatter: Carlyle Group-Backed Crescent Midstream Said to Be Exploring Sale (MT Newswires)
02:30PM	Market Chatter: Carlyle Group-Backed Crescent Midstream Said to Be Exploring Sale (MT Newswires)
02:23PM	Carlyle-Backed Crescent Midstream Explores Sale (Bloomberg)
12:00PM	What Makes Carlyle (CG) a New Buy Stock (Zacks)
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)

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.	10% Owner	Jul 25 '24	Sale	38.58	406,809	15,696,721	9,706,231	Jul 26 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 24 '24	Sale	38.97	214,732	8,367,685	10,113,040	Jul 26 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 23 '24	Sale	36.52	99,545	3,635,490	10,327,772	Jul 24 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 22 '24	Sale	35.31	135,241	4,775,665	10,427,317	Jul 24 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 19 '24	Sale	34.12	65,636	2,239,738	10,562,558	Jul 22 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 18 '24	Sale	34.13	101,870	3,476,615	10,628,194	Jul 22 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 17 '24	Sale	34.81	69,637	2,423,818	10,730,064	Jul 18 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 16 '24	Sale	33.16	94,861	3,145,151	10,799,701	Jul 18 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 15 '24	Sale	31.70	93,187	2,954,302	10,894,562	Jul 16 08:17 PM
Carlyle Group Inc.	10% Owner	Jul 12 '24	Sale	32.35	57,253	1,852,189	10,987,749	Jul 16 08:17 PM
Carlyle Group Inc.	10% Owner	Jul 11 '24	Sale	31.37	96,578	3,030,060	11,045,002	Jul 12 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 10 '24	Sale	30.09	24,390	733,971	11,141,580	Jul 12 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 09 '24	Sale	30.07	23,781	715,109	11,165,970	Jul 10 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 08 '24	Sale	30.39	59,973	1,822,715	11,189,751	Jul 10 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 05 '24	Sale	31.15	50,739	1,580,626	11,249,724	Jul 08 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 03 '24	Sale	30.87	52,724	1,627,441	11,300,463	Jul 08 04:30 PM
Carlyle Group Inc.	10% Owner	Jul 02 '24	Sale	31.36	86,454	2,711,095	11,353,187	Jul 03 01:15 PM
Carlyle Group Inc.	10% Owner	Jul 01 '24	Sale	32.21	81,110	2,612,556	11,439,641	Jul 03 01:15 PM
Carlyle Group Inc.	10% Owner	Jun 28 '24	Sale	33.05	49,937	1,650,252	11,520,751	Jul 01 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 27 '24	Sale	33.51	46,380	1,554,398	11,570,688	Jul 01 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 26 '24	Sale	33.19	81,482	2,704,541	11,617,068	Jun 27 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 25 '24	Sale	33.01	67,472	2,227,342	11,698,550	Jun 27 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 24 '24	Sale	34.34	73,713	2,531,371	11,766,022	Jun 25 04:56 PM
Carlyle Group Inc.	10% Owner	Jun 21 '24	Sale	35.07	68,580	2,404,799	11,839,735	Jun 25 04:56 PM
Carlyle Group Inc.	10% Owner	Jun 20 '24	Sale	34.89	67,207	2,344,618	11,908,315	Jun 21 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 18 '24	Sale	35.96	48,541	1,745,606	11,975,522	Jun 21 04:30 PM
Carlyle Group Inc.	10% Owner	Jun 17 '24	Sale	35.99	99,642	3,586,163	12,024,063	Jun 18 05:46 PM
Carlyle Group Inc.	10% Owner	Jun 14 '24	Sale	36.19	127,981	4,631,842	12,123,705	Jun 18 05:46 PM
Carlyle Group Inc.	10% Owner	Jun 13 '24	Sale	37.67	144,234	5,433,190	12,251,686	Jun 14 05:02 PM
Carlyle Group Inc.	10% Owner	Jun 12 '24	Sale	40.23	64,263	2,585,270	12,395,920	Jun 14 05:02 PM
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

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CG

Carlyle Group Inc

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