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CG

Carlyle Group Inc

Jun 14 • 04:00PM ET

39.05

Dollar change -0.61
Percentage change -1.54	%

Financial • Asset Management • USA • NASD

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

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

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Index	-	P/E	-	EPS (ttm)	-1.79	Insider Own	41.98%	Shs Outstand	361.33M	Perf Week	-4.01%
Market Cap	14.05B	Forward P/E	8.71	EPS next Y	4.48	Insider Trans	-0.20%	Shs Float	208.81M	Perf Month	-11.37%
Income	-643.50M	PEG	-	EPS next Q	0.89	Inst Own	59.06%	Short Float	8.59%	Perf Quarter	-12.40%
Sales	3.13B	P/S	4.49	EPS this Y	21.06%	Inst Trans	2.14%	Short Ratio	8.53	Perf Half Y	0.39%
Book/sh	14.11	P/B	2.77	EPS next Y	14.33%	ROA	-3.06%	Short Interest	17.95M	Perf Year	27.49%
Cash/sh	4.73	P/C	8.25	EPS next 5Y	12.51%	ROE	-11.44%	52W Range	27.13 - 48.52	Perf YTD	-4.03%
Dividend Est.	1.40 (3.59%)	P/FCF	10.28	EPS past 5Y	-	ROI	-4.59%	52W High	-19.52%	Beta	1.74
Dividend TTM	1.40 (3.59%)	Quick Ratio	-	Sales past 5Y	26.65%	Gross Margin	50.21%	52W Low	43.94%	ATR (14)	1.16
Dividend Ex-Date	May 13, 2024	Current Ratio	-	EPS Y/Y TTM	-185.71%	Oper. Margin	-16.41%	RSI (14)	34.01	Volatility	2.56% 2.53%
Employees	2200	Debt/Eq	1.83	Sales Y/Y TTM	-18.68%	Profit Margin	-20.58%	Recom	2.29	Target Price	48.33
Option/Short	Yes / Yes	LT Debt/Eq	1.77	EPS Q/Q	-35.56%	Payout	-	Rel Volume	1.32	Prev Close	39.66
Sales Surprise	1.42%	EPS Surprise	4.49%	Sales Q/Q	-17.52%	Earnings	May 02 BMO	Avg Volume	2.10M	Price	39.05
SMA20	-7.89%	SMA50	-10.50%	SMA200	0.61%	Trades		Volume	2,780,615	Change	-1.54%

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

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	Loading…
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	Loading…
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)
01:01PM	Loading…
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)
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)
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)
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)

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	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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