Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

CG

Carlyle Group Inc

Dec 16 • 04:00PM ET

57.78

-0.02 -0.03 %

Financial • Asset Management • USA • NASD

Dec 16, 7:15 PMMedline, co-owned by Carlyle, priced its IPO at $29 on Tuesday night, raising $6.26 billion at a $54.5 billion valuation in the largest listing in four years, with no sponsor shares sold.

Peers: BX KKR APO ARES TPG PAGP GS MC HLNE BAM

| Held by: IJH VTI VB VBR VXF MDY SPMD VYM IWR IJJ

Scroll to Statements

Index	-	P/E	32.15	EPS (ttm)	1.80	Insider Own	27.30%	Shs Outstand	360.14M	Perf Week	0.24%
Market Cap	20.82B	Forward P/E	12.05	EPS next Y	4.79	Insider Trans	-0.93%	Shs Float	262.03M	Perf Month	8.34%
Enterprise Value	31.45B	PEG	0.88	EPS next Q	1.05	Inst Own	65.28%	Short Float	6.23%	Perf Quarter	-14.49%
Income	661.50M	P/S	5.32	EPS this Y	10.85%	Inst Trans	0.21%	Short Ratio	5.18	Perf Half Y	25.34%
Sales	3.92B	P/B	3.70	EPS next Y	18.18%	ROA	2.66%	Short Interest	16.32M	Perf YTD	14.44%
Book/sh	15.60	P/C	6.38	EPS next 5Y	13.69%	ROE	11.85%	52W High	69.85 -17.28%	Perf Year	8.88%
Cash/sh	9.06	P/FCF	13.22	EPS past 3/5Y	-30.35% -0.31%	ROIC	3.64%	52W Low	33.02 74.98%	Perf 3Y	95.53%
Dividend Est.	1.41 (2.45%)	EV/EBITDA	25.98	Sales past 3/5Y	-15.32% 9.53%	Gross Margin	60.89%	Volatility	3.73% 3.28%	Perf 5Y	92.60%
Dividend TTM	1.40 (2.42%)	EV/Sales	8.03	EPS Y/Y TTM	437.16%	Oper. Margin	26.04%	ATR (14)	1.89	Perf 10Y	255.28%
Dividend Ex-Date	Nov 10, 2025	Quick Ratio	1.72	Sales Y/Y TTM	-24.62%	Profit Margin	16.88%	RSI (14)	57.19	Recom	1.94
Dividend Gr. 3/5Y	11.87% 0.58%	Current Ratio	1.72	EPS Q/Q	-99.85%	SMA20	4.70%	Beta	2.04	Target Price	66.40
Payout	50.49%	Debt/Eq	2.25	Sales Q/Q	-87.24%	SMA50	3.69%	Rel Volume	0.63	Prev Close	57.80
Employees	2300	LT Debt/Eq	2.23	Earnings	Oct 31 BMO	SMA200	9.27%	Avg Volume	3.15M	Price	57.78
IPO	May 03, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	-4.55% -20.74%	Trades		Volume	1,998,992	Change	-0.03%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-11-25	Resumed	UBS	Buy	$74
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$74
Jul-10-25	Upgrade	Citigroup	Neutral → Buy	$65
May-14-25	Upgrade	TD Cowen	Hold → Buy	$56
Mar-19-25	Downgrade	Oppenheimer	Outperform → Perform
Jan-03-25	Upgrade	Wolfe Research	Peer Perform → Outperform	$60
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$42
Aug-27-24	Initiated	Redburn Atlantic	Buy	$55
Aug-06-24	Downgrade	JP Morgan	Overweight → Neutral	$46 → $44
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

Show Previous Ratings

Dec-16-25 06:55PM	Medline Prices IPO at $29 a Share. Its the Largest Listing in 4 Years. (Barrons.com)
04:20PM	A Big Medical Supply Company Is Going Public This Week. What to Expect. (Barrons.com)
03:12PM	Medline may raise up to $7B in IPO, FT reports (Investing.com)
12:30PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Dec-10-25 11:40AM	PAX vs. CG: Which Stock Should Value Investors Buy Now? (Zacks)
04:00PM	Loading…
Dec-09-25 04:00PM	Why Carlyle (CG) Stock Is Up Today (StockStory)
Dec-04-25 04:30PM	Willow Wealth Expands Private Markets Platform With Launch of Evergreen Funds From Carlyle, Goldman Sachs Asset Management, and StepStone (Business Wire)
Dec-03-25 03:26PM	Why Carlyle (CG) Stock Is Trading Up Today (StockStory)
Dec-01-25 10:31PM	Reflecting On Asset Management Stocks' Q3 Earnings: Carlyle (NASDAQ:CG) (StockStory)
Nov-19-25 11:40AM	JHG vs. CG: Which Stock Is the Better Value Option? (Zacks)
Nov-12-25 01:00PM	ARMADA Acquires Poseidon Industrial LLC, Expanding Its Solutions Offering to the U.S. Navy and Defense Support Capabilities (Business Wire)
Nov-10-25 10:46AM	Carlyle Snatches $2.6B Retailer from Barclay Family in High-Stakes Debt Shakeup (GuruFocus.com)
Nov-07-25 07:30PM	Carlyle (CG) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
12:33AM	5 Must-Read Analyst Questions From Carlyle's Q3 Earnings Call (StockStory)
Nov-05-25 08:28PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
11:40AM	Loading…
Nov-03-25 11:40AM	JHG or CG: Which Is the Better Value Stock Right Now? (Zacks)
10:50AM	Carlyle Shares Decline as Q3 Earnings Miss Estimates, AUM Rises Y/Y (Zacks)
08:31AM	CG Q3 Deep Dive: Diversification and Credit Momentum Amid Challenging Private Equity Flows (StockStory)
Nov-02-25 11:37PM	2 Financials Stocks to Target This Week and 1 We Find Risky (StockStory)
Oct-31-25 04:26PM	Why Carlyle (CG) Shares Are Falling Today (StockStory) -5.75%
03:03PM	The Carlyle Group Inc (CG) Q3 2025 Earnings Call Highlights: Record AUM and Strong Inflows ... (GuruFocus.com)
01:46PM	Carlyle Misses Earnings Estimates as Private-Equity Sales Slump (The Wall Street Journal)
12:21PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
06:22AM	Carlyle (NASDAQ:CG) Misses Q3 Sales Expectations (StockStory)
Oct-29-25 11:01PM	Carlyle (CG) Reports Earnings Tomorrow: What To Expect (StockStory)
Oct-24-25 10:35AM	Private-Asset Star Blue Owl Has Been Flying High. Is It Too Close to the Sun? (Barrons.com)
Oct-21-25 07:00AM	Thoma Bravo Announces Key Appointments to Grow Private Credit Platform (PR Newswire)
Oct-19-25 02:46PM	Carlyle's CEO Says Credit Should Be a Worry, But Markets Are Resilient (Barrons.com)
Oct-17-25 09:00AM	26North Leads $700 Million Equity Investment in NEP Group to Accelerate Growth and Innovation (Business Wire)
Oct-16-25 07:58AM	Carlyle's Thomas on AI's Impact on the Fed Policy, US Economy (Bloomberg)
12:04AM	Loading…
Oct-14-25 12:04AM	2 Reasons to Like CG (and 1 Not So Much) (StockStory)
Oct-13-25 12:21PM	Carlyle (CG) Stock Is Up, What You Need To Know (StockStory)
11:40AM	VCTR vs. CG: Which Stock Is the Better Value Option? (Zacks)
Oct-12-25 11:31PM	Q2 Earnings Roundup: Carlyle (NASDAQ:CG) And The Rest Of The Asset Management Segment (StockStory)
Oct-10-25 10:34AM	BASF to Sell Majority Stake in Coatings Unit to Carlyle for $6.7 Billion (The Wall Street Journal) -5.03%
07:39AM	BASF sells coatings unit to Carlyle for 7.7 billion (Investing.com)
Oct-09-25 11:21AM	What Carlyle's Proprietary Data Signal About the Economy (Bloomberg)
Oct-08-25 05:30AM	The Unofficial Jobs Numbers Are In and It's Rough Out There (The Wall Street Journal)
Oct-07-25 03:23PM	Private-Equity Stocks Have Gotten Crushed. J.P. Morgan Says This One Is a Buy. (Barrons.com)
Oct-03-25 06:03AM	Jim Cramer on Carlyle Group: "I Like That Risk-Reward" (Insider Monkey)
Oct-01-25 10:15AM	Carlyle: Investing in Power Is 'Significant Opportunity' (Bloomberg)
Sep-26-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Sep-19-25 12:11PM	Carlyle Turnaround Halts $1T Merger Talks With Macquarie Group (Zacks)
Sep-18-25 02:04PM	Carlyle makes two senior hires to boost direct-lending business (Reuters)
Sep-17-25 11:29AM	Should You Invest in Blackstone Despite Its Premium Valuation? (Zacks)
Sep-16-25 04:56PM	Carlyle Prices $800 Million Senior Notes Offering (GlobeNewswire)
Sep-15-25 10:15AM	What Ray Dalio Learned After A Huge Investment Went So Sour That He Had To Borrow $4,000 From His Father To Stay Afloat (Benzinga)
Sep-11-25 06:47PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
08:52AM	David Rubenstein: The economy is in reasonable shape (CNBC TV)
Sep-10-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Sep-09-25 02:15PM	PNC to Acquire FirstBank in $4.1B Deal, Expand in Colorado & Arizona (Zacks)
Sep-05-25 06:30AM	Carlyle, Goldman Spot Dollar Signs in Private Equitys Liquidity Logjam (The Daily Upside)
Sep-02-25 12:19PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Aug-27-25 04:32PM	Bloomberg 500 (B500) Index Adds Sixteen Securities Following Semi-Annual Reconstitution (PR Newswire)
12:55PM	Carlyle Agrees to Buy intelliflo From Invesco for $200 Million (Zacks)
Aug-26-25 04:30AM	Carlyle to Acquire intelliflo from Invesco (PR Newswire)
Aug-25-25 11:40AM	AMG vs. CG: Which Stock Is the Better Value Option? (Zacks)
Aug-22-25 12:13PM	Private Equity Is Headed for Your 401(k). The Industry Is Celebrating. Should You? (Barrons.com)
Aug-18-25 02:30AM	Private Equity Will Never Be the Same. 401(k)s Are the Golden Goose. (Barrons.com)
Aug-09-25 01:43PM	Everythings Expensive. Theres Nowhere to Hide: Credit Weekly (Bloomberg)
Aug-08-25 02:26PM	Carlyle Touches 52-Week High: How to Approach the Stock Now? (Zacks)
11:40AM	JHG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Aug-07-25 11:57AM	Carlyle Shares Gain 4.7% as Q2 Earnings Meet Estimates, AUM Rises Y/Y (Zacks)
09:42AM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Aug-06-25 03:14PM	Exits Lift Carlyle in Second Quarter as Firm Sees Better Market Conditions (The Wall Street Journal)
01:08PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
11:00AM	Compared to Estimates, Carlyle (CG) Q2 Earnings: A Look at Key Metrics (Zacks)
06:46AM	Carlyle Group's Profit, Revenue Jump (The Wall Street Journal)
06:11AM	Carlyle's second-quarter profit tops estimate on fee growth as AUM climbs (Reuters)
Aug-05-25 04:01PM	Carlyle Secured Lending, Inc. Announces Financial Results For Second Quarter Ended June 30, 2025, Declares Third Quarter 2025 Dividend of $0.40 Per Common Share (GlobeNewswire)
09:15AM	Unveiling Carlyle (CG) Q2 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Aug-04-25 07:00AM	CommScope to Sell its Connectivity and Cable Solutions Segment to Amphenol Corporation for $10.5 billion (Business Wire)
Aug-01-25 12:06AM	Starbucks Shortlists Dozen Firms Including Tencent for China Investment (Bloomberg)
Jul-28-25 03:13PM	Stock Market News, Feb. 7, 2024: S&P 500 Closes Shy of a Milestone (The Wall Street Journal)
12:23PM	Warburg Pincus and Carlyle Announce Agreement to Sell NEOGOV to EQT and CPP Investments (PR Newswire)
09:04AM	Carlyle picks three veterans for newly minted role of co-president (Reuters)
Jul-24-25 03:31PM	Wall Street Giant Bets $250M on Struggling U.S. Farmers in High-Stakes Credit Play (GuruFocus.com)
Jul-23-25 04:00PM	Carlyle Credit Income Fund Schedules Third Quarter Financial Results and Investor Conference Call (GlobeNewswire)
Jul-22-25 10:30AM	Adastra Acquired by Global Investment Firm Carlyle (Business Wire)
Jul-21-25 09:47AM	Acentra Health Names Marnie Keogh as Senior Vice President of Marketing (GlobeNewswire)
07:59AM	Carlyle Exits Calastone As SS&C Expands Global Fund Reach (Benzinga)
06:44AM	SS&C Technologies to Buy Calastone From Carlyle for About $1 Billion (The Wall Street Journal)
04:00AM	SS&C Technologies to Acquire Calastone (Business Wire)
Jul-17-25 06:35PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Jul-15-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Jul-14-25 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Jul-13-25 08:32AM	3 No-Brainer Dividend Stocks to Buy With $200 Right Now (Motley Fool)
07:00AM	The Private-Equity Maneuver Allowing More Investors to Cash Out (The Wall Street Journal)
Jul-11-25 11:58AM	Janus Henderson Group Stock Sees RS Rating Improve To 77 (Investor's Business Daily)
Jul-10-25 11:40AM	Diversified Energy, Carlyle Partner for $2B Investment in US Natural Gas, Oil Assets (Insider Monkey)
Jul-09-25 04:53PM	Top Research Reports for SAP, Novo Nordisk & Thermo Fisher (Zacks)
Jun-30-25 09:34AM	Acentra Health Earns Fourth Consecutive Recognition on the Washington Business Journals Annual Largest Private Companies List (GlobeNewswire)
Jun-26-25 02:20PM	China's $1 Trillion Power Player Is Quietly Backing Out of Wall Street (GuruFocus.com)
11:40AM	AMG vs. CG: Which Stock Is the Better Value Option? (Zacks)
10:31AM	RJF Arm Partners FNZ to Boost Wealth Management Offerings in Canada (Zacks)
09:40AM	Vance to Headline $250,000 Nantucket Political Dinner (Bloomberg)
Jun-24-25 06:43PM	Why KKR Stock Rocketed Almost 5% Higher Today (Motley Fool)
04:27PM	The $16 Trillion War Chest: How Private Equity Could Dominate Europe's Defense Boom (GuruFocus.com)
03:43PM	China Abruptly Halts $1B U.S. Private Equity Fire Sale -- What's Behind the Sudden U-Turn? (GuruFocus.com)
08:44AM	HSBC Lowers Financial Advice Fee to 1% for UK Premier Clients (Zacks)

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
Rubenstein David M.	Director	Dec 10 '25	Sale	56.55	625,000	35,343,750	27,999,644	Dec 12 05:35 PM
David M. Rubenstein	Director	Dec 10 '25	Proposed Sale	56.55	625,000	35,343,750		Dec 10 05:50 PM
Ferguson Jeffrey W.	General Counsel	Aug 12 '25	Sale	64.23	202,606	13,013,879	753,255	Aug 13 05:12 PM
Ferguson Jeffrey W.	General Counsel	Aug 11 '25	Sale	62.37	97,394	6,074,464	955,861	Aug 13 05:12 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Aug 12 '25	Proposed Sale	64.23	202,606	13,013,566		Aug 12 04:39 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Aug 11 '25	Proposed Sale	62.37	97,394	6,074,883		Aug 11 04:36 PM
Carlyle Group Inc.	10% Owner	May 29 '25	Sale	27.30	3,671,271	100,225,698	152,673,891	Jun 02 04:30 PM
Carlyle Group Inc.	10% Owner	May 23 '25	Sale	27.30	24,475,138	668,171,267	156,345,162	May 28 04:30 PM
Carlyle Group Inc.	10% Owner	Mar 27 '25	Sale	27.16	29,370,166	797,693,709	180,820,300	Mar 31 04:30 PM
Ferguson Jeffrey W.	General Counsel	Feb 19 '25	Sale	52.96	147,658	7,819,968	1,095,123	Feb 20 06:01 PM
Ferguson Jeffrey W.	General Counsel	Feb 18 '25	Sale	53.20	102,342	5,444,594	1,242,781	Feb 20 06:01 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Feb 19 '25	Proposed Sale	52.96	147,658	7,819,923		Feb 19 04:13 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Feb 18 '25	Proposed Sale	53.20	102,342	5,444,226		Feb 18 05:10 PM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

CG

Carlyle Group Inc

Upgrade your FINVIZ experience