CG

Carlyle Group Inc

38.45

Oct 23 • 10:34 AM ET -0.75 (-1.91%)

Financial Asset Management USA Large NASD

Peers: TPG KKR BX APO ARES OWL BAM HLNE STEP BLK

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

Index	-
Market Cap	13.70B
Enterprise Value	27.89B
Income	363.90M
Sales	3.49B
Book/sh	14.83
Cash/sh	5.73
Dividend Est.	1.40 (3.65%)
Dividend TTM	1.40 (3.64%)
Dividend Ex-Date	Aug 17, 2026
Dividend Gr. 3/5Y	4.41% 6.96%
Payout	64.21%
Employees	2500
IPO	May 03, 2012

P/E	39.84
Forward P/E	7.67
PEG	0.57
P/S	3.93
P/B	2.59
P/C	6.71
P/FCF	20.44
EV/EBITDA	39.79
EV/Sales	7.99
Quick Ratio	0.52
Current Ratio	0.52
Debt/Eq	2.72
LT Debt/Eq	2.67
Option/Short	Yes / Yes

EPS (ttm)	0.97
EPS next Y	5.01
EPS next Q	0.99
EPS this Y	-12.69%
EPS next Y	42.77%
EPS next 5Y	13.56%
EPS past 3/5Y	-13.34% 17.55%
Sales past 3/5Y	0.09% 10.93%
EPS Y/Y TTM	-71.02%
Sales Y/Y TTM	-44.06%
EPS Q/Q	-57.15%
Sales Q/Q	-43.91%
Earnings	Nov 05 BMO
EPS/Sales Surpr.	17.43% 20.43%

Insider Own	27.96%
Insider Trans	-0.40%
Inst Own	62.43%
Inst Trans	-1.70%
ROA	1.37%
ROE	6.56%
ROIC	1.89%
Gross Margin	75.09%
Oper. Margin	14.38%
Profit Margin	10.43%
SMA20	0.51%
SMA50	-9.30%
SMA200	-19.63%
Trades

Shs Outstand	353.39M
Shs Float	256.71M
Short Float	8.58%
Short Ratio	5.98
Short Interest	22.02M
52W High	67.30 -42.86%
52W Low	35.41 8.59%
Volatility	3.96% 3.33%
ATR (14)	1.34
RSI (14)	45.89
Beta	1.84
Rel Volume	0.41
Avg Volume	3.68M
Volume	307,628

Perf Week	5.70%
Perf Month	-2.45%
Perf Quarter	-16.91%
Perf Half Y	-20.42%
Perf YTD	-34.95%
Perf Year	-33.18%
Perf 3Y	38.07%
Perf 5Y	-30.29%
Perf 10Y	161.66%
Recom	2.22
Target Price	51.79
Prev Close	39.20
Price	38.45
Change %	-1.91%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-02-26	Initiated	Wells Fargo	Equal Weight	$43
Sep-24-26	Initiated	Piper Sandler	Overweight	$54
May-11-26	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$58
May-08-26	Downgrade	TD Cowen	Buy → Hold	$53
Feb-24-26	Initiated	RBC Capital Mkts	Outperform	$67
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

Show Previous Ratings

Oct-15-26 06:00AM	A New Private-Equity Firm Specializes in Giving Companies AI Glow-Ups (The Wall Street Journal)
Oct-05-26 08:59AM	Carlyle to Announce Third Quarter 2026 Financial Results and Host Investor Conference Call (GlobeNewswire)
Sep-29-26 09:37PM	Nidec confirms talks to sell components unit to Carlyle for $636 mln (Investing.com)
Sep-24-26 09:41AM	CoreWeave upgraded, Etsy downgraded: Wall Street's top analyst calls (The Fly)
Sep-15-26 10:54AM	Carlyle's Basmadjian on AI Debt Reshaping the Loan Market (Bloomberg)
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10:02AM	Carlyle's Fujiyama Sees Investor Excitement in Defense Tech (Bloomberg)
09:07AM	Ballooning US debt is a ticking time bomb, billionaire investor David Rubenstein says (Yahoo Finance)
08:05AM	Carlyle CEO on US Economy, Fed, MIT AI Partnership (Bloomberg)
Sep-10-26 10:26AM	Private Credit Takes Bigger Role in Financing Energy, AI Infrastructure: Vinson & Elkins (CorpGov.com)
07:00AM	Carlyle, Insight Partners, and JMI Equity Unveil Exiger's Complete AI-Built Transformation (PR Newswire)
Sep-04-26 04:53AM	Very Group sale nears collapse as bidders baulk at £2bn valuation report (Retail Insight Network)
Sep-03-26 03:23PM	Carlyle and Dynasty Equity Announce Closing of Minority Investments in the Seattle Seahawks (Business Wire)
01:14PM	Sale of Barclay familys former retail empire to be shelved (The Telegraph)
Aug-19-26 05:00PM	Carlyle Joins $1 Billion Investment Round in Missile Startup Castelion (The Wall Street Journal)
Aug-17-26 07:05AM	The Carlyle Group Inc's Dividend Analysis (GuruFocus.com)
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Aug-11-26 10:29AM	Vinson & Elkins Makes Major London Push With Energy M&A Heavyweight Michael Burns (CorpGov.com)
Aug-07-26 07:41AM	Abry Partners exits Prime Capital as Carlyle agrees to minority stake (Private Banker International)
Aug-06-26 03:52PM	Prime Capital Sells Minority Stake to Carlyle, Gives Owners Liquidity Opportunity (Wealth Management)
Aug-05-26 05:05PM	The Carlyle Group Inc (CG) (Q2 2026) Earnings Call Highlights: Record Distributable Earnings ... (GuruFocus.com)
02:11PM	Carlyle sees improving exit conditions for "good companies" (Investing.com)
08:59AM	Carlyle beats second-quarter expectations as earnings and revenue climb (InvestorsHub)
06:49AM	Carlyle: Q2 Earnings Snapshot (Associated Press)
06:23AM	Carlyle Continues to Bring in Capital as Distributable Earnings Climb (The Wall Street Journal)
05:58AM	Private Capital Rushes to Fund AI Buildout in Emerging Markets (Bloomberg)
Jul-31-26 08:20AM	Carlyle Credit Solutions BDC sees redemption demand decline to 3.6% in Q2 (Pitchbook)
Jul-27-26 06:48PM	Bain and Carlyle battle for $7B Wealth Enhancement Group (Pitchbook)
06:17AM	Carlyle, Bain in race to buy Wealth Enhancement for $7bn report (Private Banker International)
Jul-21-26 09:33AM	Carlyle shares gain on report of Anthesis ownership discussions with Bridgepoint (CG) (InvestorsHub)
Jul-13-26 04:05AM	EQT agrees to buy Copia Power from Carlyle (Power Technology)
Jul-07-26 08:00AM	Carlyle to Announce Second Quarter 2026 Financial Results and Host Investor Conference Call (GlobeNewswire)
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Jun-24-26 07:36AM	Carlyle reportedly puts Very Group up for sale at £2bn valuation (Retail Insight Network)
05:15AM	Carlyle Unveils New Climate Risk Framework for Its $475 Billion Portfolio (GuruFocus.com)
Jun-23-26 09:00AM	Carlyle Group CEO: You cant teach creativity (CNN Business)
Jun-16-26 09:00AM	Content Partners and Carlyle Global Credit Announce Single-Asset Continuation Vehicle Providing New Capital for Film and TV Growth (PR Newswire)
Jun-09-26 07:35AM	Carlyle finalises $2.8bn acquisition of majority stake in MAI Capital (Private Banker International)
Jun-08-26 04:02PM	Carlyle Moves On $700 Million Korea Succession Deal (GuruFocus.com)
12:02PM	Carlyle Completes Deal to Acquire Majority Stake in MAI Capital Management (Wealth Management)
07:30AM	Carlyle Completes Acquisition of Majority Stake in MAI Capital Management (Business Wire)
Jun-05-26 01:22PM	JPMorgan Interest Swirls Around Carlyle Unit With $194 Billion AUM (GuruFocus.com)
Jun-04-26 09:00PM	The Anything-Goes Era in Private-Credit Lending Is Coming to an End (The Wall Street Journal)
Jun-02-26 02:17PM	Carlyle CEO Sees Defense, Energy as Key Bets in the Next Decade (Wealth Management)
04:27AM	Goldman Said to Work on Retailer IPO, Boosting Kuwait Push (Bloomberg)
May-27-26 03:53PM	Carlyle CEO sees market for defense investments as 'unlimited' (Reuters)
May-22-26 06:30AM	The $4.50 Gas Economy: Fewer Nights Out, More Belt-Tightening (Bloomberg)
May-21-26 12:03AM	AllianceBernstein, Brookfield, Carlyle Latest Alts Managers to Partner on Private Fund for 401(k)s (The Daily Upside)
May-20-26 02:13PM	Wall Street Targets $34 Trillion in US Homeowner Wealth (GuruFocus.com)
11:39AM	AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans (Wealth Management)
07:30AM	AllianceBernstein, Brookfield, and Carlyle Unveil Turnkey Private-Markets Solution for Defined Contribution Plans (PR Newswire)
May-15-26 02:12PM	The market is at the start of the next commodity supercycle, Carlyle's Jeff Currie says (Yahoo Finance)
May-11-26 09:44AM	Dell downgraded, Uber upgraded: Wall Street's top analyst calls (The Fly)
05:23AM	As earnings season rolls on, EPS and sales beats have been big this quarter (MarketWatch)
03:38AM	Stock Market Today: Dow, S&P 500 and Nasdaq set to ease as oil spikes on Trump rejection of Iran proposal (MarketWatch)
May-08-26 10:58AM	BASF Coatings wraps multibillion dollar LBO loan after slashing borrowing costs during syndication (Pitchbook)
May-07-26 04:16PM	Postcard From Carlyle: It's Hard to Grow Your Private Credit Holdings These Days (The Wall Street Journal)
02:16PM	Carlyle Earnings Drop 28% As Carry Fails To Follow Record Exits (GuruFocus.com)
06:36AM	Carlyle: Q1 Earnings Snapshot (Associated Press)
06:10AM	Carlyle Group Swings to Loss, Posts Revenue Decline (The Wall Street Journal)
05:10AM	Diversified, Carlyle strike $1.2bn deal for Anadarko Basin portfolio (Offshore Technology)
02:39AM	Diversified Energy Company inks $1.175bn Oklahoma acquisition alongside Carlyle (Proactive)
May-04-26 02:22PM	Carlyle Expands Healthcare Push With Majority RCM Deal (GuruFocus.com)
Apr-30-26 12:31PM	SEI, Carlyle Plan to Expand Access to Private Markets for Wealth, Retirement Channels (Wealth Management)
08:00AM	SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels (PR Newswire)
Apr-29-26 11:18AM	David Rubenstein: I would give Fed Chair Powell pretty high marks (CNBC TV)
08:18AM	David Rubenstein: Fed Chair Powell has brought transparency to the Fed (CNBC TV)
Apr-28-26 03:33PM	BASF Coatings Launches $2 Billion Debt Sale To Fund Carlyle Acquisition (GuruFocus.com)
Apr-17-26 03:57PM	Ex-Goldman Analyst Jeff Currie Is Getting Into the Oil Business (Bloomberg)
12:43PM	They Dared to Leave Merrill Lynch. How These Top Advisors Became Wall Street Renegades. (Barrons.com)
Apr-15-26 05:49PM	Wealth management land grab drives deal boom amid private market upheaval (Pitchbook)
Apr-13-26 03:59PM	Want to know what's going on with biotech IPOs? Look at the M&A market. (Pitchbook)
Apr-11-26 03:00PM	AI Juggernaut Rumbles on Even as Markets Whipsaw (Bloomberg)
Apr-09-26 04:53PM	Carlyle private credit fund fulfills 5% of redemptions after requests of 15.7% (Pitchbook)
10:05AM	Carlyle to Announce First Quarter 2026 Financial Results and Host Investor Conference Call (GlobeNewswire)
Apr-01-26 07:59AM	Carlyle enters $2.8bn deal to acquire majority of MAI Capital (Private Banker International)
Mar-31-26 09:08AM	Carlyle Ups Stake in MAI Capital with Majority Acquisition (Wealth Management)
07:30AM	Carlyle to Acquire Majority Stake in MAI Capital Management (Business Wire)
12:01AM	Carlyle Group Reportedly Pitching Defense Fund (The Daily Upside)
Mar-26-26 03:12PM	Rubenstein-Backed Manna Tree Targets $500 Million Fund Amid Deal Slump (GuruFocus.com)
Mar-23-26 08:59AM	Resonetics Completes the Acquisition of Resolution Medical, Expanding End-to-End Integrated Capabilities for Interventional and Neuromodulation Markets (PR Newswire)
Mar-20-26 02:22PM	Lukoil Reports $19.8 Billion Write-Off, Swings to 1.06 Trillion Ruble Loss (GuruFocus.com)
01:00AM	The black-box funds fuelling insurers private credit binge (Financial Times)
Mar-17-26 04:23PM	JLL secures $370M refinancing for Society Brooklyn in Gowanus (PR Newswire)
Mar-11-26 06:20AM	Carlyle to sell SierraCol to Prime Infrastructure Capital, Reuters reports (TipRanks)
Mar-06-26 06:41PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research) -5.36%
Mar-04-26 10:38PM	Asset Management Stocks Q4 Results: Benchmarking Carlyle (NASDAQ:CG) (StockStory)
Mar-03-26 05:25AM	Carlyle (CG) Targets $200B Capital Goal Amid Strategic Turnaround (Insider Monkey)
Feb-28-26 10:20PM	TD Cowen Sees Carlyle (CG) Entering New Growth Cycle after Strategic Reset (Insider Monkey)
08:58AM	Carlyle price target raised to $67 from $65 at TD Cowen (TipRanks)
Feb-27-26 12:50PM	Carlyle Beats Inflows Target in 2025, Sets Bold 2028 Goals (Zacks)
01:03AM	BofA Boosts Carlyle (CG) Target amid Broader Asset Manager Estimate Revisions (Insider Monkey)
12:07AM	Carlyle Group Touts Record 2025 Results, Sets 2028 Targets and Unveils New $2B Buyback (MarketBeat)
Feb-26-26 02:08PM	Carlyle targets $200 billion in new flows by 2028, touts Washington connections (Reuters) +5.65%
12:11PM	Why Is Carlyle (CG) Stock Rocketing Higher Today (StockStory)
08:35AM	Private-credit managers are betting your money on a market that has never been truly stress-tested (MarketWatch)
07:01AM	Carlyle Presents Growth Outlook at 2026 Shareholder Update (GlobeNewswire)
Feb-25-26 11:40AM	PAX vs. CG: Which Stock Should Value Investors Buy Now? (Zacks)
Feb-19-26 11:11AM	Blue Owl halts fund redemptions, sends private credit stocks lower (Yahoo Finance Video)
Feb-18-26 02:00PM	Reddy Ice Announces Successful Closing of the Acquisition of Arctic Glacier (PR Newswire)
Feb-17-26 06:55AM	Very Group refinances debt and extends maturities to 2030 (Retail Insight Network)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
David M. Rubenstein	Director	Sep 11 '26	Proposed Sale	43.07	400,000	17,228,000		Sep 11 05:47 PM
Rubenstein David M.	Director	Sep 11 '26	Sale	42.74	400,000	17,096,000	26,899,644	Sep 11 05:11 PM
Rubenstein David M.	Director	Mar 19 '26	Sale	46.68	500,000	23,340,000	27,399,644	Mar 20 05:34 PM
David M. Rubenstein	Director	Mar 19 '26	Proposed Sale	47.72	500,000	23,860,000		Mar 19 04:13 PM
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

The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Carlyle AlpInvest. 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 Carlyle AlpInvest 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.

PartnerMr. Harvey Mitchell Schwartz

Partner & COOMs. Lindsay P. Lobue

Director & Member of the Board of DirectorsMs. Afsaneh Mashayekhi Beschloss

CPAMr. James H. Hance Jr.

Member of Board of Directors & DirectorMr. William J. Shaw

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CG

Carlyle Group Inc

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