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
Jul-23-24 01:21PM
09:44AM
Jul-22-24 11:45AM
Jul-19-24 07:03PM
06:35AM
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06:35AM
(Private Banker International)
Jul-18-24 04:35PM
Jul-17-24 11:02AM
(The Wall Street Journal)
08:59AM
08:13AM
Jul-16-24 11:53AM
09:52AM
Jul-15-24 12:20PM
Jul-11-24 06:26PM
Jul-10-24 08:01AM
09:49AM
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Jul-09-24 09:49AM
08:15AM
Jul-08-24 07:31AM
02:00AM
Jul-05-24 02:54PM
02:44PM
01:49PM
(The Wall Street Journal)
Jul-04-24 09:37AM
Jul-01-24 07:02AM
Jun-24-24 10:08AM
Jun-21-24 08:36AM
Jun-20-24 09:29AM
(The Wall Street Journal)
12:15AM
Jun-19-24 11:45AM
Jun-18-24 09:34AM
06:31PM
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Jun-14-24 06:31PM
12:43PM
Jun-13-24 10:15AM
09:39AM
Jun-12-24 02:05PM
01:35PM
Jun-11-24 11:02AM
Jun-10-24 06:00PM
May-28-24 05:30AM
(The Wall Street Journal)
May-24-24 02:27AM
May-22-24 10:46AM
May-21-24 12:50PM
(The Wall Street Journal)
08:29AM
04:00AM
May-20-24 10:28AM
10:24AM
05:30AM
(The Wall Street Journal)
May-17-24 01:15PM
(The Wall Street Journal)
11:45AM
May-16-24 03:03PM
07:00AM
May-15-24 03:15AM
May-14-24 08:00AM
03:00AM
May-13-24 05:14PM
07:05AM
May-10-24 10:35AM
May-09-24 03:36AM
May-07-24 06:52PM
06:14PM
May-06-24 01:01PM
May-03-24 09:35AM
02:15AM
May-02-24 12:54PM
11:25AM
11:00AM
10:00AM
08:58AM
03:07AM
May-01-24 10:45PM
(Thomson Reuters StreetEvents) -8.55%
08:19PM
01:07PM
12:00PM
(The Wall Street Journal)
11:55AM
11:45AM
11:30AM
08:23AM
07:49AM
(Associated Press Finance)
07:31AM
06:15AM
Apr-30-24 04:05PM
03:00PM
12:40PM
10:32AM
09:15AM
Apr-29-24 05:25PM
Apr-26-24 01:10PM
12:59PM
Apr-24-24 02:29PM
01:31PM
Apr-23-24 04:19PM
Apr-22-24 03:01PM
02:30PM
02:23PM
12:00PM
Apr-19-24 02:29PM
Apr-18-24 04:08PM
Apr-15-24 01:00PM
11:45AM
09:02AM
(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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