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CG

Carlyle Group Inc

Sep 12 • 04:00PM ET

66.60

-0.80 -1.19 %

Financial • Asset Management • USA • NASD

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

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

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Index	-	P/E	19.43	EPS (ttm)	3.43	Insider Own	28.40%	Shs Outstand	358.96M	Perf Week	4.47%
Market Cap	24.09B	Forward P/E	13.73	EPS next Y	4.85	Insider Trans	-0.29%	Shs Float	258.96M	Perf Month	1.79%
Enterprise Value	33.91B	PEG	1.41	EPS next Q	1.02	Inst Own	64.37%	Short Float	4.98%	Perf Quarter	39.56%
Income	1.26B	P/S	3.86	EPS this Y	12.33%	Inst Trans	1.53%	Short Ratio	4.98	Perf Half Y	64.44%
Sales	6.24B	P/B	4.08	EPS next Y	17.94%	ROA	5.31%	Short Interest	12.89M	Perf YTD	31.91%
Book/sh	16.33	P/C	13.85	EPS next 5Y	13.79%	ROE	23.07%	52W High	68.20 -2.35%	Perf Year	76.14%
Cash/sh	4.81	P/FCF	18.33	EPS past 3/5Y	-30.35% -0.31%	ROIC	7.69%	52W Low	33.02 101.70%	Perf 3Y	106.00%
Dividend Est.	1.41 (2.11%)	EV/EBITDA	17.02	Sales past 3/5Y	-15.32% 9.53%	Gross Margin	57.26%	Volatility	2.63% 2.64%	Perf 5Y	157.94%
Dividend TTM	1.40 (2.10%)	EV/Sales	5.44	EPS Y/Y TTM	419.41%	Oper. Margin	28.94%	ATR (14)	1.79	Perf 10Y	230.64%
Dividend Ex-Date	Aug 18, 2025	Quick Ratio	1.53	Sales Y/Y TTM	101.10%	Profit Margin	20.14%	RSI (14)	61.47	Recom	2.11
Dividend Gr. 3/5Y	11.87% 0.58%	Current Ratio	1.53	EPS Q/Q	115.70%	SMA20	3.71%	Beta	2.01	Target Price	68.75
Payout	50.49%	Debt/Eq	1.83	Sales Q/Q	52.80%	SMA50	7.50%	Rel Volume	0.54	Prev Close	67.40
Employees	2300	LT Debt/Eq	1.79	Earnings	Aug 06 BMO	SMA200	30.52%	Avg Volume	2.59M	Price	66.60
IPO	May 03, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.54% 8.77%	Trades		Volume	1,401,962	Change	-1.19%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jun-08-22	Initiated	JMP Securities	Mkt Outperform	$60
Dec-16-21	Initiated	BofA Securities	Buy	$79

Show Previous Ratings

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)
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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)
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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)
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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)
02:01AM	Diversified Energy and Carlyle Enter Strategic Partnership to Invest in Up to $2 Billion of PDP Energy Assets (GlobeNewswire)
Jun-23-25 04:31PM	Diversified Energy and Carlyle Enter Strategic Partnership to Invest in Up to $2 Billion of PDP Energy Assets (GlobeNewswire)
04:01PM	Carlyles Private-Credit Arm Signs Up to $2 Billion Deal With Diversified Energy (The Wall Street Journal)
Jun-19-25 12:16PM	Italian Brand Twinset Changes Hands (WWD)
10:37AM	Trucordia wraps up debt refinancing to enhance capital structuring (Life Insurance International)
Jun-18-25 04:02AM	Musks xAI Burns Through $1 Billion a Month as Costs Pile Up (Bloomberg)
Jun-16-25 12:50PM	Carlyle Announces Partnership With Citigroup on Asset-Backed Lending (Zacks)
03:27AM	Adnoc Makes $19 Billion Takeover Bid for Australias Santos (Bloomberg)
Jun-13-25 04:35AM	Carlyle, Citi partner to explore fintech specialty lending opportunities (Private Banker International)
Jun-12-25 04:59PM	Wall Street's New Power Couple: Citi and Carlyle Target Fintech's $5.2 Trillion Goldmine (GuruFocus.com)
10:38AM	Carlyle teams up with Citi to invest in fintech lenders (Reuters)
Jun-10-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Jun-06-25 02:30AM	Private Markets Are Crowding Out Public Markets. Where's the SEC? (Barrons.com)
Jun-04-25 07:00AM	Trucordia to Receive $1.3 Billion Strategic Investment from Carlyle (PR Newswire)
Jun-02-25 08:34AM	bluebird bio Announces Completion of Acquisition by Carlyle and SK Capital (Business Wire)
May-30-25 08:30AM	Carlyle and SK Capital Partners Announce Expiration of bluebird bio Tender Offer (Business Wire)
May-28-25 05:22PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
May-27-25 06:30AM	Carlyle is trying to turn political volatility into competitive edge for its portfolio CEOs (Fortune)
May-23-25 02:44PM	David Rubenstein: The transition to a manufacturing economy will be very difficult (CNBC TV)
08:42AM	David Rubenstein: The bond market is worried about economic weakness from rising debt (CNBC TV)
May-19-25 10:00AM	Resonetics Invests in Nitinol Gun Drilling Capabilities Through Purchase of Assets from Medical Component Specialists (PR Newswire)
May-16-25 04:30PM	Carlyle, SK Capital Partners and bluebird bio Provide Updated Tender Instructions (Business Wire)
May-15-25 09:45AM	Carlyle CEO Harvey Schwartz Says 'Stay Buckled' Amid Market Turmoil 'It's Just A Question Of Whether The Airbags Come Out (Benzinga)
May-14-25 10:09PM	Starbucks Is Said to Start Process to Revamp Vast China Business (Bloomberg)
06:50PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
12:12PM	Carlyle nears deal to sell Italian premium brand Twinset, sources say (Reuters)
08:51AM	Bluebird bio receives higher upfront offer from PE firms Carlyle, SK Capital (Reuters)
08:30AM	Carlyle, SK Capital Partners and bluebird bio Amend Merger Agreement (Business Wire)
May-09-25 07:30PM	Carlyle (CG) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) +8.52%
04:32PM	Carlyle: Q1 Earnings Snapshot (Associated Press Finance)
12:00PM	Carlyle Q1 Earnings Top Estimates, Revenues & AUM Increase Y/Y (Zacks)
03:16AM	The Carlyle Group Inc (CG) Q1 2025 Earnings Call Highlights: Record Growth Amid Market Uncertainty (GuruFocus.com)
12:25AM	Q1 2025 Carlyle Group Inc Earnings Call (Thomson Reuters StreetEvents)
May-08-25 01:09PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
11:27AM	Acentra Health Supports Utah in Securing CMS Certification for Medicaid Enterprise System Modernization (GlobeNewswire)
06:03AM	Carlyle seeks dealmaking opportunities to deploy $84 billion in dry powder (Reuters)
01:15AM	Q1 2025 Carlyle Secured Lending Inc Earnings Call (Thomson Reuters StreetEvents)
May-07-25 06:00PM	Here are the major earnings before the open tomorrow (Seeking Alpha)
01:39PM	Commentary: These Trumpers aren't worried about a Trump recession (Yahoo Finance)
10:48AM	Carlyle Q1 2025 Earnings Preview (Seeking Alpha)
May-06-25 04:45PM	Centerra Gold Announces Results of 2025 Annual Meeting of Shareholders (GlobeNewswire)
06:02AM	Centerra Gold Announces Quarterly Dividend of C$0.07 per Common Share (GlobeNewswire)
06:01AM	Centerra Gold Reports First Quarter 2025 Results; Approved up to $75 Million to Repurchase Shares in 2025; Announces Updated Mineral Resource at Kemess and Advancing Studies on the Project (GlobeNewswire)
06:00AM	Centerra Gold Announces Updated Mineral Resources at Kemess; Advancing Studies on the Project (GlobeNewswire)
May-05-25 04:00PM	Carlyle and SK Capital Receive All Required Regulatory Approvals to Complete the Acquisition of bluebird bio (Business Wire)
12:36PM	Carlyle CEO Harvey Schwartz says actively looking for investments (Reuters)
May-03-25 03:00PM	Short Sellers Bet Against Private Credit Lenders (Bloomberg)

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
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
Carlyle Group Inc.	10% Owner	Dec 02 '24	Sale	2.01	28,438	57,030	1,992,427	Dec 04 04:30 PM
Carlyle Group Inc.	10% Owner	Nov 27 '24	Sale	2.02	73,986	149,111	2,077,374	Dec 02 09:13 PM
Carlyle Group Inc.	10% Owner	Nov 29 '24	Sale	2.03	56,509	114,843	2,020,865	Dec 02 09:13 PM
Carlyle Group Inc.	10% Owner	Nov 21 '24	Sale	2.02	3,901	7,882	2,151,560	Dec 02 09:13 PM
Carlyle Group Inc.	10% Owner	Nov 25 '24	Sale	2.00	200	400	2,151,360	Dec 02 09:13 PM
Carlyle Group Inc.	10% Owner	Nov 21 '24	Sale	35.31	8,260,183	291,700,102	0	Nov 21 05:08 PM
D'Aniello Daniel A.	Director	Nov 12 '24	Sale	51.53	495,542	25,536,924	0	Nov 14 05:25 PM
Daniel A. D'Aniello	Co-Founder and Chariman Emerit	Nov 12 '24	Proposed Sale	53.24	495,542	26,382,656		Nov 12 08:53 PM
Carlyle Group Inc.	10% Owner	Oct 17 '24	Sale	2.33	250,000	582,250	2,155,461	Oct 21 05:09 PM
Carlyle Group Inc.	10% Owner	Oct 16 '24	Sale	2.20	275,000	603,790	2,405,461	Oct 17 04:30 PM
Carlyle Group Inc.	10% Owner	Oct 15 '24	Sale	2.12	225,000	475,920	2,680,461	Oct 17 04:30 PM
Carlyle Group Inc.	10% Owner	Oct 14 '24	Sale	2.23	250,000	558,475	2,905,461	Oct 15 04:30 PM
Carlyle Group Inc.	10% Owner	Oct 11 '24	Sale	2.27	92,905	211,257	3,155,461	Oct 15 04:30 PM
Carlyle Group Inc.	10% Owner	Oct 09 '24	Sale	2.14	924,466	1,981,223	3,643,231	Oct 11 04:30 PM
Carlyle Group Inc.	10% Owner	Oct 10 '24	Sale	2.10	394,865	828,269	3,248,366	Oct 11 04:30 PM
Carlyle Group Inc.	10% Owner	Oct 08 '24	Sale	2.45	200,000	490,940	4,567,697	Oct 09 04:30 PM
Carlyle Group Inc.	10% Owner	Oct 07 '24	Sale	2.51	133,643	335,698	4,767,697	Oct 09 04:30 PM

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CG

Carlyle Group Inc

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