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CG

Carlyle Group Inc

Mar 20 • 04:00PM ET

47.13

-0.59 -1.24 %

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 VYM IWR IJJ

Scroll to Statements

Index	-	P/E	21.56	EPS (ttm)	2.19	Insider Own	28.08%	Shs Outstand	357.37M	Perf Week	3.26%
Market Cap	17.02B	Forward P/E	8.72	EPS next Y	5.40	Insider Trans	-1.10%	Shs Float	259.75M	Perf Month	-11.04%
Enterprise Value	29.00B	PEG	0.62	EPS next Q	1.10	Inst Own	64.24%	Short Float	5.49%	Perf Quarter	-18.77%
Income	808.70M	P/S	3.56	EPS this Y	13.76%	Inst Trans	-0.75%	Short Ratio	4.69	Perf Half Y	-32.04%
Sales	4.78B	P/B	2.92	EPS next Y	18.14%	ROA	3.10%	Short Interest	14.25M	Perf YTD	-20.27%
Book/sh	16.12	P/C	5.30	EPS next 5Y	14.06%	ROE	14.23%	52W High	69.85 -32.52%	Perf Year	7.58%
Cash/sh	8.88	P/FCF	12.48	EPS past 3/5Y	-13.34% 17.55%	ROIC	4.22%	52W Low	33.02 42.73%	Perf 3Y	55.60%
Dividend Est.	1.48 (3.13%)	EV/EBITDA	21.25	Sales past 3/5Y	0.09% 10.93%	Gross Margin	70.06%	Volatility	3.20% 4.21%	Perf 5Y	29.19%
Dividend TTM	1.40 (2.97%)	EV/Sales	6.07	EPS Y/Y TTM	-21.10%	Oper. Margin	24.52%	ATR (14)	2.22	Perf 10Y	180.50%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	1.62	Sales Y/Y TTM	-9.67%	Profit Margin	16.91%	RSI (14)	36.69	Recom	1.84
Dividend Gr. 3/5Y	4.41% 6.96%	Current Ratio	1.62	EPS Q/Q	68.43%	SMA20	-4.56%	Beta	2.06	Target Price	67.38
Payout	64.21%	Debt/Eq	2.41	Sales Q/Q	84.95%	SMA50	-15.25%	Rel Volume	1.13	Prev Close	47.72
Employees	2500	LT Debt/Eq	2.33	Earnings	Feb 06 BMO	SMA200	-18.22%	Avg Volume	3.04M	Price	47.13
IPO	May 03, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.41% 3.96%	Trades		Volume	3,441,762	Change	-1.24%

Date	Action	Analyst	Rating Change	Price Target Change
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
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

Show Previous Ratings

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%
10:38PM	Loading…
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	Loading…
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)
08:30AM	Carlyle Secured Lending, Inc. Q4 2025 Earnings Call Summary (Moby)
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)
Feb-16-26 01:15AM	Debt-laden Very Group secures £150m breathing space for sale (The Telegraph)
Feb-13-26 12:35AM	The Top 5 Analyst Questions From Carlyle's Q4 Earnings Call (StockStory)
Feb-11-26 11:38PM	3 Financials Stocks on Our Watchlist (StockStory) -7.18%
Feb-10-26 07:06PM	Carlyle Commodities Announces Increase and Final Closing of Current Funding Efforts for Aggregate Private Placement Proceeds of $4,250,000 in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
12:00AM	Carlyles flagship buyout funds gain after flurry of portfolio IPOs (Financial Times)
Feb-09-26 01:21PM	Carlyle Shares Gain 5.9% as Q4 Earnings Meet Estimates, AUM Rises Y/Y (Zacks)
Feb-07-26 12:31AM	CG Q4 Deep Dive: Global Diversification and Credit Expansion Drive Performance (StockStory)
Feb-06-26 04:02PM	The Carlyle Group Inc (CG) Q4 2025 Earnings Call Highlights: Record Growth and Strategic Momentum (GuruFocus.com) +5.96%
11:45AM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
11:10AM	Loading…
11:10AM	Carlyle Posts 12% Fee Earnings Growth, Beats Q4 Estimates (GuruFocus.com)
10:10AM	Carlyle Group Q4 Earnings Call Highlights (MarketBeat)
07:03AM	Carlyle (NASDAQ:CG) Exceeds Q4 CY2025 Expectations (StockStory)
Feb-05-26 07:00PM	Under Armour earnings, Fed, Liftoff Mobile IPO: What to Watch (Yahoo Finance Video) -5.10%
11:40AM	IVZ or CG: Which Is the Better Value Stock Right Now? (Zacks)
Feb-04-26 10:01PM	Carlyle (CG) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
04:01PM	The Software Selloff Is Pummeling Alternative Managers. Three Stocks to Weather the Storm. (Barrons.com)
Feb-03-26 03:25PM	Carlyle Commodities Announces Second Increase of Private Placement to $4,150,000 in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
Feb-02-26 02:00PM	Private Equitys Quiet Pivot Into Sanctioned Energy Space (Oilprice.com)
08:01AM	Carlyle to Host 2026 Shareholder Update (GlobeNewswire)
Feb-01-26 07:47AM	January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week (Yahoo Finance)
Jan-30-26 08:22PM	Carlyle Commodities Announces Upsize and Closing of Second Tranche for Aggregate Private Placement Proceeds of $3,750,000 in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
02:15PM	Reddy Ice Announces Agreement to Acquire Arctic Glacier (PR Newswire)
08:36AM	Implied Volatility Surging for Carlyle Group Stock Options (Zacks)
06:48AM	Lukoil signs agreement to sell subsidiary to Carlyle (Offshore Technology)
Jan-29-26 09:17AM	Top 5 Private Equity Holding Companies: Publicly Traded PE Titans (24/7 Wall St.)
06:10AM	Carlyle Edges Ahead in Race for Lukoils International Assets (The Wall Street Journal)
04:49AM	Russias Lukoil Strikes Conditional Deal to Sell International Assets to Carlyle (The Wall Street Journal)
02:10AM	Russias Lukoil to Sell International Assets to Carlyle (The Wall Street Journal)
02:10AM	Russia's Lukoil to Sell Carlyle Its International Assets (The Wall Street Journal)
Jan-28-26 10:26AM	Fed Chair Powell Has Done a Good Job, Rubenstein Says (Bloomberg)
Jan-27-26 02:00PM	Resonetics to Acquire Resolution Medical, Expanding Capabilities in Neuromodulation and Structural Heart Markets (PR Newswire)
Jan-24-26 11:37PM	Analysts Highlighted Carlyle Group's (CG) Margin Expansion Potential Through 2027 (Insider Monkey)
Jan-23-26 08:30PM	Carlyle Commodities Closes $2,855,000 in Tranche 1 of Its Previously Announced Financing in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
Jan-20-26 11:44AM	Heitman Closes Record Fund as Property Market Dislocation Creates Openings (GuruFocus.com) -5.81%
Jan-15-26 10:45AM	Carlyle's Clifford Talks F1 Deal, Growth of Wealth Business (Bloomberg)
Jan-14-26 05:00AM	Carlyle Commodities Announces Increased $3 Million Financing in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
Jan-12-26 11:06PM	3 Reasons Investors Love Carlyle (CG) (StockStory)
08:00AM	CommScope Completes Divestiture of Connectivity and Cable Solutions Segment and Rebrands Parent Company (Business Wire)
Jan-09-26 07:25AM	Carlyle to launch £2bn auction for The Very Group following takeover (Just Style)
Jan-08-26 08:00AM	Media startup Semafor raises $30M in new financing, WSJ reports (TipRanks)
Dec-31-25 05:00AM	Carlyle Commodities Announces Letter of Intent with Silver Pony Resources (TMX Newsfile)
Dec-29-25 02:33PM	Louis Gerstner Jr., Former CEO Who Transformed IBM, Dies at 83 (The Wall Street Journal)
Dec-18-25 06:12AM	Vantage Group Holdings to be acquired by Howard Hughes Holdings (PR Newswire)
05:46AM	Medline Stock Soars 41% After Biggest IPO Since 2021 (Barrons.com)
Dec-17-25 02:19PM	Capital Markets Outlook 2026: ICR Managing Partner Steve Parish, Live at NYSE (Exec Edge)
01:10PM	Medline Stock Opens 21% Above IPO Price (Barrons.com)
10:48AM	Medline Prices IPO at $29 a Share. The Stock Is Set to Open Higher. (Barrons.com)
Dec-16-25 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)
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)
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)
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)

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.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
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
Carlyle Group Inc.	10% Owner	Mar 10 '26	Sale	41.00	26,105,840	1,070,339,440	127,567,724	Mar 12 04:30 PM
Carlyle Group Inc.	10% Owner	Feb 26 '26	Sale	31.46	19,840,268	624,174,831	84,587,035	Mar 02 04:30 PM
Carlyle Group Inc.	10% Owner	Jan 29 '26	Sale	31.00	48,246,588	1,495,644,228	104,427,303	Jan 30 04:30 PM
Carlyle Group Inc.	10% Owner	Dec 18 '25	Sale	29.00	19,136,333	554,953,657	145,924,924	Dec 22 04:30 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
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

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CG

Carlyle Group Inc

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