Index -
P/E -
EPS (ttm) -1.79
Insider Own 44.70%
Shs Outstand 361.33M
Perf Week 1.29%
Market Cap 15.49B
Forward P/E 9.60
EPS next Y 4.48
Insider Trans -0.18%
Shs Float 199.00M
Perf Month -1.44%
Income -643.50M
PEG -
EPS next Q 0.89
Inst Own 59.12%
Short Float 8.16%
Perf Quarter -3.43%
Sales 3.13B
P/S 4.95
EPS this Y 21.06%
Inst Trans 2.14%
Short Ratio 7.38
Perf Half Y 35.38%
Book/sh 14.11
P/B 3.05
EPS next Y 14.33%
ROA -3.06%
Short Interest 16.24M
Perf Year 59.15%
Cash/sh 4.73
P/C 9.09
EPS next 5Y 12.51%
ROE -11.44%
52W Range 26.46 - 48.52
Perf YTD 5.80%
Dividend Est. 1.40 (3.25%)
P/FCF 11.34
EPS past 5Y -
ROI -4.59%
52W High -11.27%
Beta 1.77
Dividend TTM 1.40 (3.25%)
Quick Ratio -
Sales past 5Y 26.65%
Gross Margin 50.21%
52W Low 62.70%
ATR (14) 1.16
Dividend Ex-Date May 13, 2024
Current Ratio -
EPS Y/Y TTM -185.71%
Oper. Margin -16.41%
RSI (14) 46.88
Volatility 2.22% 2.58%
Employees 2200
Debt/Eq 1.83
Sales Y/Y TTM -18.68%
Profit Margin -20.58%
Recom 2.33
Target Price 48.73
Option/Short Yes / Yes
LT Debt/Eq 1.77
EPS Q/Q -35.56%
Payout -
Rel Volume 0.74
Prev Close 43.40
Sales Surprise 1.42%
EPS Surprise 4.49%
Sales Q/Q -17.52%
Earnings May 02 BMO
Avg Volume 2.20M
Price 43.05
SMA20 -0.92%
SMA50 -4.70%
SMA200 14.12%
Trades
Volume 1,634,639
Change -0.81%
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 → $35
Oct-12-20 Upgrade
Citigroup
Neutral → Buy
Jun-08-20 Downgrade
Citigroup
Buy → Neutral
Show Previous Ratings
May-17-24 01:15PM
(The Wall Street Journal)
11:45AM
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(Thomson Reuters StreetEvents) -8.55%
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(The Wall Street Journal)
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(The Wall Street Journal)
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The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Global Investment Solutions (GIS). The GPE segment focuses on buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The GC segment includes funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions, and global capital markets. The GIS segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The company was founded by William Elias Conway Jr., Daniel Anthony D'Aniello, and David Mark Rubenstein in 1987 and is headquartered in Washington, DC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Carlyle Group Inc. 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
Index -
P/E -
EPS (ttm) -0.29
Insider Own 6.68%
Shs Outstand 1.06B
Perf Week 4.90%
Market Cap 7.70B
Forward P/E 30.98
EPS next Y 0.23
Insider Trans -0.09%
Shs Float 986.64M
Perf Month 2.10%
Income -218.81M
PEG -
EPS next Q 0.01
Inst Own 39.02%
Short Float 18.52%
Perf Quarter -12.92%
Sales 3.21B
P/S 2.40
EPS this Y 123.86%
Inst Trans 4.43%
Short Ratio 3.66
Perf Half Y -1.22%
Book/sh 5.51
P/B 1.32
EPS next Y 173.57%
ROA -0.66%
Short Interest 182.72M
Perf Year 46.77%
Cash/sh 4.37
P/C 1.67
EPS next 5Y -
ROE -3.05%
52W Range 4.69 - 11.70
Perf YTD -26.83%
Dividend Est. -
P/FCF 22.89
EPS past 5Y 32.14%
ROI -2.39%
52W High -37.78%
Beta 1.74
Dividend TTM -
Quick Ratio -
Sales past 5Y 39.29%
Gross Margin 62.44%
52W Low 55.22%
ATR (14) 0.32
Dividend Ex-Date -
Current Ratio -
EPS Y/Y TTM 24.63%
Oper. Margin 24.34%
RSI (14) 51.00
Volatility 4.68% 4.10%
Employees 4400
Debt/Eq 0.49
Sales Y/Y TTM 59.30%
Profit Margin -6.81%
Recom 2.83
Target Price 8.53
Option/Short Yes / Yes
LT Debt/Eq 0.49
EPS Q/Q 145.19%
Payout -
Rel Volume 0.73
Prev Close 7.12
Sales Surprise 4.53%
EPS Surprise 185.71%
Sales Q/Q 49.44%
Earnings Apr 29 BMO
Avg Volume 49.87M
Price 7.28
SMA20 1.16%
SMA50 -0.17%
SMA200 -8.53%
Trades
Volume 36,473,094
Change 2.25%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Resumed
Citigroup
Buy
$11
Apr-05-24 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$6.50 → $7.50
Apr-03-24 Initiated
Needham
Buy
$10
Jan-31-24 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$7 → $6.50
Jan-10-24 Initiated
Deutsche Bank
Hold
Jan-03-24 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$7.50 → $6.50
Nov-15-23 Initiated
Barclays
Equal Weight
$8
Oct-31-23 Upgrade
Morgan Stanley
Underweight → Equal-Weight
$7
Oct-20-23 Initiated
UBS
Neutral
$7
Oct-19-23 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$7.50
Aug-02-23 Reiterated
Mizuho
Buy
$9 → $15
Aug-01-23 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$5.50 → $7
Jul-25-23 Initiated
Stephens
Equal-Weight
$7
Jul-13-23 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$6.50 → $7
Jun-23-23 Initiated
Compass Point
Sell
$5
Jun-16-23 Downgrade
Piper Sandler
Overweight → Neutral
$6.50 → $8
Jun-16-23 Downgrade
BofA Securities
Buy → Neutral
$9.50 → $10
Jun-15-23 Downgrade
Oppenheimer
Outperform → Perform
Jun-14-23 Initiated
BTIG Research
Buy
$14
May-15-23 Downgrade
Wedbush
Neutral → Underperform
$5 → $2.50
Show Previous Ratings
May-18-24 07:30AM
May-17-24 06:00AM
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06:38AM
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09:22AM
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Apr-29-24 10:34PM
(Thomson Reuters StreetEvents) -10.48%
08:07PM
06:18PM
04:27PM
04:23PM
03:26PM
03:25PM
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(The Wall Street Journal)
03:11PM
03:00PM
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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It offers home loans, personal loans, and credit cards. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment includes personal loan, student loan, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Noto Anthony Chief Executive Officer May 03 '24 Buy 6.90 28,775 198,548 8,033,369 May 06 06:02 AM Rishel Jeremy Chief Technology Officer Mar 19 '24 Sale 6.93 56,273 389,972 390,616 Mar 21 06:37 PM Lavet Robert S General Counsel Feb 06 '24 Option Exercise 0.41 24,742 10,144 1,529,741 Feb 08 06:32 PM Rishel Jeremy Chief Technology Officer Dec 19 '23 Sale 9.78 56,273 550,350 343,250 Dec 21 06:24 PM Noto Anthony Chief Executive Officer Nov 21 '23 Buy 6.50 22,500 146,288 7,261,789 Nov 21 01:47 PM Noto Anthony Chief Executive Officer Nov 09 '23 Buy 6.78 44,000 298,245 7,239,289 Nov 09 03:24 PM Lapointe Christopher CFO and PAO Nov 09 '23 Buy 6.69 14,950 100,016 827,068 Nov 09 02:37 PM Stafford Webb Lauren Chief Marketing Officer Nov 06 '23 Sale 7.58 135,832 1,029,797 257,608 Nov 08 08:13 PM Webster Aaron Chief Risk Officer Nov 03 '23 Sale 8.08 215,299 1,740,542 476,221 Nov 06 07:21 PM Borton Chad M President - SoFi Bank Nov 02 '23 Sale 7.99 152,041 1,215,188 157,857 Nov 06 07:23 PM Rishel Jeremy Chief Technology Officer Sep 01 '23 Sale 8.88 53,532 475,364 160,597 Sep 05 04:04 PM Borton Chad M President - SoFi Bank Jun 16 '23 Sale 8.68 90,458 784,985 229,449 Jun 16 06:13 PM Stafford Webb Lauren Chief Marketing Officer Jun 15 '23 Sale 9.29 100,000 928,800 335,945 Jun 16 06:10 PM Webster Aaron Chief Risk Officer Jun 14 '23 Sale 9.69 200,000 1,938,120 678,261 Jun 16 06:13 PM
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