CG

Carlyle Group Inc

Jun 15 • 12:48PM ET

46.34

+0.59 1.29 %

Financial • Asset Management • USA • Large • NASD

Peers: APO ARES BX KKR BAM TPG OWL BLK BN AMP

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

Index	-	P/E	31.67	EPS (ttm)	1.46	Insider Own	27.90%	Shs Outstand	359.84M	Perf Week	6.36%
Market Cap	16.68B	Forward P/E	8.98	EPS next Y	5.16	Insider Trans	-0.50%	Shs Float	259.52M	Perf Month	-7.39%
Enterprise Value	30.51B	PEG	0.67	EPS next Q	0.93	Inst Own	62.98%	Short Float	6.05%	Perf Quarter	-0.09%
Income	546.50M	P/S	3.98	EPS this Y	0.26%	Inst Trans	-1.01%	Short Ratio	4.79	Perf Half Y	-23.00%
Sales	4.19B	P/B	3.09	EPS next Y	27.97%	ROA	2.03%	Short Interest	15.70M	Perf YTD	-21.60%
Book/sh	15.02	P/C	6.04	EPS next 5Y	13.32%	ROE	9.95%	52W High	69.85 -33.66%	Perf Year	0.32%
Cash/sh	7.68	P/FCF	11.00	EPS past 3/5Y	-13.34% 17.55%	ROIC	2.78%	52W Low	41.54 11.55%	Perf 3Y	46.60%
Dividend Est.	1.41 (3.04%)	EV/EBITDA	32.31	Sales past 3/5Y	0.09% 10.93%	Gross Margin	68.56%	Volatility	3.60% 3.20%	Perf 5Y	4.60%
Dividend TTM	1.40 (3.02%)	EV/Sales	7.29	EPS Y/Y TTM	-49.86%	Oper. Margin	17.88%	ATR (14)	1.70	Perf 10Y	201.46%
Dividend Ex-Date	May 18, 2026	Quick Ratio	1.63	Sales Y/Y TTM	-26.37%	Profit Margin	13.05%	RSI (14)	52.16	Recom	2.16
Dividend Gr. 3/5Y	4.41% 6.96%	Current Ratio	1.63	EPS Q/Q	-203.69%	SMA20	3.19%	Beta	1.81	Target Price	60.81
Payout	64.21%	Debt/Eq	2.71	Sales Q/Q	-61.12%	SMA50	-2.91%	Rel Volume	0.43	Prev Close	45.75
Employees	2500	LT Debt/Eq	2.63	Earnings	May 07 BMO	SMA200	-15.64%	Avg Volume	3.28M	Price	46.34
IPO	May 03, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	-4.47% -25.84%	Trades		Volume	743,566	Change	1.29%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-03-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$36
Oct-19-22	Initiated	Credit Suisse	Outperform	$38.50

Show Previous Ratings

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)
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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)
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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)
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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)
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	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)

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.

CEO & DirectorMr. Harvey Mitchell Schwartz

Chief Operating OfficerMs. Lindsay P. Lobue

MDMr. Jeffrey William Ferguson

CPAMr. James H. Hance Jr.

Co-Founder & Co-Chairman of the BoardMr. David Mark Rubenstein J.D.

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

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CG

Carlyle Group Inc

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