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CG
The Carlyle Group Inc.
46.55
1 x 44.95
1 x 49.53
bid
ask
-
0.85
1.79%
1 @ 04:00 PM
47.00 +0.45 (0.97%)
Ytd -21.25%
1y 0.52%
45.28
day range
47.88
34.78
52 week range
69.35
Open 45.68 Prev Close 47.40 Low 45.28 High 47.88 Mkt Cap 16.81B
Vol 3.98M Avg Vol 3.25M EPS 2.18 P/E 21.35 Forward P/E 8.65
Beta 2.06 Short Ratio 4.52 Inst. Own 65.32% Dividend 1.40 Div Yield 2.95
Ex Div Date 02-13 Earning 05-07 50-d Avg 52.41 200-d Avg 57.65 1yr Est 66.19
Earning
Date For Estimate Reported Surprise surprise %
2026-05-08 2026-03 1.13 N/A N/A N/A
2026-02-05 2025-12 1.01 1.01 N/A N/A
2025-11-07 2025-09 0.98 0.98 N/A N/A
2025-08-05 2025-06 0.91 0.91 N/A N/A
2025-05-09 2025-03 0.97 1.14 0.17 17.53%
2025-02-10 2024-12 1 0.92 -0.08 -8.00%
Upgrade / Downgrade
Date Firm Action From To
2026-03-24 BMO Capital Upgrade Outperform Outperform
2026-03-02 Barclays Upgrade Overweight Overweight
2026-02-27 TD Cowen Upgrade Buy Buy
2026-02-27 RBC Capital Upgrade Outperform Outperform
2026-02-24 RBC Capital Upgrade Outperform
2026-02-20 UBS Upgrade Buy Buy
Profile
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES, recapitalization. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies, supply chains, aftermarket services, cybersecurity and digital resilience, digital transformation. Within healthcare, biotech and medtech innovation, life sciences, healthcare IT, pharmacy, pharma commercialization. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, Hong Kong, South East Asia, Indonesia, Philippines, Malaysia, Singapore, Vietnam, Taiwan, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $2.24 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $50 million and $300 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices across North America, South America, Asia, Australia and Europe.
Insider Holder
Date Name Relation Quantity Description
2025-09-02 CONWAY WILLIAM E JR Director 27.00M Stock Gift
2024-11-11 D'ANIELLO DANIEL A. Director 0.00 Sale
2026-02-19 FERGUSON JEFFREY W General Counsel 782.20K Stock Award(Grant)
2024-05-20 FINN CHRISTOPHER Chief Operating Officer 2.19M Stock Award(Grant)
2026-02-19 JENKINS MARK DAVID President 1.53M Stock Award(Grant)
2026-02-19 NEDELMAN JEFFREY President 1.64M Stock Award(Grant)
Institution Ownership
Report Date Organization Position Value Percentage
2025-12-30 Blackrock Inc. 30.70M 1.43B 8.50%
2025-12-30 Vanguard Group Inc 26.37M 1.23B 7.30%
2025-12-30 Capital World Investors 19.97M 929.64M 5.53%
2025-12-30 Harris Associates L.P. 15.20M 707.48M 4.21%
2025-12-30 Morgan Stanley 10.19M 474.34M 2.82%
2025-12-30 State Street Corporation 9.55M 444.33M 2.64%
Fund Ownership
Report Date Organization Position Value Percentage
2026-01-30 Income Fund of America 13.09M 609.27M 3.62%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 8.50M 395.86M 2.35%
2026-01-30 iShares Trust-iShares Core S&P Mid-Cap ETF 8.31M 386.77M 2.30%
2025-12-30 HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund 6.69M 311.29M 1.85%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 6.13M 285.54M 1.70%
2026-01-30 WASHINGTON MUTUAL INVESTORS FUND 4.69M 218.52M 1.30%
Dividend
Dividend Date
0.35 2026-02-13
0.35 2025-11-10
0.35 2025-08-18
0.35 2025-05-19
0.35 2025-02-21
0.35 2024-11-18