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CG
The Carlyle Group Inc.
49.37
1 x 46.05
1 x 51.00
bid
ask
+
1.38
2.88%
1 @ 07:49 PM
49.40 +0.03 (0.06%)
Ytd-16.48%
1y-20.75%
48.12
day range
49.40
40.52
52 week range
69.35
Open48.12Prev Close47.99Low48.12High49.40Mkt Cap17.59B
Vol8.29MAvg Vol3.73MEPS0.96P/E51.43Forward P/E9.66
Beta1.82Short Ratio6.13Inst. Own64.96%Dividend1.40Div Yield2.92
Ex Div Date09-30Earning10-2950-d Avg45.78200-d Avg51.141yr Est58.18
Earning
DateForEstimateReportedSurprisesurprise %
2026-11-062026-091.07N/AN/AN/A
2026-08-042026-060.911.070.1617.45%
2026-05-062026-030.930.89-0.04-4.51%
2026-02-062025-1211.010.011.41%
2025-10-312025-091.020.98-0.04-3.92%
2025-08-052025-060.890.910.022.48%
Upgrade / Downgrade
DateFirmActionFromTo
2026-08-06UBSUpgradeBuyBuy
2026-08-06Evercore ISI GroupUpgradeIn-LineIn-Line
2026-08-06BarclaysUpgradeOverweightOverweight
2026-08-06Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2026-08-06CitizensUpgradeMarket OutperformMarket Outperform
2026-07-13Evercore ISI GroupUpgradeIn-LineIn-Line
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
DateNameRelationQuantityDescription
2025-09-02CONWAY WILLIAM E JRDirector27.00MStock Gift
2024-11-11D'ANIELLO DANIEL A.Director0.00Sale
2026-05-27FERGUSON JEFFREY WGeneral Counsel783.47KStock Award(Grant)
2026-05-27JENKINS MARK DAVIDPresident1.53MStock Award(Grant)
2026-05-27LOBUE LINDSAYChief Operating Officer716.21KStock Award(Grant)
2026-05-27NEDELMAN JEFFREYPresident1.65MStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Blackrock Inc.31.98M1.58B8.98%
2026-06-29Harris Associates L.P.17.66M871.95M4.96%
2026-06-29Capital World Investors11.81M583.25M3.32%
2026-06-29Vanguard Portfolio Management LLC11.83M584.05M3.32%
2026-06-29Vanguard Capital Management LLC11.46M566.00M3.22%
2026-06-29Morgan Stanley9.99M493.37M2.80%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Income Fund of America11.35M560.27M3.18%
2026-07-30iShares Trust-iShares Core S&P Mid-Cap ETF8.90M439.50M2.50%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund8.02M395.76M2.25%
2026-03-30HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund6.72M331.58M1.88%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund5.82M287.21M1.63%
2026-04-29VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund5.15M254.20M1.44%
Dividend
DividendDate
0.352026-08-17
0.352026-05-18
0.352026-02-13
0.352025-11-10
0.352025-08-18
0.352025-05-19