CG
The Carlyle Group Inc.
45.48
1 x 44.50
1 x 46.84
bid
ask
+
1.34
3.04%
1 @ 06:15 PM
45.43 -0.05 (0.11%)
Ytd-23.06%
1y-22.88%
43.95
day range
45.57
39.60
52 week range
68.44
Open44.19Prev Close44.14Low43.95High45.57Mkt Cap16.09B
Vol2.51MAvg Vol3.51MEPS1.46P/E30.62Forward P/E10.26
Beta1.83Short Ratio4.15Inst. Own65.45%Dividend1.40Div Yield3.13
Ex Div Date05-18Earning08-0450-d Avg45.61200-d Avg53.021yr Est57.81
Earning
DateForEstimateReportedSurprisesurprise %
2026-05-072026-030.910.89-0.02-2.20%
2026-02-052025-121.011.01N/AN/A
2025-11-072025-090.980.98N/AN/A
2025-08-052025-060.910.91N/AN/A
2025-05-092025-030.971.140.1717.53%
2025-02-102024-1210.92-0.08-8.00%
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-09BarclaysUpgradeOverweightOverweight
2026-07-09CitizensUpgradeMarket OutperformMarket Outperform
2026-05-18TD CowenUpgradeHoldHold
2026-05-08TD CowenDowngradeBuyHold
2026-05-08JP MorganUpgradeNeutralNeutral
2026-05-08BarclaysUpgradeOverweightOverweight
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
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
2026-03-30BlackRock Inc31.02M0.008.62%
2025-12-30Vanguard Group Inc26.37M0.007.32%
2026-03-30Capital World Investors17.83M0.004.95%
2026-03-30Harris Associates L.P.16.58M0.004.61%
2026-03-30Vanguard Portfolio Management, LLC11.82M0.003.28%
2026-03-30Vanguard Capital Management, LLC11.39M0.003.17%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30American Funds Income Fund of Amer A11.35M0.003.15%
2026-05-28iShares Core S&P Mid-Cap ETF8.80M0.002.45%
2026-04-29Vanguard Total Stock Mkt Idx Inv8.04M0.002.23%
2026-03-30Oakmark Investor6.72M0.001.87%
2026-04-29Vanguard Small Cap Index5.81M0.001.61%
2026-03-30American Funds Washington Mutual A5.52M0.001.53%
Dividend
DividendDate
0.352026-05-18
0.352026-02-13
0.352025-11-10
0.352025-08-18
0.352025-05-19
0.352025-02-21