The Carlyle Group Inc. CG
Set alert
At close · Oct 30
After hours · Oct 30, 4:13 PM ET
- YTD
- -32.03%
- 1 year
- -28.97%
- Open
- 40.41
- Prev close
- 40.57
- Mkt cap
- 14.32B
- Vol
- 2.64M
- Avg vol
- 3.64M
- EPS
- 0.97
- P/E
- 41.42
- Div yield
- 3.45%
More statistics
- Low
- 39.70
- High
- 40.48
- Forward P/E
- 8.03
- Beta
- 1.87
- Short ratio
- 5.33
- Inst. own
- 64.70%
- Dividend
- 1.40
- Ex-div date
- Aug 16, 2026
- Earnings
- Nov 4, 2026
- 50-d avg
- 41.62
- 200-d avg
- 47.32
- 1y target
- 51.37
2Y chart
Events in this range
- Nov 18, 2024Dividend: 0.35
- Feb 21, 2025Dividend: 0.35
- May 19, 2025Dividend: 0.35
- Aug 5, 2025Earnings: 0.91; estimate 0.888; surprise 2.48%
- Aug 18, 2025Dividend: 0.35
- Oct 31, 2025Earnings: 0.98; estimate 1.02; surprise -3.92%
- Nov 10, 2025Dividend: 0.35
- Feb 6, 2026Earnings: 1.01; estimate 0.996; surprise 1.41%
- Feb 13, 2026Dividend: 0.35
- May 6, 2026Earnings: 0.89; estimate 0.932; surprise -4.51%
- May 18, 2026Dividend: 0.35
- Aug 4, 2026Earnings: 1.07; estimate 0.911; surprise 17.45%
- Aug 17, 2026Dividend: 0.35
- Oct 5, 2026Rating: RBC Capital · Sector Perform → Sector Perform
- Oct 8, 2026Rating: Barclays · Overweight → Overweight
- Oct 12, 2026Rating: TD Cowen · Hold → Hold
- Oct 13, 2026Rating: UBS · Buy → Buy
- Oct 19, 2026Rating: Piper Sandler · Overweight → Overweight
- Oct 27, 2026Rating: BMO Capital · Outperform → Outperform
Signals (77)
| Name | Date | Ago |
|---|---|---|
| MACD: Buy Signal | Oct 20, 2026 | 1 week ago |
| MACD: Sell Signal | Oct 14, 2026 | 2 weeks ago |
| RSI: Oversold | Oct 13, 2026 | 2 weeks ago |
| RSI: Oversold | Oct 7, 2026 | 3 weeks ago |
| MACD: Buy Signal | Oct 1, 2026 | 1 month ago |
| RSI: Oversold | Sep 28, 2026 | 1 month ago |
| RSI: Oversold | Sep 22, 2026 | 1 month ago |
| RSI: Oversold | Sep 14, 2026 | 1 month ago |
| SMA: Bearish | Sep 8, 2026 | 1 month ago |
| MACD: Sell Signal | Aug 20, 2026 | 2 months ago |
| SMA: Bearish | Aug 14, 2026 | 2 months ago |
| SMA: Bullish | Aug 13, 2026 | 2 months ago |
| SMA: Bullish | Jul 24, 2026 | 3 months ago |
| SMA: Bearish | Jul 20, 2026 | 3 months ago |
| SMA: Bullish | Jul 14, 2026 | 3 months ago |
| MACD: Buy Signal | Jul 6, 2026 | 3 months ago |
| MACD: Sell Signal | Jun 24, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 10, 2026 | 4 months ago |
| RSI: Oversold | Jun 3, 2026 | 5 months ago |
| SMA: Bearish | May 15, 2026 | 5 months ago |
| MACD: Sell Signal | May 13, 2026 | 5 months ago |
| MACD: Buy Signal | May 5, 2026 | 5 months ago |
| SMA: Bullish | Apr 30, 2026 | 6 months ago |
| MACD: Sell Signal | Apr 27, 2026 | 6 months ago |
| SMA: Bearish | Apr 23, 2026 | 6 months ago |
| SMA: Bullish | Apr 14, 2026 | 6 months ago |
| MACD: Buy Signal | Mar 19, 2026 | 7 months ago |
| RSI: Oversold | Mar 12, 2026 | 7 months ago |
| MACD: Sell Signal | Mar 6, 2026 | 7 months ago |
| MACD: Buy Signal | Mar 4, 2026 | 8 months ago |
| RSI: Oversold | Feb 23, 2026 | 8 months ago |
| SMA: Bearish | Feb 11, 2026 | 8 months ago |
| SMA: Bullish | Feb 6, 2026 | 8 months ago |
| SMA: Bearish | Feb 5, 2026 | 8 months ago |
| SMA: Bearish | Feb 3, 2026 | 9 months ago |
| SMA: Bullish | Feb 2, 2026 | 9 months ago |
| SMA: Bearish | Jan 30, 2026 | 9 months ago |
| MACD: Sell Signal | Jan 20, 2026 | 9 months ago |
| RSI: Overbought | Jan 6, 2026 | 9 months ago |
| SMA: Bullish | Dec 9, 2025 | 10 months ago |
| SMA: Bearish | Dec 8, 2025 | 10 months ago |
| SMA: Bullish | Dec 5, 2025 | 11 months ago |
| SMA: Bullish | Nov 25, 2025 | 11 months ago |
| SMA: Bearish | Nov 17, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 12, 2025 | 11 months ago |
| SMA: Bullish | Nov 11, 2025 | 11 months ago |
| SMA: Bearish | Nov 3, 2025 | 12 months ago |
| MACD: Sell Signal | Oct 31, 2025 | 1 year ago |
| RSI: Oversold | Oct 31, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 27, 2025 | 1 year ago |
| RSI: Oversold | Oct 10, 2025 | 1 year ago |
| SMA: Bearish | Sep 30, 2025 | 1 year ago |
| SMA: Bullish | Sep 26, 2025 | 1 year ago |
| SMA: Bearish | Sep 25, 2025 | 1 year ago |
| MACD: Sell Signal | Sep 24, 2025 | 1 year ago |
| MACD: Buy Signal | Sep 12, 2025 | 1 year ago |
| RSI: Overbought | Aug 13, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 30, 2025 | 1 year ago |
| RSI: Overbought | Jun 26, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 24, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 13, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 12, 2025 | 1 year ago |
| MACD: Sell Signal | May 30, 2025 | 1 year ago |
| RSI: Overbought | May 14, 2025 | 1 year ago |
| SMA: Bullish | May 8, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 23, 2025 | 1 year ago |
| MACD: Sell Signal | Apr 4, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 19, 2025 | 1 year ago |
| RSI: Oversold | Mar 13, 2025 | 1 year ago |
| RSI: Oversold | Mar 6, 2025 | 1 year ago |
| SMA: Bearish | Feb 19, 2025 | 1 year ago |
| SMA: Bullish | Feb 18, 2025 | 1 year ago |
| SMA: Bearish | Feb 4, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 3, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 14, 2025 | 1 year ago |
| MACD: Sell Signal | Jan 13, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 6, 2025 | 1 year ago |
Key statistics
- Market cap
- 14.17B
- Enterprise value
- 28.64B
- Trailing P/E
- 40.99
- Forward P/E
- 8.03
- PEG ratio
- 0.66
- Price / sales
- 5.07
- Price / book
- 2.68
- EPS (TTM)
- 0.97
- Beta
- 1.87
- Dividend yield
- 3.45%
- Payout ratio
- 144.33%
- Profit margin
- 13.01%
- Revenue (TTM)
- 2.80B
- Revenue growth
- -32.90%
- Free cash flow
- 0
- Total cash
- 2.04B
- Total debt
- 14.25B
- Return on equity
- 7.77%
- Shares outstanding
- 356.33M
- Short % of float
- 7.44%
- 50-day average
- 41.62
- 200-day average
- 47.32
Analyst view
Consensus: buy
- Target (low)
- 41.00
- Target (mean)
- 51.37
- Target (high)
- 73.00
- Strong buy4
- Buy6
- Hold9
- Sell0
- Strong sell1
Next earnings
Nov 4, 2026
Expected Nov 4, 2026. Consensus EPS estimate 0.96907.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 4, 2026 | Sep 30, 2026 | 0.974 | — | — | — |
| Aug 4, 2026 | Jun 30, 2026 | 0.911 | 1.07 | +0.16 | +17.45% |
| May 6, 2026 | Mar 31, 2026 | 0.932 | 0.89 | -0.04 | -4.51% |
| Feb 6, 2026 | Dec 31, 2025 | 0.996 | 1.01 | +0.01 | +1.41% |
| Oct 31, 2025 | Sep 30, 2025 | 1.02 | 0.98 | -0.04 | -3.92% |
| Aug 5, 2025 | Jun 30, 2025 | 0.888 | 0.91 | +0.02 | +2.48% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 27, 2026 | BMO Capital | main | Outperform | Outperform |
| Oct 19, 2026 | Piper Sandler | main | Overweight | Overweight |
| Oct 13, 2026 | UBS | main | Buy | Buy |
| Oct 12, 2026 | TD Cowen | main | Hold | Hold |
| Oct 8, 2026 | Barclays | main | Overweight | Overweight |
| Oct 5, 2026 | RBC Capital | main | Sector Perform | Sector Perform |
About The Carlyle Group Inc.
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- United States
- Website
- carlyle.com
News
- Deal Dispatch: DoorDash Buys Instacart For $17B, Thrive Holdings Acquires ADT, SalesForce Nabs Rune Technologies
- Oak Hill Capital To Acquire Majority Stake In Broadband Provider Wyyerd Group From Carlyle; Financial Terms Not Disclosed
- Oak Hill Capital to Acquire Majority Stake in Wyyerd from Carlyle
- Carlyle Group to sell its Romanian Black Sea offshore natural gas producer
- Blackstone Snaps Up Discounted Stakes In $1.3 Billion Private Equity Portfolio
- Carlyle Flags a New AI Bottleneck: Power, Politics And Billions in Financing Needs
- BMO Capital Maintains Outperform on Carlyle Group, Lowers Price Target to $46
- A Historic Opportunity To Buy The Dip In Alternative Asset Managers
- Carlyle Credit Income Fund Schedules Fourth Quarter and Full Year 2026 Financial Results and Investor Conference Call
- Piper Sandler Maintains Overweight on Carlyle Group, Lowers Price Target to $48
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| CONWAY WILLIAM E JR | Director | Stock Gift | Sep 2, 2025 | 26,999,600 |
| D'ANIELLO DANIEL A. | Director | Sale | Nov 11, 2024 | 0 |
| FERGUSON JEFFREY W | General Counsel | Stock Award(Grant) | May 27, 2026 | 783,474 |
| JENKINS MARK DAVID | President | Stock Award(Grant) | Aug 25, 2026 | 1,415,480 |
| LOBUE LINDSAY | Chief Operating Officer | Stock Award(Grant) | Aug 25, 2026 | 700,578 |
| NEDELMAN JEFFREY | President | Stock Award(Grant) | Aug 25, 2026 | 1,609,480 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 8.98% | 31,984,053 | 1.27B | Jun 29, 2026 |
| Harris Associates L.P. | 4.96% | 17,661,625 | 702.23M | Jun 29, 2026 |
| Capital World Investors | 3.32% | 11,813,798 | 469.72M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.32% | 11,830,112 | 470.37M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.22% | 11,464,474 | 455.83M | Jun 29, 2026 |
| Morgan Stanley | 2.80% | 9,993,408 | 397.34M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Income Fund of America | 3.18% | 11,348,299 | 451.21M | Sep 29, 2026 |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 2.64% | 9,392,593 | 373.45M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.25% | 8,003,225 | 318.21M | Jun 29, 2026 |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | 2.01% | 7,162,200 | 284.77M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.62% | 5,780,713 | 229.84M | Jun 29, 2026 |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | 1.44% | 5,148,929 | 204.72M | Jul 30, 2026 |