The Carlyle Group Inc. CG

Full chart Compare
Set alert

Price alert · CG

All alert types
40.90 USD -0.16 (-0.39%)

At closeNov 3, 2026, 4:42 PM EST

40.90 0.00 0.00%

After hours · Nov 3, 4:42 PM ET

40.00 Day range 40.95
35.41 52-week range 67.30
YTD
-30.81%
1 year
-21.06%
Market cap
14.57B
Revenue (ttm)
2.80B
Profit margin
13.01%
EPS (ttm)
0.97
Shares out
356.33M
P/E ratio
42.16
Forward P/E
8.27
Dividend
1.40 (3.41%)
Ex-dividend date
Aug 16, 2026
YTD return
-30.81%
1-year return
-21.06%
Volume
3.28M
Avg volume
3.58M
Open
40.87
Previous close
41.06
Day's range
40.00 – 40.95
52-week range
35.41 – 67.30
Beta
1.83
Analysts
Buy
Price target
51.47 (+25.9%)
Earnings date
Nov 4, 2026

YTD -19.94 (-32.76%)

405060Feb 3Apr 6Jun 4Aug 5Oct 540.92

Key statistics

Enterprise value
28.81B
PEG ratio
0.67
Price / sales
5.21
Price / book
2.76
Dividend yield
3.41%
Payout ratio
144.33%
Revenue growth
-32.90%
Free cash flow
0
Total cash
2.04B
Total debt
14.25B
Return on equity
7.77%
Short % of float
7.44%
50-day average
41.30
200-day average
47.07

Financials — quick view

All financials
CG Revenue — quarterly 1.12B
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
CG Net income — quarterly 137.10M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
CG EPS — quarterly 0.38
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

CG recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Nov 4, 2026Sep 30, 20260.973———
Aug 4, 2026Jun 30, 20260.9111.07+0.16+17.45%
May 6, 2026Mar 31, 20260.9320.89-0.04-4.51%
Feb 6, 2026Dec 31, 20250.9961.01+0.01+1.41%
Oct 31, 2025Sep 30, 20251.020.98-0.04-3.92%
Aug 5, 2025Jun 30, 20250.8880.91+0.02+2.48%

Upgrades / downgrades

CG analyst upgrades and downgrades
DateFirmActionFromTo
Oct 27, 2026BMO CapitalmainOutperformOutperform
Oct 19, 2026Piper SandlermainOverweightOverweight
Oct 13, 2026UBSmainBuyBuy
Oct 12, 2026TD CowenmainHoldHold
Oct 8, 2026BarclaysmainOverweightOverweight
Oct 5, 2026RBC CapitalmainSector PerformSector 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

Your note

Sign in to keep a note on CG — it syncs with the Stock Master app.

Insider holders

CG insider holders
InsiderRelationLatest transactionDateShares held
CONWAY WILLIAM E JRDirectorStock GiftSep 2, 202526,999,600
D'ANIELLO DANIEL A.DirectorSaleNov 11, 20240
FERGUSON JEFFREY WGeneral CounselStock Award(Grant)May 27, 2026783,474
JENKINS MARK DAVIDPresidentStock Award(Grant)Aug 25, 20261,415,480
LOBUE LINDSAYChief Operating OfficerStock Award(Grant)Aug 25, 2026700,578
NEDELMAN JEFFREYPresidentStock Award(Grant)Aug 25, 20261,609,480

Institution ownership

CG institution ownership
Holder% heldSharesValueReported
Blackrock Inc.8.98%31,984,0531.31BJun 29, 2026
Harris Associates L.P.4.96%17,661,625722.36MJun 29, 2026
Capital World Investors3.32%11,813,798483.18MJun 29, 2026
Vanguard Portfolio Management LLC3.32%11,830,112483.85MJun 29, 2026
Vanguard Capital Management LLC3.22%11,464,474468.90MJun 29, 2026
Morgan Stanley2.80%9,993,408408.73MJun 29, 2026

Fund ownership

CG fund ownership
Holder% heldSharesValueReported
Income Fund of America3.18%11,348,299464.15MSep 29, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF2.64%9,392,593384.16MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.25%8,003,225327.33MJun 29, 2026
HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund2.01%7,162,200292.93MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.62%5,780,713236.43MJun 29, 2026
VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund1.44%5,148,929210.59MJul 30, 2026