Carlyle Group (CG) Stock Price, News & Analysis

Company Overview

The Carlyle Group Inc. is a global alternative asset management firm that invests across private equity, credit and investment solutions. The company manages funds and investment vehicles for institutional investors, private wealth clients and other investors, with strategies focused on private markets and long-term value creation.

Carlyle’s investment activities include corporate buyouts, growth capital, middle-market lending, structured credit, real assets and secondaries. Through its investment solutions business, the firm also provides access to private-market strategies and manages portfolios of private equity interests and other alternative investments.

Founded in 1987 by William E. Conway Jr., Daniel A. D’Aniello and David M. Rubenstein, Carlyle is headquartered in Washington, D.C., and serves clients and portfolio companies through offices and investment operations across North America, Europe, Asia-Pacific and other international markets. Harvey Schwartz serves as the company’s chief executive officer.

Key Stats

• Today's Range: $39.66 to $41.74
• 50-Day Range: $39.42 to $51.41
• 52-Week Range: $38.72 to $67.30
• Volume: 3.46 million shs
• Average Volume: 3.25 million shs
• Market Capitalization: $14.19 billion
• P/E Ratio: 41.48
• Dividend Yield: 3.52%
• Price Target: $57.87
• Consensus Rating: Hold

Carlyle Group Stock Analysis - MarketRank™

Carlyle Group scored higher than 82% of companies evaluated by MarketBeat, and ranked 269th out of 843 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.2 / 5
• Analyst Rating: Hold

Consensus Rating

Carlyle Group has received a consensus rating of Hold. The company's average rating score is 2.41, and is based on no strong buy ratings, 8 buy ratings, 8 hold ratings, and 1 sell rating.

Upside Potential

Carlyle Group has a consensus price target of $57.87, representing about 45.3% upside from its current price of $39.82.

Amount of Analyst Coverage

Carlyle Group has been the subject of 11 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 42.78%

Earnings Growth

Earnings for Carlyle Group are expected to grow by 42.78% in the coming year, from $3.60 to $5.14 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Carlyle Group is 41.48, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 38.90.

Price to Earnings Ratio vs. Sector

The P/E ratio of Carlyle Group is 41.48, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 24.49.

Price to Earnings Growth Ratio

Carlyle Group has a PEG Ratio of 1.24. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Carlyle Group has a P/B Ratio of 2.03. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 1.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

7.24% of the float of Carlyle Group has been sold short.

Short Interest Ratio / Days to Cover

Carlyle Group has a short interest ratio ("days to cover") of 6.33.

Change versus previous month

Short interest in Carlyle Group has recently increased by 7.60%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Carlyle Group is a leading dividend payer. It pays a dividend yield of 3.53%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Carlyle Group has only been increasing its dividend for 4 years.

Dividend Coverage

The dividend payout ratio of Carlyle Group is 145.83%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on earnings estimates, Carlyle Group will have a dividend payout ratio of 27.24% next year. This indicates that Carlyle Group will be able to sustain or increase its dividend.

News and Social Media

• Score: 1.5 / 5
• News Sentiment: 0.40

News Sentiment

Carlyle Group has a news sentiment score of 0.40. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.64 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 6 news articles for Carlyle Group this week, compared to 8 articles on an average week.

Search Interest

Only 3 people have searched for CG on MarketBeat in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

MarketBeat Follows

Only 2 people have added Carlyle Group to their MarketBeat watchlist in the last 30 days. This is a decrease of -33% compared to the previous 30 days.

Company Ownership

• Score: 2.1 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Carlyle Group insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $17,096,000.00 in company stock.

Percentage Held by Insiders

25.40% of the stock of Carlyle Group is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

55.88% of the stock of Carlyle Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Last Earnings: 8/04/2026
• Record date for 8/26 Dividend: 8/17/2026
• Ex-Dividend for 8/26 Dividend: 8/17/2026
• Dividend Payable: 8/26/2026
• Today: 10/02/2026
• Next Earnings (Estimated): 11/06/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NASDAQ:CG
• CIK: 1527166
• Web: www.carlyle.com
• Phone: (202) 729-5626
• Fax: 202-347-1818
• Employees: 2,500
• Year Founded: 1987

Price Target and Rating

• Average Price Target for Carlyle Group: $57.87
• High Price Target: $73.00
• Low Price Target: $43.00
• Potential Upside/Downside: +45.3%
• Consensus Rating: Hold
• Rating Score (0-4): 2.41
• Research Coverage: 17 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.96
• Trailing P/E Ratio: 10.23
• Forward P/E Ratio: 11.06
• P/E Growth: 1.26
• Net Income: $808.70 million
• Net Margins: 10.08%
• Pretax Margin: 17.79%
• Return on Equity: 22.52%
• Return on Assets: 5.62%

Debt

• Debt-to-Equity Ratio: 1.91
• Current Ratio: 2.35
• Quick Ratio: 2.35

Sales & Book Value

• Annual Sales: $4.78 billion
• Price / Sales: 2.97
• Cash Flow: $5.15 per share
• Price / Cash Flow: 7.73
• Book Value: $19.58 per share
• Price / Book: 2.03

Miscellaneous

• Outstanding Shares: 356,330,000
• Free Float: 265,824,000
• Market Cap: $14.19 billion
• Optionable: Optionable
• Beta: 1.88