Carlyle Group (CG) Stock Price, News & Analysis

Company Overview

The Carlyle Group (NASDAQ: CG) is a global alternative asset manager specializing in private equity, real assets and global credit strategies. Founded in 1987 and headquartered in Washington, D.C., Carlyle invests across a broad range of industries including aerospace and defense, healthcare, industrials, technology and consumer sectors. Its product offerings encompass corporate private equity funds, real estate and infrastructure vehicles, direct lending programs and opportunistic credit strategies. The firm serves institutional investors, sovereign wealth funds and high-net-worth clients, providing tailored investment solutions and co-investment opportunities.

Since its initial public offering on the Nasdaq in 2012, Carlyle has expanded its geographic footprint with more than 30 offices across North America, Europe, Asia and the Middle East. Over the decades, the firm has completed thousands of transactions, deploying capital into companies at various stages of development—from early growth to mature buyouts. Carlyle’s sector-focused approach combines deep industry expertise with local market knowledge, allowing its investment teams to identify value, drive operational improvements and manage risk throughout the investment lifecycle.

The Carlyle Group was co-founded by David M. Rubenstein, William E. Conway Jr. and Daniel A. D’Aniello, all of whom have played active roles in shaping the firm’s strategic direction. As of recent years, the firm’s executive leadership has included CEO Kewsong Lee along with co-presidents William Conway and Daniel D’Aniello, supported by regional heads and specialized investment committees. This leadership structure underpins Carlyle’s collaborative culture, fostering cross-team insights and disciplined decision-making across its global platform.

In addition to traditional private equity investments, Carlyle has developed a suite of real assets strategies covering infrastructure, renewable energy, agriculture and real estate. Its global credit platform offers direct lending, opportunistic credit, structured products and distressed debt solutions. With a focus on sustainability and responsible investing, Carlyle integrates environmental, social and governance (ESG) considerations into its investment process, aiming to generate attractive long-term returns for clients while addressing broader societal challenges.

Key Stats

• Today's Range: $63.94 to $64.97
• 50-Day Range: $47.21 to $65.43
• 52-Week Range: $33.02 to $65.97
• Volume: 1.51 million shs
• Average Volume: 2.86 million shs
• Market Capitalization: $23.35 billion
• P/E Ratio: 18.88
• Dividend Yield: 2.17%
• Price Target: $59.93
• Consensus Rating: Hold

Carlyle Group Stock Analysis - MarketRank™

Carlyle Group scored higher than 91% of companies evaluated by MarketBeat, and ranked 128th out of 935 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: 2.2 / 5
• Analyst Rating: Hold

Consensus Rating

Carlyle Group has received a consensus rating of Hold. The company's average rating score is 2.33, and is based on 6 buy ratings, 8 hold ratings, and 1 sell rating.

Amount of Analyst Coverage

Carlyle Group has been the subject of 6 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 5.80%

Earnings Growth

Earnings for Carlyle Group are expected to grow by 5.80% in the coming year, from $4.48 to $4.74 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Carlyle Group is 18.88, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 270.88.

Price to Earnings Ratio vs. Sector

The P/E ratio of Carlyle Group is 18.88, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 228.59.

Price to Earnings Growth Ratio

Carlyle Group has a PEG Ratio of 1.17. 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 3.48. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

3.90% 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 3.9, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Carlyle Group has recently decreased by 11.63%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Carlyle Group pays a meaningful dividend of 2.16%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

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

Dividend Coverage

The dividend payout ratio of Carlyle Group is 40.94%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Carlyle Group will have a dividend payout ratio of 29.54% next year. This indicates that Carlyle Group will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 2.6 / 5
• Environmental Score: -0.71

Percentage of Shares Shorted

3.90% 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 3.9, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Carlyle Group has recently decreased by 11.63%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 2.5 / 5
• News Sentiment: 1.45

News Sentiment

Carlyle Group has a news sentiment score of 1.45. 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 higher news sentiment than the 1.18 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 14 news articles for Carlyle Group this week, compared to 18 articles on an average week.

Search Interest

Only 4 people have searched for CG on MarketBeat in the last 30 days. This is a decrease of -50% compared to the previous 30 days.

MarketBeat Follows

Only 1 people have added Carlyle Group to their MarketBeat watchlist in the last 30 days. This is a decrease of -50% compared to the previous 30 days.

Company Ownership

• Score: 3.3 / 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 $19,087,847.00 in company stock.

Percentage Held by Insiders

26.30% 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.

CG Stock Analysis - Frequently Asked Questions

How have CG shares performed this year?

Carlyle Group's stock was trading at $50.49 at the beginning of the year. Since then, CG shares have increased by 27.9% and is now trading at $64.56.

How were Carlyle Group's earnings last quarter?

Carlyle Group Inc. (NASDAQ:CG) issued its quarterly earnings results on Friday, May, 9th. The financial services provider reported $1.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.97 by $0.17. Carlyle Group's quarterly revenue was up 2.0% compared to the same quarter last year.
Read the conference call transcript.

Does Carlyle Group have any subsidiaries?

Carlyle Group subsidiaries include Abingworth, Dainese, CBAM Partners, iStar - Net Lease Business, Altadia Group, CNSI, A Twosome Place, and more.

Who are Carlyle Group's major shareholders?

Top institutional shareholders of Carlyle Group include Vanguard Group Inc. (6.84%), William Blair Investment Management LLC (2.76%), State Street Corp (2.27%) and Massachusetts Financial Services Co. MA (1.98%). Insiders that own company stock include Daniel A D'aniello, Subsidiary Holdings LLC Cg, Carlyle Group Inc, Curtis L Buser, Christopher Finn, Jeffrey W Ferguson, Bruce M Larson and Charles Elliott Jr Andrews.
View institutional ownership trends.

How do I buy shares of Carlyle Group?

Shares of CG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Carlyle Group own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Carlyle Group investors own include NVIDIA (NVDA), Meta Platforms (META), Broadcom (AVGO), Advanced Micro Devices (AMD), Adobe (ADBE), GE Aerospace (GE) and ServiceNow (NOW).

Company Calendar

• Last Earnings: 5/09/2025
• Record date for 8/28 Dividend: 8/18/2025
• Ex-Dividend for 8/28 Dividend: 8/18/2025
• Dividend Payable: 8/28/2025
• Today: 8/30/2025
• Next Earnings (Estimated): 11/05/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: FIN - INVEST MGMT
• Sub-Industry: Trading
• Current Symbol: NASDAQ:CG
• CIK: 1527166
• Web: www.carlyle.com
• Phone: (202) 729-5626
• Fax: 202-347-1818
• Employees: 2,300
• Year Founded: 1987

Price Target and Rating

• Average Price Target for Carlyle Group: $59.93
• High Price Target: $85.00
• Low Price Target: $44.00
• Potential Upside/Downside: -7.2%
• Consensus Rating: Hold
• Rating Score (0-4): 2.33
• Research Coverage: 15 Analysts

Profitability

• EPS (Trailing Twelve Months): $3.42
• Trailing P/E Ratio: 18.88
• Forward P/E Ratio: 14.41
• P/E Growth: 1.17
• Net Income: $1.02 billion
• Net Margins: 20.22%
• Pretax Margin: 26.81%
• Return on Equity: 23.60%
• Return on Assets: 6.41%

Debt

• Debt-to-Equity Ratio: 1.52
• Current Ratio: 2.24
• Quick Ratio: 2.24

Sales & Book Value

• Annual Sales: $5.43 billion
• Price / Sales: 4.30
• Cash Flow: $4.20 per share
• Price / Cash Flow: 15.37
• Book Value: $18.57 per share
• Price / Book: 3.48

Miscellaneous

• Outstanding Shares: 361,700,000
• Free Float: 266,577,000
• Market Cap: $23.35 billion
• Optionable: Optionable
• Beta: 1.90