The Carlyle Group L.P. is a diversified multi-product global alternative asset management firm. The Company operates in four segments: Corporate Private Equity (CPE), Real Assets, Global Market Strategies (GMS) and Investment Solutions. Corporate Private Equity advises its buyout and growth capital funds, which pursue various corporate investments of different sizes and growth potentials. As of December 31, 2016, the Real Assets segment advised its 26 active carry funds focused on real estate, infrastructure and energy and natural resources (including power). As of December 31, 2016, the Global Market Strategies segment advised a group of 57 active funds that pursue investment strategies, including leveraged loans and structured credit, energy mezzanine opportunities, middle market lending and distressed debt. Its Investment Solutions segment provides investment opportunities and resources for its investors and clients.
Industry, Sector and Symbol:
- Sector: Finance
- Industry: Investment Management
- Sub-Industry: N/A
- Symbol: NASDAQ:CG
- CUSIP: N/A
- Web: www.carlyle.com
- Market Cap: $1.76786 billion
- Outstanding Shares: 85,818,000
- 50 Day Moving Avg: $19.12
- 200 Day Moving Avg: $17.30
- 52 Week Range: $14.35 - $20.85
Sales & Book Value:
- Trailing P/E Ratio: 94.88
- Foreward P/E Ratio: 8.29
- P/E Growth: 0.14
- Annual Revenue: $2.91 billion
- Price / Sales: 0.60
- Book Value: $4.69 per share
- Price / Book: 4.35
- Annual Dividend: $0.40
- Dividend Yield: 1.9%
- EBIDTA: $848.1 million
- Net Margins: 2.78%
- Return on Equity: 33.76%
- Return on Assets: 5.64%
- Debt-to-Equity Ratio: 2.81%
- Current Ratio: 1.19%
- Quick Ratio: 1.13%
- Average Volume: 811,124 shs.
- Beta: 1.83
- Short Ratio: 1.09
Frequently Asked Questions for The Carlyle Group L.P. (NASDAQ:CG)
What is The Carlyle Group L.P.'s stock symbol?
The Carlyle Group L.P. trades on the NASDAQ under the ticker symbol "CG."
How often does The Carlyle Group L.P. pay dividends? What is the dividend yield for The Carlyle Group L.P.?
The Carlyle Group L.P. announced a quarterly dividend on Wednesday, May 3rd. Stockholders of record on Monday, May 15th will be given a dividend of $0.10 per share on Monday, May 22nd. This represents a $0.40 annualized dividend and a dividend yield of 1.96%. The ex-dividend date is Thursday, May 11th. View The Carlyle Group L.P.'s Dividend History.
How were The Carlyle Group L.P.'s earnings last quarter?
The Carlyle Group L.P. (NASDAQ:CG) released its quarterly earnings data on Wednesday, May, 3rd. The company reported $1.09 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.38 by $0.71. The company earned $1.12 billion during the quarter, compared to analyst estimates of $530.61 million. The Carlyle Group L.P. had a net margin of 2.78% and a return on equity of 33.76%. The business's revenue was up 131.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.18 EPS. View The Carlyle Group L.P.'s Earnings History.
When will The Carlyle Group L.P. make its next earnings announcement?
Where is The Carlyle Group L.P.'s stock going? Where will The Carlyle Group L.P.'s stock price be in 2017?
9 brokers have issued twelve-month target prices for The Carlyle Group L.P.'s shares. Their forecasts range from $17.00 to $29.00. On average, they expect The Carlyle Group L.P.'s stock price to reach $20.44 in the next year. View Analyst Ratings for The Carlyle Group L.P..
Who are some of The Carlyle Group L.P.'s key competitors?
Some companies that are related to The Carlyle Group L.P. include Federated Investors (FII), Jupiter Fund Management PLC (JUP), Ashmore Group plc (ASHM), Financial Engines (FNGN), AllianceBernstein Holding LP (AB), Cohen & Steers (CNS), OM Asset Management PLC (OMAM), Artisan Partners Asset Management (APAM), Ares Management L.P. (ARES), WisdomTree Investments (WETF), Rathbone Brothers plc (RAT), Brewin Dolphin Holdings plc (BRW), Virtus Investment Partners (VRTS), Pzena Investment Management (PZN), Hamilton Lane (HLNE), Polar Capital Holdings plc (POLR), Mortgage Advice Bureau (Holdings) PLC (MAB1) and Fifth Street Asset Management (FSAM).
Who are The Carlyle Group L.P.'s key executives?
The Carlyle Group L.P.'s management team includes the folowing people:
- Daniel A. D' Aniello, Chairman of the Board, Founder of Carlyle Group Management L.L.C.
- Glenn A. Youngkin, President, Chief Operating Officer, of Carlyle Group Management L.L.C.
- William E. Conway Jr, Co-Chief Executive Officer, Founder, Director of Carlyle Group Management L.L.C.
- David M. Rubenstein, Co-Chief Executive Officer, Founder, Director of Carlyle Group Management L.L.C.
- Curtis L. Buser, Chief Financial Officer, of Carlyle Group Management L.L.C.
- Jeffrey W. Ferguson, General Counsel, of Carlyle Group Management L.L.C.
- Edward J. Mathias, Managing Director, Director of General partner, of Carlyle Group Management L.L.C.
- James H. Hance Jr., Operating Executive and Director, of Carlyle Group Management L.L.C.
- Lawton Wehle Fitt, Independent Director, of Carlyle Group Management L.L.C.
- Janet V. Hill, Independent Director of Carlyle Group Management L.L.C.
Who owns The Carlyle Group L.P. stock?
The Carlyle Group L.P.'s stock is owned by a number of of retail and institutional investors. Top institutional investors include NN Investment Partners Holdings N.V. (0.25%), Verde Servicos Internacionais S.A. (0.13%), Augustine Asset Management Inc. (0.09%), Whittier Trust Co. (0.05%), Creative Planning (0.04%) and James Investment Research Inc. (0.04%). Company insiders that own The Carlyle Group L.P. stock include Anthony Welters, Carlyle Group Management LLC, Curtis L Buser, Glenn A Youngkin, Jeffrey W Ferguson and Pamela L Bentley. View Institutional Ownership Trends for The Carlyle Group L.P..
Who sold The Carlyle Group L.P. stock? Who is selling The Carlyle Group L.P. stock?
The Carlyle Group L.P.'s stock was sold by a variety of institutional investors in the last quarter, including NN Investment Partners Holdings N.V., Verde Servicos Internacionais S.A. and North Star Investment Management Corp.. Company insiders that have sold The Carlyle Group L.P. stock in the last year include Curtis L Buser, Jeffrey W Ferguson and Pamela L Bentley. View Insider Buying and Selling for The Carlyle Group L.P..
Who bought The Carlyle Group L.P. stock? Who is buying The Carlyle Group L.P. stock?
The Carlyle Group L.P.'s stock was purchased by a variety of institutional investors in the last quarter, including James Investment Research Inc., Pennsylvania Trust Co, Creative Planning, Whittier Trust Co. and Augustine Asset Management Inc.. Company insiders that have bought The Carlyle Group L.P. stock in the last two years include Anthony Welters and Glenn A Youngkin. View Insider Buying and Selling for The Carlyle Group L.P..
How do I buy The Carlyle Group L.P. stock?
Shares of The Carlyle Group L.P. can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is The Carlyle Group L.P.'s stock price today?
MarketBeat Community Rating for The Carlyle Group L.P. (NASDAQ CG)MarketBeat's community ratings are surveys of what our community members think about The Carlyle Group L.P. and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.
One share of The Carlyle Group L.P. stock can currently be purchased for approximately $20.40.
Consensus Ratings for The Carlyle Group L.P. (NASDAQ:CG) (How are Consensus Ratings Calculated?)
MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
|Ratings Breakdown: ||3 Hold Ratings, 6 Buy Ratings|
|Consensus Rating:||Buy (Score: 2.67)|
|Consensus Price Target: ||$20.44 (0.18% upside)|
Analysts' Ratings History for The Carlyle Group L.P. (NASDAQ:CG)
(Data available from 7/21/2015 forward)
|Date||Firm||Action||Rating||Price Target||Impact on Share Price||Details|
|7/14/2017||Oppenheimer Holdings, Inc.||Boost Price Target||Outperform||$28.00 -> $29.00||Low|
|7/10/2017||Morgan Stanley||Reiterated Rating||Overweight||$20.00 -> $21.00||High|
|6/15/2017||Credit Suisse Group||Reiterated Rating||Buy||$23.00||Low|
|6/8/2017||Bank of America Corporation||Upgrade||Neutral -> Buy||Low|
|5/10/2017||Jefferies Group LLC||Boost Price Target||Hold||$17.00 -> $18.50||Low|
|5/4/2017||Keefe, Bruyette & Woods||Upgrade||Market Perform -> Outperform||$17.50 -> $20.00||High|
|12/20/2016||Citigroup Inc.||Upgrade||Neutral -> Buy||N/A|
|10/13/2016||Barclays PLC||Lower Price Target||Equal Weight||$18.00 -> $17.00||N/A|
|8/5/2016||Deutsche Bank AG||Boost Price Target||Hold||$16.00 -> $17.00||N/A|
|5/13/2016||Goldman Sachs Group, Inc. (The)||Downgrade||Buy -> Neutral||N/A|
|10/13/2015||J P Morgan Chase & Co||Lower Price Target||$33.00 -> $31.00||N/A|
|8/9/2015||Standpoint Research||Reiterated Rating||Hold||$30.00||N/A|
Earnings History for The Carlyle Group L.P. (NASDAQ:CG)Earnings History by Quarter for The Carlyle Group L.P. (NASDAQ CG)
(Data available from 1/1/2011 forward)
|Date||Quarter||Consensus Estimate||Actual EPS||Revenue Estimate||Actual Revenue||Release Link||Conference Call||Details|
|7/25/2017|| || || || || || || || |
|5/3/2017||Q1 2017||$0.38||$1.09||$530.61 million||$1.12 billion||View||Listen|
|2/8/2017||Q416||$0.41||$0.02||$545.14 million||$575.90 million||View||Listen|
|10/26/2016||Q316||$0.33||$0.21||$506.18 million||$607.30 million||View||Listen|
|7/27/2016||Q216||$0.31||$0.35||$501.00 million||$488.10 million||View||Listen|
|4/27/2016||Q116||$0.10||$0.18||$382.60 million||$451.00 million||View||Listen|
|2/10/2016||Q415||$0.31||$0.24||$529.56 million||$491.00 million||View||Listen|
|10/28/2015||Q3||($0.36)||($0.43)||$98.60 million||$297.50 million||View||Listen|
|7/29/2015||Q215||$0.54||$0.55||$679.00 million||$900.10 million||View||Listen|
|4/29/2015||Q115||$0.70||$0.80||$796.30 million||$885.00 million||View||N/A|
|2/11/2015||Q414||$0.41||$0.56||$599.57 million||$649.00 million||View||N/A|
|10/29/2014||Q314||$0.46||$0.55||$660.90 million||$755.00 million||View||Listen|
|7/30/2014||Q214||$0.74||$0.73||$792.35 million||$900.10 million||View||N/A|
|4/30/2014||Q114||$0.98||$0.85||$858.07 million||$852.00 million||View||N/A|
|2/19/2014||Q413||$0.91||$1.18||$838.05 million||$1.39 billion||View||N/A|
|11/6/2013||Q313||$0.60||$0.51||$613.98 million||$615.00 million||View||N/A|
|8/7/2013||Q2 2013||$0.60||$0.39||$563.60 million||$769.30 million||View||N/A|
|5/9/2013||Q1 2013||$0.94||$0.47||$795.69 million||$894.00 million||View||N/A|
|2/21/2013||Q4 2012||$0.69||$0.47||$596.35 million||$666.00 million||View||N/A|
|11/8/2012||Q312||$0.66||$0.66||$568.65 million||$858.50 million||View||N/A|
Earnings Estimates for The Carlyle Group L.P. (NASDAQ:CG)
Current Year EPS Consensus Estimate: $2.51 EPS
Next Year EPS Consensus Estimate: $2.46 EPS
Current Dividend Information for The Carlyle Group L.P. (NASDAQ:CG)
|Most Recent Dividend:||5/22/2017|
|Payout Ratio:||50.63% (Trailing 12 Months of Earnings) |
15.94% (Based on This Year's Estimates)
16.26% (Based on Next Year's Estimates)
Dividend History by Quarter for The Carlyle Group L.P. (NASDAQ CG)
(Data available from 1/1/2013 forward)
|Announced||Period||Amount||Yield||Ex-Dividend Date||Record Date||Payable Date|
Insider Trading and Institutional Ownership History for The Carlyle Group L.P. (NASDAQ:CG)
Institutional Ownership Percentage: 45.44%Insider Trades by Quarter for The Carlyle Group L.P. (NASDAQ:CG)
(Data available from 1/1/2013 forward)
|Transaction Date||Insider Name||Title||Buy/Sell||Number of Shares||Average Share Price||Total Transaction||Details|
|5/3/2017||Pamela L Bentley||Insider||Sell||9,928||$17.40||$172,747.20|| |
|8/2/2016||Curtis L Buser||CFO||Sell||8,294||$16.13||$133,782.22|| |
|8/2/2016||Jeffrey W Ferguson||General Counsel||Sell||10,498||$16.13||$169,332.74|| |
|8/2/2016||Pamela L Bentley||Insider||Sell||13,292||$16.13||$214,399.96|| |
|5/2/2016||Pamela L Bentley||CAO||Sell||9,707||$16.74||$162,495.18|| |
|2/1/2016||Curtis L. Buser||CFO||Sell||2,470||$13.38||$33,048.60|| |
|12/2/2015||Anthony Welters||Director||Buy||25,000||$17.77||$444,250.00|| |
|10/27/2015||Carlyle Group Management L.L.C||Major Shareholder||Sell||1,279,614||$12.25||$15,675,271.50|| |
|8/21/2015||Glenn A Youngkin||Insider||Buy||100,000||$21.21||$2,121,000.00|| |
|5/4/2015||Pamela L Bentley||CAO||Sell||9,519||$31.16||$296,612.04|| |
|2/3/2015||Curtis L Buser||CFO||Sell||2,184||$27.14||$59,273.76|| |
|2/3/2015||Michael J Cavanagh||Insider||Sell||152,557||$26.77||$4,083,950.89|| |
|9/25/2014||Ltd. Cagp||Major Shareholder||Sell||15,854||$1.50||$23,781.00|| |
|9/24/2014||Ltd. Cagp||Major Shareholder||Sell||897,193||$1.53||$1,372,705.29|| |
|7/29/2014||Ltd. Cagp||Major Shareholder||Sell||62,396||$1.73||$107,945.08|| |
|7/28/2014||Ltd. Cagp||Major Shareholder||Sell||116,493||$1.74||$202,697.82|| |
|7/14/2014||Ltd. Cagp||Major Shareholder||Sell||151,637||$1.83||$277,495.71|| |
|6/12/2014||Pamela L Bentley||CAO||Sell||13,195||$32.44||$428,045.80|| |
|2/4/2014||Curtis Buser||CAO||Sell||2,291||$33.25||$76,175.75|| |
|6/10/2013||Glenn A Youngkin||COO||Buy||150,000||$26.88||$4,032,000.00|| |
Headline Trends for The Carlyle Group L.P. (NASDAQ:CG)
Latest Headlines for The Carlyle Group L.P. (NASDAQ:CG)
The Carlyle Group L.P. (CG) Chart for Friday, July, 21, 2017