Carlyle Group (CG) Stock Price, News & Analysis

Company Overview

The Carlyle Group is a global alternative asset manager that invests across a broad range of industries and geographies. The firm’s core business activities encompass private equity, real assets, global credit, and investment solutions. By partnering with corporate management teams and leveraging sector expertise, Carlyle seeks to generate attractive, risk-adjusted returns for its clients, which include institutional investors, sovereign wealth funds, pension plans and high-net-worth individuals.

In its private equity segment, Carlyle makes control and growth equity investments in companies across consumer, healthcare, technology, financial services, aerospace and defense, and industrial sectors. The real assets platform focuses on infrastructure, real estate and energy transition opportunities. Its global credit franchise provides direct lending, opportunistic credit, and real estate debt strategies. Carlyle’s investment solutions business offers fund-of-funds, secondaries and co-investment vehicles designed to enhance portfolio diversification.

Founded in 1987 by David M. Rubenstein, William E. Conway Jr. and Daniel A. D’Aniello, Carlyle has expanded from a single office in Washington, D.C., into a truly global firm. Today, the company maintains a presence in North America, Europe, Asia, the Middle East and Latin America, enabling local insight and on-the-ground support for its portfolio companies. Over the decades, Carlyle’s partnerships have ranged from early-stage ventures to large buyouts, reflecting its flexible investment approach.

Under the leadership of Chief Executive Officer Harvey R. Schwartz, Carlyle continues to refine its strategies and deepen its sector knowledge. The firm emphasizes responsible investing, integrating environmental, social and governance considerations throughout its investment process. By combining global reach with local expertise, Carlyle seeks to identify and capitalize on market inefficiencies, deliver value creation and drive sustainable growth for its investors and portfolio companies.

Key Stats

• Today's Range: $57.29 to $58.54
• 50-Day Range: $39.95 to $58.50
• 52-Week Range: $33.02 to $58.84
• Volume: 2.30 million shs
• Average Volume: 2.68 million shs
• Market Capitalization: $21.07 billion
• P/E Ratio: 19.78
• Dividend Yield: 2.40%
• Price Target: $56.93
• Consensus Rating: Hold

Carlyle Group Stock Analysis - MarketRank™

Carlyle Group scored higher than 79% of companies evaluated by MarketBeat, and ranked 300th out of 936 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 2.44, and is based on 8 buy ratings, 7 hold ratings, and 1 sell rating.

Amount of Analyst Coverage

Carlyle Group has been the subject of 8 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 19.78, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.91.

Price to Earnings Ratio vs. Sector

The P/E ratio of Carlyle Group is 19.78, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 20.04.

Price to Earnings Growth Ratio

Carlyle Group has a PEG Ratio of 1.22. 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 3.29. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

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

Percentage of Shares Shorted

5.76% 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 4.8.

Change versus previous month

Short interest in Carlyle Group has recently increased by 27.41%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Carlyle Group pays a meaningful dividend of 2.39%, 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 47.46%. 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

5.76% 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 4.8.

Change versus previous month

Short interest in Carlyle Group has recently increased by 27.41%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 2.2 / 5
• News Sentiment: 0.90

News Sentiment

Carlyle Group has a news sentiment score of 0.90. 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 news sentiment score is similar to the average news sentiment of Finance companies.

News Coverage This Week

MarketBeat has tracked 31 news articles for Carlyle Group this week, compared to 14 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 5 people have added Carlyle Group to their MarketBeat watchlist in the last 30 days. This is a decrease of -29% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Carlyle Group insiders have not sold or bought any 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 15.6% and is now trading at $58.35.

How were Carlyle Group's earnings last quarter?

Carlyle Group Inc. (NASDAQ:CG) issued its quarterly earnings data on Friday, May, 9th. The financial services provider reported $1.14 EPS for the quarter, topping the consensus estimate of $0.97 by $0.17. The business's quarterly revenue was up 2.0% on a year-over-year basis.
Read the conference call transcript.

Does Carlyle Group have any subsidiaries?

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

Who are Carlyle Group's major shareholders?

Top institutional investors of Carlyle Group include Allen Mooney & Barnes Investment Advisors LLC (0.09%), Wesbanco Bank Inc. (0.05%), IFM Investors Pty Ltd (0.01%) and Diversified Trust Co (0.01%). Insiders that own company stock include Daniel A D'aniello, Subsidiary Holdings LLC Cg, Carlyle Group Inc, Curtis L Buser, Jeffrey W Ferguson, Christopher Finn, 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 5/27 Dividend: 5/19/2025
• Ex-Dividend for 5/27 Dividend: 5/19/2025
• Dividend Payable: 5/27/2025
• Today: 7/11/2025
• Next Earnings (Estimated): 8/04/2025
• 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: $56.93
• High Price Target: $85.00
• Low Price Target: $44.00
• Potential Upside/Downside: -2.4%
• Consensus Rating: Hold
• Rating Score (0-4): 2.44
• Research Coverage: 16 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.95
• Trailing P/E Ratio: 19.78
• Forward P/E Ratio: 13.02
• P/E Growth: 1.21
• Net Income: $1.02 billion
• Net Margins: 19.00%
• Pretax Margin: 25.29%
• Return on Equity: 23.78%
• Return on Assets: 6.40%

Debt

• Debt-to-Equity Ratio: 1.56
• Current Ratio: 2.36
• Quick Ratio: 2.36

Sales & Book Value

• Annual Sales: $3.47 billion
• Price / Sales: 6.07
• Cash Flow: $4.30 per share
• Price / Cash Flow: 13.57
• Book Value: $17.75 per share
• Price / Book: 3.29

Miscellaneous

• Outstanding Shares: 361,136,000
• Free Float: 266,157,000
• Market Cap: $21.07 billion
• Optionable: Optionable
• Beta: 1.86