Carlyle Group (CG) Stock Price, News & Analysis

Company Overview

The Carlyle Group (NASDAQ: CG) is a global alternative asset manager that invests across a range of strategies including private equity, real assets (such as real estate and infrastructure), global credit, and investment solutions. Founded in 1987 and headquartered in Washington, D.C., Carlyle raises and manages investment funds that acquire, operate and exit companies and assets on behalf of institutional and private investors. The firm is publicly traded on the Nasdaq exchange and operates as an asset manager and investment advisor rather than as an operating company.

Carlyle’s core activities include sourcing and executing private equity buyouts and growth investments, originating and managing credit and financing solutions, and acquiring and operating real asset portfolios. Its investment solutions business offers fund-of-funds, co-investments and tailored account strategies designed for institutional investors. The firm’s services cover the full investment lifecycle: fundraising, due diligence and underwriting, active portfolio management, operational improvement of portfolio companies, and eventual realization through strategic sale or public offering.

Clients for Carlyle’s funds and advisory services typically include pension funds, sovereign wealth funds, insurance companies, endowments, foundations, family offices and other institutional and high-net-worth investors. Carlyle operates globally with a presence across North America, Europe, Asia and the Middle East, deploying capital in both developed and emerging markets and maintaining regional investment teams to source and manage deals.

The firm was co-founded by David M. Rubenstein, William E. Conway Jr. and Daniel A. D’Aniello, and has grown from a small private equity partnership into one of the larger global alternative asset managers. Carlyle is governed by an executive leadership team and a board of directors and continues to evolve its strategies and product offerings to meet shifting investor demand across credit, real assets and private markets.

Key Stats

• Today's Range: $43.85 to $45.71
• 50-Day Range: $42.29 to $52.68
• 52-Week Range: $41.54 to $69.85
• Volume: 2.92 million shs
• Average Volume: 3.27 million shs
• Market Capitalization: $16.25 billion
• P/E Ratio: 30.92
• Dividend Yield: 3.10%
• Price Target: $62.00
• Consensus Rating: Hold

Carlyle Group Stock Analysis - MarketRank™

Carlyle Group scored higher than 96% of companies evaluated by MarketBeat, and ranked 144th out of 885 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 2.35, and is based on no strong buy ratings, 7 buy ratings, 9 hold ratings, and 1 sell rating.

Upside Potential

Carlyle Group has a consensus price target of $62.00, representing about 37.4% upside from its current price of $45.14.

Amount of Analyst Coverage

Carlyle Group has been the subject of 9 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 28.64%

Earnings Growth

Earnings for Carlyle Group are expected to grow by 28.64% in the coming year, from $4.05 to $5.21 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Carlyle Group is 30.92, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.52.

Price to Earnings Ratio vs. Sector

The P/E ratio of Carlyle Group is 30.92, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 20.01.

Price to Earnings Growth Ratio

Carlyle Group has a PEG Ratio of 1.49. 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 2.31. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

5.85% 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 5.01.

Change versus previous month

Short interest in Carlyle Group has recently decreased by 10.45%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Carlyle Group pays a meaningful dividend of 3.21%, 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 95.89%. 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 26.87% next year. This indicates that Carlyle Group will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.7 / 5
• News Sentiment: 0.89

News Sentiment

Carlyle Group has a news sentiment score of 0.89. 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 12 news articles for Carlyle Group this week, compared to 8 articles on an average week.

Search Interest

9 people have searched for CG on MarketBeat in the last 30 days. This is an increase of 29% compared to the previous 30 days.

MarketBeat Follows

4 people have added Carlyle Group to their MarketBeat watchlist in the last 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 $23,340,000.00 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: 5/06/2026
• Record date for 5/28 Dividend: 5/18/2026
• Ex-Dividend for 5/28 Dividend: 5/18/2026
• Dividend Payable: 5/28/2026
• Today: 6/09/2026
• Morgan Stanley US Financials Conference 2026: 6/10/2026
• Next Earnings (Estimated): 8/04/2026
• Fiscal Year End: 12/31/2026

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: 2,500
• Year Founded: 1987

Price Target and Rating

• Average Price Target for Carlyle Group: $62.00
• High Price Target: $75.00
• Low Price Target: $45.00
• Potential Upside/Downside: +37.4%
• Consensus Rating: Hold
• Rating Score (0-4): 2.35
• Research Coverage: 17 Analysts

Profitability

• EPS (Trailing Twelve Months): $1.46
• Trailing P/E Ratio: 30.92
• Forward P/E Ratio: 11.15
• P/E Growth: 1.49
• Net Income: $808.70 million
• Net Margins: 13.46%
• Pretax Margin: 19.93%
• Return on Equity: 20.95%
• Return on Assets: 5.28%

Debt

• Debt-to-Equity Ratio: 1.92
• Current Ratio: 2.55
• Quick Ratio: 2.55

Sales & Book Value

• Annual Sales: $4.78 billion
• Price / Sales: 3.40
• Cash Flow: $5.41 per share
• Price / Cash Flow: 8.34
• Book Value: $19.58 per share
• Price / Book: 2.31

Miscellaneous

• Outstanding Shares: 359,970,000
• Free Float: 268,541,000
• Market Cap: $16.25 billion
• Optionable: Optionable
• Beta: 1.84