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Screen

CG

QT61The Carlyle Group Inc.
NASDAQ·Financial Services·Asset Management·USA
Latest market price
44.80
-0.89-1.95%
OverviewShort InterestFilings
CGQT61The Carlyle Group Inc.·NASDAQ
OverviewShort InterestFilings
44.80-1.95%
TA
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BLK-0.69%$1050.09BX-0.98%$123.79BK-1.03%$142.50BN-0.67%$44.44KKR-0.16%$97.01APO-1.01%$137.50APOS+0.08%$25.60BAM-1.13%$47.44
Snapshot
Index-P/E30.03EPS (ttm)1.46
Insider Own-
Shs Outstand359.97M
Perf Week0.56%
Market Cap16.45BForward P/E8.69EPS next Y5.16Insider Trans-0.14%Shs Float-Perf Month-1.58%
Enterprise Value28.31BPEG-EPS next Q0.92Inst Own-Short Float-Perf Quarter-6.12%
Income547.69MP/S4.12EPS this Y176.06%Inst Trans-Short Ratio-Perf Half Y-22.46%
Sales3.99BP/B3.04EPS next Y27.97%ROA1.83%Short Interest-Perf YTD-24.21%
Book/sh20.49P/C-EPS next 5Y15.17%ROE9.65%52W High69.85 -35.86%Perf Year-2.82%
Cash/sh7.65P/FCF-EPS past 3/5Y-ROIC2.36%52W Low41.54 7.85%Perf 3Y-
Dividend Est.1.40 (3.13%)EV/EBITDA27.96Sales past 3/5Y10.03% 18.08%Gross Margin73.08%Volatility2.53% 2.60%Perf 5Y-
Dividend TTM1.40 (3.13%)EV/Sales7.10EPS Y/Y TTM36.82%Oper. Margin22.21%ATR (14)1.68Perf 10Y-
Dividend Ex-DateMay 18, 2026Quick Ratio10.83Sales Y/Y TTM-2.40%Profit Margin13.70%RSI (14)45.03Recom2.44
Dividend Gr. 3/5Y4.55% 6.96%Current Ratio10.83EPS Q/Q-21.93%SMA20-0.21%Beta1.62Target Price61.00
Payout92.42%Debt/Eq2.71Sales Q/Q-76.49%SMA50-5.95%Rel Volume1.03Prev Close45.69
Employees2,300LT Debt/Eq1.97EarningsAug 04SMA200-18.03%Avg Volume3.32MPrice44.80
IPO DateMay 03, 2012Option/ShortYes / YesEPS/Sales Surpr.-4.51% -25.79%Net Debt/EBITDA11.71Volume3,435,308Change-1.95%
Analyst Ratings
DateActionAnalystRatingTarget
May-11-26ReiteratedRBC CapitalOutperform$67 → $58
May-08-26ReiteratedCFRAHold$47 → $45
May-08-26DowngradeTD CowenBuy → Hold
Apr-21-26ReiteratedEvercore ISI$52 → $56
Mar-05-26ReiteratedBMO CapitalOutperform$60 → $65
Feb-09-26ReiteratedBarclaysOverweight$50 → $71
Jan-27-26ReiteratedMorgan StanleyEqual Weight$67 → $71
Dec-11-25ReiteratedUBSNeutral$31 → $74
Nov-03-25ReiteratedEvercore ISI$64 → $57
Aug-14-25ReiteratedJMP SecuritiesMarket Outperform$60 → $75
Latest News
Jun-15-26
Jun-15-2606:11PM
Carlyle Group (CG) Stock Valuation Check After Recent Mixed Performance And 26% Undervaluation ViewYahoo
Jun-12-26
Jun-12-2604:45PM
2 Reasons CG is Risky and 1 Stock to Buy InsteadYahoo
02:40PM
Deal Dispatch: Carlyle Buys Chung Ho Group, Second Nature Brands Acquires Tillamook Country Smoker, GoHealth BankruptcyBenzinga
11:32AM
Data Center Boom Fuels Renewables Deals; AI Drives Corporate Venture InvestmentSeekingAlpha
Jun-10-26
Jun-10-2605:42PM
The Carlyle Group Inc. (CG) Presents at Morgan Stanley US Financials Conference 2026 TranscriptSeekingAlpha
07:23AM
Reported Earlier: 'Carlyle Seeks Banks for India IPO of Healthcare RCM Provider' - BloombergBenzinga
Jun-09-26
Jun-09-2605:29PM
CG Advances Wealth Management Push With Majority Stake in MAIYahoo
11:35AM
Carlyle finalises $2.8bn acquisition of majority stake in MAI CapitalYahoo
11:35AM
Carlyle finalises $2.8bn acquisition of majority stake in MAI CapitalYahoo
Jun-08-26
Jun-08-2608:02PM
Carlyle Moves On $700 Million Korea Succession DealYahoo
05:53PM
Sector Update: Financial Stocks Softer Monday AfternoonYahoo
04:02PM
Carlyle Completes Deal to Acquire Majority Stake in MAI Capital ManagementYahoo
11:30AM
Carlyle Completes Acquisition of Majority Stake in MAI Capital ManagementYahoo
Company
Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
—
FY 2025
12/31/2025
FY 2024
12/31/2024
FY 2023
12/31/2023
FY 2022
12/31/2022
FY 2021
12/31/2021
FY 2020
12/31/2020
FY 2019
12/31/2019
FY 2018
12/31/2018
Total Revenue3,9904,8984,088
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Cost of Goods Sold Incl. D&A1,0741,669686
Gross Profit2,9143,2293,402
Selling, General and Administrative Excl. Other3872,054666
Research and Development
000
Other Operating Expense1,643-1081,343
Operating Income8871,2831,394
Interest Expense483124686
Unusual Expense
———
Non-Operating Income (Expense)
000
Net Income Before Taxes8101,1591,394
Income Taxes165215303
Consolidated Net Income5478091,020
Net Income From Continuing Operations6459451,091
Net Income5478091,020
EPS (Recurring)1.522.252.85
EPS (Basic, Before Extraordinaries)1.522.252.85
EPS (Diluted)1.462.182.77
EBITDA1,0131,3371,578
Other After Tax Adjustments
———
Stock Option Compensation Expense
———
Price To Earnings Ratio30.6827.11—
Price To Sales Ratio4.034.34—
Gross Margin73.0365.9283.22
Operating Margin22.2326.1934.10
Net Margin13.7116.5224.95
Shares Outstanding359360359
Market Capitalization16,08321,280—
Operating Lease Expense
———
Insider Trading Volume
$48.23$45.35$42.47$39.60$36.72● Close Price0.00M8.84M17.67M26.51M35.34MUSD Trades VolumeJunJulAugSepOctNovDec2026FebMarAprMayJun
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Rubenstein David M.DirectorMar 19 '26Sale46.68500,00023,340,00027,399,644Mar 20 12:00 AM
Rubenstein David M.DirectorDec 10 '25Sale56.55625,00035,343,75027,999,644Dec 12 12:00 AM
Ferguson Jeffrey W.General CounselAug 12 '25Sale64.23202,60613,013,878753,255Aug 13 12:00 AM
Ferguson Jeffrey W.General CounselAug 11 '25Sale62.3797,3946,074,464955,861Aug 13 12:00 AM
Ferguson Jeffrey W.General CounselFeb 19 '25Sale52.96147,6587,819,9681,095,123Feb 20 12:00 AM
Ferguson Jeffrey W.General CounselFeb 18 '25Sale53.20102,3425,444,5941,242,781Feb 20 12:00 AM
D'Aniello Daniel A.DirectorNov 12 '24Sale51.53495,54225,536,9240Nov 14 12:00 AM
SCHWARTZ HARVEY MChief Executive OfficerDec 15 '23Sale41.74295,35812,328,0366,768,046Dec 19 12:00 AM
CG Subsidiary Holdings L.L.C.10% OwnerSep 12 '23Buy8.521,269,53710,816,4554,785,628Sep 14 12:00 AM
CG Subsidiary Holdings L.L.C.10% OwnerAug 28 '23Buy8.304,819,27840,000,0083,012,049Aug 30 12:00 AM
Ferguson Jeffrey W.General CounselAug 02 '23Sale32.3611,939386,3461,182,891Aug 03 12:00 AM
Finn ChristopherChief Operating OfficerAug 02 '23Sale32.3627,067875,888955,587Aug 03 12:00 AM
Buser Curtis L.Chief Financial OfficerAug 02 '23Sale32.3625,828835,7941,221,416Aug 03 12:00 AM
Larson Bruce M.Chief Human Resources OfficerAug 02 '23Sale32.3613,413434,045403,069Aug 03 12:00 AM
Andrews Charles Elliott Jr.Chief Accounting OfficerAug 02 '23Sale32.366,669215,80984,745Aug 03 12:00 AM
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