Latest market price
41.06
+0.88+2.19%
CGQT25The Carlyle Group Inc.·NASDAQ
41.06+2.19%
TA
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Signal & projected range
Analyst consensus risingHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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Snapshot
Index—P/E42.77EPS (ttm)0.96Insider Own—Shs Outstand356.33MPerf Week5.96%
Market Cap14.63BForward P/E8.22EPS next Y4.99Insider Trans-0.18%Shs Float258.60MPerf Month3.11%
Enterprise Value26.84BPEG2.12EPS next Q0.97Short Float7.61%Perf Quarter-18.92%
Income364.00MP/S3.69EPS this Y-12.77%Short Ratio5.38Perf Half Y-17.83%
Sales3.96BP/B2.03EPS next Y42.77%ROA1.29%Short Interest19.69MPerf YTD-30.54%
Book/sh20.24P/C7.17EPS next 5Y20.21%ROE6.07%52W High67.30 -38.99%Perf Year-27.42%
Cash/sh5.73P/FCF—EPS past 3/5Y-13.34% 17.58%ROIC2.84%52W Low35.41 15.96%Perf 3Y47.43%
Dividend Est.1.40 (3.41%)EV/EBITDA28.08Sales past 3/5Y10.03% 18.08%Gross Margin70.67%Volatility2.59% 3.00%Perf 5Y-26.19%
Dividend TTM1.40 (3.41%)EV/Sales6.77EPS Y/Y TTM-71.86%Oper. Margin19.11%ATR (14)1.28Perf 10Y173.73%
Dividend Ex-DateAug 17, 2026Quick Ratio0.61Sales Y/Y TTM-9.87%Profit Margin9.18%RSI (14)59.45Recom2.50
Dividend Gr. 3/5Y4.55% 6.96%Current Ratio0.61EPS Q/Q17.58%SMA207.34%Beta1.81Target Price51.22
Payout104.09%Debt/Eq1.98Sales Q/Q-2.21%SMA50-0.58%Rel Volume0.82Prev Close40.18
Employees2,500LT Debt/Eq1.98EarningsNov 04SMA200-12.77%Avg Volume3.54MPrice41.06
IPO DateMay 03, 2012Option/ShortYes / YesEPS/Sales Surpr.17.43% 20.43%Net Debt/EBITDA12.78Volume2,912,568Change2.19%
Analyst Ratings
DateActionAnalystRatingTarget
Oct-27-26ReiteratedBMO CapitalOutperform$52 → $46
Oct-16-26ReiteratedMorgan StanleyEqual Weight$57 → $51
Oct-08-26ReiteratedBarclaysOverweight$64 → $53
Oct-05-26ReiteratedRBC CapitalSector Perform$58 → $48
Oct-01-26ReiteratedWells FargoEqual Weight$43
Sep-24-26InitiatedPiper SandlerOverweight$48 → $54
Aug-06-26ReiteratedUBSBuy$74 → $70
Aug-06-26ReiteratedBarclaysOverweight$57 → $64
Aug-06-26ReiteratedEvercore ISI GroupIn Line$56 → $51
Jul-21-26ReiteratedMorgan StanleyEqual Weight$66 → $57
Latest News· Times ET
Oct-29-26
Oct-27-26
Oct-23-26
Oct-22-26
Oct-16-26
Oct-12-26
Oct-09-26
Oct-06-26
Oct-05-26
Sep-30-26
Sep-29-26
Company

The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led leveraged buyouts, privatizations, and divestitures, as well as strategic minority equity investments. The firm also allocates capital to structured credit opportunities, global distressed and corporate situations, and small-to-middle market enterprises. Its venture and growth capital activities span the full spectrum, from seed/startup and early-stage funding to emerging growth, turnaround situations, mid-venture, late-venture, and Private Investment in Public Equity (PIPES). Carlyle structures its investments across four primary segments: Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. Carlyle's investment interests are remarkably broad, covering an extensive array of sectors worldwide. These include major industries like industrials (such as manufacturing, building products, chemicals, and metals), consumer and retail (including food and beverage, consumer products, and services), aerospace and defense, technology (covering software, semiconductors, and communications infrastructure), healthcare (services, pharmaceuticals, and medical devices), energy and power, real estate (from office and hotel properties to residential and specialized segments like student housing and senior living), financial services, transportation, telecommunications, media, business services, agribusiness, fintech, utilities, and gaming. The firm actively seeks out growing businesses, including those with overleveraged balance sheets. Typically, Carlyle aims to hold its investments for four to six years, although some may be held for three to five years, with specific mandates for automotive and transportation sector holdings also falling within the four-to-six-year range. With a significant global footprint, Carlyle actively invests across North America (including specific U.S. regions, Mexico, Argentina, Brazil, Chile, and Peru), Europe (encompassing Western, Central-Eastern, and Nordic regions), Asia (including India, Southeast Asia, Korea, Japan, and China), Australia, New Zealand, the Middle East, and both Sub-Saharan and North Africa. Carlyle is flexible regarding its ownership stake, often taking either a majority or a minority position, and frequently acts as the lead equity investor, originating and structuring transactions. The Carlyle Group Inc. was founded in 1987 and is headquartered in Washington, D.C.

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 Revenue3,9644,8984,0881,867—————
Cost of Goods Sold Incl. D&A1,1621,669686543—————
Gross Profit2,7993,2293,4021,324—————
Selling, General and Administrative Excl. Other3842,054666652—————
Research and Development
0000—————
Other Operating Expense1,659-1081,3431,273—————
Operating Income7581,2831,394-601—————
Interest Expense322124686543—————
Unusual Expense
—————————
Non-Operating Income (Expense)2070686543—————
Net Income Before Taxes6431,1591,394-601—————
Income Taxes101215303-104—————
Consolidated Net Income3648091,020-608—————
Net Income From Continuing Operations5429451,091-497—————
Net Income3648091,020-608—————
EPS (Recurring)1.012.252.85-1.68—————
EPS (Basic, Before Extraordinaries)1.012.252.85-1.68—————
EPS (Diluted)0.962.182.77-1.68—————
EBITDA9561,4751,578-420—————
Other After Tax Adjustments
—————————
Stock Option Compensation Expense
—————————
Price To Earnings Ratio42.7727.1118.23——————
Price To Sales Ratio3.714.344.437.87—————
Gross Margin70.6165.9283.2270.92—————
Operating Margin19.1226.1934.10-32.19—————
Net Margin9.1816.5224.95-32.57—————
Shares Outstanding358360359361—————
Market Capitalization14,69921,28018,12614,689—————
Operating Lease Expense
—————————
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Insider Trading Volume
$74.39$63.47$52.56$41.65$30.73● Close Price0.00M8.84M17.67M26.51M35.34MUSD Trades VolumeNovDec2026FebMarAprMayJunJulAugSepOctNov
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Rubenstein David M.DirectorSep 11 '26Sale42.74400,00017,096,00026,899,644Sep 11
Rubenstein David M.DirectorMar 19 '26Sale46.68500,00023,340,00027,399,644Mar 20
Rubenstein David M.DirectorDec 10 '25Sale56.55625,00035,343,75027,999,644Dec 12
Ferguson Jeffrey W.General CounselAug 12 '25Sale64.23202,60613,013,878753,255Aug 13
Ferguson Jeffrey W.General CounselAug 11 '25Sale62.3797,3946,074,464955,861Aug 13
Ferguson Jeffrey W.General CounselFeb 19 '25Sale52.96147,6587,819,9681,095,123Feb 20
Ferguson Jeffrey W.General CounselFeb 18 '25Sale53.20102,3425,444,5941,242,781Feb 20
D'Aniello Daniel A.DirectorNov 12 '24Sale51.53495,54225,536,9240Nov 14
SCHWARTZ HARVEY MChief Executive OfficerDec 15 '23Sale41.74295,35812,328,0366,768,046Dec 19
Finn ChristopherChief Operating OfficerAug 02 '23Sale32.3627,067875,888955,587Aug 03
Buser Curtis L.Chief Financial OfficerAug 02 '23Sale32.3625,828835,7941,221,416Aug 03
Larson Bruce M.Chief Human Resources OfficerAug 02 '23Sale32.3613,413434,045403,069Aug 03
Andrews Charles Elliott Jr.Chief Accounting OfficerAug 02 '23Sale32.366,669215,80984,745Aug 03
Ferguson Jeffrey W.General CounselAug 02 '23Sale32.3611,939386,3461,182,891Aug 03
Larson Bruce M.Chief Human Resources OfficerFeb 07 '23Sale36.1019,476703,084416,482Feb 09
QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.