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The Carlyle Group Inc. (CG)

46.97 -0.78 (-1.63%)
At close: September 4 at 4:00:01 PM EDT
46.97 0.00 (0.00%)
After hours: September 4 at 7:30:03 PM EDT
Trade CG on Coinbase
Chart Range Bar
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  • Previous Close 47.75
  • Open 46.90
  • Bid 44.36 x 100
  • Ask 49.35 x 100
  • Day's Range 46.50 - 47.61
  • 52 Week Range 39.60 - 69.85
  • Volume 1,877,150
  • Avg. Volume 3,578,884
  • Market Cap (intraday) 16.737B
  • Beta (5Y Monthly) 1.83
  • PE Ratio (TTM) 48.93
  • EPS (TTM) 0.96
  • Earnings Date (est.) Oct 29, 2026
  • Forward Dividend & Yield 1.40 (2.93%)
  • Ex-Dividend Date Sep 30, 2026
  • 1y Target Est 58.12

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES, recapitalization. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies, supply chains, aftermarket services, cybersecurity and digital resilience, digital transformation. Within healthcare, biotech and medtech innovation, life sciences, healthcare IT, pharmacy, pharma commercialization. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, Hong Kong, South East Asia, Indonesia, Philippines, Malaysia, Singapore, Vietnam, Taiwan, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $2.24 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $50 million and $300 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices across North America, South America, Asia, Australia and Europe.

www.carlyle.com

2,500

Full Time Employees

December 31

Fiscal Year Ends

Asset Management

Industry

Recent News

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Performance Overview

Trailing total returns as of 9/4/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

CG
18.86%
S&P 500 (^GSPC)
12.75%

1-Year Return

CG
25.64%
S&P 500 (^GSPC)
18.71%

3-Year Return

CG
57.27%
S&P 500 (^GSPC)
70.93%

5-Year Return

CG
10.16%
S&P 500 (^GSPC)
70.18%

Earnings Trends

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Earnings Per Share (Normalized)

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 854.6M
Earnings 137.1M
Profit Margin 16.04%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
200M
400M
600M
800M
-20.0%
0.0%
20.0%

Analyst Insights

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Analyst Price Targets

49.00
58.12 Average
46.97 Current
73.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 8/6/2026
Analyst UBS
Rating Action Maintains
Rating Buy
Price Action Raises
Price Target 63 -> 70

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    13.01%

  • Return on Assets (ttm)

    2.03%

  • Return on Equity (ttm)

    7.77%

  • Revenue (ttm)

    2.8B

  • Net Income Avi to Common (ttm)

    363.9M

  • Diluted EPS (ttm)

    0.96

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    2.04B

  • Total Debt/Equity (mrq)

    197.62%

  • Levered Free Cash Flow (ttm)

    --

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