Carlyle GroupCG
Market Cap: $13.3B
About: The Carlyle Group is one of the world's largest alternative-asset managers, with $434.6 billion in total AUM, including $307.3 billion in fee-earning AUM, at the end of June 2024. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 34% of fee-earning AUM and 58% of base management fees during 2023), global credit (51% and 27%) and investment solutions (15% and 15%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries.
Employees: 2,200
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
148% more call options, than puts
Call options by funds: $102M | Put options by funds: $41.1M
1% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 181
10% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 61
1% less funds holding
Funds holding: 510 [Q1] → 504 (-6) [Q2]
2.13% less ownership
Funds ownership: 60.57% [Q1] → 58.44% (-2.13%) [Q2]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q1] → 6 (-1) [Q2]
18% less capital invested
Capital invested by funds: $10.3B [Q1] → $8.44B (-$1.84B) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Redburn Atlantic Nicholas Watts 0% 1-year accuracy 0 / 3 met price target | 48%upside $55 | Buy Initiated | 27 Aug 2024 |
Deutsche Bank Brian Bedell 53% 1-year accuracy 16 / 30 met price target | 42%upside $53 | Buy Maintained | 15 Aug 2024 |
TD Cowen Bill Kirk 45% 1-year accuracy 10 / 22 met price target | 13%upside $42 | Hold Maintained | 6 Aug 2024 |
Deutsche Bank Brian Bedell 53% 1-year accuracy 16 / 30 met price target | 48%upside $55 | Buy Maintained | 6 Aug 2024 |
Barclays Benjamin Budish 72% 1-year accuracy 52 / 72 met price target | 24%upside $46 | Overweight Maintained | 6 Aug 2024 |
Financial journalist opinion
Based on 22 articles about CG published over the past 30 days