Carlyle Group
CG
Market cap $18.3B

51.18 USD

+1.03

2.05%

At close Dec 24, 4:00 PM EST

After hours

51.20

+0.02

0.04%

1 day

2.05%

5 days

-1.29%

1 month

-5.90%

3 months

18.09%

6 months

26.46%

Year to date

27.98%

1 year

25.20%

5 years

64.30%

10 years

90.26%

About: The Carlyle Group is one of the world's largest alternative-asset managers, with $447.4 billion in total AUM, including $313.6 billion in fee-earning AUM, at the end of September 2024. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 33% of fee-earning AUM and 57% of base management fees during 2023), global credit (51% and 27%) and investment solutions (16% and 16%). 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

Financials Investment Advice

0

Funds holding %

of 6,809 funds

0

Analysts bullish %

of 10 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

206% more call options, than puts

Call options by funds: $118M | Put options by funds: $38.7M

20% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 168

13% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 53

1% more funds holding

Funds holding: 507 [Q2] → 514 (+7) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]

0% less capital invested

Capital invested by funds: $8.96B [Q2] → $8.94B (-$20.5M) [Q3]

3.83% less ownership

Funds ownership: 62.02% [Q2] → 58.2% (-3.83%) [Q3]

See Fund Rankings

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$47

8%

downside

Avg. target

$57

10%

upside

High target

$85

66%

upside

10 analyst ratings

3 positive

30%

7 neutral

70%

0 negative

0%

Wells Fargo Michael Brown 68% 1-year accuracy 28 / 41 met price target	9%upside $56	Equal-Weight Maintained	12 Dec 2024
Barclays Benjamin Budish 68% 1-year accuracy 71 / 104 met price target	15%upside $59	Overweight Maintained	9 Dec 2024
Oppenheimer Chris Kotowski 88% 1-year accuracy 69 / 78 met price target	66%upside $85	Outperform Maintained	11 Nov 2024
TD Cowen Bill Katz 87% 1-year accuracy 33 / 38 met price target	4%downside $49	Hold Maintained	8 Nov 2024
Keefe, Bruyette & Woods Kyle Voigt 96% 1-year accuracy 23 / 24 met price target	7%upside $55	Market Perform Maintained	8 Nov 2024

See Analyst Rankings

Financial journalist opinion

Based on 10 articles about CG published over the past 30 days

Zacks Investment Research

JHG vs. CG: Which Stock Is the Better Value Option?

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Janus Henderson Group plc (JHG) or Carlyle Group (CG). But which of these two stocks is more attractive to value investors?

JHG vs. CG: Which Stock Is the Better Value Option?

Carlyle agrees to sell Italy's Forgital to Stonepeak

Private equity firm Carlyle has agreed to sell Italian firm Forgital, which manufactures forged components mainly for the aerospace sector, to U.S. alternative investment firm Stonepeak, the two companies said on Monday.

Carlyle agrees to sell Italy's Forgital to Stonepeak

Stonepeak to Acquire Forgital Group from Carlyle

NEW YORK & VELO D'ASTICO, Italy--(BUSINESS WIRE)--Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, today announced that it has entered into a definitive agreement to acquire Forgital Group (“Forgital” or the “Company”), a leading manufacturer of advanced forged and machine-finished components for aerospace and industrial end markets, from global investment firm Carlyle (NASDAQ: CG). Forgital, founded in 1873, specializes in forged and laminated me.

Stonepeak to Acquire Forgital Group from Carlyle

Bloomberg Markets and Finance

Carlyle's Jenkins on $5.7B Capital Raise, Credit Market

Mark Jenkins, Carlyle's head of global credit, discusses Carlyle raising $5.7 billion for its latest flagship credit fund and the outlook for the credit market. Speaking with Sonali Basak on Bloomberg Television, Jenkins sees a "very safe environment" for investing going into 2025.

Carlyle's Jenkins on $5.7B Capital Raise, Credit Market

Bank Of America Raises Bullish Outlook On US Brokers, Exchanges, Alternative Investments: 3 Top Picks For 2025

Bank of America is bullish on U.S. brokers, asset managers and exchanges heading into 2025, raising price targets across the sector by an average of 14%, citing strong tailwinds from deregulation, rising retail investor engagement and solid U.S. GDP growth projected at 2%-2.5%.

Bank Of America Raises Bullish Outlook On US Brokers, Exchanges, Alternative Investments: 3 Top Picks For 2025

Zacks Investment Research

Why Is Carlyle (CG) Up 0.8% Since Last Earnings Report?

Carlyle (CG) reported earnings 30 days ago. What's next for the stock?

Why Is Carlyle (CG) Up 0.8% Since Last Earnings Report?

Zacks Investment Research

JHG or CG: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Janus Henderson Group plc (JHG) or Carlyle Group (CG). But which of these two stocks is more attractive to value investors?

JHG or CG: Which Is the Better Value Stock Right Now?

Acentra Health's Independent Medical Review Division Earns Accreditation from Leading Care Quality and Safety Organization

MCLEAN, Va., Dec. 05, 2024 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, announced that its Independent Medical Expert Consulting Services (IMEDECS) division has earned URAC accreditation as an Independent Review Organization (IRO), marking 24 years of full accreditation.

Acentra Health's Independent Medical Review Division Earns Accreditation from Leading Care Quality and Safety Organization

Acentra Health Campaign Raises $31,000 to Help Southeastern U.S. Communities Recover from Hurricane Devastation

MCLEAN, Va., Dec. 03, 2024 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, announced the company and its employees raised $31,000 in contributions to support relief efforts in the southeastern United States following the devastation from hurricanes Helene and Milton.

Acentra Health Campaign Raises $31,000 to Help Southeastern U.S. Communities Recover from Hurricane Devastation

These 3 Stocks Are Heavy Hitters in Alternative Asset Management

The alternative and private capital asset management industry is growing strongly. From 2023 to 2028, PricewaterhouseCoopers expects alternative assets under management to grow by nearly $8 trillion.

These 3 Stocks Are Heavy Hitters in Alternative Asset Management

See News Rankings

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