CG icon

Carlyle Group

39.03 USD
+0.24
0.62%
At close Apr 25, 4:00 PM EDT
After hours
39.03
+0.00
0.00%
1 day
0.62%
5 days
10.75%
1 month
-16.12%
3 months
-30.00%
6 months
-22.28%
Year to date
-23.06%
1 year
-14.45%
5 years
59.70%
10 years
31.02%
 

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: 2,300

0
Funds holding %
of 7,425 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

206% more call options, than puts

Call options by funds: $149M | Put options by funds: $48.9M

119% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 43

83% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 11 (+5) [Q4]

22% more capital invested

Capital invested by funds: $8.93B [Q3] → $10.9B (+$1.96B) [Q4]

8% more funds holding

Funds holding: 515 [Q3] → 556 (+41) [Q4]

2.13% more ownership

Funds ownership: 58.13% [Q3] → 60.26% (+2.13%) [Q4]

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 185

Research analyst outlook

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

Low target
$37
5%
downside
Avg. target
$45
15%
upside
High target
$58
49%
upside

8 analyst ratings

positive
25%
neutral
63%
negative
13%
Morgan Stanley
Michael Cyprys
40% 1-year accuracy
10 / 25 met price target
13%upside
$44
Equal-Weight
Maintained
14 Apr 2025
TD Cowen
Bill Katz
64% 1-year accuracy
21 / 33 met price target
5%downside
$37
Hold
Maintained
9 Apr 2025
Wells Fargo
Michael Brown
39% 1-year accuracy
29 / 75 met price target
0%downside
$39
Equal-Weight
Maintained
8 Apr 2025
Citigroup
Christopher Allen
53% 1-year accuracy
10 / 19 met price target
0%downside
$39
Neutral
Maintained
8 Apr 2025
JMP Securities
Devin Ryan
67% 1-year accuracy
4 / 6 met price target
49%upside
$58
Market Outperform
Maintained
8 Apr 2025

Financial journalist opinion

Based on 9 articles about CG published over the past 30 days

Positive
Seeking Alpha
17 hours ago
The More It Underperforms, The More I Buy
Three sectors of the market have soared in recent years. However, there are laggards in each of them. I discuss why these underperformers are a golden buying opportunity for investors today.
The More It Underperforms, The More I Buy
Neutral
GlobeNewsWire
3 days ago
Socially Determined and Acentra Health Partner to Advance Whole Person, Whole Population Healthcare through Enhanced Analytics
WASHINGTON, April 24, 2025 (GLOBE NEWSWIRE) -- Socially Determined, a social risk analytics and solutions company leading the integration of health and social care, and 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, have partnered to deliver the power of data, raw computing, and AI analytics to help state healthcare agencies more accurately predict and target interventions that improve health outcomes for individuals and communities, and reduce program costs. The partnership allows Acentra Health to leverage Socially Determined's nationwide access to proprietary advanced social risk data and derived risk scores to extract deeper insights from Medicaid claims data.
Socially Determined and Acentra Health Partner to Advance Whole Person, Whole Population Healthcare through Enhanced Analytics
Negative
Business Insider
6 days ago
A recession is 'certainly on the table,' says Carlyle Group CEO Harvey Schwartz
Carlyle Group CEO Harvey Schwartz warned that a recession is a possibility. But he told Bloomberg Television it was too early to make a judgment, and there could be a rebound.
A recession is 'certainly on the table,' says Carlyle Group CEO Harvey Schwartz
Neutral
Bloomberg Markets and Finance
1 week ago
Carlyle Group CEO Talks Fed, China-US and Trump Tariffs
Previously Carlyle Group CEO Harvey Schwartz told investors to “buckle up a bit” for more market volatility as Trump Administration tariffs kick in, now more than two weeks since those tariffs kicked in, Schwartz told Bloomberg TV's Sonali Basak that investors should keep those buckles on, but be on the lookout for when then "airbags" come out. Schwartz also spoke about Fed's latest comments and on China-US trade war.
Carlyle Group CEO Talks Fed, China-US and Trump Tariffs
Negative
Zacks Investment Research
1 week ago
New Strong Sell Stocks for April 14th
AIRS, CG and CARS have been added to the Zacks Rank #5 (Strong Sell) List on April 14, 2025.
New Strong Sell Stocks for April 14th
Positive
Zacks Investment Research
2 weeks ago
Carlyle (CG) Surges 11.7%: Is This an Indication of Further Gains?
Carlyle (CG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Carlyle (CG) Surges 11.7%: Is This an Indication of Further Gains?
Negative
Bloomberg Markets and Finance
2 weeks ago
Carlyle's Jeff Currie Sees Downside Risk on Oil That Could Hit Shale
Jeff Currie, Chief Strategy Officer for Energy Pathways at Carlyle, says there's a lot of downside risk, with oil and commodities “in the cross-hairs” of the trade war. “I think oil probably has this right in re-pricing the risk again this morning,” he said.
Carlyle's Jeff Currie Sees Downside Risk on Oil That Could Hit Shale
Positive
Kiplinger
2 weeks ago
The Best Financial Stocks to Buy
Financial stocks play a critical role in the economy and are a key component of any well-rounded portfolio.
The Best Financial Stocks to Buy
Negative
CNBC Television
2 weeks ago
The potential for oil to overshoot to the downside is pretty significant: Carlyle's Jeff Currie
Jeff Currie, Carlyle chief strategy officer of energy pathways, joins 'Squawk Box' to discuss the impact of President Trump's sweeping new tariffs on the energy sector, latest oil price trends, impact of tariffs on other commodities, and more.
The potential for oil to overshoot to the downside is pretty significant: Carlyle's Jeff Currie
Positive
Zacks Investment Research
1 month ago
AB or CG: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Financial - Investment Management sector have probably already heard of AllianceBernstein (AB) and Carlyle Group (CG). But which of these two stocks presents investors with the better value opportunity right now?
AB or CG: Which Is the Better Value Stock Right Now?
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