Carlyle Group
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
Fund manager confidence
Based on 2024 Q4 regulatory filings 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]
21% more capital invested
Capital invested by funds: $9.01B [Q3] → $10.9B (+$1.88B) [Q4]
8% more funds holding
Funds holding: 515 [Q3] → 555 (+40) [Q4]
1.6% more ownership
Funds ownership: 58.67% [Q3] → 60.27% (+1.6%) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 185
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Wells Fargo Michael Brown 46% 1-year accuracy 30 / 65 met price target | 8%upside $48 | Equal-Weight Maintained | 20 Mar 2025 |
Evercore ISI Group Glenn Schorr 66% 1-year accuracy 27 / 41 met price target | 17%upside $52 | In-Line Maintained | 12 Feb 2025 |
Barclays Benjamin Budish 69% 1-year accuracy 86 / 124 met price target | 24%upside $55 | Overweight Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 18 articles about CG published over the past 30 days
