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 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
8 analyst ratings
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









