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: 2,200
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]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$47
6%
downside
Avg. target
$57
13%
upside
High target
$85
69%
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 | 12%upside $56 | Equal-Weight Maintained | 12 Dec 2024 |
Barclays Benjamin Budish 69% 1-year accuracy 72 / 104 met price target | 17%upside $59 | Overweight Maintained | 9 Dec 2024 |
Oppenheimer Chris Kotowski 88% 1-year accuracy 69 / 78 met price target | 69%upside $85 | Outperform Maintained | 11 Nov 2024 |
TD Cowen Bill Katz 84% 1-year accuracy 32 / 38 met price target | 2%downside $49 | Hold Maintained | 8 Nov 2024 |
Keefe, Bruyette & Woods Kyle Voigt 83% 1-year accuracy 20 / 24 met price target | 10%upside $55 | Market Perform Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 9 articles about CG published over the past 30 days
Neutral
Reuters
5 days ago
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.
Neutral
Business Wire
5 days ago
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.
Positive
Bloomberg Markets and Finance
1 week ago
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.
Positive
Benzinga
1 week ago
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%.
Positive
Zacks Investment Research
1 week ago
Why Is Carlyle (CG) Up 0.8% Since Last Earnings Report?
Carlyle (CG) reported earnings 30 days ago. What's next for the stock?
Neutral
Zacks Investment Research
2 weeks ago
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?
Neutral
GlobeNewsWire
2 weeks ago
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.
Neutral
GlobeNewsWire
2 weeks ago
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.
Neutral
MarketBeat
3 weeks ago
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.
Neutral
GlobeNewsWire
1 month ago
Acentra Health's Harish Nanda Named to Northern Virginia Technology Council's 2024 Tech100 List of Visionary Tech Leaders and Companies
MCLEAN, Va., Nov. 19, 2024 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for government healthcare agencies and the priority populations they serve, announced that Harish Nanda, the company's Chief Technology Officer, has been named a 2024 NVTC Tech100 Tech Executive honoree by the Northern Virginia Technology Council (NVTC).
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