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 7,139 funds
0
Analysts bullish %
of 3 analysts
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
116% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 43
67% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 10 (+4) [Q4]
21% more capital invested
Capital invested by funds: $9.02B [Q3] → $10.9B (+$1.86B) [Q4]
6% more funds holding
Funds holding: 515 [Q3] → 545 (+30) [Q4]
1.44% more ownership
Funds ownership: 58.74% [Q3] → 60.18% (+1.44%) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 181
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$52
4%
upside
Avg. target
$54
8%
upside
High target
$55
10%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Wells Fargo Michael Brown 52% 1-year accuracy 31 / 60 met price target | 8%upside $54 | Equal-Weight Maintained | 12 Feb 2025 |
Evercore ISI Group Glenn Schorr 83% 1-year accuracy 30 / 36 met price target | 4%upside $52 | In-Line Maintained | 12 Feb 2025 |
Barclays Benjamin Budish 76% 1-year accuracy 95 / 125 met price target | 10%upside $55 | Overweight Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 21 articles about CG published over the past 30 days
Positive
Seeking Alpha
3 hours ago
Big 4 Private Equity Firms In Brighter Mood; Falling Investment In Biotech
Surging revenue from asset management businesses appeared to lift the spirits of private equity's Big Four firms. The middle market drove the increase in the monetization of portfolio company investments in 2024.
Neutral
PRNewsWire
16 hours ago
ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of bluebird bio, Inc.
NEW YORK , Feb. 21, 2025 /PRNewswire/ -- Rowley Law PLLC is investigating potential securities law violations by bluebird bio, Inc. (NASDAQ: BLUE) and its board of directors concerning the proposed acquisition of the company by Carlyle (NASDAQ: CG) and SK Capital Partners, LP. Stockholders will receive $3.00 and a contingent value right of $6.84 for each share of bluebird bio stock that they hold.
Neutral
Accesswire
22 hours ago
bluebird bio Stock Alert - Kehoe Law Firm, P.C. Investigating the Fairness and Adequacy of the Proposed Acquisition of bluebird bio by Investment Firms in Collaboration with Biotech Execs
PHILADELPHIA, PA / ACCESS Newswire / February 21, 2025 / Kehoe Law Firm, P.C. is investigating potential claims on behalf of investors of bluebird bio (NASDAQ:BLUE) regarding the adequacy and fairness of the proposed acquisition of bluebird bio by "funds managed by global investment firms Carlyle (NASDAQ:CG) and SK Capital Partners, LP ("SK Capital") in collaboration with a team of highly experienced biotech executives.
Negative
Reuters
1 day ago
Bluebird bio to be taken private by Carlyle and SK Capital amid cash crunch
Gene therapy maker Bluebird bio said on Friday it would be taken private by Carlyle and SK Capital Partners, ending its tumultuous journey in the public markets as it struggled with a severe cash crunch.
Neutral
Business Wire
1 day ago
bluebird bio Announces Definitive Agreement to be Acquired by Carlyle and SK Capital
SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (NASDAQ: BLUE) (“bluebird”) today announced that it has entered into a definitive agreement to be acquired by funds managed by global investment firms Carlyle (NASDAQ: CG) and SK Capital Partners, LP (“SK Capital”) in collaboration with a team of highly experienced biotech executives. David Meek, former CEO of Mirati Therapeutics and Ipsen, is expected to become CEO of bluebird upon closing. Carlyle and SK Capital will provide bluebird prim.
Positive
Seeking Alpha
1 day ago
Higher Fee Revenues, Brighter Outlook Boost Mood Of Private Equity's Big 4
Record revenues from management fees and a brighter outlook for M&A in the year ahead helped private equity's Big Four close 2024 on a high note. The average net positivity score for the four largest listed alternative asset managers - Apollo Global Management, Blackstone, The Carlyle, and KKR - rose to its highest level in several years, according to an S&P Global Market Intelligence analysis.
Neutral
GlobeNewsWire
1 day ago
Acentra Health Employees Provide Over 3,000 Hours of Volunteer Work to Promote Healthier Communities
MCLEAN, Va., Feb. 20, 2025 (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 today that its 2024 corporate social responsibility program resulted in over 3,000 hours of employee volunteer service and over $332,000 in total contributions to support communities in the United States and India where its employees live and work.
Positive
Seeking Alpha
1 day ago
The Search For 7% Investment Grade Yields, Part 2: Carlyle And Its Baby Bond
Equity is currently overvalued; we're increasing fixed-income exposure, focusing this time on investment-grade long-duration issues offering 7% yields. Carlyle Group, with an A- credit rating, has solid investment-grade debt and a history of consistent dividend payments. The Carlyle Group's baby bond, CGABL, offers a higher yield compared to bonds of similar credit quality.
Neutral
Business Wire
4 days ago
Farmfront Announces Commercial Partnership with BF Group to Supply Irrigation Solutions
MILAN--(BUSINESS WIRE)--Farmfront Group (“Farmfront”), a leading global platform of irrigation providers backed by global investment firm Carlyle (NASDAQ: CG), announces that it has signed a strategic commercial partnership and supply agreement with BF International Best Fields Best Foods Limited (“BFI”), a company of BF S.p.A. group (“BF Group”) to provide irrigation solutions to its subsidiary, BFI. The agreement is intended to support BF Group's international expansion plans and support agro.
Negative
CNBC Television
1 week ago
The old economy is still very much out of favor right now, says Carlyle's Jeff Currie
Jeff Currie, Carlyle chief strategy officer of energy pathways, joins 'Squawk Box' to discuss impact of President Trump's tariffs on commodities, impact of steel and aluminum tariffs on producer inflation, state of U.S. oil production, and more.
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