Carlyle Group
CG
Market cap $19.8B

55.24 USD

+0.97

1.79%

At close Jan 17, 4:00 PM EST

After hours

55.24

+0.00

0.00%

1 day

1.79%

5 days

11.37%

1 month

6.68%

3 months

7.60%

6 months

21.49%

Year to date

8.89%

1 year

43.07%

5 years

65.99%

10 years

122.47%

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

Financials Investment Advice

0

Funds holding %

of 6,823 funds

0

Analysts bullish %

of 7 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

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

20% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 168

1% more funds holding

Funds holding: 507 [Q2] → 514 (+7) [Q3]

0% more capital invested

Capital invested by funds: $9.01B [Q2] → $9.02B (+$16.3M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]

3.6% less ownership

Funds ownership: 62.34% [Q2] → 58.74% (-3.6%) [Q3]

See Fund Rankings

Research analyst outlook

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

Low target

$49

11%

downside

Avg. target

$58

6%

upside

High target

$85

54%

upside

7 analyst ratings

2 positive

29%

5 neutral

71%

0 negative

0%

Barclays Benjamin Budish 77% 1-year accuracy 88 / 115 met price target	9%upside $60	Overweight Maintained	13 Jan 2025
Wells Fargo Michael Brown 74% 1-year accuracy 32 / 43 met price target	1%upside $56	Equal-Weight Maintained	12 Dec 2024
Oppenheimer Chris Kotowski 91% 1-year accuracy 71 / 78 met price target	54%upside $85	Outperform Maintained	11 Nov 2024
TD Cowen Bill Katz 88% 1-year accuracy 30 / 34 met price target	11%downside $49	Hold Maintained	8 Nov 2024
Keefe, Bruyette & Woods Kyle Voigt 74% 1-year accuracy 20 / 27 met price target	0%downside $55	Market Perform Maintained	8 Nov 2024

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about CG published over the past 30 days

Here are the top 10 U.S. stock analysts, according to TipRanks

TipRanks' analyst ranking service reveals the top 10 U.S. analysts whose ratings were the most successful between October 2023 to September 2024.

Here are the top 10 U.S. stock analysts, according to TipRanks

Carlyle lines up bankers for possible sale of British fund network Calastone, sources say

Carlyle has lined up bankers to explore a sale of its British funds network and data business Calastone, which would be the latest deal in a sector that has attracted billions of pounds from investors, four people familiar with the matter said.

Carlyle lines up bankers for possible sale of British fund network Calastone, sources say

Zacks Investment Research

JHG or CG: Which Is the Better Value Stock Right Now?

Investors with an interest in Financial - Investment Management stocks have likely encountered both Janus Henderson Group plc (JHG) and Carlyle Group (CG). But which of these two stocks offers value investors a better bang for their buck right now?

JHG or CG: Which Is the Better Value Stock Right Now?

Carlyle Group: Alternative Assets With Stellar Management

Carlyle Group, led by CEO Harvey Schwartz, is well-positioned for long-term success with robust fundraising, strong leadership, and growing fee-related earnings. The firm has achieved record assets under management at $450 billion and aims for $1.1 billion in fee-related earnings this year. Carlyle offers a 2.77% dividend yield and has a substantial share repurchase program, enhancing shareholder value and providing a 5.42% total yield.

Carlyle Group: Alternative Assets With Stellar Management

Zacks Investment Research

JHG vs. CG: Which Stock Is the Better Value Option?

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?

JHG vs. CG: Which Stock Is the Better Value Option?

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.

Carlyle agrees to sell Italy's Forgital to Stonepeak

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.

Stonepeak to Acquire Forgital Group from Carlyle

Bloomberg Markets and Finance

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.

Carlyle's Jenkins on $5.7B Capital Raise, Credit Market

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%.

Bank Of America Raises Bullish Outlook On US Brokers, Exchanges, Alternative Investments: 3 Top Picks For 2025

Zacks Investment Research

Why Is Carlyle (CG) Up 0.8% Since Last Earnings Report?

Carlyle (CG) reported earnings 30 days ago. What's next for the stock?

Why Is Carlyle (CG) Up 0.8% Since Last Earnings Report?

See News Rankings

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