Inside the research

The Carlyle Group Inc.

CG Research profile · latest available data

Price overview

$40.03

▲ +0.61 (+1.5%)

52w hi$64.75
52w lo$39.42
Vol2.04M
As of25 Sep 2026

The Verdict

Hold

Our score -0.44

Short-0.23
Medium-0.48
Long-0.77

computed 2026-09-27

Key fundamentals

The Carlyle Group Inc.

Financial Services · Asset Management

Market cap$14.26B
Enterprise value$28.45B
Trailing P/E41.70x
Forward P/E7.85x
P / S (ttm)5.10x
Profit margin13.0%
Return on equity7.8%
Revenue growth-32.9%
Earnings growth-57.5%
Debt / equity197.62

Layer Breakdown

LayerRawContribution
Fundamental-0.06
Sector+0.02
Technical-0.25
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES, recapitalization. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies, supply chains, aftermarket services, cybersecurity and digital resilience, digital transformation. Within healthcare, biotech and medtech innovation, life sciences, healthcare IT, pharmacy, pharma commercialization. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, Hong Kong, South East Asia, Indonesia, Philippines, Malaysia, Singapore, Vietnam, Taiwan, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $2.24 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $50 million and $300 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices across North America, South America, Asia, Australia and Europe.

United States · www.carlyle.com

Risk Metrics

Beta vs SPX1.74
Corr SPX0.69
Annual vol40.5%
Annual ret+3.9%
Sharpe0.10
Max DD-43.2%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$61.19
High / Low$85.00 / $43.00
Median$54.00
Analysts17
Strong Buy3
Buy6
Hold7
Sell0
Strong Sell1

Recent rating actions

2026-05-08TD Cowen→ Hold
2026-05-08JP Morgan→ Neutral
2026-05-08Barclays→ Overweight
2026-04-30JP Morgan→ Neutral
2026-04-21Morgan Stanley→ Equal-Weight
2026-04-21Evercore ISI Group→ In-Line

Material Events

DateEvent8-K
2026-08-05Earnings Release, Exhibitsread
2026-06-05Officer / Director Change, Shareholder Vote…read
2026-06-01Officer / Director Change, Reg FD Disclosure…read
2026-05-07Earnings Release, Exhibitsread
2026-02-26Reg FD Disclosure, Exhibitsread
2026-02-06Earnings Release, Exhibitsread
2025-12-05Officer / Director Change, Reg FD Disclosure…read
2025-10-31Earnings Release, Exhibitsread
2025-09-19Material Agreement, Material Obligation…read
2025-09-17Other Material Event, Exhibitsread
2025-08-06Earnings Release, Exhibitsread
2025-07-28Officer / Director Change, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-01Andrews Charles Elliott Jr.Chief Accounting OfficerWithheld for tax12.36K$568.99K
2026-08-01Plouffe JustinChief Financial OfficerWithheld for tax62.53K$2.88M
2026-08-01Redett John C.Co-PresidentWithheld for tax124.56K$5.73M
2026-08-01Heinzelman Kate ElizabethGeneral CounselGrant11.03K—
2026-08-01Nedelman JeffreyCo-PresidentWithheld for tax43.08K$1.98M
2026-08-01LoBue LindsayChief Operating OfficerWithheld for tax18.28K$841.43K
2026-08-01Jenkins Mark DavidCo-PresidentWithheld for tax124.79K$5.74M
2026-05-28LoBue LindsayChief Operating OfficerGrant3.12K—
2026-05-28Jenkins Mark DavidCo-PresidentGrant7.63K—
2026-05-28Plouffe JustinChief Financial OfficerGrant4.08K—

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)1.75%
$ / share (TTM)$0.70
5y CAGR+7.0%

Annual dividend per share

2021$1.00
2022$1.22
2023$1.38
2024$1.40
2025$1.40
2026$0.35

SEC Filings

DateFormDoc
2026-08-1010-Qview
2026-08-0713F-HRview
2026-08-058-Kview
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-07-083view
2026-06-058-Kview
2026-06-018-Kview
2026-05-294view
2026-05-294view

The Long Run

FY 2012–2025 · 14 years

LineLatestCAGRTrend
Revenue$4.78B+10.4%
Net income-$608.40M+57.4%
Cash from ops$204.90M-35.6%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$39.88$40.22$39.41$40.032.04M
Sep 24$40.16$40.51$38.76$39.422.88M
Sep 23$39.83$40.67$39.83$39.922.62M
Sep 22$41.42$41.44$40.09$40.233.96M
Sep 21$40.61$41.20$40.10$40.862.84M

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