The Carlyle Group Inc.
Built from real-time financials, refreshed daily. For a full Analyst Grade with bull/bear case, price targets, and qualitative risk analysis, generate a CG research report →
Range $45 – $58
Price Chart
About the company
The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led leveraged buyouts, privatizations, and divestitures, as well as strategic minority equity investments.
- CEO
- Harvey Mitchell Schwartz
- IPO
- 2012
- Employees
- 2,500
- HQ
- Washington, DC, US
Get TickerSpark's AI analysis on CG
Create an account to generate AI analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.
Get Pro Access →Already have an account? Log in
Similar companies
Peers in the same neighborhood.
- Market Cap
- $16.00B
- P/E
- 29.19
- Fwd P/E
- 12.06
- PEG
- -0.59
- P/S
- 4.01
- P/B
- 2.95
- EV/EBITDA
- 27.51
- Div Yield
- 3.15%
- Gross Margin
- 73.08%
- Op Margin
- 22.21%
- Net Margin
- 13.70%
- ROE
- 9.65%
- ROIC
- 2.36%
Latest fiscal year · YoY change
- Revenue
- $4.90B+19.8%
- Gross Profit
- $3.23B-5.1%
- Op Income
- $1.28B
- Net Income
- $808.70M-20.7%
- EPS
- $2.25-21.1%
- OCF Growth
- +292.6%
- FCF Growth
- +262.9%
- 52W High
- $69.85
- 52W Low
- $39.60
- 50D MA
- $45.00
- 200D MA
- $52.37
- Beta
- 1.83
- RSI (14)
- 49
- Avg Volume
- 3.44M
Earnings call summaries
Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.
Get the CG Q1 '26 earnings-call summary
Create a free account to generate an AI summary of this call — key takeaways, results & guidance, CEO/CFO commentary, Q&A, and a bull vs bear read. Ready in about a minute, and it'll be live for everyone.
Create free account →Already have an account? Log in
- Free Float
- 72.7%
- Shares Outstanding
- 359.97M
- Float Shares
- 261.67M
of shares held by institutions
630 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Congressional trading
Senate and House stock disclosures for CG, newest first.
| Member | Type | Traded | |
|---|---|---|---|
| Ro KhannaHouse · CA17 | Sell | Jul 19, 22 | Filing → |
| Ro KhannaHouse · CA17 | Sell | Jun 27, 22 | Filing → |
| Ro KhannaHouse · CA17 | Buy | May 23, 22 | Filing → |
| Ro KhannaHouse · CA17 | Buy | May 10, 22 | Filing → |
| Ro KhannaHouse · CA17 | Buy | May 5, 22 | Filing → |
| Ro KhannaHouse · CA17 | Sell | Feb 17, 22 | Filing → |
| Thomas SuozziHouse · NY03 | Sell | Nov 18, 21 | Filing → |
| Thomas SuozziHouse · NY03 | Sell | Nov 18, 21 | Filing → |
| Thomas SuozziHouse · NY03 | Buy | Oct 20, 21 | Filing → |
| Dwight EvansHouse · PA03 | Sell | May 26, 21 | Filing → |
| Dwight EvansHouse · PA03 | Buy | Sep 4, 20 | Filing → |
| Dwight EvansHouse · Pa03 | Buy | Mar 2, 20 | Filing → |
| Dwight EvansHouse · Pa03 | Buy | Apr 15, 19 | Filing → |
| John HoevenSenate · ND | Buy | Apr 29, 13 | Filing → |
Source: public STOCK Act disclosures. Filed weeks after the trade — a lagging signal, not a real-time one.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Blackrock, Inc. | 31.02M | ▲ 327.99K |
| Vanguard Group Inc | 26.37M | ▲ 934.24K |
| Capital World Investors | 17.83M | ▼ 2.14M |
| Harris Associates L P | 16.58M | ▲ 1.39M |
| Morgan Stanley | 10.17M | ▼ 17.50K |
| State Street Corp | 9.68M | ▲ 135.75K |
| Massachusetts Financial Services Co | 7.65M | ▼ 86.29K |
| Millennium Management LLC | 6.80M | ▼ 1.54M |
| William Blair Investment Management, LLC | 6.30M | ▼ 830.79K |
| Alkeon Capital Management LLC | 5.94M | 0 |
| Geode Capital Management, LLC | 5.15M | ▲ 149.24K |
| Norges Bank | 4.88M | ▲ 4.88M |
Held by 813 ETFs
Biggest fund positions in CG by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 29, 26 | Heinzelman Kate Elizabeth | other | 0 |
| May 28, 26 | LoBue Lindsay | other | 3,120 |
| May 28, 26 | Jenkins Mark David | other | 7,634 |
| May 28, 26 | Plouffe Justin | other | 4,077 |
| May 28, 26 | Andrews Charles Elliott Jr. | other | 409 |
| May 28, 26 | Nedelman Jeffrey | other | 7,733 |
| May 28, 26 | Redett John C. | other | 10,830 |
| May 28, 26 | Ferguson Jeffrey W. | other | 1,274 |
| May 28, 26 | SCHWARTZ HARVEY M | other | 20,743 |
| May 1, 26 | Cherwoo Sharda | other | 4,450 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our CG coverage
Recent articles, reports, and earnings notes.
IREN just crossed from AI story stock to contracted revenue machine
IREN’s latest jump looks earned because the company now has a much larger contracted AI cloud revenue base, not just an AI narrative. The key shift is simple: management raised its year-end AI Cloud ARR target above $4 billion and says roughly 85% is already under contract.
Best Private Markets Stocks for June 2026
KKR leads this month’s private markets ranking, followed by Apollo and Blackstone, with secondaries and private credit remaining key industry drivers.
Want a deeper read on CG?
Generate a full analyst-grade report — bull/bear case, price targets, valuation depth, and a complete financial breakdown.
Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Financial Results for the Second Quarter Ended June 30, 2026
globenewswire.com · Jul 15
IVZ or CG: Which Is the Better Value Stock Right Now?
zacks.com · Jul 15
Carlyle Commodities Announces CSE Conditional Approval of Silver Pony Transaction
newsfilecorp.com · Jul 10
EQT to acquire Copia Power, a leading integrated power and AI infrastructure platform
prnewswire.com · Jul 10
EQT to acquire Copia Power, a leading integrated power and AI infrastructure platform
prnewswire.com · Jul 10
Carlyle to Announce Second Quarter 2026 Financial Results and Host Investor Conference Call
globenewswire.com · Jul 7
14 value stocks of companies primed for rapid growth through 2028
marketwatch.com · Jul 1
Surventis launches as an independent global leader in automotive coatings and surface treatment
globenewswire.com · Jul 1
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.
Bullish or bearish?
Where do you stand on CG?