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THE CARLYLE GROUP INC.
NASDAQ
$49.09
▼ DOWN 0.30% (-0.15)

KEY STATISTICS

Market Cap$17.67 B
52w High$69.85
52w Low$39.60
Dividend Yield2.93%
FrequencyQuarterly
P/E12.43
Volume1.88M
Shares Out.359.97M

COMPANY

LEADERSHIP

Harvey Mitchell Schwartz
CHIEF EXECUTIVE
Harvey Mitchell Schwartz

COMPENSATION 2026

Salary$1,000,000
Stock Awards$0
Incentive Plan Pay$6,000,000
All Other Comp.$149,859
Total$7,149,859

ABOUT

SECTOR
Financial Services
WENT PUBLIC
May 3, 2012
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
2,500

PRICE TARGET

Target High$70.00
Target Low$45.00
Target Median$57.00
Target Consensus$56.71

UPCOMING EARNINGS

DateNov 6, 2026
DayFriday
Rev. Est.$996.59M
NOV
6
FRI

PRICE

$49.09 ▼ DOWN 0.30% (−$0.15)
$49.20$49.50$49.809:32 AM10:37 AM11:41 AM12:45 PM1:50 PM2:55 PM3:59 PM49.09

About The Carlyle Group Inc.

https://www.carlyle.com ↗

The Carlyle Group Inc. is a global investment firm specializing in diverse private equity, real assets, and credit investments across multiple sectors and regions, typically holding investments for 3-6 years and targeting companies with enterprise...

INDUSTRY

Asset Management

A SERVICE THE CARLYLE GROUP INC. IS KNOWN FOR

Global Credit

The Carlyle Group's Global Credit segment manages $208.5 billion in assets, offering diverse credit strategies like direct lending and asset-backed finance, and is its fastest-growing and largest division as of September 2025.

COMPETITORS

COMPETITOR
APO COMPARE
ARES COMPARE
BAM COMPARE
BX COMPARE
KKR COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Fund Management Fee$600M $624.3M ▲$596M ▼$668.4M ▲
Performance Allocations-$8.5M $378.3M ▲-$1.1M ▼$270.1M ▲
Incentive Fee$53.8M $59.5M ▲$51.7M ▼$98.9M ▲
Principal Investment Income Loss$87.7M $45.1M ▼$69.6M ▲$69.2M ▼
Segment Reporting Reconciling Item Excluding Corporate Nonsegment$56.5M -$97.1M ▼-$669.4M ▼—

Revenue by Geography

MapREGIONFY2022FY2023FY2024FY2025
Americas$2.56B $1.29B ▼$4.1B ▲$3.28B ▼
EMEA$1.6B $1.32B ▼$1.05B ▼$1.45B ▲
Asia Pacific$274.9M $356M ▲$281.8M ▼$46.6M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
417
LISTED HERE
26
RANKED BY POSITION SIZE
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LB
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4.56% · 7.1K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
48.97%
HOLDERS
867
TOP 12 OF 867 · RANKED BY POSITION SIZE
Blackrock, Inc.
32.5M sh · $2.04B
Vanguard Group Inc
26.4M sh · $1.56B
Blackrock Inc.
22.7M sh · $911.7M
Capital World Investors
20.0M sh · $1.25B
Harris Associates L P
17.7M sh · $743.73M
Morgan Stanley
10.2M sh · $602.33M
State Street Corp
9.9M sh · $623.37M
William Blair Investment Management, LLC
8.7M sh · $548.56M
Millennium Management LLC
8.3M sh · $493.01M
Massachusetts Financial Services Co /Ma/
7.7M sh · $328.58M
Boston Partners
6.2M sh · $386.83M
Alkeon Capital Management LLC
5.9M sh · $250.19M

RATINGS SNAPSHOT

Overall rating: C-

DCFROEROAD/EP/EP/B
Discounted Cash Flow1
Return On Equity2
Return On Assets3
Debt To Equity1
Price To Earnings1
Price To Book1
Overall Score1

TRADES BY CONGRESS

SENATE TRADES
Dave McCormick
Dave McCormick
Purchase
2025-01-10
HOUSE TRADES
Shri Thanedar
Shri Thanedar
Sale (Partial)
2023-01-23
 Ro Khanna
Ro Khanna
Sale
2022-07-19
 Thomas Suozzi
Thomas Suozzi
Sale (Full)
2021-11-18

INSIDER TRADES

★
OFFICER: CO-PRESIDENT
Nedelman Jeffrey
Purchase · 6.6K shares
2026-08-26
★
OFFICER: GENERAL COUNSEL
Heinzelman Kate Elizabeth
Purchase · 78 shares
2026-08-26
★
OFFICER: CHIEF ACCOUNTING OFFICER
Andrews Charles Elliott Jr.
Purchase · 304 shares
2026-08-26
★
OFFICER: CHIEF FINANCIAL OFFICER
Plouffe Justin
Purchase · 3.8K shares
2026-08-26

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 3
IN LINE 1
MARKET PERFORM 1
OVERWEIGHT 1
MARKET OUTPERFORM 1
SECTOR PERFORM 1
HOLD 1
NEUTRAL 1
EQUAL WEIGHT 1
OUTPERFORM 1
12 GRADES IN THE LAST 12 MONTHS
Evercore ISI Group IN LINE UBS BUY Keefe, Bruyette & Woods MARKET PERFORM Barclays OVERWEIGHT Citizens MARKET OUTPERFORM RBC Capital SECTOR PERFORM TD Cowen HOLD JP Morgan NEUTRAL

SECTORS PEERS

PEERPRICE
BLK$1164.48COMPARE
BX$142.36COMPARE
KKR$108.68COMPARE
BAM$52.12COMPARE
APO$135.04COMPARE
ARES$142.53COMPARE
OWL$12.02COMPARE
HLNE$106.04COMPARE