43.07
-1.04 (-2.36%)
USD · NASDAQ
52-week range
39.32
67.95
Trading at 13% of the 52-week range
Market Cap
15.72B
P/E Ratio
47.95
Forward P/E
8.79
Book Value
14.83
Div. Yield
3.05%
% Institutions
65.09%
% Insiders
26.56%

1 Year

-32.5%

3 Year

+45.5%

10 Year

+312.1%
Description

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

Company Information

Company Name
Carlyle Group Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NASDAQ
ISIN: US14316J1088
CIK: 0001527166
CUSIP: 14316J108
Currency: USD
Full Time Employees: 2,500
Phone: (202) 729-5626
Website: carlyle.com
Fiscal Year End: December
IPO Date: May 03, 2012
Description:

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

Address:

1001 Pennsylvania Avenue, NW, Washington, DC, United States, 20004-2505

People

Directors & Officers

Name Title Year Born
Mr. Harvey Mitchell Schwartz Partner, CEO & Director 1965
Ms. Lindsay P. Lobue Chief Operating Officer 1975
Ms. Afsaneh Mashayekhi Beschloss Director & Member of the Board of Directors NA
Mr. James H. Hance Jr., CPA Operating Executive, Director & Member of Board of Director 1944
Mr. William J. Shaw Member of Board of Directors & Director 1946
Ms. Lawton Wehle Fitt Member of Board of Directors & Director 1953
Mr. Anthony Welters J.D. Member of Board of Directors & Director 1955
Mr. Derica W. Rice Director & Member of Board of Directors 1965
Ms. Linda Hefner Filler Member of Board of Directors & Director 1960
Mr. David Mark Rubenstein J.D. Co-Founder & Co-Chairman of the Board 1949

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 19, 2026 David M Rubenstein N/A Sale 500.00K $46.68 $23.34M
Dec 10, 2025 David M Rubenstein N/A Sale 625.00K $56.55 $35.34M
Aug 12, 2025 Jeffrey W Ferguson N/A Sale 202.61K $64.23 $13.01M
Aug 11, 2025 Jeffrey W Ferguson N/A Sale 97.39K $62.37 $6.07M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 31.02M Mar 31, 2026 8.71% $0.03 1.07%
Harris Associates L.P. 17.66M Jun 30, 2026 4.96% $0.99 6.50%
Vanguard Portfolio Management, LLC 11.82M Mar 31, 2026 3.32% $0.03 0.00%
Capital World Investors 11.81M Jun 30, 2026 3.32% $0.06 -33.73%
Vanguard Capital Management, LLC 11.39M Mar 31, 2026 3.20% $0.01 0.00%
Morgan Stanley - Brokerage Accounts 10.17M Mar 31, 2026 2.85% $0.03 -0.17%
State Street Corp 9.68M Mar 31, 2026 2.72% $0.02 1.42%
Massachusetts Financial Services Company 7.65M Mar 31, 2026 2.15% $0.13 -1.12%
Alkeon Capital Management, LLC 5.94M Jun 30, 2026 1.67% $0.34 0.00%
William Blair Investment Management, LLC 5.91M Jun 30, 2026 1.66% $0.75 -6.13%
Geode Capital Management, LLC 5.15M Mar 31, 2026 1.45% $0.02 2.98%
Ariel Investments, LLC 4.55M Jun 30, 2026 1.28% $1.91 14.24%
FMR Inc 3.70M Mar 31, 2026 1.04% $0.01 56.53%
NORGES BANK 3.65M Jun 30, 2026 1.02% $0.02 -25.23%
Legal & General Group PLC 3.50M Mar 31, 2026 0.98% $0.04 7.42%
Dimensional Fund Advisors, Inc. 3.00M Jun 30, 2026 0.84% $0.02 -1.66%
UBS Group AG 2.90M Mar 31, 2026 0.81% $0.02 14.42%
Ameriprise Financial Inc 2.72M Mar 31, 2026 0.76% $0.03 8.63%
Northern Trust Corp 2.50M Mar 31, 2026 0.70% $0.02 0.68%
Bank of New York Mellon Corp 2.05M Mar 31, 2026 0.57% $0.02 1.14%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 American Funds Income Fd of Amer A 11.35M 3.18% ▲ 0.00% Jun 30, 2026
2 iShares Core S&P Mid-Cap ETF 9.08M 2.55% ▲ 0.04% Aug 31, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 8.03M 2.25% ▲ 0.31% Jul 31, 2026
4 Oakmark Investor 7.16M 2.01% ▲ 6.64% Jun 30, 2026
5 Vanguard Small Cap Index 5.79M 1.63% ▲ 0.22% Jul 31, 2026
6 Vanguard Windsor II Inv 5.15M 1.45% ▲ 0.00% Jun 30, 2026
7 Vanguard MStar Small Cap Value Index 3.68M 1.03% ▲ 0.27% Jul 31, 2026
8 MFS Mid Cap Growth Equity 3.64M 1.02% ▲ 0.00% Jun 30, 2026
9 MFS Mid Cap Growth A 3.64M 1.02% ▲ 0.00% Jul 31, 2026
10 Vanguard Institutional Extnd Mkt Idx Tr 2.98M 0.84% ▲ 0.34% Jul 31, 2026

Financial Highlights

Market Cap: $15.72B
EBITDA: $1.25B
P/E Ratio: $47.95
PEG Ratio: $0.78
Book Value: $14.83
Dividend/Share: $1.40
Dividend Yield: 3.05%
Earnings/Share: $0.92
Profit Margin: 13.01%
Operating Margin: 26.86%
ROA (TTM): 2.03%
ROE (TTM): 7.77%
Revenue (TTM): $2.80B
Revenue/Share (TTM): $7.79
Earnings Growth (YOY): -57.50%
Revenue Growth (YOY): -32.90%

Valuation Metrics

Enterprise Value: $29.90B
Trailing P/E: 47.95
Forward P/E: 8.79

Shares Statistics

Shares Outstanding: 356.33M
Shares Float: 258.11M
% Insiders: 26.56%
% Institutions: 65.09%
Short % Float: 7.52%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$4.90B
Cost of Goods Sold
adjust
$-1.67B
Gross Profit
subtotal
$3.23B
SG&A
adjust
$-784.30M
Other Operating Expense
adjust
$-1.16B
Operating Income
subtotal
$1.28B
Other / Non-Operating Items
adjust
$-474.20M
Net Income
subtotal
$808.70M

Earnings Per Share (EPS) History

Financial Ratios

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