C
51.99
-2.47 (-4.54%)
| Previous Close | 54.46 |
| Open | 53.05 |
| Volume | 3,463,084 |
| Avg. Volume (3M) | 2,818,272 |
| Market Cap | 18,737,741,824 |
| Price / Earnings (TTM) | 29.21 |
| Price / Earnings (Forward) | 12.44 |
| Price / Sales | 6.11 |
| Price / Book | 3.81 |
| 52 Weeks Range | |
| Earnings Date | 7 May 2026 |
| TTM Dividend Yield | 2.69% |
| Profit Margin | 21.53% |
| Operating Margin (TTM) | 19.82% |
| Diluted EPS (TTM) | 2.94 |
| Quarterly Revenue Growth (YOY) | 56.10% |
| Quarterly Earnings Growth (YOY) | 98.20% |
| Total Debt/Equity (MRQ) | 163.80% |
| Current Ratio (MRQ) | 1.80 |
| Operating Cash Flow (TTM) | -1.18 B |
| Return on Assets (TTM) | 5.12% |
| Return on Equity (TTM) | 18.98% |
Market Trend
| Short Term | Medium Term | ||
| Industry | Asset Management (US) | Bearish | Bearish |
| Asset Management (Global) | Bearish | Bearish | |
| Stock | The Carlyle Group Inc. | Mixed | Bullish |
AIStockmoo Score
1.0
| Analyst Consensus | 1.0 |
| Insider Activity | 0.0 |
| Price Volatility | 2.0 |
| Technical Moving Averages | 2.5 |
| Technical Oscillators | -0.5 |
| Average | 1.00 |
|
The Carlyle Group is one of the world's largest alternative-asset managers, with $447.4 billion in total AUM, including $313.6 billion in fee-earning AUM, at the end of September 2024. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 33% of fee-earning AUM and 57% of base management fees during 2023), global credit (51% and 27%) and investment solutions (16% and 16%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries. |
|
| Sector | Financial Services |
| Industry | Asset Management |
| Investment Style | Mid Value |
| % Held by Insiders | 26.34% |
| % Held by Institutions | 64.29% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Harris Associates L P | 31 Dec 2025 | 15,198,269 |
| Alkeon Capital Management Llc | 31 Dec 2025 | 5,941,316 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 69.00 (RBC Capital, 32.72%) | Buy |
| Median | 67.00 (28.87%) | |
| Low | 62.00 (Evercore ISI Group, 19.25%) | Hold |
| Average | 66.33 (27.58%) | |
| Total | 4 Buy, 2 Hold | |
| Avg. Price @ Call | 54.87 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Barclays | 02 Mar 2026 | 68.00 (30.79%) | Buy | 51.99 |
| 09 Feb 2026 | 71.00 (36.56%) | Buy | 59.21 | |
| RBC Capital | 27 Feb 2026 | 69.00 (32.72%) | Buy | 51.99 |
| 24 Feb 2026 | 67.00 (28.87%) | Buy | 50.89 | |
| TD Cowen | 27 Feb 2026 | 67.00 (28.87%) | Buy | 51.99 |
| 14 Jan 2026 | 76.00 (46.18%) | Buy | 65.56 | |
| UBS | 20 Feb 2026 | 65.00 (25.02%) | Buy | 53.23 |
| 13 Jan 2026 | 81.00 (55.80%) | Buy | 65.49 | |
| JP Morgan | 10 Feb 2026 | 67.00 (28.87%) | Hold | 57.68 |
| Evercore ISI Group | 22 Jan 2026 | 62.00 (19.25%) | Hold | 62.35 |
| Name | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) |
|---|---|---|---|---|
| ANDREWS CHARLES ELLIOTT JR. | 53.23 | - | 343 | 18,258 |
| FERGUSON JEFFREY W. | 53.23 | - | 1,070 | 56,956 |
| JENKINS MARK DAVID | 53.23 | - | 6,424 | 341,950 |
| LOBUE LINDSAY | 53.23 | - | 2,625 | 139,729 |
| NEDELMAN JEFFREY | 53.23 | - | 6,507 | 346,368 |
| PLOUFFE JUSTIN | 53.23 | - | 3,431 | 182,632 |
| REDETT JOHN C. | 53.23 | - | 9,114 | 485,138 |
| SCHWARTZ HARVEY M | 53.23 | - | 17,457 | 929,236 |
| Aggregate Net Quantity | 46,971 | |||
| Aggregate Net Value ($) | 2,500,266 | |||
| Aggregate Avg. Buy ($) | 53.23 | |||
| Aggregate Avg. Sell ($) | - | |||
| Name | Holder | Date | Type | Quantity | Price | Value ($) |
|---|---|---|---|---|---|---|
| LOBUE LINDSAY | Officer | 20 Feb 2026 | Acquired (+) | 2,625 | 53.23 | 139,729 |
| SCHWARTZ HARVEY M | Officer | 20 Feb 2026 | Acquired (+) | 17,457 | 53.23 | 929,236 |
| FERGUSON JEFFREY W. | Officer | 20 Feb 2026 | Acquired (+) | 1,070 | 53.23 | 56,956 |
| NEDELMAN JEFFREY | Officer | 20 Feb 2026 | Acquired (+) | 6,507 | 53.23 | 346,368 |
| PLOUFFE JUSTIN | Officer | 20 Feb 2026 | Acquired (+) | 3,431 | 53.23 | 182,632 |
| JENKINS MARK DAVID | Officer | 20 Feb 2026 | Acquired (+) | 6,424 | 53.23 | 341,950 |
| ANDREWS CHARLES ELLIOTT JR. | Officer | 20 Feb 2026 | Acquired (+) | 343 | 53.23 | 18,258 |
| REDETT JOHN C. | Officer | 20 Feb 2026 | Acquired (+) | 9,114 | 53.23 | 485,138 |
| Date | Type | Details |
|---|---|---|
| 02 Feb 2026 | Announcement | Carlyle to Host 2026 Shareholder Update |
| 30 Jan 2026 | Announcement | /C O R R E C T I O N -- Stone Canyon Industries Holdings/ |
| 27 Jan 2026 | Announcement | Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Financial Results for the Fourth Quarter and Full Year Ended December 31, 2025 |
| 27 Jan 2026 | Announcement | Resonetics to Acquire Resolution Medical, Expanding Capabilities in Neuromodulation and Structural Heart Markets |
| 22 Jan 2026 | Announcement | Carlyle Credit Income Fund Schedules First Quarter 2026 Financial Results and Investor Conference Call |
| 18 Dec 2025 | Announcement | Vantage Group Holdings to be acquired by Howard Hughes Holdings |
| 05 Dec 2025 | CNBC | $208 million wiped out: Yieldstreet investors rack up more losses as firm rebrands to Willow Wealth |
| TTM Dividend Yield | 2.69% |
| 5Y Average Dividend Yield | 2.89% |
| Payout Ratio | 47.62% |
| Expected Next Dividend Payment | May 2026 |
| Ex Date | Announcement Date | Payment Date | Details |
|---|---|---|---|
| 13 Feb 2026 | 05 Feb 2026 | 20 Feb 2026 | 0.35 Cash |
| 10 Nov 2025 | 23 Oct 2025 | 19 Nov 2025 | 0.35 Cash |
| 18 Aug 2025 | 24 Jul 2025 | 28 Aug 2025 | 0.35 Cash |
| 19 May 2025 | 23 Apr 2025 | 27 May 2025 | 0.35 Cash |
| 21 Feb 2025 | 05 Feb 2025 | 28 Feb 2025 | 0.35 Cash |
| 18 Nov 2024 | 24 Oct 2024 | 25 Nov 2024 | 0.35 Cash |
| 16 Aug 2024 | 24 Jul 2024 | 26 Aug 2024 | 0.35 Cash |
| 13 May 2024 | 24 Apr 2024 | 21 May 2024 | 0.35 Cash |
| 22 Feb 2024 | 06 Feb 2024 | 01 Mar 2024 | 0.35 Cash |
| 20 Nov 2023 | 03 Nov 2023 | 29 Nov 2023 | 0.35 Cash |
| 14 Aug 2023 | 25 Jul 2023 | 23 Aug 2023 | 0.35 Cash |
| 15 May 2023 | 25 Apr 2023 | 23 May 2023 | 0.35 Cash |
| 21 Feb 2023 | 01 Feb 2023 | 01 Mar 2023 | 0.325 Cash |
| 17 Nov 2022 | 27 Oct 2022 | 25 Nov 2022 | 0.325 Cash |
| 08 Aug 2022 | 21 Jul 2022 | 16 Aug 2022 | 0.325 Cash |
| 09 May 2022 | 21 Apr 2022 | 17 May 2022 | 0.325 Cash |
| 14 Feb 2022 | 02 Feb 2022 | 23 Feb 2022 | 0.25 Cash |
| 08 Nov 2021 | 21 Oct 2021 | 17 Nov 2021 | 0.25 Cash |
| 09 Aug 2021 | 22 Jul 2021 | 17 Aug 2021 | 0.25 Cash |
| 10 May 2021 | 22 Apr 2021 | 19 May 2021 | 0.25 Cash |
| 12 Feb 2021 | 03 Feb 2021 | 23 Feb 2021 | 0.25 Cash |
| 09 Nov 2020 | 22 Oct 2020 | 17 Nov 2020 | 0.25 Cash |
| 10 Aug 2020 | 23 Jul 2020 | 18 Aug 2020 | 0.25 Cash |
| 11 May 2020 | 23 Apr 2020 | 19 May 2020 | 0.25 Cash |
| 14 Feb 2020 | 04 Feb 2020 | 25 Feb 2020 | 0.25 Cash |
| 08 Nov 2019 | 24 Oct 2019 | 19 Nov 2019 | 0.31 Cash |
| 09 Aug 2019 | 30 Jul 2019 | 19 Aug 2019 | 0.43 Cash |
| 10 May 2019 | 24 Apr 2019 | 21 May 2019 | 0.19 Cash |
| 15 Feb 2019 | 05 Feb 2019 | 26 Feb 2019 | 0.43 Cash |
| 09 Nov 2018 | 24 Oct 2018 | 20 Nov 2018 | 0.42 Cash |
| 10 Aug 2018 | 25 Jul 2018 | 17 Aug 2018 | 0.22 Cash |
| 10 May 2018 | 25 Apr 2018 | 17 May 2018 | 0.27 Cash |
| 16 Feb 2018 | 06 Feb 2018 | 27 Feb 2018 | 0.33 Cash |
| 09 Nov 2017 | 24 Oct 2017 | 16 Nov 2017 | 0.56 Cash |
| 10 Aug 2017 | 01 Aug 2017 | 21 Aug 2017 | 0.42 Cash |
| 11 May 2017 | 26 Apr 2017 | 22 May 2017 | 0.1 Cash |
| 16 Feb 2017 | 07 Feb 2017 | 28 Feb 2017 | 0.16 Cash |
| 04 Nov 2016 | 25 Oct 2016 | 16 Nov 2016 | 0.5 Cash |
| 11 Aug 2016 | 26 Jul 2016 | 24 Aug 2016 | 0.63 Cash |
| 12 May 2016 | 26 Apr 2016 | 25 May 2016 | 0.26 Cash |
| 19 Feb 2016 | 09 Feb 2016 | 02 Mar 2016 | 0.29 Cash |
| 12 Nov 2015 | 27 Oct 2015 | 24 Nov 2015 | 0.56 Cash |
| 17 Aug 2015 | 28 Jul 2015 | 27 Aug 2015 | 0.89 Cash |
| 13 May 2015 | 28 Apr 2015 | 22 May 2015 | 0.33 Cash |
| 19 Feb 2015 | 10 Feb 2015 | 06 Mar 2015 | 1.61 Cash |
| 06 Nov 2014 | 28 Oct 2014 | 21 Nov 2014 | 0.16 Cash |
| 07 Aug 2014 | 29 Jul 2014 | 22 Aug 2014 | 0.16 Cash |
| 12 May 2014 | 29 Apr 2014 | 22 May 2014 | 0.16 Cash |
| 27 Feb 2014 | 18 Feb 2014 | 11 Mar 2014 | 1.4 Cash |
| 14 Nov 2013 | 05 Nov 2013 | 27 Nov 2013 | 0.16 Cash |
| 15 Aug 2013 | 06 Aug 2013 | 30 Aug 2013 | 0.16 Cash |
| Show more | |||
Annual Dividend Yield
| Year | Annual Dividend ($) | Frequency/Year | Yield % |
|---|---|---|---|
| 2026 | 0.350 | 1 | 0.67 |
| 2025 | 1.40 | 4 | 2.37 |
| 2024 | 1.40 | 4 | 2.77 |
| 2023 | 1.38 | 4 | 3.38 |
| 2022 | 1.23 | 4 | 4.11 |
| 2021 | 1.00 | 4 | 1.82 |
| 2020 | 1.00 | 4 | 3.18 |
| 2019 | 1.36 | 4 | 4.24 |
| 2018 | 1.24 | 4 | 7.87 |
| 2017 | 1.24 | 4 | 5.42 |
| 2016 | 1.68 | 4 | 11.02 |
| 2015 | 3.39 | 4 | 21.70 |
| 2014 | 1.88 | 4 | 6.84 |
| 2013 | 0.320 | 2 | 0.90 |
| Show more | |||
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
| Realized Profit | - |
| Unrealized Profit | - |
| Dividend Received 2026 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |