C
58.96
0.94 (1.62%)
| Previous Close | 58.02 |
| Open | 58.44 |
| Volume | 1,285,960 |
| Avg. Volume (3M) | 3,108,644 |
| Market Cap | 21,326,120,960 |
| Price / Earnings (TTM) | 33.12 |
| Price / Earnings (Forward) | 11.72 |
| Price / Sales | 7.23 |
| Price / Book | 3.74 |
| 52 Weeks Range | |
| Earnings Date | 3 Feb 2026 |
| TTM Dividend Yield | 2.37% |
| 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. | Bullish | Bullish |
AIStockmoo Score
1.2
| Analyst Consensus | 1.5 |
| Insider Activity | -1.5 |
| Price Volatility | 2.0 |
| Technical Moving Averages | 0.0 |
| Technical Oscillators | 4.0 |
| Average | 1.20 |
|
The Carlyle Group is one of the world's largest alternative-asset managers, with $447.4 billion in total AUM, including $313.6 billion in fee-earning AUM, at the end of September 2024. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 33% of fee-earning AUM and 57% of base management fees during 2023), global credit (51% and 27%) and investment solutions (16% and 16%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries. |
|
| Sector | Financial Services |
| Industry | Asset Management |
| Investment Style | Mid Value |
| % Held by Insiders | 26.34% |
| % Held by Institutions | 64.29% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Alkeon Capital Management Llc | 30 Sep 2025 | 5,941,316 |
| Ariel Investments, Llc | 30 Sep 2025 | 4,233,386 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 77.00 (TD Cowen, 30.60%) | Buy |
| Median | 67.00 (13.64%) | |
| Low | 57.00 (Evercore ISI Group, -3.32%) | Hold |
| Average | 68.33 (15.89%) | |
| Total | 5 Buy, 4 Hold | |
| Avg. Price @ Call | 55.40 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Barclays | 15 Dec 2025 | 65.00 (10.24%) | Buy | 57.80 |
| 12 Dec 2025 | 68.00 (15.33%) | Buy | 58.35 | |
| UBS | 11 Dec 2025 | 74.00 (25.51%) | Buy | 60.18 |
| Citigroup | 03 Nov 2025 | 71.00 (20.42%) | Buy | 51.81 |
| 13 Oct 2025 | 74.00 (25.51%) | Buy | 58.40 | |
| Evercore ISI Group | 03 Nov 2025 | 57.00 (-3.32%) | Hold | 51.81 |
| JP Morgan | 03 Nov 2025 | 66.00 (11.94%) | Hold | 51.81 |
| Keefe, Bruyette & Woods | 03 Nov 2025 | 64.00 (8.55%) | Hold | 51.81 |
| TD Cowen | 03 Nov 2025 | 77.00 (30.60%) | Buy | 51.81 |
| Morgan Stanley | 21 Oct 2025 | 67.00 (13.64%) | Hold | 58.09 |
| BMO Capital | 03 Oct 2025 | 74.00 (25.51%) | Buy | 63.48 |
| Show more | ||||
| Name | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) |
|---|---|---|---|---|
| RUBENSTEIN DAVID M. | - | 59.73 | -1,250,000 | -74,662,500 |
| Aggregate Net Quantity | -1,250,000 | |||
| Aggregate Net Value ($) | -74,662,500 | |||
| Aggregate Avg. Buy ($) | - | |||
| Aggregate Avg. Sell ($) | 59.73 | |||
| Name | Holder | Date | Type | Quantity | Price | Value ($) |
|---|---|---|---|---|---|---|
| RUBENSTEIN DAVID M. | Director | 10 Dec 2025 | Disposed (-) | 625,000 | 59.73 | 37,331,250 |
| RUBENSTEIN DAVID M. | Director | 10 Dec 2025 | Sell (-) | 625,000 | 59.73 | 37,331,250 |
| TTM Dividend Yield | 2.37% |
| 5Y Average Dividend Yield | 3.05% |
| Payout Ratio | 47.62% |
| Expected Next Dividend Payment | Feb 2026 |
| Ex Date | Announcement Date | Payment Date | Details |
|---|---|---|---|
| 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 % |
|---|---|---|---|
| 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 2025 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |