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USFinancial Services

Carlyle Group Inc (CG)

US · Financial Services · Asset Management

$40.17+0.40%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$1.15B
Revenue YoY
-2.2%
Net profit
$137.1M
Profit YoY
-57.1%
EPS
$1.07
EPS estimate
$0.88
Net margin
11.9%

EPS came in at 1.07 against a street estimate of 0.88 — a beat of 21.6%.

Key statistics

Market cap
$14.76B
P/E
43.6
Forward P/E
8.0
P/B
2.84
Book value
$14.83
EPS (TTM)
$0.95
Dividend yield
3.35%
52-week high
$67.95
52-week low
$39.16
50-day MA
$46.70
200-day MA
$50.71
Beta
1.83

Analyst view

Analysts rate Carlyle Group Inc a buy (8 buy, 8 hold, 1 sell out of 17) with an average price target of $58.24.

From the latest earnings call · 2026-08-05

CONFIDENT Record Q2 earnings with $472M distributable earnings, $358M FRE (+11% YoY), $485B AUM. Strong fundraising ($56B last 12mo) entering 'super cycle.' $37B returned to clients last year. Q2 2026 U.S. economy expanding 2–2.5% real terms, 6% corporate revenue growth. AI CapEx boom benefiting Asia. Europe performing better than market perception despite energy impacts. Analysts pressed on fundraising timing, wealth strategy details, and capital market fee sustainability. Management deferred specific quarter-by-quarter guidance but reiterated broad momentum, strategic positioning in defense/AI, and margin management discipline. 2026-08-05…

Full summary in the app.

Shareholding

Insiders
26.42%
Institutions
65.05%

Largest institutional holders

FundStake
BlackRock Inc8.71%
Harris Associates L.P.4.96%
Vanguard Portfolio Management, LLC3.32%
Capital World Investors3.32%
Vanguard Capital Management, LLC3.20%
Morgan Stanley - Brokerage Accounts2.85%
State Street Corp2.72%
Massachusetts Financial Services Company2.15%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
THE CARLYLE GROUP INC. – FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $28,195.6 million (down from $29,116.0 m
2026-08-10
Results announced · Q3 2026
CARLYLE GROUP INC. - Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net income attributable to common stockholders: $137 million in Q2 2026, or $0.37
2026-08-05
Board / officer change · Q2 2026
CARLYLE GROUP INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 3, 2026 • 13 directors elected to one-year terms • Board compensation p
2026-06-05
Board / officer change · Q2 2026
CARLYLE GROUP INC. (CG) – FORM 8-K SUMMARY OTHER NOTABLE POINTS • General Counsel Transition: Jeffrey W. Ferguson, General Counsel of The Carlyle Gr
2026-06-01
Quarterly report · Q1 2026
THE CARLYLE GROUP INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net loss: $(132.2) million in Q1 2026, compared to net income of $130.0 million in
2026-05-08
Results announced · Q2 2026
CARLYLE GROUP INC. – Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Net loss attributable to common stockholders: $132.2 million ($0.37 per di
2026-05-07
Proxy statement · Q2 2026
CARLYLE GROUP INC. — PROXY STATEMENT SUMMARY CEO COMPENSATION • Harvey M. Schwartz (CEO) 2025 Total Compensation: Not explicitly stated in provided
2026-04-23
Annual report FY2025
THE CARLYLE GROUP INC. – FORM 10-K SUMMARY (FISCAL YEAR ENDED DECEMBER 31, 2025) HEADLINE NUMBERS • Assets Under Management (AUM): $477 billion as o
2026-02-27

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.35 / share
ex-date Aug 17, 2026 · pay Aug 26, 2026
2026-08-17
Dividend$0.35 / share
ex-date May 18, 2026 · pay May 28, 2026
2026-05-18
Dividend$0.35 / share
ex-date Feb 13, 2026 · pay Feb 20, 2026
2026-02-13
Dividend$0.35 / share
ex-date Nov 10, 2025 · pay Nov 19, 2025
2025-11-10
Dividend$0.35 / share
ex-date Aug 18, 2025 · pay Aug 28, 2025
2025-08-18

Deals & corporate news

AnnouncementDate
Company announces growth outlook and financial objectives
The Carlyle Group Inc. issued an 8-K filing on February 26, 2026, announcing its growth outlook and financial objectives during a shareholder update. The company released a press release and
2026-02-26

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Data updated 2026-09-18.