Carlyle Group (The) (CG)
Financials · Alternative Asset Management · NASDAQ
A leading global alternative asset manager providing investment expertise across private equity, credit, and investment solutions.
What Carlyle Group (The) does
The Carlyle Group is a global investment firm that manages assets across three core segments: Global Private Equity, Global Credit, and Global Investment Solutions. The company operates through a variety of investment vehicles, including carry funds, where it earns management fees and performance-based carried interest when specified investment returns are achieved. Carlyle invests across a diverse range of industries and geographies on behalf of institutional and private investors.
Themes: alternative assets, private equity, private credit, institutional asset management, wealth management, carried interest
Fundamentals
- Price$49.37 as of 2026-08-21 close
- Market cap$17.6B as of 2026-08-21
- 1-year return-20.8% 2025-08-21 close $62.30 → 2026-08-21 close $49.37
- P/E33.51 as of 2026-08-24
- Net margin+13.5% as of 2026-08-24
- Gross margin+70.2% as of 2026-08-24
- ROE+9.7% as of 2026-08-24
- Debt / equity2.62 as of 2026-08-24
- Revenue growth (YoY)-28.9% as of 2026-08-24
- Revenue CAGR (3y)+2.5% SEC XBRL
- Beta1.87 as of 2026-08-24
- Last reported earnings2026-08-05 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +4.3%; at least 3 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How CG compares in its sector
- price-to-earnings ratiotop 10% 525 covered Financials peers, as of 2026-08-24
- net profit marginmiddle range 538 covered Financials peers, as of 2026-08-24
- operating marginmiddle range 534 covered Financials peers, as of 2026-08-24
- gross marginmiddle range 176 covered Financials peers, as of 2026-08-24
- return on equitymiddle range 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRbottom 25% 347 covered Financials peers
- indicated dividend yieldmiddle range 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)bottom 10% 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
CG is not currently in any published Top 10 list. Its scores are below.
Long-term score
28.9 #953 of 987 scored · #190 of 191 in Financials
Profitability 45th (operating margin 18.8%, return on equity 9.7%) and financial health 33rd (free cash flow margin 12.7%, debt to equity 2.6); weakest is growth (18th, revenue growth year over year -28.9%, 3-year revenue CAGR 2.5%).
Short-term score
64.0 #77 of 1,704 scored · #14 of 277 in Financials
Volume and participation 99th: trading volume is running unusually high — about 2.3× its 30-day average, a sign of heightened interest; catalysts 59th: analysts have raised their average price target by 0.4% since the prior reading; weakest is trend 57th: a "death cross" — its 50-day average is below its 200-day.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, CG's dividend was covered by reported results (earnings payout 62%). This describes past coverage, not a forecast.
- Earnings payout62% dividends / net income
- Free-cash-flow payoutnot assessable free cash flow was not positive that year
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Carlyle Group (The) looks technically
Carlyle Group (The) (CG) is trading 3.6% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 111 trading days ago — a "death cross", a bearish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 23 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 2 trading days ago (its momentum flipped negative). It made a new 20-day high about 7 trading days ago. It is 29.3% below its highest point of the past year. Trading volume is running unusually high — about 2.3× its 30-day average, a sign of heightened interest.
Trend
8
| Distance from the 200-day | it is trading 3.6% below its 200-day average, the long-term trend line — a long-term downtrend | -3.6% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $45.78 | $45.78 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $51.22 | $51.22 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 8 calendar days ago — the swings before that are what the structure reading is measured on | 8 sessions |
| Wave structure | its recent swings can be read as a completed three-part upward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes above 51.63. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible three-wave upward correction, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 111 trading days ago — a "death cross", a bearish long-term signal | 111 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 23 (a reading of 25+ marks a strong trend) | 22.9 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30) | 56.4 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($47.30 to $52.16) — its "stochastic" reading is 43 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 42.6 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 2 trading days ago (its momentum flipped negative) | 2 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $69.85 | $69.85 |
|---|---|---|
| From the 52-week high | it is 29.3% below its 52-week high (its highest price of the past year) | -29.3% |
| Above the 52-week low | it is 24.7% above its 52-week low (its lowest price of the past year) | +24.7% |
| Below the 52-week high | it is 29.3% below its highest point of the past year | 29.3% |
| Since a 20-day breakout | it made a new 20-day high about 7 trading days ago | 7 sessions |
| Since a 55-day breakout | it made a new 55-day high about 7 trading days ago | 7 sessions |
| All-time high | its highest closing price on record is $69.85 (set on 2025-09-19) | $69.85 |
| Given back of the 52-week move | over the past year its closes ranged ($40.52 to $69.35), and it has recovered roughly a third of its fall from last year’s high — 31% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $58.34 to $59.26. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 30.7% |
| From the all-time high | it is 29.3% below its all-time high | -29.3% |
| Nearest price level | it is trading 0.8% above a support level at $48.99 — a price it turned at six times since 2024-10-23, most recently on 2026-03-23. Since 2024-08-21 it has 6 such levels below the current price and 8 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -0.8% |
| All-time low | its lowest closing price on record is $11.25 (set on 2016-02-11) | $11.25 |
| Above the all-time low | it is 338.8% above its all-time low | +338.8% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 73% of it) | 27th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.78 between its high and its low — about 3.6% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $1.78 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $44.83 and $51.54 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $44.83 – $48.18 – $51.54 |
| Typical daily range (% of price) | its price moves about 3.6% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.6% |
| Stretch from the 200-day average | it is trading 1.0 daily range below its 200-day average price (3.6% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 1.0 daily range below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is running unusually high — about 2.3× its 30-day average, a sign of heightened interest | 2.32× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.4% since the prior reading | +0.4% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
3
| Since a doji | 3 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 3 sessions ago |
|---|---|---|
| Since a hammer | 7 sessions ago, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close | 7 sessions ago |
| Since a bullish engulfing | 6 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 6 sessions ago |
Price gaps
2
| Gap at the open | it opened on 2026-08-21 0.4% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +0.4% |
|---|---|---|
| Gap filled | a 3.0% gap up opened on 2026-08-05 has been "filled" 12 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 12 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 8.3 percentage points (the stock gained 10.7% while the market gained 2.3%) | +8.3% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 6.3 percentage points (the stock gained 9.4% while the market gained 3.1%) | +6.3% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 18.3 percentage points (the stock lost 7.3% while the market gained 11.1%) | -18.3% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 41.2 percentage points (the stock lost 20.8% while the market gained 20.5%) | -41.2% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, MACD momentum is negative, lagging the market over 6 months — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 6.8% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 3.5% of the share price. | +6.8% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is sitting right on the average price paid so far this year, so the typical buyer over that stretch is roughly break-even. That average is $49.59 — a volume-weighted average of daily closes over 158 sessions, not a true tick-by-tick VWAP. | -0.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 1% above the average price paid since it last reported on 2026-08-05 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $48.91 — a volume-weighted average of daily closes over 13 sessions, not a true tick-by-tick VWAP. | +0.9% |
Price levels it has turned at before
CG last closed at $49.37 on 2026-08-21. Since 2024-08-21 it has turned at 6 prices below its last close and 8 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $48.99 | Support | 0.8% below the last close | turned there six times · 2024-10-23 to 2026-03-23 |
| $50.19 | Resistance | 1.6% above the last close | turned there three times · 2024-11-18 to 2025-11-21 |
| $47.84 | Support | 3.1% below the last close | turned there six times · 2025-02-12 to 2026-07-15 |
| $51.90 | Resistance | 5.1% above the last close | turned there twice · 2026-08-05 to 2026-08-13 |
| $46.82 | Support | 5.2% below the last close | turned there four times · 2025-03-26 to 2026-08-12 |
| $53.29 | Resistance | 7.9% above the last close | turned there five times · 2024-10-18 to 2026-05-06 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part upward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $51.63.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
This reading has stood for 2 trading days, since 2026-08-20.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · Unusually heavy trading volume · MACD just crossed bearish (12/26/9) · lagging the market · Trading at this year’s average price paid (anchored VWAP) | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low · volume and relative volume
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.28 mean, 1=Strong Buy…5=Strong Sell) — 17 analysts
- Mean price target$58.06 range $49.00 – $73.00; median $57.00
Analyst estimates, as of 2026-08-19. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for CG
- Consensus EPS estimate$1.07 next reporting period, as of 2026-08-19
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Volatility and cyclicality of financial markets affecting investment performance and fee revenue.","Dependence on the ability to raise new capital and retain key investment professionals.","Regulatory, legal, and reputational risks associated with managing large pools of third-party capital."]
What changed in the latest 10-Q
AI-assisted comparison of CG's 10-Q filed 2026-05-08 against the prior one filed 2025-11-07.
Management's Discussion & Analysis (MD&A)
The two filings could not be meaningfully compared for this section.
Risk Factors
- Added:
- Added reference to 'The Carlyle Group Inc. was formed in Delaware as a partnership on July 18, 2011' in newer filing (2026-05-08)
- Added 'infrastructure credit' to Global Credit carry funds description in newer filing (2026-05-08)
- Removed:
- Removed '(formerly, Global Investment Solutions)' label for Carlyle AlpInvest in newer filing (2026-05-08)
- Reworded:
- Updated Annual Report on Form 10-K reference from 'year ended December 31, 2024, filed with the U.S. Securities and Exchange Commission ("SEC") on February 27, 2025' in older filing (2025-11-07) to 'year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission ("SEC") on February 27, 2026' in newer filing (2026-05-08)
- Changed 'SEC filings and public conference calls' to 'SEC filings, and public conference calls' (added comma) in newer filing (2026-05-08)
- Removed sentence 'The Carlyle Group Inc. was formed in Delaware as a partnership on July 18, 2011. On January 1, 2020' and replaced with unified sentence 'The Carlyle Group Inc. was formed in Delaware as a partnership on July 18, 2011. On January 1, 2020' in newer version structure
- Notes:
- The table of contents page numbers differ between filings (pages 113-115 in newer vs. 131-133 in older), indicating document length difference
- Both texts are incomplete (truncated at same point), limiting full comparison of Risk Factors section content
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for CG — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 4 matched disclosures for CG from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding CG as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 45,130,405
- Reported value $2,183,860,378
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 3 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
CG had 16,750,625 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
CG had 4.70% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 6.2 days to cover at the same settlement.
- Reported short interest (shares) 16,750,625
- Short interest (% of shares outstanding) 4.70%
- Prior settlement (shares) 16,191,229
- Reported change 3.45%
- Days to cover (reported) 6.2
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Blackstone (BX)
- KKR & Co. Inc. (KKR)
- Apollo Global Management (APO)
- Ares Management (ARES)
- TPG Inc. (TPG)
- Blue Owl Capital (OWL)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Carlyle Group (The) (CG) do?
The Carlyle Group is a global investment firm that manages assets across three core segments: Global Private Equity, Global Credit, and Global Investment Solutions. The company operates through a variety of investment vehicles, including carry funds, where it earns management fees and performance-based carried interest when specified investment returns are achieved. Carlyle invests across a diverse range of industries and geographies on behalf of institutional and private investors.
What sector is Carlyle Group (The) (CG) in?
Carlyle Group (The) (CG) is classified in the Financials sector. Its industry is Alternative Asset Management. It trades on NASDAQ.
Does CG pay a dividend?
Yes — Carlyle Group (The) (CG) pays a dividend, with an indicated yield of about 4.30% and at least 3 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Carlyle Group (The)'s (CG) competitors?
Notable peers of Carlyle Group (The) (CG) include Blackstone, KKR & Co. Inc., Apollo Global Management, Ares Management and TPG Inc.. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in CG?
Yes — we hold 4 matched STOCK Act disclosures for CG from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Carlyle Group (The) (CG) overbought or oversold right now?
Carlyle Group (The) (CG) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 56, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on CG come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.