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CG NASDAQ

The Carlyle Group Inc.
1W: +3.3% 1M: -2.5% 3M: -13.8% YTD: -36.3% 1Y: -33.7% 3Y: +48.9% 5Y: -16.4%
$38.53
-0.22 (-0.57%)
 
Weekly Expected Move ±4.8%
$35 $37 $39 $40 $42
NASDAQ · Financial Services · Asset Management · Tech Score Neutral · Power 44 · $13.7B mcap · 259M float · 1.40% daily turnover · Short 64% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $66.0M held by 90 funds, 106 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Smart Money Score
Moderate 50
Insider—
Congress—
ETF Holdings—
Key Statistics
Market Cap$13.7B
52W Range35.41-67.3
Volume2,193,671
Avg Volume3,612,537
Beta1.87
Dividend$1.40
Analyst Ratings
14 Buy 11 Hold 1 Sell
Consensus Buy
Company Info
CEOHarvey Mitchell Schwartz
Employees2,500
SectorFinancial Services
IndustryAsset Management
IPO Date2012-05-03
1001 Pennsylvania Avenue, NW
Washington, DC 20004-2505
US
202 729 5626
About The Carlyle Group Inc.

The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led leveraged buyouts, privatizations, and divestitures, as well as strategic minority equity investments. The firm also allocates capital to structured credit opportunities, global distressed and corporate situations, and small-to-middle market enterprises. Its venture and growth capital activities span the full spectrum, from seed/startup and early-stage funding to emerging growth, turnaround situations, mid-venture, late-venture, and Private Investment in Public Equity (PIPES). Carlyle structures its investments across four primary segments: Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. Carlyle's investment interests are remarkably broad, covering an extensive array of sectors worldwide. These include major industries like industrials (such as manufacturing, building products, chemicals, and metals), consumer and retail (including food and beverage, consumer products, and services), aerospace and defense, technology (covering software, semiconductors, and communications infrastructure), healthcare (services, pharmaceuticals, and medical devices), energy and power, real estate (from office and hotel properties to residential and specialized segments like student housing and senior living), financial services, transportation, telecommunications, media, business services, agribusiness, fintech, utilities, and gaming. The firm actively seeks out growing businesses, including those with overleveraged balance sheets. Typically, Carlyle aims to hold its investments for four to six years, although some may be held for three to five years, with specific mandates for automotive and transportation sector holdings also falling within the four-to-six-year range. With a significant global footprint, Carlyle actively invests across North America (including specific U.S. regions, Mexico, Argentina, Brazil, Chile, and Peru), Europe (encompassing Western, Central-Eastern, and Nordic regions), Asia (including India, Southeast Asia, Korea, Japan, and China), Australia, New Zealand, the Middle East, and both Sub-Saharan and North Africa. Carlyle is flexible regarding its ownership stake, often taking either a majority or a minority position, and frequently acts as the lead equity investor, originating and structuring transactions. The Carlyle Group Inc. was founded in 1987 and is headquartered in Washington, D.C.

Recent Insider Trades

NameTypeSharesPriceDate
Rubenstein David M. G-Gift 100,000 — 2026-09-11
Rubenstein David M. S-Sale 400,000 $42.74 2026-09-11
Nedelman Jeffrey A-Award 6,615 — 2026-08-26
Heinzelman Kate Eliz A-Award 78 — 2026-08-26
Andrews Charles Elli A-Award 304 — 2026-08-26

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms