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CG

The Carlyle Group Inc.

NASDAQ • United states

$37.31

+$0.75

(+2.05%)

Source: Yahoo Finance · Quote time Oct 20, 2026 20:00 GMT+0000

Catalyst Evidence

No verified catalyst stored yet

Click “View” to see the stored chain of evidence (if available).

Management
Credibility
Score

The Carlyle Group Inc. (CG)

Unavailable

Quotes may be delayed

$13.29B

Market Cap

2,863,428

Volume

36.5

P/E Ratio

3.73%

Div Yield

The Carlyle Group Inc. Price Chart

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Management Credibility Analysis

Unavailable

Verified Management Score Unavailable

Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed

Verified Catalysts Unavailable

No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive: Not disclosed
Headquarters: C/O THE CARLYLE GROUP, WASHINGTON, DC
Founded: Not disclosed

📈 Company Timeline

Major business events

Positive

Negative

Neutral

14 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in The Carlyle Group Inc..

10 Aug 2026

The Carlyle Group Inc. securities registration filing

The Carlyle Group Inc. filed a registration or prospectus document concerning securities.

10 Aug 2026

The Carlyle Group Inc. filed Form 10-Q

The Carlyle Group Inc. submitted Form 10-Q to the SEC for the period ending Jun 30, 2026.

4 Aug 2026

The Carlyle Group Inc. reported Operating or financial results

The Carlyle Group Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

27 Jul 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in The Carlyle Group Inc..

Capital Structure & Financial Position

Financial strength and liquidity analysis

Cash and equivalents (USD)$1.26B

Total assets (USD)$28.20B

Total liabilities (USD)$20.98B

Long-term debt (USD)$2.28B

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated 30 Jun 2026

Peer Comparison - Finance

Company	Price	Market Cap
JPM - JPMorgan Chase & Co.	$335.19 Yahoo Finance	$891.00B
BAC - Bank of America Corporation	$50.88 Yahoo Finance	$355.79B
HSBC - HSBC Holdings plc	$93.54 Yahoo Finance	$321.15B
MS - Morgan Stanley	$182.42 Yahoo Finance	$286.50B
GS - The Goldman Sachs Group, Inc.	$890.68 Yahoo Finance	$259.34B

📋 Corporate Actions

Recent and upcoming corporate events

Verified Corporate Actions Unavailable

Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis

Quarter	Revenue (USD)	Operating income	Net income	Diluted EPS (USD)	Filed
Q2 2026	$1.12B	Unavailable	$137.10M	$0.37	10-Q · 10 Aug 2026
Q1 2026	$254.00M	Unavailable	−$132.20M	−$0.37	10-Q · 8 May 2026
Q4 2025	$1.90B	Unavailable	$358.10M	Unavailable	10-K · 27 Feb 2026
Q3 2025	$332.70M	Unavailable	$900,000	$0.00	10-Q · 7 Nov 2025
Q2 2025	$1.57B	Unavailable	$319.70M	$0.87	10-Q · 8 Aug 2025
Q1 2025	$973.10M	Unavailable	$130.00M	$0.35	10-Q · 9 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy

Target: $52.77

41.4% upside potential

📈

Strong Buy

Unavailable

👍

Buy

6

⏸️

Hold

6

📉

Sell

1

13 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved 20 Oct 2026, 21:48 UTC Targets range 41.00–73.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments

Verified Dividend Data Unavailable

Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable

Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity

11

Sep 2026

Rubenstein David M.

Director

Gift

Unavailable per share

100,000 shares

11

Sep 2026

Rubenstein David M.

Director

Open-market sale

$42.74 per share

400,000 shares

26

Aug 2026

Nedelman Jeffrey

Co-President

Grant or award

Unavailable per share

6,615 shares

26

Aug 2026

Heinzelman Kate Elizabeth

General Counsel

Grant or award

Unavailable per share

78 shares

26

Aug 2026

Andrews Charles Elliott Jr.

Chief Accounting Officer

Grant or award

Unavailable per share

304 shares

26

Aug 2026

Plouffe Justin

Chief Financial Officer

Grant or award

Unavailable per share

3,769 shares

26

Aug 2026

Redett John C.

Co-President

Grant or award

Unavailable per share

8,302 shares

26

Aug 2026

SCHWARTZ HARVEY M

Director, Chief Executive Officer

Grant or award

Unavailable per share

19,240 shares

26

Aug 2026

LoBue Lindsay

Chief Operating Officer

Grant or award

Unavailable per share

2,657 shares

Top Shareholders

Blackrock, Inc.

31,984,053 shares

3.093% change

6/30/2026

Vanguard Group Inc

26,368,246 shares

3.673% change

12/31/2025

Harris Associates L P

17,661,625 shares

6.499% change

6/30/2026

Vanguard Portfolio Management Llc

11,830,112 shares

0.089% change

6/30/2026

Capital World Investors

11,813,798 shares

-33.732% change

6/30/2026

Vanguard Capital Management Llc

11,464,474 shares

0.621% change

6/30/2026

Morgan Stanley

9,993,408 shares

-1.76% change

6/30/2026

State Street Corp

9,891,982 shares

2.181% change

6/30/2026

Massachusetts Financial Services Co /Ma/

7,739,524 shares

1.183% change

6/30/2026

Alkeon Capital Management Llc

5,941,316 shares

0% change

6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed 20 Oct 2026, 21:48 UTC· 1 day ago

Research coverage and investment tools

The Carlyle Group Inc. (CG) is a stock listed on the Nasdaq in the United States, in the Finance sector (Investment Managers). Its last price was US$37.31 on 20 Oct 2026. That is 6% of the way from its 52-week low of US$35.41 to its 52-week high of US$67.30. It paid US$1.40 a share in dividends over the last 12 months, a dividend yield of 3.73%. The latest ex-dividend date on file is 17 Aug 2026. Its market capitalisation was US$13.29 billion at that price.

Watch Add to portfolio Set an alert Compare Position size

How position sizing works Dividend yield and total return

Quarter	Revenue	Operating income	Net income	Diluted EPS	Gross margin	Operating margin	Free cash flow	Filed
Q2 2026	$1.12B	Unavailable	$137.10M	$0.37	—	—	−$32.50M	10-Q · 10 Aug 2026 (opens in a new tab)
Q1 2026	$254.00M	Unavailable	−$132.20M	−$0.37	—	—	−$1.27B	10-Q · 8 May 2026 (opens in a new tab)
Q4 2025	$1.90B	Unavailable	$358.10M	Unavailable	—	—	−$1.24B	10-K · 27 Feb 2026 (opens in a new tab)
Q3 2025	$332.70M	Unavailable	$900,000	$0.00	—	—	−$1.58B	10-Q · 7 Nov 2025 (opens in a new tab)
Q2 2025	$1.57B	Unavailable	$319.70M	$0.87	—	—	−$186.30M	10-Q · 8 Aug 2025 (opens in a new tab)
Q1 2025	$973.10M	Unavailable	$130.00M	$0.35	—	—	−$368.80M	10-Q · 9 May 2025 (opens in a new tab)

Cash and equivalents: $1.26B
Total assets: $28.20B
Total liabilities: $20.98B
Long-term debt: $2.28B

SCHEDULE 13G/A · 14 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in The Carlyle Group Inc..
S-8 · 10 Aug 2026

The Carlyle Group Inc. securities registration filing (opens in a new tab)

The Carlyle Group Inc. filed a registration or prospectus document concerning securities.
10-Q · 10 Aug 2026

The Carlyle Group Inc. filed Form 10-Q (opens in a new tab)

The Carlyle Group Inc. submitted Form 10-Q to the SEC for the period ending Jun 30, 2026.
8-K · 4 Aug 2026

The Carlyle Group Inc. reported Operating or financial results (opens in a new tab)

The Carlyle Group Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.
SCHEDULE 13G/A · 27 Jul 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in The Carlyle Group Inc..

Insider	Date	Transaction	Shares	Average price	Filing
Rubenstein David M. Director	11 Sep 2026	Gift (G)	−100,000	—	Form 4 (opens in a new tab)
Rubenstein David M. Director	11 Sep 2026	Open-market sale (S)	−400,000	$42.74	Form 4 (opens in a new tab)
Nedelman Jeffrey Co-President	26 Aug 2026	Grant or award (A)	+6,615	—	Form 4 (opens in a new tab)
Heinzelman Kate Elizabeth General Counsel	26 Aug 2026	Grant or award (A)	+78	—	Form 4 (opens in a new tab)
Andrews Charles Elliott Jr. Chief Accounting Officer	26 Aug 2026	Grant or award (A)	+304	—	Form 4 (opens in a new tab)
Plouffe Justin Chief Financial Officer	26 Aug 2026	Grant or award (A)	+3,769	—	Form 4 (opens in a new tab)
Redett John C. Co-President	26 Aug 2026	Grant or award (A)	+8,302	—	Form 4 (opens in a new tab)
SCHWARTZ HARVEY M Director, Chief Executive Officer	26 Aug 2026	Grant or award (A)	+19,240	—	Form 4 (opens in a new tab)
LoBue Lindsay Chief Operating Officer	26 Aug 2026	Grant or award (A)	+2,657	—	Form 4 (opens in a new tab)

Institution	Report date	Shares	Change
Blackrock, Inc.	6/30/2026	31,984,053	3.093%
Vanguard Group Inc	12/31/2025	26,368,246	3.673%
Harris Associates L P	6/30/2026	17,661,625	6.499%
Vanguard Portfolio Management Llc	6/30/2026	11,830,112	0.089%
Capital World Investors	6/30/2026	11,813,798	-33.732%
Vanguard Capital Management Llc	6/30/2026	11,464,474	0.621%
Morgan Stanley	6/30/2026	9,993,408	-1.76%
State Street Corp	6/30/2026	9,891,982	2.181%
Massachusetts Financial Services Co /Ma/	6/30/2026	7,739,524	1.183%
Alkeon Capital Management Llc	6/30/2026	5,941,316	0%

Previous close: 36.56 USD
Day range: 36.31 – 37.80 USD
52-week range: 35.41 – 67.30 USD
Volume: 2,863,428
Market cap: $13.29B
Average volume: 3,491,337
P/E ratio: 36.5
EPS (FY 2025, diluted): 2.18 USD
Dividends (last 12 months): 1.40 USD
Dividend yield: 3.73%
Ex-dividend date: 17 Aug 2026
Shares outstanding: 356.33M
Beta (5Y monthly): 1.86

Price, ranges and volume: Yahoo Finance (opens in a new tab) Observed 20 Oct 2026, 20:00 UTC· 1 day ago

Average volume and shares: Nasdaq (opens in a new tab) Observed 22 Oct 2026, 06:19 UTC· 14 minutes ago

Dividends: Yahoo Finance dividend history (opens in a new tab) Observed 22 Oct 2026, 06:19 UTC· 14 minutes ago

P/E is market cap ÷ trailing 12-month net income from SEC filings.

EPS: SEC EDGAR company facts (opens in a new tab)

Beta: 5 years of monthly returns against the S&P 500, calculated from Yahoo Finance prices. Market cap is the price × shares outstanding. What dividend yield leaves out: dividend yield vs total return

This research is not available for CG yet

Guidance history

IMPORTANT FINANCIAL DISCLAIMER: The information provided on this platform is for educational and informational purposes only and should not be construed as investment advice. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Take Profits is not a registered investment advisor and does not provide personalized investment advice. Users should conduct their own research and consult with qualified financial professionals before making investment decisions. Market data may be delayed and is provided by third-party sources.