Carlyle Group Inc. Experiences Valuation Adjustment Amidst Competitive Capital Markets Landscape
The Carlyle Group Inc., a midcap player in the capital markets sector, has undergone a valuation adjustment, displaying a P/E ratio of 23.72 and strong ROCE of 43.79%. Despite a challenging year-to-date return of -18.03%, the company achieved a one-year return of 21.03%, outperforming the S&P 500. This revision highlights Carlyle's competitive position within the dynamic capital markets industry.
Carlyle Group (CG) to Acquire Majority Stake in MAI Capital at $2.8B Valuation
Carlyle Group (CG) has agreed to acquire a majority stake in MAI Capital Management for over $2.8 billion. This transaction will see Carlyle taking over from previous investors while MAI employees retain significant equity and the firm continues under its current leadership. The investment aims to bolster MAI's capital base and expand its services, leveraging Carlyle's resources to capitalize on growth in advisor-led wealth management.
Carlyle Group Inc. (NASDAQ:CG) Receives Consensus Rating of "Moderate Buy" from Analysts
Carlyle Group Inc. (NASDAQ:CG) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $66.31. The company recently reported Q4 EPS of $1.01, missing estimates, but revenue surged 84.1% year-over-year to $1.90 billion. Carlyle also pays a quarterly dividend of $0.35, and a director recently sold a substantial number of shares.
The Carlyle Group Inc. (CG) stock price, news, quote and history
This article provides a comprehensive overview of The Carlyle Group Inc. (CG) stock, including its current price, historical data, financial performance, and analyst insights. It details Carlyle's investment strategies across various sectors and regions, highlighting its focus on asset management and private equity. The report also features a performance comparison with benchmark indices and other similar companies in the asset management industry.
Carlyle Group Receives 'Moderate Buy' Rating from Analysts
Carlyle Group Inc. (NASDAQ:CG) has received a "Moderate Buy" rating from analysts, with 15 research firms covering the alternative asset manager. Eight analysts recommend buying the stock, while seven suggest holding, leading to an average 12-month price target of $66.31. This mixed outlook reflects both potential upside and cautious stances on the company's future performance.
BMO Lowers The Carlyle Group Inc. (CG) PT Amid Rising BDC Redemptions and Credit Strains
BMO Capital has reduced its price target for The Carlyle Group Inc. (CG) to $58 from $65, maintaining an Outperform rating. This adjustment comes amidst increasing challenges for alternative asset managers, including rising BDC redemptions, credit strains in asset-backed finance, and performance pressures due to AI. Despite these concerns, Carlyle Group, alongside KKR, was recently selected by the U.S. Army to build two large-scale data centers for approximately $2 billion each, highlighting potential future growth.
Carlyle Group Inc. Experiences Revision in Its Stock Evaluation Amid Competitive Landscape
Carlyle Group Inc.'s stock evaluation has been revised, with the current price at $47.40 and a 7.07% return over the past year, underperforming the S&P 500's 16.73%. Despite this, the company exhibits strong financial metrics such as a P/E ratio of 21, a ROCE of 32.12%, and an ROE of 11.46%. Its valuation metrics suggest a higher relative position compared to peers like Raymond James Financial and T. Rowe Price Group.
BMO Lowers The Carlyle Group Inc. (CG) PT Amid Rising BDC Redemptions and Credit Strains
BMO Capital reduced its price target for The Carlyle Group Inc. (CG) to $58 from $65, maintaining an Outperform rating, due to challenges like BDC redemptions, credit strains, and AI-driven performance pressures. Despite this, Carlyle and KKR were recently selected by the U.S. Army for two $2 billion data center projects, leveraging private sector expertise for AI infrastructure. Carlyle, a global investment firm managing over $350 billion, is also noted for insider buying activity.
Carlyle to Expand Wealth Platform With Majority Stake in MAI
Carlyle Group has announced an agreement to acquire a majority stake in MAI Capital Management, a registered investment advisor, valuing the firm at over $2.8 billion. This acquisition is part of Carlyle's strategy to expand its presence in the wealth management sector, complementing its private equity and credit operations with MAI's consistent, fee-based income model. MAI will continue to operate under its current leadership, receiving capital support from Carlyle to enhance its capabilities and client experience.
Carlyle to buy majority stake in MAI Capital at over $2.8 billion valuation
Carlyle Group funds will acquire a majority stake in MAI Capital Management, valuing the wealth management firm at over $2.8 billion. This investment reinforces Carlyle's existing partnership with MAI, acquired through Galway Holdings in 2021, and aims to strengthen MAI's capital base for service expansion. The deal is expected to close in the second quarter of 2026, with existing investors like Galway Holdings and Harvest Partners exiting their positions.
Carlyle Group plans defense fund amid military spending - Bloomberg
Carlyle Group Inc. is reportedly planning to launch a new fund specifically focused on the defense sector to capitalize on increased government military spending and a global push for reindustrialization. This move comes as governments, including the US and European nations, are dedicating significant resources to upgrade their military forces. The unannounced fund aims to invest in expanding the US industrial base and manufacturing capacity.
The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Basf India Coatings Private Limited from BASF India Limited for INR 2.3 billion.
The Carlyle Group Inc. has agreed to acquire Basf India Coatings Private Limited from BASF India Limited for INR 2.3 billion. The acquisition, expected to close in Q2 2026, involves Carlyle acquiring a 100% stake in the coatings company, which reported INR 4.8 billion in revenue and INR 2 billion in net worth for the period ending March 31, 2025. This cash transaction will see Basf India Coatings cease to be a subsidiary of BASF India Limited.
Carlyle Group plans defense fund amid military spending - Bloomberg
Carlyle Group Inc. is reportedly planning to launch a new fund focused on the defense sector to capitalize on increasing government demand for military upgrades and reindustrialization. The move comes as private capital flows into the defense industry, with the US President prioritizing a significant boost to the annual defense budget. Carlyle has approached investors to discuss the fund but has not yet formally marketed it or set a target size.
Carlyle Said to Plan Defense Fund as Governments Hike Spending
Carlyle Group Inc. is reportedly planning to launch a new fund specifically focused on the defense sector. This initiative comes as governments, particularly in the US and Europe, increase their military spending and focus on reindustrialization. The fund aims to capitalize on the growing demand for military upgrades and the expansion of the industrial base and manufacturing.
The Carlyle Group Inc. (NasdaqGS:CG) entered into a definitive agreement to acquire Device & Module Solutions business of OMRON Corporation from OMRON Corporation.
The Carlyle Group Inc. has entered into a definitive agreement to acquire the Device & Module Solutions business from OMRON Corporation. The acquisition, confirmed on March 30, 2026, involves a cash consideration, with an undisclosed value paid for the assets, and is subject to regulatory approvals. OMRON Corporation may retain a minority stake in the business post-acquisition.
How The Carlyle Group Inc. 4.625% Subordinated Notes Due 2061 (CGABL) Affects Rotational Strategy Timing
This article analyzes The Carlyle Group Inc. 4.625% Subordinated Notes Due 2061 (CGABL), highlighting a strong near-term sentiment with a neutral mid and long-term outlook. It identifies an exceptional 13.8:1 risk-reward setup, targeting a 4.0% gain versus a 0.3% risk. The piece also details institutional trading strategies, including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Vanguard disaggregates holdings; reports 0% stake in Carlyle (NASDAQ: CG)
The Vanguard Group has filed an amendment to its Schedule 13G/A, reporting a 0% beneficial ownership stake in Carlyle Group Inc. following an internal realignment effective January 12, 2026. This change means that certain Vanguard subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. While Vanguard itself now reports no beneficial ownership, subsequent filings by these disaggregated entities may show their individual holdings and transactions.
List of 290 Acquisitions by The Carlyle Group (Mar 2026)
The Carlyle Group has completed 290 acquisitions across 37 countries, with significant activity in the United States, United Kingdom, and Germany. The company's peak acquisition year was 2021 with 21 acquisitions, and its most recent acquisition was Nido Home Finance in February 2026 for $232 million. The article details a year-on-year acquisition history and lists recent acquisitions in a table format.
US buyout giant Carlyle in exclusive talks to acquire Korean water purifier firm Chungho Nais - KED Global US buyout giant Carlyle in exclusive talks to acquire Korean water purifier firm Chungho Nais
The Carlyle Group Inc., a major US private equity firm, is in exclusive negotiations to acquire South Korean water purifier manufacturer Chungho Nais Co. The deal is estimated at up to 800 billion won ($532 million). The sale by Chungho's founding family is reportedly motivated by a substantial inheritance tax bill.
BMO Capital Markets Lowers Carlyle Group (NASDAQ:CG) Price Target to $58.00
BMO Capital Markets has reduced its price target for Carlyle Group (NASDAQ:CG) to $58.00 from $65.00, while maintaining an "outperform" rating, indicating a potential 22.34% upside. This adjustment follows the company's recent quarterly earnings where EPS of $1.01 missed estimates, though revenue rose 84.1% year-over-year to $1.90 billion. Insider activity also saw Director David M. Rubenstein sell 500,000 shares for approximately $23.34 million.
Carlyle Group Inc. $CG Shares Purchased by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd significantly increased its holdings in Carlyle Group Inc. ($CG) by 162.3% in the third quarter of the previous year, purchasing over 74,000 shares. Despite this institutional accumulation, Director David M. Rubenstein recently sold a portion of his shares, while company insiders still maintain a substantial ownership. The company reported strong Q3 revenue growth of 84.1% year-over-year, although EPS slightly missed analyst expectations, with full-year EPS projected at $4.48.
The Carlyle Group Inc stock faces pressure after co-founder David Rubenstein's $23 million share sal
The Carlyle Group Inc.'s stock dipped on Nasdaq following co-founder David Rubenstein's sale of 500,000 shares worth $23.34 million on March 19, 2026. This insider transaction has raised questions among investors regarding internal confidence, especially as the company's shares trade above the industry median P/E ratio and face headwinds from high interest rates. Despite the stock's year-to-date decline, analysts maintain an 'Outperform' consensus, highlighting significant upside potential for the global investment firm.
Carlyle Group Director Sells $23M in Shares
Carlyle Group Director David Rubenstein sold 500,000 shares of the company's stock for $23.34 million on March 19, 2026, reducing his stake by 1.79%. This insider transaction provides insight into a possible shift in his confidence or investment strategy regarding the private equity firm. Rubenstein still holds 27,399,644 shares of Carlyle Group, valued at approximately $1.28 billion.
Carlyle group director Rubenstein sells $23.34 million in stock
David M. Rubenstein, a director at Carlyle Group Inc. (NASDAQ:CG), sold 500,000 shares worth $23.34 million on March 19, 2026, and also donated 100,000 shares to charity. This comes as the company has outlined ambitious financial targets for 2028, including significant Fee Related Earnings and a $2 billion share buyback program, while analysts maintain positive ratings.
Carlyle Group (CG) director David Rubenstein sells 500,000 shares
David Rubenstein, a director at Carlyle Group Inc. (CG), reported two transactions involving the company's common stock. He made a charitable gift of 100,000 shares and subsequently sold 500,000 shares in an open-market transaction at $46.68 per share. Following these transactions, Rubenstein now directly owns 27,399,644 shares of Carlyle common stock.
Implied Volatility Spikes for Carlyle Group Options
Implied volatility for Carlyle Group (CG) options, particularly the March 20, 2026, $32.50 call, has significantly increased, signaling market expectations of substantial price movement. This spike occurs despite a cautious analyst outlook, with earnings estimates being revised downward. This situation might present trading opportunities for experienced options traders who sell premium.
Implied Volatility Surging for Carlyle Group Stock Options
Implied volatility for Carlyle Group (CG) stock options is surging, particularly for the March 20, 2026 $32.50 Call, indicating market expectations of a significant price movement. Analysts currently rate Carlyle Group as a Zacks Rank #3 (Hold), with recent downward revisions to earnings estimates. This high implied volatility, despite analyst sentiment, suggests a potential trading opportunity for options traders, especially those looking to sell premium.
Implied Volatility Surging for Carlyle Group Stock Options
Implied volatility for Carlyle Group (CG) stock options is surging, indicating that the market anticipates a significant price movement. This is notable as the company currently holds a Zacks Rank #3 (Hold) in an industry ranking in the Bottom 27%, with analysts revising earnings estimates downward. The high implied volatility could suggest a potential trading opportunity for those looking to sell premium.
Argent Capital Management LLC Decreases Holdings in Carlyle Group Inc. $CG
Argent Capital Management LLC reduced its stake in Carlyle Group Inc. by 3.5% in the fourth quarter, selling over 22,000 shares but still holding 602,893 shares valued at approximately $35.6 million. Carlyle Group reported mixed quarterly results with EPS missing consensus but revenue significantly increasing year-over-year. Analysts have a "Hold" consensus rating with a target price of $65.36.
Implied Volatility Spikes for Carlyle Group Options
The Carlyle Group Inc. (CG) has seen a significant increase in implied volatility for its options, particularly the March 20, 2026, $32.50 call option, indicating market anticipation of large price movements. Despite this, analysts hold a cautious outlook, with a Zacks Rank #3 (Hold) and recent downward revisions to earnings estimates. The article suggests that this high implied volatility could present a trading opportunity for experienced options traders looking to sell premium.
500,000-share sale notice for CG (NASDAQ: CG) filed with SEC
The Carlyle Group Inc. (NASDAQ: CG) has filed a Form 144 with the SEC, indicating a proposed sale of 500,000 shares of Common Stock. These shares were originally acquired on January 1, 2020, through a one-for-one exchange of Carlyle Holdings partnership units. A Form 144 is a notice of intent to sell and does not confirm that the sale has been completed.
Oil Market Underpricing Iran Supply Shock, Carlyle’s Currie Says
Carlyle Group Inc.'s Jeff Currie believes the oil market has not fully priced in the potential supply shock resulting from a US-Israeli conflict with Iran. He describes the current energy market turmoil as a "mirror image of Covid," noting a significant disconnect between paper and physical markets.
Prana Capital Management LP Sells 197,844 Shares of Carlyle Group Inc. $CG
Prana Capital Management LP significantly reduced its stake in Carlyle Group Inc. by selling 197,844 shares in the third quarter, retaining 140,153 shares. Despite a mixed analyst outlook, Carlyle reported strong revenue growth of 84.1% year-over-year. The financial services provider also announced a quarterly dividend of $0.35 per share, yielding 2.9% annually.
Moore Capital Management LP Invests $42.01 Million in Carlyle Group Inc. $CG
Moore Capital Management LP has invested $42.01 million in Carlyle Group Inc. (NASDAQ:CG) by purchasing 670,080 shares in the third quarter. Other institutional investors like Generali Asset Management and Fifth Third Bancorp also adjusted their holdings. Analysts currently have a "Hold" rating on Carlyle Group with an average target price of $65.36.
Lighthouse Investment Partners LLC Sells 42,037 Shares of Carlyle Group Inc. $CG
Lighthouse Investment Partners LLC has significantly reduced its stake in Carlyle Group Inc. by selling 42,037 shares, now holding 65,002 shares valued at approximately $4.08 million. This reduction comes as Carlyle Group reported mixed quarterly results, with EPS of $1.01 against an expected $1.04 but revenue of $1.90 billion, an 84.1% increase year-over-year. Analyst sentiment for CG is currently a "Hold" with a consensus target price of $65.36.
Holocene Advisors LP Increases Stock Position in Carlyle Group Inc. $CG
Holocene Advisors LP increased its stake in Carlyle Group Inc. by 7.9% in the third quarter of 2025, now holding 718,562 shares valued at approximately $45.05 million. Other major institutions like Vanguard Group Inc. also expanded their positions, with institutional investors owning 55.88% of the company's stock. Despite missing EPS estimates, Carlyle's revenue rose 84.1% year-over-year, and the company offers a quarterly dividend of $0.35.
Carlyle Group: Private Credit Fears Create Opportunity (Upgrade) (NASDAQ:CG)
Carlyle Group has been upgraded to 'Buy' due to current private credit market fears creating a significant margin of safety and potential for 20% upside. Despite these concerns, the company exhibits strong financial health with robust fee-related earnings, a solid balance sheet including $2 billion in cash, and a secure 3.1% dividend yield. Long lock-ups, substantial perpetual capital, and growth in secondaries are expected to help CG navigate market volatility and attract future investments.
Carlyle Group Inc. $CG Stock Holdings Lowered by Cinctive Capital Management LP
Cinctive Capital Management LP significantly reduced its stake in Carlyle Group Inc. (NASDAQ:CG) by 47.9% in the third quarter, selling 73,491 shares and retaining 80,050 shares valued at $5.019 million. Despite this reduction, several other institutional investors increased their positions in Carlyle Group. The company has a consensus "Hold" rating from analysts with an average price target of $65.36 and recently announced a quarterly dividend of $0.35 per share.
Bamco Inc. NY Has $10.48 Million Holdings in Carlyle Group Inc. $CG
Bamco Inc. NY significantly reduced its stake in Carlyle Group Inc. (NASDAQ:CG) by 88.8% in the third quarter, reducing its holdings to $10.48 million. Despite this, other institutional investors like Generali Asset Management, Fifth Third Bancorp, New York State Common Retirement Fund, and Vanguard Group Inc. either acquired new stakes or increased their existing positions. Carlyle Group reported mixed financial results, with impressive revenue growth but a slight miss on EPS, while analysts maintain a "Hold" consensus rating with an average target price of $65.36.
Azora Capital LP Has $67.47 Million Stake in Carlyle Group Inc. $CG
Azora Capital LP significantly increased its stake in Carlyle Group Inc. by 79.6% in the third quarter, now holding 1,076,083 shares valued at $67.47 million. This makes Carlyle Group the fund's 10th-largest holding, representing 3.1% of Azora's portfolio. Other institutional investors also adjusted their positions in Carlyle Group, which reported $1.01 EPS and $1.90 billion in revenue for the quarter, along with a quarterly dividend of $0.35.
Carlyle Group Inc. $CG Stock Position Cut by Sirios Capital Management L P
Sirios Capital Management L P reduced its stake in Carlyle Group Inc. (NASDAQ:CG) by 9.7% in the third quarter, selling 44,554 shares and holding 416,140 shares valued at $26.09 million, making it their 8th largest holding. Despite missing EPS estimates, Carlyle's third-quarter revenue increased by 84.1% year-over-year to $1.90 billion, and the company pays a quarterly dividend of $0.35. Carlyle Group currently has a consensus "Hold" rating from analysts with an average price target of $65.36.
Carlyle Group Inc. $CG Shares Sold by Private Management Group Inc.
Private Management Group Inc. decreased its stake in Carlyle Group Inc. by 28.9% in Q3, selling 272,042 shares and retaining 668,828 shares. Carlyle Group recently reported Q4 earnings, missing EPS estimates ($1.01 vs. $1.04 expected) but exceeding revenue expectations with $1.90 billion, an 84.1% year-over-year increase. The firm has a market capitalization of $16.48 billion and declared a quarterly dividend of $0.35 per share, yielding approximately 3.1%.
The Carlyle Group Inc Stock (ISIN: US1498841004) Faces Pressure Amid Analyst Adjustments and Market Volatility
The Carlyle Group Inc has seen a significant stock decline, dropping over 20% year-to-date, with Barclays trimming its price target due to softer capital flows. Despite this, other analysts like TD Cowen see potential for undervaluation, citing Carlyle's operational execution and growth prospects in private equity, credit, and solutions. The company's strong business model, fee-related earnings, and capital allocation strategies position it for future growth, particularly for European investors seeking exposure to U.S.-centric alternatives.
Legal & General Group Plc Sells 283,380 Shares of Carlyle Group Inc. $CG
Legal & General Group Plc reduced its stake in Carlyle Group Inc. (NASDAQ:CG) by 8.4% in the third quarter, selling 283,380 shares, but still owned 3,083,600 shares valued at $193.34 million. Despite this, other institutional investors have either increased or initiated positions in Carlyle Group. The company's stock is currently trading down, and analysts have issued mixed ratings, with a consensus "Hold" rating and an average price target of $65.36.
Barclays lowers The Carlyle Group Inc. (CG) price target to $68
Barclays has reduced its price target for The Carlyle Group Inc. (CG) to $68. This adjustment indicates a revised outlook on the investment firm's valuation by the financial institution.
Barclays Lowers The Carlyle Group Inc. (CG) Price Target to $68
Barclays has lowered its price target for The Carlyle Group Inc. (CG) to $68 from $71, while maintaining an Overweight rating due to revised estimates across the alternative asset manager sector, partly impacted by lower expected capital flows in business development company activities. This contrasts with TD Cowen, which recently raised its price target to $67 and reiterated a Buy rating, citing Carlyle's successful transition to stronger operational execution and compelling earnings potential by 2028. Carlyle, a global investment firm, manages approximately $477 billion in assets.
Carlyle Group Stock Hits Day Low of $48.25 Amid Price Pressure
The Carlyle Group Inc. experienced a 5.36% decline in its stock value, reaching an intraday low of $48.25, contrasting with a broader market drop. Despite this recent downturn and weekly/monthly decreases, the company exhibits strong long-term fundamentals, including a high Return on Equity and consistent positive quarterly results. It maintains a significant market capitalization and institutional ownership, trading at a premium Price to Book ratio, suggesting underlying strength despite current price pressures.
Capital International Investors Sells 370,256 Shares of Carlyle Group Inc. $CG
Capital International Investors has reduced its stake in Carlyle Group Inc. (NASDAQ:CG) by 17.8% during the third quarter, selling 370,256 shares and now owning 1,705,518 shares valued at $106.94 million. Other institutional investors like DMC Group LLC, Savant Capital LLC, and McGowan Group Asset Management Inc. also adjusted their holdings. The report also details Carlyle Group's recent financial performance, dividend announcement, and analyst ratings, noting an average "Hold" rating and a consensus target price of $65.36.
Carlyle Group to sell SierraCol Energy to the Philippines' Prime Infrastructure (CG:NASDAQ)
Carlyle Group has agreed to sell SierraCol Energy, Colombia's largest independent oil and gas exploration and production company, to Prime Infrastructure Capital of the Philippines. The financial terms of the deal were not disclosed. This move comes after a previous report in March 2025 regarding the transaction.
Carlyle Group Inc. $CG Stock Position Raised by Capital International Inc. CA
Capital International Inc. CA increased its stake in Carlyle Group Inc. by 30.9% in the third quarter, now owning 125,360 shares worth $7.86 million. Other institutional investors like Vanguard Group, State Street Corp, Massachusetts Financial Services Co., Alkeon Capital Management, and Geode Capital Management also adjusted their positions in the financial services provider. The company currently holds a "Hold" consensus rating from analysts with an average price target of $65.36 and recently announced a quarterly dividend of $0.35 per share.
