CG

Carlyle Group Inc.

Nasdaq · Investment Advice · Inc. DE · CIK 0001527166
$43.48 -0.11% $15.7B
High Impact Filing (7/10)
Vol
Market Cap$15.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders8 funds
Inst. Value$3.0B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$23.3M
SEC Reports2
Exchange Nasdaq·Sector Investment Advice·Inc. DE·CIK 0001527166·Prev Close $43.53

Recent Activity

Jun 3, 2026 Event
Commission approves Carlyle's acquisition of BASF Coatings, subject to conditions
The European Commission has approved, under the EU Merger Regulation , the proposed acquisition of B
May 28, 2026 Insider
LoBue Lindsay sold 3,120 shares
Chief Operating Officer @ $0.00 ($0.00)
May 28, 2026 Insider
Jenkins Mark David sold 7,634 shares
Co-President @ $0.00 ($0.00)
May 28, 2026 Insider
Plouffe Justin sold 4,077 shares
Chief Financial Officer @ $0.00 ($0.00)
May 21, 2026 short_volume
Short Volume: CG — 60.6% short (0.7M / 1.1M)
Short: 687,579 | Exempt: 852 | TRF Vol: 1,134,866 | Short Ratio: 60.6% | Off-exchange volume (dark p
Apr 9, 2026 SEC
The Carlyle Group announced an upcoming earnings release for Q1 2026, but did not report actual financial results. The p
PRESS-RELEASE — Impact 3/10
Feb 26, 2026 SEC
Carlyle Group announced three-year financial targets including $1.9+ billion in Fee Related Earnings (FRE), $200+ billio
8-K — Impact 7/10
Inst.
NORGES BANK — NEW
4,876,621 shares ($288.3M)

Price Targets

$60.50 +39.1% upside Strong Buy
Current $43.48 Low $43.00 Median $63.00 High $75.00 16 analysts
$43.00 $75.00

Analyst Ratings

Buy71% buy · 24 analysts
4Strong Buy
13Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 TD Cowen MAINTAIN Hold → Hold
May 8, 2026 TD Cowen DOWNGRADE Buy → Hold
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 30, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.93 ▼ -6.3% $0.83 — $1.01 2% YoY 13
Next FY $5.22 ▼ -2.1% $4.90 — $5.52 28% YoY 13
Next Q $1.11 ▼ -7.3% $0.92 — $1.28 16% YoY 12
Current FY $4.09 ▼ -5.8% $3.58 — $4.61 2% YoY 14

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.6B
MORGAN STANLEY$602.3M
NORGES BANK$288.3MNEW
ARIEL INVESTMENTS, LLC$233.5M
FMR LLC$139.9MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026LoBue LindsayA$0.00
May 28, 2026Jenkins MarkA$0.00
May 28, 2026Plouffe JustinA$0.00
May 28, 2026Andrews CharlesA$0.00
May 28, 2026Nedelman JeffreyA$0.00
8 institutional holders with $3.0B total value (50,699,885 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC26,368,246$1.6B52.0%
2MORGAN STANLEY10,189,948$602.3M20.1%
3NORGES BANK4,876,621$288.3M9.6%NEW
4ARIEL INVESTMENTS, LLC3,950,333$233.5M7.8%
5FMR LLC2,366,678$139.9M4.7%DOUBLED +112.1%
6BANK OF AMERICA CORP /DE/1,490,564$88.1M2.9%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,067,055$63.1M2.1%TRIM -28.9%
8WELLS FARGO & COMPANY/MN390,440$23.1M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,876,621$288.3M2025-Q4
FMR LLCDOUBLED1,115,6822,366,678+112.1%$139.9M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM1,474,5561,048,314-28.9%$65.7M2025-Q3
NORGES BANKEXIT2,920,6580-100.0%$0.002025-Q3
NORGES BANKNEW2,920,658$150.1M2025-Q2
FMR LLCTRIM2,584,7811,362,078-47.3%$70.0M2025-Q2
UBS Group AGADD3,201,4334,769,956+49.0%$207.9M2025-Q1
NORGES BANKEXIT882,0060-100.0%$0.002025-Q1
UBS Group AGDOUBLED653,3013,201,433+390.0%$161.6M2024-Q4
CITADEL ADVISORS LLCADD679,8981,315,037+93.4%$66.4M2024-Q4
NORGES BANKTRIM3,526,044882,006-75.0%$44.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,392,177$59.9M2024-Q3
18 unique insiders with 1 transactions. Net insider value: -$23.3M ($0.00 bought, $23.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026LoBue LindsayChief Operating OfficerA3,120$0.00$0.00
May 28, 2026Jenkins Mark DavidCo-PresidentA7,634$0.00$0.00
May 28, 2026Plouffe JustinChief Financial OfficerA4,077$0.00$0.00
May 28, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerA409$0.00$0.00
May 28, 2026Nedelman JeffreyCo-PresidentA7,733$0.00$0.00
May 28, 2026Redett John C.Co-PresidentA10,830$0.00$0.00
May 28, 2026Ferguson Jeffrey W.General CounselA1,274$0.00$0.00
May 28, 2026SCHWARTZ HARVEY MChief Executive OfficerA20,743$0.00$0.00
May 1, 2026FITT LAWTON WDirectorA4,450$0.00$0.00
May 1, 2026BESCHLOSS AFSANEH MASHAYEKHIDirectorA4,450$0.00$0.00
May 1, 2026Rice Derica WDirectorA4,450$0.00$0.00
May 1, 2026WELTERS ANTHONYDirectorA4,450$0.00$0.00
May 1, 2026FILLER LINDADirectorA4,450$0.00$0.00
May 1, 2026ORDAN MARK SDirectorA4,450$0.00$0.00
May 1, 2026SHAW WILLIAM JOSEPHDirectorA4,450$0.00$0.00
May 1, 2026HANCE JAMES H JRDirectorA4,450$0.00$0.00
May 1, 2026Cherwoo ShardaDirectorA4,450$0.00$0.00
Mar 19, 2026Rubenstein David M.DirectorG100,000$0.00$0.00
Mar 19, 2026Rubenstein David M.DirectorSELL500,000$46.68$23.3M
Feb 20, 2026Jenkins Mark DavidCo-PresidentA6,424$0.00$0.00
Feb 20, 2026Redett John C.Co-PresidentA9,114$0.00$0.00
Feb 20, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerA343$0.00$0.00
Feb 20, 2026Plouffe JustinChief Financial OfficerA3,431$0.00$0.00
Feb 20, 2026Nedelman JeffreyCo-PresidentA6,507$0.00$0.00
Feb 20, 2026Ferguson Jeffrey W.General CounselA1,070$0.00$0.00
Feb 20, 2026SCHWARTZ HARVEY MChief Executive OfficerA17,457$0.00$0.00
Feb 20, 2026LoBue LindsayChief Operating OfficerA2,625$0.00$0.00
Feb 14, 2026SCHWARTZ HARVEY MChief Executive OfficerF134,812$54.49$7.3M
Feb 6, 2026Plouffe JustinChief Financial OfficerF46,176$55.41$2.6M
Feb 6, 2026Redett John C.Co-PresidentF86,781$55.41$4.8M
Feb 6, 2026Ferguson Jeffrey W.General CounselF937$55.41$51.9K
Feb 6, 2026LoBue LindsayChief Operating OfficerF75,033$55.41$4.2M
Feb 6, 2026Nedelman JeffreyCo-PresidentF92,352$55.41$5.1M
Feb 6, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerF6,354$55.41$352.1K
Feb 6, 2026Jenkins Mark DavidCo-PresidentF46,176$55.41$2.6M
Feb 1, 2026Nedelman JeffreyCo-PresidentF6,092$58.78$358.1K
Feb 1, 2026Nedelman JeffreyCo-PresidentA217,303$0.00$0.00
Feb 1, 2026Jenkins Mark DavidCo-PresidentF5,812$58.78$341.6K
Feb 1, 2026Jenkins Mark DavidCo-PresidentA144,488$0.00$0.00
Feb 1, 2026Redett John C.Co-PresidentF2,926$58.78$172.0K
Feb 1, 2026Redett John C.Co-PresidentA273,973$0.00$0.00
Feb 1, 2026SCHWARTZ HARVEY MChief Executive OfficerF578,862$58.78$34.0M
Feb 1, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerF1,084$58.78$63.7K
Feb 1, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerA15,493$0.00$0.00
Feb 1, 2026LoBue LindsayChief Operating OfficerF2,128$58.78$125.1K
Feb 1, 2026LoBue LindsayChief Operating OfficerA114,156$0.00$0.00
Feb 1, 2026Ferguson Jeffrey W.General CounselF503$58.78$29.6K
Feb 1, 2026Ferguson Jeffrey W.General CounselA24,462$0.00$0.00
Feb 1, 2026Plouffe JustinChief Financial OfficerF2,792$58.78$164.1K
Feb 1, 2026Plouffe JustinChief Financial OfficerA40,770$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 24 analysts: 4 strong buy, 13 buy, 6 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$60.50 mean target +39.1% upside Strong Buy (3.00)
$43.00 Low $75.00 High
MetricValue
Current Price$43.48
Target Low$43.00
Target Mean$60.50
Target Median$63.00
Target High$75.00
# Analysts16
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.93 $0.83 $1.01 1.9% -6.3% 3↑ 6↓ $0.9B -4.0% 13
Next FY
2027-12-31
$5.22 $4.90 $5.52 27.8% -2.1% 3↑ 8↓ $5.1B 35.0% 13
Next Q
2026-09-30
$1.11 $0.92 $1.28 15.6% -7.3% 0↑ 10↓ $1.1B 35.1% 12
Current FY
2026-12-31
$4.09 $3.58 $4.61 1.7% -5.8% 1↑ 11↓ $3.8B -2.6% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.928
7d ago$0.920+0.008
30d ago$0.990-0.062
60d ago$1.067-0.139
90d ago$1.082-0.154
15 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 TD Cowen MAINTAIN Hold Hold
May 8, 2026 TD Cowen DOWNGRADE Buy Hold
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 Barclays MAINTAIN Overweight Overweight
Apr 30, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 21, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Apr 7, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 24, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 2, 2026 Barclays MAINTAIN Overweight Overweight
Feb 27, 2026 TD Cowen MAINTAIN Buy Buy
Feb 27, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 24, 2026 RBC Capital INITIATE Outperform
Feb 20, 2026 UBS MAINTAIN Buy Buy
Feb 10, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 9, 2026 Barclays MAINTAIN Overweight Overweight
Jan 22, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 14, 2026 TD Cowen MAINTAIN Buy Buy
Jan 13, 2026 UBS MAINTAIN Buy Buy
Dec 15, 2025 Barclays MAINTAIN Overweight Overweight
Dec 12, 2025 Barclays MAINTAIN Overweight Overweight
Nov 3, 2025 Citigroup MAINTAIN Buy Buy
Nov 3, 2025 TD Cowen MAINTAIN Buy Buy
Nov 3, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Nov 3, 2025 JP Morgan MAINTAIN Neutral Neutral
Nov 3, 2025 Evercore ISI Group MAINTAIN In-Line In-Line
Oct 21, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Oct 16, 2025 JP Morgan MAINTAIN Neutral Neutral
Oct 13, 2025 Citigroup MAINTAIN Buy Buy
Oct 3, 2025 BMO Capital INITIATE Outperform
Aug 14, 2025 JMP Securities MAINTAIN Market Outperform Market Outperform
Aug 13, 2025 Jefferies MAINTAIN Hold Hold
Aug 7, 2025 Barclays MAINTAIN Overweight Overweight
Jul 14, 2025 JMP Securities MAINTAIN Market Outperform Market Outperform
Jul 14, 2025 Barclays MAINTAIN Overweight Overweight
Jul 11, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jul 10, 2025 Barclays MAINTAIN Overweight Overweight
Jul 10, 2025 Evercore ISI Group MAINTAIN In-Line In-Line
Jul 10, 2025 Citigroup UPGRADE Neutral Buy
May 23, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 12, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
May 9, 2025 Barclays MAINTAIN Overweight Overweight
Apr 14, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 9, 2025 TD Cowen MAINTAIN Hold Hold
Apr 8, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 8, 2025 Citigroup MAINTAIN Neutral Neutral
Apr 8, 2025 JMP Securities MAINTAIN Market Outperform Market Outperform
Apr 7, 2025 Barclays MAINTAIN Overweight Overweight
Apr 4, 2025 B of A Securities MAINTAIN Underperform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641361071%
May 1, 202641361071%
Apr 1, 202641461072%
Mar 1, 202641461072%
Feb 1, 202641361071%
Jan 1, 202641361071%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
Enforcement
Commission approves Carlyle's acquisition of BASF Coatings, subject to conditions
The European Commission has approved, under the EU Merger Regulation , the proposed acquisition of BASF's coatings division (' BASF Coatings ') by The
Jun 1, 2026
Enforcement
Commission approves Carlyle's acquisition of BASF Coatings, subject to conditions
European Commission Press release Brussels, 02 Jun 2026 The European Commission has approved, under the EU Merger Regulation, the proposed acquisition
May 21, 2026
short_volume
Short Volume: CG — 60.6% short (0.7M / 1.1M)
Short: 687,579 | Exempt: 852 | TRF Vol: 1,134,866 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CG — 69.0% short (0.8M / 1.2M)
Short: 802,620 | Exempt: 182 | TRF Vol: 1,163,482 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: CG — 11,242 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $50.04, FTD Value: $562,549.68, THE CARLYLE GROUP INC. COMMON
May 12, 2026
short_interest
FTD: CG — 12,457 shares ($0.6M) failed to deliver
Settlement: 20260512, Price: $49.46, FTD Value: $616,123.22, THE CARLYLE GROUP INC. COMMON
May 11, 2026
short_volume
Short Volume: CG — 65.6% short (1.0M / 1.5M)
Short: 961,603 | Exempt: 274 | TRF Vol: 1,464,801 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: CG — 4.2M shares, 81,440 trades
Week starting 2026-05-11. Total ATS volume: 4,237,550 shares across 81,440 trades.
May 7, 2026
earnings_calendar
CG Q1 2026 Earnings Before Market Open — 2026-05-07
May 6, 2026
short_volume
Short Volume: CG — 67.5% short (1.1M / 1.6M)
Short: 1,068,363 | Exempt: 1,710 | TRF Vol: 1,581,982 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: CG — 57.8% short (0.6M / 1.0M)
Short: 588,431 | Exempt: 595 | TRF Vol: 1,017,634 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: CG — 60.7% short (0.6M / 1.1M)
Short: 645,564 | Exempt: 205 | TRF Vol: 1,063,832 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: CG — 5.7M shares, 89,575 trades
Week starting 2026-05-04. Total ATS volume: 5,691,693 shares across 89,575 trades.
May 1, 2026
short_volume
Short Volume: CG — 67.7% short (0.9M / 1.3M)
Short: 897,429 | Exempt: 28 | TRF Vol: 1,325,758 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: CG — 65.3% short (0.8M / 1.3M)
Short: 829,012 | Exempt: 1,614 | TRF Vol: 1,268,629 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: CG — 55.8% short (0.7M / 1.2M)
Short: 651,130 | Exempt: 12 | TRF Vol: 1,167,027 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: CG — 65.1% short (1.0M / 1.5M)
Short: 956,875 | Exempt: 918 | TRF Vol: 1,470,484 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)