Carlyle Group

CG

Market cap $25B

Overview Fund Activity

69.18 USD

+1.61

2.38%

At close Updated Sep 18, 10:50 AM EDT

1 day

2.38%

5 days

2.6%

1 month

9.03%

3 months

46.97%

6 months

63.93%

Year to date

36.37%

1 year

63.47%

5 years

179.74%

10 years

246.07%

About: Carlyle Group is one of the world's largest alternative-asset managers, with $465 billion in total AUM, including $325 billion in fee-earning AUM, at the end of June 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $165 billion in total AUM and $102 billion in fee-earning AUM), global credit ($203 billion/$163 billion), and investment/fund solutions, known as Carlyle AlphInvest ($97 billion/$60 billion). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 3,100 active carry fund investors from 87 countries.

Employees: 2,300

Financials Asset Management

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

130% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 40

69% more call options, than puts

Call options by funds: $170M | Put options by funds: $101M

36% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 171

20% more capital invested

Capital invested by funds: $9.8B [Q1] → $11.8B (+$2B) [Q2]

8% more funds holding

Funds holding: 519 [Q1] → 563 (+44) [Q2]

1.23% more ownership

Funds ownership: 62.34% [Q1] → 63.57% (+1.23%) [Q2]

22% less funds holding in top 10

Funds holding in top 10: 9 [Q1] → 7 (-2) [Q2]

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$58

16% downside

Avg. target

$67

3% downside

High target

$75

8% upside

7 analyst ratings

4 positive

57%

3 neutral

43%

0 negative

0%

JMP Securities Brian McKenna	$75	Market Outperform Maintained	14 Aug 2025
Jefferies Gerald O'Hara	$66	Hold Maintained	13 Aug 2025
Barclays Benjamin Budish	$74	Overweight Maintained	7 Aug 2025
JMP Securities Devin Ryan	$70	Market Outperform Maintained	14 Jul 2025
Wells Fargo Michael Brown	$61	Equal-Weight Maintained	11 Jul 2025
Evercore ISI Group Glenn Schorr	$58	In-Line Maintained	10 Jul 2025
Citigroup Christopher Allen	$65	Buy Upgraded	10 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 16 articles about CG published over the past 30 days

Acentra Health Named one of the ‘Fastest Growing Companies' by the Washington Business Journal

Acentra Health Named on Washington Business Journal ‘Fastest Growing Companies' list. Recognition highlights company's role as a vital healthcare partner.

Acentra Health Named one of the ‘Fastest Growing Companies' by the Washington Business Journal

SMBC to buy further 4.2% of Yes Bank from Carlyle affiliate

The banking arm of Sumitomo Mitsui Financial Group has agreed to buy an additional 4.2% stake in India's Yes Bank from an affiliate of Carlyle Group for 51 billion yen ($349 million), it said on Wednesday.

SMBC to buy further 4.2% of Yes Bank from Carlyle affiliate

Carlyle Prices $800 Million Senior Notes Offering

WASHINGTON, Sept. 16, 2025 (GLOBE NEWSWIRE) -- Global investment firm Carlyle (NASDAQ: CG) priced its offering of $800 million aggregate principal amount of 5.050% senior notes due 2035. The notes will be fully and unconditionally guaranteed by Carlyle's indirect subsidiaries Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., Carlyle Holdings III L.P., and CG Subsidiary Holdings L.L.C. The offering is expected to close on September 19, 2025, subject to customary closing conditions. Carlyle intends to use the net proceeds from the sale of the notes for general corporate purposes.

Carlyle Prices $800 Million Senior Notes Offering

Carlyle Announces Senior Notes Offering

WASHINGTON, Sept. 16, 2025 (GLOBE NEWSWIRE) -- Global investment firm Carlyle (NASDAQ: CG) today announced its intention to offer, subject to market and other conditions, senior notes. The notes will be fully and unconditionally guaranteed by Carlyle's indirect subsidiaries Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., Carlyle Holdings III L.P., and CG Subsidiary Holdings L.L.C. Carlyle intends to use the net proceeds from the sale of the notes for general corporate purposes.

Carlyle Announces Senior Notes Offering

Proactive Investors

Carlyle, EQT among final bidders for Starbucks' China operations: report

Carlyle Group, EQT, HongShan Capital, Boyu Capital, and Primavera Capital have emerged as the final bidders for a controlling stake in Starbucks Corp (NASDAQ:SBUX, ETR:SRB)' China operations, according to sources cited by Reuters. Binding offers are due in early October, with a potential agreement expected by the end of the month, people familiar with the matter said.

Carlyle, EQT among final bidders for Starbucks' China operations: report

Acentra Health CEO Todd Stottlemyer Named by Virginia Business to its ‘Virginia 500 Power List' for Fourth Consecutive Year

MCLEAN, Va., Sept. 11, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, today announced that Virginia Business has named CEO Todd Stottlemyer to its 2025-26 Virginia 500 Power List — his fourth consecutive nomination for this recognition, celebrating the commonwealth's top leaders in business, government, politics, and education.

Acentra Health CEO Todd Stottlemyer Named by Virginia Business to its ‘Virginia 500 Power List' for Fourth Consecutive Year

Carlyle, EQT, HongShan, among final bidders for Starbucks China, sources say

Global investment firms Carlyle Group and EQT, alongside regional players HongShan Capital Group (HSG) and Boyu Capital, are preparing final offers for a controlling stake in Starbucks' China operations, said five people with knowledge of the matter.

Carlyle, EQT, HongShan, among final bidders for Starbucks China, sources say

Zacks Investment Research

AMG or CG: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Financial - Investment Management sector have probably already heard of Affiliated Managers Group (AMG) and Carlyle Group (CG). But which of these two stocks is more attractive to value investors?

AMG or CG: Which Is the Better Value Stock Right Now?

CNBC Television

Oracle Red Bull Racing CEO Laurent Mekies on partnership with Carlyle Group

Laurent Mekies, Oracle Red Bull Racing CEO, joins 'Money Movers' to discuss the partnership with Carlyle Group, expansion in the U.S. and more.

Oracle Red Bull Racing CEO Laurent Mekies on partnership with Carlyle Group

New Medicaid Alliance to Tackle AI Safety and Standards Across States

MCLEAN, Va., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Acentra Health, a technology and health solutions and services company dedicated to accelerating better health outcomes for its clients and the populations they serve, today announced the launch of the Safe AI in Medicaid Alliance (SAMA), a collaborative initiative uniting Medicaid leaders, policy experts, and technology innovators to develop safe and responsible Medicaid-focused frameworks for artificial intelligence (AI) adoption and use.

New Medicaid Alliance to Tackle AI Safety and Standards Across States

See News Rankings

Charts implemented using Lightweight Charts™