Carlyle Group
CG
Market cap $16.7B

46.19 USD

-1.53

3.21%

At close Jun 13, 4:00 PM EDT

1 day

-3.21%

5 days

-1.07%

1 month

0.48%

3 months

14.05%

6 months

-12.25%

Year to date

-8.95%

1 year

16.46%

5 years

50.11%

10 years

63.91%

About: Carlyle Group is one of the world's largest alternative-asset managers, with $453 billion in total AUM, including $314 billion in fee-earning AUM, at the end of March 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $164 billion in total AUM and $99 billion in fee-earning AUM), global credit ($199 billion/$161 billion), and investment/fund solutions, known as Carlyle AlphInvest ($89 billion/$54 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 7,296 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

386% more call options, than puts

Call options by funds: $145M | Put options by funds: $29.9M

34% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 160

1.8% more ownership

Funds ownership: 60.29% [Q4 2024] → 62.09% (+1.8%) [Q1 2025]

8% less funds holding

Funds holding: 560 [Q4 2024] → 518 (-42) [Q1 2025]

10% less capital invested

Capital invested by funds: $10.9B [Q4 2024] → $9.76B (-$1.13B) [Q1 2025]

18% less funds holding in top 10

Funds holding in top 10: 11 [Q4 2024] → 9 (-2) [Q1 2025]

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

See Fund Rankings

Research analyst outlook

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

Low target

$37

20%

downside

Avg. target

$46

1%

downside

High target

$58

26%

upside

8 analyst ratings

2 positive

25%

5 neutral

63%

1 negative

13%

Wells Fargo Michael Brown	6%upside $49	Equal-Weight Maintained	23 May 2025
Keefe, Bruyette & Woods Kyle Voigt	3%downside $45	Market Perform Maintained	12 May 2025
Barclays Benjamin Budish	6%upside $49	Overweight Maintained	9 May 2025
Morgan Stanley Michael Cyprys	5%downside $44	Equal-Weight Maintained	14 Apr 2025
TD Cowen Bill Katz	20%downside $37	Hold Maintained	9 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 12 articles about CG published over the past 30 days

Citi and Carlyle Reportedly Teaming to Fund FinTechs

Citigroup and Carlyle Group have reportedly joined forces to fund FinTech companies. [contact-form-7] As Bloomberg News reported Thursday (June 12), the companies have signed an agreement that lets them jointly invest in growing companies and the assets those companies originate, like consumer loans.

Citi and Carlyle Reportedly Teaming to Fund FinTechs

Carlyle teams up with Citi to invest in fintech lenders

Investment firm Carlyle Group has partnered with U.S. banking giant Citigroup to provide asset-backed financing to fintech lenders, the companies said on Thursday.

Carlyle teams up with Citi to invest in fintech lenders

Zacks Investment Research

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

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Affiliated Managers Group (AMG) or Carlyle Group (CG). But which of these two companies is the best option for those looking for undervalued stocks?

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

Carlyle investment boosts insurance brokerage Trucordia's valuation to $5.7 billion

Insurance brokerage firm Trucordia has secured a $1.3 billion investment from Carlyle through a deal that valued the company at $5.7 billion, it said on Wednesday.

Carlyle investment boosts insurance brokerage Trucordia's valuation to $5.7 billion

Trucordia to Receive $1.3 Billion Strategic Investment from Carlyle

Transaction positions company for accelerated growth through improved capital structure and simplified governance LINDON, Utah and NEW YORK , June 4, 2025 /PRNewswire/ -- Trucordia today announced it will receive a $1.3 billion strategic investment from global investment firm Carlyle's Global Credit platform. The transaction will reduce Trucordia's leverage and simplify its governance structure by repurchasing units from existing minority investors.

Trucordia to Receive $1.3 Billion Strategic Investment from Carlyle

Carlyle Bets $1.3 Billion on Insurance Brokerage Trucordia

The firm's latest equity investment through its Credit Opportunities strategy values Trucordia at $5.7 billion.

Carlyle Bets $1.3 Billion on Insurance Brokerage Trucordia

Carlyle's AlpInvest raises $4.1 billion for ninth co-investment fund

AlpInvest Partners has raised $4.1 billion for its ninth co-investment fund, an executive at the unit of private equity group Carlyle said, showing continued appetite among investors for access to buyout firms' dealmaking.

Carlyle's AlpInvest raises $4.1 billion for ninth co-investment fund

bluebird bio Announces Completion of Acquisition by Carlyle and SK Capital

SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio (NASDAQ: BLUE) (“bluebird”), a pioneer in gene therapies for severe genetic diseases, today announced the completion of its sale to funds managed by global investment firms Carlyle (NASDAQ: CG) and SK Capital Partners, LP (“SK Capital”). With the closing of the transaction, bluebird's common stock has ceased trading and will no longer be publicly listed. Carlyle and SK Capital have provided significant primary capital to support and scale bluebir.

bluebird bio Announces Completion of Acquisition by Carlyle and SK Capital

Carlyle and SK Capital Partners Announce Expiration of bluebird bio Tender Offer

WASHINGTON & NEW YORK--(BUSINESS WIRE)--Carlyle (NASDAQ: CG) (“Carlyle”), SK Capital Partners, LP (“SK Capital”) and Beacon Parent Holdings, L.P. (“Parent”) today announced that the tender offer commenced on March 7, 2025 to acquire all of the outstanding common stock of bluebird bio, Inc. (NASDAQ: BLUE) (“bluebird”) for either (x) $3.00 per share in cash and a contingent value right per share, entitling the holder to a payment of $6.84 in cash per contingent value right (“CVR”) if bluebird's c.

Carlyle and SK Capital Partners Announce Expiration of bluebird bio Tender Offer

Carlyle Group: Recurring Revenue Makes Shares Attractive

Carlyle Group offers value with shares 20% below highs, strong AUM growth, and a secure 3.2% dividend yield. Fee-based earnings are highly predictable, with $26B pending fee-earning AUM and credible 6% growth guidance for the year. Diversification into credit, insurance, and secondary markets boosts recurring revenue, with $99B in perpetual fee-earning AUM.

Carlyle Group: Recurring Revenue Makes Shares Attractive

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