Carlyle Group
About: The Carlyle Group is one of the world's largest alternative-asset managers, with $447.4 billion in total AUM, including $313.6 billion in fee-earning AUM, at the end of September 2024. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 33% of fee-earning AUM and 57% of base management fees during 2023), global credit (51% and 27%) and investment solutions (16% and 16%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries.
Employees: 2,300
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
206% more call options, than puts
Call options by funds: $149M | Put options by funds: $48.9M
114% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 43
67% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 10 (+4) [Q4]
21% more capital invested
Capital invested by funds: $9.01B [Q3] → $10.9B (+$1.87B) [Q4]
7% more funds holding
Funds holding: 516 [Q3] → 553 (+37) [Q4]
1.57% more ownership
Funds ownership: 58.67% [Q3] → 60.23% (+1.57%) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 185
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Wells Fargo Michael Brown 42% 1-year accuracy 25 / 60 met price target | 27%upside $54 | Equal-Weight Maintained | 12 Feb 2025 |
Evercore ISI Group Glenn Schorr 54% 1-year accuracy 19 / 35 met price target | 23%upside $52 | In-Line Maintained | 12 Feb 2025 |
Barclays Benjamin Budish 63% 1-year accuracy 78 / 124 met price target | 30%upside $55 | Overweight Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 25 articles about CG published over the past 30 days
