Carlyle Group

CG

Market cap $24.1B

Overview Fund Activity

66.60 USD

-0.80

1.19%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

66.50

-0.10

0.15%

1 day

-1.19%

5 days

4.06%

1 month

2.84%

3 months

39.56%

6 months

58.46%

Year to date

31.28%

1 year

71.78%

5 years

160.87%

10 years

227.27%

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 7,462 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

-13% downside

Avg. target

$67

1% upside

High target

$75

13% 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 12 articles about CG published over the past 30 days

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

CNBC Television

Carlyle CEO Harvey Schwartz on Red Bull F1 partnership, alts in 401(k)s and state of capital markets

CNBC's Leslie Picker and Carlyle CEO Harvey Schwartz join 'Squawk Box' to discuss the company's partnership with Red Bull Formula One team, adoption of alternatives in 401(k)s, state of the capital markets, and more.

Carlyle CEO Harvey Schwartz on Red Bull F1 partnership, alts in 401(k)s and state of capital markets

Carlyle to partner with Red Bull F1 team as private markets look to build brand awareness

Private markets firm Carlyle is teaming up with Formula 1's Red Bull Racing as it tries to get in front of a bigger audience. Carlyle's branding will appear on Oracle Red Bull Racing RB21 challenger, drivers' team kits, the pit wall and the garage.

Carlyle raises $20 billion to buy second-hand private equity stakes

Carlyle Group said on Thursday it had raised $20 billion to buy second-hand private equity stakes from investors looking to offload assets that built up during a downturn in public listings and acquisition deals.

Carlyle raises $20 billion to buy second-hand private equity stakes

Zacks Investment Research

Carlyle Agrees to Buy intelliflo From Invesco for $200 Million

CG is set to acquire intelliflo from Invesco for up to $200M, boosting its wealthtech reach in the UK, the United States, and Australia.

Carlyle Agrees to Buy intelliflo From Invesco for $200 Million

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