Latest revenue
$254.0M
as of 2026-03-31
Latest net income
$-132.2M
as of 2026-03-31
Net margin
-52.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $16.35B
- Enterprise value
- $16.35B
- P/E (trailing)
- 20.2×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 3.1%
- 52-wk high
- $69.85
- 52-wk low
- $43.98
- Beta
- —
- Shares out
- 360.0M
5-year trend
What this company does
ITEM 1.BUSINESS Overview Carlyle is one of the world’s largest global investment firms that deploys private capital across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest (formerly, Global Investment Solutions). Our teams invest across a range of strategies that leverage our deep industry expertise, local insights, and global resources to deliver attractive returns throughout an investment cycle. Since our firm was founded in Washington, D.C. in 1987, we have grown to manage $477 billion in AUM as of December 31, 2025. Our experienced and diverse team of more than 2,500 employees includes 770 investment professionals in 27 offices across four continents,…
AI summary unavailable — showing raw filing excerpt
Generated from CG's filing dated 2026-02-27
Key risks
ITEM 1A.RISK FACTORS Risks Related to Our Company Adverse economic and market conditions and other events or conditions throughout the world could negatively impact our business in many ways, including by reducing the value or performance of the investments made by our investment funds and reducing the ability of our investment funds to raise capital, any of which could materially reduce our revenue, earnings, and cash flow and adversely affect our financial prospects and condition. Our business and the businesses of the companies in which we invest are materially affected by conditions in the global financial markets, and economic conditions or other events throughout the world that are…
AI summary unavailable — showing raw filing excerpt
Generated from CG's filing dated 2026-02-27
Profitability
Net margin
16.9%
10.0%Return on assets
2.8%
37.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $254.0M | -59.6% | $-132.2M | -201.7% | -52.0% |
Q4 2025 2025-12-31 | $3.16B | -15.6% | $358.1M | +69.8% | 11.3% |
Q3 2025 2025-09-30 | $332.7M | -41.8% | $900.0K | -99.8% | 0.3% |
Q2 2025 2025-06-30 | $660.9M | +16.8% | $319.7M | +115.7% | 48.4% |
Q1 2025 2025-03-31 | $629.3M | +14.5% | $130.0M | +98.2% | 20.7% |
Q4 2024 2024-12-31 | $3.74B | — | $210.9M | — | 5.6% |
Q3 2024 2024-09-30 | $571.4M | +9.1% | $595.7M | +632.7% | 104.3% |
Q2 2024 2024-06-30 | $565.7M | +22.4% | $148.2M | +6343.5% | 26.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Investment Advice · SIC 6282
Your notes
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Insider activity
Insider buying
$0
Insider selling
$3.92B
Net activity
−$3.92B
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CG
Institutional value
$5.76B
Total shares held
120.6M
Distinct holders
410
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 31.0M | $1.50B | — | New |
| 2 | Capital World Investors | 17.8M | $862.7M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.8M | $571.9M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 11.4M | $551.3M | — | New |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6.3M | $304.9M | — | New |
| 6 | Legal & General Group Plc | 3.5M | $169.5M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $147.3M | — | New |
| 8 | UBS Group AG | 2.9M | $140.4M | — | New |
| 9 | Bank of New York Mellon Corp | 2.0M | $99.1M | — | New |
| 10 | VANGUARD FIDUCIARY TRUST CO | 1.6M | $77.8M | — | New |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.5M | $73.4M | — | New |
| 12 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1.5M | $73.4M | — | New |
| 13 | Markel Group Inc. | 1.3M | $64.2M | — | New |
| 14 | Algebris (UK) Ltd | 1.3M | $62.6M | — | New |
| 15 | JPMORGAN CHASE & CO | 1.2M | $54.6M | — | New |
| 16 | Nuveen, LLC | 959.5K | $46.4M | — | New |
| 17 | Russell Investments Group, Ltd. | 936.5K | $45.2M | — | New |
| 18 | LPL Financial LLC | 809.3K | $39.2M | — | New |
| 19 | DEUTSCHE BANK AG\ | 800.8K | $38.8M | — | New |
| 20 | Walleye Capital LLC | 743.9K | $36.0M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once CG's latest filing finishes processing.