Investment Advice · SIC 6282

Carlyle Group Inc.

CG

Watch

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

+4.1% / yr 9.6 pts / yr vs S&P 500 22.2% total
Compare:

Live market

delayed ≤15 min
$45.43
0.66%
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

AI

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

AI

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

QuarterRevenueYoYNet incomeYoYNet 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$210.9M5.6%

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

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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

DateInsiderTypeSharesPriceValue
2026-03-19

David M. Rubenstein

Director

Sale500,000$46.68$23.3M
2026-03-10

Carlyle Group Inc. / Carlyle Holdings I GP Inc. / Carlyle Holdings I GP Sub L.L.C. / Carlyle Holdings I L.P. / CG Subsidiary Holdings L.L.C. / TC Group, LLC / TC Group Sub L.P. / TC Group VII S1, L.L.C. / TC Group VII S1, L.P.

10%+ owner

Sale26,105,840$41.00$1.07B
2026-02-26

Carlyle Group Inc. / Carlyle Holdings I GP Inc. / Carlyle Holdings I GP Sub L.L.C. / Carlyle Holdings I L.P. / CG Subsidiary Holdings L.L.C. / TC Group, LLC / TC Group Sub L.P. / TC Group VII S1, L.L.C. / TC Group VII S1, L.P. / Carlyle Partners VII S1 Holdings II, L.P.

10%+ owner

Sale19,840,268$31.46$624.2M

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

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.31.0M$1.50BNew
2Capital World Investors17.8M$862.7MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC11.8M$571.9MNew
4VANGUARD CAPITAL MANAGEMENT LLC11.4M$551.3MNew
5WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6.3M$304.9MNew
6Legal & General Group Plc3.5M$169.5MNew
7DIMENSIONAL FUND ADVISORS LP3.0M$147.3MNew
8UBS Group AG2.9M$140.4MNew
9Bank of New York Mellon Corp2.0M$99.1MNew
10VANGUARD FIDUCIARY TRUST CO1.6M$77.8MNew
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.5M$73.4MNew
12REGENTS OF THE UNIVERSITY OF CALIFORNIA1.5M$73.4MNew
13Markel Group Inc.1.3M$64.2MNew
14Algebris (UK) Ltd1.3M$62.6MNew
15JPMORGAN CHASE & CO1.2M$54.6MNew
16Nuveen, LLC959.5K$46.4MNew
17Russell Investments Group, Ltd.936.5K$45.2MNew
18LPL Financial LLC809.3K$39.2MNew
19DEUTSCHE BANK AG\800.8K$38.8MNew
20Walleye Capital LLC743.9K$36.0MNew

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.