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NASDAQ:CG

The Carlyle Group (CG) Stock Price, News & Analysis

$44.63
+2.31 (+5.46%)
(As of 12:40 PM ET)

About The Carlyle Group Stock (NASDAQ:CG)

Key Stats

Today's Range
$42.92
$44.96
50-Day Range
$37.23
$49.74
52-Week Range
$27.13
$50.92
Volume
1.31 million shs
Average Volume
2.29 million shs
Market Capitalization
$16.06 billion
P/E Ratio
N/A
Dividend Yield
3.14%
Price Target
$45.81
Consensus Rating
Hold

Company Overview

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).

The Carlyle Group Stock Analysis - MarketRank™

See Top Rated MarketRank™ Stocks

Overall MarketRank™: 90th Percentile

The Carlyle Group scored higher than 90% of companies evaluated by MarketBeat, and ranked 165th out of 906 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

  • Consensus Rating

    The Carlyle Group has received a consensus rating of Hold. The company's average rating score is 2.38, and is based on 6 buy ratings, 10 hold ratings, and no sell ratings.

  • Amount of Analyst Coverage

    The Carlyle Group has been the subject of 9 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

  • Read more about The Carlyle Group's stock forecast and price target.
  • Earnings Growth

    Earnings for The Carlyle Group are expected to grow by 15.16% in the coming year, from $3.76 to $4.33 per share.

  • Price to Earnings Ratio vs. the Market

    The P/E ratio of The Carlyle Group is -23.64, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

  • Price to Earnings Ratio vs. Sector

    The P/E ratio of The Carlyle Group is -23.64, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

  • Price to Earnings Growth Ratio

    The Carlyle Group has a PEG Ratio of 1.13. PEG Ratios above 1 indicate that a company could be overvalued.

  • Price to Book Value per Share Ratio

    The Carlyle Group has a P/B Ratio of 2.63. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

  • Read more about The Carlyle Group's valuation and earnings.
  • Percentage of Shares Shorted

    7.80% of the float of The Carlyle Group has been sold short.
  • Short Interest Ratio / Days to Cover

    The Carlyle Group has a short interest ratio ("days to cover") of 6.8.
  • Change versus previous month

    Short interest in The Carlyle Group has recently decreased by 9.30%, indicating that investor sentiment is improving significantly.
  • Dividend Leadership

    The Carlyle Group is a leading dividend payer. It pays a dividend yield of 3.61%, putting its dividend yield in the top 25% of dividend-paying stocks.

  • Dividend Growth

    The Carlyle Group does not have a long track record of dividend growth.

  • Dividend Sustainability

    Based on earnings estimates, The Carlyle Group will have a dividend payout ratio of 32.33% next year. This indicates that The Carlyle Group will be able to sustain or increase its dividend.

  • Read more about The Carlyle Group's dividend.
  • Percentage of Shares Shorted

    7.80% of the float of The Carlyle Group has been sold short.
  • Short Interest Ratio / Days to Cover

    The Carlyle Group has a short interest ratio ("days to cover") of 6.8.
  • Change versus previous month

    Short interest in The Carlyle Group has recently decreased by 9.30%, indicating that investor sentiment is improving significantly.
  • News Sentiment

    The Carlyle Group has a news sentiment score of 0.71. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.59 average news sentiment score of Finance companies.
  • News Coverage This Week

    MarketBeat has tracked 15 news articles for The Carlyle Group this week, compared to 9 articles on an average week.
  • Search Interest

    Only 8 people have searched for CG on MarketBeat in the last 30 days. This is a decrease of -50% compared to the previous 30 days.
  • MarketBeat Follows

    Only 3 people have added The Carlyle Group to their MarketBeat watchlist in the last 30 days. This is a decrease of -40% compared to the previous 30 days.
  • Insider Buying vs. Insider Selling

    In the past three months, The Carlyle Group insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $71,897,412.00 in company stock.

  • Percentage Held by Insiders

    27.20% of the stock of The Carlyle Group is held by insiders. A high percentage of insider ownership can be a sign of company health.

  • Percentage Held by Institutions

    55.88% of the stock of The Carlyle Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

  • Read more about The Carlyle Group's insider trading history.

CG Stock News Headlines

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The Carlyle Group Inc. (NASDAQ:CG) Sees Large Decrease in Short Interest
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With thousands of cryptocurrencies out there, it's crucial to focus on the ONE that has the potential to make HUGE gains. Now, I'm about to reveal the #1 crypto for September 2024.
The Carlyle Group Inc (CG) Shares Up 3.46% on Sep 17
Wells Fargo & Company Initiates Coverage on The Carlyle Group (NASDAQ:CG)
See More Headlines

CG Stock Analysis - Frequently Asked Questions

The Carlyle Group's stock was trading at $40.69 on January 1st, 2024. Since then, CG shares have increased by 4.0% and is now trading at $42.32.
View the best growth stocks for 2024 here
.

The Carlyle Group Inc. (NASDAQ:CG) posted its quarterly earnings results on Monday, August, 5th. The financial services provider reported $0.78 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.83 by $0.05. The company's revenue for the quarter was up 131.5% on a year-over-year basis.

The following companies are subsidiaries of The Carlyle Group: Abingworth, Dainese, CBAM Partners, iStar - Net Lease Business, Altadia Group, CNSI, A Twosome Place, and others.

The Carlyle Group's top institutional shareholders include William Blair Investment Management LLC (3.21%), Vulcan Value Partners LLC (2.08%), Ariel Investments LLC (1.37%) and Bank of New York Mellon Corp (0.76%). Insiders that own company stock include David M Rubenstein, Carlyle Group Inc, Subsidiary Holdings LLC Cg, Curtis L Buser, Jeffrey W Ferguson, Christopher Finn, Bruce M Larson, Charles Elliott Jr Andrews, Thomas S Robertson, Daniel A D'aniello and Kewsong Lee.
View institutional ownership trends
.

Shares of CG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

Based on aggregate information from My MarketBeat watchlists, some other companies that The Carlyle Group investors own include Blackstone (BX), Apollo Global Management (APO), Bank of America (BAC), Energy Transfer (ET), Alibaba Group (BABA), Enterprise Products Partners (EPD) and NVIDIA (NVDA).

Company Calendar

Last Earnings
8/05/2024
Ex-Dividend for 8/26 Dividend
8/16/2024
Dividend Payable
8/26/2024
Today
9/19/2024
Next Earnings (Estimated)
11/05/2024
Fiscal Year End
12/31/2024

Industry, Sector and Symbol

Sector
Finance
Industry
Investment advice
Sub-Industry
Trading
Employees
2,200
Year Founded
1987

Price Target and Rating

Average Stock Price Target
$45.81
High Stock Price Target
$64.00
Low Stock Price Target
$30.00
Potential Upside/Downside
+8.3%
Consensus Rating
Hold
Rating Score (0-4)
2.38
Research Coverage
16 Analysts

Profitability

Net Income
$-608,400,000.00
Pretax Margin
-10.32%

Debt

Sales & Book Value

Annual Sales
$1.59 billion
Cash Flow
$5.02 per share
Book Value
$16.07 per share

Miscellaneous

Free Float
261,993,000
Market Cap
$15.23 billion
Optionable
Optionable
Beta
1.73

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This page (NASDAQ:CG) was last updated on 9/19/2024 by MarketBeat.com Staff
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