CG

Carlyle Group Inc.

Nasdaq · Investment Advice · Inc. DE · CIK 0001527166
$45.75 +2.69% $16.5B
High Impact Filing (7/10)32 New Institutional Positions17 Institutional Exits
Vol
Market Cap$16.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders50 funds
Inst. Value$8.1B
Inst. Activity32 buys / 17 sells
Insider Activity0B / 1S
Insider Net $-$23.3M
SEC Reports2
Exchange Nasdaq·Sector Investment Advice·Inc. DE·CIK 0001527166·Prev Close $44.55

Recent Activity

Jun 3, 2026 Event
Commission approves Carlyle's acquisition of BASF Coatings, subject to conditions
The European Commission has approved, under the EU Merger Regulation , the proposed acquisition of B
May 28, 2026 Insider
LoBue Lindsay was granted 3,120 shares
Chief Operating Officer
May 28, 2026 Insider
Jenkins Mark David was granted 7,634 shares
Co-President
May 28, 2026 Insider
Plouffe Justin was granted 4,077 shares
Chief Financial Officer
May 25, 2026 dark_pool
Dark Pool: CG — 2.6M shares, 53,445 trades
Week starting 2026-05-25. Total ATS volume: 2,614,766 shares across 53,445 trades.
Apr 9, 2026 SEC
The Carlyle Group announced an upcoming earnings release for Q1 2026, but did not report actual financial results. The p
PRESS-RELEASE — Impact 3/10
Feb 26, 2026 SEC
Carlyle Group announced three-year financial targets including $1.9+ billion in Fee Related Earnings (FRE), $200+ billio
8-K — Impact 7/10
Inst.
FMR LLC — ADD
3,704,590 shares ($179.3M)

Price Targets

$60.38 +32.0% upside Strong Buy
Current $45.75 Low $43.00 Median $62.00 High $75.00 16 analysts
$43.00 $75.00

Analyst Ratings

Buy71% buy · 24 analysts
4Strong Buy
13Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 TD Cowen MAINTAIN Hold → Hold
May 8, 2026 TD Cowen DOWNGRADE Buy → Hold
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 30, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.93 ▲ +0.8% $0.83 — $1.01 2% YoY 13
Next Q $1.11 $0.92 — $1.28 16% YoY 12
Current FY $4.09 ▲ +0.7% $3.58 — $4.61 2% YoY 14
Next FY $5.22 $4.90 — $5.52 28% YoY 13

Latest Reports

NEUTRAL PRESS-RELEASE 3/10
The Carlyle Group announced an upcoming earnings release for Q1 2026, but did not report actual financial results. The p
Apr 9, 2026
BULLISH 8-K 7/10
Carlyle Group announced three-year financial targets including $1.9+ billion in Fee Related Earnings (FRE), $200+ billio
Feb 26, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$1.5B—
Capital World Investors$862.7M—
HARRIS ASSOCIATES L P$802.5MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$571.9M—

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026LoBue LindsayA$0.00
May 28, 2026Jenkins MarkA$0.00
May 28, 2026Plouffe JustinA$0.00
May 28, 2026Andrews CharlesA$0.00
May 28, 2026Nedelman JeffreyA$0.00
50 institutional holders with $8.1B total value (168,208,080 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, Capital. Net buying activity: 32 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.31,024,445$1.5B18.4%—
3Capital World Investors17,827,216$862.7M10.6%—
4HARRIS ASSOCIATES L P16,583,907$802.5M9.9%ADD +39.1%
5VANGUARD PORTFOLIO MANAGEMENT LLC11,819,550$571.9M7.0%—
6VANGUARD CAPITAL MANAGEMENT LLC11,393,671$551.3M6.8%—
7MORGAN STANLEY10,172,445$492.2M6.0%—
8STATE STREET CORP9,680,870$468.5M5.8%—
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,649,009$372.9M4.6%—
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6,301,109$304.9M3.7%—
11ALKEON CAPITAL MANAGEMENT LLC5,941,316$287.5M3.5%—
12ARIEL INVESTMENTS, LLC3,981,757$192.7M2.4%—
13FMR LLC3,704,590$179.3M2.2%ADD +56.5%
14Legal & General Group Plc3,502,332$169.5M2.1%—
15DIMENSIONAL FUND ADVISORS LP3,045,978$147.3M1.8%—
16AMERIPRISE FINANCIAL INC2,721,593$131.7M1.6%—
17GOLDMAN SACHS GROUP INC1,624,369$78.6M1.0%—
18VANGUARD FIDUCIARY TRUST CO1,606,839$77.8M1.0%—
19BANK OF AMERICA CORP /DE/1,338,807$64.8M0.8%—
20MARKEL GROUP INC.1,327,000$64.2M0.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD2,366,6783,704,590+56.5%$179.3M2026-Q1
Nuveen, LLCADD672,647959,516+42.6%$46.4M2026-Q1
DEUTSCHE BANK AG\ADD594,117800,827+34.8%$38.8M2026-Q1
Freestone Grove Partners LPADD444,142693,262+56.1%$33.5M2026-Q1
Invesco Ltd.TRIM1,116,227677,750-39.3%$32.8M2026-Q1
Alyeska Investment Group, L.P.DOUBLED20,134480,930+2288.6%$23.3M2026-Q1
Woodline Partners LPNEW—351,606—$17.0M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCTRIM498,991332,306-33.4%$16.1M2026-Q1
Holocene Advisors, LPNEW—317,967—$15.4M2026-Q1
Cerity Partners LLCDOUBLED86,922285,201+228.1%$13.8M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED96,065250,022+160.3%$12.1M2026-Q1
SOROS FUND MANAGEMENT LLCNEW—244,985—$11.9M2026-Q1
HSBC HOLDINGS PLCADD108,615212,167+95.3%$10.3M2026-Q1
FIFTH THIRD BANCORPADD116,874182,418+56.1%$8.8M2026-Q1
Capital International, Inc./CA/ADD125,420160,648+28.1%$7.8M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM209,592156,270-25.4%$7.6M2026-Q1
FRANKLIN RESOURCES INCDOUBLED12,049137,611+1042.1%$6.7M2026-Q1
NATIXISDOUBLED37,950121,118+219.2%$5.9M2026-Q1
Allianz Asset Management GmbHDOUBLED11,229120,809+975.9%$5.8M2026-Q1
Tredje AP-fondenDOUBLED39,308103,696+163.8%$5.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM126,34087,525-30.7%$4.2M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD52,28673,236+40.1%$3.5M2026-Q1
TD Waterhouse Canada Inc.DOUBLED14,06658,866+318.5%$2.8M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD34,07255,554+63.0%$2.7M2026-Q1
Parallax Volatility Advisers, L.P.DOUBLED16,97749,681+192.6%$2.6M2026-Q1
18 unique insiders with 50 transactions. Net insider value: -$23.3M ($0.00 bought, $23.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026LoBue LindsayChief Operating OfficerAWARD3,120——
May 28, 2026Jenkins Mark DavidCo-PresidentAWARD7,634——
May 28, 2026Plouffe JustinChief Financial OfficerAWARD4,077——
May 28, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerAWARD409——
May 28, 2026Nedelman JeffreyCo-PresidentAWARD7,733——
May 28, 2026Redett John C.Co-PresidentAWARD10,830——
May 28, 2026Ferguson Jeffrey W.General CounselAWARD1,274——
May 28, 2026SCHWARTZ HARVEY MChief Executive OfficerAWARD20,743——
May 1, 2026FITT LAWTON WDirectorAWARD4,450——
May 1, 2026BESCHLOSS AFSANEH MASHAYEKHIDirectorAWARD4,450——
May 1, 2026Rice Derica WDirectorAWARD4,450——
May 1, 2026WELTERS ANTHONYDirectorAWARD4,450——
May 1, 2026FILLER LINDADirectorAWARD4,450——
May 1, 2026ORDAN MARK SDirectorAWARD4,450——
May 1, 2026SHAW WILLIAM JOSEPHDirectorAWARD4,450——
May 1, 2026HANCE JAMES H JRDirectorAWARD4,450——
May 1, 2026Cherwoo ShardaDirectorAWARD4,450——
Mar 19, 2026Rubenstein David M.DirectorGIFT100,000——
Mar 19, 2026Rubenstein David M.DirectorSELL500,000$46.68$23.3M
Feb 20, 2026Jenkins Mark DavidCo-PresidentAWARD6,424——
Feb 20, 2026Redett John C.Co-PresidentAWARD9,114——
Feb 20, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerAWARD343——
Feb 20, 2026Plouffe JustinChief Financial OfficerAWARD3,431——
Feb 20, 2026Nedelman JeffreyCo-PresidentAWARD6,507——
Feb 20, 2026Ferguson Jeffrey W.General CounselAWARD1,070——
Feb 20, 2026SCHWARTZ HARVEY MChief Executive OfficerAWARD17,457——
Feb 20, 2026LoBue LindsayChief Operating OfficerAWARD2,625——
Feb 14, 2026SCHWARTZ HARVEY MChief Executive OfficerTAX W/H134,812$54.49$7.3M
Feb 6, 2026Plouffe JustinChief Financial OfficerTAX W/H46,176$55.41$2.6M
Feb 6, 2026Redett John C.Co-PresidentTAX W/H86,781$55.41$4.8M
Feb 6, 2026Ferguson Jeffrey W.General CounselTAX W/H937$55.41$51.9K
Feb 6, 2026LoBue LindsayChief Operating OfficerTAX W/H75,033$55.41$4.2M
Feb 6, 2026Nedelman JeffreyCo-PresidentTAX W/H92,352$55.41$5.1M
Feb 6, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerTAX W/H6,354$55.41$352.1K
Feb 6, 2026Jenkins Mark DavidCo-PresidentTAX W/H46,176$55.41$2.6M
Feb 1, 2026Nedelman JeffreyCo-PresidentTAX W/H6,092$58.78$358.1K
Feb 1, 2026Nedelman JeffreyCo-PresidentAWARD217,303——
Feb 1, 2026Jenkins Mark DavidCo-PresidentTAX W/H5,812$58.78$341.6K
Feb 1, 2026Jenkins Mark DavidCo-PresidentAWARD144,488——
Feb 1, 2026Redett John C.Co-PresidentTAX W/H2,926$58.78$172.0K
Feb 1, 2026Redett John C.Co-PresidentAWARD273,973——
Feb 1, 2026SCHWARTZ HARVEY MChief Executive OfficerTAX W/H578,862$58.78$34.0M
Feb 1, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerTAX W/H1,084$58.78$63.7K
Feb 1, 2026Andrews Charles Elliott Jr.Chief Accounting OfficerAWARD15,493——
Feb 1, 2026LoBue LindsayChief Operating OfficerTAX W/H2,128$58.78$125.1K
Feb 1, 2026LoBue LindsayChief Operating OfficerAWARD114,156——
Feb 1, 2026Ferguson Jeffrey W.General CounselTAX W/H503$58.78$29.6K
Feb 1, 2026Ferguson Jeffrey W.General CounselAWARD24,462——
Feb 1, 2026Plouffe JustinChief Financial OfficerTAX W/H2,792$58.78$164.1K
Feb 1, 2026Plouffe JustinChief Financial OfficerAWARD40,770——
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
NEUTRAL PRESS-RELEASE 3/10
The Carlyle Group announced an upcoming earnings release for Q1 2026, but did not report actual fina
Apr 9, 2026
BULLISH 8-K 7/10
Carlyle Group announced three-year financial targets including $1.9+ billion in Fee Related Earnings
Feb 26, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 24 analysts: 4 strong buy, 13 buy, 6 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$60.38 mean target +32.0% upside Strong Buy (2.24)
$43.00 Low $75.00 High
MetricValue
Current Price$45.75
Target Low$43.00
Target Mean$60.38
Target Median$62.00
Target High$75.00
# Analysts16
RecommendationStrong Buy (2.24)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.93 $0.83 $1.01 1.9% +0.8% 3↑ 6↓ $0.9B -4.8% 13
Next Q
2026-09-30
 $1.11 $0.92 $1.28 15.6% +0.5% 0↑ 10↓ $1.1B 34.4% 12
Current FY
2026-12-31
 $4.09 $3.58 $4.61 1.7% +0.7% 1↑ 11↓ $3.8B -2.8% 14
Next FY
2027-12-31
 $5.22 $4.90 $5.52 27.8% +0.3% 3↑ 8↓ $5.0B 33.0% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.928
7d ago$0.928
30d ago$0.920+0.008
60d ago$1.023-0.095
90d ago$1.069-0.141
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 TD Cowen MAINTAIN Hold Hold
May 8, 2026 TD Cowen DOWNGRADE Buy Hold
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 Barclays MAINTAIN Overweight Overweight
Apr 30, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 21, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Apr 7, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 24, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 2, 2026 Barclays MAINTAIN Overweight Overweight
Feb 27, 2026 TD Cowen MAINTAIN Buy Buy
Feb 27, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 24, 2026 RBC Capital INITIATE — Outperform
Feb 20, 2026 UBS MAINTAIN Buy Buy
Feb 10, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 9, 2026 Barclays MAINTAIN Overweight Overweight
Jan 22, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 14, 2026 TD Cowen MAINTAIN Buy Buy
Jan 13, 2026 UBS MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641361071%
May 1, 202641361071%
Apr 1, 202641461072%
Mar 1, 202641461072%
Feb 1, 202641361071%
Jan 1, 202641361071%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
Enforcement
Commission approves Carlyle's acquisition of BASF Coatings, subject to conditions
The European Commission has approved, under the EU Merger Regulation , the proposed acquisition of BASF's coatings division (' BASF Coatings ') by The
Jun 1, 2026
Enforcement
Commission approves Carlyle's acquisition of BASF Coatings, subject to conditions
European Commission Press release Brussels, 02 Jun 2026 The European Commission has approved, under the EU Merger Regulation, the proposed acquisition
May 25, 2026
dark_pool
Dark Pool: CG — 2.6M shares, 53,445 trades
Week starting 2026-05-25. Total ATS volume: 2,614,766 shares across 53,445 trades.
May 21, 2026
short_volume
Short Volume: CG — 60.6% short (0.7M / 1.1M)
Short: 687,579 | Exempt: 852 | TRF Vol: 1,134,866 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: CG — 4.2M shares, 75,419 trades
Week starting 2026-05-18. Total ATS volume: 4,201,231 shares across 75,419 trades.
May 15, 2026
short_volume
Short Volume: CG — 69.0% short (0.8M / 1.2M)
Short: 802,620 | Exempt: 182 | TRF Vol: 1,163,482 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: CG — 11,242 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $50.04, FTD Value: $562,549.68, THE CARLYLE GROUP INC. COMMON
May 12, 2026
short_interest
FTD: CG — 12,457 shares ($0.6M) failed to deliver
Settlement: 20260512, Price: $49.46, FTD Value: $616,123.22, THE CARLYLE GROUP INC. COMMON
May 11, 2026
short_volume
Short Volume: CG — 65.6% short (1.0M / 1.5M)
Short: 961,603 | Exempt: 274 | TRF Vol: 1,464,801 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: CG — 4.2M shares, 81,440 trades
Week starting 2026-05-11. Total ATS volume: 4,237,550 shares across 81,440 trades.
May 7, 2026
earnings_calendar
CG Q1 2026 Earnings Before Market Open — 2026-05-07
May 6, 2026
short_volume
Short Volume: CG — 67.5% short (1.1M / 1.6M)
Short: 1,068,363 | Exempt: 1,710 | TRF Vol: 1,581,982 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: CG — 57.8% short (0.6M / 1.0M)
Short: 588,431 | Exempt: 595 | TRF Vol: 1,017,634 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: CG — 60.7% short (0.6M / 1.1M)
Short: 645,564 | Exempt: 205 | TRF Vol: 1,063,832 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: CG — 5.7M shares, 89,575 trades
Week starting 2026-05-04. Total ATS volume: 5,691,693 shares across 89,575 trades.
May 1, 2026
short_volume
Short Volume: CG — 67.7% short (0.9M / 1.3M)
Short: 897,429 | Exempt: 28 | TRF Vol: 1,325,758 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: CG — 65.3% short (0.8M / 1.3M)
Short: 829,012 | Exempt: 1,614 | TRF Vol: 1,268,629 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)