Carlyle Group (The) (CG)

Nasdaq Financials Asset Management & Custody Banks S&P MidCap 400
$39.70
-0.26 (-0.65%)
Close of Nov 06, 2026 · end-of-day data
SMA 50SMA 2005Y/10Y use weekly candles (10/40-week averages)

Performance

price return
1W-1.2%
1M+3.4%
3M-16.9%
6M-21.6%
YTD-32.8%
1Y-23.7%
3Y+44.0%
5Y-29.3%

Key statistics

Full financials →
Market cap$14.1B
P/E (TTM)42.2
EPS (TTM, diluted)$0.94
P/S3.89
P/B2.13
EV / EBITDA—
Revenue (TTM)$3.61B
Revenue growth-7.6%
Net margin9.8%
ROE5.4%
Debt / equity0.34
FCF yield-15.7%
Dividend yield3.53%
Payout ratio149%
Beta (1Y)1.48
Volatility (1Y)37.4%
52-week range$35.41 – $67.30
Avg volume (50D)3.35M

Revenue & net income — last 8 quarters

Statements →
Nov 4, 5:47 PM ET

Carlyle Q3 2026 net loss of $8 million; distributable earnings rise to $1.12 a share

Mixed earnings 2.02

Carlyle reported unaudited third quarter 2026 results, with a U.S. GAAP net loss attributable to the company of $8 million, or $0.02 per diluted share, compared with a $0.9 million profit a year earlier. Distributable Earnings rose to $433 million, or $1.12 per share, from $368 million, or $0.96 per share, in the prior-year quarter, while Fee Related Earnings fell 6% to $293 million. Shareholders also received a $0.35 quarterly dividend declaration.

  • U.S. GAAP net loss attributable to The Carlyle Group Inc. was $8 million, or $0.02 per diluted share, versus $0.9 million, or $0.00 per share, in Q3 2025
  • Distributable Earnings were $433 million, or $1.12 per common share, versus $368 million, or $0.96, in Q3 2025
  • Fee Related Earnings were $293 million, down 6% from $312 million in Q3 2025
  • Quarterly dividend of $0.35 per share declared, payable November 23, 2026 to holders of record on November 16, 2026
Read the filing on SEC.gov ↗
Aug 4, 5:46 PM ET

Carlyle Q2 profit falls to $137 million; distributable earnings rise to $472 million

Mixed earnings Written later 2.02

Carlyle reported second quarter 2026 results on August 5, 2026. U.S. GAAP net income attributable to common stockholders fell to $137 million, or $0.37 per diluted share, from $320 million, or $0.87, a year earlier, while total revenues fell to $1.12 billion from $1.57 billion. Non-GAAP distributable earnings rose to $472 million from $431 million, and the Board declared a $0.35 quarterly dividend.

  • GAAP net income attributable to common stockholders was $137 million, or $0.37 per diluted share, in Q2 2026, versus $320 million, or $0.87, in Q2 2025
  • Total revenues were $1.12 billion in Q2 2026, versus $1.57 billion in Q2 2025
  • Distributable earnings were $472 million in Q2 2026, or $1.07 per share, versus $431 million in Q2 2025; fee related earnings were $358 million
  • Quarterly dividend of $0.35 per share is payable August 26, 2026 to holders of record on August 17, 2026
Read the filing on SEC.gov ↗
Jun 5, 4:30 PM ET

Carlyle Group shareholders approve equity incentive plan and elect 13 directors

Neutral shareholder Written later 5.025.07

At its June 3, 2026 annual meeting, Carlyle Group shareholders approved the Amended and Restated 2012 Equity Incentive Plan, which the board had already approved subject to shareholder approval. Shareholders also re-elected all 13 director nominees, ratified Ernst & Young LLP as auditor for 2026, and approved named executive officer compensation on a non-binding basis.

  • Equity Incentive Plan approved: 252,707,398 for, 49,426,621 against, 185,626 abstain, 30,694,352 broker non-votes
  • All 13 director nominees elected to one-year terms; lowest support was William E. Conway, Jr. and others with 288,425,619 or more votes for; Lawton W. Fitt received 288,425,619 for and 13,894,026 withheld
  • Say-on-pay (non-binding): 246,902,606 for and 54,984,239 against
  • Ernst & Young LLP ratified as independent registered public accounting firm for 2026: 325,337,355 for and 7,384,983 against
Read the filing on SEC.gov ↗
Jun 1, 8:00 AM ET

Carlyle Names Kate Heinzelman General Counsel, Effective June 29, 2026

Neutral leadership Written later 5.027.01

Carlyle appointed Kate Heinzelman, former General Counsel of the Central Intelligence Agency, as its General Counsel effective June 29, 2026. Jeffrey Ferguson, who has held the role since 1999, will move to a Senior Advisor role on the same date to support the transition.

  • Kate Heinzelman joins as General Counsel effective June 29, 2026, reporting directly to CEO Harvey Schwartz
  • Heinzelman served as CIA General Counsel from July 2022 to January 2025
  • Jeffrey Ferguson, General Counsel since 1999, becomes a Senior Advisor effective June 29, 2026
  • Ferguson's planned retirement was first disclosed on December 5, 2025
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Recent SEC filings

EDGAR ↗

Famous investors who own CG

All investors →
InvestorValue% of portfolioLast quarter
Renaissance Technologies $31.36M0.04% Added
George Soros Soros Fund Management $9.55M0.12% Reduced

From each investor's latest 13F filing (Q2 2026); positions are as of the quarter end and filed up to 45 days later.

Trades disclosed by members of Congress

All CG congressional trades →
TradedMemberTypeAmount
May 12, 2025Jefferson Shreve IN-06Sell$50,001 – $100,000
Apr 17, 2025Jefferson Shreve IN-06Sell (partial)$15,001 – $50,000
Apr 07, 2025Jefferson Shreve IN-06Buy$50,001 – $100,000
Mar 05, 2025Jefferson Shreve IN-06Sell$15,001 – $50,000

From House periodic transaction reports (STOCK Act); amounts are the form's ranges.

Insider transactions

All insider trades →
DateInsiderTypeSharesPriceValue
Nov 01Nedelman Jeffrey
Co-President
Tax Withholding120.39K$40.18$4.84M

Prices are end-of-day and split-adjusted. Financial data from Carlyle Group (The)'s SEC XBRL filings. Not investment advice.