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CG · Carlyle Group Inc.

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$49.40 +1.03 (+2.13%) At close · Aug 19
Market Cap
$17.24B
Shares
356.33M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$49.40 Open$48.68 Day$48.46–50.59 52W close$40.52–69.35 Avg vol 30d3.6M Short int16.8M · 4.7% float · 6.2d Short vol36% Last earningsAug 5, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 10

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 10, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Bearish Fundamentals Weak Quant / Vol High
      Market backdrop VIX 14.9 · calm Equity put/call 0.64
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg −3%
      below
      Price vs 50-day avg +8%
      above
      RSI (14) 58
      neutral
      MACD trend Positive
      52-week position 31%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +12%
      trailing
      6-month return −9%
      trailing
      YTD return −16%
      this year
      Relative strength −20%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $46 › 200d $51 — 200d above 50d
      Institutional flow Distributing
      -5% holders QoQ · +64 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      4.70% of float · ▲ +3.5% MoM · 6.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      583 holders — mid 3-yr range
      Squeeze score 72
      high risk · 0–100
      Fundamentals
      Weak
      Revenue growth −12%
      Y/Y
      EPS growth −21%
      Y/Y
      Free cash flow $-3.4B
      Valuation P/E 50.4
      rich
      Buyback $1.6B
      remaining
      Balance sheet $301.5M
      net debt
      Quant / Vol
      risk profile
      High
      Volatility 37%
      annualized · 1-yr
      Max drawdown −42%
      past year
      ATR 3.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Sep 30, 2025
      full year
      FRE growth at least 10%
      Inflows $50B
      intermediate term
      New AUM at least $20B
      Prior guidance period ended · from the Earnings Call filed Sep 30, 2024
      Fee-related earnings · for the year $1.1B

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 5 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −3% Neutral
      Price vs 50-day avg
      +8% Bullish
      RSI (14)
      58 Neutral
      MACD trend
      Positive Bullish
      52-week position
      31% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $46 › 200d $51 — 200d above 50d
      Institutional flow Distributing
      -5% holders QoQ · +64 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      4.70% of float · ▲ +3.5% MoM · 6.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      583 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $41 Now $49 · 31% Range high $69
      vs 200-day avg -3% vs 50-day avg +8%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Carlyle AlpInvest carry funds appreciation 3% the second quarter filing —
      carry fund portfolio appreciation 3% the second quarter filing —
      corporate private equity funds appreciation 2% the second quarter filing —
      infrastructure & natural resources funds appreciation 6% the second quarter filing —
      realized proceeds from corporate private equity strategy $2.9B the second quarter of 2026 filing —
      After-tax Distributable Earnings, per common share non-GAAP $2.05 Twelve Months Ended June 30, 2026 —
      Appreciation (carry funds) 3% Q2 2026 —
      Available Capital for investment 97B Q2 2026 —
      Carry Funds Appreciation 3% Q2 2026 —
      Deployment 14.3B Q2 2026 —
      Distributable Earnings non-GAAP 886.4M Twelve Months Ended June 30, 2026 —
      Fee Related Earnings non-GAAP $358M Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Distributable Earnings $472.3M
      -$114.6M Realized Net Performance Revenues
      -$22.6M Realized Principal Investment Income
      +$22.6M Net Interest
      = Fee Related Earnings $357.7M
      Fee-earning AUM Balance, End of Period 334.41B Twelve Months Ended June 30, 2026 —
      Fee-earning AUM Inflows 41.82B Twelve Months Ended June 30, 2026 —
      Fee-earning AUM Outflows (including realizations) -28.58B Twelve Months Ended June 30, 2026 —
      FRE margin non-GAAP 47% Q2 2026 —
      In-Carry Ratio 79% Q2 2026 —
      Pending Fee-earning AUM 28B As of June 30, 2026 —
      Performance Fee Eligible AUM 237B Q2 2026 —
      Perpetual Capital Fee-earning AUM 113B Q2 2026 —
      Realized Net Performance Revenues non-GAAP $115M Q2 2026 —
      Realized Proceeds (carry funds) 6.7B Q2 2026 —
      Remaining Share Repurchase Capacity 1.6B As of June 30, 2026 —
      Total AUM Balance, End of Period 485.5B Twelve Months Ended June 30, 2026 —
      Total AUM Inflows 55.84B Twelve Months Ended June 30, 2026 —
      Total AUM Outflows (including realizations) -48.11B Twelve Months Ended June 30, 2026 —
      assets under management $475B Q1 2026 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      CG
      Carlyle Group Inc.
      this stock
      		$17.24B -16.4% -11.9% 50.4 4.7%
      BLK
      BlackRock, Inc.
      		 $375.11B +8.3% +16.2% 27.7 0.7%
      BX
      Blackstone Inc.
      		 $105.53B -5.9% +9.2% 31.5 3.5%
      KKR
      KKR & Co. Inc.
      		 $97.69B -15.9% -11.0% — 1.6%
      BN
      BROOKFIELD Corp /ON/
      		 $94.05B -8.1% — — 0.9%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      583
      % held
      67.1%
      Net QoQ
      +13.2M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      444
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      16.8M
      Days to cover
      6.2d
      Change
      +559.4K sh
      View
      Short Volume
      Short vol %
      36%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2
      Value
      $91
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      44.5%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Jefferson Shreve
      Amount
      $50.0K–$100.0K
      Traded
      May 12, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $4.8B
      Net income (FY)
      $808.7M
      EPS diluted
      $2.18
      View
      Buybacks
      Authorized
      $2.0B
      Remaining
      $1.6B
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 10, 2026
      This year
      13
      View
      Proposed Sales
      Value
      $23.9M
      Shares
      500.0K
      Filed
      Mar 19, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 5, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CG +2.3% +12.1% -9.3% +7.3% -16.4%
      SPY -0.4% +2.6% +10.7% +2.7% +12.5%
      vs SPY +2.7% +9.5% -20.0% +4.6% -29.0%

      Capital returns

      Latest dividend
      $0.35 / share · ex Aug 17, 2026
      Raised 7.7%
      Paid (TTM)
      $1.40 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.83%
      Buyback program · as of Jun 30, 2026
      Authorized
      $2.00B
      Spent (derived)
      $400.00M
      Remaining
      $1.60B
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1527166 CUSIP 14316J108 13F (30d) 528 filings 507 filers Visit website Investor relations

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