CG

Carlyle Group Inc.

$44.71 +0.53 (+1.20%) At close · Jul 10

Market Cap

$16.09B

359,974,427

Up next

Next earnings call

Aug 5, 2026 Est · unconfirmed · in 3 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed May 8, 2026

AI Brief

TL;DR.

Bullish

Bearish

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

Equibles Rating blended score · not investment advice

Overall

Sell

SellHoldBuy

Technical Neutral Momentum Very Weak Sentiment Bearish Fundamentals Weak Quant / Vol High

Market backdrop VIX 15 · calm Equity put/call 0.55

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg −16%

below

Price vs 50-day avg −2%

below

RSI (14) 53

neutral

MACD trend Positive

52-week position 17%

mid-range

Momentum

relative strength

Very Weak

1-month return +1%

trailing

6-month return −32%

trailing

YTD return −24%

this year

Relative strength −41%

vs S&P · 6-mo

Sentiment

smart money

Bearish

Trend (MA cross) No cross

50d $46 › 200d $53 — 200d above 50d

Institutional flow Distributing

24 of 607 funds reported for Jun 30 · net -402.7K sh shares · +2 new

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

4.72% of float · ▲ +4.1% MoM · 3.5 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

607 holders — mid 3-yr range

Squeeze score 62

elevated · 0–100

Fundamentals

Weak

Revenue growth −12%

Y/Y

EPS growth −21%

Y/Y

Free cash flow $-3.4B

Valuation P/E 30.6

rich

Buyback $1.9B

remaining

Balance sheet $101.4M

net debt

Quant / Vol

risk profile

High

Volatility 37%

annualized · 1-yr

Max drawdown −41%

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.

Technicals

trend & momentum for long-term holders Neutral

1 · 4 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−16% Bearish

Price vs 50-day avg

−2% Neutral

RSI (14)

53 Neutral

MACD trend

Positive Bullish

52-week position

17% Neutral

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $46 › 200d $53 — 200d above 50d

Institutional flow Distributing

24 of 607 funds reported for Jun 30 · net -402.7K sh shares · +2 new

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

4.72% of float · ▲ +4.1% MoM · 3.5 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

607 holders — mid 3-yr range

Price context

position in its 52-week range

52-wk low $40 Now $45 · 17% 52-wk high $69

vs 200-day avg -16% vs 50-day avg -2%

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

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings

Metric	Latest	Period	YoY
AlpInvest FRE non-GAAP	$68M	Q1 2026 call	—
AlpInvest inflows	$7B	Q1 2026 call	—
AlpInvest net accrued performance revenues	$643M	Q1 2026 call	—
AlpInvest total AUM	$107B	Q1 2026 call	—
asset-backed finance strategy AUM	$12B	Q1 2026 call	—
CP VII DPI	70%	Q1 2026 call	—
CP VII proceeds returned	$5B	Q1 2026 call	—
CP VII remaining fair value	$17B	Q1 2026 call	—
deployment	$10B	Q1 2026 call	—
direct lending nonaccrual rate	1%	Q1 2026 call	—
distributable earnings non-GAAP	$327M	Q1 2026 call	—
distributable earnings per share non-GAAP	$0.89	Q1 2026 call	—
dry powder	$96B	Q1 2026 call	—
Evergreen wealth strategies AUM	$19B	Q1 2026 call	—
fee-related earnings non-GAAP	$300M	Q1 2026 call	—
fee-related earnings margin non-GAAP	47%	Q1 2026 call	—
fee-related performance revenues	$45M	Q1 2026 call	—
Global Credit FRE non-GAAP	$93M	Q1 2026 call	—
Global Credit inflows	$4B	Q1 2026 call	—
Global Credit management fees	$147M	Q1 2026 call	—
Global Credit total AUM	$209B	Q1 2026 call	—
Global Private Equity FRE non-GAAP	$140M	Q1 2026 call	—
new capital inflows	$13B	Q1 2026 call	—
realized proceeds	$12B	Q1 2026 call	—
structured credit default rate	50	Q1 2026 call	—
transaction fees	$54M	Q1 2026 call	—
U.S. buyout fund commitment secured	$5B	Q1 2026 call	—
U.S. buyout proceeds returned to investors	$7B	Q1 2026 call	—
employees	2,500	as of December 31, 2025	—

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

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	$16.09B	-23.9%	-11.9%	30.6	4.7%
BLK BlackRock, Inc.	$337.44B	-2.7%	+16.2%	26.1	0.6%
BN BROOKFIELD Corp /ON/	$97.68B	-4.4%	—	—	0.7%
BX Blackstone Inc.	$91.44B	-19.2%	+9.2%	31.6	3.1%
KKR KKR & Co. Inc.	$87.04B	-23.8%	-11.0%	—	1.7%

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 Reducing

Holders

606

% held: 59.3%
Reported: 24 of 607
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

427

View

Short & Settlement

Short Interest Rising

Shares short

17.0M

Days to cover: 3.5d
Change: +677.1K sh

View

Short Volume

Short vol %

64%

As of: Jul 10, 2026

Short Total

View

Fails to Deliver

FTD shares

33.0K

Value: $1.5M
As of: Jun 12, 2026

View

Off-Exchange

Off-exchange %

35.8%

Week of: Jun 15, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Jefferson Shreve

Amount: $50.0K–$100.0K
Traded: May 12, 2025

View

Financials

Revenue (FY)

$4.8B

Net income (FY): $808.7M
EPS diluted: $2.18

View

Buybacks

Authorized

$2.0B

Remaining: $1.9B

Spent Remaining

View

Filings

SEC Filings

Latest

Investor Event Transcript

Filed: Jun 30, 2026
This year: 11

View

Proposed Sales

Value

$23.9M

Shares: 500.0K
Filed: Mar 19, 2026

View

Earnings & Events

Earnings Calls

Last call

Jun 10, 2026

View

Investor Relations

Upcoming events

View

Performance

	5D	20D	120D	MTD	YTD
CG	+4.4%	+1.4%	-31.9%	+6.2%	-23.9%
SPY	+1.4%	+4.1%	+9.1%	+1.1%	+10.7%
vs SPY	+3.0%	-2.7%	-41.0%	+5.1%	-34.6%

Capital returns

Latest dividend

$0.35 / share · ex May 18, 2026

Paid (TTM)

$1.40 / share · 4 payouts

Dividend yield (TTM, derived)

3.13%

Buyback program · as of Mar 31, 2026

Authorized

$2.00B

Spent (derived)

$100.00M

Remaining

$1.90B

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) 43 filings 23 filers Visit website Investor relations

CG

Price & Indicators

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns