SURVYR

CG

The Carlyle Group Inc.
$39.06
+$0.53 (1.38%)Oct 28 close
FinancialsS&P 400 CompareTechnicals
1M3M6M1Y2Y
-37%-23%-9%+5%+19%Oct 2025Oct 2026Apr 202652w high $67.3052w low $35.41
CGSPY
Wall St. Highest PT $73.00 (+86.9%) Wall St. Avg PT $51.37 (+31.5%)
$36$51$67$83$98POC $45Hi $73Avg $51
Underwater Drawdown %Max DD -44.8%Current -39.7%
0.0%-44.8%
Relative Strength vs SPY-45.0% vs SPYUnderperforming
+58%0%-58%
1W
+$1.79 (4.80%)
1M
−$0.46 (1.16%)
3M
−$5.32 (11.99%)
6M
−$8.06 (17.11%)
YTD
−$18.83 (32.52%)
1Y
−$17.08 (30.42%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
20 analysts · mean score 2.25
1 = Strong Buy · 5 = Sell
Strong Buy420%
Buy630%
Hold945%
Underperform00%
Sell15%
Wall Street consensus
Analyst price targets
Current price$39.06
Average target$51.37
+$12.31 (+31.5%) upsideaverage target vs current price
CurrentAverageMedian
Low$41.00
Median$50.00
High$73.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-27 · BMO Capital reiterated Outperform on CG
Reiterated
2026-10-19 · Piper Sandler reiterated Overweight on CG
Reiterated
2026-10-13 · UBS reiterated Buy on CG
Reiterated
2026-10-12 · TD Cowen reiterated Hold on CG
Reiterated
2026-10-08 · Barclays reiterated Overweight on CG
Reiterated
2026-10-05 · RBC Capital reiterated Sector Perform on CG
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$13.7B
P/E (last 12 months)39.7
P/E (next 12 months, estimated)7.8
52-week range$35.41 – $67.30
Revenue growth (latest quarter vs a year ago)-32.9%
Dividend yield3.61%
Analyst consensusBuy (19)
Average analyst price target$51.37 (+32%)

What they do

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. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions.

Financial Services · Asset Management
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
8th percentile in sector
D-
12-1 return: -23.5%
Percentile within its GICS sector across the S&P 1500.
Growth
1st percentile in sector
F
Revenue growth (YoY): -32.9%
Percentile within its GICS sector across the S&P 1500.
Value
88th percentile in sector
A-
Forward E/P: 13.7% · EBITDA/EV: –
Percentile within its GICS sector across the S&P 1500.
Profitability
22nd percentile in sector
D
Profit margin: +13.0% · Return on equity: +7.8%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

CG earningsNext report in 7 days
Next report
Wed Nov 4, 2026Time not confirmed
EPS consensus$0.97 range $0.90–$1.07
Revenue consensus$906.9M 8 analysts
Last 4 quarters · EPS vs estimate
Aug 5, 2026$1.07est $0.91+18.0%Above estimates
May 7, 2026$0.89est $0.92−2.8%Below estimates
Feb 6, 2026$1.01est $0.99+1.7%Above estimates
Oct 31, 2025$0.96est $1.02−5.8%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:24:08 ET
24-1125-0225-0525-0825-1026-0226-0526-080.001.14
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$854.6M-12.6%
2026-03-31$352.5M–
2025-12-31$996.0M–
2025-09-30$573.4M–
2025-06-30$977.3M–

Recent dividends

2026-08-17: $0.350 · 2026-05-18: $0.350 · 2026-02-13: $0.350 · 2025-11-10: $0.350 · 2025-08-18: $0.350 · 2025-05-19: $0.350 · 2025-02-21: $0.350 · 2024-11-18: $0.350

News & catalysts

More news
Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Financial Results for the Third Quarter Ended September 30, 2026
GlobeNewswire · Oct 16
New Private-Equity Firm Specializes in Giving Companies AI Glow-Ups
The Wall Street Journal · Oct 15
New Private-Equity Firm Specializes in Giving Companies AI Glow-Ups
The Wall Street Journal · Oct 15
Nubank, Carlyle, StepStone Group, Cohen & Steers, and Houlihan Lokey Shares Plummet, What You Need To Know
StockStory · Oct 14
Sector Update: Financial Stocks Advance Friday Afternoon
MT Newswires · Oct 09
Rating changes
Reiterated
2026-10-27 · BMO Capital reiterated Outperform on CG
Reiterated
2026-10-19 · Piper Sandler reiterated Overweight on CG
Reiterated
2026-10-13 · UBS reiterated Buy on CG
Reiterated
2026-10-12 · TD Cowen reiterated Hold on CG
Reiterated
2026-10-08 · Barclays reiterated Overweight on CG
Reiterated
2026-10-05 · RBC Capital reiterated Sector Perform on CG

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Rubenstein David M.
Director · 2026-09-11
Sell
$17.1M
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:24:08 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026