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Carlyle Group Inc.

CG
Financial ServicesAsset Management Website
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Alpha Score BreakdownHow it works →

Alpha Score of 38 reflects weak overall profile with weak momentum, weak value, poor quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.

Momentum
50
Weak
Value
50
Weak
Quality
26
Poor
Sentiment
–
no data
Key StatisticsUpdated Apr 15
P/E Ratio
22.99
Forward P/E
–
PEG Ratio
–
EPS (TTM)
2.27
Dividend Yield
2.73%
Beta
1.99
Revenue (TTM)
–
Net Margin
16.92%
ROE
14.18%
Debt / Equity
2.33
52W High
$69.35
52W Low
$34.78
Top Institutional HoldersFrom 13F filings
FundShares HeldPosition ValueAction (latest Q)
Marshall Wace742K$43.87MNEW
Citadel
Ken Griffin
711K$42.06MNEW
D.E. Shaw
David Shaw
165K$9.78MNEW
Point72
Steve Cohen
34K$2.02MNEW
Politicians who traded CGFrom Senate & House PTRs
PoliticianDateTypeAmount
Jefferson Shreve
R-IN
2025-05-12sale$50k – $100k
Jefferson Shreve
R-IN
2025-04-07purchase$50k – $100k
Thomas Suozzi
D-NY
2021-11-18sale$50k – $100k
Nick J. Rahall
WV
2014-09-09purchase$1k – $15k
John Hoeven2013-04-29purchase$100k – $250k
About Carlyle Group Inc.

The Carlyle Group Inc. is a leading global investment firm specializing in alternative asset management. It deploys private capital across three core business segments: Global Private Equity, which encompasses private equity, real estate, infrastructure, and natural resources; Global Credit; and Investment Solutions, known as Carlyle AlpInvest. These segments manage substantial assets, primarily serving institutional investors and high-net-worth individuals seeking diversified exposure to alternative investments. The firm invests wisely to create value for its investors, portfolio companies, and the communities where it operates, leveraging deep industry expertise. With operations through 29 offices across five continents, The Carlyle Group Inc. caters to more than 3,100 active carry fund investors from 87 countries, playing a pivotal role in the alternative asset management industry by providing sophisticated investment strategies in private markets.

CEO
Mr. Harvey Mitchell Schwartz
Employees
2,500
Quick Facts
Exchange–
SectorFinancial Services
IndustryAsset Management
Market Cap–
Avg Volume3.15M
Key Dates

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