Carlyle Group Inc. (CG) Stock
CG has an Alpha Score of 26 out of 100 (poor), computed on Nov 1, 2026 from 3 of 4 sub-scores. 6 members of Congress disclosed 12 trades in CG since 2013: 4 purchases and 8 sales, most recently Jefferson Shreve (sale, May 12, 2025). 7 of the hedge funds AlphaScala tracks reported CG in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Point72's at $92.00M. Company insiders reported 0 open-market buys and 1 sale on SEC Form 4 in the 90 days to Nov 4, 2026. Its trailing P/E ratio is 39.3 and its net margin 10.1% (key statistics as of Nov 2, 2026).
What is CG's Alpha Score?
How it works →Alpha Score of 26 reflects poor overall profile with poor momentum, moderate value, poor quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 1, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Carlyle Group Inc. (CG)?
Most recent: Jefferson Shreve (sale, May 12, 2025); records start Apr 29, 2013.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Jefferson Shreve R-IN · House | 2025-05-12 | sale | $50k – $100k |
| Jefferson Shreve R-IN · House | 2025-04-17 | partial sale | $15k – $50k |
| Jefferson Shreve R-IN · House | 2025-04-07 | purchase | $50k – $100k |
| Jefferson Shreve R-IN · House | 2025-03-05 | sale | $15k – $50k |
| Shri Thanedar D-MI · House | 2023-01-23 | partial sale | $15k – $50k |
| Shri Thanedar D-MI · House | 2023-01-23 | sale | $15k – $50k |
| Shri Thanedar D-MI · House | 2023-01-23 | partial sale | $1k – $15k |
| Tom Suozzi D-NY · House | 2021-11-18 | sale | $50k – $100k |
From STOCK Act periodic transaction reports. House filings as of Nov 3, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
See all CG political trades →Which hedge funds own CG?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Point72 Steve Cohen | 2.18M | $92.00M | +976% |
| Citadel Ken Griffin | 835K | $35.17M | NEW |
| Renaissance Technologies Jim Simons (founder) | 745K | $31.36M | +445% |
| Marshall Wace | 600K | $25.28M | NEW |
| D.E. Shaw David Shaw | 239K | $10.06M | +1263% |
| Soros Fund Management George Soros (founder) | 227K | $9.55M | -7% |
| Millennium Management Israel Englander | 178K | $7.51M | -97% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Carlyle Group Inc. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 11, 26 | Rubenstein David M. | Director | SELL | 400.0K | $17.1M |
SEC Form 4 filings as of Nov 4, 2026
See cluster-buy signals across all tickers →What are CG's key statistics?
Key statistics as of Nov 2, 2026
How does CG's valuation compare with the Financials sector?
| Metric | CG | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 39.3 | 12.9 | 215 |
| Net margin | 10.08% | 20.11% | 200 |
| Return on equity | 6.61% | 12.39% | 225 |
| Dividend yield (payers) | 4.30% | 3.30% | 169 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 5, 2026). P/E excludes loss-making companies.
CG price chart
Powered by TradingViewWhat does Carlyle Group Inc. do?
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.