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The Carlyle Group Inc. (CG) 

NASDAQ
Market Cap
$19.76B
Sector
Financial Services
Industry
Asset Management
Rank in Sector
346 of 643
Rank in Industry
55 of 101

Largest Insider Buys in Sector

CG Stock Price History Chart

CG Stock Performance

About The Carlyle Group Inc.

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, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).

Insider Activity of The Carlyle Group Inc.

Over the last 12 months, insiders at The Carlyle Group Inc. have bought $0 and sold $25.54M worth of The Carlyle Group Inc. stock.

On average, over the past 5 years, insiders at The Carlyle Group Inc. have bought $55M and sold $778.88M worth of stock each year.

There was no buying activity among insiders over the last 12 months.

The last purchase of 1,269,537 shares for transaction amount of $10.82M was made by CG Subsidiary Holdings L.L.C. (10 percent owner) on 2023‑09‑12.

List of Insider Buy and Sell Transactions, The Carlyle Group Inc.

2024-11-12Saledirector
495,542
0.1364%
$51.53$25.54M+0.74%
2023-12-15SaleChief Executive Officer
295,358
0.0818%
$41.74$12.33M+5.75%
2023-09-12Purchase10 percent owner
1.27M
0.0914%
$8.52$10.82M+23.49%
2023-08-28Purchase10 percent owner
4.82M
0.364%
$8.30$40M+33.71%
2023-08-28Purchase10 percent owner
504,042
0.0381%
$8.30$4.18M+33.71%
2023-08-02SaleChief Financial Officer
25,828
0.007%
$32.36$835,794+22.17%
2023-08-02SaleGeneral Counsel
11,939
0.0033%
$32.36$386,346+22.17%
2023-08-02SaleChief Operating Officer
27,067
0.0074%
$32.36$875,888+22.17%
2023-08-02SaleChief Human Resources Officer
13,413
0.0037%
$32.36$434,045+22.17%
2023-08-02SaleChief Accounting Officer
6,669
0.0018%
$32.36$215,809+22.17%
2023-02-07SaleChief Financial Officer
19,401
0.0053%
$36.10$700,376-11.76%
2023-02-07SaleGeneral Counsel
12,053
0.0033%
$36.10$435,113-11.76%
2023-02-07SaleChief Operating Officer
20,756
0.0057%
$36.10$749,292-11.76%
2023-02-07SaleChief Human Resources Officer
19,476
0.0053%
$36.10$703,084-11.76%
2023-02-01SaleChief Financial Officer
10,395
0.0029%
$36.36$377,962-11.90%
2023-02-01SaleGeneral Counsel
6,908
0.0019%
$36.36$251,175-11.90%
2023-02-01SaleChief Operating Officer
11,096
0.003%
$36.36$403,451-11.90%
2023-02-01SaleChief Human Resources Officer
10,467
0.0029%
$36.36$380,580-11.90%
2022-08-01SaleChief Financial Officer
38,890
0.0105%
$37.85$1.47M-18.36%
2022-08-01SaleGeneral Counsel
9,070
0.0025%
$37.85$343,300-18.36%

Insider Historical Profitability

3.96%
D'Aniello Daniel A.director
0
0%
$55.2404
TCG Financial Services, L.P.10 percent owner
42398583
11.8537%
$55.2410+7.43%
TC Group IV, L.P.10 percent owner
29330184
8.2001%
$55.2406
Rubenstein David M.
29249644
8.1776%
$55.2409
Falcon Aerospace Holdings, LLC10 percent owner
23330184
6.5226%
$55.2401
CAGP, LTD.10 percent owner
8248233
2.306%
$55.24015
Youngkin Glenn A.Co-Chief Executive Officer
8172695
2.2849%
$55.2421+2.48%
SCHWARTZ HARVEY MChief Executive Officer
6768046
1.8922%
$55.2401
CLARE PETER JSee remarks.
4894757
1.3685%
$55.2402
CG Subsidiary Holdings L.L.C.10 percent owner
4785628
1.338%
$55.2430
Carlyle Financial Services Harbor, L.P.10 percent owner
2769312
0.7742%
$55.2403
Buser Curtis L.Chief Financial Officer
1221416
0.3415%
$55.24019
Ferguson Jeffrey W.General Counsel
1182891
0.3307%
$55.24015
Finn ChristopherChief Operating Officer
955587
0.2672%
$55.24011
Cavanagh Michael JSee Remarks
917881
0.2566%
$55.2401
LEE KEWSONGChief Executive Officer
717770
0.2007%
$55.2407
Larson Bruce M.Chief Human Resources Officer
403069
0.1127%
$55.2407
Andrews Charles Elliott Jr.Chief Accounting Officer
84745
0.0237%
$55.2404
HILL JANETdirector
41680
0.0117%
$55.2410+7.7%
WELTERS ANTHONYdirector
27669
0.0077%
$55.2410<0.0001%
ROBERTSON THOMAS Sdirector
21930
0.0061%
$55.2401
Bentley Pamela LChief Accounting Officer
19969
0.0056%
$55.24015
Mathias Edward Jdirector
16981
0.0047%
$55.2403
TC Group V, L.P.10 percent owner
0
0%
$55.2401
Carlyle Group Management L.L.C.10 percent owner
0
0%
$55.24373+5.36%

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
VanEck$130.19M6.1222.03M+138,205.02%+$130.1M0.2
Capital World Investors$940.69M5.5720.05M+0.4%+$3.74M0.16
William Blair Investment Management$554.45M3.2811.82M+6.5%+$33.85M1.43
Donald Smith & Co Inc$63.52B2.9910.75M+8.78%+$5.13B88.02
Ruffer LLP$51.77B2.448.78M+4.49%+$2.22B95.37
Alkeon Capital Management Llc$405.59M2.48.65M+9.5%+$35.18M2.24
State Street$378.66M2.248.07M+2.1%+$7.78M0.02
The Vanguard Group$47.16B2.227.98M-67.92%-$99.86B0.87
Vulcan Value Partners$365.4M2.177.79M-7.62%-$30.13M5.31
Condire Management Lp$36.61B1.726.2M-33.56%-$18.49B98.11
Ariel Investments$229.06M1.364.88M-23.55%-$70.57M2.25
Beutel, Goodman & Company Ltd.$202.5M1.24.32M-0.07%-$136,601.261.04
Legal & General$195.97M1.164.18M+895.82%+$176.29M0.05
Geode Capital Management$177.12M1.053.78M+4,061.32%+$172.86M0.02
Connor Clark & Lunn Investment Management Ltd$19.73B0.933.34M+777.65%+$17.48B43
Helikon Investments Ltd$19B0.893.22M-43.3%-$14.51B94.99
Capital International Investors$142.51M0.843.04MNew+$142.51M0.03
Pale Fire Capital Se$17.57B0.832.97M+64.42%+$6.88B95.92
Fidelity Investments$116.88M0.692.49M+18.86%+$18.54M0.01
Boston Partners$109.12M0.652.33MNew+$109.12M0.13
Heartland Advisors Inc$13.34B0.632.26M+2.84%+$368.19M87.57
Dimensional Fund Advisors$99.87M0.592.13M-10.09%-$11.21M0.03
JPMorgan Chase$12.01B0.572.03M+96.46%+$5.9B1.07
Frontier Capital Management Co$94.5M0.562.01M+145.49%+$56M0.89
Bamco$91.21M0.541.94M-0.15%-$140,730.000.24
Royal Bank of Canada$10.99B0.521.86M+567.64%+$9.34B2.61
Northern Trust$84.72M0.51.81M-6.55%-$5.94M0.01
Citigroup$10.55B0.51.78M-53.69%-$12.23B7.82
HERITAGE ASSET MANAGEMENT INC$82.49M0.491.78MNew+$82.49M0.42
Invesco$10.44B0.491.77M+110.93%+$5.49B2.16
Morgan Stanley$10.36B0.491.75M-85.23%-$59.82B0.77
Thrivent Financial For Lutherans$77.66M0.461.66M-2.94%-$2.35M0.16
Davis Asset Management L P$70.36M0.421.5M0%+$03.23
Charles Schwab$65.98M0.391.41M+1.22%+$794,045.570.01
Two Sigma$7.98B0.381.35M+23.99%+$1.54B11.99
Markel Corporation$62.25M0.371.33M0%+$00.61
Arrowstreet Capital, Limited Partnership$7.68M0.361.3M+131.84%+$4.37M0.01
Brown Advisory$59.04M0.351.26M-1.23%-$732,968.750.08
Amundi$6.1B0.281M+78.17%+$2.68B2.55
UNITED SERVICES ADVISORS INC$5.78B0.27978,206+24.14%+$1.12B80.02
Bank of Montreal$5.56B0.26939,892+263.31%+$4.03B1.73
Two Sigma Advisers LP$5.32B0.25899,935+40.48%+$1.53B8.75
Bank of America$39.59M0.23843,902-39.6%-$25.95M<0.01
Barclays$38.6M0.23822,869+1,776.94%+$36.55M0.02
LGT Capital Partners$38.56M0.23822,000-42.13%-$28.08M1.21
Point72 Asset Management$38.16M0.23813,481New+$38.16M0.06
Polaris Capital Management, LLC$37.4M0.22797,200+20.82%+$6.45M1.87
Goldman Sachs$37.35M0.22796,205-74.84%-$111.11M0.01
American Century Investments$4.66B0.22788,531+647.03%+$4.03B2.86
Rockefeller Capital Management L P$35.78M0.21762,723-5%-$1.88M0.11
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Information is provided 'as-is' and solely for informational purposes and is not advice. Prismo does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.