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The Carlyle Group Inc. (CG)

Financial Services | Asset Management | Washington, United States | NasdaqGS
49.09 USD -0.15 (-0.305%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 49.09

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:★★★☆☆
Hot Take | Aug. 22, 2026, 3:07 a.m. EDT

The Carlyle Group presents a classic value trap scenario where the math looks attractive but the business reality is deteriorating. While the forward P/E of 9.7x suggests cheapness, the company is currently bleeding revenue (-33%) and earnings (-57%), with operating cash flow turning significantly negative. This fundamental decay explains why the stock is trading at a massive discount to its peers and why analysts have recently turned bearish. The 2.9% dividend yield is enticing, but it is being funded by a payout ratio exceeding 145%, meaning the company is paying out more than it earns, which is unsustainable without further capital erosion. Technically, the stock is struggling to break free from its downtrend, trading below its 200-day moving average despite a recent bounce. The options market confirms this hesitation; traders are buying insurance against a fall to $40 rather than betting aggressively on a rally to $60. While the long-term trajectory over the last decade has been positive (+300%), the last few years have seen a brutal correction, and the current fundamentals do not support a 'buy' thesis yet. The stock is cheap because the business is broken, not because it is a bargain.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.034526
AutoETS0.035659
AutoARIMA0.035659
MSTL0.035685

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 43%
H-stat 2.39
Ljung-Box p 0.000
Jarque-Bera p 0.547
Excess Kurtosis 0.37
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-09-29
Last Dividend Date 2026-08-16
Debt to Equity Ratio 197.617
Revenue per Share 7.791
Market Cap 17,492,377,600
Trailing P/E 51.14
Forward P/E 9.61
Beta 1.83
Profit Margins 13.01%
Website https://www.carlyle.com

As of Aug. 22, 2026, 3:07 a.m. EDT: Speculators are positioning defensively with heavy put volume at the $40 strike for September expiration, suggesting a fear of a drop to the lower end of the range. Conversely, there is significant call open interest at the $52.50 strike for September, creating a resistance wall just above current prices. The imbalance in implied volatility shows elevated premiums for downside protection compared to upside potential, indicating a market sentiment that leans cautious despite the recent price recovery.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.72% 2.78% 3.01% 3.27%
Dividend History
Date Dividend Yield %
2026-08-17 0.350 0.721055
2026-05-18 0.350 0.751073
2026-02-13 0.350 0.642320
2025-11-10 0.350 0.666667
2025-08-18 0.350 0.551615
2025-05-19 0.350 0.730689
2025-02-21 0.350 0.701965
2024-11-18 0.350 0.688164
2024-08-16 0.350 0.851374
2024-05-13 0.350 0.838926
2024-02-22 0.350 0.777951
2023-11-20 0.350 1.097867
2023-08-14 0.350 1.115716
2023-05-15 0.350 1.306945
2023-02-21 0.325 0.954479
2022-11-17 0.325 1.136364
2022-08-08 0.325 0.920941
2022-05-09 0.325 0.914977
2022-02-14 0.250 0.534531
2021-11-08 0.250 0.425894
2021-08-09 0.250 0.529549
2021-05-10 0.250 0.561672
2021-02-12 0.250 0.672766
2020-11-09 0.250 0.903832
2020-08-10 0.250 0.918780
2020-05-11 0.250 1.017087
2020-02-14 0.250 0.778089
2019-11-08 0.310 1.131800
2019-08-09 0.430 1.911111
2019-05-10 0.190 0.921435
2019-02-15 0.430 2.329361
2018-11-09 0.420 2.105263
2018-08-10 0.220 0.936170
2018-05-10 0.270 1.241379
2018-02-16 0.330 1.416309
2017-11-09 0.560 2.604651
2017-08-10 0.420 2.058824
2017-05-11 0.100 0.554017
2017-02-16 0.160 1.000000
2016-11-04 0.500 3.355705
2016-08-11 0.630 3.922790
2016-05-12 0.260 1.638311
2016-02-19 0.290 1.926910
2015-11-12 0.560 3.156708
2015-08-17 0.890 3.766399
2015-05-13 0.330 1.111860
2015-02-19 1.610 5.958549
2014-11-06 0.160 0.566171
2014-08-07 0.160 0.523047
2014-05-12 0.160 0.512985
2014-02-27 1.400 3.882418
2013-11-14 0.160 0.502197
2013-08-15 0.160 0.616096
2013-05-16 0.160 0.533511
2013-02-28 0.850 2.683081
2012-11-15 0.160 0.625978
2012-08-16 0.110 0.440176
Additional Data
dividendRate 1.4
dividendYield 2.84
exDividendDate 2026-09-30
trailingAnnualDividendRate 1.4
trailingAnnualDividendYield 0.028432168
lastDividendValue 0.35
lastDividendDate 2026-08-17
dividendDate 2026-08-26

Info Dump

Attribute Value
52 Week Change -0.23575974
Address1 1,001 Pennsylvania Avenue, NW
Address2 Suite 220 South
All Time High 69.85
All Time Low 11.25
Ask 52.4
Ask Size 1
Audit Risk 2
Average Analyst Rating 2.3 - Buy
Average Daily Volume10 Day 3,765,140
Average Daily Volume3 Month 3,730,201
Average Volume 3,730,201
Average Volume10Days 3,765,140
Beta 1.825
Bid 47.31
Bid Size 1
Board Risk 5
Book Value 14.834
City Washington
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 49.09
Current Ratio 1.808
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 50.0
Day Low 48.985
Debt To Equity 197.617
Display Name The Carlyle
Dividend Date 1,787,702,400
Dividend Rate 1.4
Dividend Yield 2.84
Earnings Call Timestamp End 1,785,933,000
Earnings Call Timestamp Start 1,785,933,000
Earnings Growth -0.575
Earnings Quarterly Growth -0.571
Earnings Timestamp 1,785,873,600
Earnings Timestamp End 1,793,304,000
Earnings Timestamp Start 1,793,304,000
Ebitda Margins 0.0
Enterprise To Revenue 11.326
Enterprise Value 31,676,176,384
Eps Current Year 3.66224
Eps Forward 5.10843
Eps Trailing Twelve Months 0.96
Esg Populated 0
Ex Dividend Date 1,790,726,400
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 46.0354
Fifty Day Average Change 3.0545998
Fifty Day Average Change Percent 0.06635328
Fifty Two Week Change Percent -23.575974
Fifty Two Week High 69.85
Fifty Two Week High Change -20.759998
Fifty Two Week High Change Percent -0.29720828
Fifty Two Week Low 39.6
Fifty Two Week Low Change 9.490002
Fifty Two Week Low Change Percent 0.23964651
Fifty Two Week Range 39.6 - 69.85
Financial Currency USD
First Trade Date Milliseconds 1,336,051,800,000
Five Year Avg Dividend Yield 3.11
Float Shares 258,141,732
Forward Eps 5.10843
Forward P E 9.609607
Full Exchange Name NasdaqGS
Full Time Employees 2,500
Fullday Change -0.150002
Fullday Change Percent -0.304633
Fullday Price 49.09
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.98319
Gross Profits 2,749,700,096
Has Pre Post Market Data 1
Held Percent Insiders 0.26544002
Held Percent Institutions 0.64989
Implied Shares Outstanding 356,332,798
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Is Earnings Date Estimate 1
Language en-US
Last Dividend Date 1,786,924,800
Last Dividend Value 0.35
Last Fiscal Year End 1,767,139,200
Long Business Summary 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, recapitalization. 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, supply chains, aftermarket services, cybersecurity and digital resilience, digital transformation. Within healthcare, biotech and medtech innovation, life sciences, healthcare IT, pharmacy, pharma commercialization. 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, Hong Kong, South East Asia, Indonesia, Philippines, Malaysia, Singapore, Vietnam, Taiwan, 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 $2.24 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 $50 million and $300 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. 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 across North America, South America, Asia, Australia and Europe.
Long Name The Carlyle Group Inc.
Market us_market
Market Cap 17,492,377,600
Market State CLOSED
Max Age 86,400
Message Board Id finmb_23333
Most Recent Quarter 1,782,777,600
Net Income To Common 363,900,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 17,545,826,973
Number Of Analyst Opinions 17
Open 49.64
Operating Cashflow -3,997,499,904
Operating Margins 0.26855
Overall Risk 7
Payout Ratio 1.4583
Peg Ratio 1.15
Phone (202) 729-5626
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 49.09
Post Market Time 1,787,959,805
Previous Close 49.24
Price Eps Current Year 13.404365
Price Hint 2
Price To Book 3.3092895
Price To Sales Trailing12 Months 6.2546496
Profit Margins 0.13012
Quick Ratio 1.673
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.27778
Region US
Regular Market Change -0.150002
Regular Market Change Percent -0.304633
Regular Market Day High 50.0
Regular Market Day Low 48.985
Regular Market Day Range 48.985 - 50.0
Regular Market Open 49.64
Regular Market Previous Close 49.24
Regular Market Price 49.09
Regular Market Time 1,787,947,201
Regular Market Volume 1,881,190
Return On Assets 0.02031
Return On Equity 0.077659994
Revenue Growth -0.329
Revenue Per Share 7.791
Sand P52 Week Change 0.20504117
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 7
Shares Outstanding 356,332,798
Shares Percent Shares Out 0.0559
Shares Short 19,926,549
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 16,191,229
Short Name The Carlyle Group Inc.
Short Percent Of Float 0.0752
Short Ratio 5.14
Source Interval 15
State DC
Symbol CG
Target High Price 73.0
Target Low Price 49.0
Target Mean Price 58.17647
Target Median Price 57.0
Total Cash 2,040,600,064
Total Cash Per Share 5.727
Total Debt 14,253,700,096
Total Revenue 2,796,699,904
Tradeable 0
Trailing Annual Dividend Rate 1.4
Trailing Annual Dividend Yield 0.028432168
Trailing Eps 0.96
Trailing P E 51.135418
Trailing Peg Ratio 1.1589
Triggerable 1
Two Hundred Day Average 51.0842
Two Hundred Day Average Change -1.9942017
Two Hundred Day Average Change Percent -0.03903754
Type Disp Equity
Volume 1,881,190
Website https://www.carlyle.com
Zip 20,004-2505