The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services. As of 2023, the company had $426 billion of assets under management.
| trading_symbol | registrant_name | time | price | change | percentage_change |
|---|---|---|---|---|---|
| CG | Carlyle Group Inc. | 2026-08-31 09:56:21 | 48.72 | -0.38 | -0.77 |
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CG | 0001527166 | Carlyle Group Inc. | US14316J1088 | — | 452832612 | Nasdaq | 6282 | Investment Advice | 1231 | DE | 1001 PENNSYLVANIA AVENUE, N.W. | WASHINGTON | DC | 20004 | UNITED STATES | US | 202 729 5626 | 1001 PENNSYLVANIA AVENUE, N.W., WASHINGTON, DC, 20004 | 1001 PENNSYLVANIA AVENUE, N.W., WASHINGTON, DC, 20004 | Carlyle Group L.P. | Private equity | 1999 | Harvey Schwartz | 260 | http://carlyle.com | 13,579,714,543 | 353,389,038 | 356,332,798 | The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services. As of 2023, the company had $426 billion of assets under management. | 2026-08-27 18:41:19 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2025 | 13,579,714,543 | 3,230,330,748 | 31.2128 | 361,171,067 | -31,816 | -0.0088 |
| 2024 | 10,349,383,795 | 1,965,709,386 | 23.4469 | 361,202,883 | -910,857 | -0.2515 |
| 2023 | 8,383,674,409 | 295,319,066 | 3.6512 | 362,113,740 | -2,105,274 | -0.578 |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Lindsay P. Lobue | Chief Operating Officer | 2025 | 500,000 | 1,705,000 | 23,921,390 | 0 | 0 | 26,126,390 |
| Jeffrey W. Ferguson | General Counsel | 2025 | 500,000 | 805,000 | 3,683,872 | 0 | 281,207 | 5,270,079 |
| Harvey M. Schwartz | Chief Executive Officer | 2025 | 1,000,000 | 0 | 0 | 6,000,000 | 149,859 | 7,149,859 |
| John C. Redett | Chief Financial Officer, Co-President | 2025 | 500,000 | 1,705,000 | 43,619,110 | 0 | 1,672,301 | 47,496,411 |
| Jeffrey W. Ferguson | General Counsel | 2024 | 500,000 | 805,000 | 4,630,597 | 0 | 160,687 | 6,096,284 |
| Fiscal Year | Employee Count |
|---|---|
| 2025 | 700,000 |
| 2024 | 750,000 |
| 2023 | 2,200 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Revenue | 4,779,800,000 | 5,425,800,000 | 2,963,900,000 |
| Cost Of Revenue | — | — | — |
| Gross Profit | 3,954,200,000 | 4,274,300,000 | 3,783,800,000 |
| Research And Development Expenses | — | — | — |
| General And Administrative Expenses | — | — | — |
| Operating Expenses | 3,738,500,000 | 4,056,100,000 | 3,571,700,000 |
| Operating Income | 215,700,000 | 218,200,000 | 212,100,000 |
| Net Income | 808,700,000 | 1,020,400,000 | -608,400,000 |
| Earnings Per Share Basic | 2.25 | 2.85 | -1.68 |
| Earnings Per Share Diluted | 2.18 | 2.77 | -1.68 |
| Weighted Average Shares Outstanding Basic | 359,681,070 | 358,584,203 | 361,395,823 |
| Weighted Average Shares Outstanding Diluted | 370,914,035 | 368,024,612 | 361,395,823 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Cash And Cash Equivalents | 1,970,200,000 | 1,266,000,000 | 1,440,300,000 |
| Marketable Securities Current | — | — | — |
| Accounts Receivable | — | — | — |
| Inventories | — | — | — |
| Non Trade Receivables | 834,800,000 | 805,600,000 | 691,600,000 |
| Other Assets Current | — | — | — |
| Total Assets Current | — | — | — |
| Marketable Securities Non Current | — | — | — |
| Property Plant And Equipment | 224,900,000 | 185,300,000 | 161,500,000 |
| Other Assets Non Current | — | — | — |
| Total Assets Non Current | — | — | — |
| Total Assets | 29,116,000,000 | 23,103,500,000 | 21,176,000,000 |
| Accounts Payable | 543,700,000 | 389,800,000 | 333,800,000 |
| Deferred Revenue | — | — | — |
| Short Term Debt | — | — | — |
| Other Liabilities Current | — | — | — |
| Total Liabilities Current | — | — | — |
| Long Term Debt | — | — | — |
| Other Liabilities Non Current | — | — | — |
| Total Liabilities Non Current | — | — | — |
| Total Liabilities | 22,058,900,000 | 16,755,900,000 | 15,391,500,000 |
| Common Stock | 3,600,000 | 3,600,000 | 3,600,000 |
| Retained Earnings | 1,642,300,000 | 2,040,800,000 | 2,082,100,000 |
| Accumulated Other Comprehensive Income | -170,200,000 | -329,800,000 | -297,300,000 |
| Total Shareholders Equity | 7,057,100,000 | 6,347,600,000 | 5,784,500,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Depreciation And Amortization | 192,100,000 | 184,100,000 | 180,600,000 |
| Share Based Compensation Expense | 374,700,000 | 467,900,000 | 249,100,000 |
| Other Non Cash Income Expense | -33,900,000 | -1,800,000 | -23,800,000 |
| Change In Accounts Receivable | — | — | — |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | — | — | — |
| Change In Other Assets | — | — | — |
| Change In Accounts Payable | 149,700,000 | 58,800,000 | -33,200,000 |
| Change In Other Liabilities | — | — | — |
| Cash From Operating Activities | -3,275,500,000 | -759,500,000 | 204,900,000 |
| Purchases Of Marketable Securities | — | — | — |
| Sales Of Marketable Securities | — | — | — |
| Acquisition Of Property Plant And Equipment | 99,400,000 | 77,700,000 | 66,600,000 |
| Acquisition Of Business | — | 0 | 0 |
| Other Investing Activities | — | — | — |
| Cash From Investing Activities | -99,400,000 | -77,600,000 | -43,600,000 |
| Tax Withholding For Share Based Compensation | — | — | — |
| Payments Of Dividends | 505,100,000 | 502,800,000 | — |
| Issuance Of Common Stock | — | -159,000,000 | — |
| Repurchase Of Common Stock | 286,500,000 | 159,000,000 | 203,500,000 |
| Issuance Of Long Term Debt | 0 | 10,400,000 | 0 |
| Repayment Of Long Term Debt | — | — | — |
| Other Financing Activities | — | — | — |
| Cash From Financing Activities | 3,990,400,000 | 682,800,000 | -99,600,000 |
| Change In Cash | 707,100,000 | -175,600,000 | 80,600,000 |
| Cash At End Of Period | 1,970,200,000 | 1,266,000,000 | 1,440,300,000 |
| Income Taxes Paid | 153,100,000 | 218,800,000 | 250,100,000 |
| Interest Paid | 91,700,000 | 93,600,000 | 91,800,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Earnings Per Share | 2.25 | 2.85 | -1.68 |
| Price To Earnings Ratio | 26.2711 | 17.7158 | -24.2202 |
| Earnings Growth Rate | -21.0526 | -269.6429 | -149.5575 |
| Price Earnings To Growth Ratio | -1.2479 | -0.0657 | 0.1619 |
| Book Value Per Share | 19.6204 | 17.7018 | 16.006 |
| Price To Book Ratio | 3.0127 | 2.8522 | 2.5422 |
| Ebitda | 1,277,800,000 | 1,544,300,000 | -53,900,000 |
| Enterprise Value | — | — | — |
| Dividend Yield | 0.0238 | 0.0278 | — |
| Dividend Payout Ratio | 0.6246 | 0.4927 | — |
| Debt To Equity Ratio | — | — | — |
| Capital Expenditures | 231,700,000 | 207,900,000 | 202,200,000 |
| Free Cash Flow | -3,507,200,000 | -967,400,000 | 2,700,000 |
| Return On Equity | 0.1146 | 0.1608 | -0.1052 |
| One Year Beta | 1.7183 | 1.669 | 1.7179 |
| Three Year Beta | 1.7029 | 1.6471 | 1.5833 |
| Five Year Beta | 1.6246 | 1.4208 | 1.4002 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Jenkins Mark David | Co-President | 2026-08-26 | 6,264 | A | 1,415,478 |
| LoBue Lindsay | Chief Operating Officer | 2026-08-26 | 2,657 | A | 700,578 |
| SCHWARTZ HARVEY M | Director, Chief Executive Officer | 2026-08-26 | 19,240 | A | 5,273,362 |
| Redett John C. | Co-President | 2026-08-26 | 8,302 | A | 1,752,000 |
| Plouffe Justin | Chief Financial Officer | 2026-08-26 | 3,769 | A | 852,461 |
| Name Of Reporting Person | Type Of Reporting Person | Report Date | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| John Hoeven | Senator | 2014-05-08 | Purchase | 2013-04-29 | Self | $100,001 - $250,000 |
| Name Of Reporting Person | Report Date | State | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| Jefferson Shreve | 2025-06-22 | IN06 | Sale | 2025-05-12 | — | $50,001 - $100,000 |
| Jefferson Shreve | 2025-05-08 | IN06 | Purchase | 2025-04-07 | — | $50,001 - $100,000 |
| Jefferson Shreve | 2025-05-08 | IN06 | Sale (Partial) | 2025-04-17 | — | $15,001 - $50,000 |
| Jefferson Shreve | 2025-04-11 | IN06 | Sale | 2025-03-05 | — | $15,001 - $50,000 |
| Shri Thanedar | 2023-02-09 | MI13 | Sale | 2023-01-23 | — | $15,001 - $50,000 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| Cornerstone Financial Management LLC | 2026-06-30 | 590 | 14 | 42.1429 |
| Corient Private Wealth LLC | 2026-06-30 | 2,017,240 | 47,904 | 42.1101 |
| Principia Wealth Advisory, LLC | 2026-06-30 | 5,895 | 140 | 42.1071 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-06-30 | 12,772,595 | 303,315 | 42.11 |
| CAZ INVESTMENTS LP | 2026-06-30 | 4,463,660 | 106,000 | 42.11 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 2026-06-30 | INSTITUTIONAL SHARES | VBAIX | 136,692 | 5,756,100.12 | 0.009 |
| VANGUARD VALLEY FORGE FUNDS | 2026-06-30 | ADMIRAL SHARES | VBIAX | 136,692 | 5,756,100.12 | 0.009 |
| VANGUARD VALLEY FORGE FUNDS | 2026-06-30 | INVESTOR SHARES | VBINX | 136,692 | 5,756,100.12 | 0.009 |
| VANGUARD INDEX FUNDS | 2026-06-30 | Institutional Select Shares | VSTSX | 8,003,225 | 337,015,804.75 | 0.0147 |
| VANGUARD INDEX FUNDS | 2026-06-30 | Institutional Plus Shares | VSMPX | 8,003,225 | 337,015,804.75 | 0.0147 |