Market Cap
$14.1B
CG
Carlyle Group Inc.
$39.82 ▼ -1.41%
Prev close $40.39Market cap$14.1B
ConsensusHold
12-mo target$57.05 (+43.3%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Traditional Finance
Snapshot
The big-picture read on CG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (58%)
Inst. Holders
50 funds
Inst. Value
$8.6B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $40.4M sell
Insider Net $
-$40.4M
SEC Reports
2
Price chart 30d -16.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CG — 76.7% short (1.0M / 1.3M)
Short: 1,016,195 | Exempt: 701 | TRF Vol: 1,324,798 | Short Ratio: 76.7% | Off-exchange volume (dark
Sep 11, 2026 Insider
Rubenstein David M. gifted 100,000 shares
Director
Sep 11, 2026 Insider
Rubenstein David M. sold 400,000 shares
Director @ $42.74 ($17.1M)
Aug 26, 2026 Insider
Heinzelman Kate Elizabeth was granted 78 shares
General Counsel
Jun 30, 2026 Inst.
Capital World Investors — TRIM
11,813,798 shares ($497.5M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
3,646,300 shares ($153.5M)
Jun 1, 2026 Event
Apr 9, 2026 SEC Commission approves Carlyle's acquisition of BASF Coatings, subject to conditions
European Commission Press release Brussels, 02 Jun 2026 The European Commission has approved, under
The Carlyle Group announced an upcoming earnings release for Q1 2026, but did not report actual financial results. The p
PRESS-RELEASE — Impact 3/10
Analyst ratings buy % -18.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
58% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Sep 24, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Aug 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Aug 6, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 13, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 9, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 10 | 1 | 0 | 58% | |
| Aug 1, 2026 | 4 | 11 | 10 | 1 | 0 | 58% | |
| Jul 1, 2026 | 4 | 11 | 9 | 1 | 0 | 60% | |
| Jun 1, 2026 | 4 | 13 | 6 | 1 | 0 | 71% | |
| May 1, 2026 | 4 | 13 | 6 | 1 | 0 | 71% | |
| Apr 1, 2026 | 4 | 14 | 6 | 1 | 0 | 72% | |
| Mar 1, 2026 | 4 | 14 | 6 | 1 | 0 | 72% | |
| Feb 1, 2026 | 4 | 13 | 6 | 1 | 0 | 71% |
Price targets
Where 19 covering analysts think CG trades over the next 12 months.
$57.05 +43.3% upside Strong Buy
Current$39.82 Low$43.00 Median$57.00 High$73.00 19 analysts
$43.00$73.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 5.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CG — 76.7% short (1.0M / 1.3M)
Short: 1,016,195 | Exempt: 701 | TRF Vol: 1,324,798 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: CG — 63.4% short (0.7M / 1.1M)
Short: 695,285 | Exempt: 223 | TRF Vol: 1,095,863 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: CG — 55.6% short (0.5M / 0.9M)
Short: 492,391 | Exempt: 428 | TRF Vol: 885,607 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: CG — 58.6% short (0.4M / 0.7M)
Short: 395,011 | Exempt: 179 | TRF Vol: 673,510 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CG — 60.7% short (0.6M / 1.0M)
Short: 591,061 | Exempt: 709 | TRF Vol: 973,847 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.07 | $0.94–$1.21 | 11.5% | -0.4% | 3↑ 6↓ | $1.0B | 17 |
| Next Q | $0.61 | $0.47–$1.07 | -39.1% | -1.4% | 2↑ 9↓ | $0.9B | 16 |
| Current FY | $3.64 | $3.41–$4.04 | -9.5% | -0.9% | 8↑ 7↓ | $3.8B | 19 |
| Next FY | $5.08 | $4.69–$5.40 | 39.6% | -0.6% | 9↑ 6↓ | $4.9B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.070 | — |
| 7d ago | $1.070 | +0.001 |
| 30d ago | $1.075 | -0.005 |
| 60d ago | $1.076 | -0.006 |
| 90d ago | $1.112 | -0.042 |
Institutional ownership
Which big funds own CG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.6B total value (203,372,434 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, HARRIS. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 31,984,053 | $1.3B | 15.7% | — |
| HARRIS ASSOCIATES L P | 17,661,625 | $743.7M | 8.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,830,112 | $498.2M | 5.8% | — |
| Capital World Investors | 11,813,798 | $497.5M | 5.8% | TRIM -33.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,464,474 | $482.8M | 5.6% | — |
| MILLENNIUM MANAGEMENT LLC | 10,000,000 | $421.1M | 4.9% | NEAR_EXIT -97.4% |
| MORGAN STANLEY | 9,993,408 | $420.8M | 4.9% | — |
| STATE STREET CORP | 9,891,982 | $416.6M | 4.9% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,739,524 | $328.6M | 3.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | TRIM | 17,827,216 | 11,813,798 | -33.7% | $497.5M |
| NORGES BANK | NEW | — | 3,646,300 | — | $153.5M |
| Amundi | DOUBLED | 656,220 | 3,406,001 | +419.0% | $143.4M |
| Point72 Asset Management, L.P. | DOUBLED | 203,000 | 2,184,854 | +976.3% | $92.0M |
| ROYAL BANK OF CANADA | DOUBLED | 883,679 | 2,029,610 | +129.7% | $85.5M |
| AMERIPRISE FINANCIAL INC | TRIM | 2,721,593 | 2,026,772 | -25.5% | $85.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,338,807 | 1,886,490 | +40.9% | $79.4M |
| JANE STREET GROUP, LLC | DOUBLED | 397,406 | 1,218,238 | +206.5% | $51.3M |
| Walleye Capital LLC | DOUBLED | 371,955 | 1,060,746 | +185.2% | $44.7M |
| CITADEL ADVISORS LLC | NEW | — | 835,171 | — | $35.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$40.4M — $0.00 bought, $40.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Rubenstein David M. | Director | GIFT | 100,000 | — | — |
| Sep 11, 2026 | Rubenstein David M. | Director | SELL | 400,000 | $42.74 | $17.1M |
| Aug 26, 2026 | Heinzelman Kate Elizabeth | General Counsel | AWARD | 78 | — | — |
| Aug 26, 2026 | Andrews Charles Elliott Jr. | Chief Accounting Officer | AWARD | 304 | — | — |
| Aug 26, 2026 | SCHWARTZ HARVEY M | Chief Executive Officer | AWARD | 19,240 | — | — |
| Aug 26, 2026 | Nedelman Jeffrey | Co-President | AWARD | 6,615 | — | — |
| Aug 26, 2026 | Redett John C. | Co-President | AWARD | 8,302 | — | — |
| Aug 26, 2026 | Jenkins Mark David | Co-President | AWARD | 6,264 | — | — |
| Aug 26, 2026 | Plouffe Justin | Chief Financial Officer | AWARD | 3,769 | — | — |
| Aug 26, 2026 | LoBue Lindsay | Chief Operating Officer | AWARD | 2,657 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CG.
Shares short
19,257,718
Settlement Sep 15, 2026
Change vs prior
+7.6%
Semi-monthly cycle
Days to cover
6.3
At avg daily volume
Of shares outstanding
≈5.4%
Estimate — not % of float
All CG filing & press-release reports (2)
- PRESS-RELEASE reportApr 9, 2026
- 8-K reportFeb 26, 2026