The Carlyle Group Inc. (CG)

Abingworth Bioventures 8 GP LP • Abingworth Bioventures GP Limited • Abingworth Bioventures V GP limited • Abingworth CCD GP Limited • Abingworth Clinical Co-Development Fund 2 GP LP • Abingworth German Designated LP Corp. • Abingworth Management Inc • Abingworth Second Partner Limited • ACP 2021 Agg. GP, LLC • ACP 2022 Agg. GP, LLC ...

IRS number

452832612

SEC advisor number

801-52462

FINRA CRD number

111128

AUM ?

$273.61 bn (as of 23 Jan 25)

Accounts

639 (as of 23 Jan 25)

Employees

1,010 (311 investment advisory or research)

Address

The Carlyle Group Inc.
C/O THE CARLYLE GROUP
1001 PENNSYLVANIA AVENUE, N.W.
WASHINGTON
DC 20004

Phone

202 729 5626

Brochures

Carlyle Investment Management L.L.C. (Cim) Adv 2A Brochure March 2023 (30 Mar 23)

CG stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$61.00

Low target

$49.00

High target

$85.00

TD Cowen

Maintains

Hold

$49.00

8 Nov 24

Keefe, Bruyette & Woods

Maintains

Market Perform

$55.00

8 Nov 24

Latest filings (excl ownership)

View all

7 Nov 24

Carlyle Reports Third Quarter 2024 Financial Results

6 Nov 24

N-PX

Annual report of proxy voting record

30 Aug 24

S-8

Registration of securities for employees

6 Aug 24

Carlyle Reports Second Quarter 2024 Financial Results

5 Aug 24

8-K

Departure of Directors or Certain Officers

7 May 24

Annual report to shareholders

18 Apr 24

DEFA14A

Additional proxy soliciting materials

18 Apr 24

Transcripts

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Earnings call transcript

2024 Q3

7 Nov 24

Earnings call transcript

2024 Q2

5 Aug 24

Earnings call transcript

2024 Q1

1 May 24

Earnings call transcript

2023 Q4

7 Feb 24

Earnings call transcript

2023 Q3

7 Nov 23

Earnings call transcript

2023 Q2

2 Aug 23

Earnings call transcript

2023 Q2

2 Aug 23

Earnings call transcript

2023 Q1

4 May 23

Earnings call transcript

2022 Q4

7 Feb 23

Earnings call transcript

2022 Q3

8 Nov 22

Latest ownership filings

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HARVEY M SCHWARTZ

4 Feb 25

Charles Elliott Jr. Andrews

CommScope Holding Company, Inc.

Complete Solaria, Inc.

4 Dec 24

Complete Solaria, Inc.

2 Dec 24

Financial summary

Financial statements Chart CG financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

CG institutional ownership history Ownership history

97.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	521	511	+2.0%
Opened positions	60	66	-9.1%
Closed positions	50	64	-21.9%
Increased positions	202	174	+16.1%
Reduced positions	168	180	-6.7%

13F shares	Current	Prev Q	Change
Total value	8.58 tn	7.74 tn	+10.9%
Total shares	348.07 mm	351.02 mm	-0.8%
Total puts	758.70 k	952.00 k	-20.3%
Total calls	2.14 mm	1.74 mm	+23.1%
Total put/call ratio	0.4	0.5	-35.3%

Largest owners	Shares	Value	Change
Carlyle Group Management L.L.C.	140.83 mm	$6.42 bn	0.0%
Vanguard	22.98 mm	$989.55 bn	-1.5%
BlackRock	21.35 mm	$919.17 bn	NEW
Capital World Investors	19.73 mm	$849.47 bn	-1.6%
MS Morgan Stanley	12.67 mm	$545.68 bn	-1.4%
William Blair Investment Management	11.48 mm	$494.18 bn	-0.6%
Alkeon Capital Management	8.24 mm	$354.81 bn	-0.1%
STT State Street	7.62 mm	$327.97 bn	-1.2%
Vulcan Value Partners	6.79 mm	$292.26 bn	-9.4%
Boston Partners	6.63 mm	$285.80 bn	+30.1%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-22.71 mm	EXIT
BlackRock	21.35 mm	+21.35 mm	NEW
FMR	4.05 mm	+1.71 mm	+72.8%
Boston Partners	6.63 mm	+1.53 mm	+30.1%
Balyasny Asset Management	1.27 mm	+1.25 mm	+5923.3%
Norges Bank	0.00	-1.13 mm	EXIT
Thrivent Financial For Lutherans	516.99 k	-1.08 mm	-67.6%
Amundi	1.77 mm	+873.76 k	+97.5%
JPM JPMorgan Chase & Co.	1.92 mm	+777.30 k	+68.1%
AMP Ameriprise Financial	2.07 mm	-748.89 k	-26.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

CG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
1 Feb 25	Lindsay LoBue	Common Stock	Grant	Acquire A	No	No	0	10,563	0.00	216,330
1 Feb 25	Lindsay LoBue	Common Stock	Grant	Acquire A	No	No	0	79,887	0.00	205,767
1 Feb 25	Lindsay LoBue	Common Stock	Payment of exercise	Dispose F	No	No	56.16	142	7.97 k	125,880
1 Feb 25	John C. Redett	Common Stock	Grant	Acquire A	No	No	0	17,664	0.00	1,262,642
1 Feb 25	John C. Redett	Common Stock	Grant	Acquire A	No	No	0	257,412	0.00	1,244,978
1 Feb 25	Jeffrey W. Ferguson	Common Stock	Grant	Acquire A	No	No	0	3,462	0.00	1,329,054
1 Feb 25	Jeffrey W. Ferguson	Common Stock	Grant	Acquire A	No	No	0	62,134	0.00	1,325,592
1 Feb 25	Jeffrey W. Ferguson	Common Stock	Payment of exercise	Dispose F	No	No	56.16	13,952	783.54 k	1,263,458
1 Feb 25	Charles Elliott Jr. Andrews	Common Stock	Grant	Acquire A	No	No	0	7,013	0.00	150,007
1 Feb 25	Charles Elliott Jr. Andrews	Common Stock	Grant	Acquire A	No	No	0	11,540	0.00	142,994