Carlyle Group Inc (CG)

From May 2025 to November 2025, The Carlyle Group Inc. experienced several stock events. The firm reported record Fee-Related Earnings and Assets Under Management, driven by strong net inflows. Analysts have a "Buy" consensus rating for CG, with some adjusting their ratings. The stock price has fluctuated, with recent gains but an overall decrease in the past month. A quarterly dividend of $0.35 was paid on November 19, 2025. Strategic transactions included China Investment Corp. divesting holdings managed by Carlyle, exploration of acquiring Lukoil's foreign assets, a proposal to acquire BASF's Coatings division, and the launch of a dedicated India side fund.

Demand for The Carlyle Group's products and services is generally influenced more by broader economic cycles, investor sentiment, and fundraising environments rather than strict calendar-based seasonality. The firm's diversified investment strategies aim to capture opportunities regardless of the market cycle. Specific demand seasonality for its underlying products and services is not explicitly detailed as a recurring calendar pattern.

The Carlyle Group Inc. is a global investment firm specializing in alternative asset management, managing $474.1 billion in assets as of September 2025. It operates within the Financial Services sector, focusing on Asset Management and Capital Markets. The business is structured around three core segments: Global Private Equity, Global Credit, and Global Investment Solutions (Carlyle AlpInvest). Major products and services include investments in leveraged buyouts, growth capital, real estate, infrastructure, energy, and natural resources through Global Private Equity; investments in distressed situations, direct lending, and aircraft financing through Global Credit; and management of funds investing in private equity and real estate fund of funds through Global Investment Solutions.

The Carlyle Group has a significant global presence with 29 offices across five continents, including North America, Europe, Asia, Australia, the Middle East, and South America. The company is headquartered in Washington, D.C., U.S.

In the past year, The Carlyle Group's brand reputation has been positively influenced by its strong financial performance, strategic diversification, and expansion initiatives. The firm's record Fee-Related Earnings and AUM growth demonstrate its ability to generate attractive returns. Strategic moves, such as launching an India-focused fund and the proposed acquisition of BASF's Coatings division, contribute to a reputation of active growth. The firm's commitment to ESG further enhances its reputation as a responsible investor.

The Carlyle Group Inc. has a hybrid ownership structure, with a significant portion of its equity held by institutional investors and its founders. Institutional investors hold approximately 63% of all shares, with key shareholders including BlackRock, Inc., and The Vanguard Group Inc. The co-founders, Daniel A. D'Aniello, William E. Conway Jr., and David Rubenstein, remain among the largest individual shareholders, with Daniel A. D'Aniello being the largest individual shareholder, owning 9.02% of the company's shares.