Carlyle Group Inc (CG)

Over the past six months, several events have impacted The Carlyle Group Inc.'s stock price. Carlyle Group reported Q3 2025 earnings per share (EPS) of $0.96, which missed analysts' expectations. Carlyle reported its Q4 and full-year 2025 results, which were largely positive, with a Q4 revenue of $1.9 billion. A quarterly dividend of $0.35 per share was declared. Reddy Ice, a Carlyle portfolio company, announced an agreement to acquire Arctic Glacier. There was notable insider selling activity in late 2025. The stock price as of February 5, 2026, was $55.41, representing an increase of 5.38% over the period from February 6, 2025, while CG's stock return was -5.6% over the past six months.

The demand for Carlyle Group Inc.'s products and services is generally influenced by broader economic conditions, market performance, interest rate environments, and investor appetite for alternative assets, rather than traditional seasonal consumer patterns. Fundraising cycles and investment opportunities tend to be driven by market dynamics and strategic initiatives rather than specific calendar seasons. Therefore, direct demand seasonality for Carlyle's core products and services is not explicitly evident.

The Carlyle Group Inc. is a global investment firm specializing in alternative asset management, operating within the Financial Services sector. Its core business revolves around managing assets across three segments: Global Private Equity, Global Credit, and Investment Solutions (Carlyle AlpInvest). The Global Private Equity segment focuses on acquiring and managing companies across various industries. The Global Credit segment provides a range of credit-focused investment solutions. The Carlyle AlpInvest segment offers customized investment strategies for institutional clients. As of September 2025, Carlyle managed $474.1 billion in total assets under management (AUM), which increased to $477 billion by the end of 2025.

The Carlyle Group Inc. has a significant global presence, operating through 29 offices across five continents. The firm serves over 3,100 active carry fund investors from 87 countries. Its investment activities span various regions, including North America, South America, Asia, Australia, New Zealand, Europe, the Middle East, and Africa.

The Carlyle Group Inc. appears to have maintained a strong brand reputation, particularly highlighted by its financial performance in 2025. The company reported 2025 as a "record year," significantly outperforming its targets with record Fee Related Earnings and robust fundraising. Carlyle was also noted as the industry leader in IPOs over the past two years. The firm also explored partnerships with UAE investors for a potential acquisition of Lukoil's international assets.

The Carlyle Group Inc. is primarily owned by institutional investors, who collectively hold approximately 63% of all shares. Major institutional shareholders included BlackRock, Inc., The Vanguard Group, Inc., and Capital World Investors. Individual ownership includes the three co-founders—Daniel D'Aniello, William E. Conway Jr., and David Rubenstein—who remain among the largest individual shareholders.