Update shared on16 Oct 2025
Fair value Increased 1.44%Analysts have raised their price target for Carlyle Group from $68.08 to $69.06 per share. They cited improved revenue growth expectations and a modest reduction in implied risk, even as profit margin forecasts were slightly lowered.
What's in the News
- Executive transition announced: John C. Redett will become Co-President of Carlyle and lead Global Private Equity starting January 1, 2026. Justin Plouffe will take on the role of Chief Financial Officer on the same date.
- Carlyle completed a buyback tranche, repurchasing 2,173,966 shares worth $100.04 million from April 1 to June 30, 2025. The total buyback under the ongoing program now stands at 23,084,100 shares for $909.85 million.
- Carlyle is considered among a group of private equity investors, including Temasek and ChrysCapital, in discussions to acquire a minority stake in Bengaluru-based Nash Industries, which is raising $120-150 million.
Valuation Changes
- Consensus Analyst Price Target has increased from $68.08 to $69.06 per share, reflecting a modest upward revision.
- Discount Rate has risen slightly from 9.28% to 9.39%, indicating a marginally higher risk premium.
- Revenue Growth projections have improved, with the decline moderating from -2.64% to -1.54%.
- Net Profit Margin forecast has decreased from 33.26% to 32.15%.
- Future P/E ratio has edged higher, moving from 19.59x to 19.94x.
Disclaimer
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