The Carlyle Group Inc.

NasdaqGS:CG Lagerbericht

Marktkapitalisierung: US$17.3b

Carlyle Group Management

Management Kriterienprüfungen 4/4

Carlyle Group CEO ist Harvey Schwartz , ernannt in Feb 2023, hat eine Amtszeit von 3.17 Jahren. Die jährliche Gesamtvergütung beträgt $7.15M , bestehend aus 14% Gehalt und 86% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.45% der Aktien des Unternehmens, im Wert von $250.21M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 6.8 Jahre bzw. 13.9 Jahre.

Wichtige Informationen

Harvey Schwartz

Geschäftsführender

US$7.1m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts13.99%
Amtszeit als Geschäftsführer3.2yrs
Eigentum des Geschäftsführers1.4%
Durchschnittliche Amtszeit des Managements6.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder13.9yrs

Jüngste Management Updates

Recent updates

CG: Data Center Projects And Buybacks Will Support A Balanced Outlook

Analysts now set a lower price target for Carlyle Group at $48.00, down from about $55.27, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News US Army selects Carlyle and KKR to build two data centres on military bases, each estimated to cost about US$2b, with long term leases and capacity partly reserved for Army use.

CG: Future Data Centre Projects And Buybacks Will Support Upside Potential

Analysts have raised their fair value estimate for Carlyle Group from $75.00 to $81.00. They cited updated assumptions around revenue growth, profit margins and the future P/E ratio as the key drivers behind the higher price target.

CG: Ongoing Buybacks And Selective Dealmaking Will Support Future Upside

The analyst price target for Carlyle Group has shifted modestly to $66.94 from $66.27, as analysts factor in updated assumptions that include a slightly different discount rate, adjusted revenue growth expectations, a marginally higher profit margin, and a small change in the future P/E input. What's in the News Carlyle Group announced a share repurchase program that allows the company to buy back up to US$2.0b of its common shares, signaling an ongoing focus on returning capital to shareholders (Buyback Transaction Announcements).

CG: Buybacks And Potential Sports Deal Will Support Bullish Outlook

Analysts have adjusted their price target for Carlyle Group to $55.27 from $53.95, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Carlyle Group announced a share repurchase program authorizing buybacks of up to US$2.0b of its common shares.

CG: Future Sports And Healthtech Deals Will Test Fairly Priced Outlook

Analysts have trimmed their price target for Carlyle Group to $53.95 from $54.60, reflecting updated assumptions around higher expected revenue growth, slightly lower profit margins, a marginally higher discount rate, and a modestly lower future P/E multiple. What's in the News Carlyle is among private equity firms evaluating the acquisition of EQT Partners' 40% stake in healthtech firm CitiusTech in a potential deal likely around US$1b, with JP Morgan running the sale process and no bids placed yet (Key Developments).

CG: Future Sports And Energy Deals Will Test Fairly Priced Outlook

Analysts have raised their price target on Carlyle Group to US$54.60 from US$53.74, reflecting updated assumptions that include a lower discount rate, a revised revenue growth outlook, a higher projected profit margin, and a slightly adjusted future P/E multiple. What's in the News Carlyle is reported to be evaluating non binding bids for a potential stake in Indian Premier League team Royal Challengers Bengaluru, alongside other global buyout firms and large investors, in a process that could value the franchise between US$1.4b and US$1.8b (media reports).

CG: Future Sanctioned Asset Pursuit Will Undermine Already Stretched Pricing

Analysts have nudged their price target for Carlyle Group slightly higher to about US$53.74 from roughly US$53.00, citing modest adjustments in assumed revenue growth, profit margin, discount rate and future P/E as the drivers behind the change. What's in the News Global private equity firms, including The Carlyle Group Inc., are evaluating non binding bids for a stake in Indian Premier League team Royal Challengers Bengaluru, with reported potential valuation in the US$1.4b to US$1.8b range (M&A Rumors and Discussions).

CG: Future Sanctioned Asset Pursuit Will Undermine Already Stretched Pricing

Analysts have trimmed their fair value estimate for Carlyle Group from $56.00 to $53.00, citing updated assumptions that include a higher discount rate, a change from a 2.59% revenue contraction to 24.74% growth, a profit margin increase from 31.92% to 36.02%, and a lower future P/E expectation from 16.76 to 11.09. What's in the News Carlyle is reported to be interested in the foreign assets of PJSC LUKOIL, a Russian oil company under U.S. sanctions, and is considering seeking a U.S. licence to talk about a potential deal, with no due diligence conducted so far and no assurance the discussions will move ahead (Financial Times via SeeNews).

Carlyle Group: The Underlying Thesis For Investment Management Underperformance In 2026E

Jan 10

CG: Overseas Energy Bid And Ongoing Buybacks Will Shape Measured Outlook

Analysts have modestly raised their price target on Carlyle Group by approximately 1 percent to reflect a higher estimated fair value of around 66 dollars, supported by expectations for stronger profit margins and a lower future price to earnings multiple. What's in the News Carlyle Group is exploring a potential bid for the foreign assets of sanctioned Russian oil company Lukoil and may seek a U.S. licence to hold negotiations, although no due diligence has been conducted and the firm may decide not to proceed (Financial Times via SeeNews) Several competing bidders are reportedly targeting different parts of Lukoil's international business, which Carlyle is assessing as part of a broader sale process triggered by recent U.S. sanctions on Lukoil (SeeNews) From July 1, 2025 to September 30, 2025, Carlyle repurchased about 1.57 million shares for 100 million dollars, representing 0.44 percent of shares outstanding (company buyback update) Since launching its buyback program on October 28, 2021, Carlyle has repurchased approximately 24.65 million shares, or 6.85 percent of its share base, for a total of about 1.01 billion dollars (company buyback update) Valuation Changes Fair Value Estimate has risen slightly to approximately 66 dollars from about 65.7 dollars.

CG: Global Asset Deals And Completed Buybacks Will Shape Balanced Outlook

The analyst price target for Carlyle Group has inched higher to approximately 65.73 dollars from 65 dollars, as analysts modestly refine their models to reflect slightly lower perceived risk, resilient top line expansion, and a marginally stronger long term profitability profile. What's in the News Carlyle is exploring a potential bid for the foreign assets of sanctioned Russian oil company Lukoil and may seek a U.S. licence to negotiate.

CG: Buybacks And Global Deal Pursuits Will Drive Momentum Ahead

Analysts have slightly reduced their price target for the Carlyle Group from $65.56 to $65.00. They cite modest adjustments in profit margin and discount rate estimates, even though they expect slightly higher revenue growth.

CG: Increased Private Equity Interest Will Drive Momentum In Precision Engineering

Analysts have revised their fair value target for Carlyle Group from $69.25 to $65.56. They cite shifts in revenue growth expectations and profit margin forecasts as the primary drivers behind the adjustment.

CG: Minority Stake Deal And Buybacks Will Drive Value Creation

Analysts have slightly raised their price target for Carlyle Group from $69.06 to $69.25, citing minor improvements in estimated revenue growth and projected profits. What's in the News Carlyle Group is reportedly among private equity firms in discussions to acquire a minority stake in Nash Industries, an auto components maker in Bengaluru, as part of its first institutional fundraising round (Key Developments).

Global Partnerships And Geographic Expansion Will Unlock Value

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.

Global Partnerships And Geographic Expansion Will Unlock Value

Despite a significant downgrade in revenue growth forecasts and a slight increase in future P/E, Carlyle Group's consensus analyst price target has been raised from $61.70 to $65.88. What's in the News John C.

Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%

Jul 15
Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%

Subdued Growth No Barrier To The Carlyle Group Inc. (NASDAQ:CG) With Shares Advancing 26%

May 13
Subdued Growth No Barrier To The Carlyle Group Inc. (NASDAQ:CG) With Shares Advancing 26%

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Harvey Schwartz im Vergleich zu den Einnahmen von Carlyle Group verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$7mUS$1m

US$809m

Sep 30 2025n/an/a

US$662m

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$30mUS$1m

US$1b

Sep 30 2024n/an/a

US$118m

Jun 30 2024n/an/a

-US$397m

Mar 31 2024n/an/a

-US$643m

Dec 31 2023US$187mUS$838k

-US$608m

Vergütung im Vergleich zum Markt: HarveyDie Gesamtvergütung ($USD7.15M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.57M).

Entschädigung vs. Einkommen: HarveyDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Harvey Schwartz (60 yo)

3.2yrs
Amtszeit
US$7,149,859
Vergütung

Mr. Harvey Mitchell Schwartz is CEO & Director of The Carlyle Group Inc. from February 15, 2023. He joined The Carlyle Group Inc. on February 15, 2023. He focuses on Real Estate.He is MD & CEO of The Carl...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Harvey Schwartz
CEO & Director3.2yrsUS$7.15m1.45%
$ 250.2m
Lindsay Lobue
Chief Operating Officer1.8yrsUS$26.13m0.023%
$ 3.9m
Jeffrey Ferguson
MD, Partner27.3yrsUS$5.27m0.16%
$ 27.2m
James Hance
Operating Executive & Directorno datakeine Daten0.085%
$ 14.7m
David Rubenstein
Co-Founder & Co-Chairman of the Board14.8yrsUS$281.88k7.59%
$ 1.3b
William Conway
Co-Founder & Co-Chairman of the Board14.8yrsUS$500.00k7.48%
$ 1.3b
Mark Jenkins
Co-President & Head of Global Credit & Insurance9.6yrskeine Daten0.42%
$ 73.0m
Jeffrey Nedelman
Co-President & Global Head of Client Business2.5yrskeine Daten0.45%
$ 78.3m
Daniel D'Aniello
Co-Founder & Chairman Emeritus39.3yrsUS$281.88k9%
$ 1.6b
Justin Plouffe
Chief Financial Officerless than a yearkeine Daten0.25%
$ 43.4m
George Main
Chief Executive Officer of Solutionsno datakeine Datenkeine Daten
Pooja Goyal
Partner6.8yrskeine Datenkeine Daten
6.8yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von CG ist erfahren und erfahren (durchschnittliche Amtszeit von 6.8 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Harvey Schwartz
CEO & Director3.2yrsUS$7.15m1.45%
$ 250.2m
James Hance
Operating Executive & Director13.9yrskeine Daten0.085%
$ 14.7m
David Rubenstein
Co-Founder & Co-Chairman of the Board14.8yrsUS$281.88k7.59%
$ 1.3b
William Conway
Co-Founder & Co-Chairman of the Board14.8yrsUS$500.00k7.48%
$ 1.3b
Daniel D'Aniello
Co-Founder & Chairman Emeritus14.8yrsUS$281.88k9%
$ 1.6b
Allan Holt
MD, Partner & Vice Chairman of Americas Private Equity9.8yrskeine Datenkeine Daten
Xiang-Dong Yang
MD & Chairman of Carlyle Asia9.3yrskeine Datenkeine Daten
Gregor Boehm
MD, Partner & Chairman of Europe Private Equity4.3yrskeine Datenkeine Daten
Kazuhiro Yamada
Chairman of Carlyle Japan & Co-Head of Carlyle Japan Advisory Teamno datakeine Datenkeine Daten
Marcel van Poecke
MD & Chairman of Energyno datakeine Datenkeine Daten
William Shaw
Independent Director13.9yrsUS$378.88k0.019%
$ 3.3m
Lawton Fitt
Independent Director13.9yrsUS$376.28k0.019%
$ 3.3m
13.9yrs
Durchschnittliche Betriebszugehörigkeit
72.5yo
Durchschnittliches Alter

Erfahrener Vorstand: CGDie Vorstandsmitglieder sind sehr erfahren ( 13.9 ).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/04/30 15:22
Aktienkurs zum Tagesende2026/04/30 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

The Carlyle Group Inc. wird von 25 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Roger FreemanBarclays
Benjamin BudishBarclays
Brennan HawkenBMO Capital Markets Equity Research