Carlyle Group Gestione
Criteri Gestione verificati 4/4
Carlyle Group Il CEO è Harvey Schwartz, nominato in Feb2023, e ha un mandato di 3.33 anni. la retribuzione annua totale è $ 7.15M, composta da 14% di stipendio e 86% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.45% delle azioni della società, per un valore di $ 233.15M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 14.1 anni.
Informazioni chiave
Harvey Schwartz
Amministratore delegato
US$7.1m
Compenso totale
| Percentuale dello stipendio del CEO | 13.99% |
| Mandato del CEO | 3.3yrs |
| Proprietà del CEO | 1.5% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 14.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 07
CG: Defense Energy And Data Fundraising Super Cycle Will Support Upside
Analysts have reduced their price target on Carlyle Group to $75 from $81, reflecting updated assumptions that include a higher discount rate, revised revenue growth and profit margin expectations, and a lower future P/E multiple. What's in the News Carlyle Group CEO Harvey Schwartz outlined expectations for a fundraising "super cycle" centered on defense, energy, and data protection themes, citing growing government reliance on private capital to address deficits and national security priorities.Seeking Alpha • May 31
The Carlyle Group: Undervalued Given Limited Private Credit Exposure
Summary Carlyle Group is undervalued due to overstated private credit concerns, despite limited direct lending exposure. Management targets $200B in new assets and >$6/share earnings, but guidance is ambitious; even $185B in inflows would be strong. CG’s balance sheet is robust with ~$5B net cash/investments, a secure 3.1% dividend yield, and ongoing buybacks. I maintain a buy rating, seeing 11x earnings as compelling and fair value in the mid-$60s as fundraising accelerates. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 24
CG: Data Centers And Buybacks Will Shape A Balanced Forward Outlook
The latest analyst price target for Carlyle Group has shifted from $48.00 to $45.24. Analysts attribute the change to updated assumptions around higher revenue growth, a slightly different profit margin outlook, a modestly higher discount rate, and a lower future P/E multiple as key drivers of the revision.Articolo di analisi • May 20
Analysts Are More Bearish On The Carlyle Group Inc. (NASDAQ:CG) Than They Used To Be
One thing we could say about the analysts on The Carlyle Group Inc. ( NASDAQ:CG ) - they aren't optimistic, having just...
Aggiornamento della narrazione • May 06
CG: Expanded Partnerships And Data Center Projects Will Support Future Upside
Analysts have trimmed their price target for Carlyle Group to about $61.81 from $66.94, citing revised assumptions for fair value, revenue growth, profit margins and a slightly higher future P/E multiple as the key drivers of the update. What's in the News Carlyle and SEI announced an expanded partnership aimed at widening access to institutional private market capabilities across wealth and retirement channels, including potential new collaborative solutions and model portfolios for private market exposure (Key Developments).Aggiornamento della narrazione • Apr 20
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.Aggiornamento della narrazione • Apr 06
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.Aggiornamento della narrazione • Mar 23
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).Aggiornamento della narrazione • Mar 09
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.Aggiornamento della narrazione • Feb 22
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).Aggiornamento della narrazione • Feb 08
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).Aggiornamento della narrazione • Jan 24
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).Aggiornamento della narrazione • Jan 10
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).Aggiornamento della narrazione • Dec 26
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.Aggiornamento della narrazione • Dec 12
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.Aggiornamento della narrazione • Nov 28
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.Aggiornamento della narrazione • Nov 14
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.Aggiornamento della narrazione • Oct 31
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).Aggiornamento della narrazione • Oct 16
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.Aggiornamento della narrazione • Aug 08
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.Articolo di analisi • Jul 15
Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%
Despite an already strong run, The Carlyle Group Inc. ( NASDAQ:CG ) shares have been powering on, with a gain of 28% in...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$547m |
| Dec 31 2025 | US$7m | US$1m | US$809m |
| Sep 30 2025 | n/a | n/a | US$662m |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$30m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$118m |
| Jun 30 2024 | n/a | n/a | -US$397m |
| Mar 31 2024 | n/a | n/a | -US$643m |
| Dec 31 2023 | US$187m | US$838k | -US$608m |
Compensazione vs Mercato: La retribuzione totale di Harvey ($USD 7.15M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Harvey è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Harvey Schwartz (61 yo)
3.3yrs
Mandato
US$7,149,859
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$7.15m | 1.45% $ 233.1m | |
| Chief Operating Officer | 1.9yrs | US$26.13m | 0.023% $ 3.6m | |
| MD & General Counsel | 27.4yrs | US$5.27m | 0.16% $ 25.3m | |
| Operating Executive & Director | no data | Nessun dato | 0.087% $ 13.9m | |
| Co-Founder & Co-Chairman of the Board | 14.9yrs | US$281.88k | 7.61% $ 1.2b | |
| Co-Founder & Co-Chairman of the Board | 14.9yrs | US$500.00k | 7.5% $ 1.2b | |
| Co-President & Head of Global Credit & Insurance | less than a year | Nessun dato | 0.42% $ 68.0m | |
| Co-President & Global Head of Client Business | less than a year | Nessun dato | 0.46% $ 73.0m | |
| Co-Founder & Chairman Emeritus | 39.4yrs | US$281.88k | 9.03% $ 1.4b | |
| Chief Financial Officer | less than a year | Nessun dato | 0.25% $ 40.4m | |
| Chief Executive Officer of Solutions | no data | Nessun dato | Nessun dato | |
| Partner | 6.9yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
61yo
Età media
Gestione esperta: Il team dirigenziale di CG è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$7.15m | 1.45% $ 233.1m | |
| Operating Executive & Director | 14.1yrs | Nessun dato | 0.087% $ 13.9m | |
| Co-Founder & Co-Chairman of the Board | 14.9yrs | US$281.88k | 7.61% $ 1.2b | |
| Co-Founder & Co-Chairman of the Board | 14.9yrs | US$500.00k | 7.5% $ 1.2b | |
| Co-Founder & Chairman Emeritus | 14.9yrs | US$281.88k | 9.03% $ 1.4b | |
| MD, Partner & Vice Chairman of Americas Private Equity | 9.9yrs | Nessun dato | Nessun dato | |
| MD & Chairman of Carlyle Asia | 9.4yrs | Nessun dato | Nessun dato | |
| MD, Partner & Chairman of Europe Private Equity | 4.4yrs | Nessun dato | Nessun dato | |
| Chairman of Carlyle Japan & Co-Head of Carlyle Japan Advisory Team | no data | Nessun dato | Nessun dato | |
| MD & Chairman of Energy | no data | Nessun dato | Nessun dato | |
| Independent Director | 14.1yrs | US$378.88k | 0.020% $ 3.3m | |
| Independent Director | 14.1yrs | US$376.28k | 0.020% $ 3.3m |
14.1yrs
Durata media
73.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CG è composto da personale esperto e esperto (durata media dell'incarico 14.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/11 08:35 |
| Prezzo dell'azione a fine giornata | 2026/06/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
The Carlyle Group Inc. è coperta da 25 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |
| Brennan Hawken | BMO Capital Markets Equity Research |