The Carlyle Group Inc.

NasdaqGS:CG 株式レポート

時価総額:US$16.2b

Carlyle Group マネジメント

マネジメント 基準チェック /44

Carlyle Groupの CEO はHarvey Schwartzで、 Feb2023年に任命され、 の在任期間は 3.25年です。 の年間総報酬は$ 7.15Mで、 14%給与と86%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.45%を直接所有しており、その価値は$ 236.18M 。経営陣と取締役会の平均在任期間はそれぞれ6.8年と14年です。

主要情報

Harvey Schwartz

最高経営責任者

US$7.1m

報酬総額

CEO給与比率13.99%
CEO在任期間3.3yrs
CEOの所有権1.5%
経営陣の平均在職期間6.8yrs
取締役会の平均在任期間14yrs

経営陣の近況

Recent updates

分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
Seeking Alpha Jan 10

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

Summary Carlyle Group is rated 'HOLD' due to overvaluation and sector headwinds, with a price target of $48/share. PE industry challenges—slower exits, higher debt costs, and extended holding periods—undermine CG's business model and near-term outlook. Recent 3Q25 results missed forecasts, confirming volatility and forecast inaccuracy, with YoY sales down over 12% and a 20.7% miss. Even bullish scenarios yield sub-12% annualized returns; risk/reward is unattractive versus other sectors, despite CG's quality and dividend. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...

CEO報酬分析

Carlyle Group の収益と比較して、Harvey Schwartz の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$547m

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

報酬と市場: Harveyの 総報酬 ($USD 7.15M ) は、 US市場 ($USD 14.84M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Harveyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Harvey Schwartz (60 yo)

3.3yrs
在職期間
US$7,149,859
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Harvey Schwartz
CEO & Director3.3yrsUS$7.15m1.45%
$ 236.2m
Lindsay Lobue
Chief Operating Officer1.8yrsUS$26.13m0.023%
$ 3.7m
Jeffrey Ferguson
MD, Partner27.3yrsUS$5.27m0.16%
$ 25.7m
James Hance
Operating Executive & Directorno dataデータなし0.087%
$ 14.1m
David Rubenstein
Co-Founder & Co-Chairman of the Board14.8yrsUS$281.88k7.61%
$ 1.2b
William Conway
Co-Founder & Co-Chairman of the Board14.8yrsUS$500.00k7.5%
$ 1.2b
Mark Jenkins
Co-President & Head of Global Credit & Insurance9.7yrsデータなし0.42%
$ 68.9m
Jeffrey Nedelman
Co-President & Global Head of Client Business2.6yrsデータなし0.46%
$ 73.9m
Daniel D'Aniello
Co-Founder & Chairman Emeritus39.3yrsUS$281.88k9.03%
$ 1.5b
Justin Plouffe
Chief Financial Officerless than a yearデータなし0.25%
$ 40.9m
George Main
Chief Executive Officer of Solutionsno dataデータなしデータなし
Pooja Goyal
Partner6.8yrsデータなしデータなし
6.8yrs
平均在職期間
60yo
平均年齢

経験豊富な経営陣: CGの経営陣は経験豊富で経験豊富です(平均在職期間は6.8年)。


取締役

名称ポジション在職期間報酬所有権
Harvey Schwartz
CEO & Director3.3yrsUS$7.15m1.45%
$ 236.2m
James Hance
Operating Executive & Director14yrsデータなし0.087%
$ 14.1m
David Rubenstein
Co-Founder & Co-Chairman of the Board14.8yrsUS$281.88k7.61%
$ 1.2b
William Conway
Co-Founder & Co-Chairman of the Board14.8yrsUS$500.00k7.5%
$ 1.2b
Daniel D'Aniello
Co-Founder & Chairman Emeritus14.8yrsUS$281.88k9.03%
$ 1.5b
Allan Holt
MD, Partner & Vice Chairman of Americas Private Equity9.8yrsデータなしデータなし
Xiang-Dong Yang
MD & Chairman of Carlyle Asia9.3yrsデータなしデータなし
Gregor Boehm
MD, Partner & Chairman of Europe Private Equity4.3yrsデータなしデータなし
Kazuhiro Yamada
Chairman of Carlyle Japan & Co-Head of Carlyle Japan Advisory Teamno dataデータなしデータなし
Marcel van Poecke
MD & Chairman of Energyno dataデータなしデータなし
William Shaw
Independent Director14yrsUS$378.88k0.020%
$ 3.3m
Lawton Fitt
Independent Director14yrsUS$376.28k0.020%
$ 3.3m
14.0yrs
平均在職期間
72.5yo
平均年齢

経験豊富なボード: CGの 取締役会 は経験豊富で 経験豊富 です ( 14年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 03:59
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Carlyle Group Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Roger FreemanBarclays
Benjamin BudishBarclays
Brennan HawkenBMO Capital Markets Equity Research