Carlyle Group Beheer

Beheer criteriumcontroles 3/4

De CEO Carlyle Group is Harvey Schwartz, benoemd in Feb2023, heeft een ambtstermijn van 2.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 29.59M, bestaande uit 3.4% salaris en 96.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.41% van de aandelen van het bedrijf, ter waarde $ 60.70M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.3 jaar en 13 jaar.

Belangrijke informatie

Harvey Schwartz

Algemeen directeur

US$29.6m

Totale compensatie

Percentage CEO-salaris	3.4%
Dienstverband CEO	2.3yrs
Eigendom CEO	0.4%
Management gemiddelde ambtstermijn	5.3yrs
Gemiddelde ambtstermijn bestuur	13yrs

Recente managementupdates

Recent updates

Analyse CEO-vergoeding

Hoe is Harvey Schwartz's beloning veranderd ten opzichte van Carlyle Group's winst?
Datum	Totale vergoeding	Salaris	Bedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 29.59M ) Harvey } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.32M ).

Compensatie versus inkomsten: De vergoeding van Harvey is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Harvey Schwartz (59 yo)

2.3yrs

Tenure

US$29,590,176

Compensatie

Mr. Harvey Mitchell Schwartz is CEO & Director of The Carlyle Group Inc. from February 15, 2023. He joined the The Carlyle Group Inc. on February 15, 2023. He is MD & CEO of The Carlyle Group of CSL III Ad...

Leiderschapsteam

Naam	Positie	Tenure	Compensatie	Eigendom
Harvey Schwartz	CEO & Director	2.3yrs	US$29.59m	0.41% $ 60.7m
John Redett	CFO & Head of Corporate Strategy	1.6yrs	US$33.45m	0.034% $ 4.9m
Lindsay Lobue	COO, MD & Partner	less than a year	US$6.21m	0.0052% $ 764.9k
Jeffrey Ferguson	MD & General Counsel	26.3yrs	US$6.10m	0.23% $ 33.2m
Christopher Finn	Senior Advisor	less than a year	US$32.79m	0.068% $ 10.0m
James Hance	Operating Executive & Director	19.5yrs	geen gegevens	0.085% $ 12.5m
David Rubenstein	Co-Founder & Non-Executive Co-Chairman	13.8yrs	US$281.88k	8.11% $ 1.2b
William Conway	Co-Founder & Co-Chairman of the Board	13.8yrs	US$500.00k	8.31% $ 1.2b
Daniel D'Aniello	Co-Founder & Chairman Emeritus	38.3yrs	US$281.88k	9.01% $ 1.3b
George Main	Chief Executive Officer of Solutions	no data	geen gegevens	geen gegevens
Pooja Goyal	Partner	5.8yrs	geen gegevens	geen gegevens
Charles Andrews	Chief Accounting Officer	4.7yrs	geen gegevens	0.0076% $ 1.1m

5.3yrs

Gemiddelde duur

59yo

Gemiddelde leeftijd

Ervaren management: Het managementteam van CG is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.3 jaar).

Bestuursleden

Naam	Positie	Tenure	Compensatie	Eigendom
Harvey Schwartz	CEO & Director	2.3yrs	US$29.59m	0.41% $ 60.7m
James Hance	Operating Executive & Director	13yrs	geen gegevens	0.085% $ 12.5m
David Rubenstein	Co-Founder & Non-Executive Co-Chairman	13.8yrs	US$281.88k	8.11% $ 1.2b
William Conway	Co-Founder & Co-Chairman of the Board	13.8yrs	US$500.00k	8.31% $ 1.2b
Daniel D'Aniello	Co-Founder & Chairman Emeritus	13.8yrs	US$281.88k	9.01% $ 1.3b
Allan Holt	MD, Senior Partner & Chairman of the United States Buyout Group	8.8yrs	geen gegevens	geen gegevens
Xiang-Dong Yang	MD, Co-Head of the Asia Buyout & Chairman of Carlyle Asia	8.3yrs	geen gegevens	geen gegevens
Marcel Quirinus van Poecke	MD, Partner & Chairman of Energy	no data	geen gegevens	geen gegevens
William Shaw	Independent Director	13yrs	US$378.86k	0.019% $ 2.8m
Mark Ordan	Lead Independent Director	3.1yrs	US$338.86k	0.0046% $ 672.2k
Anthony Welters	Independent Director	9.6yrs	US$363.86k	0.014% $ 2.1m
Lawton Fitt	Independent Director	13yrs	US$428.86k	0.019% $ 2.8m

13.0yrs

Gemiddelde duur

71.5yo

Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van CG zijn ervaren en ervaren (gemiddelde ambtstermijn van 13 jaar).

Bedrijfsanalyse en status van financiële gegevens

Gegevens	Laatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse	2025/05/05 06:17
Aandelenkoers aan het einde van de dag	2025/05/05 00:00
Inkomsten	2024/12/31
Jaarlijkse inkomsten	2024/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

Pakket	Gegevens	Tijdframe	Voorbeeld Amerikaanse bron ^*
Financiële gegevens bedrijf	10 jaar	Resultatenrekening Kasstroomoverzicht Balans	SEC-formulier 10-K SEC-formulier 10-Q
Consensus schattingen analisten	+3 jaar	Financiële prognoses Koersdoelen analisten	Onderzoeksrapporten van analisten Blue Matrix
Marktprijzen	30 jaar	Aandelenprijzen Dividenden, splitsingen en acties	ICE Marktgegevens SEC-formulier S-1
Eigendom	10 jaar	Top aandeelhouders Handel met voorkennis	SEC-formulier 4 SEC-formulier 13D
Beheer	10 jaar	Leiderschapsteam Raad van bestuur	SEC-formulier 10-K SEC-formulier DEF 14A
Belangrijkste ontwikkelingen	10 jaar	Bedrijfsaankondigingen	SEC-formulier 8-K

^* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren, zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen voor het gebruik van onze rapporten en tutorials op Youtube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

The Carlyle Group Inc. wordt gevolgd door 28 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

Analist	Instelling
Benjamin Budish	Barclays
Roger Freeman	Barclays
David Chiaverini	BMO Capital Markets Equity Research

Carlyle Group Beheer

Beheer criteriumcontroles 3/4

Belangrijke informatie

Recente managementupdates

The Carlyle Group Inc., Annual General Meeting, May 29, 2025

MD & General Counsel recently sold US$13m worth of stock

Carlyle Appoints Brad McCarthy as Managing Director and Head of Asia Pacific for Its Global Wealth Division

Co-Founder & Chairman Emeritus notifies of intention to sell stock

Carlyle Appoints Anuj Poddar as Co-Head of Global Portfolio Solutions for Asia

Senior Advisor notifies of intention to sell stock

Recent updates

Bidders Reportedly Circle Brighthouse

Nuvve Holding Corp. (NasdaqCM:NVVE) acquired Fermata Energy LLC for $0.66 million.

Sarkozy Fund Reportedly Hires Advisers to Explore Sale of AA Ireland

The Carlyle Group Inc., Annual General Meeting, May 29, 2025

Alpha Wave Reportedly in Race for Carlyle's 24% Stake in Nxtra for $600 Million

The Carlyle Group Inc. to Report Q1, 2025 Results on May 08, 2025

Price target decreased by 7.6% to US$51.88

Investor sentiment deteriorates as stock falls 17%

Now 27% undervalued after recent price drop

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 79.1% stake in kaonavi, inc. (TSE:4435) from Podobas Global Investments, RAKUS Co., Ltd and others.

SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).

SoftBank Group Corp. (TSE:9984) agreed to acquire a %91.92 stake in Ampere Computing LLC in an all-cash transaction valued at $6.5 billion.

Device Technologies Sale Reportedly on Hold Until Results Are Released

Investor sentiment deteriorates as stock falls 17%

Consensus EPS estimates fall by 13%

Carlyle Europe Technology Partners V, S.C.Sp. managed by The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 60% stake in Seidor, S.A. from Benito family.

Now 20% undervalued after recent price drop

MD & General Counsel recently sold US$13m worth of stock

SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion.

SK Capital Partners, LP and The Carlyle Group Inc. (NasdaqGS:CG) entered into an agreement to acquire bluebird bio, Inc. (NasdaqGS:BLUE) for $98.2 million.

Warburg Pincus, Carlyle Reportedly Join Bidding War for AkzoNobel’s South Asia Business

Fourth quarter dividend of US$0.35 announced

The Carlyle Group Inc. (NasdaqGS:CG) made an offer to acquire a 79.1% stake in kaonavi, inc. (TSE:4435) for ¥41 billion

The Carlyle Group Inc. Declares Quarterly Dividend, Payable on February 28, 2025

Full year 2024 earnings: EPS misses analyst expectations

Some Confidence Is Lacking In The Carlyle Group Inc.'s (NASDAQ:CG) P/S

Carlyle Appoints Brad McCarthy as Managing Director and Head of Asia Pacific for Its Global Wealth Division

Boeing's Jeppesen Unit Reportedly Draws Aerospace, Buyout Suitors

Carlyle Reportedly Explores Potential Sale of Calastone

The Carlyle Group Inc. to Report Q4, 2024 Results on Feb 11, 2025

Carlyle Group: Alternative Assets With Stellar Management

TVS Credit Reportedly to Make A Bid for Avendus Capital

TeamViewer SE (XTRA:TMV) agreed to acquire 1E Ltd from Carlyle Europe Technology Partners IV, managed by The Carlyle Group Inc. (NasdaqGS:CG) for enterprise value of $720 million.

the Carlyle Group Moves into Pole Position to Buy Waste Services Group

Now 20% undervalued

Co-Founder & Chairman Emeritus notifies of intention to sell stock

Carlyle Group (NASDAQ:CG) Is Due To Pay A Dividend Of $0.35

Carlyle Group Reportedly Weighs Options for Flender

Third quarter dividend of US$0.35 announced

Third quarter 2024 earnings released: EPS: US$1.67 (vs US$0.23 in 3Q 2023)

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of membership interests of Autopart International, Inc., Worldpac Puerto Rico, LLC and Worldpac Canada Inc. from WORLDPAC, Inc.

Edward van Kersbergen, Founder and Chief Executive Officer of Mazarine Energy B.V. singed an agreement to acquire an a majority stake in Mazarine Energy B.V. from Ramphastos Investments N.V. and The Carlyle Group Inc. (NasdaqGS:CG).

Patient Square Capital, LP agreed to acquire CorroHealth, LLC from The Carlyle Group Inc. (NasdaqGS:CG), Carlyle US Equity Opportunity Fund II, L.P, TT Capital Partners, LLC, Sanaka Group and CorroHealth's management.

Carlyle Group: Taking Profit On Another Sharp Rally (Rating Downgrade)

Market Participants Recognise The Carlyle Group Inc.'s (NASDAQ:CG) Revenues

Nomura Holdings and Mizuho Financial Group Reportedly Leading Bidders for Avendus Capital

Carlyle Group: Great Value Pick Amid Improving PE Landscape (Rating Upgrade)

Carlyle, Mizuho & Premji Invest Reportedly Aim for Avendus

Carlyle Appoints Anuj Poddar as Co-Head of Global Portfolio Solutions for Asia

Bain Capital, Carlyle Group and ChrysCapital Reportedly Submit Bids for Theobroma Foods

Senior Advisor notifies of intention to sell stock

The Carlyle Group Inc. (NasdaqGS:CG) entered into a definitive agreement to acquire WORLDPAC, Inc. from Advance Auto Parts, Inc. (NYSE:AAP) for $1.5 billion.

The Carlyle Group Inc. (NasdaqGS:CG) and Atmas Health entered into an Equity Purchase Agreement to acquire Vantive Health LLC from Baxter International Inc. (NYSE:BAX) for $3.8 billion.

Carlyle Reportedly Explores Sale of Nobian

Carlyle Group (NASDAQ:CG) Is Due To Pay A Dividend Of $0.35

Second quarter 2024 earnings released: EPS: US$0.41 (vs US$0.27 loss in 2Q 2023)

Quantum Energy Partners, LLC agreed to acquire CGX Energy, LLC from The Carlyle Group Inc. (NasdaqGS:CG) for approximately $3 billion.

A joint venture between Gatehouse Investment Management Limited and The Carlyle Group Inc. (NasdaqGS:CG) acquired 127 single-family rental (SFR) homes from Avant Homes (Central) Limited.

Carlyle Reportedly to Sell Upto 6.4% Stake in PNB Housing Finance for INR 12,560 Million

The Carlyle Group Inc. (NasdaqGS:CG) acquired 60% stake in Seidor, S.A. from Benito family for approximately €1 billion.

The Carlyle Group Inc. (NasdaqGS:CG) and Gatehouse Investment Management Limited acquired 105 single-family build-to-rent (SFR) of MJ Gleeson from MJ Gleeson plc (LSE:GLE) for £18.5 million.

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 51.2% stake in KFC Holdings Japan, Ltd. (TSE:9873)

The Carlyle Group Inc. to Report Q2, 2024 Results on Aug 05, 2024

Moody's Corporation (NYSE:MCO) acquired remaining 49% stake in Global Credit Rating Co (Pty) Ltd.

Carlyle Group Reportedly in Advanced Talks to Buy Baxter's Vantive Business

Loscam Suitor Reportedly Drops Out of Race

Gabon Oil Company completed the acquisition of Assala Energy UK Limited from The Carlyle Group Inc. (NasdaqGS:CG).

Carlyle, KKR Reportedly Shortlisted to Bid for Discover's US Student Loan Portfolio

Center3 completed the acquisition of CMC Networks (Pty) Limited from Carlyle Sub-Saharan Africa Fund managed by The Carlyle Group Inc. (NasdaqGS:CG) and Alterra Capital Partners.