Carlyle Group Yönetim
Yönetim kriter kontrolleri 4/4
Carlyle Group CEO'su Harvey Schwartz, Feb2023 tarihinde atandı, in görev süresi 3.42 yıldır. in toplam yıllık tazminatı $ 7.15M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14% maaş ve 86% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.46% ine doğrudan sahiptir ve bu hisseler $ 242.06M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.4 yıl ve 10 yıldır.
Anahtar bilgiler
Harvey Schwartz
İcra Kurulu Başkanı
US$7.1m
Toplam tazminat
| CEO maaş yüzdesi | 13.99% |
| CEO görev süresi | 3.4yrs |
| CEO sahipliği | 1.5% |
| Yönetim ortalama görev süresi | 3.4yrs |
| Yönetim Kurulu ortalama görev süresi | 10yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Jul 06
CG: Climate Risk And Retirement Access Initiatives Will Drive Future Upside
Analysts have slightly reduced their price target for Carlyle Group to about $59.88 from roughly $61.81, citing updated assumptions that combine higher projected revenue growth with a modestly lower profit margin and a somewhat lower future P/E multiple. What’s in the News for Carlyle Group Carlyle Group introduced a new climate risk framework for its roughly $475b portfolio during London Climate Action Week, working with Marsh and institutional investors to help portfolio managers factor physical climate risk into asset valuations and potentially access improved insurance terms.
Anlatı Güncellemesi • Jun 22
CG: Acquisitions And New Fundraising Will Shape A Balanced Forward Outlook
Analysts have slightly adjusted their price target for Carlyle Group to $45.16 from $45.24. This reflects updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations.
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$608m |
Tazminat ve Piyasa: Harvey 'nin toplam tazminatı ($USD 7.15M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.63M ).
Tazminat ve Kazançlar: Harvey 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Harvey Schwartz (61 yo)
3.4yrs
Görev süresi
US$7,149,859
Tazminat
Mr. Harvey Mitchell Schwartz is Partner, CEO & Director of The Carlyle Group Inc. from 2026. He joined the The Carlyle Group Inc. on February 15, 2023. He focuses on Real Estate.He was CEO & Director of T...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Partner | 3.4yrs | US$7.15m | 1.46% $ 242.1m | |
| Chief Operating Officer | 2yrs | US$26.13m | 0.023% $ 3.8m | |
| Operating Executive & Board of Director | no data | Veri yok | 0.087% $ 14.4m | |
| Co-Founder & Co-Chairman of the Board | 15yrs | US$281.88k | 7.61% $ 1.3b | |
| Co-Founder & Co-Chairman of the Board | 15yrs | US$500.00k | 7.5% $ 1.2b | |
| Partner & Vice Chairman | no data | Veri yok | Veri yok | |
| Co-President & Head of Global Credit & Insurance | 9.8yrs | Veri yok | 0.43% $ 70.7m | |
| Co-President & Global Head of Client Business | less than a year | Veri yok | 0.46% $ 75.8m | |
| Co-Founder & Chairman Emeritus | 39.5yrs | US$281.88k | 9.03% $ 1.5b | |
| Chief Financial Officer | less than a year | Veri yok | 0.25% $ 42.0m | |
| Chief Executive Officer of Solutions | no data | Veri yok | Veri yok | |
| Partner | 7yrs | Veri yok | Veri yok |
3.4yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim: CG 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.4 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Partner | 3.4yrs | US$7.15m | 1.46% $ 242.1m | |
| Operating Executive & Board of Director | 14.2yrs | Veri yok | 0.087% $ 14.4m | |
| Co-Founder & Co-Chairman of the Board | 15yrs | US$281.88k | 7.61% $ 1.3b | |
| Co-Founder & Co-Chairman of the Board | 15yrs | US$500.00k | 7.5% $ 1.2b | |
| Partner & Vice Chairman | no data | Veri yok | Veri yok | |
| Co-Founder & Chairman Emeritus | 15yrs | US$281.88k | 9.03% $ 1.5b | |
| MD, Partner & Vice Chairman of Americas Private Equity | 10yrs | Veri yok | Veri yok | |
| MD, Partner & Chairman of Carlyle Asia | 9.5yrs | Veri yok | Veri yok | |
| MD, Partner & Chairman of Europe Private Equity | 4.5yrs | Veri yok | Veri yok | |
| Partner | less than a year | Veri yok | Veri yok | |
| MD & Chairman of Energy | no data | Veri yok | Veri yok | |
| Senior Advisor & Chairman of Italy | no data | Veri yok | Veri yok |
10.0yrs
Ortalama Görev Süresi
68.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: CG 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/19 14:10 |
| Gün Sonu Hisse Fiyatı | 2026/07/17 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Carlyle Group Inc. 26 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |
| Brennan Hawken | BMO Capital Markets Equity Research |