| Ticker | Status | Jurisdiction | Filing Date | CP Start | CP End | CP Loss | Deadline |
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| Ticker | Case Name | Status | CP Start | CP End | Deadline | Settlement Amt |
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| Ticker | Name | Date | Analyst Firm | Up/Down | Target ($) | Rating Change | Rating Current |
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During the last three months, 9 analysts shared their evaluations of Carlyle Group (NASDAQ:CG), revealing diverse outlooks from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 1 | 4 | 4 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 1 | 3 | 2 | 0 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 0 | 0 | 2 | 0 | 0 |
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $61.33, a high estimate of $74.00, and a low estimate of $45.00. Witnessing a positive shift, the current average has risen by 19.23% from the previous average price target of $51.44.
The standing of Carlyle Group among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Benjamin Budish | Barclays | Raises | Overweight | $74.00 | $66.00 |
| Devin Ryan | JMP Securities | Raises | Market Outperform | $70.00 | $58.00 |
| Benjamin Budish | Barclays | Raises | Overweight | $66.00 | $64.00 |
| Michael Brown | Wells Fargo | Raises | Equal-Weight | $61.00 | $49.00 |
| Benjamin Budish | Barclays | Raises | Overweight | $64.00 | $49.00 |
| Glenn Schorr | Evercore ISI Group | Raises | In-Line | $58.00 | $45.00 |
| Christopher Allen | Citigroup | Raises | Buy | $65.00 | $44.00 |
| Michael Brown | Wells Fargo | Raises | Equal-Weight | $49.00 | $45.00 |
| Kyle Voigt | Keefe, Bruyette & Woods | Raises | Market Perform | $45.00 | $43.00 |
Capture valuable insights into Carlyle Group's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
Stay up to date on Carlyle Group analyst ratings.
Carlyle Group is one of the world's largest alternative-asset managers, with $453 billion in total AUM, including $314 billion in fee-earning AUM, at the end of March 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $164 billion in total AUM and $99 billion in fee-earning AUM), global credit ($199 billion/$161 billion), and investment/fund solutions, known as Carlyle AlphInvest ($89 billion/$54 billion). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 3,100 active carry fund investors from 87 countries.
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Carlyle Group's revenue growth over a period of 3M has been noteworthy. As of 31 March, 2025, the company achieved a revenue growth rate of approximately 11.31%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Net Margin: Carlyle Group's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 19.5%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Carlyle Group's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 2.32%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Carlyle Group's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.55%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: With a high debt-to-equity ratio of 1.88, Carlyle Group faces challenges in effectively managing its debt levels, indicating potential financial strain.
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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