The Carlyle Group Inc. · Financials · Asset Management
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
Last
$35.78
−$1.47 (−3.93%) 4:00 PM ET
After hours$35.74
−$0.03 (−0.10%) 5:28 AM ET
Prev closePrevC$37.24
OpenOpen$37.01
Day highHigh$37.01
Day lowLow$35.42
VolumeVol3,842,224
Avg volAvgVol3,467,614
On chart
Interval
Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
Scale: Linear
Overlays
Panels
Style
Scale: Linear
Presets
Tools
Tickers only (no ^ indexes). Add up to 5.
Mkt cap
$12.75B
EV/Sales
4.01
P/E ratio
35.03
FY Revenue
$3.61B
EPS
1.02
Gross Margin
100.00%
Div yield
3.96%
Sector
Financials
AI report sections
MIXED
CG
The Carlyle Group Inc.
No AI report section text found yet for this symbol.
AI summarized at 1:46 AM ET, 2025-06-26
Volume vs average
Intraday (cumulative)
+53% (Above avg)
Vol/Avg: 1.53×
RSI
27.19(Oversold)
Oversold (<30)
0255075100
MACD momentum
Intraday
-0.00 (Weak)
MACD: 0.06 Signal: 0.06
Short-Term
+0.04 (Strong)
MACD: -1.67 Signal: -1.71
Long-Term
-0.15 (Weak)
MACD: -2.54 Signal: -2.38
Intraday trend score
37.02
LOW22.90HIGH37.02
Latest news
CG•12 articles•Positive: 9Neutral: 3Negative: 0
NeutralGlobeNewswire Inc.• Not Specified
Sciens Building Solutions Welcomes the Wilkins Company and Scherer Lock & Supply to Expand its Northeast Presence
Sciens Building Solutions announced the acquisition of The Wilkins Company (Erie, PA) and Scherer Lock & Supply (Pittsburgh, PA), expanding its fire and life safety capabilities across Western Pennsylvania, Eastern Ohio, and Western New York. This marks Sciens' fourth Pennsylvania-based acquisition and strengthens its offerings in fire detection, security, communications, and door hardware services.
CGacquisitionfire and life safetyPennsylvaniaNortheast expansionbuilding solutionssecurity systemsdoor hardware
Sentiment note
Mentioned as financial backer of Sciens; no direct operational impact or performance metrics provided in the article.
PositiveZacks Investment Research• Na
How Carlyle's Wealth Push Opens New Avenues for Fee Revenue Growth
The Carlyle Group is expanding its wealth-management business through strategic acquisitions and partnerships to increase private-market access for advisors and high-net-worth clients. The company acquired MAI Capital Management and Intelliflo, and partnered with SEI and UBS to strengthen its wealth platform. Carlyle targets $2.8 billion in management fees by 2028, up from $2.2 billion in 2025, with wealth and retirement expected to account for 20% of over $200 billion in targeted inflows.
Company is actively expanding wealth management capabilities through strategic acquisitions (MAI Capital, Intelliflo) and partnerships (SEI, UBS), with clear growth targets of $2.8B in management fees by 2028 and expected 20% contribution from wealth/retirement segments to $200B+ inflows.
NeutralZacks Investment Research• Na
IVZ or CG: Which Is the Better Value Stock Right Now?
In a value stock comparison, Invesco (IVZ) outperforms Carlyle Group (CG) based on Zacks Rank and Style Scores. IVZ holds a Strong Buy rank with superior valuation metrics including a lower forward P/E ratio (11.23 vs 12.79), better PEG ratio (0.46 vs 1.44), and lower P/B ratio (1.33 vs 2.35), earning a Value grade of B compared to CG's D grade.
BKLNCGWCQQQCUTvalue investingZacks RankP/E ratioPEG ratio
Sentiment note
Carlyle Group receives a Zacks Rank #3 (Hold) with a Value grade of D. While not negatively rated, it shows weaker fundamentals relative to Invesco with higher forward P/E (12.79), PEG ratio (1.44), and P/B ratio (2.35), suggesting less attractive valuation metrics for value investors.
PositiveGlobeNewswire Inc.• Na
Diversified Announces Accretive Acquisition of Birch
Diversified Energy Company announced the acquisition of Birch Permian Holdings for approximately $1.8 billion, its largest acquisition in 25 years. The deal is expected to increase production by ~35% and Adjusted EBITDA by ~55%, with funding primarily through a $1.5 billion asset-backed securitization from Carlyle. The acquisition establishes Diversified as a scaled Permian operator and expands its partnership with Carlyle to pursue up to $10 billion in future PDP acquisition opportunities.
Carlyle expanded its strategic partnership with Diversified from $2 billion to up to $10 billion in potential PDP acquisition opportunities. The company is providing $1.5 billion in asset-backed securitization financing and demonstrating confidence in Diversified's operational model and the broader PDP consolidation opportunity set.
NeutralGlobeNewswire Inc.• Unknown
Sciens Building Solutions Named Official Fire & Life Safety Provider of the Jacksonville Jaguars
Sciens Building Solutions announced a partnership with the Jacksonville Jaguars, becoming the team's Official Fire & Life Safety Partner. The partnership expands Sciens' visibility and marketing reach while both organizations align on shared values of trust, reliability, and community protection.
CGfire and life safetypartnershipJacksonville Jaguarssports sponsorshipcommercial services
Sentiment note
Mentioned only as a financial backer of Sciens Building Solutions. No direct business impact or strategic developments involving The Carlyle Group are discussed in the article.
PositiveGlobeNewswire Inc.• Nicole Lammes
Top Technology Executives Recognized at the 2026 CapitalCIO ORBIE Awards
CapitalCIO held its 2026 ORBIE Awards ceremony on June 26, 2026, recognizing six outstanding CIOs for their leadership in technology innovation and business transformation. Award winners included executives from Marriott International, Carlyle, HII, Virginia Tech, Appian, and OrthoVirginia across various organizational size categories. The event featured keynote remarks from former NASA CIO Renee Wynn and attracted over 300 executives from the Capital Area.
Partner and CIO Lucia Soares received the Global ORBIE award, acknowledging strong technology transformation leadership at a major organization with over $2 billion in annual revenue.
PositiveInvesting.com• Charles-Henry Monchau
How GPUs Are Becoming the Hottest Asset Class
GPUs have evolved from gaming chips into a distinct financial asset class, with standardized pricing, financing structures, and risk-transfer tools emerging. The GPU financing market reached $20-34 billion by early 2026, driven by massive AI infrastructure spending. However, the asset class faces challenges including uncertain depreciation rates, volatile rental prices, ecosystem concentration, and risks from custom silicon and export controls.
Carlyle's participation as a top-tier lender in GPU financing demonstrates major private equity and infrastructure investor confidence in the GPU asset class.
PositiveBenzinga• Caroline Ryan
Deal Dispatch: Carlyle Buys Chung Ho Group, Second Nature Brands Acquires Tillamook Country Smoker, GoHealth Bankruptcy
Multiple M&A transactions and bankruptcies reported: Carlyle Group acquired South Korean home appliance rental platform Chung Ho Group for $700 million; Second Nature Brands acquired Tillamook Country Smoker; GoHealth filed for Chapter 11 bankruptcy; Sleep Number agreed to merge with Sleep Country Canada after filing for bankruptcy; and several other companies announced strategic reviews or acquisitions.
Successfully completed a major $700 million acquisition of Chung Ho Group, demonstrating active deal-making and capital deployment capabilities.
PositiveGlobeNewswire Inc.• Na
Carlyle Secured Lending, Inc. Announces Financial Results For First Quarter Ended March 31, 2026, Declares Second Quarter 2026 Dividend of $0.35 Per Common Share
Carlyle Secured Lending (CGBD) reported Q1 2026 earnings of $0.36 per share with stable performance despite macroeconomic uncertainty. The company declared a quarterly dividend of $0.35 per share, representing a reset from the prior $0.40 dividend. NAV per share declined 2.3% to $15.89, while total investment fair value stood at $2.3 billion. Management highlighted an increasingly attractive investment environment with expanding spreads on new originations.
CGBDCGQ1 2026 earningsnet investment incomedividend resetNAV declinemiddle-market lendingbusiness development company
Sentiment note
As the parent company and investment adviser to CGBD, Carlyle benefits from the subsidiary's stable performance and the expanding investment opportunities in the middle-market lending space. The company's $475 billion in AUM and management's confidence in leveraging the OneCarlyle platform to enhance originations and scale joint ventures suggest positive momentum for the broader organization.
PositiveBenzinga• Not Specified
Diversified and Carlyle Partner to Acquire Assets from Camino Natural Resources
Diversified Energy Company and Carlyle Group announced a partnership to acquire oil and natural gas properties from Camino Natural Resources in Oklahoma's Anadarko Basin for $1.175 billion. The acquisition will be financed through an innovative asset-backed securitization (ABS) structured by Carlyle, adding approximately 300 MMcfepd of production and 1,478 Bcfe of reserves. The deal is expected to close in Q3 2026 and includes over 100 drill-ready inventory locations, providing significant synergies and growth opportunities without requiring equity issuance from Diversified.
DECCGasset acquisitionoil and gasasset-backed securitizationAnadarko Basinstrategic partnershipenergy assets
Sentiment note
Carlyle demonstrates its asset-backed finance capabilities by structuring an innovative securitization solution, expanding its ABF portfolio with a $1.175 billion transaction. This showcases the firm's expertise in tailored financing solutions and validates its asset-backed investing model.
Major M&A activity dominates the market with McCormick merging with Unilever's Foods business in a $29.1 billion deal, Sysco acquiring Jetro Restaurant Depot for $29 billion, and Eli Lilly acquiring Centessa Pharmaceuticals for $7.8 billion. Meanwhile, QVC faces financial distress and is considering Chapter 11 bankruptcy, while several other companies including IO Biotech and Lipella Pharmaceuticals have filed for bankruptcy.
MKCMKC.VULSYYmergers and acquisitionsbankruptcyMcCormickUnilever
Sentiment note
Acquiring majority stake in MAI Capital Management for $2.8 billion, expanding wealth management capabilities
PositiveBenzinga• Lekha Gupta
Carlyle Takes Control Of MAI In Multibillion Dollar Deal
Carlyle Group announced it will acquire a majority stake in MAI Capital Management in a deal valuing the firm at over $2.8 billion. The transaction is expected to close in Q2 2026. CG shares were trading up 1.79% at $47.25 on Tuesday. Technical analysis shows mixed signals with RSI at 35.95 and bullish MACD configuration, though the stock remains below its 20-day and 100-day moving averages.
CGacquisitionMAI Capital Managementmajority stake$2.8 billion dealassets under managementtechnical analysisprice target
Sentiment note
The company announced a significant $2.8 billion acquisition of MAI Capital Management, expanding its asset management capabilities and client base. Stock price increased 1.79% on the news, and analysts maintain a Buy rating with $64.75 average price target, indicating confidence in the strategic move.
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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