Carlyle Group Inc.
CG, CGABL · Investment Advice · 360.0M shares · +31%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$46M (gross $204M, SBC $249M)
Reference price $46.68 · est. market cap ~$16.8B — last insider sale, 2026-03-19 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70Carlyle Group — global alternative-asset manager with GAAP-distorted cash flow.
Strengths
- Net margin 16.9% (61st pct); large cash/investments (91st)
- Diversified PE/credit/solutions franchise
Risks
- Negative reported free cash flow this period (timing/consolidation)
- Fundraising and realization cyclicality
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
16.9%
Return on assets
2.8%
Revenue growth (QoQ)
-86.6%
Net-income growth
-20.7%
Free cash flow
-$3.4B
Cash & investments
$2.0B
Cash runway
2q
Stock comp / revenue
7.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-28 | Nedelman Jeffrey | Grant | 7.7K | — |
| 2026-05-28 | SCHWARTZ HARVEY M | Grant | 21K | — |
| 2026-05-28 | Redett John C. | Grant | 11K | — |
| 2026-05-28 | Ferguson Jeffrey W. | Grant | 1.3K | — |
| 2026-05-28 | Plouffe Justin | Grant | 4.1K | — |
| 2026-05-28 | LoBue Lindsay | Grant | 3.1K | — |
| 2026-05-28 | Jenkins Mark David | Grant | 7.6K | — |
| 2026-05-28 | Andrews Charles Elliott Jr. | Grant | 409 | — |
| 2026-05-01 | WELTERS ANTHONY | Grant | 4.5K | — |
| 2026-05-01 | Rice Derica W | Grant | 4.5K | — |
| 2026-05-01 | Rice Derica W | Grant | 2.9K | $49.44 |
| 2026-05-01 | BESCHLOSS AFSANEH MASHAYEKHI | Grant | 4.5K | — |
| 2026-05-01 | ORDAN MARK S | Grant | 4.5K | $49.44 |
| 2026-05-01 | FITT LAWTON W | Grant | 4.5K | — |
| 2026-05-01 | Cherwoo Sharda | Grant | 4.5K | — |
| 2026-05-01 | HANCE JAMES H JR | Grant | 4.5K | — |
| 2026-05-01 | FILLER LINDA | Grant | 4.5K | — |
| 2026-05-01 | SHAW WILLIAM JOSEPH | Grant | 4.5K | — |
| 2026-05-01 | ORDAN MARK S | Grant | 4.5K | — |
| 2026-03-19 | Rubenstein David M. | Gift | 100K | — |
| 2026-03-19 | Rubenstein David M. | Sell | 500K | $46.68 |
| 2026-03-10 | Carlyle Group Inc. | Sell | 26.1M | $41.00 |
| 2026-03-10 | Carlyle Group Inc. | Other | 2.1M | — |
| 2026-03-05 | Carlyle Group Inc. | Conversion | 1.2M | — |
| 2026-03-05 | Carlyle Group Inc. | Other | 1.2M | — |
| 2026-03-04 | Carlyle Group Inc. | Other | 8.1M | — |
| 2026-03-04 | Carlyle Group Inc. | Conversion | 8.1M | — |
| 2026-02-26 | Carlyle Group Inc. | Sell | 19.8M | $31.46 |
| 2026-02-20 | SCHWARTZ HARVEY M | Grant | 17K | — |
| 2026-02-20 | Ferguson Jeffrey W. | Grant | 1.1K | — |
| 2026-02-20 | Nedelman Jeffrey | Grant | 6.5K | — |
| 2026-02-20 | Andrews Charles Elliott Jr. | Grant | 343 | — |
| 2026-02-20 | Jenkins Mark David | Grant | 6.4K | — |
| 2026-02-20 | Plouffe Justin | Grant | 3.4K | — |
| 2026-02-20 | Redett John C. | Grant | 9.1K | — |
| 2026-02-20 | LoBue Lindsay | Grant | 2.6K | — |
| 2026-02-14 | SCHWARTZ HARVEY M | Tax withheld | 135K | $54.49 |
| 2026-02-06 | Ferguson Jeffrey W. | Tax withheld | 937 | $55.41 |
| 2026-02-06 | Jenkins Mark David | Tax withheld | 46K | $55.41 |
| 2026-02-06 | Andrews Charles Elliott Jr. | Tax withheld | 6.4K | $55.41 |
| 2026-02-06 | Nedelman Jeffrey | Tax withheld | 92K | $55.41 |
| 2026-02-06 | LoBue Lindsay | Tax withheld | 75K | $55.41 |
| 2026-02-06 | Redett John C. | Tax withheld | 87K | $55.41 |
| 2026-02-06 | Plouffe Justin | Tax withheld | 46K | $55.41 |
| 2026-02-01 | Ferguson Jeffrey W. | Grant | 3.2K | — |
| 2026-02-01 | LoBue Lindsay | Tax withheld | 2.1K | $58.78 |
| 2026-02-01 | LoBue Lindsay | Grant | 114K | — |
| 2026-02-01 | LoBue Lindsay | Grant | 13K | — |
| 2026-02-01 | Nedelman Jeffrey | Tax withheld | 6.1K | $58.78 |
| 2026-02-01 | Nedelman Jeffrey | Grant | 217K | — |
| 2026-02-01 | Nedelman Jeffrey | Grant | 13K | — |
| 2026-02-01 | Andrews Charles Elliott Jr. | Tax withheld | 1.1K | $58.78 |
| 2026-02-01 | Andrews Charles Elliott Jr. | Grant | 15K | — |
| 2026-02-01 | Andrews Charles Elliott Jr. | Grant | 7.7K | — |
| 2026-02-01 | Jenkins Mark David | Tax withheld | 5.8K | $58.78 |
| 2026-02-01 | Jenkins Mark David | Grant | 144K | — |
| 2026-02-01 | Jenkins Mark David | Grant | 13K | — |
| 2026-02-01 | Plouffe Justin | Tax withheld | 2.8K | $58.78 |
| 2026-02-01 | Plouffe Justin | Grant | 41K | — |
| 2026-02-01 | Plouffe Justin | Grant | 9.7K | — |
| 2026-02-01 | Redett John C. | Tax withheld | 2.9K | $58.78 |
| 2026-02-01 | Redett John C. | Grant | 274K | — |
| 2026-02-01 | Redett John C. | Grant | 13K | — |
| 2026-02-01 | SCHWARTZ HARVEY M | Tax withheld | 579K | $58.78 |
| 2026-02-01 | Ferguson Jeffrey W. | Tax withheld | 503 | $58.78 |
| 2026-02-01 | Ferguson Jeffrey W. | Grant | 24K | — |
| 2026-01-29 | Carlyle Group Inc. | Sell | 48.2M | $31.00 |
| 2026-01-16 | Carlyle Group Inc. | Other | 55.6M | — |
| 2026-01-16 | Carlyle Group Inc. | Other | 112.0M | — |
| 2025-12-18 | Carlyle Group Inc. | Other | 1.5M | — |
| 2025-12-18 | Carlyle Group Inc. | Sell | 19.1M | $29.00 |
| 2025-12-18 | Carlyle Group Inc. | Conversion | 6.8M | — |
| 2025-12-18 | Carlyle Group Inc. | Other | 6.8M | — |
| 2025-12-17 | Redett John C. | Grant | 551K | — |
| 2025-12-17 | LoBue Lindsay | Grant | 184K | — |
| 2025-12-15 | SCHWARTZ HARVEY M | Tax withheld | 311K | $58.35 |
| 2025-12-10 | Rubenstein David M. | Sell | 625K | $56.55 |
| 2025-12-10 | Rubenstein David M. | Gift | 625K | — |
| 2025-11-25 | WELTERS ANTHONY | Gift | 1.2K | — |
| 2025-11-25 | WELTERS ANTHONY | Gift | 12K | — |
| 2025-11-19 | SCHWARTZ HARVEY M | Grant | 29K | — |
| 2025-11-19 | LoBue Lindsay | Grant | 620 | — |
| 2025-11-19 | Andrews Charles Elliott Jr. | Grant | 220 | — |
| 2025-11-19 | Redett John C. | Grant | 3.7K | — |
| 2025-11-19 | Ferguson Jeffrey W. | Grant | 928 | — |
| 2025-09-03 | CONWAY WILLIAM E JR | Gift | 2.0M | — |
| 2025-08-28 | Ferguson Jeffrey W. | Grant | 744 | — |
| 2025-08-28 | SCHWARTZ HARVEY M | Grant | 23K | — |
| 2025-08-28 | Redett John C. | Grant | 3.0K | — |
| 2025-08-28 | Andrews Charles Elliott Jr. | Grant | 177 | — |
| 2025-08-28 | LoBue Lindsay | Grant | 496 | — |
| 2025-08-13 | CONWAY WILLIAM E JR | Gift | 1.0M | — |
| 2025-08-12 | Ferguson Jeffrey W. | Sell | 28K | $64.82 |
| 2025-08-12 | Ferguson Jeffrey W. | Sell | 15K | $63.44 |
| 2025-08-12 | Ferguson Jeffrey W. | Sell | 160K | $64.20 |
| 2025-08-11 | Ferguson Jeffrey W. | Sell | 97K | $62.37 |
| 2025-08-01 | Ferguson Jeffrey W. | Tax withheld | 44K | $60.66 |
| 2025-08-01 | Redett John C. | Tax withheld | 91K | $60.66 |
| 2025-08-01 | Andrews Charles Elliott Jr. | Tax withheld | 13K | $60.66 |
| 2025-05-29 | Carlyle Group Inc. | Sell | 3.7M | $27.30 |
| 2025-05-27 | Redett John C. | Grant | 5.5K | — |
| 2025-05-27 | Ferguson Jeffrey W. | Grant | 1.4K | — |
| 2025-05-27 | SCHWARTZ HARVEY M | Grant | 32K | — |
| 2025-05-27 | Andrews Charles Elliott Jr. | Grant | 302 | — |
| 2025-05-27 | LoBue Lindsay | Grant | 688 | — |
| 2025-05-23 | Carlyle Group Inc. | Sell | 24.5M | $27.30 |
| 2025-05-01 | Rice Derica W | Grant | 5.2K | — |
| 2025-05-01 | Rice Derica W | Grant | 3.6K | $39.16 |
| 2025-05-01 | HANCE JAMES H JR | Grant | 5.2K | — |
| 2025-05-01 | WELTERS ANTHONY | Grant | 5.2K | — |
| 2025-05-01 | FITT LAWTON W | Grant | 5.2K | — |
| 2025-05-01 | FILLER LINDA | Grant | 5.2K | — |
| 2025-05-01 | BESCHLOSS AFSANEH MASHAYEKHI | Grant | 5.2K | — |
| 2025-05-01 | SHAW WILLIAM JOSEPH | Grant | 5.2K | — |
| 2025-05-01 | ORDAN MARK S | Grant | 5.2K | — |
| 2025-05-01 | Cherwoo Sharda | Grant | 5.2K | — |
| 2025-03-27 | Carlyle Group Inc. | Sell | 29.4M | $27.16 |
| 2025-02-28 | Ferguson Jeffrey W. | Grant | 802 | — |
| 2025-02-28 | Redett John C. | Grant | 3.1K | — |
| 2025-02-28 | Andrews Charles Elliott Jr. | Grant | 149 | — |
| 2025-02-28 | LoBue Lindsay | Grant | 3 | — |
| 2025-02-28 | SCHWARTZ HARVEY M | Grant | 29K | — |
| 2025-02-19 | Ferguson Jeffrey W. | Sell | 148K | $52.96 |
| 2025-02-18 | Ferguson Jeffrey W. | Sell | 102K | $53.20 |
| 2025-02-14 | SCHWARTZ HARVEY M | Tax withheld | 135K | $51.03 |
| 2025-02-06 | LoBue Lindsay | Grant | 282K | — |
| 2025-02-06 | Ferguson Jeffrey W. | Tax withheld | 15K | $52.58 |
| 2025-02-06 | Redett John C. | Tax withheld | 87K | $52.58 |
| 2025-02-06 | LoBue Lindsay | Tax withheld | 23K | $52.58 |
| 2025-02-06 | Ferguson Jeffrey W. | Grant | 31K | — |
| 2025-02-06 | Andrews Charles Elliott Jr. | Tax withheld | 6.3K | $52.58 |
| 2025-02-01 | Andrews Charles Elliott Jr. | Grant | 12K | — |
| 2025-02-01 | Ferguson Jeffrey W. | Tax withheld | 14K | $56.16 |
| 2025-02-01 | SCHWARTZ HARVEY M | Tax withheld | 564K | $56.16 |
| 2025-02-01 | Ferguson Jeffrey W. | Grant | 62K | — |
| 2025-02-01 | Ferguson Jeffrey W. | Grant | 3.5K | — |
| 2025-02-01 | Redett John C. | Grant | 257K | — |
| 2025-02-01 | Redett John C. | Grant | 18K | — |
| 2025-02-01 | LoBue Lindsay | Tax withheld | 142 | $56.16 |
| 2025-02-01 | LoBue Lindsay | Grant | 80K | — |
| 2025-02-01 | LoBue Lindsay | Grant | 11K | — |
| 2025-02-01 | Andrews Charles Elliott Jr. | Grant | 7.0K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-05 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-06-01 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-02-26 | Reg FDExhibits | filing ↗ |
| 2026-02-06 | ResultsExhibits | filing ↗ |
| 2025-12-05 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-10-31 | ResultsExhibits | filing ↗ |
| 2025-09-19 | Material agreementDebt obligationOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-05 | 2026-06-03 | 0001527166-26-000033 ↗ |
| 8-K | 2026-06-01 | 2026-06-01 | 0001527166-26-000030 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001527166-26-000027 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001527166-26-000023 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001527166-26-000009 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001527166-26-000006 ↗ |
| 8-K | 2026-02-06 | 2026-02-06 | 0001527166-26-000002 ↗ |
| 8-K | 2025-12-05 | 2025-12-04 | 0001527166-25-000128 ↗ |
| 10-Q | 2025-11-07 | 2025-09-30 | 0001527166-25-000125 ↗ |
| 8-K | 2025-10-31 | 2025-10-31 | 0001527166-25-000122 ↗ |
| 8-K | 2025-09-19 | 2025-09-19 | 0001193125-25-209115 ↗ |
| 8-K | 2025-09-17 | 2025-09-16 | 0001193125-25-205282 ↗ |