Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
10/28/2022* -- Results Q3 2022 -- 1.08 --
10/28/2022* 08:30 EST Earnings Call Q3 2022 -- -- --
07/28/2022 -- Results Q2 2022 1.17 1.04 12.61%
07/28/2022 08:30 EST Earnings Call Q2 2022 -- -- --
04/28/2022 -- Results Q1 2022 0.74 1.02 -27.21%
04/28/2022 08:30 EST Earnings Call Q1 2022 -- -- --
02/03/2022 -- Results Q4 2021 2.01 1.18 70.38%
02/03/2022 08:30 EST Earnings Call Q4 2021 -- -- --
*Estimated Date/Time

Earnings

Next Report Date 10/28/2022 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 07/28/2022
Beat/Miss Upgrade
Return Since -30.50%
Last FQE 06/30/2022
Next FQE 09/30/2022

Profile

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The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.
URL https://www.carlyle.com
Investor Relations URL https://ir.carlyle.com/
HQ State/Province District of Columbia
Sector Financial Services
Industry Asset Management
Equity Style Mid Cap/Value
Next Earnings Release Oct. 28, 2022 (est.)
Last Earnings Release Jul. 28, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Aug. 08, 2022

Dividends

Dividend Per Share (TTM) 1.075
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 3.030
Yield to Sector 0.6657
Yield to Industry 0.7123
Last Dividend Amt. 0.325
Dividend Frequency Quarterly
Last Ex-Dividend Date Aug. 08, 2022
Yield (TTM) 4.45%
Forward Yield 5.03%
Payout Ratio 19.30%
Cash Payout Ratio -1.72K%
Consistent Payer (5Y) Yes
Consistent Growth (5Y) No

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
-34.86%
8.64%
59.70%
-27.22%
116.8%
1.60%
78.47%
-51.81%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
-27.90%
3.43%
41.76%
-4.26%
51.57%
41.11%
85.75%
-41.81%
-29.43%
37.02%
85.23%
-21.99%
106.6%
7.99%
53.26%
-34.50%
-4.85%
-1.53%
27.28%
0.15%
96.29%
19.86%
107.1%
-32.93%
-20.75%
56.63%
10.69%
-5.58%
110.0%
37.62%
77.77%
-21.74%
As of September 30, 2022.

Profile

Edit
The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.
URL https://www.carlyle.com
Investor Relations URL https://ir.carlyle.com/
HQ State/Province District of Columbia
Sector Financial Services
Industry Asset Management
Equity Style Mid Cap/Value
Next Earnings Release Oct. 28, 2022 (est.)
Last Earnings Release Jul. 28, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Aug. 08, 2022

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
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NBNGX 2.713M USD 1.65%
FXO 15.11M USD 1.43%
SFYX 379027.0 USD 0.84%

Top Portfolio Holders

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