Seasonal Headwind — september med -2.8% (mag 1/3) · posClose 35.71% (rel 1/3) · n14 ×1 = 7
RS Breakdown — momZ +0.44 · low 9w×1.00 · vs industry
About Carlyle Group Inc
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and ventur… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
IPO Date: May 3, 2012
Headquarters: 1001 Pennsylvania Avenue, NW, Washington, DC, United States, 20004-2505
Founder-Led: Yes — David Rubenstein (Co-Founder & Co-Chairman of the Board), Bill Conway (Co-Founder & Co-Chairman of the Board), Dan D'Aniello (Co-Founder & Chairman Emeritus)
Key Metrics
Current Price
$49.14
Market Cap
$17.10B
Float
258.1M
Shares Outstanding
356.3M
P/E (Forward)
13.39
P/E (TTM)
49.99
Price/Sales (TTM)
6.11
vs. Analyst Target
+18.4% to analyst PT
Profit Margin
13.01%
Operating Margin (TTM)
26.86%
Revenue (TTM)
$2.80B
Earnings Growth (YoY)
-57.50%
Dividend Rate
1.4%
Analyst Target Price
$58.18 (17 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$2.13B
$348M
$1.88B
$632M
2021
$5.82B
$2.97B
$5.53B
$4.08B
2022
$3.68B
$1.23B
$3.36B
$1.72B
2023
$1.87B
-$608M
$1.32B
-$420M
2024
$4.09B
$1.02B
$3.40B
$1.58B
2025
$4.90B
$809M
$3.23B
$1.34B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$781M
$900,000
Dec 2025
$1.84B
$358M
Mar 2026
$190M
-$132M
Jun 2026
$1.15B
$137M
Ownership & Float
Insider Ownership
26.5%
Institutional Ownership
65.0%
Short Float
6.5%
% of All Funds Holding
6.61%
Number of Funds Holding
581
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$46.20
Near-term / short-term trend
Weekly
40-Week SMA
$50.95
Medium-term trend
Weekly
80-Week SMA
$51.60
Cyclical trend (business cycle)
Weekly
200-Week SMA
$43.84
Secular trend (multi-year)
Monthly
10-Month SMA
$50.56
Near-term monthly trend
Monthly
20-Month SMA
$51.58
Medium-term monthly trend
Monthly
40-Month SMA
$45.98
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$50.00
resistance
1.09x
2 months ago
$58.00
resistance
1.27x
5 months ago
$62.00
resistance
1.10x
9 months ago
$39.00
support
1.02x
14 months ago
Historical Earnings Reactions (58 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.25%
0.13%
51.72%
5.62%
-3.56%
1 Day
-0.30%
-0.17%
48.28%
8.64%
-5.69%
1 Week
0.48%
-0.30%
48.28%
26.90%
-11.87%
2 Weeks
-1.01%
-2.39%
34.48%
27.23%
-13.32%
1 Month
-1.38%
-3.74%
35.09%
38.79%
-28.08%
Next earnings: October 24, 2026 (59 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
5.1%
57.1%
14
Feb
-2.4%
35.7%
14
Mar
-2.6%
42.9%
14
Apr
1.0%
50.0%
14
May
0.4%
42.9%
14
Jun
1.7%
60.0%
15
Jul
9.2%
86.7%
15
Aug
-6.3%
21.4%
14
Sep
-2.8%
35.7%
14
Oct
2.4%
50.0%
14
Nov
3.3%
64.3%
14
Dec
2.2%
57.1%
14
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.09%
50.1%
675
Tuesday
0.06%
50.1%
739
Wednesday
0.11%
53.1%
736
Thursday
0.09%
52.1%
723
Friday
0.06%
52.2%
722
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 65.0%
Insider Transactions — Smart Summary
Total insider ownership: 26.5%
Founder-led management: David Rubenstein (Co-Founder & Co-Chairman of the Board), Bill Conway (Co-Founder & Co-Chairman of the Board), Dan D'Aniello (Co-Founder & Chairman Emeritus)
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