The Carlyle Group (CG) stock

Private equity, credit , market cap $14B

Private equity, credit, and fund solutions

Worth $14B

$41.70

-1.44%

As of Tuesday's close · Live for Pro members at the open

Quality Score

-2

Poor

In its industry

#32of 35

Asset Managers

Checks firing

2of 14

Trending down

From 52-week high

-38.0%

under its best in a year

CG's Quality Score fell 1 point on Tue, Nov 10, to -2. It closed away from its high of the day (2 chart checks stopped).

See CG's 14 chart checksSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

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Why is CG down?

Down 7% on Nov 5, a down day for the market: the S&P 500 fell 4%, 86% of stocks fell, and asset manager stocks a median 3%.

Its Nov 4 results: Fee Related Earnings were $293M, down 6%. It fell 7% on Nov 5.

Sources: Price history, Nov 5, 2026; Company release, Nov 4, 2026

1 more reason, free with an account →2 more reasons why CG fell on Nov 5, from its filings, with the other side, the timeline, and its peers, for Pro members.

Key facts on CG

Key facts on CG
Holding it back	Below its 200-day since August down 20% in a year
Latest filing	10-Q, Nov 6 Filed its quarterly report (10-Q) for the quarter to Sep 30, 2026

1 more reason behind CG's -2, free with an account →5 more reasons behind CG's -2, for Pro members.

CG in the news

Thu Nov 5Carlyle Secured Lending, Inc. Announces Financial Results SEC filing 5:47 PM ET · GlobeNewswire CG closed −6.5% that day.

What's next

Mon Nov 16: Ex-dividend, $0.35 a shareAt the open. Pays Nov 23.

CG catalysts

Coming up

After its last 4 reports it closed -1.4% on average, higher 1 of 4 times.

4 past catalysts since 2018, with sizes and sources, for Pro members.

Why CG scores -2

Poorfor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means

+2Chart checks 2 of 14 firing right now, one point each
−3Long-term trend below a falling 200-⁠day average, down over one year, down over two years

Size adds
Profit addsRead on the last four quarters against the four before, or the last full year where no quarters are filed.
Growth subtractsSales and margins against a year earlier: up to +3 for fast growth and widening margins, down to -2 when both shrink.
Cash flow subtracts-1 when free cash flow over the last four quarters is negative.
News adds
Insider trades subtracts

No effect today: Run-up, Dilution, Volatility, and Persistence.

What every line is worth, and the reason behind it, on CG and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 11:18 PM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

Alert me when CG's Quality Score turns up

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How CG ranks in Asset Managers

CG is #32 of 35 by Quality Score.

How CG ranks in Asset Managers
Rank	Stock	Checks	Quality Score
1	AAMIAcadian Asset Management	9/14	20
2	AMGAffiliated Managers	8/14	19
3	VCTRVictory Capital	6/14	17
	BNBrookfield		Open for its score
	BXBlackstone		Open for its score
	EVREvercore		Open for its score
	FHIFederated Hermes		Open for its score
32	CGThe Carlyle	2/14	-2

Free cash flow over four quarters: CG -$2.21B, BX $5.83B.

When does CG report earnings, and what happens after?

Expected to report Thu Feb 4 (in 86 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

Close after the report, last 3

-3.5%-1.6%-6.5%

May 6Aug 4Nov 4

Reported	When	Gap	Reaction	5 days
Nov 4, 2026After close	After close	-2.9%	-6.5%	not yet
Aug 4, 2026After close	After close	+3.0%	-1.6%	-4.5%
May 6, 2026After close	After close	-1.4%	-3.5%	-3.2%

CG closed higher after 1 of its last 4 reports.

All 4 reports, and CG's Quality Score going into each

CG sales and profit by year

Sales and profit by year

Sales grew in three of the last seven years, to $4.8B in 2025. It made a profit in seven of the eight years.

CG has 2 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on CG, and all 14 on every stock.Get in free →

CG RSI today: 56.8, above its 50-day, below its 200-day

Not scored

RSI 56.8, MACD above signal, above its 50-day, below its 200-day. Not scored.13 readings

The deep dive on CG

What it does and how it makes money4 findingsIt kept 24 cents of each dollar of sales in fiscal 2025: $1.16B of profit before tax on $4.78B of sales.Annual report, filed Feb 27, 2026
Where it stands4 findingsFor Pro members4 findings on where CG stands: its cash, debt, and share count, for Pro members
What changed in its filings3 findings"On July 29, 2022, an alleged stockholder of the Company, the City of Pittsburgh Comprehensive Municipal Trust Fund (the 'original Plaintiff'), filed suit in the Delaware Court of Chancery …" (10-Q for the quarter to Sep 30, 2026)SEC filing · Nov 6, 2026Carlyle Partners VII, L.P. made up 24% of its revenue in fiscal 2025, up from 20% in fiscal 2024.SEC filing · Feb 27, 2026
Who holds and trades it4 findingsFor Pro members4 findings on who holds and trades CG, for Pro members
Against its closest peers4 peersFree cash flow over four quarters: CG -$2.21B, BX $5.83B.

12 more findings on CG, each with its source, for Pro members.

Is CG's dividend covered? What its financials say

Its free cash flow over the last four quarters was -$2.2B, while it paid dividends.

CG's dividend against its free cash flow
Dividend	$1.40 a share a year Paid 4 times a year
Paid out	About $514M a year $1.40 a share on 367M shares, its average count in the quarter to Jun 30, 2026
Free cash flow	-$2.2B The last four quarters, to Sep 30, 2026

CG insider trades

One insider sold $17.1M across 1 filing in the last 6 months. No open-⁠market buys on record. The newest:

SellDavid M. Rubenstein$17.1MDirectorat $42.74 on Sep 11, filed Sep 11

SellDavid M. RubensteinDirector$17.1Mat $42.74 on Sep 11, filed Sep 11

CG trades by Congress and the executive branch

One trade disclosed in the last six months. The newest:

SellDonald Trump$1K to $15KPresident (R)traded Jun 23, disclosed Aug 22(60 days later)

SellDonald TrumpPresident (R)$1K to $15Ktraded Jun 23, disclosed Aug 22(60 days later)

See what Congress is buying across the market

CG's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Harvey M. SchwartzChief Executive Officer · no trades on file
Jeffrey NedelmanCo-President · no trades on file
John C. RedettCo-President · no trades on file
Mark David JenkinsCo-President · no trades on file
Justin PlouffeChief Financial Officer · no trades on file
Charles Elliott Andrews Jr.Chief Accounting Officer · no trades on file
Jeffrey W. FergusonGeneral Counsel · no trades on file
Kate Elizabeth HeinzelmanGeneral Counsel · no trades on file

11 more officers and directors file at CG.

See insider trades by person

Which ETFs hold CG?

In ETFs: CG is under 0.1% of VYM and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.

About The Carlyle Group

Carlyle Group is one of the world's largest alternative-asset managers, with $485.5 billion in total AUM, including $334.4 billion in fee-earning AUM, at the end of June 2026. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $162.7 billion in total AUM and $96.6 billion in fee-earning AUM), global credit ($211.1 billion/$167.6 billion), and investment/fund solutions, known as Carlyle AlphInvest ($111.7 billion/$70.2 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.

2,500 employeesWashington, DCcarlyle.com

What The Carlyle Group says it competes with

“As a global investment firm, we compete with a broad array of regional and global investment firms, as well as global banking institutions and other types of financial institutions and markets, for employees, investors, and investment opportunities.”

From its annual report, SEC filing · Feb 27, 2026

Here is what Pro members see.

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Its Quality Score and rank, the line that drives it, and the live price.
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Every line of the score
Price action, the company, and signals, each with its points, on CG and every other stock.
CEOs buying their own stock
Every CEO buy, biggest names first. Sort, filter, save the list, and set optional alerts.
Congress trades
A member's trades, newest first, each with its amount. Sort and filter the whole list.
14 chart checks, read for you
The ones firing on the stock, each in plain words, its rule a tap away.
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What would turn CG's score around: 7 things
2 more filings explained, a plain line each
Real-⁠time prices, no delay

BreakawayAug 22Donald Trump sold CG$1K to $15K, disclosed Aug 22

Alerts are optional.

See CG's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 10, 2026: CG's Quality Score is -2 (Poor), #32 of 35 in Asset Managers. Insiders sold $17.1M in the last 6 months (Form 4).

What does CG's Quality Score say?

CG scores -2 today, which Breakaway calls Poor. It is #32 of 35 in Investment Advice by Quality Score, with 2 of 14 chart checks firing. Down 7% on Nov 5, a down day for the market: the S&P 500 fell 4%, 86% of stocks fell, and asset manager stocks a median 3%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is CG's Quality Score?

CG scores -2 today, which Breakaway calls Poor (below zero). That is #32 of 35 in Investment Advice by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind CG's -2.

Are insiders buying CG?

One insider sold $17.1M across 1 filing in the last 6 months. No open-⁠market buys on record. The newest is David M. Rubenstein, Director, who sold $17.1M on Sep 11.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.