Carlyle Company Top Insiders
| CG Stock | USD 54.49 0.39 0.72% |
Carlyle's insiders are aggressively selling. The analysis of insiders' sentiment of trading Carlyle Group stock suggests that almost all insiders are panicking at this time. Carlyle employs about 2.5 K people. The company is managed by 31 executives with a total tenure of roughly 24 years, averaging almost 0.0 years of service per executive, having 80.65 employees per reported executive.
| William Conway CEO Co-Founder, Co-CEO, Managing Director, Chief Investment Officer, Director of Carlyle Group Management LLC, Member of Management Committee and Member of Executive Committee |
Insider Sentiment 0
Mostly Selling
Selling | Buying |
Latest Trades
| 2025-12-10 | David M Rubenstein | Disposed 625000 @ 56.55 | View | ||
| 2025-08-12 | Jeffrey W Ferguson | Disposed 202606 @ 64.23 | View | ||
| 2025-08-11 | Jeffrey W Ferguson | Disposed 97394 @ 62.37 | View |
Monitoring Carlyle's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carlyle Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census. Carlyle's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Carlyle's future performance. Based on our forecasts, it is anticipated that Carlyle will maintain a workforce of roughly 2500 employees by March 2026.Carlyle's latest congressional trading
Congressional trading in companies like Carlyle Group, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Carlyle by those in governmental positions are based on the same information available to the general public.
| 2025-02-09 | Senator Dave McCormick | Acquired $250K to $500K | Verify |
Carlyle Management Team Effectiveness
The company has Return on Asset (ROA) of 0.0362 % which means that for every $100 of assets, it generated a profit of $0.0362. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.141 %, which means that it produced $0.141 on every 100 dollars invested by current stockholders. Carlyle's management efficiency ratios could be used to measure how well Carlyle manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Carlyle's Return On Assets are most likely to slightly decrease in the upcoming years. At this time, Carlyle's Return On Tangible Assets are most likely to slightly decrease in the upcoming years. The Carlyle's current Debt To Assets is estimated to increase to 0.54, while Non Currrent Assets Other are forecasted to increase to (1 B).The Carlyle's current Net Income Applicable To Common Shares is estimated to increase to about 1.5 B, while Common Stock Shares Outstanding is projected to decrease to roughly 346.6 M. Carlyle holds a total of 357.4 Million outstanding shares. Over half of Carlyle's outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to as corporate investors that acquire positions in a given instrument to benefit from reduced trade commissions. On February 9, 2025, Senator Dave McCormick of US Senate acquired $250k to $500k worth of Carlyle Group's common stock.
Shares in Circulation | First Issued 2010-09-30 | Previous Quarter 376.5 M | Current Value 373.9 M | Avarage Shares Outstanding 323.4 M | Quarterly Volatility 51.3 M |
Carlyle Workforce Comparison
Carlyle Group is rated below average in number of employees category among its peers. The total workforce of Financials industry is currently estimated at about 50,453. Carlyle holds roughly 2,500 in number of employees claiming about 5% of equities under Financials industry.
Carlyle Profit Margins
The company has Net Profit Margin (PM) of 0.2 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.31 %, which signifies that for every $100 of sales, it has a net operating income of $0.31.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.9 | 0.6703 |
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Carlyle Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carlyle insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carlyle's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Carlyle insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2026-03-01 | 0.9333 | 14 | 15 | 903,137 | 954,008 |
| 2025-12-01 | 1.4 | 7 | 5 | 768,637 | 1,573,602 |
| 2025-09-01 | 0.5556 | 5 | 9 | 27,293 | 3,448,508 |
| 2025-03-01 | 1.5 | 15 | 10 | 795,641 | 1,093,522 |
| 2024-12-01 | 1.0 | 5 | 5 | 40,319 | 2,811,337 |
| 2024-09-01 | 1.25 | 5 | 4 | 54,605 | 65,659 |
| 2024-06-01 | 14.0 | 14 | 1 | 97,076 | 550,704 |
| 2024-03-01 | 3.75 | 15 | 4 | 2,931,076 | 64,588 |
| 2023-12-01 | 0.5 | 1 | 2 | 70,896 | 295,358 |
| 2023-09-01 | 1.0 | 5 | 5 | 6,169,532 | 84,916 |
| 2023-03-01 | 1.625 | 13 | 8 | 7,781,370 | 110,552 |
| 2022-09-01 | 0.2 | 1 | 5 | 14,404 | 95,455 |
| 2022-06-01 | 10.0 | 10 | 1 | 64,845 | 2,000,000 |
| 2022-03-01 | 1.4 | 14 | 10 | 1,971,422 | 715,203 |
| 2021-12-01 | 0.1429 | 1 | 7 | 2,668 | 6,100,951 |
| 2021-09-01 | 0.2703 | 20 | 74 | 3,367,426 | 20,880,541 |
| 2021-06-01 | 0.5862 | 17 | 29 | 2,218,763 | 6,384,375 |
| 2021-03-01 | 1.0 | 13 | 13 | 5,159,108 | 13,513,655 |
| 2020-12-01 | 0.3333 | 3 | 9 | 6,124,115 | 26,278,293 |
| 2020-09-01 | 0.125 | 2 | 16 | 7,291,600 | 28,570,904 |
| 2020-06-01 | 1.2857 | 9 | 7 | 4,677,041 | 21,785,000 |
| 2020-03-01 | 0.96 | 24 | 25 | 176,912,996 | 150,028,248 |
| 2019-12-01 | 2.0 | 2 | 1 | 11,616 | 39,657 |
| 2019-09-01 | 0.1429 | 1 | 7 | 800,000 | 1,804,829 |
| 2019-06-01 | 7.0 | 7 | 1 | 62,493 | 10,000 |
| 2019-03-01 | 1.6667 | 5 | 3 | 1,180,269 | 225,893 |
| 2018-09-01 | 0.2 | 1 | 5 | 2,250,000 | 4,579,197 |
| 2018-06-01 | 7.0 | 7 | 1 | 40,813 | 9,396 |
| 2018-03-01 | 5.0 | 15 | 3 | 3,526,640 | 4,337,398 |
| 2017-06-01 | 3.5 | 7 | 2 | 40,274 | 21,173,000 |
| 2016-06-01 | 1.0 | 7 | 7 | 3,035,844 | 40,992,206 |
| 2016-03-01 | 7.0 | 7 | 1 | 139,325 | 2,470 |
| 2015-12-01 | 0.5 | 3 | 6 | 4,027,669 | 48,368,096 |
| 2015-09-01 | 0.2 | 1 | 5 | 100,000 | 34,508,443 |
| 2015-06-01 | 0.6923 | 9 | 13 | 14,071,176 | 105,894,315 |
| 2015-03-01 | 3.0 | 12 | 4 | 307,705 | 4,154,741 |
| 2014-12-01 | 0.3333 | 1 | 3 | 842,063 | 76,938,050 |
| 2014-09-01 | 0.1875 | 3 | 16 | 1,927,808 | 15,126,625 |
| 2014-06-01 | 0.5 | 6 | 12 | 18,408 | 52,823,987 |
| 2014-03-01 | 1.4444 | 13 | 9 | 4,003,353 | 44,779,690 |
| 2013-06-01 | 2.0 | 6 | 3 | 157,855 | 32,938,305 |
| 2013-03-01 | 0.2857 | 2 | 7 | 6,003,041 | 24,001,838 |
| 2012-09-01 | 0.25 | 1 | 4 | 16,007,143 | 19,242,614 |
| 2012-06-01 | 0.0714 | 1 | 14 | 18,520,747 | 148,869,025 |
Carlyle Notable Stakeholders
A Carlyle stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Carlyle often face trade-offs trying to please all of them. Carlyle's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Carlyle's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Daniel DAniello | CoFounder Emeritus | Profile | |
| William Conway | Co-Founder, Co-CEO, Managing Director, Chief Investment Officer, Director of Carlyle Group Management LLC, Member of Management Committee and Member of Executive Committee | Profile | |
| Harvey Schwartz | CEO Director | Profile | |
| David JD | CoFounder CoChairman | Profile | |
| Mark Jenkins | CoPresident Insurance | Profile | |
| Jeffrey Nedelman | CoPresident | Profile | |
| John Redett | CoPresident Equity | Profile | |
| CPA Hance | Operating Director | Profile | |
| Peter Clare | Co-Chief Investment Officer, Co-Head of the U.S. Buyout Group and Director of Carlyle Group Management L.L.C. | Profile | |
| Amit Jain | Managing Advisors | Profile | |
| Deborah Polites | Chief Officer | Profile | |
| Bruce Larson | Senior Advisor | Profile | |
| Christopher Finn | Senior Advisor | Profile | |
| Lucia Soares | Chief Transformation | Profile | |
| Justin CFA | Chief Officer | Profile | |
| Charles Andrews | Chief Officer | Profile | |
| JD CFA | Chief Officer | Profile | |
| Lcia Soares | Chief Transformation | Profile | |
| Pooja Goyal | Chief Partner | Profile | |
| Susan Bass | Principal Equity | Profile | |
| Lindsay Lobue | Chief Officer | Profile | |
| Catherine Ziobro | Chief Officer | Profile | |
| Saurabh Bhatla | Head Technology | Profile | |
| Jeffrey Ferguson | Partner, MD | Profile | |
| SeokDon Chu | MD Manager | Profile | |
| Sanket Patel | Principal CFO | Profile | |
| MBA CFA | Chief Solutions | Profile | |
| Joshua Pang | MD Infrastructure | Profile | |
| Jason CFA | Head Strategy | Profile | |
| Curtis CPA | Chief Officer | Profile | |
| Kapil CFA | Managing Partner | Profile |
About Carlyle Management Performance
The success or failure of an entity such as Carlyle Group often depends on how effective the management is. Carlyle management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Carlyle management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Carlyle management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.05 | |
| Return On Capital Employed | 0.06 | 0.11 | |
| Return On Assets | 0.03 | 0.05 | |
| Return On Equity | 0.11 | 0.11 |
Carlyle Workforce Analysis
Traditionally, organizations such as Carlyle use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Carlyle within its industry.Carlyle Manpower Efficiency
Return on Carlyle Manpower
| Revenue Per Employee | 2M | |
| Revenue Per Executive | 158M | |
| Net Income Per Employee | 433K | |
| Net Income Per Executive | 34.9M |
Complementary Tools for Carlyle Stock analysis
When running Carlyle's price analysis, check to measure Carlyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle is operating at the current time. Most of Carlyle's value examination focuses on studying past and present price action to predict the probability of Carlyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle's price. Additionally, you may evaluate how the addition of Carlyle to your portfolios can decrease your overall portfolio volatility.
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