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

2025-12-10David M RubensteinDisposed 625000 @ 56.55View
2025-08-12Jeffrey W FergusonDisposed 202606 @ 64.23View
2025-08-11Jeffrey W FergusonDisposed 97394 @ 62.37View
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.
 
Yuan Drop
 
Covid
 
Interest Hikes

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.
2025-02-09Senator Dave McCormickAcquired $250K to $500KVerify

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
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Some institutional investors establish a significant position in stocks such as Carlyle in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Carlyle, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

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 ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.90.6703
Significantly Up
Pretty Stable

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.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal 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 DAnielloCoFounder EmeritusProfile
William ConwayCo-Founder, Co-CEO, Managing Director, Chief Investment Officer, Director of Carlyle Group Management LLC, Member of Management Committee and Member of Executive CommitteeProfile
Harvey SchwartzCEO DirectorProfile
David JDCoFounder CoChairmanProfile
Mark JenkinsCoPresident InsuranceProfile
Jeffrey NedelmanCoPresidentProfile
John RedettCoPresident EquityProfile
CPA HanceOperating DirectorProfile
Peter ClareCo-Chief Investment Officer, Co-Head of the U.S. Buyout Group and Director of Carlyle Group Management L.L.C.Profile
Amit JainManaging AdvisorsProfile
Deborah PolitesChief OfficerProfile
Bruce LarsonSenior AdvisorProfile
Christopher FinnSenior AdvisorProfile
Lucia SoaresChief TransformationProfile
Justin CFAChief OfficerProfile
Charles AndrewsChief OfficerProfile
JD CFAChief OfficerProfile
Lcia SoaresChief TransformationProfile
Pooja GoyalChief PartnerProfile
Susan BassPrincipal EquityProfile
Lindsay LobueChief OfficerProfile
Catherine ZiobroChief OfficerProfile
Saurabh BhatlaHead TechnologyProfile
Jeffrey FergusonPartner, MDProfile
SeokDon ChuMD ManagerProfile
Sanket PatelPrincipal CFOProfile
MBA CFAChief SolutionsProfile
Joshua PangMD InfrastructureProfile
Jason CFAHead StrategyProfile
Curtis CPAChief OfficerProfile
Kapil CFAManaging PartnerProfile
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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 ReportedProjected 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 Employee2M
Revenue Per Executive158M
Net Income Per Employee433K
Net Income Per Executive34.9M

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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