Carlyle Ownership
| CG Stock | USD 53.65 0.86 1.63% |
Shares in Circulation | First Issued 2012-06-30 | Previous Quarter 367 M | Current Value 365 M | Avarage Shares Outstanding 234.2 M | Quarterly Volatility 132.2 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Carlyle |
Carlyle Stock Ownership Analysis
About 28.0% of the company shares are held by company insiders. The book value of Carlyle was currently reported as 15.51. The company has Price/Earnings To Growth (PEG) ratio of 1.5. Carlyle Group last dividend was issued on the 18th of November 2024. The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents . Carlyle operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 1850 people. For more info on Carlyle Group please contact William Conway at (202) 729-5626 or go to https://www.carlyle.com.Besides selling stocks to institutional investors, Carlyle also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Carlyle's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Carlyle's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Carlyle Quarterly Liabilities And Stockholders Equity |
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Carlyle Insider Trades History
About 28.0% of Carlyle Group are currently held by insiders. Unlike Carlyle's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Carlyle's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Carlyle's insider trades
Carlyle Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Carlyle is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carlyle Group backward and forwards among themselves. Carlyle's institutional investor refers to the entity that pools money to purchase Carlyle's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fmr Inc | 2024-09-30 | 4.1 M | Legal & General Group Plc | 2024-06-30 | 4 M | Geode Capital Management, Llc | 2024-09-30 | 3.9 M | Ameriprise Financial Inc | 2024-06-30 | 2.8 M | Bank Of New York Mellon Corp | 2024-06-30 | 2.7 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 2.3 M | Massachusetts Financial Services Company | 2024-09-30 | 2.1 M | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 2.1 M | Centaur Performance Group, Llc | 2024-09-30 | 2 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 25.7 M | Vanguard Group Inc | 2024-09-30 | 23 M |
Carlyle Group Insider Trading Activities
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 are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Redett John C over a year ago Carlyle exotic insider transaction detected | ||
Schwartz Harvey M over a year ago Acquisition by Schwartz Harvey M of 80717 shares of Carlyle subject to Rule 16b-3 |
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.
| 2019-05-15 | Representative Dwight Evans | Acquired Under $15K | Verify |
Carlyle Outstanding Bonds
Carlyle issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Carlyle Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Carlyle bonds can be classified according to their maturity, which is the date when Carlyle Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Carlyle Corporate Filings
F4 | 21st of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 15th of November 2024 An amendment to the original Schedule 13D filing | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 8th of November 2024 Other Reports | ViewVerify |
Currently Active Assets on Macroaxis
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carlyle. If investors know Carlyle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlyle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 6.409 | Dividend Share 1.4 | Earnings Share 0.3 | Revenue Per Share 12.899 | Quarterly Revenue Growth 3.192 |
The market value of Carlyle Group is measured differently than its book value, which is the value of Carlyle that is recorded on the company's balance sheet. Investors also form their own opinion of Carlyle's value that differs from its market value or its book value, called intrinsic value, which is Carlyle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlyle's market value can be influenced by many factors that don't directly affect Carlyle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.