The stock of Carlyle Group Inc (NASDAQ: CG) has decreased by -6.65 when compared to last closing price of 48.27. Despite this, the company has experienced a -7.83% fall in its stock price over the last five trading sessions. seekingalpha.com reported 2025-03-04 that Carlyle Secured Lending’s high yield, solid fundamentals, and small premium to net asset value make it a worthy investment for income-oriented investors. Despite missing Q3 earnings estimates, Carlyle Secured Lending remains attractive due to its high-yield and robust balance sheet. The BDC sector stands to benefit if interest rates are cut or if inflation surges, making high-yield investments appealing.
Is It Worth Investing in Carlyle Group Inc (NASDAQ: CG) Right Now?
Carlyle Group Inc (NASDAQ: CG) has a higher price-to-earnings ratio of 16.19x compared to its average ratio, The 36-month beta value for CG is at 1.70. Analysts have varying views on the stock, with 4 analysts rating it as a “buy,” 3 rating it as “overweight,” 10 as “hold,” and 0 as “sell.”
The public float for CG is 255.48M, and currently, shorts hold a 4.27% of that float. The average trading volume for CG on March 05, 2025 was 2.16M shares.
CG’s Market Performance
The stock of Carlyle Group Inc (CG) has seen a -7.83% decrease in the past week, with a -19.76% drop in the past month, and a -14.50% fall in the past quarter. The volatility ratio for the week is 4.65%, and the volatility levels for the past 30 days are at 3.80% for CG. The simple moving average for the past 20 days is -10.87% for CG’s stock, with a -3.81% simple moving average for the past 200 days.
Analysts’ Opinion of CG
Many brokerage firms have already submitted their reports for CG stocks, with Wolfe Research repeating the rating for CG by listing it as a “Outperform.” The predicted price for CG in the upcoming period, according to Wolfe Research is $60 based on the research report published on January 03, 2025 of the current year 2025.
Wells Fargo, on the other hand, stated in their research note that they expect to see CG reach a price target of $42. The rating they have provided for CG stocks is “Equal Weight” according to the report published on September 12th, 2024.
Redburn Atlantic gave a rating of “Buy” to CG, setting the target price at $55 in the report published on August 27th of the previous year.
CG Trading at -13.42% from the 50-Day Moving Average
After a stumble in the market that brought CG to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -21.63% of loss for the given period.
Volatility was left at 3.80%, however, over the last 30 days, the volatility rate increased by 4.65%, as shares sank -16.83% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -12.98% lower at present.
During the last 5 trading sessions, CG fell by -7.83%, which changed the moving average for the period of 200-days by +6.52% in comparison to the 20-day moving average, which settled at $50.56. In addition, Carlyle Group Inc saw -10.75% in overturn over a single year, with a tendency to cut further losses.
Insider Trading
Reports are indicating that there were more than several insider trading activities at CG starting from Ferguson Jeffrey W., who sale 147,658 shares at the price of $52.96 back on Feb 19 ’25. After this action, Ferguson Jeffrey W. now owns 1,095,123 shares of Carlyle Group Inc, valued at $7,819,968 using the latest closing price.
Ferguson Jeffrey W., the General Counsel of Carlyle Group Inc, sale 102,342 shares at $53.20 during a trade that took place back on Feb 18 ’25, which means that Ferguson Jeffrey W. is holding 1,242,781 shares at $5,444,594 based on the most recent closing price.
Stock Fundamentals for CG
Current profitability levels for the company are sitting at:
- 0.08 for the present operating margin
- 0.52 for the gross margin
The net margin for Carlyle Group Inc stands at 0.24. The total capital return value is set at 0.02. Equity return is now at value 18.90, with 4.61 for asset returns.
When we switch over and look at the enterprise to sales, we see a ratio of 3.28. The receivables turnover for the company is 4.15for trailing twelve months and the total asset turnover is 0.19.
Conclusion
In conclusion, Carlyle Group Inc (CG) has had a bad performance lately. Opinion on the stock among analysts is bullish, with some giving it a “buy” rating and others a “hold”. It’s important to note that the stock is currently trading at a significant distance from its 50-day moving average and its 52-week high.
