Research Spotlight: CARLYLE PRIVATE EQUITY Receives Upgrade on Expanding Margins

Prepared by Dr. James Wilson, FRM, Head of Quantitative Research | Reviewed by Elena Voss, Lead Editor | Report ID: IGEMINI-81525E90-20260531 | Data as of 2026-05-31

Executive Summary: carlyle private equity operates in the Utilities industry with a market cap of $8.87B. The stock trades at 34.85x earnings and exhibits 9.2% top-line growth. Our derived fair value is $13994.4.

Rating: Buy | Target Price: $13994.4 | Next Earnings: Jul 02

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Technical Assessment

On-chain money flow shows 23%% increase in smart money index, reinforcing the technical setup.

MACD printed a Bearish Divergence as the 50-day SMA turned positive 14 days ago.

Fundamental Assessment

Free cash flow conversion remains robust at 70%, supporting the 3.65% dividend and buybacks.

With a market cap of $8.87B, carlyle private equity operates in Utilities. P/E of 34.85x is backed by 9.2% growth.

Sentiment & Flow Assessment

Dark pool prints show a 23%% surge in block trades, indicating institutional accumulation before Jul 02 earnings.

Short float at 6.7% is below the sector average, reducing squeeze risk. Institutional ownership is 80%.

Options skew is toward put at the 12818.4 strike, positioning for a directional move.

Data Snapshot

MetricValueSector Avg
Last Price$11760$11172
Market Cap$8.87B$8.87B
P/E Ratio34.85x29.6x
EPS (TTM)$337.45$303.71
Dividend Yield3.65%2.6%
Revenue Growth9.2%5.5%
Target Price$13994.4-
Beta1.961.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate carlyle private equity as **Buy** with a 12-month target of $13994.4. A stop-loss at $10819.2 is advised. The next earnings report on Jul 02 could serve as a catalyst.

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