Investment
Features
FeesSafety
Academy
More
Pluang+

Compare Carlyle Group Inc (CG) vs State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF (FLRN) Price & Performance

Carlyle Group IncTrade
State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETFTrade

Price performance (Past 24H)

Key statistics

Carlyle Group Inc vs State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF — how do they compare? Carlyle Group Inc trades at $47.12 (market cap $16.37B), while State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF trades at $30.79. The key difference: Carlyle Group Inc pays a 3.08% dividend while State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF pays none, and State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF is trading nearer its 52-week high, Carlyle Group Inc nearer its low. Which is the better fit depends on your goals.

CGFLRN
Market Cap
$16.37B
Sector
FinancialsSector/Thematic
52-Week High
$69.35$30.86
52-Week Low
$40.52$30.65
Dividend Yield
3.08%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Carlyle Group Inc

CG trades at $44.14, down 1.27% on the day, with a neutral technical signal and bearish moving averages. The company reported revenue of $3.21B and net income of $808.70M for 2025, with a P/E ratio of 30.24. Recent developments include the acquisition of a majority stake in MAI Capital Management and the upcoming Q2 2026 earnings release on August 5, 2026.

The outlook is mixed, with analyst consensus leaning bullish (53.84% Buy) and a price target of $58.57 implying significant upside. However, risks include volatile cash flows from operations, recent earnings misses, and a high valuation. The stock's performance hinges on successful execution of growth initiatives and improved earnings consistency.

State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF

FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) trades at $30.80 with no recent price movement. The technical outlook is bearish with moving averages signaling caution, though RSI levels suggest potential oversold conditions. Recent institutional buying by Farther Finance Advisors and BCS Wealth Management indicates professional interest. The fund focuses on floating-rate investment grade bonds, positioning it as a potential hedge in the current rising rate environment.

FLRN offers exposure to floating-rate debt securities that may outperform in a rising rate environment. The fund's structure provides inflation protection benefits, but faces headwinds from potential credit quality deterioration and market volatility. Current dividend payments of $0.11 per share provide income support, though the bearish technical signals warrant careful monitoring of market conditions.

Returns comparison

Trailing returns across standard periods

About Carlyle Group Inc

The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.

Read more on CG

About State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF

FLRN invests in U.S. dollar-denominated investment-grade floating rate notes with maturities under five years. It provides exposure to corporate and supranational debt whose interest payments adjust with market rates, helping to mitigate interest rate risk.

Read more on FLRN