Basis: Trailing twelve months (TTM). Source: stored company filings and market data; unavailable inputs remain N/A.
The yield on cost (YOC) is 3.56%.
YIELD ON COST (YOC)
3.56%
CG now pays $1.40 per share a year. Measured against the price it actually traded at back then, a long-term holder is earning:
| If you bought | Price then | Yield on cost today |
|---|---|---|
| 10 years ago(2016-10-04) | $15.51 | 9.03% |
| 5 years ago(2021-10-06) | $47.50 | 2.95% |
| 3 years ago(2023-10-03) | $29.55 | 4.74% |
| 1 year ago(2025-10-07) | $61.61 | 2.27% |
| Buying today(at $38.88) | $38.88 | 3.56% |
Projection: starting from today's 3.56% yield, assuming the dividend keeps compounding at 8.8% a year — the recent growth rate of its annual payout. Boards set dividends each year, so actual figures will differ.
Today
3.56%
In 3 years
4.58%
In 5 years
5.42%
In 10 years
8.26%
Try your own purchase price, dividend and growth rate for The Carlyle Group Inc. (CG).
Starting Yield
3.60%
Ending YOC
9.88%
Year 15 Dividend
$3.84
Cum. Dividends Recd.
$37.51
| Year | Projected Div. / Share | YoY Dividend Hike | Yield on Cost (YOC) | Total Dividends Recd. |
|---|---|---|---|---|
| Initial | $1.40 | N/A | 3.60% | $0.00 |
| Year 1 | $1.50 | +6.96% | 3.85% | $1.50 |
| Year 2 | $1.60 | +6.96% | 4.12% | $3.10 |
| Year 3 | $1.71 | +6.96% | 4.41% | $4.81 |
| Year 4 | $1.83 | +6.96% | 4.71% | $6.64 |
| Year 5 | $1.96 | +6.96% | 5.04% | $8.60 |
| Year 6 | $2.10 | +6.96% | 5.39% | $10.70 |
| Year 7 | $2.24 | +6.96% | 5.77% | $12.94 |
| Year 8 | $2.40 | +6.96% | 6.17% | $15.34 |
| Year 9 | $2.57 | +6.96% | 6.60% | $17.91 |
| Year 10 | $2.74 | +6.96% | 7.06% | $20.65 |
| Year 11 | $2.93 | +6.96% | 7.55% | $23.58 |
| Year 12 | $3.14 | +6.96% | 8.07% | $26.72 |
| Year 13 | $3.36 | +6.96% | 8.64% | $30.08 |
| Year 14 | $3.59 | +6.96% | 9.24% | $33.67 |
| Year 15 | $3.84 | +6.96% | 9.88% | $37.51 |
Yield on cost is the dividend yield measured against your original purchase price, not today's price. As a company raises its dividend, the yield on what you actually paid keeps rising even when the market yield holds steady.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
