BMO Capital has initiated coverage on Carlyle Group Inc (CG) with an Outperform rating as of October 2, 2025. This marks the firm's first assessment of the company's investment potential, reflecting their analysis of Carlyle's business model, industry dynamics, and growth prospects.
The Carlyle Group, headquartered in Washington, D.C., is a global investment firm with a diverse portfolio that includes segments in Global Private Equity, Global Credit, and Carlyle AlpInvest. Currently employing 2,300 full-time staff, the firm has a market capitalization of $18.6 billion and a trailing P/E ratio of 28.11. Carlyle's earnings per share (EPS) stands at $1.80, with a notable dividend yield of 269.4%.
Upcoming earnings reports are scheduled for August 4, 2026, where analysts expect an EPS of $1.15 and revenue of $1.2 billion. This follows a mixed performance in recent quarters, including a Q3 2025 EPS of $0.96, which fell short of estimates by 7.6%.
Analyst ratings serve as professional opinions based on extensive research and financial models. While they provide valuable insights, these assessments are based on assumptions that may change as new information becomes available. Investors are encouraged to consider a range of factors, including company fundamentals and market trends, when making decisions.
As of November 1, 2025, the analyst consensus for Carlyle Group Inc is a Buy, with a breakdown of 5 Strong Buy, 12 Buy, 9 Hold, and 1 Sell ratings among 27 analysts surveyed. The recent initiation by BMO Capital underscores the firm's confidence in Carlyle's growth trajectory within the financial services sector.