Blue Owl Capital
About: Blue Owl Capital Inc is an alternative asset management firm. The company deploys private capital across Credit, GP Strategic Capital, and Real Estate platforms on behalf of institutional and private wealth clients. The company conducts its operations through Blue Owl Capital Holdings LP (Blue Owl Holdings) and Blue Owl Capital Carry LP (Blue Owl Carry). Its investor base includes a diversified mix of institutional investors, including public and private pension funds, endowments, foundations, family offices, private banks, high-net-worth individuals, asset managers, and insurance companies. The company generates substantially all of its revenues in the United States.
Employees: 1,100
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
365% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 23
51% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 116
28% more capital invested
Capital invested by funds: $10.4B [Q3] → $13.4B (+$2.97B) [Q4]
22% more funds holding
Funds holding: 364 [Q3] → 444 (+80) [Q4]
11% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 20 (+2) [Q4]
5.44% more ownership
Funds ownership: 95.76% [Q3] → 101.19% (+5.44%) [Q4]
40% less call options, than puts
Call options by funds: $43.2M | Put options by funds: $72M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19
15%
upside
Avg. target
$24
44%
upside
High target
$32
94%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Wells Fargo Michael Brown 37% 1-year accuracy 28 / 75 met price target | 15%upside $19 | Equal-Weight Maintained | 8 Apr 2025 |
Citigroup Christopher Allen 55% 1-year accuracy 11 / 20 met price target | 39%upside $23 | Buy Maintained | 8 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 70%upside $28 | Market Outperform Maintained | 8 Apr 2025 |
Piper Sandler Crispin Love 33% 1-year accuracy 11 / 33 met price target | 27%upside $21 | Overweight Maintained | 8 Apr 2025 |
Barclays Benjamin Budish 61% 1-year accuracy 81 / 132 met price target | 21%upside $20 | Overweight Maintained | 7 Apr 2025 |
Financial journalist opinion
Based on 8 articles about OWL published over the past 30 days
Positive
Seeking Alpha
4 days ago
Blue Owl Capital: The Drawdown Is An Opportunity
Blue Owl Capital benefits from a fee structure focused on management fees, providing more predictable revenue and less volatility during challenging times. Blue Owl's rapid AUM and FRE growth, driven by acquisitions and organic capital raises, positions it as one of the fastest-growing alternative asset managers. Despite a -35% stock drawdown, Blue Owl's valuation at 20x price-to-FRE offers a compelling buying opportunity.
Positive
Zacks Investment Research
1 week ago
Blue Owl Capital (OWL) Surges 14.3%: Is This an Indication of Further Gains?
Blue Owl Capital (OWL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Neutral
Seeking Alpha
2 weeks ago
The Market Is Crashing, But We Are Rejoicing
Why I'm celebrating this market crash—and loading up on these high-yield assets. Tariffs, recession fears, and falling interest rates: here's where smart money is going now. These overlooked stocks could soar—even if some tariffs remain in place.
Neutral
PRNewsWire
2 weeks ago
Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its First Quarter Ended March 31, 2025 Financial Results
NEW YORK , April 3, 2025 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for the first quarter ended March 31, 2025 on Wednesday, May 7, 2025 after market close. OBDC invites all interested persons to its webcast / conference call on Thursday, May 8, 2025 at 10:00 a.m.
Neutral
PRNewsWire
2 weeks ago
Skylight Fuels Family-First Innovation with $50 Million of Financing From SG Credit Partners and Wingspire Capital
This loan facility will support Skylight's sustainable momentum while providing increased ability to weather economic cycles. LOS ANGELES , April 3, 2025 /PRNewswire/ -- Skylight , the company building the operating system for families, has secured a $50 million loan through an expanded partnership with SG Credit Partners and new partner Wingspire Capital.
Neutral
PRNewsWire
2 weeks ago
Blue Owl Capital Inc. to Announce First Quarter 2025 Results
NEW YORK , April 3, 2025 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced it will release its financial results for the first quarter ended March 31, 2025 on Thursday, May 1, 2025 before market open. Blue Owl invites all interested persons to its webcast / conference call at 10 a.m.
Neutral
PRNewsWire
4 weeks ago
Blue Owl Technology Finance Corp. Completes Merger with Blue Owl Technology Finance Corp. II
Creates the largest software-focused BDC by total assets NEW YORK , March 24, 2025 /PRNewswire/ -- Blue Owl Technology Finance Corp. ("OTF") today announced the closing of its merger with Blue Owl Technology Finance Corp. II ("OTF II"), with OTF as the surviving company. This merger establishes OTF as the largest software-focused BDC by total assets with over $12 billion of total assets at fair value and investments in 180 portfolio companies, on a pro forma combined basis as of December 31, 2024.
Neutral
PRNewsWire
4 weeks ago
Blue Owl Capital Hires Robert Campkin as Part of European Net Lease Strategy
Robert brings nearly 30 years of commercial real estate experience along with deep corporate relationships across EMEA, Asia and North America. NEW YORK , March 24, 2025 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, announced today the hiring of Robert Campkin as part of the Company's European Net Lease Strategy.
Neutral
PRNewsWire
1 month ago
Blue Owl Technology Finance Corp. and Blue Owl Technology Finance Corp. II Announce Shareholder Approvals of Merger
NEW YORK , March 20, 2025 /PRNewswire/ -- Blue Owl Technology Finance Corp. ("OTF") and Blue Owl Technology Finance Corp. II ("OTF II") today announced that each company obtained shareholder approval of all proposals related to the previously announced merger between the two companies, with OTF as the surviving company. At their respective shareholder meetings held today, shareholders voted overwhelmingly in favor of the proposed transaction, with nearly 100% of votes cast at OTF and OTF II, respectively, voting in favor of the proposals related to the merger.
Positive
Zacks Investment Research
1 month ago
Blue Owl Capital (OWL) Moves 6.0% Higher: Will This Strength Last?
Blue Owl Capital (OWL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
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