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 7,312 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
69% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 115
17% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 72
15% more call options, than puts
Call options by funds: $85.7M | Put options by funds: $74.5M
0% more funds holding
Funds holding: 445 [Q4 2024] → 447 (+2) [Q1 2025]
7.19% less ownership
Funds ownership: 101.21% [Q4 2024] → 94.03% (-7.19%) [Q1 2025]
12% less capital invested
Capital invested by funds: $13.4B [Q4 2024] → $11.8B (-$1.62B) [Q1 2025]
15% less funds holding in top 10
Funds holding in top 10: 20 [Q4 2024] → 17 (-3) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
11%
upside
Avg. target
$22
19%
upside
High target
$24
24%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Barclays Benjamin Budish | 22%upside $23 | Overweight Maintained | 10 Jul 2025 |
Evercore ISI Group Glenn Schorr | 11%upside $21 | Outperform Maintained | 10 Jul 2025 |
Piper Sandler Crispin Love | 24%upside $24 | Overweight Maintained | 2 Jul 2025 |
Wells Fargo Michael Brown | 11%upside $21 | Equal-Weight Maintained | 23 May 2025 |
Keefe, Bruyette & Woods Kyle Voigt | 22%upside $23 | Outperform Upgraded | 20 May 2025 |
Financial journalist opinion
Based on 19 articles about OWL published over the past 30 days
Neutral
Seeking Alpha
17 hours ago
What I Wish I Knew Before Becoming A Dividend Investor
I have done very well over the long run. But I had to learn some lessons the hard way. Learning from my mistakes could save you thousands.
Positive
Seeking Alpha
18 hours ago
My Forever 11: The Dividend Stocks I'd Build My Retirement On
I built a simple, high-conviction dividend portfolio designed to support a stress-free retirement, no risky yield traps or complex products required. Using my 5% Rule and pyramid strategy, I focus on quality stocks with strong dividends, durable growth, and inflation-beating income potential. Retirement isn't one-size-fits-all, but peace of mind is universal. My strategy aims to deliver just that through simplicity, flexibility, and discipline.
Positive
Seeking Alpha
19 hours ago
Blue Owl Capital: High Dividend Growth And AI Infrastructure But Wait For A Better Entry
Blue Owl Capital is a fast-growing alternative asset manager with a strong fee model and major moves into digital infrastructure and AI themes. Despite impressive dividend growth and AUM expansion, the stock price already reflects much of the optimism, leaving little margin for error. Valuation is not cheap; execution risks, a high payout ratio, and integration challenges warrant caution, making the stock a hold for now.
Neutral
PRNewsWire
1 day ago
LendingClub and Blue Owl Capital Managed Funds Renew Forward Flow Agreement for Up to $3.4 Billion of Structured Loan Certificate Transactions
SAN FRANCISCO and NEW YORK , July 10, 2025 /PRNewswire/ -- LendingClub Corporation (NYSE: LC), which operates America's leading digital marketplace bank, today announced that funds managed by Blue Owl Capital ("Blue Owl") agreed to purchase equity certificates and subordinated notes in LendingClub Structured Loan Certificate (SLCLC) transactions valued at up to $3.4 billion over two years. In the three months following the agreement, Blue Owl's managed funds are anticipated to close on transactions valued up to $600 million in aggregate, with additional purchases expected to execute quarterly thereafter.
Neutral
Seeking Alpha
3 days ago
Blue Owl Capital: Weaker Earnings Expected (Rating Downgrade)
Downgrading Blue Owl Capital to hold due to declining NAV, weaker new investment activity, and limited growth potential in a high-rate, competitive environment. Dividend yield remains attractive at 11.3%, but coverage margin has shrunk. The current earnings support payouts, but I'd like to see stronger excess coverage. OBDC trades near the high end of its NAV range, making accumulation less appealing. The valuation could move either way depending on upcoming earnings.
Neutral
PRNewsWire
4 days ago
Blue Owl Capital Launches U.S. Diversified Direct Lending Strategy with Australia's Koda Capital
Blue Owl Credit Income Fund AUT (OCIC-A) now available to Australian financial advisors and their clients in partnership with Australia's largest independent wealth management firm. NEW YORK and SYDNEY , July 7, 2025 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, announced the launch of Blue Owl Credit Income Fund AUT ("OCIC-A" or "the fund"), an Australian unit trust, in partnership with Koda Capital.
Neutral
Seeking Alpha
4 days ago
Forget Get Rich Quick: The Real Dividend Strategy That Built My Income Machine
Most people either don't invest, or chase get-rich-quick schemes, which usually leads to disappointment or losses. Setting realistic, achievable financial goals based on savings rate and projected wealth is key to avoiding excessive risk and emotional stress. Speculative strategies like chasing hot stocks, crypto, or high-yield instruments often end in significant capital loss for most investors.
Neutral
Seeking Alpha
4 days ago
Selling A REIT To Invest In A New Opportunity
We just sold what used to be our largest holding. We have identified a new investment opportunity. Blue Owl Capital offers a path to 20%+ annual growth.
Positive
Seeking Alpha
6 days ago
2 Undervalued High-Yield Sectors With Huge Tailwinds (Top Picks)
Diversification is crucial for a stable, growing dividend portfolio, but overweighting high-conviction sectors can boost long-term total returns and income growth. We detail two of our highest-conviction high-yield sectors of the moment. We also share some of our top picks in these sectors.
Positive
Seeking Alpha
1 week ago
My Biggest New Investment For H2 2025: Blue Owl Capital
We have a great track record with asset managers. We picked Patria as our Top Pick in early 2025. Blue Owl Capital Inc. is next. With 20%+ annual growth, a near 5% yield, and some multiple expansion, OWL investors could earn a 3-4x in the next five years.
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