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 7,425 funds
0
Analysts bullish %
of 6 analysts
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
3%
upside
Avg. target
$24
29%
upside
High target
$32
73%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Wells Fargo Michael Brown 39% 1-year accuracy 29 / 75 met price target | 3%upside $19 | Equal-Weight Maintained | 8 Apr 2025 |
Citigroup Christopher Allen 58% 1-year accuracy 11 / 19 met price target | 24%upside $23 | Buy Maintained | 8 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 51%upside $28 | Market Outperform Maintained | 8 Apr 2025 |
Piper Sandler Crispin Love 41% 1-year accuracy 14 / 34 met price target | 13%upside $21 | Overweight Maintained | 8 Apr 2025 |
Barclays Benjamin Budish 64% 1-year accuracy 85 / 133 met price target | 8%upside $20 | Overweight Maintained | 7 Apr 2025 |
Financial journalist opinion
Based on 11 articles about OWL published over the past 30 days
Positive
Seeking Alpha
4 days ago
3 Megatrends Are Creating A Once-In-A-Generation Boom For Infrastructure Stocks
Three major macro factors are causing a lot of turmoil in markets right now. Infrastructure is positioned to benefit from these three major macro factors. I share some specific picks for turning today's market chaos into long-term dividend growth and real wealth.
Neutral
Zacks Investment Research
6 days ago
Blue Owl Capital Inc. (OWL) Earnings Expected to Grow: Should You Buy?
Blue Owl Capital (OWL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Proactive Investors
6 days ago
Supermarket Income's Blue Owl deal is sensible, say analysts
The deal between Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) and Blue Owl Capital is a sensible move with clear merits, analysts said. SUPR formed a 50:50 joint venture with the US investment firm, transferring eight omnichannel supermarket assets valued at £403 million into the structure, generating around £200 million in net cash for the REIT with proceeds to be used to reduce leverage and support future acquisitions.
Positive
Proactive Investors
6 days ago
SUPR strikes £403m supermarket joint venture with US fund Blue Owl in capital recycling push
Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) has struck a major deal with US alternative assets group Blue Owl Capital, transferring eight of its UK grocery store assets into a new joint venture valued at £403 million. The partnership, announced Thursday, is part of SUPR's broader strategy to recycle capital, reduce debt, and boost long-term earnings.
Positive
Seeking Alpha
1 week ago
A Golden Buying Opportunity For Big Dividend Growth Investors
Warren Buffett's “washtub moment” is here — are you ready to cash in? These 4 dividend-growth plays have big yields, impressive growth, and are poised to soar. Recession-resistant, inflation-resistant, and massively discounted—get in before Wall Street catches on.
Positive
Seeking Alpha
1 week 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
2 weeks 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
3 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
3 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
3 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.
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