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 7,428 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
88% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 113
29% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 63
20% more call options, than puts
Call options by funds: $114M | Put options by funds: $94.8M
3.5% more ownership
Funds ownership: 94.04% [Q1] → 97.54% (+3.5%) [Q2]
2% more funds holding
Funds holding: 449 [Q1] → 460 (+11) [Q2]
0% less capital invested
Capital invested by funds: $11.8B [Q1] → $11.7B (-$33.2M) [Q2]
12% less funds holding in top 10
Funds holding in top 10: 17 [Q1] → 15 (-2) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
13%
upside
Avg. target
$23
26%
upside
High target
$26
40%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Oppenheimer Chris Kotowski | 40%upside $26 | Outperform Maintained | 14 Jul 2025 |
Barclays Benjamin Budish | 24%upside $23 | Overweight Maintained | 10 Jul 2025 |
Evercore ISI Group Glenn Schorr | 13%upside $21 | Outperform Maintained | 10 Jul 2025 |
Piper Sandler Crispin Love | 26%upside $24 | Overweight Maintained | 2 Jul 2025 |
Financial journalist opinion
Based on 16 articles about OWL published over the past 30 days
Neutral
PRNewsWire
21 hours ago
Blue Owl to Present at Barclays 23rd Annual Global Financial Services Conference
NEW YORK , Aug. 25, 2025 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced that Doug Ostrover, co-CEO, will present at Barclays 23rd Annual Global Financial Services Conference on Monday, September 8, 2025 at 2pm ET. A live webcast of the presentation will be available on the Shareholders section of Blue Owl's website at www.ir.blueowl.com.
Neutral
PRNewsWire
22 hours ago
Blue Owl and Chirisa Technology Parks Close $4 Billion Joint Venture Partnership Including Machine Investment Group for Lancaster Campus
Blue Owl Extends Development Partnership with Chirisa Technology Parks to $20 Billion to Support Over 1GW of Developments LANCASTER, Pa. , Aug. 25, 2025 /PRNewswire/ -- Funds managed by Blue Owl Capital ("Blue Owl"), and affiliates of Chirisa Technology Parks ("CTP") and Machine Investment Group ("MIG") today closed on a joint venture partnership to include $4 billion of funding for the previously announced CoreWeave developments in Lancaster, Pennsylvania.
Neutral
Seeking Alpha
2 days ago
Dividend Investing: 2 Names To Sell, 2 To Buy Today
Popularity and investing do not mix well. Not all dividend stocks are worth buying. I highlight 2 popular dividend stocks to sell and 2 better alternatives.
Positive
Seeking Alpha
1 week ago
Blue Owl Capital: Strong Fundraising, Strategic Acquisitions, And Solid Financials Support A Bullish Outlook
Blue Owl Capital achieves AUM growth through fully integrated acquisitions while building diversified revenue streams. The company accomplished fee growth for 17 consecutive quarters while raising $12B in quarterly capital. The portfolio maintains excellent quality through minimal losses while the dividend payment increases to 4.4%.
Positive
Seeking Alpha
1 week ago
Blue Owl Capital: 108% Coverage, Strong NII Growth, NAV Discount
Blue Owl Capital remains a strong buy for income investors, offering a strong dividend yield, solid coverage, and a discount to net asset value. The company's balance sheet quality improved in Q2, with non-accrual percentages falling by 50% year-over-year and continued double-digit growth in net investment income. OBDC's portfolio is highly diversified and focused on senior secured loans, supporting stability and recurring dividend income.
Positive
Seeking Alpha
1 week ago
Hunting For Cheap Dividends, Yields 10.4%: Blue Owl Capital
I love to buy wonderful companies on sale. Today, this is one. Collect high yields from an expertly run BDC. Your retirement needs a simple income; this provides it.
Positive
Seeking Alpha
2 weeks ago
Blue Owl Capital Corporation Trades At A -6.25% Discount To NAV, While Producing A Double Digit Dividend Yield
Blue Owl Capital Corporation delivered strong Q2 earnings, with net investment income covering dividends and shares trading at a 6.25% discount to NAV, yielding 12.22%. The company's scale, portfolio quality, and merger-driven operational synergies position it for capital appreciation and continued high dividend payouts as rates decline. OBDC's risk-adjusted returns, diversified portfolio, and focus on senior secured debt provide downside protection and attractive income in a volatile environment.
Positive
Seeking Alpha
2 weeks ago
Blue Owl Capital: Shareholder Dilution Makes It A Hold
Blue Owl Capital's fundamentals are strong, with robust revenue growth, fee-related earnings, and soaring assets under management driven by successful fundraising and acquisitions. Shareholder dilution from increased Class A shares, partly due to acquisitions, has muted per-share earnings growth and is a key concern for investors. The stock trades at a significant premium to the financial sector, and while fundamentals justify some of this, dilution makes the valuation only fair at best.
Positive
Bloomberg Markets and Finance
2 weeks ago
Meta Expands Aggressively on Data Centers
Meta Platforms Inc. has selected Pacific Investment Management Co. and Blue Owl Capital Inc. to lead a $29 billion financing for its data center expansion in rural Louisiana. Mandeep Singh of Bloomberg Intelligence has more.
Positive
Reuters
2 weeks ago
Meta selects PIMCO, Blue Owl for $29 billion data center financing, Bloomberg News reports
Meta has selected investment management firm PIMCO and alternative asset manager Blue Owl Capital for a $29 billion financing deal related to its data center projects in rural Louisiana, Bloomberg News reported on Thursday.
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