Blue Owl Capital

OWL

Market cap $6.95B

Blue Owl Capital Inc. (OWL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

OWL is leaning into digital infrastructure and wealth-channel funds to diversify fees beyond direct lending, while watching retail redemptions.

OWL leans on Permanent Capital and $29.9B undeployed AUM that could turn into $349M in annualized management fees.

Blue Owl is priced for a "prove it" stretch, with a Neutral stance as liquidity, deployment timing, and expenses keep sentiment choppy.

10%-plus yielding stocks are very popular. But most such stocks tend to destroy long-term wealth. A balanced 6–8% yield strategy usually wins.

SAN FRANCISCO, May 27, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of:

April net investment activity reached a multi-year low as rising stock valuations and BDC sector weakness prompted a cautious approach and selective BDC purchases. Focused April allocations on Ares Capital, Blue Owl Capital, and Hercules Capital, yielding a 7.5% average on new investments despite sector headwinds. Dividend income set a modest April record at $990, up 3% year-over-year, with BDCs contributing 27% of Q2 year-to-date dividends but facing potential further cuts.

Blue Owl Capital Inc. is trading near 52-week lows, yet recent quarterly results show robust fee-related and distributable earnings growth. OWL's fee structure, driven by AUM-based management fees, insulates it from BDC-specific credit headwinds and dividend cuts impacting OBDC shareholders. The SpaceX stake provides a significant performance income hedge, with realized and potential mark-ups offering incremental distributable earnings upside.

SAN FRANCISCO, May 21, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of:

SAN DIEGO--(BUSINESS WIRE)---- $OWL #BlueOwl--Haeggquist & Eck, LLP Announces Investigation of Blue Owl Capital Inc.'s Directors and Officers for Breach of Fiduciary Duties.