Blue Owl Capital (OWL) Stock Overview
Operates as an alternative asset manager in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 4/6 |
| Dividends | 2/6 |
OWL Community Fair Values
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Analyst Price Targets
Blue Owl Capital Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$9.93 |
| 52 Week High | US$21.08 |
| 52 Week Low | US$7.95 |
| Beta | 1.18 |
| 1 Month Change | 12.08% |
| 3 Month Change | -5.88% |
| 1 Year Change | -47.04% |
| 3 Year Change | -2.65% |
| 5 Year Change | -21.56% |
| Change since IPO | -2.65% |
Recent News & Updates
Narrative Update • May 22
OWL: Future Retail Private Credit Flows Will Reset Sentiment Upside
Analysts now see a modest reset in Blue Owl Capital's outlook, trimming the consolidated price target by a few dollars as they balance concerns over retail private credit flows and negative media coverage with views that recent redemptions and sentiment-driven volatility may have a more limited earnings impact than headlines suggest. Analyst Commentary Recent research on Blue Owl Capital reflects a mixed but active debate, with several firms adjusting price targets and ratings as they reassess retail private credit flows, media scrutiny, and the implications of recent redemption data.Seeking Alpha • May 21
Blue Owl: The Great Private Credit Opportunity
Summary 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. I assign OWL a Buy rating, citing undervaluation, resilient platform economics, 92% permanent capital, 58% FRE margin, and a 9.46% forward dividend yield. Read the full article on Seeking AlphaNarrative Update • May 05
OWL: Future Private Credit Sentiment Reset Will Support Upside
Analyst price targets for Blue Owl Capital have edged lower to about $20.64 from $23.00 as analysts factor in slightly softer revenue growth assumptions, a modestly lower fair value estimate, and recent mixed research commentary on flows and sentiment around private credit products. Analyst Commentary Street research on Blue Owl Capital has turned more mixed, but there is still a clear group of bullish analysts highlighting what they see as supportive fundamentals, misunderstood headlines, and potential for sentiment to recover from recent weakness in private credit flows.Recent updates
Narrative Update • May 22
OWL: Future Retail Private Credit Flows Will Reset Sentiment Upside
Analysts now see a modest reset in Blue Owl Capital's outlook, trimming the consolidated price target by a few dollars as they balance concerns over retail private credit flows and negative media coverage with views that recent redemptions and sentiment-driven volatility may have a more limited earnings impact than headlines suggest. Analyst Commentary Recent research on Blue Owl Capital reflects a mixed but active debate, with several firms adjusting price targets and ratings as they reassess retail private credit flows, media scrutiny, and the implications of recent redemption data.Seeking Alpha • May 21
Blue Owl: The Great Private Credit Opportunity
Summary 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. I assign OWL a Buy rating, citing undervaluation, resilient platform economics, 92% permanent capital, 58% FRE margin, and a 9.46% forward dividend yield. Read the full article on Seeking AlphaNarrative Update • May 05
OWL: Future Private Credit Sentiment Reset Will Support Upside
Analyst price targets for Blue Owl Capital have edged lower to about $20.64 from $23.00 as analysts factor in slightly softer revenue growth assumptions, a modestly lower fair value estimate, and recent mixed research commentary on flows and sentiment around private credit products. Analyst Commentary Street research on Blue Owl Capital has turned more mixed, but there is still a clear group of bullish analysts highlighting what they see as supportive fundamentals, misunderstood headlines, and potential for sentiment to recover from recent weakness in private credit flows.Narrative Update • Apr 20
OWL: Future AI Infrastructure And Retail Credit Resilience Will Support Upside
Analysts have trimmed the Blue Owl Capital fair value estimate to $23 from $26, reflecting reduced revenue growth and profit margin assumptions, along with a higher discount rate, even as some still highlight earnings support and a higher future P/E multiple in recent research. Analyst Commentary Recent research around Blue Owl Capital reflects a mix of caution and support, with several firms adjusting price targets lower while still pointing to earnings resilience and valuation support.
Narrative Update • Apr 06
OWL: Negative Media And Retail Outflows Will Drive Future Sentiment Reversal
Analysts have trimmed the average price target on Blue Owl Capital to $14.93 from $16.40, reflecting more conservative assumptions on revenue growth and profitability, partly offset by a higher future P/E multiple as they factor in weaker retail private credit flows, redemption pressures and recent downgrades, along with ongoing debate about media-driven sentiment. Analyst Commentary Recent research on Blue Owl Capital shows a wide spread of views, with many firms cutting price targets and a few arguing that recent weakness and headlines have gone too far.
Narrative Update • Mar 23
OWL: Retail Credit Redemption Pressures Will Test Earnings Resilience And Sentiment Reset
Analysts have reset expectations on Blue Owl Capital, with the internal fair value estimate moving from $18.00 to $10.00 as they factor in softer revenue growth, lower profit margin assumptions, and a higher future P/E multiple. This reflects recent broad based price target cuts and concerns around retail private credit flows and fund redemption headlines.Narrative Update • Mar 08
OWL: Negative Media And Retail Outflows Will Create Future Upside Dislocation
Our updated narrative price target for Blue Owl Capital moves slightly lower to $16.40. This reflects a broad reset in Street targets that cluster in the low to mid teens, as analysts weigh persistent negative media coverage, softer retail private credit flows, and trimmed BDC earnings expectations against what several still describe as solid credit performance and longer term fundamentals.Narrative Update • Feb 22
OWL: Headline-Driven Dislocation Will Support Future Upside Potential
Analysts have trimmed their average price target for Blue Owl Capital, reflecting a move from about $20.82 to $17.47 as they factor in updated assumptions for growth, margins, discount rates, and future P/E multiples, alongside a recent wave of lowered targets across the Street. Analyst Commentary Street research on Blue Owl Capital has been active, with several firms revising their price targets and explaining how they see the balance of risk and opportunity.Narrative Update • Feb 08
OWL: Future AI Infrastructure And Private Credit Actions Will Support Upside
Analysts have trimmed their average price targets on Blue Owl Capital by about $1.40. This change reflects slightly lower revenue growth assumptions, a modestly reduced P/E multiple, and only a small adjustment to profit margin expectations.Narrative Update • Jan 24
OWL: Future AI Infrastructure Commitments Will Support This Bullish Thesis
Analysts' blended price target for Blue Owl Capital edged higher by about $0.24 per share as they refreshed their models, citing updated assumptions around revenue growth, margins and future P/E multiples following a series of recent target changes across the Street. Analyst Commentary Recent research on Blue Owl Capital shows a mix of higher and lower price targets, but the overall message from the Street is that the story is still attracting attention from both cautious and optimistic voices.Narrative Update • Jan 09
OWL: Future AI Infrastructure Exposure Will Drive This Bullish Thesis
Analysts have trimmed their average price target on Blue Owl Capital by about $0.82 to reflect updated assumptions on fair value, discount rate, growth, and profitability, while still indicating mixed but generally constructive views across recent research. Analyst Commentary Recent research on Blue Owl Capital reflects a mix of caution on near term assumptions and ongoing confidence in the longer term business case, with most firms revising price targets while maintaining constructive ratings.Narrative Update • Dec 26
OWL: AI Infrastructure Commitments Will Support Earnings Resilience Amid Fund Merger Uncertainty
Analysts have raised their blended price target for Blue Owl Capital to $18.00 from $17.31. This reflects slightly higher discount rate assumptions and more tempered revenue growth expectations, partially offset by improved margin and valuation outlooks following a mixed but resilient Q3 earnings backdrop.Narrative Update • Dec 12
OWL: AI Data Center Expansion Will Drive Long Term Upside Potential
The analyst price target for Blue Owl Capital has been trimmed to approximately $20.82 from about $21.40 as analysts factor in a slightly higher discount rate, modestly softer revenue growth assumptions, and mixed but fundamentally resilient takeaways from recent Q3 updates across the Street. Analyst Commentary Analysts are digesting Blue Owl Capital's Q3 results with a mix of optimism on long term growth and caution around near term execution and sentiment.Narrative Update • Nov 28
OWL: Large-Scale Data Center Investment Will Drive Meaningful Upside Ahead
Blue Owl Capital's fair value estimate has edged higher to $21.40 per share. This modest increase reflects analysts’ mixed outlooks on the business following recent price target updates and a review of the company's latest earnings report.Narrative Update • Nov 13
OWL: Future AI Infrastructure Investments Will Drive Long-Term Upside Potential
Blue Owl Capital's analyst fair value target has been revised downward from $23.73 to $21.30. Analysts cite a combination of slower projected revenue growth, a higher discount rate, and mixed signals from recent earnings reports to support the adjustment.Narrative Update • Oct 29
Evergreen Fund Strategies And Digital Infrastructure Will Advance Future Position
Analysts have slightly lowered their fair value estimate for Blue Owl Capital to $23.73 from $23.92, citing updated models and ongoing trends that are expected to sustain long-term earnings growth. Analyst Commentary Following recent updates to price targets and ongoing sector analysis, market observers have offered a range of perspectives on Blue Owl Capital's valuation prospects and execution strategies.Seeking Alpha • Apr 17
Blue Owl Capital: The Drawdown Is An Opportunity
Summary 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. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Blue Owl: Recessionary Fears Overblown, Back To A Buy
Summary OWL has sold-off on recession fears. But those fears are overblown and have created a major buying opportunity. We are close to a key technical level – this is where I'm going back in big time. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Blue Owl: Promising Strategy, Rising Dividends, And Valuation Challenges
Summary Blue Owl appears relatively cheap compared to peers based on its dividend yield while dividends are supported by non-GAAP Distributable Earnings. OWL's business model, focused on fee-related earnings and permanent capital is arguably the best among all alternative asset managers. Distributable Earnings are supposed to measure cash flows but turn out higher than GAAP Cash Flow from Operations over the LTM. Over the LTM, OWL's dividends and distributions exceeded its Cash Flow from Operations. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Blue Owl: Downgrading To Hold Despite Incredible Past Performance
Summary I have benefited from my investment in Blue Owl Capital stock, which has more than doubled in value since last year. Despite recent strong performance, I downgrade OWL to a HOLD due to its current valuation, but I still see it as a core long-term holding. OWL's earnings growth is driven by solid fundraising, high acquisition appetite, significant embedded earnings, and favorable sector tailwinds. With expected 15%+ annual earnings growth and a likely dividend increase, OWL remains a promising investment, though not as attractive as before. Read the full article on Seeking Alpha
New Narrative • Nov 10
Critical Acquisitions And Capital Trends Propel Growth In Digital Infrastructure
Strategic acquisitions and a focus on digital infrastructure and data centers are expected to drive future revenue growth and enhance product offerings.Seeking Alpha • Oct 13
Blue Owl: A Wise Choice For Long-Term Investors
Summary Blue Owl has rapidly grown its AUM at a 54% CAGR in recent years, driven by its fee-centric business model and focus on permanent capital. I value its predictable revenue streams and relatively minimal exposure to market volatility, which make it a safer investment opportunity compared to traditional banks. Despite recent gains, OWL appears modestly undervalued. It offers a forward yield of 3.4% with further potential upside. I argue that OWL is well-positioned to continue outperforming its peers in the near term. Read the full article on Seeking AlphaSeeking Alpha • Aug 13
Blue Owl: Growth Likely To Accelerate Massively In Q3
Summary Earnings growth has slowed to just 2% in Q2. But this is only temporary and three recent acquisition should drive growth much higher in Q3. Long-term prospects remain intact. Read the full article on Seeking AlphaShareholder Returns
| OWL | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -2.6% | -0.6% | 1.8% |
| 1Y | -47.0% | 8.8% | 28.4% |
Return vs Industry: OWL underperformed the US Capital Markets industry which returned 8.8% over the past year.
Return vs Market: OWL underperformed the US Market which returned 28.4% over the past year.
Price Volatility
| OWL volatility | |
|---|---|
| OWL Average Weekly Movement | 7.0% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: OWL has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: OWL's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 1,365 | Doug Ostrover | www.blueowl.com |
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. It offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company also provides private financing solutions, such as direct lending products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; alternative credit; investment grade credit; liquid credit; and other credit solutions.
Blue Owl Capital Inc. Fundamentals Summary
| OWL fundamental statistics | |
|---|---|
| Market cap | US$15.79b |
| Earnings (TTM) | US$86.95m |
| Revenue (TTM) | US$2.94b |
77.2x
P/E Ratio2.3x
P/S RatioIs OWL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| OWL income statement (TTM) | |
|---|---|
| Revenue | US$2.94b |
| Cost of Revenue | US$1.22b |
| Gross Profit | US$1.72b |
| Other Expenses | US$1.64b |
| Earnings | US$86.95m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.13 |
| Gross Margin | 58.64% |
| Net Profit Margin | 2.96% |
| Debt/Equity Ratio | 66.1% |
How did OWL perform over the long term?
See historical performance and comparisonDividends
9.3%
Current Dividend Yield696%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/28 16:44 |
| End of Day Share Price | 2026/05/28 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Blue Owl Capital Inc. is covered by 21 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Benjamin Budish | Barclays |
| Brennan Hawken | BMO Capital Markets Equity Research |
| Craig Siegenthaler | BofA Global Research |