Commonwealth Equity Services LLC Has $7.80 Million Stock Holdings in Blue Owl Capital Inc. $OWL

Commonwealth Equity Services LLC increased its position in shares of Blue Owl Capital Inc. (NYSE:OWL) by 7.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 460,639 shares of the company’s stock after buying an additional 33,192 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Blue Owl Capital were worth $7,799,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Chicago Partners Investment Group LLC raised its holdings in Blue Owl Capital by 8.1% during the second quarter. Chicago Partners Investment Group LLC now owns 601,768 shares of the company’s stock worth $12,288,000 after buying an additional 45,261 shares during the last quarter. Public Employees Retirement System of Ohio lifted its position in Blue Owl Capital by 17.3% in the 2nd quarter. Public Employees Retirement System of Ohio now owns 189,397 shares of the company’s stock valued at $3,638,000 after acquiring an additional 27,995 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in Blue Owl Capital by 4.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 954,764 shares of the company’s stock valued at $18,341,000 after purchasing an additional 36,784 shares during the last quarter. Callodine Capital Management LP increased its holdings in Blue Owl Capital by 68.1% during the 2nd quarter. Callodine Capital Management LP now owns 2,517,531 shares of the company’s stock worth $48,362,000 after purchasing an additional 1,020,000 shares in the last quarter. Finally, Geode Capital Management LLC raised its stake in shares of Blue Owl Capital by 14.6% in the second quarter. Geode Capital Management LLC now owns 10,293,279 shares of the company’s stock worth $197,766,000 after purchasing an additional 1,313,108 shares during the last quarter. Institutional investors and hedge funds own 35.85% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Barclays cut their target price on Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating on the stock in a research report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of Blue Owl Capital in a research note on Wednesday, October 8th. Wolfe Research set a $20.00 target price on shares of Blue Owl Capital in a report on Wednesday, January 7th. Piper Sandler cut their price target on shares of Blue Owl Capital from $23.50 to $22.00 and set an “overweight” rating on the stock in a report on Thursday, October 9th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Blue Owl Capital from $21.50 to $22.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 29th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $21.05.

Insider Transactions at Blue Owl Capital

In other news, insider Craig Packer acquired 110,227 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were acquired at an average cost of $15.06 per share, for a total transaction of $1,660,018.62. Following the purchase, the insider owned 94,000 shares of the company’s stock, valued at approximately $1,415,640. The trade was a -679.28% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Marc S. Lipschultz acquired 69,663 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were acquired at an average cost of $15.06 per share, for a total transaction of $1,049,124.78. Following the completion of the acquisition, the chief executive officer owned 79,000 shares of the company’s stock, valued at approximately $1,189,740. The trade was a 746.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders acquired 395,670 shares of company stock valued at $5,952,393. Corporate insiders own 27.44% of the company’s stock.

Blue Owl Capital Stock Performance

OWL opened at $15.29 on Wednesday. Blue Owl Capital Inc. has a fifty-two week low of $13.25 and a fifty-two week high of $26.73. The firm has a 50-day moving average of $15.26 and a 200 day moving average of $17.23. The firm has a market cap of $23.85 billion, a P/E ratio of 254.93, a PEG ratio of 1.24 and a beta of 1.13.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings data on Thursday, October 30th. The company reported $0.22 EPS for the quarter, hitting the consensus estimate of $0.22. The business had revenue of $687.00 million for the quarter, compared to analyst estimates of $685.95 million. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. Equities research analysts predict that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

Blue Owl Capital Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, November 24th. Shareholders of record on Monday, November 10th were issued a dividend of $0.225 per share. This represents a $0.90 annualized dividend and a yield of 5.9%. The ex-dividend date of this dividend was Monday, November 10th. Blue Owl Capital’s dividend payout ratio is 1,500.00%.

Key Blue Owl Capital News

Here are the key news stories impacting Blue Owl Capital this week:

• Neutral Sentiment: The company is mentioned in the agenda for the 32nd Annual Venture Capital & Private Equity Conference, a routine industry appearance that is unlikely to move the stock materially in the near term. 32nd Annual Venture Capital & Private Equity Conference
• Negative Sentiment: Multiple national plaintiff firms (Rosen, Pomerantz, Glancy Prongay & Murray, Portnoy, Schall, Faruqi & Faruqi, Bragar Eagel & Squire, Bernstein Liebhard, Johnson Fistel, et al.) have announced class actions or investor alerts over alleged disclosures for the Feb 6–Nov 16, 2025 class period and are soliciting lead-plaintiff motions before the Feb 2, 2026 deadline — increasing the risk of settlement costs, legal fees, and continued headline pressure. ROSEN Law Firm notice
• Negative Sentiment: Short interest jumped in December to ~85.2M shares (a ~23% increase from mid-December), representing roughly 7.5% of shares and a 7.6-day cover ratio — elevated shorting can amplify downside moves on adverse news and increase volatility. (Source: market short-interest disclosure)

About Blue Owl Capital

Blue Owl Capital is a global alternative asset manager that focuses on private credit, direct lending and equity-related strategies for institutional investors. Headquartered in New York, the firm develops and manages a range of private markets products designed to provide capital solutions to middle-market and larger corporate borrowers, as well as liquidity and partnership arrangements with private equity firms and other alternative managers.

Its core activities include direct lending and credit strategies that provide senior, unitranche and other structured loan products to companies across industries.