Blue Owl Capital (NYSE:OWL) Price Target Lowered to $24.00 at TD Cowen

Blue Owl Capital (NYSE:OWL) had its price target decreased by TD Cowen from $26.00 to $24.00 in a research report report published on Wednesday morning,Benzinga reports. TD Cowen currently has a buy rating on the stock.

Other analysts have also recently issued reports about the stock. Cowen reaffirmed a “buy” rating on shares of Blue Owl Capital in a report on Wednesday. JPMorgan Chase & Co. upped their target price on shares of Blue Owl Capital from $21.50 to $22.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. UBS Group reduced their price target on shares of Blue Owl Capital from $18.00 to $16.50 and set a “neutral” rating on the stock in a research report on Tuesday. Raymond James Financial raised Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 price objective for the company in a report on Wednesday, December 10th. Finally, Wolfe Research set a $20.00 target price on Blue Owl Capital in a report on Wednesday, January 7th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $20.78.

Blue Owl Capital Stock Performance

NYSE:OWL opened at $15.58 on Wednesday. The stock has a market cap of $24.31 billion, a price-to-earnings ratio of 259.78, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. Blue Owl Capital has a one year low of $13.25 and a one year high of $26.73. The business’s 50-day simple moving average is $15.25 and its 200 day simple moving average is $17.22.

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

Blue Owl Capital Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, November 24th. Shareholders of record on Monday, November 10th were paid a $0.225 dividend. This represents a $0.90 dividend on an annualized basis and a yield of 5.8%. The ex-dividend date was Monday, November 10th. Blue Owl Capital’s payout ratio is presently 1,500.00%.

Insider Buying and Selling

In related news, CEO Marc S. Lipschultz purchased 69,663 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer owned 79,000 shares of the company’s stock, valued at $1,189,740. This trade represents a 746.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Craig Packer acquired 110,227 shares of Blue Owl Capital stock in a transaction that occurred on Tuesday, December 2nd. The shares were bought at an average price of $15.06 per share, with a total value of $1,660,018.62. Following the transaction, the insider directly owned 94,000 shares in the company, valued at approximately $1,415,640. This trade represents a -679.28% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 395,670 shares of company stock valued at $5,952,393 over the last quarter. Company insiders own 27.20% of the company’s stock.

Hedge Funds Weigh In On Blue Owl Capital

Several institutional investors have recently modified their holdings of OWL. Parkside Financial Bank & Trust lifted its position in Blue Owl Capital by 117.0% in the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock valued at $27,000 after purchasing an additional 867 shares during the last quarter. Roxbury Financial LLC increased its stake in shares of Blue Owl Capital by 383.6% in the fourth quarter. Roxbury Financial LLC now owns 1,765 shares of the company’s stock valued at $26,000 after purchasing an additional 1,400 shares during the period. Headlands Technologies LLC bought a new stake in shares of Blue Owl Capital during the second quarter valued at approximately $51,000. MorganRosel Wealth Management LLC bought a new stake in shares of Blue Owl Capital during the second quarter valued at approximately $51,000. Finally, Activest Wealth Management acquired a new position in shares of Blue Owl Capital during the third quarter worth approximately $50,000. Institutional investors own 35.85% of the company’s stock.

Key Blue Owl Capital News

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

• Positive Sentiment: TD Cowen lowered its price target from $26 to $24 but maintained a “Buy” rating — the firm still projects roughly 54% upside from current levels, which likely underpins buying interest. TD Cowen price target change (Benzinga)
• Negative Sentiment: Multiple law firms and firms representing investors (Levi & Korsinsky, Faruqi & Faruqi, Schall Law, DJS Law Group, Pomerantz, Rosen, Glancy Prongay & Murray, Portnoy, Gross, etc.) issued class‑action notices and solicitations for lead‑plaintiff motions covering the alleged class period (Feb 6, 2025–Nov 16, 2025), with a February 2, 2026 deadline to file. This wave of litigation notices raises the prospect of regulatory scrutiny, potential defense costs and settlement risk that could weigh on the stock. Representative notices: Contact The Gross Law Firm by February 2, 2026 Deadline to Join Class Action Against Blue Owl Capital Inc. (GLOBE NEWSWIRE) Levi & Korsinsky class action notice (PR Newswire) Schall Law Firm notice (PR Newswire)

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.