Blue Owl Capital (OWL) to Release Quarterly Earnings on Thursday

Blue Owl Capital (NYSE:OWL) is anticipated to release its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect Blue Owl Capital to post earnings of $0.23 per share and revenue of $712.7510 million for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 5, 2026 at 10:00 AM ET.

Blue Owl Capital (NYSE:OWL) last posted its quarterly earnings results on Thursday, October 30th. The company reported $0.22 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.22. The company had revenue of $687.00 million for the quarter, compared to analysts’ expectations of $685.95 million. Blue Owl Capital had a return on equity of 20.05% and a net margin of 1.89%. On average, analysts expect Blue Owl Capital to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Blue Owl Capital Trading Down 0.2%

NYSE OWL opened at $14.51 on Thursday. Blue Owl Capital has a 1 year low of $13.25 and a 1 year high of $26.35. The company has a market cap of $22.62 billion, a PE ratio of 241.79, a PEG ratio of 1.24 and a beta of 1.13. The stock’s 50-day moving average price is $15.39 and its two-hundred day moving average price is $16.93.

Insider Transactions at Blue Owl Capital

In other news, CFO Alan Kirshenbaum purchased 33,670 shares of Blue Owl Capital stock in a transaction dated Monday, December 1st. The stock was acquired at an average cost of $14.87 per share, for a total transaction of $500,672.90. Following the acquisition, the chief financial officer directly owned 33,670 shares in the company, valued at $500,672.90. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Douglas I. Ostrover acquired 139,327 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was purchased at an average price of $15.06 per share, for a total transaction of $2,098,264.62. Following the acquisition, the chief executive officer directly owned 158,000 shares of the company’s stock, valued at $2,379,480. The trade was a 746.14% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 395,670 shares of company stock valued at $5,952,393 over the last 90 days. Company insiders own 27.44% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Headlands Technologies LLC bought a new stake in Blue Owl Capital in the second quarter worth $51,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Blue Owl Capital by 248.7% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,680 shares of the company’s stock worth $90,000 after acquiring an additional 3,338 shares in the last quarter. Pin Oak Investment Advisors Inc. acquired a new position in shares of Blue Owl Capital during the 3rd quarter valued at about $97,000. State of Wyoming raised its stake in shares of Blue Owl Capital by 108.7% in the 2nd quarter. State of Wyoming now owns 5,675 shares of the company’s stock valued at $109,000 after acquiring an additional 2,956 shares in the last quarter. Finally, Abel Hall LLC acquired a new stake in Blue Owl Capital in the 3rd quarter worth approximately $180,000. Institutional investors own 35.85% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on OWL. UBS Group cut their target price on shares of Blue Owl Capital from $18.00 to $16.50 and set a “neutral” rating on the stock in a research note on Tuesday, January 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Blue Owl Capital in a research report on Wednesday, January 21st. Wolfe Research set a $20.00 price objective on Blue Owl Capital in a research report on Wednesday, January 7th. Raymond James Financial upgraded Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 target price on the stock in a report on Wednesday, December 10th. Finally, JPMorgan Chase & Co. increased their price target 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 investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $20.78.

More Blue Owl Capital News

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

• Positive Sentiment: Encouraging Q4 preview and analyst sentiment that highlighted areas of strength for Blue Owl, supporting a constructive near‑term view. Encouraging sentiment for Blue Owl (OWL) after Q4 preview
• Positive Sentiment: Management engagement scheduled: Co‑CEO Doug Ostrover will present at the Bank of America Financial Services Conference on Feb 10 (webcast available), which gives investors an opportunity for updated guidance and Q&A. Blue Owl presentation at BofA conference
• Positive Sentiment: Contrarian coverage has surfaced recommending Blue Owl as a 2026 opportunity, which may attract value‑oriented investors if volatility continues. Seeking Alpha contrarian piece
• Neutral Sentiment: Company executives and strategists are discussing the private‑credit outlook in media appearances, which provides context for the firm’s core business but is unlikely alone to move shares dramatically. James Clarke on private credit outlook
• Negative Sentiment: Wave of class‑action notices and filings: multiple law firms are soliciting lead‑plaintiff applicants and reminding OWL investors of a Feb 2, 2026 deadline in a securities‑fraud suit tied to the Feb 6–Nov 16, 2025 alleged class period — increasing legal overhang and potential settlement/expense risk. Rosen Law Firm class action notice
• Negative Sentiment: Institutional selling: an investment manager disclosed a sale of ~645k OWL shares (~$10.1M), trimming its position and moving Blue Owl outside its top five holdings — a sign of reduced institutional conviction that can pressure the stock. Fool: $10.1M sale filing

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.