Federated Hermes Inc. Decreases Stock Holdings in Blue Owl Capital Inc. $OWL

Federated Hermes Inc. lowered its position in shares of Blue Owl Capital Inc. (NYSE:OWL) by 6.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,527,700 shares of the company’s stock after selling 350,000 shares during the period. Federated Hermes Inc. owned 0.36% of Blue Owl Capital worth $93,584,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Parkside Financial Bank & Trust boosted its position in shares of Blue Owl Capital by 117.0% during the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock worth $27,000 after acquiring an additional 867 shares in the last quarter. Headlands Technologies LLC acquired a new position in Blue Owl Capital in the second quarter valued at approximately $51,000. MorganRosel Wealth Management LLC purchased a new position in Blue Owl Capital in the second quarter valued at approximately $51,000. Creative Financial Designs Inc. ADV raised its holdings in Blue Owl Capital by 6,504.1% during the second quarter. Creative Financial Designs Inc. ADV now owns 3,236 shares of the company’s stock worth $62,000 after purchasing an additional 3,187 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position 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 buying an additional 3,338 shares during the last quarter. 35.85% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Blue Owl Capital

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

Insider Activity

In other Blue Owl Capital news, CEO Marc S. Lipschultz acquired 69,663 shares of the stock in a transaction on Tuesday, December 2nd. The shares were bought at an average price of $15.06 per share, with a total value of $1,049,124.78. Following the acquisition, 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 legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Douglas I. Ostrover bought 139,327 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were acquired at an average price of $15.06 per share, for a total transaction of $2,098,264.62. Following the transaction, the chief executive officer directly owned 158,000 shares in the company, valued at $2,379,480. This trade represents a 746.14% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought 395,670 shares of company stock worth $5,952,393 in the last three months. 27.44% of the stock is currently owned by company insiders.

Blue Owl Capital Stock Down 0.2%

OWL opened at $14.51 on Thursday. Blue Owl Capital Inc. has a 52 week low of $13.25 and a 52 week high of $26.35. The business has a 50 day moving average price of $15.39 and a two-hundred day moving average price of $16.93. The company has a market cap of $22.62 billion, a PE ratio of 241.79, a P/E/G ratio of 1.24 and a beta of 1.13.

Blue Owl Capital (NYSE:OWL) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.22 EPS for the quarter, hitting the consensus estimate of $0.22. Blue Owl Capital had a return on equity of 20.05% and a net margin of 1.89%.The business had revenue of $687.00 million during the quarter, compared to analysts’ expectations of $685.95 million. As a group, sell-side analysts expect that Blue Owl Capital Inc. will post 0.92 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently commented on OWL. Raymond James Financial raised shares of 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 research report on Wednesday, December 10th. BMO Capital Markets assumed coverage on Blue Owl Capital in a report on Friday, October 3rd. They set an “outperform” rating and a $18.00 price objective on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Blue Owl Capital in a research report on Wednesday, January 21st. Evercore ISI cut their price target on Blue Owl Capital from $19.00 to $17.00 and set an “outperform” rating on the stock in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. boosted their price objective on Blue Owl Capital from $21.50 to $22.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $20.78.

Blue Owl Capital Company Profile

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.