Blue Owl Capital (NYSE:OWL) Cut to Strong Sell at Zacks Research

Zacks Research cut shares of Blue Owl Capital (NYSE:OWL) from a hold rating to a strong sell rating in a research report released on Tuesday,Zacks.com reports.

Several other equities research analysts have also commented on OWL. Evercore ISI reduced their price target on shares of Blue Owl Capital from $19.00 to $17.00 and set an “outperform” rating for the company in a report on Thursday, January 22nd. BMO Capital Markets assumed coverage on shares of Blue Owl Capital in a report on Friday, October 3rd. They set an “outperform” rating and a $18.00 price objective on the stock. The Goldman Sachs Group reissued a “neutral” rating and issued a $16.25 price objective on shares of Blue Owl Capital in a research note on Tuesday, January 6th. Piper Sandler lowered their target price on Blue Owl Capital from $23.50 to $22.00 and set an “overweight” rating for the company in a report on Thursday, October 9th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $27.00 price target on shares of Blue Owl Capital in a report on Tuesday, January 20th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $20.78.

Blue Owl Capital Trading Down 3.7%

Shares of OWL stock opened at $13.97 on Tuesday. Blue Owl Capital has a twelve month low of $13.25 and a twelve month high of $26.35. The stock has a market capitalization of $21.78 billion, a price-to-earnings ratio of 232.79, a P/E/G ratio of 1.23 and a beta of 1.13. The stock has a fifty day simple moving average of $15.39 and a two-hundred day simple moving average of $16.91.

Blue Owl Capital (NYSE:OWL) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.22 earnings per share for the quarter, meeting 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 firm had revenue of $687.00 million during the quarter, compared to the consensus estimate of $685.95 million. Research analysts predict that Blue Owl Capital will post 0.92 EPS for the current fiscal year.

Insider Activity

In other Blue Owl Capital news, CFO Alan Kirshenbaum acquired 33,670 shares of the firm’s stock in a transaction dated Monday, December 1st. The stock was purchased at an average price of $14.87 per share, for a total transaction of $500,672.90. Following the acquisition, the chief financial officer owned 33,670 shares in the company, valued at approximately $500,672.90. This trade represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Craig Packer acquired 110,227 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was acquired at an average cost 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 represents a -679.28% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 395,670 shares of company stock valued at $5,952,393 in the last ninety days. 27.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Blue Owl Capital

A number of large investors have recently modified their holdings of the business. Capital World Investors raised its position in shares of Blue Owl Capital by 1.4% in the 3rd quarter. Capital World Investors now owns 85,216,556 shares of the company’s stock valued at $1,442,725,000 after purchasing an additional 1,143,201 shares during the last quarter. Vanguard Group Inc. increased its stake in Blue Owl Capital by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 68,608,868 shares of the company’s stock valued at $1,025,016,000 after purchasing an additional 691,980 shares in the last quarter. Capital International Investors raised its holdings in shares of Blue Owl Capital by 3.5% in the third quarter. Capital International Investors now owns 62,726,334 shares of the company’s stock worth $1,061,999,000 after buying an additional 2,141,873 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of Blue Owl Capital by 8.4% during the third quarter. Bank of America Corp DE now owns 22,563,953 shares of the company’s stock worth $382,008,000 after buying an additional 1,751,024 shares during the period. Finally, Boston Partners lifted its stake in shares of Blue Owl Capital by 121.9% during the third quarter. Boston Partners now owns 12,153,776 shares of the company’s stock worth $205,493,000 after buying an additional 6,677,610 shares during the period. Hedge funds and other institutional investors own 35.85% of the company’s stock.

Trending Headlines about Blue Owl Capital

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

• Positive Sentiment: Some market commentary flagged “encouraging sentiment” after a Q4 preview, suggesting there may be optimism around the company’s quarter that could support a recovery if results or guidance meet expectations. Encouraging sentiment for Blue Owl (OWL) after Q4 preview
• Neutral Sentiment: Analysts are watching upcoming earnings; a Zacks preview says Blue Owl doesn’t show the ideal setup for an earnings beat, so results could go either way and will likely move the stock when reported. Blue Owl Capital Inc. (OWL) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Multiple plaintiff law firms have filed or solicited claims and are urging OWL investors to join a securities fraud class action (lead-plaintiff deadline reported as Feb. 2, 2026). The wave of filings and publicity raises legal and settlement risk and is a primary driver of downward pressure. BLUE OWL DEADLINE: ROSEN, A RANKED AND LEADING FIRM, Encourages Blue Owl Capital Inc. Investors to Secure Counsel
• Negative Sentiment: An analyst action downgraded Blue Owl to a “strong sell” at Zacks, which can amplify selling pressure from investors who follow sell-side momentum. Zacks.com downgrade note
• Negative Sentiment: An investment manager sold roughly $10.1M of OWL stock (645,218 shares) per an SEC/filing report, reducing an institutional stake and potentially increasing supply into already elevated trading volume. Investment Manager Sells $10.1 Million Worth of Blue Owl Stock

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.