Blue Owl Capital Inc. $OWL is Callodine Capital Management LP’s 4th Largest Position

Callodine Capital Management LP grew its stake in shares of Blue Owl Capital Inc. (NYSE:OWL) by 55.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,902,531 shares of the company’s stock after acquiring an additional 1,385,000 shares during the quarter. Blue Owl Capital comprises about 5.8% of Callodine Capital Management LP’s holdings, making the stock its 4th largest position. Callodine Capital Management LP owned 0.25% of Blue Owl Capital worth $66,070,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Cresset Asset Management LLC grew its stake in shares of Blue Owl Capital by 1,345.0% during the 3rd quarter. Cresset Asset Management LLC now owns 1,379,485 shares of the company’s stock valued at $23,355,000 after buying an additional 1,284,021 shares during the period. Capital International Investors raised its holdings in shares of Blue Owl Capital by 3.5% in the 3rd quarter. Capital International Investors now owns 62,726,334 shares of the company’s stock worth $1,061,999,000 after purchasing an additional 2,141,873 shares during the period. Partners Group Holding AG lifted its stake in shares of Blue Owl Capital by 8.3% in the 3rd quarter. Partners Group Holding AG now owns 1,940,155 shares of the company’s stock valued at $32,847,000 after purchasing an additional 149,292 shares in the last quarter. Oppenheimer & Co. Inc. grew its holdings in shares of Blue Owl Capital by 185.2% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 136,956 shares of the company’s stock worth $2,319,000 after purchasing an additional 88,935 shares during the period. Finally, Truist Financial Corp raised its holdings in Blue Owl Capital by 7.8% in the third quarter. Truist Financial Corp now owns 1,062,214 shares of the company’s stock valued at $17,983,000 after buying an additional 76,942 shares during the period. 35.85% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have recently issued reports on OWL. Deutsche Bank Aktiengesellschaft lowered shares of Blue Owl Capital from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $15.00 to $10.00 in a research report on Tuesday, February 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Blue Owl Capital in a research report on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Blue Owl Capital in a research report on Wednesday, January 14th. Barclays restated an “equal weight” rating and set a $11.00 price objective (down from $15.00) on shares of Blue Owl Capital in a research note on Monday, March 2nd. Finally, Oppenheimer reduced their price target on Blue Owl Capital from $24.00 to $17.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 4th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $18.00.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Management said a recent loan sale had “no hidden incentives,” a direct rebuttal to valuation‑concern headlines and a likely short‑term relief to investors worried about accounting or incentive distortions. Blue Owl tells investors loan sale had no hidden incentives – report
• Positive Sentiment: Blue Owl rejected an unsolicited tender offer for up to 8M shares of one of its listed units, citing a valuation discount — management signaling it views the business as worth more than the bid, which can reassure shareholders about long‑term NAV/strategic posture. Blue Owl (OWL) Refuses Tender Offer, Citing Valuation Discount
• Positive Sentiment: Blue Owl is actively financing AI and digital‑infrastructure projects (writing loans and structuring deals), which could drive fee and interest income growth if those markets scale—an offset to short‑term valuation worries. Blue Owl keeps chasing AI infrastructure deals and is writing the loans to back them
• Neutral Sentiment: Analyst commentary weighs tradeoffs: OWL trades at mid‑single digit forward earnings with a modest dividend, prompting a sell/hold debate driven by redemption risk, fee visibility and deployment timing rather than a clear valuation breakout. Should You Sell OWL Stock at 9.24X Earnings and a 22.5-Cent Dividend?
• Negative Sentiment: The FT reported that an investment fund (Glendon) has questioned valuations in Blue Owl’s private‑credit portfolio—this is the main driver of negative sentiment because it raises questions about liquidity, markdowns and future fee recognition. Investment fund questions valuations in Blue Owl’s private credit portfolio
• Negative Sentiment: Follow‑on coverage amplifies concerns about private‑credit valuation and liquidity, and analyst pieces note fee timing and borrower‑quality risks that have contributed to OWL’s recent share slump. Blue Owl Capital (OWL) Valuation Check As Private Credit Concerns And Share Price Declines Draw Investor Focus

Blue Owl Capital Price Performance

NYSE OWL opened at $8.76 on Friday. The company has a market capitalization of $13.61 billion, a price-to-earnings ratio of 87.56, a price-to-earnings-growth ratio of 0.76 and a beta of 1.15. Blue Owl Capital Inc. has a 12 month low of $8.58 and a 12 month high of $21.88. The company’s fifty day moving average price is $12.83 and its two-hundred day moving average price is $15.12.

Blue Owl Capital (NYSE:OWL) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.22 by $0.05. The business had revenue of $701.47 million for the quarter, compared to analysts’ expectations of $712.75 million. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. As a group, analysts anticipate that Blue Owl Capital Inc. will post 0.92 EPS for the current year.

Blue Owl Capital Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Friday, February 20th were paid a dividend of $0.225 per share. The ex-dividend date was Friday, February 20th. This represents a $0.90 annualized dividend and a yield of 10.3%. Blue Owl Capital’s dividend payout ratio (DPR) is 900.00%.

Blue Owl Capital 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.