Blue Owl Capital Inc. (NYSE:OWL) Receives $18.00 Consensus Price Target from Analysts

Blue Owl Capital Inc. (NYSE:OWL) has been assigned a consensus rating of “Moderate Buy” from the seventeen brokerages that are covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell rating, seven have assigned a hold rating, seven have assigned a buy rating and two have given a strong buy rating to the company. The average 1 year target price among brokers that have covered the stock in the last year is $17.6875.

A number of research analysts have recently commented on the stock. Barclays reissued an “equal weight” rating and issued a $11.00 target price (down from $15.00) on shares of Blue Owl Capital in a report on Monday, March 2nd. UBS Group cut their target price on shares of Blue Owl Capital from $16.50 to $12.00 and set a “neutral” rating on the stock in a research report on Friday, February 20th. Evercore set a $14.00 target price on shares of Blue Owl Capital in a research note on Friday, February 6th. Deutsche Bank Aktiengesellschaft downgraded shares of Blue Owl Capital from a “buy” rating to a “hold” rating and lowered their price target for the stock from $15.00 to $10.00 in a report on Tuesday, February 24th. Finally, Piper Sandler dropped their price target on Blue Owl Capital from $21.00 to $15.00 and set an “overweight” rating for the company in a research note on Friday, February 6th.

Blue Owl Capital News Roundup

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

• Positive Sentiment: Independent bullish analysis argues the market panic over private credit is overblown; notes strong liquidity, conservative lending metrics, a $1.4B loan sale at ~99.7% of par, and large permanent‑capital fee streams — supports a near‑term valuation rebound. Read More.
• Positive Sentiment: Another bullish writeup says OWL’s discount to fair value looks “absurd” after recent declines, highlighting floating‑rate exposure, concentrated low‑LTV software loans, and resilient fundamentals — frames current price as a buying opportunity. Read More.
• Positive Sentiment: Strategic deal: Blue Owl partnered with Blackstone to take a minority stake in Atlas Holdings — a partnership that may expand deal flow and fee‑earning opportunities. Read More.
• Neutral Sentiment: Analyst action: Citizens Jmp lowered its price target from $26 to $23 but maintained a “market outperform” rating — still a bullish endorsement, though the cut trims upside expectations versus prior forecasts. Read More.
• Neutral Sentiment: Market roundup notes OWL rose even as sector‑wide private‑credit fears persist — suggests traders are distinguishing OWL’s balance‑sheet exposure from broader industry headlines. Read More.
• Neutral Sentiment: Comparative coverage and surveys (peer comparisons) provide context but contain limited new information likely to move the stock materially in the near term. Read More.
• Negative Sentiment: Reputational/regulatory risk: The FT reports Blue Owl tipped a UK mortgage lender into insolvency after uncovering “irregularities.” That headline raises potential reputational exposure and could invite regulatory scrutiny or litigation risk, which would weigh on sentiment until details/impacts are clarified. Read More.

Institutional Trading of Blue Owl Capital

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Norges Bank acquired a new stake in Blue Owl Capital during the 2nd quarter worth approximately $183,294,000. William Blair Investment Management LLC acquired a new position in Blue Owl Capital in the 4th quarter valued at approximately $113,782,000. Boston Partners increased its position in Blue Owl Capital by 121.9% in the 3rd quarter. Boston Partners now owns 12,153,776 shares of the company’s stock valued at $205,493,000 after acquiring an additional 6,677,610 shares during the period. Capital World Investors raised its stake in shares of Blue Owl Capital by 5.9% during the fourth quarter. Capital World Investors now owns 90,245,690 shares of the company’s stock valued at $1,348,272,000 after acquiring an additional 5,029,134 shares during the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Blue Owl Capital by 7.9% during the third quarter. Vanguard Group Inc. now owns 67,916,888 shares of the company’s stock worth $1,149,833,000 after purchasing an additional 4,968,526 shares during the period. 35.85% of the stock is currently owned by institutional investors.

Blue Owl Capital Stock Performance

Shares of OWL opened at $9.16 on Friday. Blue Owl Capital has a 52-week low of $8.55 and a 52-week high of $21.88. The firm has a market cap of $14.23 billion, a price-to-earnings ratio of 91.56, a PEG ratio of 0.78 and a beta of 1.15. The business’s fifty day moving average is $12.55 and its 200-day moving average is $14.94.

Blue Owl Capital (NYSE:OWL) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. Blue Owl Capital had a return on equity of 20.93% and a net margin of 2.75%.The business had revenue of $701.47 million for the quarter, compared to analyst estimates of $712.75 million. As a group, research analysts forecast that Blue Owl Capital will post 0.92 EPS for the current fiscal year.

Blue Owl Capital Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Friday, February 20th were given a $0.225 dividend. The ex-dividend date was Friday, February 20th. This represents a $0.90 annualized dividend and a yield of 9.8%. Blue Owl Capital’s dividend payout ratio (DPR) is currently 900.00%.

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.