Blue Owl Capital Inc. (NYSE:OWL) Given Consensus Rating of “Moderate Buy” by Brokerages

Blue Owl Capital Inc. (NYSE:OWL) has earned an average rating of “Moderate Buy” from the seventeen ratings firms that are covering the company, Marketbeat reports. One analyst has rated the stock with a sell rating, seven have given a hold rating, eight have assigned a buy rating and one has given a strong buy rating to the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $16.0313.

Several equities research analysts have issued reports on the stock. The Goldman Sachs Group lowered their price target on shares of Blue Owl Capital from $14.00 to $9.00 and set a “neutral” rating on the stock in a report on Tuesday. Deutsche Bank Aktiengesellschaft lowered shares of Blue Owl Capital from a “buy” rating to a “hold” rating and lowered their target price for the stock from $15.00 to $10.00 in a report on Tuesday, February 24th. Wolfe Research set a $20.00 target price on shares of Blue Owl Capital in a report on Wednesday, January 7th. Barclays lowered their target price on shares of Blue Owl Capital from $11.00 to $9.00 and set an “equal weight” rating on the stock in a report on Wednesday. Finally, TD Cowen lowered their target price on shares of Blue Owl Capital from $16.00 to $14.00 and set a “buy” rating on the stock in a report on Monday, March 23rd.

Blue Owl Capital Price Performance

Shares of Blue Owl Capital stock opened at $8.33 on Thursday. The firm has a market capitalization of $12.94 billion, a PE ratio of 83.27, a price-to-earnings-growth ratio of 0.78 and a beta of 1.21. The company’s fifty day moving average price is $10.44 and its two-hundred day moving average price is $13.89. Blue Owl Capital has a 52-week low of $7.95 and a 52-week high of $21.08.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.05. The firm had revenue of $701.47 million for the quarter, compared to analyst estimates of $712.75 million. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. Analysts predict that Blue Owl Capital will post 0.92 earnings per share 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. Stockholders of record on Friday, February 20th were issued a $0.225 dividend. The ex-dividend date of this dividend was Friday, February 20th. This represents a $0.90 annualized dividend and a dividend yield of 10.8%. Blue Owl Capital’s dividend payout ratio is presently 900.00%.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Bank of America Securities published a buy on OWL, signaling institutional support that could stabilize demand for the shares and limit downside if liquidity concerns ease. Article Title
• Positive Sentiment: Piper Sandler left an overweight rating despite lowering its price target to $12.50, implying the firm still sees meaningful upside if outflow fears abate or performance normalizes. Article Title
• Neutral Sentiment: Barclays cut its price target from $11 to $9 and set an “equal weight” rating — a hold‑type view that reduces near‑term upside expectations but is not a sell call. Article Title
• Neutral Sentiment: Goldman Sachs trimmed its target from $14 to $9 and moved to “neutral,” which signals more cautious expectations from a major desk and may keep trading range constrained until flows and credit marks clarify. Article Title
• Negative Sentiment: Moody’s cut the outlook on Blue Owl’s flagship fund to negative citing elevated Q1 redemptions, raising the risk of further rating pressure and client flight that can compress NAVs and hurt management fees. Article Title
• Negative Sentiment: Coverage highlights that Blue Owl has hit record lows amid private‑credit jitters and heightened scrutiny of liquidity and asset marks; such narrative risk can accelerate selling and multiple compression. Article Title
• Negative Sentiment: Opinion pieces warn about systemic implications of a Blue Owl crisis, amplifying market fear even if the direct contagion risk is uncertain — increased headline risk can pressure the stock beyond fundamentals. Article Title

Institutional Investors Weigh In On Blue Owl Capital

Several large investors have recently made changes to their positions in OWL. Arax Advisory Partners bought a new stake in shares of Blue Owl Capital in the 4th quarter worth about $25,000. Roxbury Financial LLC grew its holdings in shares of Blue Owl Capital by 383.6% in the 4th quarter. Roxbury Financial LLC now owns 1,765 shares of the company’s stock worth $26,000 after purchasing an additional 1,400 shares during the last quarter. Toronto Dominion Bank bought a new stake in shares of Blue Owl Capital in the 4th quarter worth about $26,000. Parkside Financial Bank & Trust grew its holdings in shares of Blue Owl Capital by 117.0% in the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock worth $27,000 after purchasing an additional 867 shares during the last quarter. Finally, Lavaca Capital LLC bought a new stake in shares of Blue Owl Capital in the 4th quarter worth about $28,000. Institutional investors own 35.85% of the company’s stock.

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.