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

Shares of Blue Owl Capital Inc. (NYSE:OWL) have been assigned a consensus recommendation of “Moderate Buy” from the fifteen research firms that are currently covering the firm, Marketbeat Ratings reports. Five investment analysts have rated the stock with a hold rating, eight have given a buy rating and two have assigned a strong buy rating to the company. The average 12 month price objective among brokers that have covered the stock in the last year is $20.7833.

A number of research firms have commented on OWL. Barclays lowered their target price on shares of Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating for the company in a report on Friday, January 9th. Citigroup reaffirmed a “market outperform” rating on shares of Blue Owl Capital in a research note on Tuesday, October 21st. UBS Group cut their target price on Blue Owl Capital from $18.00 to $16.50 and set a “neutral” rating on the stock in a research note on Tuesday, January 13th. TD Cowen restated a “buy” rating on shares of Blue Owl Capital in a report on Wednesday, January 14th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Blue Owl Capital in a research report on Wednesday.

Blue Owl Capital Trading Down 3.6%

Blue Owl Capital stock opened at $15.13 on Friday. The company has a market cap of $23.59 billion, a PE ratio of 252.13, a PEG ratio of 1.33 and a beta of 1.13. Blue Owl Capital has a 1 year low of $13.25 and a 1 year high of $26.73. The company’s 50-day moving average is $15.35 and its two-hundred day moving average is $17.05.

Blue Owl Capital (NYSE:OWL) last posted its quarterly earnings results on Thursday, October 30th. The company reported $0.22 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.22. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. The business had revenue of $687.00 million during the quarter, compared to the consensus estimate of $685.95 million. Research analysts forecast that Blue Owl Capital 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, November 24th. Investors of record on Monday, November 10th were issued a dividend of $0.225 per share. The ex-dividend date was Monday, November 10th. This represents a $0.90 dividend on an annualized basis and a yield of 6.0%. Blue Owl Capital’s payout ratio is currently 1,500.00%.

Insider Activity

In other news, CEO Marc S. Lipschultz acquired 69,663 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was acquired at an average price of $15.06 per share, for a total transaction of $1,049,124.78. Following the transaction, the chief executive officer directly owned 79,000 shares in the company, valued at approximately $1,189,740. This represents a 746.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, insider Craig Packer acquired 110,227 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were acquired at an average cost of $15.06 per share, for a total transaction of $1,660,018.62. Following the purchase, the insider directly owned 94,000 shares in the company, valued at $1,415,640. This trade represents a -679.28% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 395,670 shares of company stock valued at $5,952,393. 27.20% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Blue Owl Capital

Several large investors have recently modified their holdings of the business. Roxbury Financial LLC lifted its holdings in shares of Blue Owl Capital by 383.6% during the 4th quarter. Roxbury Financial LLC now owns 1,765 shares of the company’s stock valued at $26,000 after purchasing an additional 1,400 shares in the last quarter. Parkside Financial Bank & Trust increased its stake in 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 purchasing an additional 867 shares in the last quarter. Halbert Hargrove Global Advisors LLC raised its holdings in Blue Owl Capital by 83.5% during the 4th quarter. Halbert Hargrove Global Advisors LLC now owns 2,000 shares of the company’s stock worth $30,000 after buying an additional 910 shares during the period. Activest Wealth Management bought a new position in Blue Owl Capital in the third quarter valued at approximately $50,000. Finally, MorganRosel Wealth Management LLC acquired a new position in shares of Blue Owl Capital in the second quarter valued at approximately $51,000. 35.85% of the stock is currently owned by institutional investors.

Blue Owl Capital News Summary

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

• Positive Sentiment: Independent bullish thesis argues OWL is materially undervalued given robust distributable earnings margins and stable fee revenues; the author says recent selling overstates AI and real‑estate risks and that the stock looks cheap versus peers. Article Title
• Neutral Sentiment: Valuation/coverage piece examines revenue growth versus mixed shareholder returns and provides context for how investors might think about OWL’s multiples and payout profile—useful for longer‑term positioning but not an immediate catalyst. Article Title
• Negative Sentiment: Multiple law firms have publicized a securities class action against Blue Owl covering purchases between Feb 6, 2025 and Nov 16, 2025 and are soliciting lead‑plaintiff claims ahead of a Feb 2, 2026 deadline — creating an immediate legal overhang and potential headline risk that can pressure the stock. Representative notices: PR Newswire summary of investor opportunity to lead the lawsuit. Article Title
• Negative Sentiment: Widespread reminder/solicitations from several plaintiff firms (Rosen, Levi & Korsinsky, Glancy Prongay Wolke, Pomerantz, Faruqi & Faruqi, etc.) amplifies the perceived litigation risk and could sustain selling pressure until the legal situation clarifies. Example reminder from Rosen Law Firm. Article Title
• Negative Sentiment: Evercore ISI trimmed its price target from $19 to $17 while keeping an Outperform rating — a modest downgrade that signals lowered near‑term expectations even though the analyst still sees upside versus the current price. Article Title

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.