Blue Owl Capital (NYSE:OWL) Price Target Lowered to $23.00 at Citizens Jmp

Blue Owl Capital (NYSE:OWL) had its price objective reduced by Citizens Jmp from $26.00 to $23.00 in a report issued on Tuesday,Benzinga reports. They currently have a market outperform rating on the stock.

Several other research firms have also recently weighed in on OWL. Oppenheimer dropped their price objective on shares of Blue Owl Capital from $24.00 to $17.00 and set an “outperform” rating for the company in a research report on Wednesday, March 4th. Evercore set a $14.00 target price on Blue Owl Capital in a research note on Friday, February 6th. Raymond James Financial restated a “strong-buy” rating on shares of Blue Owl Capital in a research report on Thursday, February 19th. TD Cowen reaffirmed a “buy” rating on shares of Blue Owl Capital in a research note on Wednesday, January 14th. Finally, Citigroup reiterated an “outperform” rating on shares of Blue Owl Capital in a report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $17.69.

Blue Owl Capital Trading Up 4.5%

OWL opened at $9.16 on Tuesday. Blue Owl Capital has a 1-year low of $8.55 and a 1-year high of $21.88. The stock has a market capitalization of $14.23 billion, a PE ratio of 91.56, a PEG ratio of 0.78 and a beta of 1.15. The firm has a 50-day moving average price of $12.55 and a two-hundred day moving average price of $14.94.

Blue Owl Capital (NYSE:OWL) last announced its earnings results on Thursday, February 5th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. The company had revenue of $701.47 million for the quarter, compared to analyst estimates of $712.75 million. On average, research analysts predict that Blue Owl Capital will post 0.92 EPS for the current year.

Blue Owl Capital Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Friday, February 20th were paid a $0.225 dividend. This represents a $0.90 dividend on an annualized basis and a dividend yield of 9.8%. The ex-dividend date was Friday, February 20th. Blue Owl Capital’s dividend payout ratio is presently 900.00%.

Hedge Funds Weigh In On Blue Owl Capital

A number of institutional investors and hedge funds have recently bought and sold shares of OWL. Cresset Asset Management LLC grew its stake in shares of Blue Owl Capital by 1,345.0% in the third quarter. Cresset Asset Management LLC now owns 1,379,485 shares of the company’s stock worth $23,355,000 after purchasing an additional 1,284,021 shares during the last quarter. Capital International Investors increased its holdings in Blue Owl Capital by 3.5% in the third quarter. Capital International Investors now owns 62,726,334 shares of the company’s stock valued at $1,061,999,000 after purchasing an additional 2,141,873 shares during the period. Elevation Point Wealth Partners LLC raised its position in Blue Owl Capital by 5,256.9% during the 3rd quarter. Elevation Point Wealth Partners LLC now owns 374,236 shares of the company’s stock worth $6,336,000 after purchasing an additional 367,250 shares during the last quarter. Partners Group Holding AG lifted its holdings in Blue Owl Capital by 8.3% during the 3rd quarter. Partners Group Holding AG now owns 1,940,155 shares of the company’s stock worth $32,847,000 after buying an additional 149,292 shares during the period. Finally, Oppenheimer & Co. Inc. lifted its holdings in 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 buying an additional 88,935 shares during the period. Institutional investors and hedge funds own 35.85% of the company’s stock.

More Blue Owl Capital News

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.

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.