Price
$11.77+26.56%Social Signal Score
Analyst Ratings
19 analysts52-week range
- Last close
- $11.77
- Off 52w high
- -38.3%
- 200-day average
- $11.64
- vs 200-day
- +1.1%
Revenue
$753.05M+1428.48%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Douglas Irving Ostrover
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 1,365
- Beta
- 1.21
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 1.42
Financials
Revenue
$753.05M+1428.5%Net Income
$11.39MEBITDA
$212.00MFree Cash Flow
$452.95MEPS (diluted)
$0.02Shares Outstanding (diluted)
688.51M+115.2%Operating Expenses
$191.75MCash & Debt
$169.06MReturn of Capital
$155.43MRevenue by Segment (annual)
$2.46BDividend per Share
$0.23Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.87B | $78.83M | $0.12 |
| 2024 | $2.30B | $109.58M | $0.20 |
| 2023 | $1.73B | $54.34M | $0.12 |
| 2022 | $1.37B | $-9.29M | $-0.02 |
| 2021 | $823.88M | $-376.17M | $-0.93 |
| 2020 | $249.81M | $-77.83M | $-2.26 |
| 2019 | $190.85M | $22.96M | $0.07 |
| 2018 | $121.25M | $2.05M | $0.01 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from OWL's reported EPS growth of 52.0% a year over 7 years. Historical EPS growth of 52% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $0.44
- Implied price
- $7.93
- Return from $9.08
- -2.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $3.94 — -56.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| 20.0% | -17.2% | -13.4% | -10.2% | -7.4% | -4.8% |
| 25.0% | -13.7% | -9.8% | -6.4% | -3.5% | -0.9% |
| 30.0% | -10.3% | -6.2% | -2.7% | 0.4% | 3.1% |
| 35.0% | -6.8% | -2.6% | 1.1% | 4.2% | 7.0% |
| 40.0% | -3.4% | 1.0% | 4.8% | 8.1% | 11.0% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
142+83.33%Social Signal Score
Mentions (60)
- News (RSS)seekingalpha·14h ago·Neutral
Blue Owl Capital Corporation: 72 Cents On The Dollar After The Dividend Reset
View source ↗ - News (RSS)seekingalpha·15h ago·Negative
Blue Owl Capital: Market Bracing For A Dividend Cut (Downgrade)
View source ↗ - Newsseekingalpha.com·18h ago·Neutral
Blue Owl Capital Corporation: 72 Cents On The Dollar After The Dividend Reset Blue Owl Capital Corporation trades at 72% of NAV, reflecting deep pessimism not matched by portfolio fundamentals. OBDC reset its base dividend to $0.31, now covered by adjusted NII, and offers a 12% base yield at current prices. Recent loan sales at near-par, strong liquidity, and active buybacks reinforce intrinsic value above the current market discount.
View source ↗ - News (RSS)seekingalpha·18h ago·Neutral
Blue Owl Capital: Speculative But At A Bargain Price
View source ↗ - 4chan /biz/biz·18h ago·Positive
I gave you guys NOW, VRT, and OWL. I tried to give you Klarna too but you refused to listen. Will you guys at least buy Brookfield?…
View source ↗ - Newsbusinesswire.com·18h ago·Negative
Cox Capital Expands Liquidity Program for Retail Private Markets Investors with Tender Offer for Class I Shares of Blue Owl Credit Income Corp. CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Cox Capital Retail Secondaries Fund I, LP has commenced a cash tender offer to purchase Class I shares of Blue Owl Credit Income Corp.
View source ↗ - Newsseekingalpha.com·22h ago·Negative
Blue Owl Capital: Speculative But At A Bargain Price I've added Blue Owl Capital (OWL) as a more speculative but compelling valuation play to my portfolio, with shares down nearly 50% over the past year. OWL's diversified business model and rising AUM—now $319 billion—support earnings power despite negative sentiment in private credit markets. OWL is priced at a discount or similar to peers, while still having some growth expectations moving forward.
View source ↗ - News247wallst.com·23h ago·Negative
The $2 Trillion Private-Credit Market Just Got Some Good News — but Its Biggest Test May Still Be Coming Blue Owl's $4.2 Billion Withdrawal Figure Is Finally Shrinking In the third quarter of 2026, investors asked to pull $4.2 billion from two Blue Owl Capital (NYSE:OWL | OWL Price Prediction) funds. That is down from $4.
View source ↗ - News (RSS)seekingalpha·2d ago·Positive
Blue Owl Capital Is A Big Bargain Now, I Am Buying The Dip
View source ↗ - Newsseekingalpha.com·2d ago·Neutral
Blue Owl Capital Is A Big Bargain Now, I Am Buying The Dip Sensational headlines surrounding parent manager Blue Owl Capital Inc. have created emotional selling pressure on Blue Owl Capital Corporation despite the BDC having zero exposure to those assets. With a ~$15 billion investment portfolio, OBDC focuses on large corporate borrowers boasting average annual revenues of $1.1 billion and average EBITDA of $242 million, placing them well above peers. Non-accruals remain contained at just 0.8% o…
View source ↗ - Newswsj.com·4d ago·Negative
Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% Investors move to pull another $4.2 billion from two funds.
View source ↗ - Newsdefenseworld.net·5d ago·Positive
Blue Owl Capital Inc. (NYSE:OWL) Receives Average Rating of “Moderate Buy” from Brokerages Blue Owl Capital Inc. (NYSE: OWL - Get Free Report) has received a consensus rating of "Moderate Buy" from the sixteen brokerages that are covering the stock, Marketbeat Ratings reports. Eight investment analysts have rated the stock with a hold recommendation, seven have given a buy recommendation and one has given a strong buy recommendation to
View source ↗ - News (Marketaux)gurufocus.com·7d ago·Positive
Oracle's $18 Billion AI Project Just Hit a Major Hurdle Project Jupiter, a STACK Infrastructure [+230 characters]
View source ↗ - Newsseekingalpha.com·7d ago·Neutral
…ks Overdone Blue Owl Capital offers a compelling buy opportunity, trading at a steep discount with a 9.8% dividend yield and strong underlying business fundamentals. OWL's $31.1B in committed, yet-to-be-deployed capital provides 15% embedded management fee growth, supporting future earnings and dividend coverage improvements. Record AUM of $319B, 9% distributable earnings growth, and fee growth in net lease and digital infrastructure segments diversify OWL's revenue base beyond direct lending.
View source ↗ - Newsinvezz.com·8d ago·Negative
Blue Owl stock has slumped from the August high of $12.7 to the current $9.32. Blue Owl stock has remained in a bear market, even as fears in the private credit sector continued waning. OWL dropped to $9.32 on Friday, its lowest level since July 30th this year, and 27.6% from its highest point in August.
View source ↗ - News (RSS)fool·9d ago·Neutral
Blue Owl Stock Yields About 9% After Falling 45% From Its High. Is the Dividend Safe? Blue Owl Capital has been in the news for the wrong reasons, but its business has been moving in a positive direction in recent years.
View source ↗ - Newsfool.com·9d ago·Neutral
Blue Owl Stock Yields About 9% After Falling 45% From Its High. Is the Dividend Safe? Blue Owl Capital is an asset manager that collects fees for investing on behalf of others. The company's assets under management have been growing, and it has been diversifying its business.
View source ↗ - Newsseekingalpha.com·10d ago·Negative
2 High-Yield Traps To Avoid: Blue Owl And Oxford Lane Some high yield stocks look safe on the surface but carry risks that only show up when you look closer. I use a simple two-step screen to separate lasting income from yield traps. A popular 9.9% yielder is paying out more than it earns, and the fixes bulls are counting on may not be enough.
View source ↗ - News (RSS)seekingalpha·10d ago·Neutral
Blue Owl Capital: A Speculative Turn Justifies Its 20% Discount To Book Value
View source ↗ - Newsseekingalpha.com·11d ago·Negative
Blue Owl Capital Corp.: A Speculative Turn Justifies Its 20% Discount To Book Value Blue Owl Capital Corp. trades at a 20% discount to book, but this discount is justified by deteriorating loan quality and aggressive risk-taking. OBDC's recent portfolio includes multiple high-risk, second-lien and PIK loans—several already marked down or likely to be total losses. Key loans to Loparex, Peraton, National Dentex Labs, Conair, and Feradyne Outdoors collectively threaten $600M of book value, with fu…
View source ↗ - 4chan /biz/biz·11d ago·Neutral
>>62722184 >KLAR, VRT, NOW, OWL, BN
View source ↗ - 4chan /biz/biz·11d ago·Neutral
>>62722120 Yeah totally, on the PE side of things i heard OWL is looking good too
View source ↗ - 4chan /biz/biz·11d ago·Neutral
>VRT >OWL Okay I think it’s over for me
View source ↗ - News (Marketaux)gurufocus.com·11d ago·Positive
BlackRock Just Made a $25 Billion Bet on Asia's AI Data Centers It is preparing to conduct due diligence[+305 characters]
View source ↗ - News (Marketaux)gurufocus.com·11d ago·Positive
Potential Acquisition Talks for Stack Infrastructure by AIP and IFM (AIP) The bidders aim to reach an agreement wi[+264 characters]
View source ↗ - Newsprnewswire.com·13d ago·Negative
Blue Owl Credit Income Corp. Enhances Capital Structure Through Recent Financing Transactions Amends Revolving Credit Facility, Increasing Capacity, Extending Maturity and Improving Funding Costs and Completes $1.0 Billion Notes Offering NEW YORK, Sept. 22, 2026 /PRNewswire/ -- Blue Owl Credit Income Corp. ("OCIC") today announced the completion of a series of financing transactions that further enhance its capital structure, including the amendment, extension and upsize of its senior secured re
View source ↗ - News (RSS)seekingalpha·14d ago·Neutral
Blue Owl Capital: The Disconnect I Saw In May Is Now Wider
View source ↗ - Newsseekingalpha.com·14d ago·Positive
Blue Owl Capital: The Disconnect I Saw In May Is Now Wider Blue Owl Capital remains a Buy, with improved sentiment, stable credit quality, and supportive valuations despite macro and rate headwinds. Redemption pressures are fading, with OCIC loan repayments covering requests by ~3x and evergreen inflows rebounding, reducing forced asset sale risks. Credit FRE management fees face a temporary drag, but committed, undeployed capital and diversification support a visible path to fee growth and divi…
View source ↗ - News (Marketaux)pymnts.com·14d ago·Positive
JPMorgan Inks $20B Partnership With Qatar Investment Authori… Over the last year, QIA has also partner[+256 characters]
View source ↗ - News (RSS)seekingalpha·16d ago·Neutral
Blue Owl Capital: The Ride Is About To Begin
View source ↗ - Newsseekingalpha.com·17d ago·Neutral
Blue Owl Capital: The Ride Is About To Begin OWL is heavily undervalued after a roughly 61.5% crash since its all-time-high. I see OWL as uniquely positioned to capitalize on the ongoing AI narrative, which the market continues to underappreciate. OWL's Digital Infrastructure is already adding to the growth with 6% share in AUM. And the management sees great pipeline on that front.
View source ↗ - News (RSS)seekingalpha·21d ago·Positive
Blue Owl Capital Inc. (OWL) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
View source ↗ - 4chan /biz/biz·21d ago·Negative
just closed my OWL oct puts for 75% gain tyvm
View source ↗ - Newsseekingalpha.com·21d ago·Positive
Blue Owl Capital Inc. (OWL) Presents at Barclays 24th Annual Global Financial Services Conference Transcript Blue Owl Capital Inc. (OWL) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
View source ↗ - News (Marketaux)insurancejournal.com·22d ago·Positive
AI Data Centers Are on Track to Fuel ‘Explosive’ Growth in Captive Insurance Meta ended up providing a special guaran[+322 characters]
View source ↗ - Newsseekingalpha.com·27d ago·Positive
Blue Owl Capital's Comeback Has Just Begun Blue Owl Capital Corporation remains undervalued, trading at a significant discount to NAV and peers despite recent recovery. OBDC offers a robust 10.87% yield, improved dividend coverage, and a strengthened balance sheet with lower leverage and ample liquidity. A 96% floating-rate credit portfolio positions the company for earnings resilience should the Federal Reserve maintain or raise interest rates.
View source ↗ - Newszacks.com·27d ago·Positive
Why Blue Owl Capital Inc. (OWL) is a Top Momentum Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - 4chan /biz/biz·29d ago·Neutral
Also, some s*** going down with OWL, idk if this is getting fudded or if it's something to really worry about
View source ↗ - News (RSS)zerohedge·29d ago·Negative
…it. But then…painstakingly and eventually…reality catches up and 100 cents quickly becomes 20 cents. Or zero cents. The latest example is Loparex, a borrower held by Blue Owl Capital Corp., or OBDC. According to Bloomberg, at the end of 2025, its first lien debt was still carried around par and its second lien debt at roughly 88 cents on the dollar. By June, OBDC was carrying portions of the second lien at about five cents and one first lien position at roughly 22 cents. Loparex was also put on …
View source ↗ - 4chan /biz/biz·31d ago·Neutral
Looks like a good day to slurp OWL if youre into that.
View source ↗ - Newsinvezz.com·31d ago·Positive
Blue Owl stock may short squeeze as golden cross emerges amid turnaround Blue Owl stock has staged a strong comeback in recent months, climbing from a low of $7.60 in April to around $11.85 currently. The rally could have further room to run after the stock formed a golden cross and a bullish flag pattern, while fading jitters across the AI sector could provide an additional tailwind.
View source ↗ - Newsseekingalpha.com·33d ago·Negative
Blue Owl Capital: The Dividend Shoe Dropped, But Still A HOLD Blue Owl Capital Corp remains a HOLD, offering an 11.0% yield with a recently reset, but barely covered, dividend. NAV per share has declined for eight consecutive quarters, with the aggregate mark falling below par and non-accruals at a two-year high. Leverage is at a two-year low, two-thirds of debt is unsecured, and $220 million in stock has been repurchased, reflecting a materially improved balance sheet.
View source ↗ - News (RSS)seekingalpha·34d ago·Neutral
Blue Owl Capital Corporation's Q2: Estimating The Discount And Risk/Return Ratio
View source ↗ - News (RSS)seekingalpha·34d ago·Positive
Blue Owl Capital: 11% Yield And 19% Discount Make It A 'Buy'
View source ↗ - Newsseekingalpha.com·35d ago·Positive
Blue Owl Capital: 11% Yield And 19% Discount Make It A 'Buy' Blue Owl Capital Corp. remains a 'Strong Buy' due to its resilient, diversified, and predominantly senior-secured $15 billion portfolio. OBDC's adjusted NII per share of $0.34 covers its 11% yield, with a 110% coverage ratio and $0.29 per share in spillover income. The portfolio's low nonaccrual rate, improving risk ratings, and conservative 1.11x leverage underpin its robust credit profile.
View source ↗ - News (RSS)seekingalpha·35d ago·Neutral
Blue Owl Capital: The 21% NAV Discount Is Hard To Ignore
View source ↗ - News (Marketaux)gurufocus.com·37d ago·Neutral
Iren (IREN) Secures $2.4 Billion Financing for AI Computing Equipment On August 30, 2026, Blue Ow[+147 characters]
View source ↗ - 4chan /biz/biz·45d ago·Positive
>>62618440 I just tried to breathe through my nose while talking and realized it's impossible so I guess that's why I'm the dumbass reading the documentation instead of writing it >>62618441 I don't know some of these smiggers are clairvoyant. Some anon shilled OWL some s******** I've never heard of and it's up 50 percent since then.
View source ↗ - Newsseekingalpha.com·47d ago·Neutral
Blue Owl's 25% Rally Is Just Getting Started Blue Owl remains a Strong Buy, supported by robust growth, high margins, and an attractive 14x distributable earnings multiple. Fears over OWL's private credit exposure have proven overblown, with the credit portfolio showing just a 12 basis point average annual loss rate. OWL's diversified platform, $30B+ in dry powder, and high-margin fee streams underpin a compelling total return profile of 20%+ annually.
View source ↗ - 4chan /biz/biz·48d ago·Neutral
>OWL On what news?
View source ↗ - Newsseekingalpha.com·48d ago·Neutral
Blue Owl Capital: Buying In A Bearish Market Is Paying Off Big Time Blue Owl Capital Inc. remains a Strong Buy, with recent returns far surpassing the S&P 500 and further upside anticipated. Blue Owl Capital's fee-based asset management model, especially in data centers and real assets, drives stable growth and shields against investment vehicle volatility. Despite concerns over circular financing and AI exposure, Blue Owl Capital's real asset AUM surged to $89.4 billion, and distributable earni…
View source ↗ - 4chan /biz/biz·48d ago·Positive
the KLAR play was just contrarian nonsense. its trash so of course anon is gonna buy the dip and swing a profit. similar to OWL. at a certain point you're just buying trash to gamble.
View source ↗ - Newsseekingalpha.com·49d ago·Positive
Investors Start Giving A Hoot: Blue Owl Capital Inc. Blue Owl remains a compelling deep value opportunity, with fundamentals improving and a strong rebound from prior market pessimism. OWL's real assets segment is driving growth, with 44% revenue growth over twelve months and expectations for continued outperformance. Distributable earnings are approaching full dividend coverage, with management guiding to beat consensus and cover the dividend by year-end.
View source ↗ - 4chan /biz/biz·52d ago·Positive
>>62593761 NKE is the only other decent company I can think of on sale like those two. ADBE is still 1/2 off all time high. It just came off a big pump though. Same can be said for OWL and NTDOY which have been getting shilled here recently. GOOG is getting cheap-ish The tripag is such an annoying little cuck. Anime tits are based.
View source ↗ - 4chan /biz/biz·53d ago·Neutral
>>62591255 GRG KO PEP ADM OWL RIO
View source ↗ - 4chan /biz/biz·53d ago·Positive
>OWL not even in the red during a ”no dividend gettin’ if you buy day”(I’m sure you Americans have a word for this) Too powerful! Blue Owl will become new Blackrock?
View source ↗ - 4chan /biz/biz·55d ago·Neutral
>>62583567 OWL KLAR MNST CELH EMBC Yes I'm aware of how evil it is to invest in sugary drinks and a diabetes medical supply company
View source ↗ - Newsseekingalpha.com·57d ago·Negative
Blue Owl Capital: Bears Are In A Self-Imposed Virtual Reality As AUM Grows Blue Owl Capital faces excessive short interest disconnected from improving fundamentals and record AUM growth. OWL's FPAUM and fee-related earnings are expanding, with dividend coverage expected to exceed 100% as $31.1 billion in AUM becomes fee-paying. Short interest is anchored in outdated credit-default fears, but OWL's durable capital base and lack of exposure to recent credit events reduce downside risk.
View source ↗ - News (Marketaux)finance.yahoo.com·58d ago·Positive
Blue Owl Capital Q2 Earnings Call Highlights Blue Owl collected approximatel[+232 characters]
View source ↗ - Newsgurufocus.com·59d ago·Positive
Is It Too Late to Buy Blue Owl Capital Inc (OWL) After 3.6% Rally? GF Value Says Undervalued On August 07, 2026, Blue Owl Capital Inc (OWL) shares rose 3.6%, bringing the current price to $11.87. This price movement reflects a 52-week range of $7.95 to
View source ↗
Earnings
Thu, Oct 29(in 3 weeks)
Consensus estimate $0.23 per share
Typical surprise +0.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jul 30$0.22 vs $0.22beat
- Thu, Apr 30$0.19 vs $0.19beat
- Thu, Feb 5$0.24 vs $0.22beat
- Thu, Oct 30$0.22 vs $0.22miss
- Thu, Jul 31$0.21 vs $0.21beat
- Thu, May 1$0.17 vs $0.18miss
Estimates and results for OWL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by OWL officers and directors.
- Bought
- $6.0m
- Sold
- —
9 trades
1 trade
- Zahr Marcsold
- Ostrover Douglas Ibought
- Lipschultz Marc Sbought
- Packer Craigbought
- Packer Craigbought
- Kirshenbaum Alanbought
- Ostrover Douglas Ibought
- Lipschultz Marc Sbought
90 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ritchie Torreshouse · NY15 · disclosed Aug 20, 2025 (40d later)Sell$1,001 - $15,000
- Ritchie Torreshouse · NY15 · disclosed Aug 20, 2025 (328d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.