Blue Owl Capital (OWL) Expected to Announce Quarterly Earnings on Thursday

Blue Owl Capital (NYSE:OWL) is anticipated to post its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect Blue Owl Capital to post earnings of $0.23 per share and revenue of $712.7510 million for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 5, 2026 at 10:00 AM ET.

Blue Owl Capital Trading Down 1.9%

Blue Owl Capital stock opened at $13.38 on Tuesday. The stock has a 50 day moving average of $15.37 and a two-hundred day moving average of $16.78. Blue Owl Capital has a twelve month low of $13.20 and a twelve month high of $25.89. The stock has a market capitalization of $20.86 billion, a price-to-earnings ratio of 222.99, a PEG ratio of 1.16 and a beta of 1.11.

Analysts Set New Price Targets

Several equities analysts have issued reports on OWL shares. Zacks Research cut shares of Blue Owl Capital from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. TD Cowen reiterated a “buy” rating on shares of Blue Owl Capital in a research note on Wednesday, January 14th. Barclays lowered their price objective on Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating on the stock in a report on Friday, January 9th. The Goldman Sachs Group reissued a “neutral” rating and issued a $16.25 price target on shares of Blue Owl Capital in a report on Tuesday, January 6th. Finally, Piper Sandler decreased their price target on Blue Owl Capital from $23.50 to $22.00 and set an “overweight” rating on the stock in a research note on Thursday, October 9th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Blue Owl Capital currently has a consensus rating of “Moderate Buy” and an average price target of $20.78.

Insider Buying and Selling at Blue Owl Capital

In other news, CFO Alan Kirshenbaum bought 33,670 shares of Blue Owl Capital stock in a transaction on Monday, December 1st. The shares were bought at an average cost of $14.87 per share, for a total transaction of $500,672.90. Following the acquisition, the chief financial officer owned 33,670 shares in the company, valued at approximately $500,672.90. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Craig Packer purchased 110,227 shares of the stock in a transaction dated Tuesday, December 2nd. The shares were purchased at an average price of $15.06 per share, with a total value of $1,660,018.62. Following the completion of the acquisition, the insider owned 94,000 shares of the company’s stock, valued at approximately $1,415,640. This represents a -679.28% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 395,670 shares of company stock valued at $5,952,393 over the last three months. Company insiders own 27.44% of the company’s stock.

Institutional Trading of Blue Owl Capital

Hedge funds and other institutional investors have recently bought and sold shares of the company. Public Employees Retirement System of Ohio increased its holdings in Blue Owl Capital by 0.6% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 190,579 shares of the company’s stock valued at $3,227,000 after purchasing an additional 1,182 shares in the last quarter. Russell Investments Group Ltd. boosted its position in shares of Blue Owl Capital by 4.0% in the second quarter. Russell Investments Group Ltd. now owns 44,215 shares of the company’s stock worth $849,000 after buying an additional 1,703 shares during the period. Kentucky Retirement Systems Insurance Trust Fund grew its stake in shares of Blue Owl Capital by 12.6% in the third quarter. Kentucky Retirement Systems Insurance Trust Fund now owns 16,053 shares of the company’s stock valued at $272,000 after buying an additional 1,801 shares in the last quarter. Headlands Technologies LLC purchased a new stake in shares of Blue Owl Capital during the 2nd quarter valued at about $51,000. Finally, Mackenzie Financial Corp lifted its position in Blue Owl Capital by 10.1% during the 3rd quarter. Mackenzie Financial Corp now owns 30,264 shares of the company’s stock worth $512,000 after acquiring an additional 2,773 shares in the last quarter. 35.85% of the stock is owned by hedge funds and other institutional investors.

Blue Owl Capital News Summary

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

• Negative Sentiment: Faruqi & Faruqi is investigating claims against Blue Owl and reminded investors of the Feb. 2 lead-plaintiff deadline in the class action arising from alleged misstatements during the Feb. 6–Nov. 16, 2025 class period. This firm notice amplifies litigation attention. Article Title
• Negative Sentiment: The Schall Law Firm issued notices encouraging OWL purchasers from Feb. 6–Nov. 16, 2025 to contact the firm before the Feb. 2 deadline to seek lead-plaintiff status for a securities-fraud suit (alleged §§10(b) and 20(a) violations). Such solicitations signal active litigation and potential future liability. Article Title
• Negative Sentiment: Robbins Geller Rudman & Dowd alerted investors to the same class period and lead-plaintiff deadline (captioned Goldman v. …), further reinforcing that multiple prominent plaintiff firms are pursuing the case — a factor that can raise settlement pressure and litigation costs for Blue Owl. Article Title
• Negative Sentiment: The DJS Law Group also filed a notice about the securities-law suit and encouraged affected shareholders to contact the firm, adding to the chorus of solicitations and underscoring investor interest in pursuing claims against OWL. Article Title
• Negative Sentiment: Rosen Law Firm (and related news releases) reminded purchasers of the same class period and the Feb. 2 deadline, highlighting that several well-known plaintiff firms are competing to represent the class — a dynamic that often increases headline risk and potential settlement size. 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.