Blue Owl Capital Inc. (NYSE:OWL) Stock Now Rated “Moderate Buy” by Wall Street Brokerages

Shares of Blue Owl Capital Inc. (NYSE:OWL) have earned a consensus recommendation of “Moderate Buy” from the seventeen analysts that are covering the firm, MarketBeat Ratings reports. Nine research analysts have rated the stock with a hold recommendation, seven have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $13.12.

A number of equities research analysts recently commented on OWL shares. Wells Fargo & Company increased their price target on Blue Owl Capital from $10.00 to $11.00 and gave the company an “equal weight” rating in a research report on Friday. BMO Capital Markets cut their price objective on shares of Blue Owl Capital from $12.00 to $11.00 and set an “outperform” rating on the stock in a report on Tuesday, October 27th. HSBC set a $17.00 target price on shares of Blue Owl Capital in a research note on Thursday, September 24th. Evercore reiterated an “outperform” rating and issued a $12.00 target price on shares of Blue Owl Capital in a report on Friday. Finally, Capital One Financial set a $12.00 price target on shares of Blue Owl Capital in a research report on Monday, August 3rd.

Blue Owl Capital Stock Performance

Shares of NYSE OWL opened at $10.32 on Monday. Blue Owl Capital has a fifty-two week low of $7.95 and a fifty-two week high of $17.00. The stock has a market cap of $16.09 billion, a price-to-earnings ratio of 73.72, a PEG ratio of 1.26 and a beta of 1.31. The firm’s 50-day simple moving average is $10.08 and its 200 day simple moving average is $10.37.

Blue Owl Capital (NYSE:OWL) last released its quarterly earnings results on Thursday, October 29th. The company reported $0.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.01. The business had revenue of $752.60 million during the quarter, compared to the consensus estimate of $698.10 million. Blue Owl Capital had a return on equity of 24.26% and a net margin of 3.08%. On average, sell-side analysts predict that Blue Owl Capital will post 0.88 EPS for the current year.

Blue Owl Capital Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, November 23rd. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.23 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $0.92 annualized dividend and a dividend yield of 8.9%. Blue Owl Capital’s dividend payout ratio (DPR) is currently 657.14%.

Institutional Trading of Blue Owl Capital

A number of institutional investors and hedge funds have recently modified their holdings of OWL. Edgestream Partners L.P. raised its stake in Blue Owl Capital by 374.3% during the 1st quarter. Edgestream Partners L.P. now owns 254,565 shares of the company’s stock worth $2,324,000 after acquiring an additional 200,896 shares during the period. Hsbc Holdings PLC lifted its holdings in Blue Owl Capital by 129.4% during the fourth quarter. Hsbc Holdings PLC now owns 239,674 shares of the company’s stock valued at $3,590,000 after purchasing an additional 135,184 shares in the last quarter. Renaissance Technologies LLC lifted its holdings in Blue Owl Capital by 2,107.1% during the first quarter. Renaissance Technologies LLC now owns 6,065,200 shares of the company’s stock valued at $55,375,000 after purchasing an additional 5,790,400 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Blue Owl Capital in the second quarter worth approximately $8,148,000. Finally, Royal Bank of Canada boosted its position in shares of Blue Owl Capital by 38.8% in the first quarter. Royal Bank of Canada now owns 892,317 shares of the company’s stock worth $8,147,000 after purchasing an additional 249,461 shares during the period. 35.85% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Blue Owl Capital

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

• Positive Sentiment: Q3 results exceeded expectations: Blue Owl reported earnings of $0.24 per share versus consensus estimates of $0.22–$0.23, while revenue reached $752.6 million compared with estimates of $698.1 million. The results were driven largely by growth in fee-related earnings. Blue Owl Capital Inc. Third Quarter 2026 Results
• Positive Sentiment: Assets and fundraising reached records: Assets under management rose to approximately $330 billion, while the firm raised nearly $50 billion over the past 12 months, including a record institutional quarter. Strong fundraising can support future management fees and earnings growth. Blue Owl posts record institutional quarter
• Positive Sentiment: High dividend remains a support: Blue Owl declared a quarterly dividend of $0.23 per share, equivalent to $0.92 annually and an indicated yield of about 8.9%. The dividend is payable November 23 to shareholders of record November 10. Blue Owl Reports Third Quarter 2026 Results
• Neutral Sentiment: Analysts raised targets but remain cautious: Wells Fargo and Barclays increased their targets to $11, while Keefe, Bruyette & Woods lifted its target to $10.50. All maintained neutral-equivalent ratings. Deutsche Bank raised its target to $10 but retained a Hold rating, signaling limited conviction.
• Negative Sentiment: Fundraising timing and flows are risks: Blue Owl’s latest GP-stakes fund close may slip into the first quarter of 2027. Reports also indicate that redemptions weighed on inflows, raising concerns about the pace and predictability of future asset growth. Blue Owl’s latest GP stakes fund close may slip

Blue Owl Capital Company Profile

Blue Owl Capital Inc (NYSE: OWL) is an alternative asset manager that provides private-market investment solutions to institutional investors, financial professionals, and other clients. The company focuses on strategies designed to deliver income, long-term capital appreciation, and customized exposure to private markets.

Blue Owl operates across three primary platforms: Credit, GP Strategic Capital, and Real Estate. Its credit business provides private financing to companies, including direct lending and other asset-backed and specialty finance strategies.