Blue Owl Capital (NYSE:OWL) Stock Price Target Raised at Keefe, Bruyette & Woods

Blue Owl Capital (NYSE:OWL) had its price objective lifted by equities research analysts at Keefe, Bruyette & Woods from $9.00 to $10.50 in a report released on Friday, Benzinga reports. The brokerage currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods‘s price objective indicates a potential downside of 0.05% from the company’s current price.

Several other brokerages have also recently weighed in on OWL. Citigroup reaffirmed a “market outperform” rating on shares of Blue Owl Capital in a research note on Thursday, September 24th. Citizens Jmp decreased their price target on Blue Owl Capital from $21.00 to $17.00 and set a “market outperform” rating for the company in a research note on Thursday, July 9th. Oppenheimer upped their price target on Blue Owl Capital from $15.00 to $17.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. BMO Capital Markets dropped their price objective on Blue Owl Capital from $12.00 to $11.00 and set an “outperform” rating on the stock in a research report on Tuesday. Finally, TD Cowen lifted their price objective on Blue Owl Capital from $15.00 to $16.00 and gave the stock a “buy” rating in a report on Monday, October 12th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Blue Owl Capital currently has a consensus rating of “Moderate Buy” and an average target price of $13.06.

Blue Owl Capital Stock Performance

Shares of OWL stock traded up $0.10 on Friday, hitting $10.51. 7,159,432 shares of the company’s stock traded hands, compared to its average volume of 24,576,072. The stock has a market capitalization of $16.38 billion, a price-to-earnings ratio of 87.30, a P/E/G ratio of 1.18 and a beta of 1.35. The company’s fifty day simple moving average is $10.10 and its 200 day simple moving average is $10.39. Blue Owl Capital has a one year low of $7.95 and a one year high of $17.00.

Blue Owl Capital (NYSE:OWL) last issued its earnings results on Thursday, October 29th. The company reported $0.24 EPS for the quarter, topping the consensus estimate of $0.23 by $0.01. The company had revenue of $752.60 million for the quarter, compared to the consensus estimate of $698.10 million. Blue Owl Capital had a net margin of 2.71% and a return on equity of 23.14%. As a group, sell-side analysts anticipate that Blue Owl Capital will post 0.88 earnings per share for the current fiscal year.

Institutional Trading of Blue Owl Capital

Several large investors have recently added to or reduced their stakes in OWL. RDST Capital LLC increased its stake in shares of Blue Owl Capital by 22.1% in the 1st quarter. RDST Capital LLC now owns 7,648,935 shares of the company’s stock worth $69,835,000 after purchasing an additional 1,383,450 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in Blue Owl Capital during the second quarter valued at about $54,883,000. Renaissance Technologies LLC grew 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 during the period. Estuary Capital Management LP raised its stake in shares of Blue Owl Capital by 338.9% in the first quarter. Estuary Capital Management LP now owns 4,197,297 shares of the company’s stock worth $38,321,000 after buying an additional 3,241,040 shares during the period. Finally, Lalia Capital LLC purchased a new position in shares of Blue Owl Capital during the 2nd quarter valued at about $34,952,000. 35.85% of the stock is currently owned by institutional investors.

Trending Headlines about Blue Owl Capital

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

• Positive Sentiment: Q3 earnings and revenue beat estimates. Blue Owl reported adjusted earnings of $0.24 per share, above the $0.23 consensus estimate, while revenue reached $752.6 million versus expectations of $698.1 million. Earnings also increased from $0.22 per share in the year-ago quarter. Blue Owl Capital Q3 earnings and revenue beat estimates
• Positive Sentiment: Fee-related earnings drove growth. Reports characterized third-quarter growth as being led by higher fee-related earnings, a favorable development because these recurring management fees are generally viewed as a more durable source of profitability. Blue Owl Capital 3Q growth driven by fee-related earnings
• Positive Sentiment: Assets under management reached a record $330 billion. Blue Owl said it raised nearly $50 billion during the past 12 months, with capital growth and investment appreciation contributing to the record AUM level. Blue Owl Capital stock rises on earnings beat and higher AUM
• Positive Sentiment: The quarterly dividend was maintained at $0.23 per share. The payment is scheduled for November 23 for shareholders of record on November 10, equivalent to $0.92 annually and an indicated yield of approximately 8.9%. Blue Owl Capital third-quarter 2026 results
• Neutral Sentiment: Some investors may remain focused on fundraising quality. Although AUM and capital raising were strong, reports noted that redemptions weighed on inflows, potentially tempering the outlook for net new money. Blue Owl fees beat estimates though redemptions weigh on inflows
• Negative Sentiment: BMO Capital Markets lowered its price expectations for OWL. The downgrade in expectations could limit upside sentiment despite the company’s quarterly earnings beat. BMO Capital Markets lowers expectations for Blue Owl Capital

About Blue Owl Capital

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.