Blue Owl Capital (OWL) – Research Analysts’ Recent Ratings Updates

Blue Owl Capital (NYSE: OWL) recently received a number of ratings updates from brokerages and research firms:

• 1/22/2026 – Blue Owl Capital had its price target lowered by analysts at Evercore ISI from $19.00 to $17.00. They now have an “outperform” rating on the stock.
• 1/20/2026 – Blue Owl Capital had its “outperform” rating reaffirmed by analysts at Oppenheimer Holdings, Inc.. They now have a $27.00 price target on the stock.
• 1/14/2026 – Blue Owl Capital had its “buy” rating reaffirmed by analysts at TD Cowen.
• 1/14/2026 – Blue Owl Capital had its price target lowered by analysts at TD Cowen from $26.00 to $24.00. They now have a “buy” rating on the stock.
• 1/13/2026 – Blue Owl Capital had its price target lowered by analysts at UBS Group AG from $18.00 to $16.50. They now have a “neutral” rating on the stock.
• 1/9/2026 – Blue Owl Capital had its price target lowered by analysts at Barclays PLC from $19.00 to $18.00. They now have an “overweight” rating on the stock.
• 1/7/2026 – Blue Owl Capital was given a new $20.00 price target on by analysts at Wolfe Research.
• 1/6/2026 – Blue Owl Capital had its “neutral” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $16.25 price target on the stock.
• 12/11/2025 – Blue Owl Capital is now covered by analysts at UBS Group AG. They set a “neutral” rating and a $18.00 price target on the stock.
• 12/11/2025 – Blue Owl Capital had its “hold” rating reaffirmed by analysts at UBS Group AG. They now have a $18.00 price target on the stock.
• 12/10/2025 – Blue Owl Capital was upgraded by analysts at Raymond James Financial, Inc. from a “market perform” rating to a “strong-buy” rating. They now have a $20.00 price target on the stock.

Blue Owl Capital Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, November 24th. Shareholders of record on Monday, November 10th were issued a $0.225 dividend. This represents a $0.90 dividend on an annualized basis and a yield of 5.7%. The ex-dividend date was Monday, November 10th. Blue Owl Capital’s dividend payout ratio is 1,500.00%.

Insider Buying and Selling at Blue Owl Capital

In other Blue Owl Capital news, CEO Marc S. Lipschultz bought 69,663 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was purchased at an average cost of $15.06 per share, for a total transaction of $1,049,124.78. Following the completion of the acquisition, the chief executive officer owned 79,000 shares of the company’s stock, valued at approximately $1,189,740. This trade represents a 746.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Alan Kirshenbaum acquired 33,670 shares of the stock in a transaction on Monday, December 1st. The shares were bought at an average price of $14.87 per share, with a total value of $500,672.90. Following the purchase, the chief financial officer directly owned 33,670 shares of the company’s stock, valued at $500,672.90. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 395,670 shares of company stock worth $5,952,393 in the last ninety days. 27.20% of the stock is owned by company insiders.

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.