M.D. Sass LLC Grows Position in Blue Owl Capital Inc. $OWL

M.D. Sass LLC raised its position in Blue Owl Capital Inc. (NYSE:OWL) by 24.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 292,271 shares of the company’s stock after buying an additional 57,326 shares during the quarter. Blue Owl Capital makes up approximately 0.4% of M.D. Sass LLC’s portfolio, making the stock its 27th biggest position. M.D. Sass LLC’s holdings in Blue Owl Capital were worth $4,948,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of OWL. Royal Bank of Canada increased its holdings in shares of Blue Owl Capital by 50.0% in the 1st quarter. Royal Bank of Canada now owns 397,990 shares of the company’s stock valued at $7,976,000 after acquiring an additional 132,637 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in Blue Owl Capital by 6.3% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 12,195 shares of the company’s stock worth $239,000 after purchasing an additional 724 shares during the last quarter. Janney Montgomery Scott LLC increased its stake in Blue Owl Capital by 8.1% in the second quarter. Janney Montgomery Scott LLC now owns 59,534 shares of the company’s stock valued at $1,144,000 after purchasing an additional 4,483 shares during the period. KLP Kapitalforvaltning AS increased its stake in Blue Owl Capital by 10.5% in the second quarter. KLP Kapitalforvaltning AS now owns 122,400 shares of the company’s stock valued at $2,351,000 after purchasing an additional 11,600 shares during the period. Finally, Kingswood Wealth Advisors LLC increased its stake in Blue Owl Capital by 22.8% in the second quarter. Kingswood Wealth Advisors LLC now owns 59,395 shares of the company’s stock valued at $1,141,000 after purchasing an additional 11,012 shares during the period. 35.85% of the stock is owned by institutional investors and hedge funds.

Blue Owl Capital Stock Performance

Shares of NYSE OWL opened at $11.60 on Friday. Blue Owl Capital Inc. has a one year low of $10.88 and a one year high of $25.89. The firm has a market capitalization of $18.08 billion, a P/E ratio of 193.28, a PEG ratio of 1.02 and a beta of 1.11. The company’s fifty day moving average is $15.20 and its two-hundred day moving average is $16.65.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.24 EPS for the quarter, beating the consensus estimate of $0.22 by $0.02. The firm had revenue of $701.47 million during the quarter, compared to analysts’ expectations of $712.75 million. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. On average, sell-side analysts forecast that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

Blue Owl Capital Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 20th will be issued a $0.225 dividend. The ex-dividend date is Friday, February 20th. This represents a $0.90 dividend on an annualized basis and a dividend yield of 7.8%. Blue Owl Capital’s dividend payout ratio is currently 1,500.00%.

Analysts Set New Price Targets

A number of research firms recently issued reports on OWL. Weiss Ratings reissued a “hold (c)” rating on shares of Blue Owl Capital in a report on Wednesday, January 21st. Zacks Research downgraded Blue Owl Capital from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. UBS Group cut their price target on Blue Owl Capital from $18.00 to $16.50 and set a “neutral” rating for the company in a research note on Tuesday, January 13th. Oppenheimer reaffirmed an “outperform” rating and set a $27.00 price target on shares of Blue Owl Capital in a report on Tuesday, January 20th. Finally, Raymond James Financial raised shares of Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 price objective on the stock in a research note on Wednesday, December 10th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $20.58.

Blue Owl Capital News Summary

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

• Positive Sentiment: Q4 EPS beat and solid profitability metrics — Blue Owl reported $0.24 EPS (above consensus) and highlighted a 20% ROE, which supports the firm’s operating strength and earnings resilience. Blue Owl Capital Inc. (OWL) Q4 Earnings Beat Estimates
• Positive Sentiment: Record fundraising and AUM growth — Management highlighted record 2025 fundraising across institutional and private-wealth channels, a growth signal for fee-generating assets and future fee revenue. Blue Owl Capital Inc. Fourth Quarter 2025 Results
• Positive Sentiment: Commercial lending activity — Blue Owl provided a $335M loan on an Amazon-anchored Wynwood Plaza, illustrating deployment momentum in real assets/credit and potential near-term interest income. Amazon-Leased Wynwood Plaza Lands $335M Refi From Blue Owl
• Neutral Sentiment: Earnings call color and transcript — The management transcript provides detail on fundraising, portfolio performance and liquidity posture; investors will parse comments for redemption/gating risk and fee cadence. Blue Owl Capital Inc. (OWL) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Revenue missed estimates — Revenue was $701.5M versus ~$712.8M expected, a modest miss that tempers the EPS beat and raises questions on fee timing and mark-to-market items. Compared to Estimates, Blue Owl Capital (OWL) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: Large bearish options flow — Traders bought ~94,485 put options in a single session (well above normal), signaling speculative or hedging pressure that can amplify downside trading.
• Negative Sentiment: Redemption and reputational concerns — Recent coverage flagged investor redemption worries and a controversial asset sale (warehouse sale to DHS for an ICE facility) that could pressure sentiment and client relations. Blue Owl Capital earnings on deck amid redemption concerns Blue Owl Fund sells warehouse to DHS for ICE ‘mega’ jail for nearly $120 million

Insider Transactions at Blue Owl Capital

In other news, CFO Alan Kirshenbaum bought 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 completion of the acquisition, the chief financial officer owned 33,670 shares of the company’s stock, valued at approximately $500,672.90. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Douglas I. Ostrover purchased 139,327 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was purchased at an average price of $15.06 per share, with a total value of $2,098,264.62. Following the transaction, the chief executive officer owned 158,000 shares of the company’s stock, valued at approximately $2,379,480. This represents a 746.14% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders bought 395,670 shares of company stock valued at $5,952,393. Company insiders own 27.20% of the company’s stock.

Blue Owl Capital Profile

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.