Blue Owl Capital (NYSE:OWL) Stock Price Expected to Rise, Barclays Analyst Says

Blue Owl Capital (NYSE:OWL) had its target price hoisted by Barclays from $9.00 to $10.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Barclays‘s price target would indicate a potential downside of 1.47% from the stock’s previous close.

Several other research firms have also commented on OWL. TD Cowen reissued a “buy” rating and issued a $14.00 target price on shares of Blue Owl Capital in a report on Monday, May 18th. JPMorgan Chase & Co. lowered their price objective on Blue Owl Capital from $19.00 to $10.50 and set a “neutral” rating for the company in a research report on Wednesday, April 29th. Oppenheimer dropped their price objective on Blue Owl Capital from $16.00 to $15.00 and set an “outperform” rating on the stock in a report on Friday, July 17th. Weiss Ratings reissued a “hold (c-)” rating on shares of Blue Owl Capital in a research report on Thursday, June 18th. Finally, Piper Sandler decreased their target price on Blue Owl Capital from $15.00 to $12.50 and set an “overweight” rating for the company in a research note on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $13.22.

Blue Owl Capital Stock Performance

Shares of OWL stock opened at $10.15 on Friday. The firm has a market capitalization of $15.78 billion, a P/E ratio of 84.58, a PEG ratio of 1.03 and a beta of 1.22. Blue Owl Capital has a fifty-two week low of $7.95 and a fifty-two week high of $20.58. The stock’s fifty day moving average is $9.50 and its two-hundred day moving average is $10.39.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.22 earnings per share for the quarter, meeting the consensus estimate of $0.22. The firm had revenue of $693.56 million for the quarter, compared to analysts’ expectations of $693.15 million. Blue Owl Capital had a net margin of 2.96% and a return on equity of 21.97%. On average, equities analysts forecast that Blue Owl Capital will post 0.87 earnings per share for the current year.

Institutional Trading of Blue Owl Capital

Institutional investors and hedge funds have recently made changes to their positions in the company. Arax Advisory Partners acquired a new stake in shares of Blue Owl Capital in the 4th quarter valued at about $25,000. Toronto Dominion Bank purchased a new stake in Blue Owl Capital in the fourth quarter valued at approximately $26,000. Lavaca Capital LLC acquired a new stake in shares of Blue Owl Capital in the fourth quarter valued at approximately $28,000. Halbert Hargrove Global Advisors LLC grew its position in shares of Blue Owl Capital by 83.5% during the fourth quarter. Halbert Hargrove Global Advisors LLC now owns 2,000 shares of the company’s stock worth $30,000 after acquiring an additional 910 shares during the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in shares of Blue Owl Capital during the fourth quarter worth approximately $41,000. 35.85% of the stock is owned by hedge funds and other institutional investors.

More Blue Owl Capital News

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

• Positive Sentiment: Second-quarter earnings were broadly supportive: EPS was $0.22, matching consensus and rising from $0.21 a year earlier, while revenue of $693.56 million slightly exceeded the $693.15 million estimate. AUM reached approximately $319 billion. Blue Owl Capital second-quarter results
• Positive Sentiment: Management emphasized diversification across investment platforms and geographies. Real assets fundraising surpassed credit fundraising during the quarter, while data-center and artificial-intelligence-related financing—including a reported potential $5.9 billion loan for Stack—supports growth in an expanding alternative-investment niche. Blue Owl leans into real assets
• Positive Sentiment: Blue Owl declared a quarterly dividend of $0.23 per share, payable August 27 to shareholders of record August 13. The distribution represents an annualized yield of roughly 9.1%, which may appeal to income-oriented investors. Blue Owl dividend announcement
• Neutral Sentiment: Blue Owl also highlighted a $170 million investment in alternative-investment platform CAIS, which values CAIS above $2 billion. The deal could expand distribution capabilities, although its near-term financial impact on OWL is unclear. CAIS financing announcement
• Negative Sentiment: Fundraising fell 37% and private-credit fundraising reached its slowest pace in three years. Investors also continued withdrawing capital from some credit vehicles, raising concerns about fee growth and the durability of Blue Owl’s dividend coverage. Blue Owl private credit fundraising report
• Negative Sentiment: One analyst downgraded Blue Owl to Hold, citing dividend-coverage deterioration and pressure on net asset value, despite stable non-accruals and generally solid portfolio quality. Blue Owl rating downgrade

Blue Owl Capital Company 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.