Barclays Issues Positive Forecast for Blue Owl Capital (NYSE:OWL) Stock Price

Blue Owl Capital (NYSE:OWL) had its target price boosted by Barclays from $10.00 to $11.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Barclays‘s price objective indicates a potential upside of 5.35% from the company’s current price.

Other equities analysts also recently issued research reports about the stock. Citigroup reaffirmed a “market outperform” rating on shares of Blue Owl Capital in a research report on Thursday, September 24th. The Goldman Sachs Group upped their price target on Blue Owl Capital from $9.50 to $10.50 and gave the stock a “neutral” rating in a research note on Monday, August 3rd. Wells Fargo & Company started coverage on Blue Owl Capital in a report on Friday, October 2nd. They issued an “equal weight” rating and a $10.00 price target for the company. Oppenheimer increased their target price on Blue Owl Capital from $15.00 to $17.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. Finally, Keefe, Bruyette & Woods upgraded shares of Blue Owl Capital to a “hold” rating in a report on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Blue Owl Capital currently has an average rating of “Moderate Buy” and a consensus target price of $13.21.

Blue Owl Capital Trading Up 0.3%

NYSE OWL traded up $0.03 during trading hours on Friday, reaching $10.44. The company had a trading volume of 2,460,282 shares, compared to its average volume of 24,560,006. The stock has a 50-day moving average of $10.10 and a 200 day moving average of $10.39. Blue Owl Capital has a 1-year low of $7.95 and a 1-year high of $17.00. The stock has a market capitalization of $16.28 billion, a P/E ratio of 87.25, a price-to-earnings-growth ratio of 1.18 and a beta of 1.35.

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

Hedge Funds Weigh In On Blue Owl Capital

A number of institutional investors and hedge funds have recently bought and sold shares of OWL. Edgestream Partners L.P. boosted its stake in Blue Owl Capital by 374.3% during the first quarter. Edgestream Partners L.P. now owns 254,565 shares of the company’s stock valued at $2,324,000 after buying an additional 200,896 shares in the last quarter. Renaissance Technologies LLC boosted its position in shares of Blue Owl Capital by 2,107.1% in the first quarter. Renaissance Technologies LLC now owns 6,065,200 shares of the company’s stock worth $55,375,000 after buying an additional 5,790,400 shares during the period. Manning & Napier Advisors LLC purchased a new position in Blue Owl Capital during the 2nd quarter valued at about $8,148,000. Royal Bank of Canada lifted its position in Blue Owl Capital by 38.8% in the 1st quarter. Royal Bank of Canada now owns 892,317 shares of the company’s stock worth $8,147,000 after buying an additional 249,461 shares in the last quarter. Finally, QRG Capital Management Inc. increased its stake in shares of Blue Owl Capital by 47.9% in the second quarter. QRG Capital Management Inc. now owns 472,852 shares of the company’s stock worth $4,137,000 after acquiring an additional 153,089 shares during the last quarter. Institutional investors own 35.85% of the company’s stock.

More Blue Owl Capital News

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.