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

Blue Owl Capital (NYSE:OWL) had its price target upped by UBS Group from $9.00 to $9.50 in a research note published on Friday,Benzinga reports. They currently have a neutral rating on the stock.

Other equities research analysts also recently issued reports about the stock. BMO Capital Markets decreased their price objective on shares of Blue Owl Capital from $15.00 to $11.00 and set an “outperform” rating for the company in a research note on Tuesday, March 24th. Deutsche Bank Aktiengesellschaft downgraded shares of Blue Owl Capital from a “buy” rating to a “hold” rating and decreased their price objective for the stock from $15.00 to $10.00 in a research note on Tuesday, February 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of Blue Owl Capital in a research note on Wednesday, January 21st. TD Cowen decreased their price objective on shares of Blue Owl Capital from $16.00 to $14.00 and set a “buy” rating for the company in a research note on Monday, March 23rd. Finally, JPMorgan Chase & Co. decreased their target price on shares of Blue Owl Capital from $19.00 to $10.50 and set a “neutral” rating for the company in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $15.03.

Blue Owl Capital Trading Up 2.3%

OWL traded up $0.22 during trading on Friday, hitting $9.97. 53,125,180 shares of the company’s stock were exchanged, compared to its average volume of 28,566,256. Blue Owl Capital has a 1 year low of $7.95 and a 1 year high of $21.08. The stock has a 50 day moving average price of $9.40 and a 200 day moving average price of $13.06. The firm has a market cap of $15.50 billion, a P/E ratio of 99.74, a price-to-earnings-growth ratio of 1.06 and a beta of 1.19.

Blue Owl Capital (NYSE:OWL) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.19 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.19. Blue Owl Capital had a net margin of 2.96% and a return on equity of 21.61%. The company had revenue of $699.88 million during the quarter, compared to the consensus estimate of $687.23 million. Analysts forecast that Blue Owl Capital will post 0.9 earnings per share for the current fiscal year.

Blue Owl Capital Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be given a dividend of $0.23 per share. This is a positive change from Blue Owl Capital’s previous quarterly dividend of $0.23. The ex-dividend date is Wednesday, May 13th. This represents a $0.92 annualized dividend and a dividend yield of 9.2%. Blue Owl Capital’s payout ratio is 900.00%.

Hedge Funds Weigh In On Blue Owl Capital

Several large investors have recently made changes to their positions in OWL. Royal Bank of Canada lifted its stake in Blue Owl Capital by 50.0% during the first quarter. Royal Bank of Canada now owns 397,990 shares of the company’s stock valued at $7,976,000 after buying an additional 132,637 shares in the last quarter. Russell Investments Group Ltd. lifted its stake in Blue Owl Capital by 4.0% during the second quarter. Russell Investments Group Ltd. now owns 44,215 shares of the company’s stock valued at $849,000 after buying an additional 1,703 shares in the last quarter. Jump Financial LLC purchased a new stake in Blue Owl Capital during the second quarter valued at about $238,000. California Public Employees Retirement System lifted its stake in Blue Owl Capital by 28.2% during the second quarter. California Public Employees Retirement System now owns 787,255 shares of the company’s stock valued at $15,123,000 after buying an additional 172,982 shares in the last quarter. Finally, State Street Corp lifted its stake in Blue Owl Capital by 10.6% during the second quarter. State Street Corp now owns 9,880,565 shares of the company’s stock valued at $189,806,000 after buying an additional 950,700 shares in the last quarter. Institutional investors own 35.85% of the company’s stock.

Blue Owl Capital News Summary

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

• Positive Sentiment: Management disclosed it sold roughly half of its SpaceX stake at a ~$1.25 trillion valuation and said the investment returned ~10x, which materially improves realized gains and near-term distributable earnings. Blue Owl sold about half its SpaceX holding
• Positive Sentiment: Q1 results beat on revenue and fee-related metrics (distributable earnings up, AUM ~ $315B; fee-paying AUM and new commitments remained strong), reassuring investors worried about private-credit weakness. Blue Owl’s profit beats on higher fee-related earnings
• Positive Sentiment: Board/management raised the quarterly dividend and announced share repurchases, signalling confidence in cash generation and supporting yield-sensitive buyers. (Dividend announced April 28; quarterly payout increased marginally.)
• Positive Sentiment: Blue Owl raised $3 billion through its private-wealth distribution channel despite industry private-credit turbulence — diversification of distribution helps future fee growth and liquidity. Blue Owl Raises $3B in Wealth Channel
• Neutral Sentiment: Investor flows show a mixed picture: management reported $11B of new commitments but retail/wealth inflows are softer — supports longer-term fee runway but implies near-term growth variability. Seeking Alpha analysis
• Neutral Sentiment: Unusually heavy call-option volume was noted around the earnings move, suggesting short-term bullish positioning that can amplify intraday moves but also adds volatility risk.
• Negative Sentiment: Brown University reportedly cut its stake in a Blue Owl private-credit fund, a sign that some institutional investors are trimming exposure amid private-credit scrutiny. Brown University slashed stake in Blue Owl Private Credit Fund
• Negative Sentiment: A shareholder lawsuit alleges $414M in excessive fees charged by Blue Owl’s adviser, introducing regulatory/legal risk that could pressure sentiment and create headline volatility. Stockholder sues Blue Owl adviser
• Negative Sentiment: Some sell-side skepticism remains: JPMorgan recently lowered its price target, and media coverage has flagged elevated scrutiny and “doomsday” narratives around private credit — factors that can cap upward momentum. Price target lowered to $10.50 at JPMorgan

About Blue Owl Capital

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.