Symphony Financial Ltd. Co. Makes New Investment in Blue Owl Capital Inc. $OWL

Symphony Financial Ltd. Co. bought a new position in Blue Owl Capital Inc. (NYSE:OWL) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 46,587 shares of the company’s stock, valued at approximately $778,000.

Other hedge funds also recently made changes to their positions in the company. Orion Capital Management LLC acquired a new position in shares of Blue Owl Capital in the third quarter worth about $296,000. TrueMark Investments LLC purchased a new stake in Blue Owl Capital during the 3rd quarter worth approximately $6,874,000. Parkside Financial Bank & Trust raised its position in shares of Blue Owl Capital by 117.0% in the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock valued at $27,000 after purchasing an additional 867 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in shares of Blue Owl Capital by 34.2% during the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 95,835 shares of the company’s stock valued at $1,622,000 after buying an additional 24,415 shares during the last quarter. Finally, Chicago Partners Investment Group LLC grew its position in shares of Blue Owl Capital by 3.4% during the third quarter. Chicago Partners Investment Group LLC now owns 622,048 shares of the company’s stock worth $10,282,000 after buying an additional 20,280 shares in the last quarter. Institutional investors and hedge funds own 35.85% of the company’s stock.

Analyst Upgrades and Downgrades

OWL has been the topic of a number of research analyst reports. Oppenheimer reiterated an “outperform” rating and set a $27.00 price objective on shares of Blue Owl Capital in a research note on Tuesday. The Goldman Sachs Group restated a “neutral” rating and set a $16.25 price objective on shares of Blue Owl Capital in a research note on Tuesday, January 6th. Raymond James Financial raised shares of Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 target price for the company in a research note on Wednesday, December 10th. BMO Capital Markets began coverage on Blue Owl Capital in a report on Friday, October 3rd. They set an “outperform” rating and a $18.00 price target on the stock. Finally, Barclays decreased their price objective on Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating for the company in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Blue Owl Capital currently has a consensus rating of “Moderate Buy” and a consensus price target of $20.78.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Independent bullish thesis argues OWL is materially undervalued given robust distributable earnings margins and stable fee revenues; the author says recent selling overstates AI and real‑estate risks and that the stock looks cheap versus peers. Article Title
• Neutral Sentiment: Valuation/coverage piece examines revenue growth versus mixed shareholder returns and provides context for how investors might think about OWL’s multiples and payout profile—useful for longer‑term positioning but not an immediate catalyst. Article Title
• Negative Sentiment: Multiple law firms have publicized a securities class action against Blue Owl covering purchases between Feb 6, 2025 and Nov 16, 2025 and are soliciting lead‑plaintiff claims ahead of a Feb 2, 2026 deadline — creating an immediate legal overhang and potential headline risk that can pressure the stock. Representative notices: PR Newswire summary of investor opportunity to lead the lawsuit. Article Title
• Negative Sentiment: Widespread reminder/solicitations from several plaintiff firms (Rosen, Levi & Korsinsky, Glancy Prongay Wolke, Pomerantz, Faruqi & Faruqi, etc.) amplifies the perceived litigation risk and could sustain selling pressure until the legal situation clarifies. Example reminder from Rosen Law Firm. Article Title
• Negative Sentiment: Evercore ISI trimmed its price target from $19 to $17 while keeping an Outperform rating — a modest downgrade that signals lowered near‑term expectations even though the analyst still sees upside versus the current price. Article Title

Insider Buying and Selling

In other Blue Owl Capital news, CEO Marc S. Lipschultz purchased 69,663 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were purchased at an average cost of $15.06 per share, with a total value of $1,049,124.78. Following the completion of the transaction, the chief executive officer owned 79,000 shares of the company’s stock, valued at approximately $1,189,740. This represents a 746.10% increase in their ownership of the stock. The acquisition was disclosed in a legal 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 that occurred on Monday, December 1st. The shares were bought at an average cost of $14.87 per share, for a total transaction of $500,672.90. Following the completion of the transaction, the chief financial officer directly owned 33,670 shares of the company’s stock, valued at $500,672.90. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders bought 395,670 shares of company stock worth $5,952,393. Company insiders own 27.20% of the company’s stock.

Blue Owl Capital Stock Down 3.6%

Shares of OWL stock opened at $15.13 on Friday. The stock has a 50-day simple moving average of $15.35 and a 200 day simple moving average of $17.05. Blue Owl Capital Inc. has a fifty-two week low of $13.25 and a fifty-two week high of $26.73. The stock has a market capitalization of $23.59 billion, a P/E ratio of 252.13, a P/E/G ratio of 1.33 and a beta of 1.13.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings data on Thursday, October 30th. The company reported $0.22 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.22. The company had revenue of $687.00 million for the quarter, compared to analysts’ expectations of $685.95 million. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. On average, sell-side analysts anticipate that Blue Owl Capital Inc. will post 0.92 earnings per share for the current year.

Blue Owl Capital Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, November 24th. Investors of record on Monday, November 10th were given a $0.225 dividend. The ex-dividend date was Monday, November 10th. This represents a $0.90 dividend on an annualized basis and a dividend yield of 6.0%. Blue Owl Capital’s dividend payout ratio (DPR) is 1,500.00%.

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.