NYSE:OWL

Blue Owl Capital Rises 2.6% as Oppenheimer Raises Price Target to $17

Blue Owl Capital (NYSE: OWL) shares rose about 2.6% on Thursday after Oppenheimer raised its price target on the alternative asset manager to $17 from $15 while maintaining an Outperform rating.

Oppenheimer analyst Chris Kotowski increased the target by roughly 13%. The new $17 target represents meaningful upside from the $12.11 share price, reinforcing the firm's bullish view on Blue Owl.

Private Credit Strength Supports Blue Owl

Blue Owl is a major alternative asset manager with significant exposure to private credit, alongside GP strategic capital and real estate strategies. Its position in private credit is particularly important as institutional investors continue to allocate capital toward private-market strategies.

Private credit has expanded as companies increasingly use non-bank lenders for financing, creating opportunities for large alternative asset managers capable of originating and managing substantial pools of private debt.

Blue Owl's scale and focus on permanent-capital and long-duration investment structures can also provide relatively stable management-fee revenue compared with strategies that depend more heavily on frequent fundraising or asset realizations.

Why OWL Stock Is Rising

The 2.6% gain appears primarily supported by Oppenheimer's higher valuation target and maintained Outperform recommendation.

The increase from $15 to $17 is significant because the new target implies roughly 40% upside from the $12.11 price shown in the report. Unlike a target increase that merely catches up with an already-rising stock price, Oppenheimer's target continues to indicate substantial potential appreciation.

Blue Owl's position in the growing private-credit market provides additional support for the investment case. Continued expansion of private financing, institutional demand for alternative assets and the company's recurring fee-based business model could support longer-term earnings growth.

The combination of Oppenheimer's higher $17 price target, maintained Outperform rating and Blue Owl's strong position in private credit appears to be supporting OWL shares on Thursday.
Blue Owl Capital Inc. (NYSE: OWL) will release its financial results for the first quarter ended March 31, 2026 on Thursday, April 30, 2026 before market open.
Blue Owl Capital Inc. announced the final close of its inaugural Strategic Equity and Secondaries strategy, Blue Owl Strategic Equity (BOSE), with total commitments exceeding $3 billion.

The strategy raised capital from a diversified investor base across institutional and private wealth channels globally. BOSE focuses on providing long-term capital solutions to private equity sponsors seeking to extend ownership of high-performing portfolio companies through continuation vehicles and minority equity transactions.

Management highlighted strong sponsor engagement and continued growth in the GP-led secondary market. Co-CEOs Doug Ostrover and Marc Lipschultz stated that the fundraise reflects rising demand for aligned, long-duration capital to support high-conviction assets. The strategy expands Blue Owl’s capabilities within its broader alternatives platform.

As of December 31, 2025, Blue Owl manages over $307 billion in assets across its Credit, Real Assets, and GP Strategic Capital platforms.

Source: PR Newswire.
Blue Owl Capital Inc. (NYSE: OWL) announced that it will release its financial results for the fourth quarter ended December 31, 2025 on Thursday, February 5, 2026 before market open.
Blue Owl Capital Corporation said it will report fourth-quarter and full-year 2025 financial results on February 18, 2026, after market close.

The company will host a webcast and conference call on February 19, 2026, at 10:00 a.m. Eastern Time to discuss the results. A live broadcast and replay will be available through the News & Events section of OBDC’s website.
Blue Owl raises $4.3 billion across evergreen products, launches new digital infrastructure vehicle

Blue Owl Capital reported that its new digital infrastructure-focused evergreen vehicle held its first close on December 1, securing approximately 1.7 billion dollars and officially beginning operations. The firm also disclosed that total capital raised across its evergreen non-traded products from October 1 to December 1 reached an estimated 4.3 billion dollars. That includes 1.7 billion dollars from the Credit platform and 2.6 billion dollars from the Real Assets platform, exceeding the 3.4 billion dollars raised in the prior quarter.

The company noted that these figures are preliminary and may be adjusted. Blue Owl reiterated standard forward-looking caution, highlighting market and operational risks that could affect future fundraising results.
Blue Owl insiders and repurchase programs buy over $200 million in stock across OWL, OBDC and OTF

Blue Owl said more than $200 million in shares across its listed entities — Blue Owl Capital Inc. (OWL), Blue Owl Capital Corporation (OBDC) and Blue Owl Technology Finance Corp. (OTF) — have been purchased since early November. About $70 million of OWL Class A shares were bought, including over $15 million by executives and employees and more than $50 million through its authorized repurchase plan.

Across OBDC and OTF, purchases totaled over $135 million, with insiders buying more than $20 million and roughly $115 million executed under their respective buyback programs. The company said these transactions reinforce management’s alignment with clients and stakeholders. All three entities continue to operate under previously approved repurchase authorizations totaling up to $550 million.
Blue Owl Capital Posts Record Fundraising and Financial Results, Declares Quarterly Dividend

Blue Owl Capital (NYSE: OWL) reported strong third-quarter 2025 results, marking new records in both fundraising and financial performance over the past twelve months. The firm secured $14 billion in new capital commitments during the quarter and $57 billion over the past year, reflecting broad investor demand across institutional, private wealth, and insurance channels. Co-CEOs Doug Ostrover and Marc Lipschultz cited strong momentum in areas like digital infrastructure as key to Blue Owl’s growth strategy.

The company declared a quarterly dividend of $0.225 per Class A share, payable November 24, 2025, and reaffirmed its focus on scalable, innovative investment platforms.
Blue Owl Capital Launches TALON, a Tax Education Platform for Financial Advisors

Blue Owl Capital announced the launch of TALON (Tax-Aware Literacy & Offerings), a new education platform on its digital ecosystem, The Nest. TALON is designed to help financial advisors better understand and navigate tax-efficient strategies in private markets through interactive learning tools and resources.

The platform offers CE-accredited courses, whitepapers, videos, and practical insights on how private market investments can support tax-aware wealth strategies. TALON combines education with engagement opportunities, including webinars, curated events, and access to Blue Owl’s product specialists.

Sean Connor, President and CEO of Global Private Wealth, said the initiative reflects Blue Owl’s commitment to equipping advisors with the knowledge and strategies needed to help clients enhance after-tax outcomes.

With over $284 billion in assets under management, Blue Owl continues to expand its offerings across credit, real assets, and GP strategic capital, aiming to make private markets more accessible to wealth managers and individual investors.
Blue Owl Capital Inc. (NYSE: OWL) today announced it will release its financial results for the third quarter ended September 30, 2025 on Thursday, October 30, 2025 before market open.
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10-31-25The Investor