OBDC trades at a deep discount despite strong credit quality. Buy OBDC like it's 2020, near its low valuation. Management is growing assets and maintaining low non-accruals.
Blue Owl Capital Inc. blends stability with long-term growth, anchored in private credit and digital infrastructure, generating predictable and recurring cash flows. Strong Q3 2025 results with 18 consecutive quarters of fee growth, rising FRE, and solid dividend coverage supported by recurring management fees. $28 billion of non-fee-generating AUM set to activate over the next two years, driving meaningful upside to revenues, FRE, and dividend capacity.
Blue Owl Capital Corporation ( OBDC ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants Michael Mosticchio - Head of Investor Relations Craig Packer - CEO & Director Logan Nicholson - Senior Managing Director Jonathan Lamm - CFO & COO Conference Call Participants Brian Mckenna - Citizens JMP Securities, LLC, Research Division Arren Cyganovich - Truist Securities, Inc., Research Division Robert Dodd - Raymond James & Associates, Inc., Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Casey Alexander - Compass Point Research & Trading, LLC, Research Division Mickey Schleien - Ladenburg Thalmann & Co. Inc., Research Division Kenneth Lee - RBC Capital Markets, Research Division Sean-Paul Adams - B. Riley Securities, Inc., Research Division Christopher Nolan - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good morning, everyone, and welcome to Blue Owl Capital Corporation's Third Quarter 2025 Earnings Call.
Blue Owl Capital Inc. ( OWL ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Ann Dai - MD & Head of Investor Relations Marc S. Lipschultz - Co-Founder, Co-CEO & Director Alan Kirshenbaum - Chief Financial Officer Conference Call Participants Glenn Schorr - Evercore ISI Institutional Equities, Research Division Patrick Davitt - Autonomous Research US LP Brian Mckenna - Citizens JMP Securities, LLC, Research Division Craig Siegenthaler - BofA Securities, Research Division William Katz - TD Cowen, Research Division Benjamin Budish - Barclays Bank PLC, Research Division Crispin Love - Piper Sandler & Co., Research Division Brennan Hawken - BMO Capital Markets Equity Research Steven Chubak - Wolfe Research, LLC Alexander Blostein - Goldman Sachs Group, Inc., Research Division Christoph Kotowski - Oppenheimer & Co. Inc., Research Division Brian Bedell - Deutsche Bank AG, Research Division Presentation Operator Good morning, and welcome to Blue Owl Capital's Third Quarter 2025 Earnings Call.
Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.22 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.2 per share a year ago.
Blue Owl Capital (OWL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Private wealth has become a major focus of private market investors. Doug Ostrover, CEO of Blue Owl, recalled his firm's slow start with this investor base.
Blue Owl Capital achieves AUM growth through fully integrated acquisitions while building diversified revenue streams. The company accomplished fee growth for 17 consecutive quarters while raising $12B in quarterly capital. The portfolio maintains excellent quality through minimal losses while the dividend payment increases to 4.4%.
Blue Owl Capital's fundamentals are strong, with robust revenue growth, fee-related earnings, and soaring assets under management driven by successful fundraising and acquisitions. Shareholder dilution from increased Class A shares, partly due to acquisitions, has muted per-share earnings growth and is a key concern for investors. The stock trades at a significant premium to the financial sector, and while fundamentals justify some of this, dilution makes the valuation only fair at best.
Blue Owl Capital Inc. (NYSE:OWL ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Alan Jay Kirshenbaum - Chief Financial Officer Ann Dai - MD & Head of Investor Relations Marc S. Lipschultz - Co-Founder, Co-CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Brian J.
Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.19 per share a year ago.
Blue Owl Capital (OWL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.