Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.17 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.
The deal between Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) and Blue Owl Capital is a sensible move with clear merits, analysts said. SUPR formed a 50:50 joint venture with the US investment firm, transferring eight omnichannel supermarket assets valued at £403 million into the structure, generating around £200 million in net cash for the REIT with proceeds to be used to reduce leverage and support future acquisitions.
Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) has struck a major deal with US alternative assets group Blue Owl Capital, transferring eight of its UK grocery store assets into a new joint venture valued at £403 million. The partnership, announced Thursday, is part of SUPR's broader strategy to recycle capital, reduce debt, and boost long-term earnings.
Blue Owl Capital benefits from a fee structure focused on management fees, providing more predictable revenue and less volatility during challenging times. Blue Owl's rapid AUM and FRE growth, driven by acquisitions and organic capital raises, positions it as one of the fastest-growing alternative asset managers. Despite a -35% stock drawdown, Blue Owl's valuation at 20x price-to-FRE offers a compelling buying opportunity.
Blue Owl Capital (OWL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Blue Owl Capital Corporation offers a compelling 13% dividend yield after a recent market downturn, making it attractive for income investors. Despite market slumps, Blue Owl Capital has outperformed the S&P 500, thanks to its resilient, diversified, and low-risk investment portfolio. The company's solid BBB- credit rating and high percentage of first-lien debt, positions it well against potential macroeconomic headwinds.
Blue Owl Capital (OWL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Blue Owl Capital Inc.'s month-over-month drawdown might've created a buying opportunity. The fund's sheer scale through growth-by-acquisitions and internal strategy development is something to behold. Higher for longer interest rates might result in additional direct lending gains. Moreover, digital infrastructure investing adds a new growth layer.
OWL has sold-off on recession fears. But those fears are overblown and have created a major buying opportunity. We are close to a key technical level – this is where I'm going back in big time.
Blue Owl Capital delivered stable net investment income in Q4, with a total NAV return of 2.7%. OBDC trades at a 10.9% total dividend yield. The company targets upper middle-market borrowers and has a diversified portfolio with top sectors including software, insurance, and food/beverage. Portfolio credit remained resilient, with low non-accruals and a small net realized loss.
Blue Owl Capital completed its merger with Blue Owl Capital Corporation III in January. Blue Owl Capital's balance sheet quality improved in Q4'24, with a non-accrual percentage drop of 0.3 PP Q/Q. The dividend coverage ratio in the fourth-quarter was 1.27X and the dividend is very well-supported by net investment income.