Blue Owl co-CEO Marc Lipschultz on private markets
Marc Lipschultz, co-CEO and co-founder at Blue Owl Capital, joins 'The Exchange' to discuss the state of private credit, why this year could be attractive for value creation, and more.
This Finance Stock Hits Data Center Sweet Spot, Eyes Another Massive Market
Blue Owl Capital is near its all-time high after news that it is entering the data center financing market through an acquisition. The post This Finance Stock Hits Data Center Sweet Spot, Eyes Another Massive Market appeared first on Investor's Business Daily.
Why I'm Buying Blue Owl Capital Corp. III Over Blue Owl Capital In This Merger Arbitrage Opportunity
Blue Owl Capital Corporation and Blue Owl Capital Corporation III may be losing deal share as the numbers and narratives show subdued new investment activity; which is unusual given ARCC's positive developments in this regard. A dovish rates environment can put pressure on investment yields and net investment income for the OBDC + OBDE portfolio. OBDC is trading at near cyclical peak valuations vs peers, making buys in that less attractive.
Blue Owl Capital: The Ultimate Value With A Rare 11%+ Yield
Blue Owl Capital offers an attractive 11%+ safe dividend yield, supported by a robust business model and efficient management. The company excels in Credit, GP Strategic Capital, and Real Estate, benefiting from the growing alternative investment space and strategic acquisitions. Blue Owl's focus on permanent capital vehicles ensures stable fee-earning assets, with 90%+ of management fees from these sources, reducing market volatility impact.
Blue Owl's Lipschultz Talks Private Markets, Interest Rates
Blue Owl Capital co-CEO Marc Lipschultz sees private markets as a “critical part of the future” and discusses increased competition and higher-for-longer interest rates. He speaks with Sonali Basak from a Goldman Sachs Group Inc. conference.
Blue Owl: Downgrading To Hold Despite Incredible Past Performance
I have benefited from my investment in Blue Owl Capital stock, which has more than doubled in value since last year. Despite recent strong performance, I downgrade OWL to a HOLD due to its current valuation, but I still see it as a core long-term holding. OWL's earnings growth is driven by solid fundraising, high acquisition appetite, significant embedded earnings, and favorable sector tailwinds.
Blue Owl Capital: 9.7% Yield And 127% Dividend Coverage Make It A Buy
Blue Owl Capital offers a well-diversified, conservatively managed portfolio with a high level of senior secured investments, making it attractive for income-focused investors. Recent Q3 results show solid performance with strong portfolio growth, robust dividend coverage, and a healthy balance sheet supported by manageable leverage and liquidity. The upcoming merger with OBDE is expected to drive cost synergies, NAV accretion, and NII growth, positioning OBDC for continued strength.
Anticipate a meaningful increase in M&A activity and strong economy under Trump: Blue Owl co-CEO
Marc Lipschultz, Blue Owl Capital co-CEO, joins 'Money Movers' to discuss how Lipschultz' outlook has changed under a Trump administration, the co-CEO's views on going public, and much more.
Is the Options Market Predicting a Spike in Blue Owl Capital (OWL) Stock?
Investors need to pay close attention to Blue Owl Capital (OWL) stock based on the movements in the options market lately.
Blue Owl Capital: A Rock-Solid 11% Yield For Your Dividend Portfolio
Blue Owl Capital comfortably covered its $0.37 base dividend with net investment income in 3Q24 and paid a $0.05 supplemental dividend, reflecting a stable payout ratio. The BDC's portfolio quality improved significantly, with the non-accrual ratio dropping to 0.7%, enhancing its investment appeal. Despite potential yield compression due to central bank rate cuts, Blue Owl Capital's 11% dividend yield remains safe and attractive for passive income investors.
Blue Owl Capital Corp.: Well-Covered 11% Yield, 3% Discount
Blue Owl Capital Corp. is a specialty finance company with a strong portfolio of floating-rate debt investments, which has performed well in a rising rate environment. Despite expected earnings pressure from lower rates, OBDC's well-covered 11%-plus dividend and low non-accrual rate make it an attractive investment. OBDC's upcoming merger with Blue Owl Capital Corp. III is anticipated to enhance debt access, operational efficiencies, and NII earnings.
Blue Owl Capital: Attractive 12% Yield
Blue Owl Capital Corporation offers a compelling 12% dividend yield with strong coverage and trades below net asset value, making it an attractive income pick. The company primarily invests in low-risk, floating-rate, senior-secured debt, with a well-diversified portfolio across over 200 companies and 30 industries. Internal risk ratings have improved, with over 90% of investments in top performance categories, indicating a positive trend in portfolio quality.
