Blue Owl Capital: Getting 1,000 Shares Of Exposure At A Fraction Of The Cost
Blue Owl Capital is significantly oversold, down 62% from its peak despite robust revenue and earnings growth, and is not facing a subprime-like crisis. OWL's direct lending book is low-leverage (1.19x), first-lien, with a 12 bps annual loss rate and minimal BDC redemptions, refuting panic-driven narratives. Q1 results show 14% YoY FRE growth, 21% LTM management fee growth, and $11B in new capital raised, with diversification into real assets and digital infrastructure.
Blue Owl: No Distress Detected
Blue Owl Capital Inc. delivered a robust Q1, defying market fears with strong AUM growth and a dividend hike. OWL's AUM reached $314.9B, up 15% YoY, with $29.9B not yet paying fees, signaling future revenue growth. The asset manager even saw non-traded funds under redemption pressure hardly lose AUM due to offsetting investments.
Blue Owl: Time To Get Really Greedy
Blue Owl Capital is upgraded to strong buy as fundraising resilience and robust Q1 earnings signal a contrarian bottoming opportunity. OWL raised over $44B in the past year, maintains $30B in dry powder, and institutional investor commitment remains strong despite retail headwinds. Fee-related earnings remain robust at $0.25/share, AUM grew 15% YoY, and forward dividend yield stands at 9.3% with a $0.92/share payout commitment.
Blue Owl Capital Inc. (OWL) Q1 2026 Earnings Call Transcript
Blue Owl Capital Inc. (OWL) Q1 2026 Earnings Call Transcript
Blue Owl stock jumps as SpaceX stake sale boosts returns outlook
Shares of Blue Owl Capital rose sharply on Thursday after the firm revealed it had sold roughly half of its stake in SpaceX at a valuation of $1.25 trillion, underscoring a significant return on its early investment. The stock climbed more than 10% during the session, as investors responded positively to the update alongside better-than-expected quarterly results and steady growth in assets under management.
Blue Owl Grows Other Businesses With Private Credit in Turmoil
The company reported stronger fundraising for its smaller businesses in the first quarter, offsetting stalled growth in its flagship private-credit unit. Shares rallied more than 10%.
Blue Owl shares surge after private credit firm cites 10X gains from SpaceX loan
Blue Owl said it's made 10 times its investment in SpaceX, which is headed for a record IPO later this year. Shares of Blue Owl surged Thursday morning following the private credit firm's first-quarter earnings call.
Blue Owl Capital (OWL) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Blue Owl Capital (OWL) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Blue Owl Capital Inc. (OWL) Q1 Earnings Match Estimates
Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.19 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.17 per share a year ago.
Blue Owl Distributable Earnings Rise, Revenue Climbs
Blue Owl Capital's first-quarter distributable earnings climbed as the asset manager logged higher revenue and grew its assets under management.
Blue Owl's profit beats on higher fee-related earnings, AUM reaches $315 billion
Alternative asset manager Blue Owl beat Wall Street estimates for first-quarter profit on Thursday, driven by higher fee-related earnings and growth in assets under management.
Bear of the Day: Blue Owl Capital (OWL)
Private credit was one of the hottest areas of finance in recent memory but it's yet to survive a significant downturn.
