Blue Owl reports Q1 2026 earnings on April 30 as private credit headwinds persist. AUM, earnings and sales are expected to have risen year over year.
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 Blackstone private credit fund is marketing an $850 million investment-grade bond deal, as BDCs step up borrowing.
Under terms of the deal, certain affiliates of Blue Owl Real Estate Capital will buy all outstanding shares of Sila's common stock for $30.38 apiece, the company said.
Doug Ostrover and Marc Lipschultz are no longer borrowing against their shares in the fund manager.
Blue Owl Capital (OWL) remains a high-conviction, long-term buy for Samuel Smith despite recent market-driven volatility and negative sentiment around private credit. Current fear in private credit is overblown; OWL's fundamentals, diversified AUM, and insider alignment support resilience and future AUM growth.
OWL tees up its next growth push in digital infrastructure and retirement channels, even as liquidity optics and elevated costs keep pressure on sentiment.
OWL's 10.65% yield and discounted valuation face a tough tradeoff as weak momentum, fee timing risk, and elevated costs keep near-term signals cautious.
OWL is down 52% as private-credit liquidity strains, fee timing risk and rising costs weigh; embedded fees and fundraising may help.
Blue Owl Capital is rated Strong Buy, with current fears of AI-driven portfolio collapse seen as overblown and creating a compelling entry point. OWL's diversified AUM exceeds $300 billion, with Credit, GP Strategic Capital, and Real Estate segments all exhibiting strong operating leverage and resilient fee generation. GP Strategic Capital's sticky, high-return permanent capital and Real Assets' rapid growth underpin OWL's ability to sustain its nearly 11% yield.
The Blue Owl stock price continued its strong downward trend on Monday as concerns about the private credit industry accelerated. It dropped to $8.45 on Monday, down substantially from the all-time high of $25, a drop that has erased billions of dollars in value.
OWL shares crater as $5.4B in redemptions hit private credit funds, exposing liquidity strains and investor anxiety across the sector.