Blue Owl Capital Inc. (OWL) Reports Next Week: Wall Street Expects Earnings Growth
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.
Blackstone's BCRED Markets $850 Million Bond Amid Private Credit Chaos
The Blackstone private credit fund is marketing an $850 million investment-grade bond deal, as BDCs step up borrowing.
Sila Realty Bought by Blue Owl for $2.4 Billion
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.
Blue Owl Founders Revise Terms of Personal Loans That Raised Scrutiny
Doug Ostrover and Marc Lipschultz are no longer borrowing against their shares in the fund manager.
Blue Owl Capital: Don't Believe The (Negative) Hype
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.
Blue Owl's Next Growth Wave: Digital Infra and Retirement Channels
OWL tees up its next growth push in digital infrastructure and retirement channels, even as liquidity optics and elevated costs keep pressure on sentiment.
Should You Buy Blue Owl Stock for Income at a Low Valuation?
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.
Why Blue Owl Capital Stock Is Lagging: Liquidity, Fees, and Costs
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: A Case Of Misplaced Fears
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.
Will the Blue Owl stock price ever recover? Time to catch the falling knife?
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.
Blue Owl Sinks 68.2% From Peak as Redemptions Surge in Private Credit
OWL shares crater as $5.4B in redemptions hit private credit funds, exposing liquidity strains and investor anxiety across the sector.
Blue Owl: Redemptions Panic Creates A Hard-To-Miss Opportunity (Rating Upgrade)
Blue Owl Capital faces peak redemption pressures, but I see this as a capitulation point and now upgrade the stock to buy. Direct lending fees drive over 60% of 2025 adjusted revenue, with private wealth redemptions concentrated among a small minority of investors. Despite redemption-driven volatility, OWL's liquidity remains robust, and outflows are modest relative to NAV, supporting business model resilience.
