Blue Owl Capital's first-quarter distributable earnings climbed as the asset manager logged higher revenue and grew its assets under management.
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.
Private credit was one of the hottest areas of finance in recent memory but it's yet to survive a significant downturn.
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.