Blue Owl Capital Inc. (OWL) Q3 2025 Earnings Call Transcript
Blue Owl Capital Inc. ( OWL ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Ann Dai - MD & Head of Investor Relations Marc S. Lipschultz - Co-Founder, Co-CEO & Director Alan Kirshenbaum - Chief Financial Officer Conference Call Participants Glenn Schorr - Evercore ISI Institutional Equities, Research Division Patrick Davitt - Autonomous Research US LP Brian Mckenna - Citizens JMP Securities, LLC, Research Division Craig Siegenthaler - BofA Securities, Research Division William Katz - TD Cowen, Research Division Benjamin Budish - Barclays Bank PLC, Research Division Crispin Love - Piper Sandler & Co., Research Division Brennan Hawken - BMO Capital Markets Equity Research Steven Chubak - Wolfe Research, LLC Alexander Blostein - Goldman Sachs Group, Inc., Research Division Christoph Kotowski - Oppenheimer & Co. Inc., Research Division Brian Bedell - Deutsche Bank AG, Research Division Presentation Operator Good morning, and welcome to Blue Owl Capital's Third Quarter 2025 Earnings Call.
Blue Owl Capital Inc. (OWL) Q3 Earnings Meet Estimates
Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.22 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.2 per share a year ago.
Blue Owl Capital Inc. (OWL) Earnings Expected to Grow: Should You Buy?
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.
Private markets are courting retail investors—but Blue Owl's CEO warns the road ahead may be rocky
Private wealth has become a major focus of private market investors. Doug Ostrover, CEO of Blue Owl, recalled his firm's slow start with this investor base.
Blue Owl Capital: Strong Fundraising, Strategic Acquisitions, And Solid Financials Support A Bullish Outlook
Blue Owl Capital achieves AUM growth through fully integrated acquisitions while building diversified revenue streams. The company accomplished fee growth for 17 consecutive quarters while raising $12B in quarterly capital. The portfolio maintains excellent quality through minimal losses while the dividend payment increases to 4.4%.
Blue Owl Capital: Shareholder Dilution Makes It A Hold
Blue Owl Capital's fundamentals are strong, with robust revenue growth, fee-related earnings, and soaring assets under management driven by successful fundraising and acquisitions. Shareholder dilution from increased Class A shares, partly due to acquisitions, has muted per-share earnings growth and is a key concern for investors. The stock trades at a significant premium to the financial sector, and while fundamentals justify some of this, dilution makes the valuation only fair at best.
Blue Owl Capital Inc. (OWL) Q2 2025 Earnings Call Transcript
Blue Owl Capital Inc. (NYSE:OWL ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Alan Jay Kirshenbaum - Chief Financial Officer Ann Dai - MD & Head of Investor Relations Marc S. Lipschultz - Co-Founder, Co-CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Brian J.
Blue Owl Capital Inc. (OWL) Meets Q2 Earnings Estimates
Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.19 per share a year ago.
Blue Owl Capital Inc. (OWL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
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.
Private-Markets Giant Blue Owl Pushes Into 401(k)s
The firm is working with retirement-services provider Voya to offer private assets in target-date funds.
Blue Owl Capital: High Dividend Growth And AI Infrastructure But Wait For A Better Entry
Blue Owl Capital is a fast-growing alternative asset manager with a strong fee model and major moves into digital infrastructure and AI themes. Despite impressive dividend growth and AUM expansion, the stock price already reflects much of the optimism, leaving little margin for error. Valuation is not cheap; execution risks, a high payout ratio, and integration challenges warrant caution, making the stock a hold for now.
My Biggest New Investment For H2 2025: Blue Owl Capital
We have a great track record with asset managers. We picked Patria as our Top Pick in early 2025. Blue Owl Capital Inc. is next. With 20%+ annual growth, a near 5% yield, and some multiple expansion, OWL investors could earn a 3-4x in the next five years.
