Blue Owl Capital (NYSE:OWL) Price Target Cut to $24.00 by Analysts at TD Cowen

Blue Owl Capital (NYSE:OWL) had its price target cut by stock analysts at TD Cowen from $26.00 to $24.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. TD Cowen’s target price indicates a potential upside of 54.79% from the company’s current price.

A number of other equities research analysts have also issued reports on the company. JPMorgan Chase & Co. upped their target price on Blue Owl Capital from $21.50 to $22.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Evercore ISI reduced their price objective on Blue Owl Capital from $21.00 to $19.00 and set an “outperform” rating on the stock in a research report on Friday, October 31st. UBS Group decreased their price objective on Blue Owl Capital from $18.00 to $16.50 and set a “neutral” rating on the stock in a research note on Tuesday. Barclays cut their target price on shares of Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating for the company in a research note on Friday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Blue Owl Capital in a report on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Blue Owl Capital presently has an average rating of “Moderate Buy” and an average price target of $20.78.

Blue Owl Capital Stock Performance

NYSE OWL traded up $0.21 during trading hours on Wednesday, reaching $15.51. The company’s stock had a trading volume of 3,201,331 shares, compared to its average volume of 10,262,396. The company’s 50-day moving average is $15.26 and its two-hundred day moving average is $17.23. Blue Owl Capital has a fifty-two week low of $13.25 and a fifty-two week high of $26.73. The stock has a market cap of $24.18 billion, a PE ratio of 258.29, a PEG ratio of 1.24 and a beta of 1.13.

Blue Owl Capital (NYSE:OWL) last announced its earnings results on Thursday, October 30th. The company reported $0.22 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.22. The company had revenue of $687.00 million during the quarter, compared to analysts’ expectations of $685.95 million. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. Equities analysts expect that Blue Owl Capital will post 0.92 earnings per share for the current fiscal year.

Insider Activity at Blue Owl Capital

In other news, CFO Alan Kirshenbaum purchased 33,670 shares of the stock in a transaction on Monday, December 1st. The stock was purchased at an average price of $14.87 per share, with a total value of $500,672.90. Following the completion of the transaction, the chief financial officer owned 33,670 shares in the company, valued at approximately $500,672.90. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Marc S. Lipschultz purchased 69,663 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were purchased at an average price of $15.06 per share, with a total value of $1,049,124.78. Following the completion of the purchase, the chief executive officer directly owned 79,000 shares of the company’s stock, valued at $1,189,740. The trade was a 746.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 395,670 shares of company stock worth $5,952,393 in the last 90 days. Company insiders own 27.44% of the company’s stock.

Institutional Trading of Blue Owl Capital

A number of institutional investors have recently modified their holdings of OWL. Capital World Investors increased its position in Blue Owl Capital by 1.4% during the 3rd quarter. Capital World Investors now owns 85,216,556 shares of the company’s stock worth $1,442,725,000 after purchasing an additional 1,143,201 shares in the last quarter. Vanguard Group Inc. increased its position in shares of Blue Owl Capital by 7.9% in the third quarter. Vanguard Group Inc. now owns 67,916,888 shares of the company’s stock worth $1,149,833,000 after acquiring an additional 4,968,526 shares in the last quarter. Capital International Investors lifted its holdings in shares of Blue Owl Capital by 3.5% during the 3rd quarter. Capital International Investors now owns 62,726,334 shares of the company’s stock valued at $1,061,999,000 after acquiring an additional 2,141,873 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Blue Owl Capital by 8.4% during the 3rd quarter. Bank of America Corp DE now owns 22,563,953 shares of the company’s stock valued at $382,008,000 after acquiring an additional 1,751,024 shares in the last quarter. Finally, Boston Partners boosted its position in Blue Owl Capital by 121.9% during the 3rd quarter. Boston Partners now owns 12,153,776 shares of the company’s stock worth $205,493,000 after purchasing an additional 6,677,610 shares during the period. Hedge funds and other institutional investors own 35.85% of the company’s stock.

More Blue Owl Capital News

Here are the key news stories impacting Blue Owl Capital this week:

• Negative Sentiment: Numerous plaintiff firms have filed or are soliciting plaintiffs in securities class actions against Blue Owl covering the same class period and are urging investors to apply for lead-plaintiff status before the February 2, 2026 deadline — this concentrates legal risk and increases the probability of future settlements or judgments that could hurt EPS and equity value. Blue Owl Capital Inc. Securities Fraud Class Action Lawsuit Pending (Levi & Korsinsky)
• Negative Sentiment: Multiple additional firms (Faruqi & Faruqi, Schall, DJS, Rosen, Pomerantz, Glancy Prongay & Murray, Bragar Eagel & Squire, Johnson Fistel, Portnoy) are publicly soliciting clients and lead-plaintiff motions — the broad legal attention increases litigation momentum and media scrutiny, which can pressure stock sentiment and prompt management disclosures or reserve-setting. INVESTOR NOTICE: Faruqi & Faruqi Investigates Claims (GlobeNewswire)
• Negative Sentiment: Short interest jumped in December to ~85.2M shares (a ~23.2% increase vs. mid-December), representing roughly 7.5% of shares and a ~7.6 days-to-cover ratio — this raises near-term downside pressure from short sellers and could increase volatility around any legal or operational developments. (source: market short interest release)

About Blue Owl Capital

Blue Owl Capital is a global alternative asset manager that focuses on private credit, direct lending and equity-related strategies for institutional investors. Headquartered in New York, the firm develops and manages a range of private markets products designed to provide capital solutions to middle-market and larger corporate borrowers, as well as liquidity and partnership arrangements with private equity firms and other alternative managers.

Its core activities include direct lending and credit strategies that provide senior, unitranche and other structured loan products to companies across industries.