Blue Owl Capital Inc. (NYSE:OWL) to Issue Quarterly Dividend of $0.23

Blue Owl Capital Inc. (NYSE:OWL) declared a quarterly dividend on Thursday, February 5th. Shareholders of record on Friday, February 20th will be paid a dividend of 0.225 per share on Monday, March 2nd. This represents a c) dividend on an annualized basis and a yield of 7.8%. The ex-dividend date of this dividend is Friday, February 20th.

Blue Owl Capital has a payout ratio of 85.7% meaning its dividend is currently covered by earnings, but may not be in the future if the company’s earnings decline. Equities analysts expect Blue Owl Capital to earn $1.13 per share next year, which means the company should continue to be able to cover its $0.90 annual dividend with an expected future payout ratio of 79.6%.

Blue Owl Capital Price Performance

Shares of NYSE:OWL opened at $11.60 on Friday. Blue Owl Capital has a 1-year low of $10.88 and a 1-year high of $25.89. The firm’s 50 day simple moving average is $15.20 and its two-hundred day simple moving average is $16.65. The company has a market capitalization of $18.08 billion, a P/E ratio of 193.28, a P/E/G ratio of 1.02 and a beta of 1.11.

Blue Owl Capital (NYSE:OWL) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.24 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.02. The business had revenue of $701.47 million during the quarter, compared to the consensus estimate of $712.75 million. Blue Owl Capital had a return on equity of 20.05% and a net margin of 1.89%. On average, sell-side analysts anticipate that Blue Owl Capital will post 0.92 earnings per share for the current fiscal year.

Key Blue Owl Capital News

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

• Positive Sentiment: Q4 earnings beat and fundraising/AUM momentum — Blue Owl reported Q4 EPS of $0.24 vs. $0.22 consensus, highlighted record fundraising and said assets under management exceeded $300 billion, signaling continued client demand and fee growth potential. PR Newswire: Q4 Results
• Positive Sentiment: Dividend declared — Blue Owl announced a quarterly cash dividend of $0.225 per share (annualized yield reported ~7.8%); ex-dividend and record dates set for Feb. 20 and payment on Mar. 2, which supports income-focused holders. (Company release)
• Positive Sentiment: Business expansion and margin targets — Management is pushing for a 58.5% FRE margin target for 2026 and is expanding digital infrastructure and alternative credit platforms, which should help fee margin leverage if execution holds. MSN: FRE margin target
• Neutral Sentiment: Portfolio/business update & management messaging — Leadership is trying to refocus investors on performance and has publicly downplayed risks that AI will rapidly “deputize” away software businesses in its portfolio; this is intended to calm sentiment but is not an immediate earnings driver. WSJ: Refocus on performance
• Neutral Sentiment: Active options flow — There was earlier heavy call buying (approx. 60,416 calls) and later a surge in puts; the mixed, elevated derivatives activity indicates hedging/speculation and greater near-term volatility risk. (Market options reports)
• Negative Sentiment: Large surge in put buying — Traders purchased roughly 94,485 put contracts (a ~240% jump vs. average), signaling increased bearish bets or hedging that can amplify downward pressure on the share price. (Market options reports)
• Negative Sentiment: Controversial property sale — A Blue Owl fund sold a Pennsylvania warehouse to the Department of Homeland Security/ICE for about $120 million; potential reputational and political risk from the buyer could concern some investors and stakeholders. The Real Deal: Warehouse sale to ICE
• Negative Sentiment: Share-price pressure and reassessment — The stock has declined materially over the last year (~49% slide referenced by analysts), prompting investor reassessment of valuation and growth prospects which can sustain selling momentum. Yahoo Finance: Reassessing OWL

Blue Owl Capital Company Profile

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.