North Star Investment Management Corp. Takes $1.07 Million Position in Blue Owl Capital Inc. $OWL

North Star Investment Management Corp. bought a new stake in Blue Owl Capital Inc. (NYSE:OWL) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 71,570 shares of the company’s stock, valued at approximately $1,069,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Roxbury Financial LLC raised its position in Blue Owl Capital by 383.6% in the 4th quarter. Roxbury Financial LLC now owns 1,765 shares of the company’s stock valued at $26,000 after purchasing an additional 1,400 shares during the last quarter. Parkside Financial Bank & Trust raised its position in Blue Owl Capital by 117.0% in the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock valued at $27,000 after purchasing an additional 867 shares during the last quarter. Halbert Hargrove Global Advisors LLC raised its position in Blue Owl Capital by 83.5% in the 4th quarter. Halbert Hargrove Global Advisors LLC now owns 2,000 shares of the company’s stock valued at $30,000 after purchasing an additional 910 shares during the last quarter. Activest Wealth Management purchased a new stake in Blue Owl Capital in the 3rd quarter valued at $50,000. Finally, Headlands Technologies LLC purchased a new stake in Blue Owl Capital in the 2nd quarter valued at $51,000. Hedge funds and other institutional investors own 35.85% of the company’s stock.

Blue Owl Capital Stock Performance

Shares of OWL opened at $9.74 on Friday. The stock has a market capitalization of $15.13 billion, a P/E ratio of 97.36, a P/E/G ratio of 0.97 and a beta of 1.21. The company’s fifty day moving average is $9.40 and its two-hundred day moving average is $13.06. Blue Owl Capital Inc. has a 1 year low of $7.95 and a 1 year high of $21.08.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.19 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.19. The company had revenue of $699.88 million for the quarter, compared to analysts’ expectations of $687.23 million. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. Sell-side analysts predict that Blue Owl Capital Inc. will post 0.9 EPS for the current year.

Blue Owl Capital Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th will be paid a $0.23 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $0.92 annualized dividend and a yield of 9.5%. This is an increase from Blue Owl Capital’s previous quarterly dividend of $0.23. Blue Owl Capital’s dividend payout ratio is presently 900.00%.

Analyst Ratings Changes

Several analysts recently commented on OWL shares. TD Cowen reduced their price target on shares of Blue Owl Capital from $16.00 to $14.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. Raymond James Financial restated a “strong-buy” rating on shares of Blue Owl Capital in a research report on Thursday, February 19th. The Goldman Sachs Group dropped their price target on Blue Owl Capital from $14.00 to $9.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 7th. Zacks Research cut Blue Owl Capital from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Finally, Wolfe Research set a $20.00 price target on Blue Owl Capital in a research report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $15.13.

More Blue Owl Capital News

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

• Positive Sentiment: Q1 results showed stronger fee-related and distributable earnings, revenue growth and AUM expansion (AUM ~ $314–315B), which reassures investors worried about private-credit weakness and supports recurring fee outlook. Blue Owl’s profit beats on higher fee-related earnings, AUM reaches $315 billion
• Positive Sentiment: Management disclosed it sold roughly half of its SpaceX stake at a $1.25T valuation and said the investment returned ~10x — a realized win that materially boosts reported returns and investor confidence ahead of SpaceX’s IPO. Blue Owl sold about half its SpaceX holding
• Positive Sentiment: Board declared a quarterly dividend of $0.23 per share (annualized yield ~9.5%), signaling management’s commitment to cash returns and making the stock more attractive to income-focused buyers.
• Positive Sentiment: Unusually large call-option activity (big uptick in call purchases) and reported Q1 share repurchases indicate speculative and institutional interest into the print — adding upside momentum intraday.
• Neutral Sentiment: Management’s full earnings-call transcript provides detail on segment performance, fundraising and capital-allocation priorities — useful for modeling future fee growth but not a single-day catalyst beyond the headlines. Q1 2026 Earnings Call Transcript
• Negative Sentiment: JPMorgan trimmed its price target to $10.50 and moved to neutral, reflecting continued analyst skepticism about the sustainability of private-credit growth — this caps upside for some investors. Price Target Lowered to $10.50 at JPMorgan
• Negative Sentiment: Litigation and shareholder actions: a stockholder suit alleges $414M in excessive fees tied to the adviser, and a separate investor notice highlights an OCIC (Blue Owl Credit Income Corp.) investigation — potential legal/ reputational overhangs. Stockholder sues Blue Owl adviser OCIC investors investigation notice

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.