Blue Owl Capital (NYSE:OWL) Rating Lowered to Strong Sell at Zacks Research

Posted by Trevor Kearing on Jan 29th, 2026

Blue Owl Capital (NYSE:OWL – Get Free Report) was downgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued on Tuesday,Zacks.com reports.

A number of other brokerages have also recently weighed in on OWL. Evercore ISI dropped their target price on shares of Blue Owl Capital from $19.00 to $17.00 and set an “outperform” rating on the stock in a report on Thursday, January 22nd. Wolfe Research set a $20.00 price objective on Blue Owl Capital in a research note on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Blue Owl Capital in a research note on Wednesday, January 21st. Citigroup reiterated an “outperform” rating on shares of Blue Owl Capital in a research report on Tuesday. Finally, JPMorgan Chase & Co. lifted their price objective on Blue Owl Capital from $21.50 to $22.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $20.78.

Check Out Our Latest Analysis on Blue Owl Capital

Blue Owl Capital Stock Performance

OWL stock traded down $0.01 during midday trading on Tuesday, reaching $14.49. The stock had a trading volume of 1,723,213 shares, compared to its average volume of 10,431,152. The stock has a market cap of $22.60 billion, a PE ratio of 242.46, a P/E/G ratio of 1.24 and a beta of 1.13. Blue Owl Capital has a 52-week low of $13.25 and a 52-week high of $26.35. The firm has a fifty day simple moving average of $15.39 and a two-hundred day simple moving average of $16.93.

Blue Owl Capital (NYSE:OWL – Get Free Report) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.22 EPS for the quarter, hitting analysts’ consensus estimates of $0.22. Blue Owl Capital had a return on equity of 20.05% and a net margin of 1.89%.The company had revenue of $687.00 million for the quarter, compared to analysts’ expectations of $685.95 million. On average, sell-side analysts predict that Blue Owl Capital will post 0.92 EPS for the current fiscal year.

Insider Transactions at Blue Owl Capital

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

Hedge Funds Weigh In On Blue Owl Capital

Institutional investors have recently bought and sold shares of the business. Roxbury Financial LLC grew its position in Blue Owl Capital by 383.6% during 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 boosted its stake in Blue Owl Capital by 117.0% during the third quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock worth $27,000 after buying an additional 867 shares during the period. Halbert Hargrove Global Advisors LLC increased its position in shares of Blue Owl Capital by 83.5% during the fourth quarter. Halbert Hargrove Global Advisors LLC now owns 2,000 shares of the company’s stock worth $30,000 after acquiring an additional 910 shares during the period. Activest Wealth Management purchased a new position in Blue Owl Capital in the third quarter valued at about $50,000. Finally, MorganRosel Wealth Management LLC purchased a new stake in shares of Blue Owl Capital during the second quarter valued at $51,000. Institutional investors and hedge funds own 35.85% of the company’s stock.

Trending Headlines about Blue Owl Capital

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

Positive Sentiment: Some market commentary is cautiously positive ahead of Q4 results, suggesting potential upside if earnings/guide beat expectations. Encouraging sentiment for Blue Owl (OWL) after Q4 preview
Positive Sentiment: At least one contrarian analyst piece argues OWL could be a buy at current depressed levels, which may attract value seekers if sentiment stabilizes. My Ultimate Contrarian Bet For 2026: Blue Owl Capital
Neutral Sentiment: Calendar note — Blue Owl is projected to report/has an upcoming earnings print (could be a catalyst either way). Blue Owl Capital (OWL) Projected to Post Earnings on Thursday
Negative Sentiment: Multiple law firms have filed notices and are soliciting lead‑plaintiff candidates in a federal securities class action covering Feb. 6, 2025–Nov. 16, 2025, with a Feb. 2, 2026 deadline — this persistent legal overhang is weighing on sentiment and could drive litigation costs or settlements. DEADLINE NEXT WEEK: Blue Owl Capital Inc. Investors…Robbins Geller Rudman & Dowd LLP
Negative Sentiment: A Zacks downgrade to “strong sell” increases sell‑side pressure and may accelerate outflows from retail and quant funds that use these signals. Zacks.com
Negative Sentiment: An investment manager disclosed selling roughly $10.1M of OWL (645k shares), reducing its position and removing Blue Owl from the fund’s top five holdings — institutional selling can pressure the ticker, especially given thin buyer appetite at current levels. Investment Manager Sells $10.1 Million Worth of Blue Owl Stock

Blue Owl Capital Company Profile

(Get Free Report)

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.