Blue Owl Capital Inc. (NYSE:OWL) Receives Average Rating of “Moderate Buy” from Analysts

Blue Owl Capital Inc. (NYSE:OWL) has earned a consensus rating of “Moderate Buy” from the sixteen research firms that are covering the stock, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation, eight have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $20.7833.

A number of equities research analysts have commented on OWL shares. Barclays decreased their price objective on Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating for the company in a research report on Friday, January 9th. UBS Group decreased their price target on shares of Blue Owl Capital from $18.00 to $16.50 and set a “neutral” rating for the company in a report on Tuesday, January 13th. Zacks Research lowered shares of Blue Owl Capital from a “hold” rating to a “strong sell” rating in a research note on Tuesday. Raymond James Financial upgraded shares of Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 target price for the company in a research report on Wednesday, December 10th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Blue Owl Capital in a report on Wednesday, January 21st.

Key Stories Impacting Blue Owl Capital

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

• Positive Sentiment: Piper Sandler reaffirmed a Buy rating on OWL, which could provide some analyst support amid the selling pressure. Piper Sandler Keeps Their Buy Rating on Blue Owl Capital (OWL)
• Positive Sentiment: Blue Owl is pursuing Australian private‑credit and partnership opportunities, signaling growth/expansion of fee‑earning businesses outside the U.S. that could help earnings longer term. Blue Owl Capital Targets Australian Growth In Private Credit And Partnerships
• Neutral Sentiment: Street previews expect earnings growth into the next report, so fundamental expectations aren’t collapsing — near‑term results will be watched closely. Blue Owl Capital Inc. (OWL) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Multiple law firms have filed or alerted investors about a class action (lead‑plaintiff deadline Feb. 2, 2026) alleging undisclosed liquidity problems tied to BDC redemptions — heightened legal risk and headline volume are pressuring the stock. Representative filing/notice: Blue Owl Investors Have Opportunity to Lead Class Action Lawsuit
• Negative Sentiment: Reporting indicates investors pulled ~15% of assets from a tech‑focused Blue Owl fund, highlighting real redemptions and possible liquidity strain for the firm’s BDCs/funds. Blue Owl Investors Pull 15% of Assets From Tech-Focused Fund
• Negative Sentiment: Zacks Research downgraded OWL from Hold to Strong Sell, adding analyst‑rating pressure amid the legal and redemption headlines. Zacks Downgrade

Blue Owl Capital Stock Performance

NYSE OWL opened at $13.63 on Friday. The firm’s 50 day moving average price is $15.39 and its two-hundred day moving average price is $16.87. Blue Owl Capital has a twelve month low of $13.25 and a twelve month high of $26.35. The stock has a market cap of $21.26 billion, a price-to-earnings ratio of 227.20, a PEG ratio of 1.19 and a beta of 1.13.

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

Insider Transactions at Blue Owl Capital

In other news, CFO Alan Kirshenbaum purchased 33,670 shares of Blue Owl Capital stock in a transaction dated Monday, December 1st. The stock was acquired at an average cost of $14.87 per share, for a total transaction of $500,672.90. Following the acquisition, the chief financial officer directly owned 33,670 shares in the company, valued at $500,672.90. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Marc S. Lipschultz acquired 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, for a total transaction of $1,049,124.78. Following the acquisition, 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 position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have bought 395,670 shares of company stock worth $5,952,393. 27.20% of the stock is owned by company insiders.

Institutional Trading of Blue Owl Capital

Institutional investors have recently added to or reduced their stakes in the business. Insigneo Advisory Services LLC increased its stake in shares of Blue Owl Capital by 2.7% during the 2nd quarter. Insigneo Advisory Services LLC now owns 19,521 shares of the company’s stock worth $375,000 after purchasing an additional 516 shares during the last quarter. Nisa Investment Advisors LLC increased its position in Blue Owl Capital by 7.3% during the third quarter. Nisa Investment Advisors LLC now owns 10,011 shares of the company’s stock worth $169,000 after buying an additional 685 shares during the last quarter. Park Avenue Securities LLC raised its holdings in Blue Owl Capital by 5.6% during the third quarter. Park Avenue Securities LLC now owns 13,149 shares of the company’s stock valued at $223,000 after buying an additional 699 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in Blue Owl Capital by 6.3% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 12,195 shares of the company’s stock valued at $239,000 after buying an additional 724 shares in the last quarter. Finally, Kaizen Financial Strategies lifted its position in shares of Blue Owl Capital by 5.9% in the second quarter. Kaizen Financial Strategies now owns 13,155 shares of the company’s stock worth $253,000 after buying an additional 730 shares during the last quarter. 35.85% of the stock is currently owned by institutional investors and hedge funds.

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.