Blue Owl Capital Inc. $OWL Shares Acquired by Truist Financial Corp

Truist Financial Corp increased its holdings in shares of Blue Owl Capital Inc. (NYSE:OWL) by 7.8% during the third quarter, HoldingsChannel.com reports. The fund owned 1,062,214 shares of the company’s stock after buying an additional 76,942 shares during the period. Truist Financial Corp’s holdings in Blue Owl Capital were worth $17,983,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. Norges Bank purchased a new position in Blue Owl Capital in the 2nd quarter worth approximately $183,294,000. HMI Capital Management L.P. grew its position in shares of Blue Owl Capital by 276.8% in the second quarter. HMI Capital Management L.P. now owns 5,704,480 shares of the company’s stock valued at $109,583,000 after purchasing an additional 4,190,380 shares in the last quarter. Qube Research & Technologies Ltd increased its holdings in shares of Blue Owl Capital by 587.0% in the second quarter. Qube Research & Technologies Ltd now owns 3,033,874 shares of the company’s stock valued at $58,281,000 after purchasing an additional 2,592,231 shares during the last quarter. Vanguard Group Inc. lifted its position in Blue Owl Capital by 4.2% during the second quarter. Vanguard Group Inc. now owns 62,948,362 shares of the company’s stock worth $1,209,238,000 after buying an additional 2,535,475 shares in the last quarter. Finally, Marshall Wace LLP boosted its stake in Blue Owl Capital by 121.5% during the second quarter. Marshall Wace LLP now owns 4,178,531 shares of the company’s stock worth $80,270,000 after buying an additional 2,291,994 shares during the last quarter. Hedge funds and other institutional investors own 35.85% of the company’s stock.

Analyst Upgrades and Downgrades

OWL has been the subject of several analyst reports. Evercore ISI dropped their target price on Blue Owl Capital from $19.00 to $17.00 and set an “outperform” rating for the company in a report on Thursday, January 22nd. Oppenheimer reissued an “outperform” rating and set a $27.00 price target on shares of Blue Owl Capital in a research report on Tuesday, January 20th. Raymond James Financial raised shares of Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 price objective for the company in a report on Wednesday, December 10th. Wolfe Research set a $20.00 target price on shares of Blue Owl Capital in a research note on Wednesday, January 7th. Finally, TD Cowen reiterated a “buy” rating on shares of Blue Owl Capital in a report on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $20.78.

Blue Owl Capital Price Performance

Shares of OWL stock opened at $13.63 on Friday. The firm has a market cap of $21.26 billion, a PE ratio of 227.20, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. The company has a 50-day moving average of $15.39 and a two-hundred day moving average of $16.87. Blue Owl Capital Inc. has a 1-year low of $13.25 and a 1-year high of $26.35.

Blue Owl Capital (NYSE:OWL) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.22 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.22. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. The business had revenue of $687.00 million for the quarter, compared to the consensus estimate of $685.95 million. Sell-side analysts anticipate that Blue Owl Capital Inc. will post 0.92 EPS for the current fiscal year.

Trending Headlines about 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

Insider Activity at Blue Owl Capital

In related news, CEO Douglas I. Ostrover bought 139,327 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 $2,098,264.62. Following the acquisition, the chief executive officer owned 158,000 shares of the company’s stock, valued at approximately $2,379,480. This trade represents a 746.14% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Marc S. Lipschultz purchased 69,663 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were purchased at an average price of $15.06 per share, for a total transaction 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. This represents a 746.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 395,670 shares of company stock worth $5,952,393 over the last quarter. Company insiders own 27.20% of the company’s stock.

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.