Blue Owl Capital (NYSE:OWL) Releases Earnings Results, Beats Expectations By $0.01 EPS

Blue Owl Capital (NYSE:OWL) released its quarterly earnings data on Thursday. The company reported $0.24 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.01, FiscalAI reports. The firm had revenue of $752.60 million during the quarter, compared to the consensus estimate of $698.10 million. Blue Owl Capital had a return on equity of 23.14% and a net margin of 2.71%.

Here are the key takeaways from Blue Owl Capital’s conference call:

• Strong earnings and dividend coverage: Third-quarter fee-related earnings rose 15% year over year and distributable earnings increased 14%, with DE of $0.24 per share exceeding the $0.23 dividend. Management expects to continue over-earning the dividend through 2027 and beyond.
• Fundraising and embedded fee growth remained robust: Blue Owl raised $12.6 billion in the quarter and $49 billion over the last 12 months, lifting AUM 12% to $330 billion. The company has $36 billion of AUM not yet paying fees, which management estimates could generate approximately $400 million in annual management fees once deployed.
• Credit performance and deployment opportunities were favorable: Direct lending and alternative credit returns outperformed relevant public benchmarks, while direct lending realized losses remained low at 12 basis points annually and portfolio health was described as stable. Higher rates and wider spreads are creating opportunities to redeploy repayments into potentially more attractive investments.
• Real assets and digital infrastructure are key growth areas: Real assets fundraising increased 37% over the last 12 months, with more than $140 billion of near-term net lease and digital infrastructure opportunities. Management emphasized long-term leases with investment-grade hyperscalers and expects continued demand for data-center and real estate credit strategies.
• Private wealth trends showed signs of recovery: Third-quarter wealth inflows rose 14% sequentially, while redemption requests for several products declined, including a nine-quarter low for ORENT. Management cited improving distribution activity, new platform launches, and stronger demand for diversified credit and real-asset products heading into 2027.

Blue Owl Capital Stock Performance

Shares of OWL stock traded up $0.70 on Thursday, hitting $10.37. The stock had a trading volume of 38,053,847 shares, compared to its average volume of 24,668,350. The stock’s 50 day moving average is $10.13 and its 200-day moving average is $10.42. The firm has a market capitalization of $16.16 billion, a price-to-earnings ratio of 86.39, a P/E/G ratio of 1.14 and a beta of 1.35. Blue Owl Capital has a 52-week low of $7.95 and a 52-week high of $17.00.

Blue Owl Capital Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 23rd. Stockholders of record on Tuesday, November 10th will be paid a $0.23 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $0.92 annualized dividend and a dividend yield of 8.9%. Blue Owl Capital’s dividend payout ratio is 766.67%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on OWL shares. Keefe, Bruyette & Woods raised shares of Blue Owl Capital to a “hold” rating in a research report on Monday, July 20th. Citigroup restated a “market outperform” rating on shares of Blue Owl Capital in a report on Thursday, September 24th. Piper Sandler decreased their price target on shares of Blue Owl Capital from $13.00 to $12.00 and set an “overweight” rating for the company in a research report on Monday, October 19th. HSBC set a $17.00 price target on Blue Owl Capital in a report on Thursday, September 24th. Finally, BMO Capital Markets cut their price objective on Blue Owl Capital from $12.00 to $11.00 and set an “outperform” rating on the stock in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Blue Owl Capital currently has an average rating of “Moderate Buy” and a consensus target price of $13.27.

Trending Headlines about Blue Owl Capital

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

• Positive Sentiment: Quarterly earnings and revenue beat estimates. Blue Owl reported third-quarter EPS of $0.24, ahead of the $0.23 consensus estimate, while revenue of $752.6 million exceeded expectations of $698.1 million. EPS also increased from $0.22 a year earlier. Blue Owl Capital Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Assets under management reached a record $330 billion. Blue Owl said it raised nearly $50 billion during the past 12 months, supporting expectations for future management-fee growth across its Credit, Real Assets and GP Strategic Capital platforms. Blue Owl Third-Quarter Profit Beats Estimates
• Positive Sentiment: Fee-related earnings and distributable earnings strengthened. The results indicated that growth was driven by recurring fee income, a favorable development for the company’s cash-generation capacity and dividend support. Blue Owl Capital Third-Quarter Growth Driven by Fee-Related Earnings
• Positive Sentiment: Blue Owl declared a quarterly dividend of $0.23 per share. The payment is scheduled for November 23 for shareholders of record on November 10, representing an annualized $0.92 dividend and an indicated yield of approximately 8.9%. Blue Owl Capital Third Quarter 2026 Results
• Neutral Sentiment: Fundraising momentum was strong, but investor flows warrant monitoring. Reports noted that redemptions weighed on some inflows, creating a potential near-term risk despite the record AUM. Blue Owl Fees Beat Estimates Though Redemptions Weigh on Inflows
• Negative Sentiment: An analyst at BMO Capital Markets lowered expectations for Blue Owl’s stock price, which could limit upside or temper enthusiasm following the earnings beat. BMO Capital Markets Lowers Expectations for Blue Owl Capital

About Blue Owl Capital

Blue Owl Capital Inc (NYSE: OWL) is an alternative asset manager that provides private-market investment solutions to institutional investors, financial professionals, and other clients. The company focuses on strategies designed to deliver income, long-term capital appreciation, and customized exposure to private markets.

Blue Owl operates across three primary platforms: Credit, GP Strategic Capital, and Real Estate. Its credit business provides private financing to companies, including direct lending and other asset-backed and specialty finance strategies.