Blue Owl Capital (NYSE:OWL) Stock Price Target Raised at Keefe, Bruyette & Woods

Blue Owl Capital (NYSE:OWL) had its price objective boosted by Keefe, Bruyette & Woods from $9.00 to $10.50 in a report released on Friday morning,Benzinga reports. The firm currently has a market perform rating on the stock.

A number of other research analysts have also recently weighed in on the stock. Barclays lifted their price objective on shares of Blue Owl Capital from $10.00 to $11.00 and gave the company an “equal weight” rating in a report on Friday. TD Cowen increased their target price on shares of Blue Owl Capital from $15.00 to $16.00 and gave the stock a “buy” rating in a research note on Monday, October 12th. Weiss Ratings restated a “hold (c-)” rating on shares of Blue Owl Capital in a research note on Monday, September 14th. Citigroup reaffirmed a “market outperform” rating on shares of Blue Owl Capital in a report on Thursday, September 24th. Finally, Wells Fargo & Company began coverage on Blue Owl Capital in a research report on Friday, October 2nd. They set an “equal weight” rating and a $10.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, Blue Owl Capital currently has a consensus rating of “Moderate Buy” and an average target price of $13.12.

Blue Owl Capital Price Performance

Shares of NYSE OWL opened at $10.32 on Friday. The stock has a market capitalization of $16.09 billion, a price-to-earnings ratio of 73.72, a PEG ratio of 1.27 and a beta of 1.35. The firm’s 50 day simple moving average is $10.08 and its 200-day simple moving average is $10.37. Blue Owl Capital has a 12 month low of $7.95 and a 12 month high of $17.00.

Blue Owl Capital (NYSE:OWL) last posted its earnings results on Thursday, October 29th. The company reported $0.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.01. Blue Owl Capital had a net margin of 3.08% and a return on equity of 24.26%. The firm had revenue of $752.60 million during the quarter, compared to analysts’ expectations of $698.10 million. Analysts anticipate that Blue Owl Capital will post 0.88 earnings per share for the current fiscal year.

Blue Owl Capital Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, November 23rd. Stockholders of record on Tuesday, November 10th will be given 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 (DPR) is 657.14%.

Institutional Trading of Blue Owl Capital

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Basso Capital Management L.P. lifted its position in shares of Blue Owl Capital by 31.8% in the third quarter. Basso Capital Management L.P. now owns 112,000 shares of the company’s stock valued at $1,018,000 after acquiring an additional 27,000 shares in the last quarter. Integras Partners LLC increased its position in shares of Blue Owl Capital by 3.0% during the third quarter. Integras Partners LLC now owns 224,729 shares of the company’s stock worth $2,043,000 after purchasing an additional 6,614 shares in the last quarter. Spectrum Wealth Advisory Group LLC increased its position in shares of Blue Owl Capital by 139.4% during the third quarter. Spectrum Wealth Advisory Group LLC now owns 27,134 shares of the company’s stock worth $247,000 after purchasing an additional 15,798 shares in the last quarter. SMH Capital Advisors Inc. acquired a new position in Blue Owl Capital in the 3rd quarter valued at $939,000. Finally, Greenleaf Trust raised its stake in Blue Owl Capital by 9.4% in the 3rd quarter. Greenleaf Trust now owns 13,158 shares of the company’s stock valued at $120,000 after purchasing an additional 1,134 shares during the last quarter. Hedge funds and other institutional investors own 35.85% of the company’s stock.

Key Stories Impacting Blue Owl Capital

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

• Positive Sentiment: Q3 results exceeded expectations: Blue Owl reported earnings of $0.24 per share versus consensus estimates of $0.22–$0.23, while revenue reached $752.6 million compared with estimates of $698.1 million. The results were driven largely by growth in fee-related earnings. Blue Owl Capital Inc. Third Quarter 2026 Results
• Positive Sentiment: Assets and fundraising reached records: Assets under management rose to approximately $330 billion, while the firm raised nearly $50 billion over the past 12 months, including a record institutional quarter. Strong fundraising can support future management fees and earnings growth. Blue Owl posts record institutional quarter
• Positive Sentiment: High dividend remains a support: Blue Owl declared a quarterly dividend of $0.23 per share, equivalent to $0.92 annually and an indicated yield of about 8.9%. The dividend is payable November 23 to shareholders of record November 10. Blue Owl Reports Third Quarter 2026 Results
• Neutral Sentiment: Analysts raised targets but remain cautious: Wells Fargo and Barclays increased their targets to $11, while Keefe, Bruyette & Woods lifted its target to $10.50. All maintained neutral-equivalent ratings. Deutsche Bank raised its target to $10 but retained a Hold rating, signaling limited conviction.
• Negative Sentiment: Fundraising timing and flows are risks: Blue Owl’s latest GP-stakes fund close may slip into the first quarter of 2027. Reports also indicate that redemptions weighed on inflows, raising concerns about the pace and predictability of future asset growth. Blue Owl’s latest GP stakes fund close may slip

Blue Owl Capital Company Profile

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.