Barclays Forecasts Strong Price Appreciation for Blue Owl Capital (NYSE:OWL) Stock

Key Points

• Barclays raised its Blue Owl Capital price target from $10 to $11 while maintaining an “equal weight” rating, implying approximately 5.35% upside from the stock’s $10.44 price.
• Analyst sentiment is more positive overall, with a consensus “Moderate Buy” rating and $13.21 price target; estimates include one Strong Buy, seven Buys, and nine Holds.
• Blue Owl exceeded quarterly expectations, reporting $0.24 in EPS versus $0.23 expected and revenue of $752.6 million versus $698.1 million, while assets under management reached a record $330 billion.

Blue Owl Capital (NYSE:OWL - Get Free Report) had its price target increased by investment analysts at Barclays from $10.00 to $11.00 in a note issued to investors on Friday, Benzinga reports. The firm currently has an "equal weight" rating on the stock. Barclays's target price would indicate a potential upside of 5.35% from the stock's current price.

OWL has been the topic of a number of other research reports. TD Cowen boosted their price target on Blue Owl Capital from $15.00 to $16.00 and gave the company a "buy" rating in a report on Monday, October 12th. HSBC set a $17.00 target price on shares of Blue Owl Capital in a research note on Thursday, September 24th. BMO Capital Markets dropped their price target on shares of Blue Owl Capital from $12.00 to $11.00 and set an "outperform" rating on the stock in a research note on Tuesday. The Goldman Sachs Group increased their target price on Blue Owl Capital from $9.50 to $10.50 and gave the company a "neutral" rating in a research note on Monday, August 3rd. Finally, Weiss Ratings restated a "hold (c-)" rating on shares of Blue Owl Capital in a research note on Monday, September 14th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $13.21.

Blue Owl Capital Price Performance

Shares of OWL traded up $0.03 during trading hours on Friday, hitting $10.44. The company's stock had a trading volume of 2,460,282 shares, compared to its average volume of 24,560,006. The business has a 50 day simple moving average of $10.10 and a two-hundred day simple moving average of $10.39. The company has a market cap of $16.28 billion, a price-to-earnings ratio of 87.25, a PEG ratio of 1.18 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 (NYSE:OWL - Get Free Report) last posted its quarterly earnings data 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. The company had revenue of $752.60 million during the quarter, compared to analyst estimates of $698.10 million. Blue Owl Capital had a return on equity of 23.14% and a net margin of 2.71%. Research analysts predict that Blue Owl Capital will post 0.88 earnings per share for the current year.

Institutional Trading of Blue Owl Capital

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Bank of New York Mellon Corp bought a new stake in Blue Owl Capital during the second quarter valued at about $54,883,000. Renaissance Technologies LLC raised its stake in shares of Blue Owl Capital by 2,107.1% in the first quarter. Renaissance Technologies LLC now owns 6,065,200 shares of the company's stock worth $55,375,000 after purchasing an additional 5,790,400 shares during the last quarter. Estuary Capital Management LP lifted its position in Blue Owl Capital by 338.9% during the first quarter. Estuary Capital Management LP now owns 4,197,297 shares of the company's stock valued at $38,321,000 after purchasing an additional 3,241,040 shares during the period. Lalia Capital LLC purchased a new stake in Blue Owl Capital in the 2nd quarter worth approximately $34,952,000. Finally, OMERS ADMINISTRATION Corp purchased a new position in Blue Owl Capital in the second quarter valued at $34,481,000. 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 earnings and revenue beat estimates. Blue Owl reported adjusted earnings of $0.24 per share, above the $0.23 consensus estimate, while revenue reached $752.6 million versus expectations of $698.1 million. Earnings also increased from $0.22 per share in the year-ago quarter. Blue Owl Capital Q3 earnings and revenue beat estimates
• Positive Sentiment: Fee-related earnings drove growth. Reports characterized third-quarter growth as being led by higher fee-related earnings, a favorable development because these recurring management fees are generally viewed as a more durable source of profitability. Blue Owl Capital 3Q growth driven by fee-related earnings
• Positive Sentiment: Assets under management reached a record $330 billion. Blue Owl said it raised nearly $50 billion during the past 12 months, with capital growth and investment appreciation contributing to the record AUM level. Blue Owl Capital stock rises on earnings beat and higher AUM
• Positive Sentiment: The quarterly dividend was maintained at $0.23 per share. The payment is scheduled for November 23 for shareholders of record on November 10, equivalent to $0.92 annually and an indicated yield of approximately 8.9%. Blue Owl Capital third-quarter 2026 results
• Neutral Sentiment: Some investors may remain focused on fundraising quality. Although AUM and capital raising were strong, reports noted that redemptions weighed on inflows, potentially tempering the outlook for net new money. Blue Owl fees beat estimates though redemptions weigh on inflows
• Negative Sentiment: BMO Capital Markets lowered its price expectations for OWL. The downgrade in expectations could limit upside sentiment despite the company’s quarterly 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.