Blue Owl Capital (NYSE:OWL) Coverage Initiated by Analysts at Wells Fargo & Company

Key Points

• Wells Fargo initiated coverage of Blue Owl Capital with an “equal weight” rating and a $10 price target, implying approximately 9.78% upside from the reported $9.11 share price.
• Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and an average price target of $13.56, although many analysts maintain hold ratings.
• Blue Owl’s latest quarterly results met expectations, reporting $0.22 in adjusted EPS and $693.56 million in revenue; institutional investors currently own about 35.85% of the company.

Research analysts at Wells Fargo & Company initiated coverage on shares of Blue Owl Capital (NYSE:OWL - Get Free Report) in a research note issued to investors on Friday, MarketBeat reports. The firm set an "equal weight" rating and a $10.00 price target on the stock. Wells Fargo & Company's target price suggests a potential upside of 9.78% from the company's current price.

A number of other research firms have also weighed in on OWL. Keefe, Bruyette & Woods raised shares of Blue Owl Capital to a "hold" rating in a research note on Monday, July 20th. UBS Group reiterated a "neutral" rating and issued a $9.50 target price on shares of Blue Owl Capital in a research note on Thursday, June 11th. Credit Suisse Group set a $9.10 target price on shares of Blue Owl Capital in a report on Thursday, July 2nd. Citigroup reissued a "market outperform" rating on shares of Blue Owl Capital in a research report on Thursday, September 24th. Finally, Barclays boosted their price target on shares of Blue Owl Capital from $9.00 to $10.00 and gave the stock an "equal weight" rating in a report on Friday, July 31st. One 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 data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $13.56.

Blue Owl Capital Trading Up 1.8%

Shares of OWL opened at $9.11 on Friday. Blue Owl Capital has a 12 month low of $7.95 and a 12 month high of $17.33. The firm's fifty day simple moving average is $10.88 and its two-hundred day simple moving average is $9.91. The stock has a market capitalization of $14.20 billion, a P/E ratio of 75.91, a price-to-earnings-growth ratio of 0.99 and a beta of 1.35.

Blue Owl Capital (NYSE:OWL - Get Free Report) last released its earnings results on Thursday, July 30th. The company reported $0.22 EPS for the quarter, hitting the consensus estimate of $0.22. The business had revenue of $693.56 million during the quarter, compared to analysts' expectations of $693.15 million. Blue Owl Capital had a return on equity of 23.14% and a net margin of 2.71%. As a group, research analysts predict that Blue Owl Capital will post 0.88 EPS for the current fiscal year.

Institutional Investors Weigh In On Blue Owl Capital

A number of hedge funds have recently made changes to their positions in the business. Burk Holdings LLC bought a new stake in Blue Owl Capital in the second quarter worth about $27,000. Essential Partners LLC grew its position in shares of Blue Owl Capital by 739.7% during the 1st quarter. Essential Partners LLC now owns 3,216 shares of the company's stock valued at $29,000 after acquiring an additional 2,833 shares during the period. CX Institutional grew its position in shares of Blue Owl Capital by 881.5% during the 2nd quarter. CX Institutional now owns 3,396 shares of the company's stock valued at $30,000 after acquiring an additional 3,050 shares during the period. Allworth Financial LP purchased a new stake in shares of Blue Owl Capital during the 2nd quarter worth approximately $42,000. Finally, Center for Financial Planning Inc. increased its stake in shares of Blue Owl Capital by 2,100.0% during the 1st quarter. Center for Financial Planning Inc. now owns 4,400 shares of the company's stock worth $40,000 after purchasing an additional 4,200 shares during the last quarter. 35.85% of the stock is currently owned by institutional investors.

Key Blue Owl Capital News

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

• Positive Sentiment: Withdrawal requests at Blue Owl’s flagship private-credit fund reportedly slowed for the second consecutive quarter, suggesting that the recent turmoil in private credit may be easing. Blue Owl flagship fund withdrawal requests slow as private credit turmoil eases
• Positive Sentiment: Analysts maintain an overall “Moderate Buy” rating on OWL, with seven buy ratings, one strong-buy rating and eight hold ratings among 16 covering brokerages. The rating provides some support, although the large number of holds signals limited conviction. Blue Owl Capital receives Moderate Buy rating
• Neutral Sentiment: Blue Owl said it will report third-quarter 2026 results before the market opens on October 29, followed by a conference call. Investors will likely look for updates on fundraising, fund redemptions, fee revenue and credit performance. Blue Owl Capital to announce third-quarter results
• Neutral Sentiment: Blue Owl’s affiliated investment companies, Blue Owl Capital Corporation (OBDC) and Blue Owl Technology Finance Corp. (OTF), scheduled their third-quarter earnings releases for November 4. These events could provide additional insight into the health of the company’s lending portfolio. OBDC earnings announcement OTF earnings announcement
• Negative Sentiment: Blue Owl is maintaining a 5% tender cap on two business-development/private-credit funds because withdrawal requests remain elevated and well above the limit. Investors who cannot fully redeem may view the restrictions as a sign of liquidity stress, potentially weighing on OWL’s valuation and future management fees. Two Blue Owl private-credit funds see redemption requests above 5%

About Blue Owl Capital

Blue Owl Capital Inc NYSE: OWL is a global alternative asset manager that provides private-market investment solutions to institutional investors, financial professionals and private wealth clients. The company manages capital across credit, real assets and other alternative investment strategies.

Its credit business focuses on areas such as direct lending, technology lending and opportunistic credit, providing financing to middle-market companies and other borrowers. Blue Owl's GP Strategic Capital business supplies long-term capital solutions to private-market investment managers, while its real estate platform invests in strategies including net lease and real estate credit.

Blue Owl was formed in 2020 through the combination of Owl Rock Capital Partners and Dyal Capital Partners and became a publicly traded company in 2021.

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