Blue Owl Capital (NYSE:OWL) Given New $11.00 Price Target at Wells Fargo & Company

Key Points

• Wells Fargo raised Blue Owl Capital’s price target from $10.00 to $11.00 while maintaining an “equal weight” rating, implying 6.64% upside from the prior close. The broader analyst consensus is “Moderate Buy,” with an average target of $13.12.
• Blue Owl exceeded third-quarter expectations, reporting $0.24 in EPS versus $0.23 expected and $752.6 million in revenue versus $698.1 million forecast. Assets under management reached a record $330 billion, although client redemptions weighed on net inflows.
• The stock fell 0.9% to $10.31 in Friday trading, while the company declared a quarterly dividend of $0.23 per share, equivalent to an approximately 8.9% annualized yield at the cited share price.

Blue Owl Capital (NYSE:OWL - Get Free Report) had its price target upped by Wells Fargo & Company from $10.00 to $11.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has an "equal weight" rating on the stock. Wells Fargo & Company's target price would indicate a potential upside of 6.64% from the stock's previous close.

Other analysts have also issued reports about the company. Keefe, Bruyette & Woods raised their price target on Blue Owl Capital from $9.00 to $10.50 and gave the stock a "market perform" rating in a research note on Friday. Capital One Financial set a $12.00 price target on shares of Blue Owl Capital in a research report on Monday, August 3rd. Citigroup reissued a "market outperform" rating on shares of Blue Owl Capital in a research note on Thursday, September 24th. HSBC set a $17.00 price objective on shares of Blue Owl Capital in a research note on Thursday, September 24th. Finally, Barclays upped their price target on shares of Blue Owl Capital from $10.00 to $11.00 and gave the stock an "equal weight" rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $13.12.

Blue Owl Capital Trading Down 0.9%

NYSE OWL traded down $0.10 during trading hours on Friday, reaching $10.31. The company had a trading volume of 13,467,253 shares, compared to its average volume of 24,605,740. Blue Owl Capital has a 1-year low of $7.95 and a 1-year high of $17.00. The stock has a 50-day moving average of $10.10 and a 200 day moving average of $10.39. The stock has a market capitalization of $16.08 billion, a P/E ratio of 85.88, a price-to-earnings-growth ratio of 1.18 and a beta of 1.35.

Blue Owl Capital (NYSE:OWL - Get Free Report) last issued its quarterly earnings results on Thursday, October 29th. The company reported $0.24 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.23 by $0.01. Blue Owl Capital had a net margin of 2.71% and a return on equity of 23.14%. The company had revenue of $752.60 million during the quarter, compared to the consensus estimate of $698.10 million. As a group, sell-side analysts predict that Blue Owl Capital will post 0.88 EPS for the current year.

Institutional Investors Weigh In On Blue Owl Capital

A number of large investors have recently added to or reduced their stakes in OWL. Spectrum Wealth Advisory Group LLC raised its position in Blue Owl Capital by 139.4% during the 3rd 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 during the last quarter. SMH Capital Advisors Inc. bought a new stake in Blue Owl Capital in the third quarter worth approximately $939,000. Greenleaf Trust lifted its position in shares of Blue Owl Capital by 9.4% during the 3rd quarter. Greenleaf Trust now owns 13,158 shares of the company's stock valued at $120,000 after acquiring an additional 1,134 shares during the period. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of Blue Owl Capital during the 3rd quarter worth about $86,000. Finally, Vise Technologies Inc. increased its holdings in shares of Blue Owl Capital by 82.4% during the third quarter. Vise Technologies Inc. now owns 68,228 shares of the company's stock valued at $620,000 after acquiring an additional 30,825 shares in the last quarter. Institutional investors own 35.85% of the company's stock.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Q3 earnings and revenue exceeded expectations: Blue Owl reported adjusted earnings of $0.24 per share versus a $0.23 consensus estimate, while revenue reached $752.6 million compared with expectations of $698.1 million. Fee-related earnings growth was a key contributor. Blue Owl Capital Inc. Third Quarter 2026 Results
• Positive Sentiment: Assets and fundraising continued to expand: Assets under management reached a record $330 billion as of September 30, supported by nearly $50 billion raised over the prior 12 months, capital contributions and investment appreciation. The results initially helped lift the shares. Blue Owl Capital stock up on Q3 earnings beat
• Positive Sentiment: Dividend provides substantial income support: Blue Owl declared a quarterly dividend of $0.23 per share, or $0.92 annualized, representing an approximately 8.9% yield based on the cited share price. The dividend is payable November 23 to shareholders of record on November 10. Blue Owl Reports Third Quarter 2026 Results and Declares $0.23 Dividend
• Neutral Sentiment: Analysts raised targets but remain cautious: Barclays increased its target from $10 to $11 and maintained an “equal weight” rating, while Keefe, Bruyette & Woods raised its target from $9 to $10.50 but kept a “market perform” rating. The modest upside implied by these targets suggests limited conviction in a major near-term rally.
• Negative Sentiment: Redemptions remain a concern: Although fundraising and AUM were strong, reports indicated that client redemptions weighed on net inflows. Continued redemption pressure could temper future fee growth and offset some of the benefit from the earnings beat. Blue Owl Fees Beat Estimates Though Redemptions Weigh on Inflows

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.

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