Blue Owl Capital (NYSE:OWL) Stock Gets Price Target Boost from Keefe, Bruyette & Woods

Key Points

• Keefe, Bruyette & Woods raised Blue Owl Capital’s price target from $9.00 to $10.50 while maintaining a “market perform” rating. The new target implies virtually no upside or downside from the stock’s $10.51 trading price.
• Blue Owl reported a quarterly earnings and revenue beat, with EPS of $0.24 versus the $0.23 consensus and revenue of $752.6 million versus $698.1 million expected. Assets under management reached a record $330 billion, supported by nearly $50 billion in capital raised over the past year.
• Analyst sentiment remains broadly positive but mixed: the stock has a “Moderate Buy” consensus rating and a $13.06 average price target, while institutional investors own 35.85% of shares. The company maintained its $0.23 quarterly dividend, equivalent to an indicated annual yield of about 8.9%.

Blue Owl Capital (NYSE:OWL - Get Free Report) had its price target upped by investment analysts at Keefe, Bruyette & Woods from $9.00 to $10.50 in a research report issued on Friday, Benzinga reports. The brokerage currently has a "market perform" rating on the stock. Keefe, Bruyette & Woods's price objective points to a potential downside of 0.05% from the company's current price.

OWL has been the topic of a number of other reports. Citigroup reissued a "market outperform" rating on shares of Blue Owl Capital in a report on Thursday, September 24th. Credit Suisse Group set a $9.10 price objective on shares of Blue Owl Capital in a research report on Thursday, July 2nd. Barclays boosted their target price on shares of Blue Owl Capital from $10.00 to $11.00 and gave the company an "equal weight" rating in a research note on Friday. Capital One Financial set a $12.00 target price on shares of Blue Owl Capital in a research report on Monday, August 3rd. Finally, Oppenheimer lifted their price target on shares of Blue Owl Capital from $15.00 to $17.00 and gave the stock an "outperform" rating in a report on Thursday, August 27th. One equities research 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. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $13.06.

Blue Owl Capital Price Performance

Shares of NYSE OWL traded up $0.10 during trading on Friday, hitting $10.51. The stock had a trading volume of 7,159,432 shares, compared to its average volume of 24,576,072. Blue Owl Capital has a 12 month low of $7.95 and a 12 month high of $17.00. The company has a market capitalization of $16.38 billion, a PE ratio of 87.30, a PEG ratio of 1.18 and a beta of 1.35. The firm has a fifty day moving average of $10.10 and a two-hundred day moving average of $10.39.

Blue Owl Capital (NYSE:OWL - Get Free Report) last posted its earnings results on Thursday, October 29th. The company reported $0.24 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $752.60 million for the quarter, compared to analysts' expectations of $698.10 million. On average, equities analysts expect that Blue Owl Capital will post 0.88 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Blue Owl Capital

Hedge funds and other institutional investors have recently modified their holdings of the stock. RDST Capital LLC boosted its position in shares of Blue Owl Capital by 22.1% during the 1st quarter. RDST Capital LLC now owns 7,648,935 shares of the company's stock valued at $69,835,000 after acquiring an additional 1,383,450 shares during the last quarter. Bank of New York Mellon Corp bought a new stake in Blue Owl Capital during the second quarter valued at approximately $54,883,000. Renaissance Technologies LLC grew its stake in Blue Owl Capital by 2,107.1% in the 1st quarter. Renaissance Technologies LLC now owns 6,065,200 shares of the company's stock worth $55,375,000 after buying an additional 5,790,400 shares in the last quarter. Estuary Capital Management LP grew its stake in Blue Owl Capital by 338.9% in the 1st quarter. Estuary Capital Management LP now owns 4,197,297 shares of the company's stock worth $38,321,000 after buying an additional 3,241,040 shares in the last quarter. Finally, Lalia Capital LLC bought a new position in shares of Blue Owl Capital in the 2nd quarter worth $34,952,000. 35.85% of the stock is currently owned by institutional investors.

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

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.

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