Q3 Earnings Forecast for Blue Owl Capital Issued By B. Riley

Key Points

• B. Riley Equities has raised its Q3 2025 EPS estimates for Blue Owl Capital to $0.41 from $0.39, maintaining a "Strong-Buy" rating on the stock.
• The company reported a quarterly earnings of $0.40 per share, exceeding consensus estimates, and announced a dividend of $0.37 to be paid on October 15th.
• Blue Owl Capital has seen significant institutional investment activity, with hedge funds acquiring substantial stakes, contributing to 42.83% of the company's ownership.

Blue Owl Capital Corporation (NYSE:OBDC - Free Report) - Stock analysts at B. Riley raised their Q3 2025 earnings per share (EPS) estimates for shares of Blue Owl Capital in a note issued to investors on Monday, August 11th. B. Riley analyst S. Adams now forecasts that the company will post earnings per share of $0.41 for the quarter, up from their prior forecast of $0.39. B. Riley has a "Strong-Buy" rating on the stock. The consensus estimate for Blue Owl Capital's current full-year earnings is $1.71 per share. B. Riley also issued estimates for Blue Owl Capital's FY2025 earnings at $1.58 EPS, Q1 2026 earnings at $0.38 EPS, Q2 2026 earnings at $0.39 EPS, Q4 2026 earnings at $0.38 EPS and FY2026 earnings at $1.52 EPS.

Blue Owl Capital (NYSE:OBDC - Get Free Report) last announced its quarterly earnings results on Wednesday, August 6th. The company reported $0.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.01. The business had revenue of $485.84 million for the quarter, compared to the consensus estimate of $480.42 million. Blue Owl Capital had a return on equity of 11.24% and a net margin of 38.29%.

Other analysts have also recently issued reports about the company. Wells Fargo & Company lowered their target price on Blue Owl Capital from $15.00 to $14.00 and set an "equal weight" rating on the stock in a research report on Monday, April 28th. Royal Bank Of Canada restated an "outperform" rating and issued a $16.00 target price on shares of Blue Owl Capital in a research report on Thursday, May 15th. Finally, LADENBURG THALM/SH SH upgraded Blue Owl Capital to a "strong-buy" rating in a research report on Friday, August 8th. Two analysts have rated the stock with a hold rating, three have issued a buy rating and four have issued a strong buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus price target of $15.42.

Blue Owl Capital Stock Performance

Shares of NYSE OBDC traded down $0.16 during mid-day trading on Tuesday, hitting $14.14. The company had a trading volume of 3,039,557 shares, compared to its average volume of 2,566,091. Blue Owl Capital has a 12 month low of $12.11 and a 12 month high of $15.73. The company has a debt-to-equity ratio of 1.20, a current ratio of 0.80 and a quick ratio of 0.80. The stock has a market cap of $7.23 billion, a price-to-earnings ratio of 9.36 and a beta of 0.74. The firm's 50 day simple moving average is $14.52 and its two-hundred day simple moving average is $14.53.

Hedge Funds Weigh In On Blue Owl Capital

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. SVB Wealth LLC bought a new stake in Blue Owl Capital during the 1st quarter worth approximately $28,000. First Horizon Advisors Inc. acquired a new position in shares of Blue Owl Capital in the 2nd quarter valued at $40,000. Anchor Investment Management LLC lifted its stake in shares of Blue Owl Capital by 100.0% in the 4th quarter. Anchor Investment Management LLC now owns 3,000 shares of the company's stock valued at $45,000 after purchasing an additional 1,500 shares during the period. Private Trust Co. NA lifted its stake in shares of Blue Owl Capital by 86.6% in the 2nd quarter. Private Trust Co. NA now owns 3,123 shares of the company's stock valued at $45,000 after purchasing an additional 1,449 shares during the period. Finally, Lazard Asset Management LLC acquired a new position in Blue Owl Capital in the fourth quarter valued at about $49,000. 42.83% of the stock is currently owned by institutional investors.

Insider Transactions at Blue Owl Capital

In other news, Director Victor Woolridge purchased 6,915 shares of the stock in a transaction that occurred on Tuesday, May 27th. The shares were purchased at an average cost of $14.45 per share, for a total transaction of $99,921.75. Following the completion of the purchase, the director directly owned 28,191 shares of the company's stock, valued at approximately $407,359.95. The trade was a 32.50% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.11% of the stock is owned by corporate insiders.

Blue Owl Capital Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th will be paid a dividend of $0.37 per share. This represents a $1.48 annualized dividend and a yield of 10.5%. The ex-dividend date is Tuesday, September 30th. Blue Owl Capital's payout ratio is currently 98.01%.

Blue Owl Capital Company Profile

Blue Owl Capital Corporation is a business development company. It specializes in direct and fund of fund investments. The fund makes investments in senior secured, direct lending or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments, first lien, unitranche, and second lien term loans and common equity investments.