Elevation Point Wealth Partners LLC Acquires 367,250 Shares of Blue Owl Capital Inc. $OWL

Key Points

• Elevation Point Wealth Partners LLC boosted its stake in Blue Owl by 5,256.9% in Q3, buying an additional 367,250 shares to hold 374,236 shares worth about $6.34 million.
• Blue Owl faces valuation scrutiny of its private‑credit portfolio (reported by the FT/Glendon), but management pushed back—saying a loan sale had “no hidden incentives” and rejecting an unsolicited tender offer; the stock trades well below its 12‑month high while offering a ~10.3% dividend yield alongside a 900% payout ratio and mixed analyst ratings.

Elevation Point Wealth Partners LLC boosted its holdings in Blue Owl Capital Inc. (NYSE:OWL - Free Report) by 5,256.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 374,236 shares of the company's stock after purchasing an additional 367,250 shares during the quarter. Elevation Point Wealth Partners LLC's holdings in Blue Owl Capital were worth $6,336,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Parkside Financial Bank & Trust lifted its position in shares of Blue Owl Capital by 117.0% during the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company's stock valued at $27,000 after acquiring an additional 867 shares during the period. Activest Wealth Management bought a new stake in Blue Owl Capital in the third quarter valued at $50,000. Headlands Technologies LLC acquired a new position in Blue Owl Capital during the 2nd quarter worth approximately $51,000. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in shares of Blue Owl Capital by 26.0% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 4,970 shares of the company's stock worth $84,000 after purchasing an additional 1,027 shares in the last quarter. Finally, Bessemer Group Inc. lifted its stake in shares of Blue Owl Capital by 20.3% in the third quarter. Bessemer Group Inc. now owns 4,967 shares of the company's stock valued at $84,000 after buying an additional 838 shares in the last quarter. 35.85% of the stock is currently owned by institutional investors.

Blue Owl Capital News Summary

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

• Positive Sentiment: Management said a recent loan sale had "no hidden incentives," a direct rebuttal to valuation‑concern headlines and a likely short‑term relief to investors worried about accounting or incentive distortions. Blue Owl tells investors loan sale had no hidden incentives - report
• Positive Sentiment: Blue Owl rejected an unsolicited tender offer for up to 8M shares of one of its listed units, citing a valuation discount — management signaling it views the business as worth more than the bid, which can reassure shareholders about long‑term NAV/strategic posture. Blue Owl (OWL) Refuses Tender Offer, Citing Valuation Discount
• Positive Sentiment: Blue Owl is actively financing AI and digital‑infrastructure projects (writing loans and structuring deals), which could drive fee and interest income growth if those markets scale—an offset to short‑term valuation worries. Blue Owl keeps chasing AI infrastructure deals and is writing the loans to back them
• Neutral Sentiment: Analyst commentary weighs tradeoffs: OWL trades at mid‑single digit forward earnings with a modest dividend, prompting a sell/hold debate driven by redemption risk, fee visibility and deployment timing rather than a clear valuation breakout. Should You Sell OWL Stock at 9.24X Earnings and a 22.5-Cent Dividend?
• Negative Sentiment: The FT reported that an investment fund (Glendon) has questioned valuations in Blue Owl’s private‑credit portfolio—this is the main driver of negative sentiment because it raises questions about liquidity, markdowns and future fee recognition. Investment fund questions valuations in Blue Owl’s private credit portfolio
• Negative Sentiment: Follow‑on coverage amplifies concerns about private‑credit valuation and liquidity, and analyst pieces note fee timing and borrower‑quality risks that have contributed to OWL's recent share slump. Blue Owl Capital (OWL) Valuation Check As Private Credit Concerns And Share Price Declines Draw Investor Focus

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on OWL shares. Wolfe Research set a $20.00 target price on Blue Owl Capital in a research report on Wednesday, January 7th. Evercore set a $14.00 price target on shares of Blue Owl Capital in a research note on Friday, February 6th. Barclays reaffirmed an "equal weight" rating and set a $11.00 price objective (down from $15.00) on shares of Blue Owl Capital in a report on Monday, March 2nd. Citigroup reaffirmed an "outperform" rating on shares of Blue Owl Capital in a report on Tuesday, January 27th. Finally, Raymond James Financial reissued a "strong-buy" rating on shares of Blue Owl Capital in a report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $18.00.

Blue Owl Capital Trading Up 1.7%

Shares of NYSE:OWL opened at $8.76 on Friday. The stock's 50-day moving average price is $12.83 and its 200-day moving average price is $15.10. The stock has a market capitalization of $13.61 billion, a P/E ratio of 87.56, a price-to-earnings-growth ratio of 0.77 and a beta of 1.15. Blue Owl Capital Inc. has a 12-month low of $8.58 and a 12-month high of $21.88.

Blue Owl Capital (NYSE:OWL - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. The firm had revenue of $701.47 million during the quarter, compared to the consensus estimate of $712.75 million. Blue Owl Capital had a return on equity of 20.93% and a net margin of 2.75%. As a group, research analysts predict that Blue Owl Capital Inc. will post 0.92 EPS for the current year.

Blue Owl Capital Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Friday, February 20th were issued a dividend of $0.225 per share. This represents a $0.90 dividend on an annualized basis and a yield of 10.3%. The ex-dividend date was Friday, February 20th. Blue Owl Capital's dividend payout ratio is currently 900.00%.

Blue Owl Capital Profile

Blue Owl Capital is a global alternative asset manager that focuses on private credit, direct lending and equity-related strategies for institutional investors. Headquartered in New York, the firm develops and manages a range of private markets products designed to provide capital solutions to middle-market and larger corporate borrowers, as well as liquidity and partnership arrangements with private equity firms and other alternative managers.

Its core activities include direct lending and credit strategies that provide senior, unitranche and other structured loan products to companies across industries.

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