Vanguard Group Inc. Buys 691,980 Shares of Blue Owl Capital Inc. $OWL

Key Points

• Vanguard bought an additional 691,980 shares of Blue Owl to hold 68,608,868 shares (about 4.4% of the company), a stake valued at roughly $1.025 billion per its latest SEC filing.
• Blue Owl reported a Q1 beat on revenue and fee-related metrics, disclosed it sold roughly half its SpaceX stake at an ~ $1.25 trillion valuation realizing ~10x on the investment, and management raised the quarterly dividend while authorizing share repurchases.
• Analysts are mixed but slightly positive overall — the consensus is a “Moderate Buy” with an average price target of $15.03, though several firms have cut targets (JPMorgan to $10.50, TD Cowen to $14.00) and ratings range from Strong Buy to Sell.

Vanguard Group Inc. lifted its stake in Blue Owl Capital Inc. (NYSE:OWL - Free Report) by 1.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 68,608,868 shares of the company's stock after buying an additional 691,980 shares during the period. Vanguard Group Inc. owned approximately 4.40% of Blue Owl Capital worth $1,025,016,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in OWL. Cresset Asset Management LLC increased its position in Blue Owl Capital by 1,345.0% in the third quarter. Cresset Asset Management LLC now owns 1,379,485 shares of the company's stock worth $23,355,000 after buying an additional 1,284,021 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of Blue Owl Capital by 16.8% in the third quarter. JPMorgan Chase & Co. now owns 11,572,226 shares of the company's stock worth $195,920,000 after acquiring an additional 1,667,608 shares during the period. Capital International Investors boosted its holdings in shares of Blue Owl Capital by 3.5% in the third quarter. Capital International Investors now owns 62,726,334 shares of the company's stock worth $1,061,999,000 after acquiring an additional 2,141,873 shares during the period. Elevation Point Wealth Partners LLC boosted its holdings in shares of Blue Owl Capital by 5,256.9% in the third quarter. Elevation Point Wealth Partners LLC now owns 374,236 shares of the company's stock worth $6,336,000 after acquiring an additional 367,250 shares during the period. Finally, Partners Group Holding AG boosted its holdings in shares of Blue Owl Capital by 8.3% in the third quarter. Partners Group Holding AG now owns 1,940,155 shares of the company's stock worth $32,847,000 after acquiring an additional 149,292 shares during the period. 35.85% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms have recently commented on OWL. TD Cowen cut their price target on Blue Owl Capital from $16.00 to $14.00 and set a "buy" rating for the company in a report on Monday, March 23rd. Oppenheimer cut their price target on Blue Owl Capital from $17.00 to $16.00 and set an "outperform" rating for the company in a report on Monday, April 13th. Evercore set a $14.00 price target on Blue Owl Capital in a report on Friday, February 6th. JPMorgan Chase & Co. cut their price target on Blue Owl Capital from $19.00 to $10.50 and set a "neutral" rating for the company in a report on Wednesday. Finally, UBS Group raised their price target on Blue Owl Capital from $9.00 to $9.50 and gave the stock a "neutral" rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $15.03.

Key Blue Owl Capital News

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

• Positive Sentiment: Management disclosed it sold roughly half of its SpaceX stake at a ~$1.25 trillion valuation and said the investment returned ~10x, which materially improves realized gains and near-term distributable earnings. Blue Owl sold about half its SpaceX holding
• Positive Sentiment: Q1 results beat on revenue and fee-related metrics (distributable earnings up, AUM ~ $315B; fee-paying AUM and new commitments remained strong), reassuring investors worried about private-credit weakness. Blue Owl's profit beats on higher fee-related earnings
• Positive Sentiment: Board/management raised the quarterly dividend and announced share repurchases, signalling confidence in cash generation and supporting yield-sensitive buyers. (Dividend announced April 28; quarterly payout increased marginally.)
• Positive Sentiment: Blue Owl raised $3 billion through its private-wealth distribution channel despite industry private-credit turbulence — diversification of distribution helps future fee growth and liquidity. Blue Owl Raises $3B in Wealth Channel
• Neutral Sentiment: Investor flows show a mixed picture: management reported $11B of new commitments but retail/wealth inflows are softer — supports longer-term fee runway but implies near-term growth variability. Seeking Alpha analysis
• Neutral Sentiment: Unusually heavy call-option volume was noted around the earnings move, suggesting short-term bullish positioning that can amplify intraday moves but also adds volatility risk.
• Negative Sentiment: Brown University reportedly cut its stake in a Blue Owl private-credit fund, a sign that some institutional investors are trimming exposure amid private-credit scrutiny. Brown University slashed stake in Blue Owl Private Credit Fund
• Negative Sentiment: A shareholder lawsuit alleges $414M in excessive fees charged by Blue Owl’s adviser, introducing regulatory/legal risk that could pressure sentiment and create headline volatility. Stockholder sues Blue Owl adviser
• Negative Sentiment: Some sell-side skepticism remains: JPMorgan recently lowered its price target, and media coverage has flagged elevated scrutiny and “doomsday” narratives around private credit — factors that can cap upward momentum. Price target lowered to $10.50 at JPMorgan

Blue Owl Capital Stock Performance

NYSE:OWL opened at $9.97 on Friday. The firm has a market capitalization of $15.50 billion, a price-to-earnings ratio of 99.74, a P/E/G ratio of 1.06 and a beta of 1.19. Blue Owl Capital Inc. has a 52-week low of $7.95 and a 52-week high of $21.08. The stock has a fifty day moving average of $9.40 and a 200 day moving average of $13.06.

Blue Owl Capital (NYSE:OWL - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $0.19 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.19. The company had revenue of $699.88 million during the quarter, compared to analyst estimates of $687.23 million. Blue Owl Capital had a return on equity of 21.61% and a net margin of 2.96%. Equities analysts forecast that Blue Owl Capital Inc. will post 0.9 earnings per share for the current fiscal year.

Blue Owl Capital Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be paid a dividend of $0.23 per share. This is a positive change from Blue Owl Capital's previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a yield of 9.2%. The ex-dividend date of this dividend is Wednesday, May 13th. Blue Owl Capital's dividend payout ratio is 900.00%.

About Blue Owl Capital

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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