Blue Owl Capital (OWL) Projected to Post Earnings on Thursday

Blue Owl Capital (NYSE:OWL) is expected to release its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect Blue Owl Capital to post earnings of $0.23 per share and revenue of $712.7510 million for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 5, 2026 at 10:00 AM ET.

Blue Owl Capital Price Performance

OWL stock opened at $12.10 on Wednesday. Blue Owl Capital has a 1 year low of $11.65 and a 1 year high of $25.89. The firm has a market capitalization of $18.86 billion, a PE ratio of 201.62, a price-to-earnings-growth ratio of 1.14 and a beta of 1.11. The business has a 50 day simple moving average of $15.32 and a 200-day simple moving average of $16.72.

Insider Activity at Blue Owl Capital

In other news, insider Craig Packer purchased 110,227 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were bought at an average cost of $15.06 per share, for a total transaction of $1,660,018.62. Following the completion of the purchase, the insider directly owned 94,000 shares of the company’s stock, valued at approximately $1,415,640. This trade represents a -679.28% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Marc S. Lipschultz purchased 69,663 shares of the stock in a transaction dated Tuesday, December 2nd. The shares were purchased at an average price of $15.06 per share, with a total value of $1,049,124.78. Following the completion of the transaction, the chief executive officer owned 79,000 shares of the company’s stock, valued at approximately $1,189,740. This trade represents a 746.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have bought 395,670 shares of company stock valued at $5,952,393. 27.44% of the stock is owned by insiders.

Hedge Funds Weigh In On Blue Owl Capital

Hedge funds and other institutional investors have recently bought and sold shares of the company. Public Employees Retirement System of Ohio increased its stake in Blue Owl Capital by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 190,579 shares of the company’s stock worth $3,227,000 after purchasing an additional 1,182 shares during the period. Russell Investments Group Ltd. boosted its stake in shares of Blue Owl Capital by 4.0% in the second quarter. Russell Investments Group Ltd. now owns 44,215 shares of the company’s stock valued at $849,000 after purchasing an additional 1,703 shares during the period. Kentucky Retirement Systems Insurance Trust Fund grew its holdings in shares of Blue Owl Capital by 12.6% in the third quarter. Kentucky Retirement Systems Insurance Trust Fund now owns 16,053 shares of the company’s stock valued at $272,000 after purchasing an additional 1,801 shares in the last quarter. Headlands Technologies LLC purchased a new stake in Blue Owl Capital during the 2nd quarter worth approximately $51,000. Finally, Mackenzie Financial Corp lifted its holdings in Blue Owl Capital by 10.1% during the 3rd quarter. Mackenzie Financial Corp now owns 30,264 shares of the company’s stock worth $512,000 after buying an additional 2,773 shares in the last quarter. 35.85% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. JPMorgan Chase & Co. upped their target price on Blue Owl Capital from $21.50 to $22.00 and gave the company a “neutral” rating in a report on Wednesday, October 29th. Zacks Research lowered shares of Blue Owl Capital from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. Weiss Ratings restated a “hold (c)” rating on shares of Blue Owl Capital in a research report on Wednesday, January 21st. Barclays decreased their target price on shares of Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating on the stock in a report on Friday, January 9th. Finally, Raymond James Financial upgraded shares of Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 price target for the company in a report on Wednesday, December 10th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five 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 a consensus target price of $20.78.

Blue Owl Capital Company 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.