Blue Owl Capital Inc. $OWL Shares Bought by Beck Mack & Oliver LLC

Beck Mack & Oliver LLC increased its position in Blue Owl Capital Inc. (NYSE:OWL) by 1.2% in the third quarter, Holdings Channel reports. The firm owned 6,856,589 shares of the company’s stock after purchasing an additional 80,363 shares during the quarter. Blue Owl Capital accounts for 2.1% of Beck Mack & Oliver LLC’s holdings, making the stock its 18th biggest holding. Beck Mack & Oliver LLC’s holdings in Blue Owl Capital were worth $116,082,000 at the end of the most recent quarter.

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

Blue Owl Capital Stock Up 1.7%

Shares of NYSE OWL opened at $8.76 on Friday. The stock has a market cap of $13.61 billion, a P/E ratio of 87.56, a P/E/G ratio of 0.77 and a beta of 1.15. The firm’s 50-day simple moving average is $12.83 and its 200 day simple moving average is $15.10. Blue Owl Capital Inc. has a fifty-two week low of $8.58 and a fifty-two week high of $21.88.

Blue Owl Capital (NYSE:OWL) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The business had revenue of $701.47 million for the quarter, compared to analyst estimates of $712.75 million. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. On average, sell-side analysts anticipate that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

Blue Owl Capital Dividend Announcement

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

More Blue Owl Capital News

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 Ratings Changes

Several analysts have weighed in on the stock. Oppenheimer lowered their target price on shares of Blue Owl Capital from $24.00 to $17.00 and set an “outperform” rating for the company in a research note on Wednesday, March 4th. Citigroup reaffirmed an “outperform” rating on shares of Blue Owl Capital in a report on Tuesday, January 27th. Barclays restated an “equal weight” rating and issued a $11.00 target price (down from $15.00) on shares of Blue Owl Capital in a research note on Monday, March 2nd. Deutsche Bank Aktiengesellschaft cut Blue Owl Capital from a “buy” rating to a “hold” rating and dropped their price target for the stock from $15.00 to $10.00 in a research report on Tuesday, February 24th. Finally, The Goldman Sachs Group cut their price target on Blue Owl Capital from $16.25 to $14.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $18.00.

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.