Prana Capital Management LP Buys 198,427 Shares of Blue Owl Capital Inc. $OWL

Prana Capital Management LP boosted its position in Blue Owl Capital Inc. (NYSE:OWL) by 20.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,151,566 shares of the company’s stock after purchasing an additional 198,427 shares during the period. Prana Capital Management LP owned about 0.07% of Blue Owl Capital worth $19,496,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. CIBC Bancorp USA Inc. bought a new stake in shares of Blue Owl Capital in the third quarter valued at $5,079,000. WBI Investments LLC bought a new position in shares of Blue Owl Capital during the 3rd quarter worth $599,000. Danica Pension Livsforsikringsaktieselskab bought a new position in shares of Blue Owl Capital during the 3rd quarter worth $65,174,000. Danske Bank A S purchased a new stake in Blue Owl Capital in the 3rd quarter worth about $1,782,000. Finally, Advisory Services Network LLC bought a new stake in Blue Owl Capital in the 3rd quarter valued at about $282,000. 35.85% of the stock is owned by institutional investors.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Independent bullish analysis argues the market panic over private credit is overblown; notes strong liquidity, conservative lending metrics, a $1.4B loan sale at ~99.7% of par, and large permanent‑capital fee streams — supports a near‑term valuation rebound. Read More.
• Positive Sentiment: Another bullish writeup says OWL’s discount to fair value looks “absurd” after recent declines, highlighting floating‑rate exposure, concentrated low‑LTV software loans, and resilient fundamentals — frames current price as a buying opportunity. Read More.
• Positive Sentiment: Strategic deal: Blue Owl partnered with Blackstone to take a minority stake in Atlas Holdings — a partnership that may expand deal flow and fee‑earning opportunities. Read More.
• Neutral Sentiment: Analyst action: Citizens Jmp lowered its price target from $26 to $23 but maintained a “market outperform” rating — still a bullish endorsement, though the cut trims upside expectations versus prior forecasts. Read More.
• Neutral Sentiment: Market roundup notes OWL rose even as sector‑wide private‑credit fears persist — suggests traders are distinguishing OWL’s balance‑sheet exposure from broader industry headlines. Read More.
• Neutral Sentiment: Comparative coverage and surveys (peer comparisons) provide context but contain limited new information likely to move the stock materially in the near term. Read More.
• Negative Sentiment: Reputational/regulatory risk: The FT reports Blue Owl tipped a UK mortgage lender into insolvency after uncovering “irregularities.” That headline raises potential reputational exposure and could invite regulatory scrutiny or litigation risk, which would weigh on sentiment until details/impacts are clarified. Read More.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of Blue Owl Capital in a report on Wednesday, January 14th. Weiss Ratings reissued a “hold (c)” rating on shares of Blue Owl Capital in a research report on Wednesday, January 21st. Barclays restated an “equal weight” rating and set a $11.00 price target (down from $15.00) on shares of Blue Owl Capital in a research note on Monday, March 2nd. Oppenheimer cut their price objective on shares of Blue Owl Capital from $24.00 to $17.00 and set an “outperform” rating for the company in a report on Wednesday, March 4th. Finally, The Goldman Sachs Group reduced their price objective on shares of Blue Owl Capital from $16.25 to $14.00 and set a “neutral” rating for the company in a research note on Friday, February 6th. Two 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 currently has a consensus rating of “Moderate Buy” and a consensus target price of $17.69.

Blue Owl Capital Stock Up 4.5%

Shares of NYSE OWL opened at $9.16 on Wednesday. The company has a market cap of $14.23 billion, a P/E ratio of 91.56, a P/E/G ratio of 0.78 and a beta of 1.15. Blue Owl Capital Inc. has a 52 week low of $8.55 and a 52 week high of $21.88. The business has a 50-day simple moving average of $12.55 and a two-hundred day simple moving average of $14.94.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings results 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. Blue Owl Capital had a return on equity of 20.93% and a net margin of 2.75%.The firm had revenue of $701.47 million for the quarter, compared to analysts’ expectations of $712.75 million. Equities research analysts anticipate that Blue Owl Capital Inc. will post 0.92 EPS for the current year.

Blue Owl Capital Announces Dividend

The company also recently announced 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 9.8%. The ex-dividend date of this dividend was Friday, February 20th. Blue Owl Capital’s dividend payout ratio is 900.00%.

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.