Blue Owl Capital (NYSE:OWL) Releases Earnings Results, Beats Expectations By $0.01 EPS

Blue Owl Capital (NYSE:OWL) announced its quarterly earnings results on Thursday. The company reported $0.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.23 by $0.01, FiscalAI reports. The firm had revenue of $752.60 million for the quarter, compared to the consensus estimate of $698.10 million. Blue Owl Capital had a net margin of 3.08% and a return on equity of 24.26%.

Here are the key takeaways from Blue Owl Capital’s conference call:

• Strong earnings and dividend coverage: Third-quarter fee-related earnings rose 15% year over year and distributable earnings increased 14%, with DE of $0.24 per share exceeding the $0.23 dividend. Management expects to continue over-earning the dividend through 2027 and beyond.
• Fundraising and embedded fee growth remained robust: Blue Owl raised $12.6 billion in the quarter and $49 billion over the last 12 months, lifting AUM 12% to $330 billion. The company has $36 billion of AUM not yet paying fees, which management estimates could generate approximately $400 million in annual management fees once deployed.
• Credit performance and deployment opportunities were favorable: Direct lending and alternative credit returns outperformed relevant public benchmarks, while direct lending realized losses remained low at 12 basis points annually and portfolio health was described as stable. Higher rates and wider spreads are creating opportunities to redeploy repayments into potentially more attractive investments.
• Real assets and digital infrastructure are key growth areas: Real assets fundraising increased 37% over the last 12 months, with more than $140 billion of near-term net lease and digital infrastructure opportunities. Management emphasized long-term leases with investment-grade hyperscalers and expects continued demand for data-center and real estate credit strategies.
• Private wealth trends showed signs of recovery: Third-quarter wealth inflows rose 14% sequentially, while redemption requests for several products declined, including a nine-quarter low for ORENT. Management cited improving distribution activity, new platform launches, and stronger demand for diversified credit and real-asset products heading into 2027.

Blue Owl Capital Trading Down 0.9%

NYSE:OWL traded down $0.09 during trading hours on Friday, reaching $10.32. 29,266,780 shares of the company traded hands, compared to its average volume of 20,962,740. The stock has a market capitalization of $16.09 billion, a P/E ratio of 73.72, a P/E/G ratio of 1.27 and a beta of 1.35. The business’s 50-day moving average price is $10.08 and its two-hundred day moving average price is $10.37. Blue Owl Capital has a 1 year low of $7.95 and a 1 year high of $17.00.

Blue Owl Capital Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 23rd. Stockholders of record on Tuesday, November 10th will be issued a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a dividend yield of 8.9%. The ex-dividend date is Tuesday, November 10th. Blue Owl Capital’s dividend payout ratio (DPR) is presently 657.14%.

More Blue Owl Capital News

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

• Positive Sentiment: Q3 results exceeded expectations: Blue Owl reported earnings of $0.24 per share versus consensus estimates of $0.22–$0.23, while revenue reached $752.6 million compared with estimates of $698.1 million. The results were driven largely by growth in fee-related earnings. Blue Owl Capital Inc. Third Quarter 2026 Results
• Positive Sentiment: Assets and fundraising reached records: Assets under management rose to approximately $330 billion, while the firm raised nearly $50 billion over the past 12 months, including a record institutional quarter. Strong fundraising can support future management fees and earnings growth. Blue Owl posts record institutional quarter
• Positive Sentiment: High dividend remains a support: Blue Owl declared a quarterly dividend of $0.23 per share, equivalent to $0.92 annually and an indicated yield of about 8.9%. The dividend is payable November 23 to shareholders of record November 10. Blue Owl Reports Third Quarter 2026 Results
• Neutral Sentiment: Analysts raised targets but remain cautious: Wells Fargo and Barclays increased their targets to $11, while Keefe, Bruyette & Woods lifted its target to $10.50. All maintained neutral-equivalent ratings. Deutsche Bank raised its target to $10 but retained a Hold rating, signaling limited conviction.
• Negative Sentiment: Fundraising timing and flows are risks: Blue Owl’s latest GP-stakes fund close may slip into the first quarter of 2027. Reports also indicate that redemptions weighed on inflows, raising concerns about the pace and predictability of future asset growth. Blue Owl’s latest GP stakes fund close may slip

Wall Street Analyst Weigh In

Several brokerages have commented on OWL. Wells Fargo & Company raised their price target on shares of Blue Owl Capital from $10.00 to $11.00 and gave the company an “equal weight” rating in a report on Friday. Evercore reaffirmed an “outperform” rating and issued a $12.00 price target on shares of Blue Owl Capital in a report on Friday. Oppenheimer increased their price objective on Blue Owl Capital from $15.00 to $17.00 and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Keefe, Bruyette & Woods lifted their price objective on Blue Owl Capital from $9.00 to $10.50 and gave the company a “market perform” rating in a research note on Friday. Finally, The Goldman Sachs Group lifted their price objective on Blue Owl Capital from $9.50 to $10.50 and gave the company a “neutral” rating in a research note on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Blue Owl Capital currently has an average rating of “Moderate Buy” and a consensus target price of $13.12.

Blue Owl Capital Company Profile

Blue Owl Capital Inc (NYSE: OWL) is an alternative asset manager that provides private-market investment solutions to institutional investors, financial professionals, and other clients. The company focuses on strategies designed to deliver income, long-term capital appreciation, and customized exposure to private markets.

Blue Owl operates across three primary platforms: Credit, GP Strategic Capital, and Real Estate. Its credit business provides private financing to companies, including direct lending and other asset-backed and specialty finance strategies.