Blue Owl Capital, Inc. Class A (OWL)

Blue Owl Capital's stock experienced fluctuations in the past six months, with a 52-week high of $24.28 and a 52-week low of $10.88. Key events include the Q4 2025 earnings report, which showed robust growth but was followed by a pre-market stock decline. A shareholder lawsuit alleging misleading statements about investor redemptions and the subsequent cancellation of a proposed merger also impacted the stock negatively. Goldman Sachs reduced its price target on Blue Owl Capital due to expectations of potentially falling short of management's revenue growth targets.

Blue Owl Capital's business model is designed to deliver attractive returns across various market cycles. Demand for private debt capital has been increasing due to a prolonged high-interest rate environment. The company experienced record fundraising in both institutional and private wealth channels in 2025, suggesting stable or growing demand for its products and services.

Blue Owl Capital, Inc. is an American alternative investment asset manager focused on providing private capital solutions to businesses. As of December 31, 2025, the company manages over $307 billion in assets and operates across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate (Real Assets). The Credit platform focuses on direct lending solutions, the GP Strategic Capital platform provides minority equity and financing to private capital investment managers, and the Real Estate platform specializes in flexible capital solutions across various asset classes.

Blue Owl Capital is headquartered in New York City and has expanded its global presence with offices in London, Dubai, Hong Kong, Greenwich, and New Jersey. The company serves clients across the Americas, EMEA, and Asia-Pacific regions.

Blue Owl Capital's brand reputation has been impacted by both positive performance and legal challenges. The company reported robust growth in 2025, driven by record fundraising and diversified strategies. However, a shareholder lawsuit alleging false statements regarding investor redemptions and the cancellation of a proposed merger have likely damaged investor trust and public perception.

Blue Owl Capital Inc. has a diverse ownership structure, with 789 institutional owners and shareholders holding a total of 741,762,108 shares. Major institutional shareholders include Capital World Investors, Vanguard Group Inc, Capital International Investors, Fmr Llc and BlackRock, Inc. The company's founders, Doug Ostrover, Marc Lipschultz, and Michael Rees, also maintain substantial individual ownership stakes.