Blue Owl Capital Inc. $OWL Shares Acquired by Munro Partners

Munro Partners boosted its position in shares of Blue Owl Capital Inc. (NYSE:OWL) by 150.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 299,870 shares of the company’s stock after buying an additional 179,995 shares during the quarter. Munro Partners’ holdings in Blue Owl Capital were worth $5,077,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of OWL. Deutsche Bank AG lifted its holdings in Blue Owl Capital by 8.9% in the 1st quarter. Deutsche Bank AG now owns 34,705 shares of the company’s stock valued at $695,000 after acquiring an additional 2,837 shares during the last quarter. Russell Investments Group Ltd. raised its holdings in shares of Blue Owl Capital by 35.1% in the 1st quarter. Russell Investments Group Ltd. now owns 42,512 shares of the company’s stock worth $852,000 after purchasing an additional 11,047 shares in the last quarter. Wellington Management Group LLP bought a new stake in shares of Blue Owl Capital in the 1st quarter worth approximately $428,000. Hsbc Holdings PLC acquired a new stake in Blue Owl Capital during the first quarter valued at approximately $216,000. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in Blue Owl Capital by 58.6% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 2,478 shares of the company’s stock worth $50,000 after buying an additional 916 shares in the last quarter. 35.85% of the stock is owned by institutional investors and hedge funds.

Blue Owl Capital Stock Down 1.3%

OWL opened at $15.68 on Wednesday. The firm has a market capitalization of $24.45 billion, a P/E ratio of 261.29, a PEG ratio of 1.49 and a beta of 1.13. The stock has a fifty day moving average of $15.56 and a 200-day moving average of $17.60. Blue Owl Capital Inc. has a 12-month low of $13.25 and a 12-month high of $26.73.

Blue Owl Capital (NYSE:OWL) last posted its quarterly earnings results on Thursday, October 30th. The company reported $0.22 earnings per share for the quarter, meeting the consensus estimate of $0.22. The firm had revenue of $687.00 million for the quarter, compared to analyst estimates of $685.95 million. Blue Owl Capital had a return on equity of 20.05% and a net margin of 1.89%. On average, analysts expect that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

Blue Owl Capital Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, November 24th. Stockholders of record on Monday, November 10th were issued a $0.225 dividend. The ex-dividend date was Monday, November 10th. This represents a $0.90 dividend on an annualized basis and a dividend yield of 5.7%. Blue Owl Capital’s dividend payout ratio is currently 1,500.00%.

Insider Activity at Blue Owl Capital

In related news, insider Craig Packer purchased 110,227 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was acquired at an average cost of $15.06 per share, for a total transaction of $1,660,018.62. Following the completion of the acquisition, the insider owned 94,000 shares in the company, valued at $1,415,640. This trade represents a -679.28% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Marc S. Lipschultz acquired 69,663 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were bought at an average cost of $15.06 per share, for a total transaction of $1,049,124.78. Following the completion of the transaction, the chief executive officer directly owned 79,000 shares of the company’s stock, valued at $1,189,740. This represents a 746.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 395,670 shares of company stock valued at $5,952,393 over the last ninety days. 27.44% of the stock is owned by company insiders.

Trending Headlines about Blue Owl Capital

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

• Positive Sentiment: Blue Owl‑managed funds are a launch partner in Aress, a next‑generation co‑brand credit‑card servicing platform with Transformco and Fidem Financial — a potential new fee‑bearing product line and partnership that could drive recurring revenue for Blue Owl’s consumer/credit strategies. Transformco, Fidem and Funds Managed by Blue Owl Launch Aress
• Neutral Sentiment: A sector write‑up examines how private credit firms like Blue Owl can benefit from the AI infrastructure boom; this is thematic support for OWL’s strategy but is not company‑specific news that directly alters near‑term earnings. Seeking Alpha: When Private Credit Meets The AI Infrastructure Boom
• Neutral Sentiment: Market commentary and sentiment pieces (including coverage of short‑seller activity and pundit remarks) are circulating; they can amplify volatility but don’t constitute new fundamentals. See Benzinga and media mentions including Jim Cramer’s comment that “discipline is coming.” Benzinga: What’s Driving the Market Sentiment Around Blue Owl
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff motions in a securities‑fraud class action against Blue Owl, alleging violations tied to the period Feb. 6, 2025–Nov. 16, 2025; the deadline for lead plaintiff motions is Feb. 2, 2026. Litigation risk (costs, management distraction, potential settlements) is a clear near‑term downside for the stock. Levi & Korsinsky: Securities Fraud Class Action Notice
• Negative Sentiment: Reporting indicates Blue Owl withdrew from a financing role in Oracle’s planned $10B Michigan AI supercluster — a missed large‑ticket infrastructure deal that could have been a material private‑credit deployment and signal of selectivity or strained deal economics. That withdrawal has knock‑on optics for growth and deal pipeline expectations. MarketBeat: Oracle wins phase 2 of AI (notes Blue Owl withdrawal)

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Oppenheimer set a $25.00 price target on Blue Owl Capital and gave the company an “outperform” rating in a report on Friday, October 31st. Piper Sandler decreased their target price on Blue Owl Capital from $23.50 to $22.00 and set an “overweight” rating on the stock in a report on Thursday, October 9th. BMO Capital Markets started coverage on Blue Owl Capital in a research report on Friday, October 3rd. They set an “outperform” rating and a $18.00 target price on the stock. Evercore ISI reduced their target price on Blue Owl Capital from $21.00 to $19.00 and set an “outperform” rating for the company in a report on Friday, October 31st. Finally, Barclays dropped their price target on Blue Owl Capital from $21.00 to $19.00 and set an “overweight” rating on the stock in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $21.50.

Blue Owl Capital 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.