Stephens Inc. AR Has $12.13 Million Holdings in Blue Owl Capital Inc. $OWL

Stephens Inc. AR grew its holdings in shares of Blue Owl Capital Inc. (NYSE:OWL) by 7.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 716,656 shares of the company’s stock after purchasing an additional 49,190 shares during the period. Stephens Inc. AR’s holdings in Blue Owl Capital were worth $12,133,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in OWL. MorganRosel Wealth Management LLC bought a new position in Blue Owl Capital in the 2nd quarter valued at about $51,000. Headlands Technologies LLC bought a new position in Blue Owl Capital in the 2nd quarter valued at approximately $51,000. Creative Financial Designs Inc. ADV increased its holdings in Blue Owl Capital by 6,504.1% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 3,236 shares of the company’s stock worth $62,000 after purchasing an additional 3,187 shares in the last quarter. Farther Finance Advisors LLC increased its stake in shares of Blue Owl Capital by 216.3% in the third quarter. Farther Finance Advisors LLC now owns 5,313 shares of the company’s stock valued at $90,000 after buying an additional 3,633 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Blue Owl Capital by 248.7% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,680 shares of the company’s stock worth $90,000 after purchasing an additional 3,338 shares during the period. Institutional investors and hedge funds own 35.85% of the company’s stock.

Insider Activity

In other news, CEO Douglas I. Ostrover purchased 139,327 shares of the stock in a transaction on Tuesday, December 2nd. The shares were acquired at an average price of $15.06 per share, with a total value of $2,098,264.62. Following the completion of the acquisition, the chief executive officer directly owned 158,000 shares of the company’s stock, valued at $2,379,480. This trade represents a 746.14% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Craig Packer bought 110,227 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were acquired at an average cost of $15.06 per share, for a total transaction of $1,660,018.62. Following the purchase, the insider directly owned 94,000 shares in the company, valued at $1,415,640. This trade represents a -679.28% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have bought 395,670 shares of company stock worth $5,952,393. Corporate insiders own 27.20% of the company’s stock.

Blue Owl Capital Trading Up 1.9%

Blue Owl Capital stock opened at $15.58 on Thursday. Blue Owl Capital Inc. has a 1-year low of $13.25 and a 1-year high of $26.73. The firm has a market capitalization of $24.31 billion, a PE ratio of 259.78, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. The firm’s 50 day simple moving average is $15.25 and its 200 day simple moving average is $17.22.

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

Blue Owl Capital Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, November 24th. Investors of record on Monday, November 10th were given a dividend of $0.225 per share. This represents a $0.90 annualized dividend and a yield of 5.8%. The ex-dividend date of this dividend was Monday, November 10th. Blue Owl Capital’s dividend payout ratio is 1,500.00%.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: TD Cowen lowered its price target from $26 to $24 but maintained a “Buy” rating — the firm still projects roughly 54% upside from current levels, which likely underpins buying interest. TD Cowen price target change (Benzinga)
• Negative Sentiment: Multiple law firms and firms representing investors (Levi & Korsinsky, Faruqi & Faruqi, Schall Law, DJS Law Group, Pomerantz, Rosen, Glancy Prongay & Murray, Portnoy, Gross, etc.) issued class‑action notices and solicitations for lead‑plaintiff motions covering the alleged class period (Feb 6, 2025–Nov 16, 2025), with a February 2, 2026 deadline to file. This wave of litigation notices raises the prospect of regulatory scrutiny, potential defense costs and settlement risk that could weigh on the stock. Representative notices: Contact The Gross Law Firm by February 2, 2026 Deadline to Join Class Action Against Blue Owl Capital Inc. (GLOBE NEWSWIRE) Levi & Korsinsky class action notice (PR Newswire) Schall Law Firm notice (PR Newswire)

Analyst Ratings Changes

Several research firms have issued reports on OWL. Barclays lowered their price target on shares of Blue Owl Capital from $19.00 to $18.00 and set an “overweight” rating for the company in a report on Friday, January 9th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Blue Owl Capital in a research report on Wednesday, October 8th. BMO Capital Markets assumed coverage on shares of Blue Owl Capital in a research report on Friday, October 3rd. They issued an “outperform” rating and a $18.00 price target for the company. JPMorgan Chase & Co. boosted their target price on shares of Blue Owl Capital from $21.50 to $22.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 29th. Finally, TD Cowen cut their price objective on shares of Blue Owl Capital from $26.00 to $24.00 and set a “buy” rating on the stock in a report on Wednesday. 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 currently has an average rating of “Moderate Buy” and an average target price of $20.78.

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.