Blue Owl Capital Inc. (OWL) Reports Next Week: What You Should Expect
Blue Owl Capital (OWL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
OWL - Blue Owl Capital Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$11.45
DETAILS
HIGH:
$15.00
LOW:
$9.00
MEDIAN:
$10.50
CONSENSUS:
$11.45
UPSIDE:
24.46%
Stock News
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INVESTIGATION NOTICE: Girard Sharp Law Firm Encourages Former Investors of Blue Owl Technology Finance Corp. II Who Received Shares of Blue Owl Technology Finance Corp. (NYSE: OTF), to Contact the Firm
SAN FRANCISCO, July 15, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl Technology Finance Corp. II (“Blue Owl Technology II”) investors who received shares of Blue Owl Technology Finance Corp. (“Blue Owl Technology”) in connection with Blue Owl Technology's merger with Blue Owl Technology II on March 24, 2025.
INVESTIGATION NOTICE: Girard Sharp Law Firm Encourages Former Investors of Blue Owl Technology Finance Corp. II Who Received Shares of Blue Owl Technology Finance Corp. (NYSE: OTF), to Contact the Firm
SAN FRANCISCO, July 14, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl Technology Finance Corp. II (“Blue Owl Technology II”) investors who received shares of Blue Owl Technology Finance Corp. (“Blue Owl Technology”) in connection with Blue Owl Technology's merger with Blue Owl Technology II on March 24, 2025.
US direct-lending activity falls even as private credit firms raise more cash
Direct lending by U.S. private credit firms fell sharply in the second quarter even as fund-raising by such firms rebounded, underscoring the deviation between capital raised for the asset class and the deal flow to absorb it.
Funds Managed by Blue Owl Capital Complete Acquisition of Spire Healthcare Portfolio
NEW YORK, July 8, 2026 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, today announced that funds managed by Blue Owl, together with Moor Park Capital Partners ("Moor Park"), have successfully completed the acquisition of a portfolio of 12 acute-care hospitals operated by Spire Healthcare Group plc, the UK's leading private hospital operator. "The acquisition of the Spire portfolio represents a strategic investment in a portfolio of high-quality UK private hospitals with a market leading tenant, well-structured long-term leases and significantly accelerates the expansion of our European Net Lease strategy," said Marc Zahr, Co-President and Global Head of Real Assets at Blue Owl.
Funds Managed by Blue Owl Digital Infrastructure Strategy Launch Kirkwood Infrastructure Group
The new venture will help develop advanced conduit and high-count fiber infrastructure to support the rapidexpansion of hyperscale data centers & next-generation connectivity across the United States CHICAGO, July 8, 2026 /PRNewswire/ -- Funds managed by Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, today announced the launch of Kirkwood Infrastructure Group ("Kirkwood IG"), a wholly owned developer and operator of next-generation communications infrastructure supporting the continued digital transformation of the United States. Blue Owl launches Kirkwood Infrastructure Group to power the next generation of U.S. digital connectivity.
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Blue Owl Capital Just Showed Green Shoots Of A Big Recovery
Blue Owl Capital has been hammered by fears of AI-driven loan disruption and a private-credit "liquidity mismatch." However, it just showed green shoots that its nightmarish start to 2026 may soon be over. I provide a detailed update on my OWL investment thesis.
Blue Owl Stock Rises as Exit Rush Eases
Blue Owl Capital faced higher June-quarter redemption requests than peers, but there was some good news: Exit requests at Blue Owl declined from March quarter levels.
Blue Owl stock rises as redemption requests ease at its flagship funds
Investors sought to withdraw less money from two of Blue Owl Capital's flagship private-credit funds in the second quarter, providing early signs that redemption pressures across the sector may be beginning to moderate after months of elevated withdrawals. The New York-based alternative asset manager said investors requested withdrawals totaling $4.7 billion during the quarter, down from $5.4 billion in the previous three months.
Blue Owl Investors Ask to Withdraw $4.7 Billion From Flagship Funds
Redemption requests declined from the previous quarter but remained elevated.
Funds Managed by Blue Owl Capital Complete Acquisition of Sila Realty Trust
NEW YORK and TAMPA, Fla., July 1, 2026 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, today announced that funds managed by Blue Owl have successfully completed the previously announced acquisition of Sila Realty Trust, Inc. ("Sila" or "the Company"), a net lease real estate investment trust with a strategic focus on investing in the growing and resilient healthcare sector.
Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Second Quarter Ended June 30, 2026 Financial Results
NEW YORK, July 1, 2026 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for the second quarter ended June 30, 2026 on Wednesday, August 5, 2026 after market close. OBDC invites all interested persons to its webcast / conference call on Thursday, August 6, 2026 at 10:00 a.m.
Blue Owl Technology Finance Corp. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Second Quarter Ended June 30, 2026 Financial Results
NEW YORK, July 1, 2026 /PRNewswire/ -- Blue Owl Technology Finance Corp. (NYSE: OTF) ("OTF") today announced it will release its financial results for the second quarter ended June 30, 2026 on Wednesday, August 5, 2026 after market close. OTF invites all interested persons to its webcast / conference call on Thursday, August 6, 2026 at 11:30 a.m.
Blue Owl Capital Inc. to Announce Second Quarter 2026 Results
NEW YORK, July 1, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced it will release its financial results for the second quarter ended June 30, 2026 on Thursday, July 30, 2026 before market open. Blue Owl invites all interested persons to its webcast / conference call at 10 a.m.
SummitIG Strengthens Market Footprint with Acquisition of Dark Fiber & Infrastructure
Strategic acquisition adds critical network density and route diversity across Northern Virginia and Maryland, reinforcing SummitIG's position as the leading digital connectivity partner STERLING, Va., June 30, 2026 /PRNewswire/ -- SummitIG, the premier pure-play dark fiber provider with unmatched network quality and scale for data center connectivity solutions, today announced it has completed the acquisition of Dark Fiber and Infrastructure, LLC ("DF&I") from funds managed by Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager.
The Private Credit Boom Faces a Real Test. What It Means for Ares Capital.
Private credit tends to go through cycles, and investors appear worried that too much money is chasing too few ideas.
Blue Owl Capital: 11.5% Yield At A 25% Discount
Why futures markets' pricing in a potential July interest rate hike makes floating-rate lenders like OBDC an immediate strategic buy. OBDC has a structured policy that automatically passes 50% of excess adjusted NII straight to shareholders as quarterly supplemental dividends. OBDC's focus on large, stable companies (averaging $239 million in annual EBITDA) keeps its net credit loss rate at a mere 31 bps.
Blue Owl: The Market Is Still Pricing In An Earnings Collapse
Blue Owl Capital remains significantly undervalued, trading at 9.6x forward P/E and offering an 11% forward dividend yield. Despite recent sell-offs and retail jitters, OWL's institutional base is resilient, downplaying the selling frenzy that struck again in June. Direct lending headwinds persist, but OWL's growth in real estate and data infrastructure AUM, especially from AI-driven demand, provides substantial upside optionality.
Price Targets
Blue Owl Capital price target lowered to $11 from $12 at BMO Capital
$11.00
(was $9.32)
Capital One Financial
Blue Owl Capital price target lowered to $9 from $10 at Barclays
$9.00
(was $9.29)
Benjamin Budish
·
Barclays
Blue Owl Capital private credit fund redemption requests ease in Q2
$9.10
(was $9.05)
Credit Suisse
UBS Reiterates Neutral Rating on Blue Owl Capital (OWL)
$9.50
(was $9.43)
Michael Brown
·
UBS
Blue Owl Capital price target raised to $10 from $9 at Barclays
$10.00
(was $9.75)
Benjamin Budish
·
Barclays
Blue Owl Capital downgraded to Hold from Buy at Deutsche Bank
$10.00
(was $10.44)
Brian Bedell
·
Deutsche Bank
Blue Owl Capital price target lowered to $12 from $16.50 at UBS
$12.00
(was $11.19)
UBS
Blue Owl Capital price target lowered to $14 from $17 at Evercore ISI
$14.00
(was $12.45)
Evercore ISI
Blue Owl Capital price target lowered to $14 from $16.25 at Goldman Sachs
$14.00
(was $11.63)
Goldman Sachs
Blue Owl Capital price target lowered to $15 from $21 at Piper Sandler
$15.00
(was $11.63)
Crispin Love
·
Piper Sandler
Blue Owl Capital price target lowered to $15 from $18 at Barclays
$15.00
(was $11.63)
Barclays
Blue Owl Capital price target lowered to $17 from $19 at Evercore ISI
$17.00
(was $15.86)
Evercore ISI
Blue Owl Capital price target raised to $27 from $25 at Oppenheimer
$27.00
(was $15.86)
Oppenheimer
Blue Owl Capital price target lowered to $16.50 from $18 at UBS
$16.50
(was $15.49)
Michael Brown
·
UBS
Blue Owl Capital price target lowered to $18 from $19 at Barclays
$18.00
(was $15.78)
Barclays
Blue Owl Capital price target lowered to $20 from $21 at Wolfe Research
$20.00
(was $15.52)
Wolfe Research
Blue Owl Capital price target lowered to $16.25 from $18.25 at Goldman Sachs
$16.25
(was $15.87)
Alexander Blostein
·
Goldman Sachs
UBS Assumes Blue Owl Capital (OWL) at Neutral
$18.00
(was $16.56)
Michael Brown
·
UBS
Blue Owl Capital upgraded to Strong Buy from Market Perform at Raymond James
$20.00
(was $16.67)
Raymond James
Blue Owl Capital price target lowered to $19 from $21 at Evercore ISI
$19.00
(was $15.71)
Glenn Schorr
·
Evercore ISI