OWL - Blue Owl Capital Inc.
Blue Owl Capital Inc. is trading near 52-week lows, yet recent quarterly results show robust fee-related and distributable earnings growth. OWL's fee structure, driven by AUM-based management fees, insulates it from BDC-specific credit headwinds and dividend cuts impacting OBDC shareholders. The SpaceX stake provides a significant performance income hedge, with realized and potential mark-ups offering incremental distributable earnings upside.
SAN FRANCISCO, May 21, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of:
SAN DIEGO--(BUSINESS WIRE)---- $OWL #BlueOwl--Haeggquist & Eck, LLP Announces Investigation of Blue Owl Capital Inc.'s Directors and Officers for Breach of Fiduciary Duties.
Income-focused investors comparing high-yield options to mainstream dividend funds encounter a familiar gap.
Doug Ostrover is selling last of his stake in NFL team after the stock of his investment firm plummeted.
Blue Owl Capital (NYSE: OWL) has once again returned to the bond market with a second $400 million offering.
REIT buyouts are heating up as private equity targets deep discounts. We recently profited from three REIT takeovers. Two small REITs could be next, with big upside potential.
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It might make sense right now to look at investing in a business-development company whose shares trade at a premium to the underlying asset value.
The market is sleeping on two high-yielding opportunities that trade at deep discounts to fair value. Both companies have strong balance sheets, sound fundamentals, fully covered dividends, and are buying back stock. However, the market has recently sold off both of these opportunities, creating a great buy-the-dip opportunity for long-term-oriented income investors.
With the S&P 500 yielding under 2% and money-market rates drifting lower as the Fed signals easing, income investors are hunting for higher-yielding alternatives with room for capital appreciation.
OBDC has reported weak Q1 2026 earnings figures. All key metrics are down and the dividend got slashed as I predicted. Yet the actual situation is much better than what the headlines suggest.
NEW YORK, May 15, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced that Marc Lipschultz, co-CEO, will present at the Bernstein 42nd Annual Strategic Decisions Conference on Friday, May 29, 2026 at 10 am ET. A webcast of the presentation will be broadcast live on the Shareholders section of Blue Owl's website at www.ir.blueowl.com.
LOS ANGELES, May 13, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Blue Owl Credit Income Corp. (“Blue Owl Credit Income” or “the Company”) (OCIC) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.
Blue Owl Capital remains fundamentally strong despite negative market sentiment and heavy short interest, offering attractive long-term growth potential. OWL's revenue grew 10% year-over-year versus 6% expense growth, but distributable earnings still do not fully cover its newly raised $0.23 dividend. Management targets an 85% payout ratio and expects to cover the dividend soon, leveraging $29 billion in dry powder for future fee and DE growth.
The Normalization Myth: Learn why the recent dividend "cut" is simply a return to the rock-solid baseline we signed up for in 2021. Proven Outperformance: Discover how OBDC delivered $7.40 in total dividends on a $12.31 entry price – far exceeding original projections. OBDC's 1.0% non-accrual rate shows how management is choosing discipline over reckless leverage.
Blue Owl Capital NYSE: OBDC reported first-quarter 2026 adjusted net investment income of $0.31 per share and net asset value per share of $14.41, as management said lower base rates, tighter spreads and reduced fee income weighed on earnings.
With over two decades of leadership in insurance and asset management, Deva will spearhead Blue Owl's strategy to scale capabilities targeting insurance clients, delivering innovative investment solutions. NEW YORK, May 12, 2026 /PRNewswire/ -- Blue Owl Capital ("Blue Owl") (NYSE: OWL) today announced the appointment of Deva Mishra to lead Blue Owl Insurance Solutions, an initiative launched in 2024 to provide high-quality, specialized investment capabilities tailored to insurance clients.
The decline in returns is due to the Federal Reserve's rate cuts and rising defaults on their loans, firms say.
There's a potential $900 billion opportunity for third-party data center investors, says Ares exec. AI bets were a theme of this year's earnings season across private equity and credit.