Blue Owl Capital (OWL) Projected to Post Earnings on Thursday

Blue Owl Capital (NYSE:OWL) is anticipated to release its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect Blue Owl Capital to post earnings of $0.23 per share and revenue of $712.7510 million for the quarter. Individuals may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, February 5, 2026 at 10:00 AM ET.

Blue Owl Capital (NYSE:OWL) last released its earnings results on Thursday, October 30th. The company reported $0.22 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.22. The firm had revenue of $687.00 million during the quarter, compared to analyst estimates of $685.95 million. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. On average, analysts expect Blue Owl Capital to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Blue Owl Capital Stock Performance

Shares of NYSE:OWL opened at $14.51 on Thursday. The stock’s 50-day moving average is $15.39 and its 200-day moving average is $16.93. The company has a market cap of $22.62 billion, a P/E ratio of 241.79, a P/E/G ratio of 1.24 and a beta of 1.13. Blue Owl Capital has a 52-week low of $13.25 and a 52-week high of $26.35.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Raymond James Financial raised Blue Owl Capital from a “market perform” rating to a “strong-buy” rating and set a $20.00 price target on the stock in a research report on Wednesday, December 10th. Wolfe Research set a $20.00 target price on shares of Blue Owl Capital in a research report on Wednesday, January 7th. JPMorgan Chase & Co. upped their target price on shares of Blue Owl Capital from $21.50 to $22.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Citigroup reaffirmed an “outperform” rating on shares of Blue Owl Capital in a research report on Tuesday. Finally, Evercore ISI decreased their target price on Blue Owl Capital from $19.00 to $17.00 and set an “outperform” rating on the stock in a research report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $20.78.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Encouraging Q4 preview and analyst sentiment that highlighted areas of strength for Blue Owl, supporting a constructive near‑term view. Encouraging sentiment for Blue Owl (OWL) after Q4 preview
• Positive Sentiment: Management engagement scheduled: Co‑CEO Doug Ostrover will present at the Bank of America Financial Services Conference on Feb 10 (webcast available), which gives investors an opportunity for updated guidance and Q&A. Blue Owl presentation at BofA conference
• Positive Sentiment: Contrarian coverage has surfaced recommending Blue Owl as a 2026 opportunity, which may attract value‑oriented investors if volatility continues. Seeking Alpha contrarian piece
• Neutral Sentiment: Company executives and strategists are discussing the private‑credit outlook in media appearances, which provides context for the firm’s core business but is unlikely alone to move shares dramatically. James Clarke on private credit outlook
• Negative Sentiment: Wave of class‑action notices and filings: multiple law firms are soliciting lead‑plaintiff applicants and reminding OWL investors of a Feb 2, 2026 deadline in a securities‑fraud suit tied to the Feb 6–Nov 16, 2025 alleged class period — increasing legal overhang and potential settlement/expense risk. Rosen Law Firm class action notice
• Negative Sentiment: Institutional selling: an investment manager disclosed a sale of ~645k OWL shares (~$10.1M), trimming its position and moving Blue Owl outside its top five holdings — a sign of reduced institutional conviction that can pressure the stock. Fool: $10.1M sale filing

Insider Buying and Selling at Blue Owl Capital

In other Blue Owl Capital news, insider Craig Packer purchased 110,227 shares of the business’s stock in a transaction on Tuesday, December 2nd. The stock was purchased at an average price of $15.06 per share, for a total transaction of $1,660,018.62. Following the completion of the purchase, the insider directly owned 94,000 shares in the company, valued at approximately $1,415,640. This trade represents a -679.28% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Marc S. Lipschultz acquired 69,663 shares of the firm’s stock in a transaction 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 acquisition, the chief executive officer directly owned 79,000 shares of the company’s stock, valued at approximately $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 have acquired a total of 395,670 shares of company stock valued at $5,952,393 in the last 90 days. Insiders own 27.44% of the company’s stock.

Hedge Funds Weigh In On Blue Owl Capital

A number of hedge funds have recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Blue Owl Capital by 499.6% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 15,632 shares of the company’s stock valued at $265,000 after purchasing an additional 13,025 shares in the last quarter. Kentucky Retirement Systems Insurance Trust Fund increased its position in shares of Blue Owl Capital by 12.6% during the 3rd quarter. Kentucky Retirement Systems Insurance Trust Fund now owns 16,053 shares of the company’s stock worth $272,000 after purchasing an additional 1,801 shares in the last quarter. Entropy Technologies LP bought a new position in Blue Owl Capital during the 3rd quarter valued at about $225,000. SeaCrest Wealth Management LLC lifted its holdings in Blue Owl Capital by 18.4% during the 3rd quarter. SeaCrest Wealth Management LLC now owns 18,040 shares of the company’s stock valued at $298,000 after purchasing an additional 2,801 shares during the last quarter. Finally, Certuity LLC acquired a new position in Blue Owl Capital in the third quarter valued at about $187,000. 35.85% of the stock is owned by institutional investors and hedge funds.

About Blue Owl Capital

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.