Piper Sandler Has Lowered Expectations for Blue Owl Capital (NYSE:OWL) Stock Price

Blue Owl Capital (NYSE:OWL) had its price target cut by analysts at Piper Sandler from $15.00 to $12.50 in a research report issued on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Piper Sandler’s target price suggests a potential upside of 50.13% from the stock’s previous close.

Other analysts have also issued reports about the company. Citizens Jmp lowered their target price on Blue Owl Capital from $26.00 to $23.00 and set a “market outperform” rating on the stock in a research note on Tuesday, March 17th. BMO Capital Markets cut their price target on Blue Owl Capital from $15.00 to $11.00 and set an “outperform” rating for the company in a research note on Tuesday, March 24th. Citigroup reissued an “outperform” rating on shares of Blue Owl Capital in a report on Tuesday, January 27th. The Goldman Sachs Group lowered their price objective on Blue Owl Capital from $16.25 to $14.00 and set a “neutral” rating on the stock in a research note on Friday, February 6th. Finally, UBS Group cut their target price on shares of Blue Owl Capital from $16.50 to $12.00 and set a “neutral” rating for the company in a research report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $16.03.

Blue Owl Capital Stock Performance

Shares of OWL stock opened at $8.33 on Tuesday. The firm’s 50-day simple moving average is $10.44 and its two-hundred day simple moving average is $13.89. Blue Owl Capital has a 52 week low of $7.95 and a 52 week high of $21.08. The firm has a market cap of $12.94 billion, a price-to-earnings ratio of 83.27, a P/E/G ratio of 0.78 and a beta of 1.21.

Blue Owl Capital (NYSE:OWL) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. The company had revenue of $701.47 million for the quarter, compared to analysts’ expectations of $712.75 million. Analysts forecast that Blue Owl Capital will post 0.92 earnings per share for the current year.

Institutional Trading of Blue Owl Capital

A number of hedge funds have recently made changes to their positions in the stock. Norges Bank purchased a new position in Blue Owl Capital in the fourth quarter worth $140,643,000. William Blair Investment Management LLC purchased a new stake in Blue Owl Capital during the fourth quarter valued at about $113,782,000. Boston Partners lifted its stake in Blue Owl Capital by 121.9% during the third quarter. Boston Partners now owns 12,153,776 shares of the company’s stock worth $205,493,000 after purchasing an additional 6,677,610 shares during the last quarter. Capital World Investors boosted its holdings in shares of Blue Owl Capital by 5.9% in the 4th quarter. Capital World Investors now owns 90,245,690 shares of the company’s stock worth $1,348,272,000 after purchasing an additional 5,029,134 shares in the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of Blue Owl Capital by 7.9% in the 3rd quarter. Vanguard Group Inc. now owns 67,916,888 shares of the company’s stock worth $1,149,833,000 after purchasing an additional 4,968,526 shares in the last quarter. 35.85% of the stock is owned by institutional investors.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Bank of America Securities published a buy on OWL, signaling institutional support that could stabilize demand for the shares and limit downside if liquidity concerns ease. Article Title
• Positive Sentiment: Piper Sandler left an overweight rating despite lowering its price target to $12.50, implying the firm still sees meaningful upside if outflow fears abate or performance normalizes. Article Title
• Neutral Sentiment: Barclays cut its price target from $11 to $9 and set an “equal weight” rating — a hold‑type view that reduces near‑term upside expectations but is not a sell call. Article Title
• Neutral Sentiment: Goldman Sachs trimmed its target from $14 to $9 and moved to “neutral,” which signals more cautious expectations from a major desk and may keep trading range constrained until flows and credit marks clarify. Article Title
• Negative Sentiment: Moody’s cut the outlook on Blue Owl’s flagship fund to negative citing elevated Q1 redemptions, raising the risk of further rating pressure and client flight that can compress NAVs and hurt management fees. Article Title
• Negative Sentiment: Coverage highlights that Blue Owl has hit record lows amid private‑credit jitters and heightened scrutiny of liquidity and asset marks; such narrative risk can accelerate selling and multiple compression. Article Title
• Negative Sentiment: Opinion pieces warn about systemic implications of a Blue Owl crisis, amplifying market fear even if the direct contagion risk is uncertain — increased headline risk can pressure the stock beyond fundamentals. Article Title

Blue Owl Capital Company 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.