Evercore ISI Lowers Blue Owl Capital (NYSE:OWL) Price Target to $17.00

Blue Owl Capital (NYSE:OWL) had its price target reduced by investment analysts at Evercore ISI from $19.00 to $17.00 in a research note issued on Thursday, MarketBeat reports. The brokerage presently has an “outperform” rating on the stock. Evercore ISI’s price objective suggests a potential upside of 12.40% from the stock’s previous close.

A number of other equities research analysts have also recently commented on the stock. BMO Capital Markets began coverage on shares of Blue Owl Capital in a report on Friday, October 3rd. They set an “outperform” rating and a $18.00 target price for the company. The Goldman Sachs Group reissued a “neutral” rating and issued a $16.25 price target on shares of Blue Owl Capital in a research note on Tuesday, January 6th. Wolfe Research set a $20.00 price target on shares of Blue Owl Capital in a research report on Wednesday, January 7th. Oppenheimer reiterated an “outperform” rating and issued a $27.00 price objective on shares of Blue Owl Capital in a report on Tuesday. Finally, JPMorgan Chase & Co. increased their price objective 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. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $20.78.

Blue Owl Capital Trading Down 3.6%

NYSE:OWL opened at $15.13 on Thursday. The company has a market capitalization of $23.59 billion, a P/E ratio of 252.13, a PEG ratio of 1.33 and a beta of 1.13. Blue Owl Capital has a 12 month low of $13.25 and a 12 month high of $26.73. The firm has a fifty day simple moving average of $15.35 and a 200-day simple moving average of $17.05.

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

Insider Buying and Selling at Blue Owl Capital

In other Blue Owl Capital news, CEO Marc S. Lipschultz purchased 69,663 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were purchased at an average cost of $15.06 per share, with a total value of $1,049,124.78. Following the purchase, the chief executive officer owned 79,000 shares in the company, valued at approximately $1,189,740. This represents a 746.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Craig Packer purchased 110,227 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were bought at an average cost of $15.06 per share, with a total value of $1,660,018.62. Following the transaction, the insider directly owned 94,000 shares of the company’s stock, valued at $1,415,640. The trade was a -679.28% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders acquired 395,670 shares of company stock valued at $5,952,393. Company insiders own 27.20% of the company’s stock.

Institutional Trading of Blue Owl Capital

Institutional investors and hedge funds have recently bought and sold shares of the business. Capital World Investors raised its position in shares of Blue Owl Capital by 1.4% in the 3rd quarter. Capital World Investors now owns 85,216,556 shares of the company’s stock valued at $1,442,725,000 after purchasing an additional 1,143,201 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of Blue Owl Capital by 7.9% in the third 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. Capital International Investors raised its position in shares of Blue Owl Capital by 3.5% during the 3rd quarter. Capital International Investors now owns 62,726,334 shares of the company’s stock worth $1,061,999,000 after buying an additional 2,141,873 shares in the last quarter. Bank of America Corp DE boosted its stake in Blue Owl Capital by 8.4% during the 3rd quarter. Bank of America Corp DE now owns 22,563,953 shares of the company’s stock valued at $382,008,000 after purchasing an additional 1,751,024 shares in the last quarter. Finally, Boston Partners grew its holdings 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 acquiring an additional 6,677,610 shares during the period. Institutional investors and hedge funds own 35.85% of the company’s stock.

More Blue Owl Capital News

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

• Positive Sentiment: Independent bullish thesis argues OWL is materially undervalued given robust distributable earnings margins and stable fee revenues; the author says recent selling overstates AI and real‑estate risks and that the stock looks cheap versus peers. Article Title
• Neutral Sentiment: Valuation/coverage piece examines revenue growth versus mixed shareholder returns and provides context for how investors might think about OWL’s multiples and payout profile—useful for longer‑term positioning but not an immediate catalyst. Article Title
• Negative Sentiment: Multiple law firms have publicized a securities class action against Blue Owl covering purchases between Feb 6, 2025 and Nov 16, 2025 and are soliciting lead‑plaintiff claims ahead of a Feb 2, 2026 deadline — creating an immediate legal overhang and potential headline risk that can pressure the stock. Representative notices: PR Newswire summary of investor opportunity to lead the lawsuit. Article Title
• Negative Sentiment: Widespread reminder/solicitations from several plaintiff firms (Rosen, Levi & Korsinsky, Glancy Prongay Wolke, Pomerantz, Faruqi & Faruqi, etc.) amplifies the perceived litigation risk and could sustain selling pressure until the legal situation clarifies. Example reminder from Rosen Law Firm. Article Title
• Negative Sentiment: Evercore ISI trimmed its price target from $19 to $17 while keeping an Outperform rating — a modest downgrade that signals lowered near‑term expectations even though the analyst still sees upside versus the current price. 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.