US · Financial Services · Asset Management
EPS came in at 0.22 against a street estimate of 0.22 — a beat of 0.0%.
Analysts rate Blue Owl Capital Inc a buy (12 buy, 3 hold, 0 sell out of 15) with an average price target of $12.74.
CONFIDENT Q2 revenue +7.1% YoY, FRE $0.25/share, DE $0.22/share. Real assets grew 25% AUM, 27% revenue. Direct lending now 35% of AUM vs. 50% two years ago. Guidance beat Street; confidence on full-year FRE and DE outperformance affirmed. Q2 2026 Fund VII added LPs from Australia, Korea, Scandinavia, Israel, Kuwait, UAE. First-time investor share 60%; consultant-led capital $1.5B. Analysts pressed on guidance beats (capital call visibility), data center competitiveness (proprietary build model defends), and drawdown fund optionality (mgmt open to launching if demand exists). Management emphasized diversification benefits and upcoming deployment inflection over next two quarters. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 12.53% |
| Capital World Investors | 7.88% |
| Capital Research Global Investors | 6.32% |
| Vanguard Portfolio Management, LLC | 5.31% |
| ICONIQ Capital, LLC | 5.02% |
| BlackRock Inc | 4.88% |
| Vanguard Capital Management, LLC | 4.31% |
| Bank of America Corp | 2.48% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 BLUE OWL CAPITAL INC. - 8-K SUMMARY HEADLINE NUMBERS • Company issued $750,000,000 aggregate principal amount of Senior Notes on August 18, 2026 • I | 2026-08-18 |
| Company announcement · Q3 2026 BLUE OWL CAPITAL INC. - 8-K SUMMARY HEADLINE NUMBERS • Blue Owl Finance LLC (indirect subsidiary) priced a debt offering of $750,000,000 aggregate p | 2026-08-12 |
| Quarterly report · Q2 2026 BLUE OWL CAPITAL INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income Attributable to Blue Owl: $11.4 million (Q2 2026) vs. $17.4 million (Q2 2 | 2026-07-31 |
| Results announced · Q3 2026 BLUE OWL CAPITAL INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Assets Under Management (AUM): $319.0 billion as of June 30, 2026, up 12% year-o | 2026-07-30 |
| Shareholder vote results · Q2 2026 BLUE OWL CAPITAL INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual meeting held June 4, 2026 • Total voting shares outstanding as of April 6, 2026 r | 2026-06-04 |
| Quarterly report · Q1 2026 BLUE OWL CAPITAL INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income: $15.5 million (Q1 2026) vs. $7.4 million (Q1 2025) — 109% increase • Fee | 2026-05-01 |
| Proxy statement · Q2 2026 BLUE OWL CAPITAL INC. – PROXY SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class II Directors for thr | 2026-04-17 |
| Annual report FY2025 BLUE OWL CAPITAL INC. – 2025 10-K SUMMARY --- HEADLINE NUMBERS • Total Assets Under Management (AUM): $307.4 billion as of December 31, 2025 • Fee- | 2026-02-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.23 / share ex-date Aug 13, 2026 · pay Aug 27, 2026 | 2026-08-13 |
| Dividend | $0.23 / share ex-date May 13, 2026 · pay May 27, 2026 | 2026-05-13 |
| Dividend | $0.23 / share ex-date Feb 20, 2026 · pay Mar 2, 2026 | 2026-02-20 |
| Dividend | $0.23 / share ex-date Nov 10, 2025 · pay Nov 24, 2025 | 2025-11-10 |
| Dividend | $0.23 / share ex-date Aug 14, 2025 · pay Aug 28, 2025 | 2025-08-14 |
| Announcement | Date |
|---|---|
| Over $200 million in shares repurchased by executives and employees Blue Owl Capital Inc. announced that over $200 million in shares were purchased across its three main entities (OWL, OBDC, and OTF) during November 2025 through early December 2025. This inc | 2025-12-02 |
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Google PlayApp StoreData updated 2026-09-18.