Earnings summaries and quarterly performance for BLUE OWL CAPITAL.
Executive leadership at BLUE OWL CAPITAL.
Douglas Ostrover
Detailed
Co-Chief Executive Officer
CEO
Marc Lipschultz
Detailed
Co-Chief Executive Officer
CEO
AK
Alan Kirshenbaum
Detailed
Chief Financial Officer
AP
Andrew Polland
Detailed
Chief Operating Officer
CP
Craig Packer
Detailed
Co-President
MZ
Marc Zahr
Detailed
Co-President
MR
Michael Rees
Detailed
Co-President
NR
Neena Reddy
Detailed
Chief Legal Officer, General Counsel and Secretary
Board of directors at BLUE OWL CAPITAL.
Research analysts who have asked questions during BLUE OWL CAPITAL earnings calls.
Alexander Blostein
Goldman Sachs
4 questions for OWL
Also covers: AB, AMG, AMP +31 more
BM
Brian McKenna
Citizens JMP Securities
4 questions for OWL
Also covers: ARCC, ARES, BX +14 more
Craig Siegenthaler
Bank of America
4 questions for OWL
Also covers: AB, AMP, AMTD +26 more
Crispin Love
Piper Sandler
4 questions for OWL
Also covers: ABL, ABR, AGNC +24 more
GS
Glenn Schorr
Evercore ISI
4 questions for OWL
Also covers: APO, BAC, BEN +14 more
Patrick Davitt
Autonomous Research
4 questions for OWL
Also covers: ABL, AMG, APO +10 more
SC
Steven Chubak
Wolfe Research
4 questions for OWL
Also covers: AMP, AMTD, APO +17 more
WK
William Katz
TD Cowen
3 questions for OWL
Also covers: AB, AMG, AMTD +25 more
BH
Brennan Hawken
UBS Group AG
2 questions for OWL
Also covers: AMP, AMTD, APO +26 more
Brian Bedell
Deutsche Bank
2 questions for OWL
Also covers: AMG, AMTD, APO +22 more
CK
Christoph Kotowski
Oppenheimer & Co. Inc.
2 questions for OWL
Also covers: AOMR, GCMG, KKR +3 more
MB
Michael Brown
Wells Fargo Securities
2 questions for OWL
Also covers: APO, ARES, BAM +18 more
AB
Alexander Bernstein
JPMorgan Chase & Co.
1 question for OWL
Also covers: BN, HLI, PX
Ben Budish
Barclays PLC
1 question for OWL
Also covers: AB, APO, ARES +19 more
Benjamin Budish
Barclays PLC
1 question for OWL
Also covers: AB, APO, ARES +23 more
BH
Bradley Hach
TD Cowen
1 question for OWL
Also covers: VRTS
KW
Kenneth Worthington
JPMorgan Chase & Co.
1 question for OWL
Also covers: APO, ARES, BAM +27 more
Kyle Voigt
Keefe, Bruyette & Woods
1 question for OWL
Also covers: AMTD, APO, ARES +17 more
Recent press releases and 8-K filings for OWL.
Blue Owl Capital, Transformco, and Fidem Financial Launch Aress Platform
OWL
Product Launch
New Projects/Investments
- Aress Financial Services, a next-generation credit card origination and servicing platform for co-branded credit cards, has been launched.
- Aress is a joint venture between Transformco, Fidem Financial, and funds managed by Blue Owl Capital.
- Blue Owl Capital, a leading asset manager with over $295 billion in assets under management as of September 30, 2025, contributes bespoke capital solutions to the platform.
- The platform is designed to reduce intermediaries, strengthen alignment among brands, banks, and investors, and offer a modern alternative to traditional credit card servicing models.
1 day ago
Blue Owl Capital Faces Securities Class Action Lawsuit
OWL
Legal Proceedings
Demand Weakening
- Faruqi & Faruqi, LLP is investigating Blue Owl Capital Inc. (NYSE: OWL) for potential federal securities law violations and has filed a class action lawsuit.
- The complaint alleges the company made false or misleading statements and failed to disclose meaningful pressure on its asset base from BDC redemptions, undisclosed liquidity issues, and the likelihood of limiting or halting redemptions of certain BDCs.
- This follows a November 16, 2025, Financial Times article reporting Blue Owl blocked redemptions in one of its private credit funds, which led to Blue Owl's stock price falling $0.85, or 5.8%, to $13.77 per share on November 17, 2025.
- Investors who purchased Blue Owl securities between February 6, 2025, and November 16, 2025, are encouraged to contact the firm, with a lead plaintiff deadline of February 2, 2026.
4 days ago
Blue Owl Capital Faces Securities Class Action Investigation
OWL
Legal Proceedings
Demand Weakening
Delisting/Listing Issues
- Faruqi & Faruqi, LLP is investigating potential federal securities law violations by Blue Owl Capital Inc. (NYSE: OWL), alleging the company made false or misleading statements and failed to disclose issues regarding BDC redemptions and liquidity.
- The investigation follows a Financial Times article published on November 16, 2025, which reported that Blue Owl blocked redemptions in a private credit fund due to a merger, potentially causing investors to lose the ability to redeem at Net Asset Value (NAV).
- Following this news, Blue Owl's stock price fell $0.85, or 5.8%, to close at $13.77 per share on November 17, 2025.
- Investors who purchased Blue Owl securities between February 6, 2025, and November 16, 2025, have until February 2, 2026, to seek the role of lead plaintiff in the federal securities class action.
7 days ago
Blue Owl Co-CEO Outlines 2026 Priorities and Growth Initiatives
OWL
Guidance Update
New Projects/Investments
- Blue Owl's key priorities for 2026 include execution, improving margins towards 60%, and increasing FRE per share.
- The company is actively fundraising for several flagship funds, including a $7.5 billion triple net lease fund, GP stakes, a digital infrastructure fund (expected to be materially bigger than the last $7 billion fund), and an alternative asset institutional fund aiming for a $2.5 billion hard cap.
- The underlying performance of private credit is described as good, with an average company EBITDA of approximately $275 million and loan-to-value ratios of about 39% for corporate credit and 30% for software loans. Software loans have not experienced a single dollar loss over a nine-year period.
- New product launches in digital infrastructure and alternative credit are showing strong initial success, with the new digital infrastructure fund reaching almost $2 billion quickly, including $700 million from the wealth channel.
- The wealth channel remains a significant growth engine, having generated $16 billion in inflows over the last 12 months, with plans for continued expansion of products and global reach.
Dec 10, 2025, 6:40 PM
Blue Owl Outlines 2026 Priorities and Fundraising Outlook
OWL
Guidance Update
New Projects/Investments
M&A
- Blue Owl's Co-CEO, Doug Ostrover, outlined the company's 2026 priorities, focusing on execution, improving margins, and increasing FRE per share. This follows a 2025 focus on integrating acquisitions and achieving synergies.
- The company is actively engaged in fundraising for several key products, including a real estate triple net lease fund targeting $7.5 billion, a digital infrastructure fund expected to be materially bigger than its prior $7 billion fund, and an alternative asset institutional fund targeting $2.5 billion. The new digital infrastructure fund reached just under $2 billion faster than any previous fund.
- Blue Owl's wealth channel has demonstrated significant growth, with $16 billion in inflows over the last 12 months and an expanded global team of over 200 people.
- While M&A was a focus in 2024 and 2025, the current strategic emphasis for 2026 is on growing existing assets. Future M&A considerations would target large markets with demand/supply imbalances, high current income, and strong downside protection.
Dec 10, 2025, 6:40 PM
Blue Owl Outlines 2026 Priorities and Fundraising Outlook
OWL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Blue Owl's strategic focus for 2026 is on execution, aiming to improve margins towards a 60% target and increase FRE per share.
- The company is actively fundraising for several key initiatives, including a triple net lease real estate fund targeting $7.5 billion (expected to exceed) , a new digital infrastructure fund launching in Q2 2026 (expected to be materially larger than the previous $7 billion fund) , and completing a GP stakes fund in the first six months of 2026.
- New product launches, such as the digital infrastructure product, have seen rapid success, raising $1.7 billion (with $700 million from the wealth channel) , and an alternative credit wealth product reaching $1 billion. The underlying performance of Blue Owl's funds is strong, with portfolio companies showing 7.5%-8% revenue and EBITDA growth.
- Despite a recent slowdown in non-traded BDC sales as of December 1, Blue Owl remains optimistic about private debt, highlighting its ability to generate 9% on secured loans and protect against downside risk.
Dec 10, 2025, 6:40 PM
Blue Owl Capital Faces Securities Fraud Class Action Lawsuit
OWL
Legal Proceedings
- A class action lawsuit has been filed against Blue Owl Capital Inc. (OWL) by Johnson Fistel, PLLP on behalf of investors who purchased securities between February 6, 2025, and November 16, 2025.
- The lawsuit alleges that Blue Owl made materially false and/or misleading statements and failed to disclose critical information regarding its business and liquidity, specifically pressure on its asset base from BDC redemptions and undisclosed liquidity issues.
- Investors who suffered losses during the Class Period have until February 2, 2026, to seek appointment as lead plaintiff.
Dec 8, 2025, 5:35 PM
Blue Owl Capital-backed Splitero Closes Inaugural HEI Securitization
OWL
Debt Issuance
New Projects/Investments
- Splitero, with support from funds managed by Blue Owl Capital and Antarctica Capital, closed a $283.3 million rated home equity investment (HEI) securitization on November 25, 2025.
- The securitization, Splitero Trust 2025-1, included $195.5 million of senior class A-1 securities rated A (low) (sf).
- The transaction drew record investor demand, with over $2 billion in demand for the A-1 class and a 9.25x oversubscription of the entire transaction, marking it as the largest inaugural HEI securitization ever.
- Blue Owl Capital, an asset manager with over $295 billion in assets under management as of September 30, 2025, supported Splitero's platform and product positioning.
Dec 8, 2025, 3:00 PM
Blue Owl Capital Faces Securities Class Action Lawsuit
OWL
Legal Proceedings
M&A
- A federal securities class action has been filed against Blue Owl Capital Inc. (NYSE: OWL), with a deadline for investors to seek the role of lead plaintiff set for February 2, 2026.
- The complaint alleges that Blue Owl made false and/or misleading statements by failing to disclose meaningful pressure on its asset base from BDC redemptions, undisclosed liquidity issues, and the likelihood of limiting or halting redemptions of certain BDCs.
- These allegations follow a November 16, 2025 Financial Times article detailing how Blue Owl blocked redemptions in one of its private credit funds as it merges with a larger vehicle, potentially leading to significant losses for investors.
- On November 17, 2025, following this news, Blue Owl's stock price fell $0.85, or 5.8%, to close at $13.77 per share.
Dec 5, 2025, 8:10 PM
Blue Owl Capital Executives Purchase Stock Amid Price Declines
OWL
Share Buyback
New Projects/Investments
- Blue Owl Capital executives and employees purchased over $200 million in stock, including $70 million in Class A common stock, with CEO Marc S. Lipschultz acquiring $2.38 million in early December.
- The company scrapped a planned fund merger and is authorized to repurchase up to $200 million of its common stock to enhance shareholder value.
- Blue Owl also made a $40 million growth investment in Coremont to improve portfolio management software and AI capabilities.
- Analyst ratings are mixed, ranging from Hold to Strong Buy with price targets between $14 and $28, while the company faces challenges such as high leverage and fluctuating cash flow.
Dec 3, 2025, 12:43 AM
Quarterly earnings call transcripts for BLUE OWL CAPITAL.
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