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.
BM
Brian McKenna
Citizens JMP Securities
6 questions for OWL
Also covers: ARCC, ARES, BX +14 more
Craig Siegenthaler
Bank of America
6 questions for OWL
Also covers: AB, AMP, AMTD +26 more
Crispin Love
Piper Sandler
6 questions for OWL
Also covers: ABL, ABR, AGNC +24 more
GS
Glenn Schorr
Evercore ISI
6 questions for OWL
Also covers: APO, BAC, BEN +14 more
Patrick Davitt
Autonomous Research
6 questions for OWL
Also covers: ABL, AMG, APO +10 more
Alexander Blostein
Goldman Sachs
4 questions for OWL
Also covers: AB, AMG, AMP +31 more
BH
Brennan Hawken
UBS Group AG
4 questions for OWL
Also covers: AMP, AMTD, APO +30 more
SC
Steven Chubak
Wolfe Research
4 questions for OWL
Also covers: AMP, AMTD, APO +20 more
Benjamin Budish
Barclays PLC
3 questions for OWL
Also covers: AB, APO, ARES +24 more
WK
William Katz
TD Cowen
3 questions for OWL
Also covers: AB, AMG, AMTD +25 more
AB
Alex Bernstein
JPMorgan
2 questions for OWL
BK
Bill Katz
TD Securities
2 questions for OWL
Also covers: AB, AMTD, ARES +12 more
Brian Bedell
Deutsche Bank
2 questions for OWL
Also covers: AMG, AMTD, APO +23 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 +19 more
MB
Mike Brown
UBS
2 questions for OWL
Also covers: ARES, BLK, BX +7 more
Wilma Burdis
Raymond James Financial
2 questions for OWL
Also covers: AFL, ALTI, AMP +16 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 +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 Announces Q4 2025 Results with Significant AUM Growth and Fundraising Success
OWL
Earnings
Dividends
Share Buyback
- Blue Owl's Assets Under Management (AUM) reached $307.4 billion as of December 31, 2025, representing a 22% increase since December 31, 2024.
- For Q4 2025, the company reported GAAP Net Income of $47.7 million ($0.07 per diluted Class A Share), Fee-Related Earnings of $416.6 million ($0.27 per Adjusted Share), and Distributable Earnings of $382.5 million ($0.24 per Adjusted Share).
- The company announced an annual dividend of $0.92 per Class A Share for 2026 and repurchased 3.6 million shares for $52.0 million in Q4 2025.
- Blue Owl achieved significant fundraising success in 2025, with equity fundraise totaling $42.0 billion, an increase of over 50% from 2024.
- AUM Not Yet Paying Fees totaled $28.4 billion as of December 31, 2025, reflecting approximately $326 million in expected annual management fees once deployed.
1 day ago
Blue Owl Capital Announces Q4 and Full Year 2025 Results
OWL
Earnings
Dividends
Guidance Update
- Blue Owl Capital reported Q4 2025 fee-related earnings (FRE) of $0.27 per share and distributable earnings (DE) of $0.24 per share, with full-year 2025 FRE of $0.96 per share and DE of $0.84 per share.
- The company declared a Q4 2025 dividend of $0.225 per share and announced an annual fixed dividend of $0.92 for 2026, or $0.23 per quarter. The 2025 payout ratio was 107%-108%, with a goal to bring it down to 85% over the next few years.
- Blue Owl raised $56 billion of capital in 2025, including over $17 billion in Q4 2025, and surpassed $300 billion in Assets Under Management (AUM) during Q4 2025.
- Investment performance was strong, with the net lease strategy generating gross returns over 13% and direct lending net returns of 8.7% in 2025. The company also executed approximately $70 million in stock buybacks in Q4 2025.
1 day ago
Blue Owl Capital Reports Strong Q4 and Full-Year 2025 Results, Announces 2026 Dividend
OWL
Earnings
Dividends
Guidance Update
- Blue Owl Capital reported Q4 2025 fee-related earnings (FRE) of $0.27 per share and distributable earnings (DE) of $0.24 per share. For the full year 2025, FRE was $0.96 per share and DE was $0.84 per share.
- The company declared a Q4 2025 dividend of $0.225 per share and announced an annual fixed dividend of $0.92 per share for 2026, or $0.23 per quarter. The payout ratio for 2025 was 107-108%, with a goal to reduce it to approximately 85%.
- Blue Owl achieved significant growth in 2025, raising $56 billion of capital across the business, including $17 billion during Q4, and crossed $300 billion of AUM. Total equity fundraising for 2025 was $42 billion, an increase of more than 50% year-over-year.
- For 2026, Blue Owl is targeting an FRE margin of approximately 58.5% and expects a modest increase in the growth rate for FRE per share, with acceleration anticipated in 2027. The company also expects 2% share count growth and approximately $365 million in regular way year-end stock compensation expense.
1 day ago
OWL Reports Strong 2025 Fundraising and AUM Growth, Exceeding FRE Margin Guidance
OWL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Blue Owl raised $56 billion in capital in 2025, with over $17 billion in Q4, and crossed $300 billion in Assets Under Management (AUM) during Q4 2025.
- The company achieved a 58.3% FRE margin in 2025, slightly above its guidance, and grew FRE by 19% and FRE per share by 12%.
- Investment strategies delivered strong returns in 2025, including over 13% gross returns for net lease, approximately 11% net returns for ORENT, and 8.7% net returns for direct lending.
- Blue Owl targets an FRE margin of approximately 58.5% for 2026 and expects a modest increase in FRE per share growth for 2026, accelerating in 2027.
- The company engaged in approximately $70 million in stock buybacks and senior executive purchases in Q4 2025 and anticipates 2% share count growth in 2026.
1 day ago
Blue Owl Capital Inc. Reports Strong Q4 2025 Results with AUM Exceeding $300 Billion
OWL
Earnings
Dividends
Share Buyback
- Blue Owl Capital Inc. reported Assets Under Management (AUM) of $307.4 billion as of December 31, 2025, representing a 22% increase since December 31, 2024, and achieved $17.3 billion in new capital commitments during the fourth quarter of 2025.
- For the fourth quarter ended December 31, 2025, the company recorded Fee-Related Earnings of $416.6 million, or $0.27 per Adjusted Share, and Distributable Earnings of $382.5 million, or $0.24 per Adjusted Share.
- The company declared a quarterly dividend of $0.225 per Class A Share, payable on March 2, 2026, and announced an annual dividend of $0.92 per Class A Share for 2026.
- Blue Owl repurchased 3.6 million OWL shares for $52.0 million in the fourth quarter of 2025.
1 day ago
Blue Owl Capital Inc. Announces Fourth Quarter 2025 Results
OWL
Earnings
Dividends
- Blue Owl Capital Inc. reported its financial results for the fourth quarter ended December 31, 2025.
- The company achieved record fundraising in 2025, with new capital commitments of $17 billion in the fourth quarter and $56 billion for the full year.
- Assets Under Management (AUM) surpassed $300 billion during Q4 2025, reaching over $307 billion as of December 31, 2025.
- A quarterly dividend of $0.225 per Class A Share was declared.
1 day ago
Blue Owl Capital Faces Class Action Lawsuit with February 2, 2026 Lead Plaintiff Deadline
OWL
Legal Proceedings
Demand Weakening
- A federal securities class action lawsuit has been filed against Blue Owl Capital Inc. (NYSE: OWL), with a lead plaintiff deadline of February 2, 2026.
- The lawsuit alleges that Blue Owl made false or misleading statements and failed to disclose meaningful pressure on its asset base from BDC redemptions and undisclosed liquidity issues between February 6, 2025, and November 16, 2025.
- These allegations follow a November 16, 2025 Financial Times article reporting that Blue Owl blocked redemptions in a private credit fund, 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.
4 days ago
Blue Owl Capital Faces Class Action Lawsuit
OWL
Legal Proceedings
Demand Weakening
- A class action lawsuit has been filed against Blue Owl Capital Inc. (NYSE: OWL).
- The class period for the lawsuit is from February 6, 2025, to November 16, 2025, with a lead plaintiff deadline of February 2, 2026.
- The complaint alleges that Blue Owl was experiencing meaningful pressure on its asset base from BDC redemptions and facing undisclosed liquidity issues.
- It further alleges that the Company would likely limit or halt redemptions of certain BDCs.
Jan 26, 2026, 5:17 PM
Blue Owl Capital Faces Securities Fraud Lawsuit
OWL
Legal Proceedings
Profit Warning
M&A
- A class action lawsuit has been filed against Blue Owl Capital Inc. (OWL) for alleged securities fraud during the period of February 6, 2025, to November 16, 2025.
- The lawsuit claims Blue Owl failed to disclose significant pressure on its asset base from BDC redemptions, undisclosed liquidity issues, and the potential need to limit or halt BDC redemptions.
- This action follows several events, including Blue Owl's Q3 2025 financial results on October 30, 2025, which missed consensus estimates, causing a 4.23% share price drop.
- Further share price declines occurred after the announcement of a proposed merger between Blue Owl Capital Corporation (OBDC) and Blue Owl Capital Corporation II (OBDC II), which was later terminated on November 19, 2025.
- Investors who suffered losses during the Class Period have until February 2, 2026, to file a lead plaintiff motion.
Jan 22, 2026, 6:33 PM
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 violations of federal securities laws.
- The investigation pertains to investors who purchased securities between February 6, 2025, and November 16, 2025, with a deadline of February 2, 2026, to seek the role of lead plaintiff.
- The complaint alleges that Blue Owl failed to disclose meaningful pressure on its asset base from BDC redemptions and undisclosed liquidity issues, leading to materially misleading statements.
- On November 16, 2025, a Financial Times article reported that Blue Owl blocked redemptions in a private credit fund due to a merger, causing the company's stock price to fall 5.8% to $13.77 per share on November 17, 2025.
Jan 22, 2026, 2:51 PM
Quarterly earnings call transcripts for BLUE OWL CAPITAL.
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