71,570 Shares in Blue Owl Capital Inc. $OWL Acquired by North Star Investment Management Corp.

North Star Investment Management Corp. acquired a new position in shares of Blue Owl Capital Inc. (NYSE:OWL) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 71,570 shares of the company’s stock, valued at approximately $1,069,000.

A number of other hedge funds have also recently made changes to their positions in the stock. Boston Partners lifted its holdings in Blue Owl Capital by 121.9% during the 3rd quarter. Boston Partners now owns 12,153,776 shares of the company’s stock worth $205,493,000 after buying an additional 6,677,610 shares in the last quarter. Vanguard Group Inc. lifted its holdings in Blue Owl Capital by 7.9% during the 3rd quarter. Vanguard Group Inc. now owns 67,916,888 shares of the company’s stock worth $1,149,833,000 after buying an additional 4,968,526 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new stake in Blue Owl Capital during the 3rd quarter worth approximately $65,174,000. Capital International Investors lifted its holdings in 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. Finally, Bank of America Corp DE lifted its holdings 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 worth $382,008,000 after buying an additional 1,751,024 shares in the last quarter. Hedge funds and other institutional investors own 35.85% of the company’s stock.

Key Headlines Impacting Blue Owl Capital

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

• Positive Sentiment: Q1 results showed stronger fee-related and distributable earnings, revenue growth and AUM expansion (AUM ~ $314–315B), which reassures investors worried about private-credit weakness and supports recurring fee outlook. Blue Owl’s profit beats on higher fee-related earnings, AUM reaches $315 billion
• Positive Sentiment: Management disclosed it sold roughly half of its SpaceX stake at a $1.25T valuation and said the investment returned ~10x — a realized win that materially boosts reported returns and investor confidence ahead of SpaceX’s IPO. Blue Owl sold about half its SpaceX holding
• Positive Sentiment: Board declared a quarterly dividend of $0.23 per share (annualized yield ~9.5%), signaling management’s commitment to cash returns and making the stock more attractive to income-focused buyers.
• Positive Sentiment: Unusually large call-option activity (big uptick in call purchases) and reported Q1 share repurchases indicate speculative and institutional interest into the print — adding upside momentum intraday.
• Neutral Sentiment: Management’s full earnings-call transcript provides detail on segment performance, fundraising and capital-allocation priorities — useful for modeling future fee growth but not a single-day catalyst beyond the headlines. Q1 2026 Earnings Call Transcript
• Negative Sentiment: JPMorgan trimmed its price target to $10.50 and moved to neutral, reflecting continued analyst skepticism about the sustainability of private-credit growth — this caps upside for some investors. Price Target Lowered to $10.50 at JPMorgan
• Negative Sentiment: Litigation and shareholder actions: a stockholder suit alleges $414M in excessive fees tied to the adviser, and a separate investor notice highlights an OCIC (Blue Owl Credit Income Corp.) investigation — potential legal/ reputational overhangs. Stockholder sues Blue Owl adviser OCIC investors investigation notice

Blue Owl Capital Trading Up 9.6%

Shares of Blue Owl Capital stock opened at $9.74 on Friday. The company has a fifty day simple moving average of $9.40 and a 200-day simple moving average of $13.06. Blue Owl Capital Inc. has a 12-month low of $7.95 and a 12-month high of $21.08. The stock has a market cap of $15.13 billion, a price-to-earnings ratio of 97.36, a PEG ratio of 0.97 and a beta of 1.21.

Blue Owl Capital (NYSE:OWL) last issued its earnings results on Thursday, April 30th. The company reported $0.19 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.19. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. The business had revenue of $699.88 million during the quarter, compared to analysts’ expectations of $687.23 million. On average, analysts forecast that Blue Owl Capital Inc. will post 0.9 earnings per share for the current fiscal year.

Blue Owl Capital Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be issued a $0.23 dividend. This represents a $0.92 annualized dividend and a dividend yield of 9.5%. The ex-dividend date is Wednesday, May 13th. This is a positive change from Blue Owl Capital’s previous quarterly dividend of $0.23. Blue Owl Capital’s dividend payout ratio (DPR) is currently 900.00%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on OWL shares. UBS Group reduced their target price on shares of Blue Owl Capital from $16.50 to $12.00 and set a “neutral” rating on the stock in a report on Friday, February 20th. BMO Capital Markets reduced their target price on shares of Blue Owl Capital from $15.00 to $11.00 and set an “outperform” rating on the stock in a report on Tuesday, March 24th. Citizens Jmp reduced their target price on shares of Blue Owl Capital from $23.00 to $21.00 and set a “market outperform” rating on the stock in a report on Wednesday, April 22nd. Citigroup reiterated an “outperform” rating on shares of Blue Owl Capital in a report on Tuesday, January 27th. Finally, Oppenheimer reduced their target price on shares of Blue Owl Capital from $17.00 to $16.00 and set an “outperform” rating on the stock in a report on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $15.13.

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.