Oppenheimer & Co. Inc. Has $3.19 Million Stock Holdings in Blue Owl Capital Inc. $OWL

Oppenheimer & Co. Inc. raised its holdings in shares of Blue Owl Capital Inc. (NYSE:OWL) by 55.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 213,158 shares of the company’s stock after purchasing an additional 76,202 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Blue Owl Capital were worth $3,185,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. Nisa Investment Advisors LLC lifted its holdings in Blue Owl Capital by 7.3% during the 3rd quarter. Nisa Investment Advisors LLC now owns 10,011 shares of the company’s stock valued at $169,000 after purchasing an additional 685 shares during the last quarter. Park Avenue Securities LLC lifted its holdings in Blue Owl Capital by 5.6% during the 3rd quarter. Park Avenue Securities LLC now owns 13,149 shares of the company’s stock valued at $223,000 after purchasing an additional 699 shares during the last quarter. Bessemer Group Inc. lifted its holdings in Blue Owl Capital by 20.3% during the 3rd quarter. Bessemer Group Inc. now owns 4,967 shares of the company’s stock valued at $84,000 after purchasing an additional 838 shares during the last quarter. Parkside Financial Bank & Trust lifted its holdings in Blue Owl Capital by 117.0% during the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock valued at $27,000 after purchasing an additional 867 shares during the last quarter. Finally, Stonegate Investment Group LLC lifted its holdings in Blue Owl Capital by 3.6% during the 3rd quarter. Stonegate Investment Group LLC now owns 25,465 shares of the company’s stock valued at $431,000 after purchasing an additional 884 shares during the last quarter. Institutional investors and hedge funds own 35.85% of the company’s stock.

Blue Owl Capital Stock Performance

Shares of NYSE OWL opened at $9.97 on Monday. Blue Owl Capital Inc. has a 52 week low of $7.95 and a 52 week high of $21.08. The stock has a market capitalization of $15.50 billion, a P/E ratio of 83.11, a PEG ratio of 1.10 and a beta of 1.19. The stock’s fifty day moving average is $9.40 and its 200 day moving average is $13.02.

Blue Owl Capital (NYSE:OWL) last issued its quarterly earnings results on Thursday, April 30th. The company reported $0.19 EPS for the quarter, hitting analysts’ consensus estimates of $0.19. Blue Owl Capital had a return on equity of 21.61% and a net margin of 2.96%.The company had revenue of $699.88 million for the quarter, compared to analysts’ expectations of $687.23 million. Equities research analysts forecast that Blue Owl Capital Inc. will post 0.89 earnings per share for the current year.

Blue Owl Capital Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th will be given a $0.23 dividend. This is a boost from Blue Owl Capital’s previous quarterly dividend of $0.23. This represents a $0.92 dividend on an annualized basis and a yield of 9.2%. The ex-dividend date is Wednesday, May 13th. Blue Owl Capital’s dividend payout ratio (DPR) is presently 750.00%.

Blue Owl Capital News Summary

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

• Positive Sentiment: Management disclosed it sold roughly half of its SpaceX stake at a ~$1.25 trillion valuation and said the investment returned ~10x, which materially improves realized gains and near-term distributable earnings. Blue Owl sold about half its SpaceX holding
• Positive Sentiment: Q1 results beat on revenue and fee-related metrics (distributable earnings up, AUM ~ $315B; fee-paying AUM and new commitments remained strong), reassuring investors worried about private-credit weakness. Blue Owl’s profit beats on higher fee-related earnings
• Positive Sentiment: Board/management raised the quarterly dividend and announced share repurchases, signalling confidence in cash generation and supporting yield-sensitive buyers. (Dividend announced April 28; quarterly payout increased marginally.)
• Positive Sentiment: Blue Owl raised $3 billion through its private-wealth distribution channel despite industry private-credit turbulence — diversification of distribution helps future fee growth and liquidity. Blue Owl Raises $3B in Wealth Channel
• Neutral Sentiment: Investor flows show a mixed picture: management reported $11B of new commitments but retail/wealth inflows are softer — supports longer-term fee runway but implies near-term growth variability. Seeking Alpha analysis
• Neutral Sentiment: Unusually heavy call-option volume was noted around the earnings move, suggesting short-term bullish positioning that can amplify intraday moves but also adds volatility risk.
• Negative Sentiment: Brown University reportedly cut its stake in a Blue Owl private-credit fund, a sign that some institutional investors are trimming exposure amid private-credit scrutiny. Brown University slashed stake in Blue Owl Private Credit Fund
• Negative Sentiment: A shareholder lawsuit alleges $414M in excessive fees charged by Blue Owl’s adviser, introducing regulatory/legal risk that could pressure sentiment and create headline volatility. Stockholder sues Blue Owl adviser
• Negative Sentiment: Some sell-side skepticism remains: JPMorgan recently lowered its price target, and media coverage has flagged elevated scrutiny and “doomsday” narratives around private credit — factors that can cap upward momentum. Price target lowered to $10.50 at JPMorgan

Analyst Ratings Changes

OWL has been the subject of several research reports. Evercore set a $14.00 price target on Blue Owl Capital in a report on Friday, February 6th. BMO Capital Markets dropped their target price on Blue Owl Capital from $15.00 to $11.00 and set an “outperform” rating for the company in a report on Tuesday, March 24th. The Goldman Sachs Group dropped their target price on Blue Owl Capital from $14.00 to $9.00 and set a “neutral” rating for the company in a report on Tuesday, April 7th. Weiss Ratings reissued a “hold (c)” rating on shares of Blue Owl Capital in a report on Wednesday, January 21st. Finally, Barclays lifted their target price on Blue Owl Capital from $9.00 to $10.00 and gave the stock an “equal weight” rating in a report on Friday. One 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 given a Sell rating to the stock. Based on data from MarketBeat, Blue Owl Capital presently has a consensus rating of “Moderate Buy” and a consensus price target of $15.03.

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.