Truist Financial Corp Grows Stock Holdings in Blue Owl Capital Inc. $OWL

Truist Financial Corp raised its position in shares of Blue Owl Capital Inc. (NYSE:OWL) by 7.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,062,214 shares of the company’s stock after buying an additional 76,942 shares during the quarter. Truist Financial Corp owned about 0.07% of Blue Owl Capital worth $17,983,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Parkside Financial Bank & Trust lifted its position in Blue Owl Capital by 117.0% during the third quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock valued at $27,000 after acquiring an additional 867 shares during the last quarter. MorganRosel Wealth Management LLC purchased a new position in Blue Owl Capital in the second quarter worth $51,000. Headlands Technologies LLC acquired a new position in shares of Blue Owl Capital during the second quarter worth $51,000. Creative Financial Designs Inc. ADV increased its position in shares of Blue Owl Capital by 6,504.1% during the second quarter. Creative Financial Designs Inc. ADV now owns 3,236 shares of the company’s stock worth $62,000 after purchasing an additional 3,187 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Blue Owl Capital by 248.7% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,680 shares of the company’s stock valued at $90,000 after purchasing an additional 3,338 shares during the last quarter. Hedge funds and other institutional investors own 35.85% of the company’s stock.

Insider Activity at Blue Owl Capital

In related news, insider Craig Packer purchased 110,227 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were purchased at an average cost of $15.06 per share, with a total value of $1,660,018.62. Following the purchase, the insider owned 94,000 shares of the company’s stock, valued at $1,415,640. This represents a -679.28% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Douglas I. Ostrover bought 139,327 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was purchased at an average price of $15.06 per share, for a total transaction of $2,098,264.62. Following the transaction, the chief executive officer owned 158,000 shares of the company’s stock, valued at approximately $2,379,480. This represents a 746.14% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders acquired 395,670 shares of company stock valued at $5,952,393. 27.20% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Evercore ISI dropped their target price on Blue Owl Capital from $19.00 to $17.00 and set an “outperform” rating on the stock in a research note on Thursday, January 22nd. BMO Capital Markets initiated coverage on Blue Owl Capital in a report on Friday, October 3rd. They issued an “outperform” rating and a $18.00 price target for the company. TD Cowen restated a “buy” rating on shares of Blue Owl Capital in a research note on Wednesday, January 14th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $16.25 price objective on shares of Blue Owl Capital in a research report on Tuesday, January 6th. Finally, Zacks Research cut shares of Blue Owl Capital from a “hold” rating to a “strong sell” rating in a research note on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Blue Owl Capital currently has an average rating of “Moderate Buy” and an average price target of $20.78.

Key Stories Impacting Blue Owl Capital

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

• Positive Sentiment: Piper Sandler reaffirmed a Buy rating on OWL, which could provide some analyst support amid the selling pressure. Piper Sandler Keeps Their Buy Rating on Blue Owl Capital (OWL)
• Positive Sentiment: Blue Owl is pursuing Australian private?credit and partnership opportunities, signaling growth/expansion of fee?earning businesses outside the U.S. that could help earnings longer term. Blue Owl Capital Targets Australian Growth In Private Credit And Partnerships
• Neutral Sentiment: Street previews expect earnings growth into the next report, so fundamental expectations aren’t collapsing — near?term results will be watched closely. Blue Owl Capital Inc. (OWL) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Multiple law firms have filed or alerted investors about a class action (lead?plaintiff deadline Feb. 2, 2026) alleging undisclosed liquidity problems tied to BDC redemptions — heightened legal risk and headline volume are pressuring the stock. Representative filing/notice: Blue Owl Investors Have Opportunity to Lead Class Action Lawsuit
• Negative Sentiment: Reporting indicates investors pulled ~15% of assets from a tech?focused Blue Owl fund, highlighting real redemptions and possible liquidity strain for the firm’s BDCs/funds. Blue Owl Investors Pull 15% of Assets From Tech-Focused Fund
• Negative Sentiment: Zacks Research downgraded OWL from Hold to Strong Sell, adding analyst?rating pressure amid the legal and redemption headlines. Zacks Downgrade

Blue Owl Capital Trading Down 2.6%

Shares of OWL stock opened at $13.63 on Friday. Blue Owl Capital Inc. has a twelve month low of $13.25 and a twelve month high of $26.35. The stock has a market cap of $21.26 billion, a P/E ratio of 227.20, a P/E/G ratio of 1.19 and a beta of 1.13. The stock has a 50 day moving average of $15.39 and a 200 day moving average of $16.87.

Blue Owl Capital (NYSE:OWL) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.22 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.22. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. The company had revenue of $687.00 million during the quarter, compared to analysts’ expectations of $685.95 million. On average, research analysts predict that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

About Blue Owl Capital

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.