Blue Owl Capital Inc - Ordinary Shares - Class A
OWL - Insider Information
Get informed when a big investor buys or sells
+ FollowMarket Cap$7.43B
Close$
Earnings Call Q4 2025
February 5, 2026 - AI Summary
Strong Financial Performance: For Q4 2025, Blue Owl Capital reported fee-related earnings (FRE) of $0.27 per share and distributable earnings (DE) of $0.24 per share, contributing to full-year FRE of $0.96 per share and DE of $0.84 per share. This demonstrates a growth of 19% in FRE and 16% in DE year-over-year (YOY).
Record Fundraising and AUM Growth: The company achieved $56 billion in total capital raised for 2025, an 18% increase YOY, with $17 billion raised in Q4 alone. Assets Under Management (AUM) surpassed $300 billion, reflecting strong demand across diverse investment strategies, particularly in the institutional and private wealth channels.
Positive Dividend Announcement: Blue Owl declared a dividend of $0.25 per share for Q4 2025, payable on March 2, and announced an annual fixed dividend of $0.92 for 2026, indicating ongoing cash flow stability and commitment to returning capital to shareholders.
Exclusive for Stockcircle Pro members
Sign up
$-6.71
163.1% downside
Current Fair Value
163.1% downsideOvervalued by 163.1% based on the discounted cash flow analysis.
Insider Trades
Loading insider trades…
Congress Trades
Loading congress trades…
Share Statistics
| Market cap | $7.43 Billion |
|---|---|
| Enterprise Value | $7.79 Billion |
| Annual dividend | $0.91 |
| Dividend yield | 8.81% |
| Earnings per Share | $0.12 |
| Beta | 1.21 |
| Outstanding Shares | 698,001,403 |
Return
| Return on Equity | 10.22% |
|---|---|
| Return on Assets | 1.65% |
| Return on Invested Capital | 3.65% |
Valuation & Multiples
| P/E Ratio | 74.1 |
|---|---|
| PEG | 6.33 |
| Price to Sales | 2.66 |
| Price to Book Ratio | 1.33 |
| Enterprise Value to Revenue | 2.54 |
| Enterprise Value to EBIT | 18.06 |
| Enterprise Value to Net Income | 38 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 0.27 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$0.23
Consensus analyst estimateRevenue Estimate
$698.10 M
Consensus analyst estimateNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$0.24
Consensus analyst estimateRevenue Estimate
$746.31 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 163.06% |
|---|---|
| Total Calls | 10,000▼ 99.96% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.97%▼ 92.59% |
|---|---|
| Total Invested | $181.78M▼ 96.80% |
| Investors Holding | 180▼ 455.00% |
About Blue Owl Capital Inc
2 employees
Blue Owl Capital Inc. operates as an alternative asset management firm.