Blue Owl Capital Inc - Ordinary Shares - Class A
OWL
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+ FollowMarket Cap$14.19B
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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 $0.92 for 2026, indicating ongoing cash flow stability and commitment to returning capital to shareholders.
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$-6.71
173.9% downside
Current Fair Value
173.9% downsideOvervalued by 173.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $14.19 Billion |
|---|---|
| Enterprise Value | $14.56 Billion |
| Dividend Yield | $0.91 (10.02%) |
| Earnings per Share | $0.12 |
| Beta | 1.21 |
| Outstanding Shares | 688,509,841 |
Return
| Return on Equity | 6.52% |
|---|---|
| Return on Assets | 1.06% |
| Return on Invested Capital | 3.23% |
Valuation & Multiples
| P/E Ratio | 76.37 |
|---|---|
| PEG | 30.78 |
| Price to Sales | 2.27 |
| Price to Book Ratio | 1.14 |
| Enterprise Value to Revenue | 4.87 |
| Enterprise Value to EBIT | 38.19 |
| Enterprise Value to Net Income | 111 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.27 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$0.22
Average shareholder expectationRevenue Estimate
$693.15 M
Average shareholder expectationNext Earnings Call
Expected Date
October 29, 2026
EPS Estimate
$0.23
Average shareholder expectationRevenue Estimate
$698.74 M
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.6306▼ 62.70% |
|---|---|
| Total Calls | 28,009,600▼ 0.66% |
| Total Puts | 45,671,900▼ 28.25% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 95.56%▼ 5.59% |
|---|---|
| Total Invested | $5.69B▼ 9.48% |
| Investors Holding | 635▲ 18.00% |
ESG Score
No data
About Blue Owl Capital Inc
2 employeesBlue Owl Capital Inc. operates as an alternative asset management firm.