Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital Inc - Ordinary Shares - Class A

OWL

Get informed when a big investor buys or sells

+ Follow
Market Cap$14.9B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Blue Owl Capital Inc - Ordinary Shares - Class ABlue Owl Capital Inc - Ordinary Shares - Class A74.69.5%4%2.20.3

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 upSign Up
$9.83

Target Price by Analysts

10.4% upsideBlue Owl Capital Target Price DetailsTarget Price
$-6.71

Current Fair Value

175.3% downside

Overvalued by 175.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$14.90 Billion
Enterprise Value$15.24 Billion
Dividend Yield$0.91 (9.50%)
Earnings per Share$0.12
Beta1.18
Outstanding Shares680,422,783

Return

Return on Equity4.14%ROE
Return on Assets0.70%
Return on Invested Capital3.29%

Valuation & Multiples

P/E Ratio74.58P/E Ratio
PEG-129.44PEG
Price to Sales2.23Price to Sales
Price to Book Ratio1.11Price to Book Ratio
Enterprise Value to Revenue5.18
Enterprise Value to EBIT38.94
Enterprise Value to Net Income175
Total Debt to Enterprise0.03
Debt to Equity0.25Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$0.19
Average shareholder expectation
Revenue Estimate
$685.78 M
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$0.22
Average shareholder expectation
Revenue Estimate
$687.90 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio2.2576▼ 21.62%
Total Calls28,195,994▲ 166.31%
Total Puts63,655,200▲ 143.04%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %101.82%▲ 2.77%
Total Invested$6.28B▼ 36.99%
Investors Holding614▲ 48.00%

ESG Score

No data

About Blue Owl Capital Inc

2 employees

Blue Owl Capital Inc. operates as an alternative asset management firm.

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in developing and analyzing tax legislation directly influences corporate tax structures and the overall tax burden, which is critical for financial institutions and their clients.

Finance

This powerful committee controls taxation, which directly impacts corporate valuations, investment returns, and the business model of financial firms like Blue Owl Capital (e.g., carried interest, capital gains).

Banking, Housing, and Urban Affairs

This committee directly regulates the entire financial system, including the SEC, which is the primary regulator for asset management firms like Blue Owl Capital. Members would possess highly relevant non-public information.