Arcus Capital Partners LLC Purchases New Shares in Blue Owl Capital Inc. $OWL

Posted by Brian Himes on Jul 18th, 2026

Arcus Capital Partners LLC acquired a new stake in shares of Blue Owl Capital Inc. (NYSE:OWL – Free Report) during the 1st quarter, HoldingsChannel reports. The firm acquired 675,547 shares of the company’s stock, valued at approximately $6,168,000. Blue Owl Capital comprises approximately 2.2% of Arcus Capital Partners LLC’s portfolio, making the stock its 11th largest holding.

A number of other hedge funds have also recently bought and sold shares of the company. Capital World Investors boosted its position in Blue Owl Capital by 5.9% in the fourth quarter. Capital World Investors now owns 90,245,690 shares of the company’s stock worth $1,348,272,000 after purchasing an additional 5,029,134 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Blue Owl Capital by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 68,608,868 shares of the company’s stock worth $1,025,016,000 after purchasing an additional 691,980 shares during the period. Capital International Investors raised its holdings in shares of Blue Owl Capital by 4.3% in the 4th quarter. Capital International Investors now owns 65,402,615 shares of the company’s stock worth $977,118,000 after purchasing an additional 2,676,281 shares during the period. Bank of America Corp DE lifted its stake in Blue Owl Capital by 8.4% in the third quarter. Bank of America Corp DE now owns 22,563,953 shares of the company’s stock valued at $382,008,000 after purchasing an additional 1,751,024 shares during the last quarter. Finally, Boston Partners grew its holdings in Blue Owl Capital by 16.2% during the fourth quarter. Boston Partners now owns 14,123,877 shares of the company’s stock valued at $211,270,000 after purchasing an additional 1,970,101 shares during the period. 35.85% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

OWL has been the topic of several research reports. Citizens Jmp lowered their target price on Blue Owl Capital from $21.00 to $17.00 and set a “market outperform” rating on the stock in a research note on Thursday, July 9th. The Goldman Sachs Group cut their target price on shares of Blue Owl Capital from $14.00 to $9.00 and set a “neutral” rating for the company in a research report on Tuesday, April 7th. TD Cowen reiterated a “buy” rating and issued a $14.00 target price on shares of Blue Owl Capital in a research note on Monday, May 18th. JPMorgan Chase & Co. lowered their price target on shares of Blue Owl Capital from $19.00 to $10.50 and set a “neutral” rating on the stock in a research report on Wednesday, April 29th. Finally, Piper Sandler dropped their price target on shares of Blue Owl Capital from $15.00 to $12.50 and set an “overweight” rating on the stock in a research note on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $13.16.

Get Our Latest Report on OWL

Blue Owl Capital Trading Down 1.0%

Shares of NYSE:OWL opened at $9.52 on Friday. The stock has a market capitalization of $14.80 billion, a P/E ratio of 79.33, a price-to-earnings-growth ratio of 1.04 and a beta of 1.22. The stock’s 50-day moving average price is $9.54 and its 200-day moving average price is $10.79. Blue Owl Capital Inc. has a 12-month low of $7.95 and a 12-month high of $20.99.

Blue Owl Capital (NYSE:OWL – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.19 EPS for the quarter, meeting the consensus estimate of $0.19. The firm had revenue of $699.88 million during the quarter, compared to the consensus estimate of $687.23 million. Blue Owl Capital had a net margin of 2.96% and a return on equity of 21.97%. As a group, research analysts predict that Blue Owl Capital Inc. will post 0.87 EPS for the current year.

Blue Owl Capital Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th were issued a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 9.7%. This is an increase from Blue Owl Capital’s previous quarterly dividend of $0.23. The ex-dividend date was Wednesday, May 13th. Blue Owl Capital’s dividend payout ratio (DPR) is presently 766.67%.

Blue Owl Capital Profile

(Free Report)

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.