Blue Owl Capital (NYSE:OWL) Price Target Raised to $10.00 at Barclays

Posted by Geri Gentry on Aug 1st, 2026

Blue Owl Capital (NYSE:OWL – Free Report) had its price target upped by Barclays from $9.00 to $10.00 in a report published on Friday,Benzinga reports. The firm currently has an equal weight rating on the stock.

Other equities analysts have also issued research reports about the company. Oppenheimer lowered their price target on Blue Owl Capital from $16.00 to $15.00 and set an “outperform” rating for the company in a research report on Friday, July 17th. Piper Sandler cut their price objective on shares of Blue Owl Capital from $15.00 to $12.50 and set an “overweight” rating on the stock in a research report on Tuesday, April 7th. Credit Suisse Group set a $9.10 price objective on shares of Blue Owl Capital in a research note on Thursday, July 2nd. UBS Group reaffirmed a “neutral” rating and issued a $9.50 target price on shares of Blue Owl Capital in a report on Thursday, June 11th. Finally, BMO Capital Markets dropped their target price on shares of Blue Owl Capital from $12.00 to $11.00 and set an “outperform” rating on the stock in a research note on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Blue Owl Capital has an average rating of “Moderate Buy” and a consensus target price of $13.22.

Get Our Latest Stock Analysis on OWL

Blue Owl Capital Stock Up 1.7%

OWL stock opened at $10.33 on Friday. The business has a 50 day moving average of $9.50 and a 200 day moving average of $10.39. The firm has a market cap of $16.06 billion, a PE ratio of 86.09, a price-to-earnings-growth ratio of 1.09 and a beta of 1.22. Blue Owl Capital has a twelve month low of $7.95 and a twelve month high of $20.58.

Blue Owl Capital (NYSE:OWL – Get Free Report) last released its earnings results on Thursday, July 30th. The company reported $0.22 EPS for the quarter, hitting the consensus estimate of $0.22. Blue Owl Capital had a return on equity of 22.76% and a net margin of 2.71%.The business had revenue of $693.56 million for the quarter, compared to the consensus estimate of $693.15 million. On average, research analysts expect that Blue Owl Capital will post 0.87 earnings per share for the current fiscal year.

Blue Owl Capital Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, August 27th. Stockholders of record on Thursday, August 13th will be issued a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 8.9%. The ex-dividend date of this dividend is Thursday, August 13th. Blue Owl Capital’s dividend payout ratio is presently 766.67%.

Institutional Investors Weigh In On Blue Owl Capital

Several large investors have recently bought and sold shares of the business. Royal Bank of Canada raised its position in Blue Owl Capital by 50.0% in the 1st quarter. Royal Bank of Canada now owns 397,990 shares of the company’s stock worth $7,976,000 after buying an additional 132,637 shares during the last quarter. Russell Investments Group Ltd. boosted its holdings in shares of Blue Owl Capital by 4.0% during the 2nd quarter. Russell Investments Group Ltd. now owns 44,215 shares of the company’s stock valued at $849,000 after acquiring an additional 1,703 shares during the last quarter. Jump Financial LLC bought a new stake in shares of Blue Owl Capital in the second quarter worth approximately $238,000. California Public Employees Retirement System grew its stake in shares of Blue Owl Capital by 28.2% in the second quarter. California Public Employees Retirement System now owns 787,255 shares of the company’s stock worth $15,123,000 after acquiring an additional 172,982 shares during the period. Finally, State Street Corp raised its holdings in shares of Blue Owl Capital by 10.6% during the second quarter. State Street Corp now owns 9,880,565 shares of the company’s stock valued at $189,806,000 after purchasing an additional 950,700 shares during the last quarter. 35.85% of the stock is currently owned by institutional investors.

Blue Owl Capital News Summary

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

Positive Sentiment: Q2 results met expectations and growth remained solid. Blue Owl reported adjusted earnings of $0.22 per share, in line with consensus, while revenue of $693.6 million slightly exceeded estimates and increased about 7% year over year. Assets under management rose 12% to approximately $319 billion, supported by fundraising and investment performance. OWL Q2 Earnings Meet Estimates on Revenue and AUM Growth
Positive Sentiment: Business diversification is helping offset weakness in private credit. Real assets fundraising surpassed credit fundraising during the quarter, while data-center and artificial-intelligence-related financing provided additional growth opportunities. Management also said withdrawals from lending vehicles eased. Blue Owl Leans Into Real Assets to Buffer Private-Credit Woes
Positive Sentiment: The dividend supports income-oriented investors. Blue Owl declared a quarterly dividend of $0.23 per share, equivalent to an annualized yield of roughly 9% at the referenced share price. The dividend is payable August 27 to shareholders of record August 13. Blue Owl Capital Second-Quarter Earnings and Assets Under Management
Neutral Sentiment: Barclays raised its price target but retained an Equal Weight rating. The target increased from $9 to $10, indicating limited expected upside based on the referenced trading level. Benzinga analyst update
Negative Sentiment: Fundraising momentum in private credit weakened. Reports indicated fundraising fell 37% and credit strategies experienced outflows, highlighting pressure in Blue Owl’s core lending business despite stronger results elsewhere. Blue Owl’s Private Credit Fundraising Falls
Negative Sentiment: Analysts continue to flag dividend coverage and valuation risks, including potential NAV pressure and the possibility of future reductions in distributions across Blue Owl’s credit ecosystem. Blue Owl Capital Rating Downgrade

About Blue Owl Capital

(Get 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.