Zacks Research Downgrades Blue Owl Capital (NYSE:OWL) to Strong Sell

Blue Owl Capital (NYSE:OWL) was downgraded by stock analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued on Tuesday,Zacks.com reports.

OWL has been the subject of several other reports. TD Cowen reissued a “buy” rating on shares of Blue Owl Capital in a report on Wednesday, January 14th. Evercore ISI reduced their price target on shares of Blue Owl Capital from $19.00 to $17.00 and set an “outperform” rating on the stock in a research report on Thursday, January 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Blue Owl Capital in a report on Wednesday, January 21st. BMO Capital Markets began coverage on shares of Blue Owl Capital in a research note on Friday, October 3rd. They set an “outperform” rating and a $18.00 price objective for the company. Finally, Piper Sandler lowered their price target on Blue Owl Capital from $23.50 to $22.00 and set an “overweight” rating on the stock in a research report on Thursday, October 9th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $20.78.

Blue Owl Capital Trading Down 0.2%

NYSE OWL opened at $14.51 on Tuesday. The company has a market capitalization of $22.62 billion, a PE ratio of 241.79, a price-to-earnings-growth ratio of 1.24 and a beta of 1.13. The firm’s fifty day simple moving average is $15.39 and its 200-day simple moving average is $16.93. Blue Owl Capital has a 1-year low of $13.25 and a 1-year high of $26.35.

Blue Owl Capital (NYSE:OWL) last issued its quarterly earnings data on Thursday, October 30th. The company reported $0.22 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.22. Blue Owl Capital had a net margin of 1.89% and a return on equity of 20.05%. The business had revenue of $687.00 million during the quarter, compared to analysts’ expectations of $685.95 million. As a group, analysts predict that Blue Owl Capital will post 0.92 EPS for the current year.

Insiders Place Their Bets

In other Blue Owl Capital news, CEO Marc S. Lipschultz acquired 69,663 shares of Blue Owl Capital stock in a transaction dated Tuesday, December 2nd. The stock was purchased at an average cost of $15.06 per share, for a total transaction of $1,049,124.78. Following the completion of the acquisition, the chief executive officer directly owned 79,000 shares of the company’s stock, valued at $1,189,740. This represents a 746.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Craig Packer bought 110,227 shares of Blue Owl Capital stock in a transaction dated Tuesday, December 2nd. The stock was purchased at an average price of $15.06 per share, with a total value of $1,660,018.62. Following the purchase, the insider owned 94,000 shares in the company, valued at approximately $1,415,640. This represents a -679.28% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 395,670 shares of company stock valued at $5,952,393 over the last 90 days. 27.44% of the stock is owned by company insiders.

Institutional Investors Weigh In On Blue Owl Capital

Several institutional investors have recently added to or reduced their stakes in OWL. Roxbury Financial LLC grew its stake in Blue Owl Capital by 383.6% during the fourth quarter. Roxbury Financial LLC now owns 1,765 shares of the company’s stock valued at $26,000 after acquiring an additional 1,400 shares in the last quarter. Parkside Financial Bank & Trust increased its stake in shares of Blue Owl Capital by 117.0% in the third quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock worth $27,000 after buying an additional 867 shares during the period. Halbert Hargrove Global Advisors LLC lifted its stake in Blue Owl Capital by 83.5% in the fourth quarter. Halbert Hargrove Global Advisors LLC now owns 2,000 shares of the company’s stock worth $30,000 after acquiring an additional 910 shares during the period. Activest Wealth Management purchased a new stake in Blue Owl Capital in the third quarter worth $50,000. Finally, MorganRosel Wealth Management LLC purchased a new position in shares of Blue Owl Capital during the second quarter valued at approximately $51,000. 35.85% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Blue Owl Capital

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

• Positive Sentiment: Some market commentary shows encouraging sentiment for Blue Owl after a Q4 preview, which could limit downside if results meet expectations. Encouraging sentiment for Blue Owl (OWL) after Q4 preview
• Positive Sentiment: A bullish take from Seeking Alpha positions OWL as a contrarian 2026 idea, which may attract value-oriented buyers if price weakness continues. My Ultimate Contrarian Bet For 2026: Blue Owl Capital
• Positive Sentiment: Blue Owl will present at the Bank of America Financial Services Conference on Feb. 10; investor Q&A and any upbeat tone could help stabilize the stock. Blue Owl Capital Inc. to Present at the Bank of America 2026 Financial Services Conference
• Neutral Sentiment: Analysts expect Blue Owl to report quarterly results this week; a clean beat or management commentary could shift sentiment quickly either way. Blue Owl Capital (OWL) Projected to Post Earnings on Thursday
• Negative Sentiment: A wave of securities-class-action notices and filings from multiple law firms accuses Blue Owl of securities-law violations for the Feb. 6–Nov. 16, 2025 period and urges investors to seek lead-plaintiff status before Feb. 2 — this legal overhang is the primary driver of today’s negative pressure. Blue Owl Capital Inc. Sued for Securities Law Violations – DJS Law Group
• Negative Sentiment: Multiple additional firms (Rosen, Levi & Korsinsky, Pomerantz, Robbins, Faruqi, Portnoy, Glancy Prongay & Murray, etc.) have issued similar notices or filed complaints — increased litigation attention raises potential settlement risk and investor uncertainty. BLUE OWL DEADLINE: ROSEN Encourages Investors to Secure Counsel
• Negative Sentiment: An investment manager disclosed selling roughly $10.1M of OWL (645,218 shares), lowering its position; large reported selling can exacerbate downward momentum and signal rebalancing or reduced conviction. Investment Manager Sells $10.1 Million Worth of Blue Owl Stock

Blue Owl Capital Company Profile

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.