JPMorgan Chase & Co. Boosts Stake in Blue Owl Capital Inc. $OWL

JPMorgan Chase & Co. grew its stake in Blue Owl Capital Inc. (NYSE:OWL) by 16.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,572,226 shares of the company’s stock after acquiring an additional 1,667,608 shares during the quarter. JPMorgan Chase & Co. owned about 0.75% of Blue Owl Capital worth $195,920,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in shares of Blue Owl Capital during the 2nd quarter worth $183,294,000. HMI Capital Management L.P. lifted its position in shares of Blue Owl Capital by 276.8% during the second quarter. HMI Capital Management L.P. now owns 5,704,480 shares of the company’s stock valued at $109,583,000 after buying an additional 4,190,380 shares during the last quarter. Qube Research & Technologies Ltd boosted its holdings in shares of Blue Owl Capital by 587.0% in the 2nd quarter. Qube Research & Technologies Ltd now owns 3,033,874 shares of the company’s stock valued at $58,281,000 after buying an additional 2,592,231 shares in the last quarter. Vanguard Group Inc. boosted its holdings in shares of Blue Owl Capital by 4.2% in the 2nd quarter. Vanguard Group Inc. now owns 62,948,362 shares of the company’s stock valued at $1,209,238,000 after buying an additional 2,535,475 shares in the last quarter. Finally, Marshall Wace LLP grew its position in shares of Blue Owl Capital by 121.5% in the 2nd quarter. Marshall Wace LLP now owns 4,178,531 shares of the company’s stock worth $80,270,000 after buying an additional 2,291,994 shares during the last quarter. 35.85% of the stock is owned by institutional investors.

Analyst Ratings Changes

OWL has been the subject of a number of analyst reports. Zacks Research cut shares of Blue Owl Capital from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. The Goldman Sachs Group decreased their price objective on Blue Owl Capital from $16.25 to $14.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Piper Sandler dropped their target price on Blue Owl Capital from $21.00 to $15.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Evercore set a $14.00 target price on Blue Owl Capital in a research report on Friday, February 6th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Blue Owl Capital in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $19.27.

Key Stories Impacting Blue Owl Capital

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

• Positive Sentiment: Closed sale of $1.4B of loans at ~99.7% of par — signals buyers (institutional/pension investors) found the debt largely fair value, supporting underlying portfolio credit quality. Illiquid loans, investor demands: Blue Owl’s software lending triggers another quake in private credit
• Positive Sentiment: Sale raised liquidity ($1.4B) used for investor payouts and was bought by large institutions (including pensions and insurer), which management cites as validation of valuations. Blue Owl Sold Private Loans to Pension Giants and Own Insurer
• Positive Sentiment: Some analysts/holders argue the market has overreacted — note buy‑side commentary that NAV discounts look excessive and management refreshed a $300M repurchase program. Blue Owl Capital Is Getting Crushed – But The Discount Looks Way Mispriced
• Neutral Sentiment: New lending relationships (e.g., funds managed by Blue Owl added to Fundbox facility) show ongoing deal flow and originations activity. Fundbox Expands Credit Facility with ATLAS and Adds Funds Managed by Blue Owl as New Lenders
• Negative Sentiment: Permanent halt to redemptions at OBDC II triggered fears about liquidity in retail private‑credit products and sparked broader market concern about contagion across the $1.8T private‑credit market. Blue Owl permanently halts redemptions at private credit fund aimed at retail investors
• Negative Sentiment: Wider media coverage flagged the event as a warning sign for private credit and retail access to illiquid strategies, increasing investor anxiety and pressuring peers. Blue Owl Sets Off New Private Credit Fears
• Negative Sentiment: Unusual options activity — heavy purchases of puts — indicates traders are positioning for further downside or elevated volatility. This amplifies selling pressure and short‑term risk. Traders Purchase High Volume of Put Options on Blue Owl Capital (NYSE:OWL)
• Negative Sentiment: Coverage from WSJ, Bloomberg and other outlets framing the asset unload as a warning sign increased sector selloffs and knock‑on moves in other alternative asset managers. Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets

Blue Owl Capital Price Performance

Shares of OWL stock opened at $10.82 on Friday. The business has a fifty day moving average of $14.42 and a 200 day moving average of $16.08. Blue Owl Capital Inc. has a 1 year low of $10.51 and a 1 year high of $23.34. The firm has a market capitalization of $16.87 billion, a price-to-earnings ratio of 108.17, a price-to-earnings-growth ratio of 0.93 and a beta of 1.11.

Blue Owl Capital (NYSE:OWL) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. Blue Owl Capital had a return on equity of 20.70% and a net margin of 2.75%.The business had revenue of $701.47 million for the quarter, compared to the consensus estimate of $712.75 million. As a group, equities research analysts expect that Blue Owl Capital Inc. will post 0.92 earnings per share for the current year.

Blue Owl Capital Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 20th will be issued a $0.225 dividend. This represents a $0.90 annualized dividend and a yield of 8.3%. The ex-dividend date is Friday, February 20th. Blue Owl Capital’s dividend payout ratio is 900.00%.

Insider Buying and Selling at Blue Owl Capital

In other Blue Owl Capital news, insider Craig Packer acquired 110,227 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were purchased at an average price of $15.06 per share, for a total transaction of $1,660,018.62. Following the completion of the purchase, the insider directly owned 94,000 shares of the company’s stock, valued at $1,415,640. The trade was a -679.28% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Douglas I. Ostrover bought 139,327 shares of Blue Owl Capital stock in a transaction that occurred on Tuesday, December 2nd. The shares were acquired at an average cost of $15.06 per share, with a total value of $2,098,264.62. Following the acquisition, the chief executive officer owned 158,000 shares of the company’s stock, valued at $2,379,480. The trade was a 746.14% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders purchased 395,670 shares of company stock valued at $5,952,393. 27.20% of the stock is owned by corporate insiders.

About Blue Owl Capital

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.