Wells Fargo & Company Forecasts Strong Price Appreciation for Blue Owl Capital (NYSE:OWL) Stock

Blue Owl Capital (NYSE:OWL) had its target price hoisted by research analysts at Wells Fargo & Company from $10.00 to $11.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target indicates a potential upside of 6.64% from the stock’s current price.

A number of other equities analysts have also weighed in on OWL. Citigroup restated a “market outperform” rating on shares of Blue Owl Capital in a research report on Thursday, September 24th. Barclays boosted their price objective on shares of Blue Owl Capital from $10.00 to $11.00 and gave the stock an “equal weight” rating in a research note on Friday. The Goldman Sachs Group upped their price target on shares of Blue Owl Capital from $9.50 to $10.50 and gave the company a “neutral” rating in a research note on Monday, August 3rd. Oppenheimer boosted their price objective on Blue Owl Capital from $15.00 to $17.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. Finally, HSBC set a $17.00 target price on Blue Owl Capital in a report on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, Blue Owl Capital has a consensus rating of “Moderate Buy” and an average target price of $13.12.

Blue Owl Capital Trading Down 0.9%

Shares of OWL traded down $0.10 during midday trading on Friday, reaching $10.31. The stock had a trading volume of 13,467,253 shares, compared to its average volume of 24,605,740. The company has a market capitalization of $16.08 billion, a price-to-earnings ratio of 85.88, a price-to-earnings-growth ratio of 1.18 and a beta of 1.35. The company’s 50-day moving average is $10.10 and its 200 day moving average is $10.39. Blue Owl Capital has a 12-month low of $7.95 and a 12-month high of $17.00.

Blue Owl Capital (NYSE:OWL) last posted its earnings results on Thursday, October 29th. The company reported $0.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.01. The firm had revenue of $752.60 million for the quarter, compared to analysts’ expectations of $698.10 million. Blue Owl Capital had a return on equity of 23.14% and a net margin of 2.71%. Research analysts forecast that Blue Owl Capital will post 0.88 EPS for the current fiscal year.

Hedge Funds Weigh In On Blue Owl Capital

A number of large investors have recently made changes to their positions in OWL. Arizona State Retirement System lifted its stake in shares of Blue Owl Capital by 0.6% in the 2nd quarter. Arizona State Retirement System now owns 174,467 shares of the company’s stock valued at $1,527,000 after purchasing an additional 992 shares during the last quarter. Greenleaf Trust boosted its position in Blue Owl Capital by 9.4% in the 3rd quarter. Greenleaf Trust now owns 13,158 shares of the company’s stock valued at $120,000 after buying an additional 1,134 shares during the last quarter. Parkside Financial Bank & Trust grew its stake in shares of Blue Owl Capital by 14.9% during the second quarter. Parkside Financial Bank & Trust now owns 10,424 shares of the company’s stock worth $91,000 after purchasing an additional 1,353 shares during the period. Soltis Investment Advisors LLC increased its position in shares of Blue Owl Capital by 18.0% in the 3rd quarter. Soltis Investment Advisors LLC now owns 12,195 shares of the company’s stock valued at $111,000 after buying an additional 1,857 shares in the last quarter. Finally, Avior Wealth Management LLC lifted its stake in Blue Owl Capital by 6.3% in the second quarter. Avior Wealth Management LLC now owns 34,142 shares of the company’s stock valued at $299,000 after buying an additional 2,023 shares in the last quarter. Institutional investors and hedge funds own 35.85% of the company’s stock.

Key Stories Impacting Blue Owl Capital

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

• Positive Sentiment: Q3 earnings and revenue exceeded expectations: Blue Owl reported adjusted earnings of $0.24 per share versus a $0.23 consensus estimate, while revenue reached $752.6 million compared with expectations of $698.1 million. Fee-related earnings growth was a key contributor. Blue Owl Capital Inc. Third Quarter 2026 Results
• Positive Sentiment: Assets and fundraising continued to expand: Assets under management reached a record $330 billion as of September 30, supported by nearly $50 billion raised over the prior 12 months, capital contributions and investment appreciation. The results initially helped lift the shares. Blue Owl Capital stock up on Q3 earnings beat
• Positive Sentiment: Dividend provides substantial income support: Blue Owl declared a quarterly dividend of $0.23 per share, or $0.92 annualized, representing an approximately 8.9% yield based on the cited share price. The dividend is payable November 23 to shareholders of record on November 10. Blue Owl Reports Third Quarter 2026 Results and Declares $0.23 Dividend
• Neutral Sentiment: Analysts raised targets but remain cautious: Barclays increased its target from $10 to $11 and maintained an “equal weight” rating, while Keefe, Bruyette & Woods raised its target from $9 to $10.50 but kept a “market perform” rating. The modest upside implied by these targets suggests limited conviction in a major near-term rally.
• Negative Sentiment: Redemptions remain a concern: Although fundraising and AUM were strong, reports indicated that client redemptions weighed on net inflows. Continued redemption pressure could temper future fee growth and offset some of the benefit from the earnings beat. Blue Owl Fees Beat Estimates Though Redemptions Weigh on Inflows

About Blue Owl Capital

Blue Owl Capital Inc (NYSE: OWL) is an alternative asset manager that provides private-market investment solutions to institutional investors, financial professionals, and other clients. The company focuses on strategies designed to deliver income, long-term capital appreciation, and customized exposure to private markets.

Blue Owl operates across three primary platforms: Credit, GP Strategic Capital, and Real Estate. Its credit business provides private financing to companies, including direct lending and other asset-backed and specialty finance strategies.