CIBC Private Wealth Group LLC Has $165.99 Million Holdings in Blue Owl Capital Inc. $OWL

CIBC Private Wealth Group LLC grew its holdings in shares of Blue Owl Capital Inc. (NYSE:OWL) by 21.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,804,222 shares of the company’s stock after buying an additional 1,751,018 shares during the period. CIBC Private Wealth Group LLC owned approximately 0.63% of Blue Owl Capital worth $165,985,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Norges Bank acquired a new position in shares of Blue Owl Capital during the 2nd quarter valued at $183,294,000. Boston Partners grew its holdings in Blue Owl Capital by 121.9% in the third quarter. Boston Partners now owns 12,153,776 shares of the company’s stock worth $205,493,000 after purchasing an additional 6,677,610 shares during the period. Vanguard Group Inc. increased its stake in Blue Owl Capital by 7.9% in the third quarter. Vanguard Group Inc. now owns 67,916,888 shares of the company’s stock valued at $1,149,833,000 after purchasing an additional 4,968,526 shares in the last quarter. HMI Capital Management L.P. increased its stake in Blue Owl Capital by 276.8% in 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 purchasing an additional 4,190,380 shares in the last quarter. Finally, Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of Blue Owl Capital during the third quarter valued at about $65,174,000. Institutional investors own 35.85% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on OWL shares. Deutsche Bank Aktiengesellschaft cut shares of Blue Owl Capital from a “buy” rating to a “hold” rating and cut their price objective for the stock from $15.00 to $10.00 in a research report on Tuesday, February 24th. Oppenheimer decreased their target price on Blue Owl Capital from $24.00 to $17.00 and set an “outperform” rating for the company in a research report on Wednesday, March 4th. The Goldman Sachs Group cut their price target on Blue Owl Capital from $16.25 to $14.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. Barclays reissued an “equal weight” rating and issued a $11.00 price objective (down from $15.00) on shares of Blue Owl Capital in a research note on Monday, March 2nd. Finally, Wolfe Research set a $20.00 price objective on Blue Owl Capital in a report on Wednesday, January 7th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $17.69.

More Blue Owl Capital News

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

• Positive Sentiment: Independent bullish analysis argues the market panic over private credit is overblown; notes strong liquidity, conservative lending metrics, a $1.4B loan sale at ~99.7% of par, and large permanent‑capital fee streams — supports a near‑term valuation rebound. Read More.
• Positive Sentiment: Another bullish writeup says OWL’s discount to fair value looks “absurd” after recent declines, highlighting floating‑rate exposure, concentrated low‑LTV software loans, and resilient fundamentals — frames current price as a buying opportunity. Read More.
• Positive Sentiment: Strategic deal: Blue Owl partnered with Blackstone to take a minority stake in Atlas Holdings — a partnership that may expand deal flow and fee‑earning opportunities. Read More.
• Neutral Sentiment: Analyst action: Citizens Jmp lowered its price target from $26 to $23 but maintained a “market outperform” rating — still a bullish endorsement, though the cut trims upside expectations versus prior forecasts. Read More.
• Neutral Sentiment: Market roundup notes OWL rose even as sector‑wide private‑credit fears persist — suggests traders are distinguishing OWL’s balance‑sheet exposure from broader industry headlines. Read More.
• Neutral Sentiment: Comparative coverage and surveys (peer comparisons) provide context but contain limited new information likely to move the stock materially in the near term. Read More.
• Negative Sentiment: Reputational/regulatory risk: The FT reports Blue Owl tipped a UK mortgage lender into insolvency after uncovering “irregularities.” That headline raises potential reputational exposure and could invite regulatory scrutiny or litigation risk, which would weigh on sentiment until details/impacts are clarified. Read More.

Blue Owl Capital Price Performance

NYSE:OWL opened at $9.16 on Wednesday. Blue Owl Capital Inc. has a one year low of $8.55 and a one year high of $21.88. The company has a market cap of $14.23 billion, a PE ratio of 91.56, a PEG ratio of 0.78 and a beta of 1.15. The firm has a 50-day moving average of $12.55 and a 200-day moving average of $14.94.

Blue Owl Capital (NYSE:OWL) last announced 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. The business had revenue of $701.47 million for the quarter, compared to analysts’ expectations of $712.75 million. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. On average, equities research analysts expect that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

Blue Owl Capital Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Friday, February 20th were issued a $0.225 dividend. This represents a $0.90 dividend on an annualized basis and a dividend yield of 9.8%. The ex-dividend date was Friday, February 20th. Blue Owl Capital’s dividend payout ratio (DPR) is currently 900.00%.

Blue Owl Capital 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.