Prana Capital Management LP Raises Position in Blue Owl Capital Inc. $OWL

Prana Capital Management LP boosted its holdings in shares of Blue Owl Capital Inc. (NYSE:OWL) by 20.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,151,566 shares of the company’s stock after buying an additional 198,427 shares during the period. Prana Capital Management LP’s holdings in Blue Owl Capital were worth $19,496,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in OWL. Cresset Asset Management LLC grew its holdings in shares of Blue Owl Capital by 1,345.0% during the third quarter. Cresset Asset Management LLC now owns 1,379,485 shares of the company’s stock worth $23,355,000 after purchasing an additional 1,284,021 shares in the last quarter. Capital International Investors raised its stake in Blue Owl Capital by 3.5% in the third quarter. Capital International Investors now owns 62,726,334 shares of the company’s stock valued at $1,061,999,000 after purchasing an additional 2,141,873 shares in the last quarter. Elevation Point Wealth Partners LLC raised its stake in Blue Owl Capital by 5,256.9% in the third quarter. Elevation Point Wealth Partners LLC now owns 374,236 shares of the company’s stock valued at $6,336,000 after purchasing an additional 367,250 shares in the last quarter. Partners Group Holding AG lifted its position in Blue Owl Capital by 8.3% during the third quarter. Partners Group Holding AG now owns 1,940,155 shares of the company’s stock valued at $32,847,000 after purchasing an additional 149,292 shares during the last quarter. Finally, Oppenheimer & Co. Inc. lifted its position in Blue Owl Capital by 185.2% during the third quarter. Oppenheimer & Co. Inc. now owns 136,956 shares of the company’s stock valued at $2,319,000 after purchasing an additional 88,935 shares during the last quarter. 35.85% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

OWL has been the topic of a number of research analyst reports. Barclays reissued an “equal weight” rating and issued a $11.00 price target (down from $15.00) on shares of Blue Owl Capital in a report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft downgraded shares of Blue Owl Capital from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $15.00 to $10.00 in a report on Tuesday, February 24th. Raymond James Financial reiterated a “strong-buy” rating on shares of Blue Owl Capital in a research report on Thursday, February 19th. Piper Sandler reduced 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. Finally, Wolfe Research set a $20.00 price target on Blue Owl Capital in a research 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 assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $17.69.

Trending Headlines about Blue Owl Capital

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

Shares of NYSE OWL opened at $9.16 on Wednesday. The stock has a market capitalization of $14.23 billion, a P/E ratio of 91.56, a PEG ratio of 0.78 and a beta of 1.15. Blue Owl Capital Inc. has a one year low of $8.55 and a one year high of $21.88. The firm’s 50 day simple moving average is $12.55 and its two-hundred day simple moving average is $14.94.

Blue Owl Capital (NYSE:OWL) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. The company had revenue of $701.47 million during the quarter, compared to analysts’ expectations of $712.75 million. As a group, equities analysts expect that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

Blue Owl Capital Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Friday, February 20th were paid a $0.225 dividend. The ex-dividend date of this dividend was Friday, February 20th. This represents a $0.90 annualized dividend and a yield of 9.8%. Blue Owl Capital’s payout ratio is currently 900.00%.

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.