undamentalytics Newsletter

Blue OWL Capital Inc. (OWL) stock

Add holding +

NYSE: OWL NYSE Asset Management & Custody Banks Next results ~February 4, 2027

E Fundamentals grade

Blue OWL Capital Inc. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders4 buying, 0 selling9 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds349 adding, 245 cuttingOf 61 active managers that changed their stake, 25 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Blue OWL Capital files

10-Q filed October 30: Blue OWL Capital

Revenue for the twelve months to September 2026 was $3.07bn, up 11.8% on a year earlier, slower than the 14.2% growth a quarter earlier. Its fundamentals grade moves from D to E.

Our model value for Blue OWL Capital is under review, so past values are not shown until it is resolved.

Source: 10-Q filed October 30, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Blue OWL Capital stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $572m, up 4.3% on a year earlier, slower than 6.1% a quarter earlier.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 4, 2027 (estimated)

Blue OWL Capital Inc.'s trailing-twelve-month revenue grew 11.8% year on year, with a free-cash-flow margin of 49.0%. Where it lags: stock pay as % of revenue of 24.0% ranks 37 of 40 asset management & custody banks companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 30.7% while net income grew 82.2%: a 51pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Strong cash generation. 49.0% of revenue turned into free cash flow.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Heavy stock-based pay. Stock pay equals 24.0% of revenue, against a median of 4.3% for asset management & custody banks companies we cover: a real cost that cash-flow figures leave out.
  • High earnings multiple. The shares trade at 77 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 46% and a beta of 1.6 against the S&P 500.
  • Growth easing. The growth rate is 2.4 points lower than a quarter earlier.
  • Below peers: change in growth rate. Change in growth rate of -2.4pp ranks 35 of 43 asset management & custody banks companies we cover (median +1.0pp).
  • Below peers: net margin. Net margin of 3.1% ranks 34 of 43 asset management & custody banks companies we cover (median 15.2%).

Latest results: FY2026 Q3

Filed October 30, 2026
Earnings per share
$0.24 against an average estimate of $0.23: beat by 6.6%
Revenue
$807m, up 10.8% on a year earlier
Share reaction
+6.8% in the first session after the results on October 29, 2026, against -2.1% for the S&P 500
Next report
October 29, 2026; average EPS estimate $0.25

Blue OWL Capital's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.8%
  • 1 week+13.7%
  • 1 month+17.0%
  • This year-24.4%
  • 1 year-27.3%
  • 5 years-22.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$3.1B
Net margin
3.1%
EPS (TTM, diluted)
$0.14

Growth

Revenue growth
+11.8%
Change in growth rate
−2.4 pts

Earnings

Last results
October 29, 2026
Next results (est.)
February 4, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results
  3. Agreement
  4. Results
  5. Announcement
  6. Product
  7. Announcement
  8. Agreement
  9. Announcement
  10. Financing
  11. Financing
  12. Announcement
  13. Announcement
  14. Results
  15. Deal

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

No model value for Blue OWL Capital Inc. at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valuation models disagree too widely to rate: held for review.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Blue OWL Capital Inc. as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 10.1%: the 10-year Treasury yield (4.9%) plus a beta of 1.14 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$8.9 ~$7.5–$12 Primary model, counts double
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$1.3 ~$0.9–$1.8 Left out: out of range vs price (0.13x)
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$0.8 ~$0.7–$0.9 Left out: out of range vs price (0.08x)
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$4.1 ~$4.3–$12 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$2.4 ~$2.3–$2.5 Included
Cash-flow model (DCF) Free cash flow after stock pay, grown then faded to 2.5%, discounted at 8.5%. — Does not apply: This model is withheld pending its input or assumption review.
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: This model is withheld pending its input or assumption review.
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Blue OWL Capital Inc. with asset managers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Blue OWL Capital Inc.: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $0.89 +6% $2.9bn +9%
Next $0.98 +10% $3.1bn +9%

Next year's EPS estimate has moved −0.9% in 90 days, across 17 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +0.6% on 90 days ago. In the last 30 days, 0 analysts raised Blue OWL Capital Inc.'s forecast and 3 cut it.

Consensus EPS forecast Blue OWL Capital Inc., last 90 days
$0.85 $0.90 $0.95 $1.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.89 Current fiscal year, 60 days ago: $0.89 Current fiscal year, 30 days ago: $0.89 Current fiscal year, 7 days ago: $0.88 Current fiscal year, Now: $0.89 $0.89 Next fiscal year, 90 days ago: $0.99 Next fiscal year, 60 days ago: $0.99 Next fiscal year, 30 days ago: $0.99 Next fiscal year, 7 days ago: $0.98 Next fiscal year, Now: $0.98 $0.98

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.89$0.99
60 days ago $0.89$0.99
30 days ago $0.89$0.99
7 days ago $0.88$0.98
Now $0.89$0.98

Earnings against estimates

Blue OWL Capital Inc.: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $0.23 $0.24 +6.6%
Jun 2026 $0.22 $0.22 +1.8%
Mar 2026 $0.18 $0.19 +5.4%
Dec 2025 $0.22 $0.24 +6.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, July 30, 2026

No numeric guidance in Blue OWL Capital Inc.'s latest earnings release (filed July 30, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

18 analysts, Oct 2026
Buy1056%
Hold844%
Sell00%

Monthly trend

  1. Oct 202628818
  2. Sep 202628717
  3. Aug 202628617
  4. Jul 202627716

Counts of recommendations published by analysts covering Blue OWL Capital Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
18.0%
of tradable shares
Days to cover
5.68
at average volume
Short interest, 1 month
+2%
to October 15, 2026
Held by institutions
96%
of shares
Held by insiders
0.1%
of shares
Employees
1,380
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −27.3%

$14.61 on October 31, 2025 to $10.62

Blue OWL Capital Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $2.6bn $3.0bn +14.2%
Net margin 2.9% 2.7% −6.0%
P/E multiple 161.1x 89.3x −44.5%
Share count 831m 681m +22.2%

Biggest factor: p/e multiple.

Last 3 years −6.7%

$11.38 on November 3, 2023 to $10.62

Blue OWL Capital Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.6bn $3.0bn +89.9%
Net margin 1.6% 2.7% +71.6%
P/E multiple n/m 89.3x −58.5%
Share count 470m 681m −31.0%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Blue OWL Capital Inc.: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
OWL+32%−26%+47%+62%−33%−24%
Industry peers (median)+33%−17%+19%+15%−4%−6%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OWL50%50%58%67%33%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OWL−26%−41%−27%−20%−46%−48%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since December 14, 2020: 67% from January 24, 2025 to April 10, 2026. Getting back needed a 204% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$7.89 – $15.67
From 52-week high
−32.2%
vs 50-day average
+5.6%
vs 200-day average
+5.9%
Volatility (1 year)
46%
Beta vs S&P 500
1.55

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±6.6%
After a week
5 up, 6 down
typical move ±7.3%
After a month
5 up, 6 down
typical move ±11.1%
Blue OWL Capital Inc.: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
October 29, 2026 +6.8% −2.1% — —
July 30, 2026 +7.9% +2.4% +20.0% +28.3%
April 30, 2026 +12.4% +1.3% +16.6% +20.7%
February 5, 2026 +3.8% +0.6% +3.6% −17.0%
October 30, 2025 −4.8% −0.8% −9.7% −7.9%
July 31, 2025 −3.4% −2.0% −2.9% −4.0%
May 1, 2025 −0.7% +2.2% +0.1% +1.2%
February 6, 2025 −5.6% −0.6% −5.7% −25.1%
October 31, 2024 −7.1% −1.5% −1.6% +0.5%
August 1, 2024 −14.7% −3.3% −11.4% −6.5%
May 2, 2024 −3.8% +2.2% −0.6% −3.8%
February 9, 2024 +7.9% +0.5% +8.5% +7.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Blue OWL Capital Inc.
$1.5B $2B $2.5B $3B $3.5B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.7B Revenue (TTM), FY24 Q1: $1.9B Revenue (TTM), FY24 Q2: $2B Revenue (TTM), FY24 Q3: $2.2B Revenue (TTM), FY24 Q4: $2.3B Revenue (TTM), FY25 Q1: $2.5B Revenue (TTM), FY25 Q2: $2.6B Revenue (TTM), FY25 Q3: $2.7B Revenue (TTM), FY25 Q4: $2.9B Revenue (TTM), FY26 Q1: $2.9B Revenue (TTM), FY26 Q2: $3B Revenue (TTM), FY26 Q3: $3.1B $3.1B

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.7B
FY24 Q1 $1.9B
FY24 Q2 $2B
FY24 Q3 $2.2B
FY24 Q4 $2.3B
FY25 Q1 $2.5B
FY25 Q2 $2.6B
FY25 Q3 $2.7B
FY25 Q4 $2.9B
FY26 Q1 $2.9B
FY26 Q2 $3B
FY26 Q3 $3.1B
Revenue growth, TTM YoY Blue OWL Capital Inc.
10% 20% 30% 40% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: 26.4% Revenue growth, TTM YoY, FY24 Q1: 24.9% Revenue growth, TTM YoY, FY24 Q2: 26.2% Revenue growth, TTM YoY, FY24 Q3: 32.1% Revenue growth, TTM YoY, FY24 Q4: 32.6% Revenue growth, TTM YoY, FY25 Q1: 33.0% Revenue growth, TTM YoY, FY25 Q2: 31.8% Revenue growth, TTM YoY, FY25 Q3: 27.2% Revenue growth, TTM YoY, FY25 Q4: 25.0% Revenue growth, TTM YoY, FY26 Q1: 19.3% Revenue growth, TTM YoY, FY26 Q2: 14.2% Revenue growth, TTM YoY, FY26 Q3: 11.8% 11.8%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 26.4%
FY24 Q1 24.9%
FY24 Q2 26.2%
FY24 Q3 32.1%
FY24 Q4 32.6%
FY25 Q1 33.0%
FY25 Q2 31.8%
FY25 Q3 27.2%
FY25 Q4 25.0%
FY26 Q1 19.3%
FY26 Q2 14.2%
FY26 Q3 11.8%
FCF margin (TTM) Blue OWL Capital Inc.
35% 40% 45% 50% 55% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 50.9% FCF margin (TTM), FY24 Q1: 43.5% FCF margin (TTM), FY24 Q2: 42.7% FCF margin (TTM), FY24 Q3: 41.7% FCF margin (TTM), FY24 Q4: 40.7% FCF margin (TTM), FY25 Q1: 36.4% FCF margin (TTM), FY25 Q2: 39.8% FCF margin (TTM), FY25 Q3: 41.9% FCF margin (TTM), FY25 Q4: 41.7% FCF margin (TTM), FY26 Q1: 43.6% FCF margin (TTM), FY26 Q2: 44.3% FCF margin (TTM), FY26 Q3: 49.0% 49.0%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 50.9%
FY24 Q1 43.5%
FY24 Q2 42.7%
FY24 Q3 41.7%
FY24 Q4 40.7%
FY25 Q1 36.4%
FY25 Q2 39.8%
FY25 Q3 41.9%
FY25 Q4 41.7%
FY26 Q1 43.6%
FY26 Q2 44.3%
FY26 Q3 49.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Blue OWL Capital Inc.: annual financial statements
Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 191 250 824 1,370 1,732 2,295 2,870 3,069
Net income 23 −78 −376 −9 54 110 79 95
Diluted EPS — — — −$0.02 $0.10 $0.20 $0.10 $0.14
Growth (year on year)
Revenue — +30.9% +229.8% +66.3% +26.4% +32.6% +25.0% +11.8%
Net income — −439.0% — — — +101.7% −28.1% —
Diluted EPS — — — — — +100.0% −50.0% —
Margins
Net margin 12.0% −31.2% −45.7% −0.7% 3.1% 4.8% 2.7% 3.1%
Free-cash-flow margin 22.5% 1.8% 33.5% 48.4% 50.9% 40.7% 41.7% 49.0%
Cash flow
Cash from operations 44 5 282 728 949 1,000 1,256 1,556
Capital spending 1 1 5 66 68 64 58 54
Free cash flow 43 5 276 663 881 935 1,198 1,502
Stock-based pay 0 0 1,205 421 313 313 674 735
Free cash flow after stock pay 43 5 −929 242 569 623 525 767
Balance sheet
Cash 7 12 43 68 104 152 195 214
Total debt 0 356 1,174 1,625 1,681 2,588 3,324 3,638
Net debt (negative = net cash) −7 345 1,132 1,557 1,577 2,436 3,130 3,425
Diluted shares — — — 433m 478m 558m 662m 687m
Returned to shareholders
Dividends 0 0 47 183 248 368 547 615
Buybacks — 0 0 79 0 0 54 77
Total returned 0 0 47 261 248 368 600 692

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$77M
Dividends (TTM)
$615M
Returned to shareholders
46%
of free cash flow
Buybacks, last 3 fiscal years
$53.7M
Total shareholder yield
9.3%
dividends 8.3% + buybacks 1.0% of market value
Dividend payout ratio
650%
of net income paid out

Competitors: side by side with peers

Closest by revenue in asset management & custody banks
Growth, margins and cash generation against peers
Last 12 months unless stated OWL CG SEIC AMG STEP FHI Median
Revenue, last 12 months $3.1bn $3.6bn $2.5bn $2.3bn $2.0bn $2.0bn $858m
Revenue growth, last 12 months 11.8% −41.9% 12.8% 11.8% 48.5% 13.2% 17.2%
Revenue growth, 3-year average 23.4% 4.9% 10.2% 1.9% 120.4% 7.4% 10.2%
Revenue growth, latest quarter 10.8% −28.6% 14.4% 29.9% 4.0% 8.1% 14.4%
Gross margin — 98.2% 35.9% — — — 80.2%
Operating margin — — 29.4% 48.1% — 27.8% 25.8%
Operating margin, 3-year average — — 27.1% — — 26.0% 18.8%
Net margin 3.1% 10.1% 28.1% 37.7% −30.5% 21.3% 15.2%
Cash from operations / revenue 50.7% −110.7% 27.3% 47.2% −21.8% 20.5% 26.4%
Free-cash-flow margin 49.0% −114.2% 26.3% 46.9% −21.9% 19.6% 21.9%
Free-cash-flow margin, 3-year average 44.2% −41.0% 26.5% 46.9% 0.6% 18.6% 17.6%
Stock pay / revenue 24.0% 11.5% 2.3% −2.6% 90.9% 1.5% 3.7%
Change in share count — 0.5% −3.8% −8.0% 9.0% −5.1% −0.2%

Median of all 43 companies we cover in asset management & custody banks. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

43 asset management & custody banks companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 11.8% 17.2% 28 of 43
Change in growth rate Growth -2.4pp +1.0pp 35 of 43
Net margin Profitability 3.1% 15.2% 34 of 43
Stock pay as % of revenue Cash generation 24.0% 4.3% 37 of 40

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Asset Management1 $2.5B 87.9% ▲ 26.5%
Administrative Service $321M 11.2% ▲ 9.2%
Management Service Incentive $26.8M 0.9% ▲ 277.3%

From Blue OWL Capital Inc.'s 10-K filed February 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$5.6B
Institutions reporting
571
Shares held vs prior quarter
▼ 6.2%
Positions opened / closed
111 / 87

Top buyers and sellers, Q2 2026: 349 institutions bought and 245 sold ; the biggest buyer was Bank Of America Corp (+5.6M shares) and the biggest seller FMR LLC (−18.0M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
FMR LLC $592M 67.7M 10.5% ▼ 21.0%
Capital World Investors $471M 53.9M 8.4% ▼ 5.1%
Capital Research Global Investors $378M 43.2M 6.7% ▼ 25.6%
Iconiq Capital, LLC $301M 34.4M 5.3% 0.0%
Blackrock, Inc. $277M 31.6M 4.9% ▼ 5.3%
Vanguard Capital Management LLC $253M 29.0M 4.5% ▼ 1.7%
Vanguard Portfolio Management LLC $242M 27.6M 4.3% ▼ 23.9%
Bank Of America Corp $198M 22.6M 3.5% ▲ 33.1%
Lind Value Ii Aps $146M 16.7M 2.6% ▲ 9.6%
Caption Management, LLC $140M 16.0M 2.5% ▲ 5.8%
Morgan Stanley $126M 14.4M 2.2% ▲ 9.1%
Hightower Advisors, LLC $111M 12.7M 2.0% ▲ 17.7%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Blue OWL Capital Inc.'s complete shareholder register. Values are as reported by the filers ; 4 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Packer Craig Co-President December 2, 2025 Buy 27,336 $15.06 $411,680
Packer Craig Co-President December 2, 2025 Buy 82,891 $15.06 $1.2M
Lipschultz Marc S Co-Chief Executive Officer December 2, 2025 Buy 69,663 $15.06 $1M
Ostrover Douglas I Co-Chief Executive Officer December 2, 2025 Buy 139,327 $15.06 $2.1M
Packer Craig Co-President December 1, 2025 Buy 11,109 $15.06 $167,302
Packer Craig Co-President December 1, 2025 Buy 3,664 $15.06 $55,180
Lipschultz Marc S Co-Chief Executive Officer December 1, 2025 Buy 9,337 $15.06 $140,615
Ostrover Douglas I Co-Chief Executive Officer December 1, 2025 Buy 18,673 $15.06 $281,215
Kirshenbaum Alan Chief Financial Officer December 1, 2025 Buy 33,670 $14.87 $500,673

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 2 trades and filings

No trades in Blue OWL Capital Inc. disclosed in the last 12 months; 2 earlier trades on record.

  • Ritchie Torres(D-NY 15):Sale (full), $1,001 - $15,000, traded July 11, 2025, filed August 20, 2025
  • Ritchie Torres(D-NY 15):Purchase, $1,001 - $15,000, traded September 26, 2024, filed August 20, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around February 4, 2027 estimated from the company's past filing pattern, not announced

  • October 29, 2026
  • July 30, 2026
  • April 30, 2026
  • February 5, 2026
  • October 30, 2025
  • July 31, 2025

Recent SEC filings

Data status

When each part of this page on Blue OWL Capital Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Blue OWL Capital Inc. in brief

What does Blue OWL Capital Inc. do?
Blue OWL Capital Inc. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
What is Blue OWL Capital Inc.'s stock ticker?
Blue OWL Capital Inc. trades under the ticker OWL on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Blue OWL Capital Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Blue OWL Capital Inc. reported revenue of $3.1B, 11.8% higher than a year earlier, according to its SEC filings.
What is Blue OWL Capital Inc.'s free cash flow?
Blue OWL Capital Inc.'s free-cash-flow margin is 49.0% of revenue over the trailing twelve months.
Who are Blue OWL Capital Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are FMR LLC, Capital World Investors and Capital Research Global Investors. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Blue OWL Capital Inc.'s market cap?
On November 2, 2026, Blue OWL Capital Inc.'s market capitalisation was about $7.3B, with a price-to-earnings ratio of 77.2 and net debt of $3.4B. Market figures come from third-party market data and may be delayed.
Does Blue OWL Capital Inc. pay a dividend?
Yes: Blue OWL Capital Inc. paid $615M in dividends over the trailing twelve months, a dividend yield of 8.28% and a payout ratio of 650.1%.
Who are Blue OWL Capital Inc.'s competitors?
In our Asset Management & Custody Banks peer group, the companies closest to Blue OWL Capital Inc. are Carlyle Group Inc., SEI Investments Co, Affiliated Managers Group, Inc., Stepstone Group Inc. and Federated Hermes, Inc. The side-by-side comparison below sets their revenue, margins and growth against Blue OWL Capital Inc.'s.
Are insiders buying or selling Blue OWL Capital Inc. stock?
Over the last 12 months, Blue OWL Capital Inc.'s directors and officers reported 9 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Blue OWL Capital Inc.'s next earnings date?
Around February 4, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Blue OWL Capital Inc. announces its own schedule.