Blue Owl Capital Inc.(OWL)Earnings, Financials & Key RatiosBlue Owl Capital Inc. (OWL) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while revenue growth is robust, the high stock-based compensation of $195.5 million in 2026Q1 and the volatile net margin profile suggest significant execution risks for long-term shareholders.
Blue Owl Capital Inc. (OWL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Blue Owl Capital Inc. (OWL) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.19vs $0.19+0.0% | $700Mvs $687M+1.8% |
| Q1 2026 | Feb 5, 2026 | $0.24vs $0.22+9.1% | $701Mvs $712M-1.4% |
| Q4 2025 | Oct 30, 2025 | $0.22vs $0.22-0.7% | $728Mvs $675M+7.9% |
| Q3 2025 | Jul 31, 2025 | $0.21vs $0.21+1.6% | $703Mvs $599M+17.4% |
Recent stock market news and headlines for Blue Owl Capital Inc. (OWL)
Externally managed BDCs have to meet a high bar to qualify for a durable income portfolio. Their fees and sub-optimal incentives provide a structural headwind for long-term compounding. In my portfolio, I hold 2 externally managed BDCs that have passed the test.
Blue Owl Capital has been hammered by fears of AI-driven loan disruption and a private-credit "liquidity mismatch." However, it just showed green shoots that its nightmarish start to 2026 may soon be over. I provide a detailed update on my OWL investment thesis.
Blue Owl Capital faced higher June-quarter redemption requests than peers, but there was some good news: Exit requests at Blue Owl declined from March quarter levels.
Investors sought to withdraw less money from two of Blue Owl Capital's flagship private-credit funds in the second quarter, providing early signs that redemption pressures across the sector may be beginning to moderate after months of elevated withdrawals. The New York-based alternative asset manager said investors requested withdrawals totaling $4.7 billion during the quarter, down from $5.4 billion in the previous three months.
Redemption requests declined from the previous quarter but remained elevated.
Key metrics vs top competitors for Blue Owl Capital Inc. (OWL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.39 | $14.68B | 78.25 | 25.04% | 2.75% | 1.33% | 8.76% | |
| $119.33 | $68.8B | 16.44 | 16.03% | 7.24% | 5.52% | — | |
| $120.70 | $39.64B | 61.58 | 66.55% | 9.87% | 7.34% | — | |
| $95.14 | $85.42B | 40.66 | -10.99% | 14.82% | 3.84% | — | |
| $44.01 | $15.9B | 20.19 | 19.8% | 13.7% | 7.81% | — | |
| $120.88 | $94.7B | 31.15 | 21.58% | 20.38% | 14.25% | — |
Blue Owl Capital Inc. (OWL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Blue Owl Capital Inc. (OWL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 30, 2026·SEC
Feb 5, 2026·SEC
Dec 4, 2025·SEC
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Blue Owl Capital Inc. (OWL) stock FAQ — growth, dividends, profitability & financials explained
Blue Owl Capital Inc. (OWL) reported $2.94B in revenue for fiscal year 2025.
Blue Owl Capital Inc. (OWL) grew revenue by 25.0% over the past year. This is strong growth.
Yes, Blue Owl Capital Inc. (OWL) is profitable, generating $86.9M in net income for fiscal year 2025 (2.7% net margin).
Yes, Blue Owl Capital Inc. (OWL) pays a dividend with a yield of 8.76%. This makes it attractive for income-focused investors.
Blue Owl Capital Inc. (OWL) has a return on equity (ROE) of 1.3%. This is below average, suggesting room for improvement.
Blue Owl Capital Inc. (OWL) generated $1.28B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
