The Analyst Verdict: Blue Owl Capital In The Eyes Of 9 Experts
In the last three months, 9 analysts have published ratings on Blue Owl Capital (NYSE:OWL), offering a diverse range of perspectives from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 2 | 3 | 4 | 0 | 0 |
| Last 30D | 1 | 0 | 0 | 0 | 0 |
| 1M Ago | 0 | 1 | 1 | 0 | 0 |
| 2M Ago | 1 | 0 | 1 | 0 | 0 |
| 3M Ago | 0 | 2 | 2 | 0 | 0 |
Insights from analysts' 12-month price targets are revealed, presenting an average target of $19.61, a high estimate of $24.00, and a low estimate of $16.50. Observing a downward trend, the current average is 7.54% lower than the prior average price target of $21.21.
Diving into Analyst Ratings: An In-Depth Exploration
The perception of Blue Owl Capital by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Bill Katz | TD Cowen | Lowers | Buy | $24.00 | $26.00 |
| Michael Brown | UBS | Lowers | Neutral | $16.50 | $18.00 |
| Benjamin Budish | Barclays | Lowers | Overweight | $18.00 | $19.00 |
| Michael Brown | UBS | Announces | Neutral | $18.00 | - |
| Wilma Burdis | Raymond James | Announces | Strong Buy | $20.00 | - |
| Kenneth Worthington | JP Morgan | Lowers | Neutral | $20.00 | $22.00 |
| Benjamin Budish | Barclays | Lowers | Overweight | $19.00 | $21.00 |
| Glenn Schorr | Evercore ISI Group | Lowers | Outperform | $19.00 | $21.00 |
| Kenneth Worthington | JP Morgan | Raises | Neutral | $22.00 | $21.50 |
Key Insights:
- Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Blue Owl Capital. This information offers a snapshot of how analysts perceive the current state of the company.
- Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Blue Owl Capital compared to the broader market.
- Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Blue Owl Capital's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Blue Owl Capital's market standing. Stay informed and make data-driven decisions with our Ratings Table.
Stay up to date on Blue Owl Capital analyst ratings.
Delving into Blue Owl Capital's Background
Blue Owl Capital is one of the world's largest alternative-asset managers, $295.6 billion in total managed assets, including $183.8 billion in fee-earning AUM, at the end of September 2025. The company has three core business segments: global private equity, (with $68.8 billion in total AUM and $40.2 billion in fee-earning AUM), private credit ($152.1 billion/$97.3 billion), and real estate/real assets ($74.7 billion/$46.3 billion). The firm primarily serves institutional investors (68% of AUM) and high-net-worth individuals (32%). The firm operates through more than 20 offices in the Americas, and the EMEA and Asia-Pacific regions.
Blue Owl Capital: A Financial Overview
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining Blue Owl Capital's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 21.15% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Net Margin: Blue Owl Capital's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 0.87%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Blue Owl Capital's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 0.27%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Blue Owl Capital's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.05%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: With a high debt-to-equity ratio of 1.65, Blue Owl Capital faces challenges in effectively managing its debt levels, indicating potential financial strain.
Understanding the Relevance of Analyst Ratings
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
This article was generated by Benzinga's automated content engine and reviewed by an editor.