Blue Owl Capital (OWL)
Manages private-market credit, real assets and GP strategic capital.
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Manages private-market strategies across Credit, Real Assets and GP Strategic Capital. Most management fees come from permanent-capital vehicles, while economics depend on fundraising, fee generation, fund valuations and liquidity management.
Manages private-market capital through Credit, Real Assets and GP Strategic Capital. Credit traces to Owl Rock’s middle-market lending franchise; Real Assets includes real estate, insurance solutions and digital infrastructure; GP Strategic Capital provides capital to private-capital managers.
Built through the 2021 combination of Owl Rock and Dyal and expanded through acquisitions, the firm operates globally from New York. It integrates specialist strategies under a one-firm approach and reports a single accounting operating segment.
Most management fees come from permanent-capital vehicles, which generally lack ordinary asset-manager-level redemptions. Its economics and reputation depend on fundraising, fee generation, fund valuations and liquidity management, while competition for capital and investments, regulation, leverage inside products, and retention of senior talent shape the business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | Capital One Financial | Target | Target: $11 | Target: $12 |
| Aug 3, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $14 | Target: $10.50 |
| Jul 13, 2026 | Capital One Financial | Target | Target: — | Target: $11 |
| Jul 9, 2026 | Barclays | Reiterate | Rating: —Target: $10 | Target: $9 |
| Jul 2, 2026 | Credit Suisse | Target | Target: — | Target: $9.10 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $169.1M · Total debt $4.34B · Total assets $12.33B · Shareholders' equity $2.00B
- Revenue
- $753.1M
- Operating income
- $116.4M
- Net income
- $11.4M
HistoryDividendAnnual yield
| Institutions | ≈ 40.30% | 628.25M shares | |
|---|---|---|---|
| 635 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 9.28% | 144.69M shares | |
| 12 holders · as of Sep 11, 2026 | |||
| Strategic holders | 25.09% | 391.20M shares | |
| 3 holders · as of Sep 11, 2026 | |||
| Other | ≈ 25.33% | 394.95M shares | |
| remainder | |||
1.56B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Owl Rock Capital Feeder LLCStrategic10 percent owner, other: See Remarks | 13.90% | 169.87M D · 46.77M C | filed Sep 11, 2026 |
Dyal Capital SLP LPStrategic10 percent owner | 8.43% | 131.41M D | filed Sep 11, 2026 |
Douglas I. Ostrover1Insiderdirector, officer: Co-Chief Executive Officer | 4.65% | 158,000 A · 72.35M D | filed Aug 7, 2026 |
FMR LLCInstitution | 4.34% | 67.70M A | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 3.46% | 53.87M A | as of Jun 30, 2026 |
- Douglas I. Ostrover reports a block also reported by Susquehanna International Group, LLP; it is counted once, under Susquehanna International Group, LLP.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Marc Zahr | director, officer: Co-President | −1 | |
| Dec 1, 2025 | Craig Packer | director, officer: Co-President | +14,773 | $15.06 |
| Dec 2, 2025 | Craig Packer | director, officer: Co-President | +110,227 | $15.06 |
| Dec 1, 2025 | Marc S. Lipschultz | director, officer: Co-Chief Executive Officer | +9,337 | $15.06 |
| Dec 2, 2025 | Marc S. Lipschultz | director, officer: Co-Chief Executive Officer | +69,663 | $15.06 |
- Blackstone
Broad rival in credit, real assets, infrastructure, and GP stakes
- Ares Management
Global alternatives platform across credit, real estate, and infrastructure
- Apollo Global Management
Alternative-asset rival spanning credit, real assets, and insurer solutions
- KKR
Global alternatives manager across credit, real assets, and insurance
- Brookfield Asset Management
Scaled alternative manager across credit, real estate, and infrastructure
- Goldman Sachs
Broad alternatives rival across GP stakes, credit, and real assets
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Blue Owl Capital | $9.91 | −1.15% | $15.66B | 84.3 | 10.7 | 5.2 | +7.1% |
| Blackstone | $124.55 | −1.47% | $152.70B | 28.1 | 19.4 | 9.5 | +2.4% |
| Ares Management | $125.21 | −1.15% | $41.60B | 52.6 | 19.3 | 6.5 | +5.8% |
| Apollo Global Management | $126.34 | −1.23% | $73.67B | 28.6 | 12.9 | 2.0 | +63.7% |
| KKR | $99.43 | −1.39% | $90.53B | 31.7 | 14.1 | 4.3 | −44.8% |
| Brookfield Asset Management | $46.35 | +0.28% | $73.80B | 26.9 | 23.0 | 13.7 | +58.7% |
| Goldman Sachs | $948.60 | −1.12% | $283.03B | 14.8 | 13.6 | 2.4 | +39.5% |
| Median | 28.4 | 16.7 | 5.4 | +22.6% |