Blue Owl Capital: 10% Investment-Grade Dividend Yield On AI Panic [Seeking Alpha]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Seeking Alpha
Fee-related earnings rose 22.35% year-over-year, with quarterly distributable earnings of $0.24 per share covering a nearly 10% dividend yield. Market fears of a private credit crisis and potential AUM deceleration are overblown. The current fundamentals remain strong, and the dividend is well covered. I rate OWL a "Buy," expecting share price recovery if AUM growth persists through 2026 despite medium-term AI disruption risks. Nico De Pasquale Photography/DigitalVision via Getty Images Blue Owl Capital's ( OWL ) intense 58% dip from its 52-week high has pushed the security to trade on a deeply discounted multiple to its fee-related earnings ("FRE") as assets under management ("AUM") continue to grow. The alternative asset manager saw AUM reach This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of OWL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinion
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News
- The Biggest Risk In BDCs, And How I Mitigate It As A Bull [Seeking Alpha]Seeking Alpha
- NYSE: OWL Lawsuit Notice: Investors in shares of Blue Owl Capital Inc. (NYSE: OWL) should contact the Shareholders FoundationPR Newswire
- Meta's $27 billion AI data center is causing chaos in small town Louisiana [Fortune]Fortune
- Blue Owl Capital (OWL) had its price target lowered by BMO Capital Markets from $15.00 to $11.00. They now have an "outperform" rating on the stock.MarketBeat
- Ares Capital And Blue Owl Capital Trade At A Discount To NAV - Which Is The Better Buy? [Seeking Alpha]Seeking Alpha
OWL
Earnings
- 2/6/26 - Beat
OWL
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/19/26 - Form 4
- 3/2/26 - Form 4
- OWL's page on the SEC website