Blue Owl: 3 Bear Myths That Don't Hold Up [Seeking Alpha]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Seeking Alpha
OWL's liquidity measures, conservative lending (30% LTV, 8% software exposure), and recent $1.4B loan sale at 99.7% of par validate asset quality and risk controls. With 85% of fees from permanent capital vehicles and $300B in locked-up AUM, OWL faces negligible near-term redemption risk despite sector-wide bearish sentiment. Trading at ~10x distributable earnings and yielding over 10%, OWL's valuation and dividend offer a compelling, asymmetric opportunity. Christopher Hall/iStock via Getty Images Not too long ago, I put out an article titled "Blue Owl: I'm Doubling Down on This Dirt Cheap, High-Yielding Asset Manager." In it, I made the case that Blue Owl Capital Inc. ( 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 opinions. I am not receiving compensation for it (other than from Seeking Alpha
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OWL
News
- Revisiting Blue Owl: A Superior Business Nestled In A Complex Ecosystem [Seeking Alpha]Seeking Alpha
- Blue Owl Capital Corporation: A Questionable Discount To NAV [Seeking Alpha]Seeking Alpha
- DayOne Seeks to Double Loan to $7 Billion for AI Expansion [Yahoo! Finance]Yahoo! Finance
- How the red-hot AI data center boom is igniting demand for a new, lucrative career path: trade workers [CNBC]CNBC
- Supermarket Income REIT expands joint venture loan facility to £437m [Yahoo! Finance]Yahoo! Finance
OWL
Earnings
- 2/6/26 - Beat
OWL
Sec Filings
- 3/19/26 - Form 4
- 3/2/26 - Form 4
- 3/2/26 - Form 144
- OWL's page on the SEC website