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Stock impact report

Blue Owl: A Controversial High Yield Play [Seeking Alpha]

Blue Owl Capital Inc. Class A (OWL) 
Company Research Source: Seeking Alpha
OWL's top-line and distributable earnings growth have been offset by significant share dilution, leading to lagging per-share metrics and market multiple compression. Management highlights vast data center financing opportunities and resilient portfolio quality, but episodic private credit issues and asset-backed lending risks cloud the outlook. An analysis around Blue Owl Capital follows in the paragraphs below. Looking for a helping hand in the market? Members of The Insiders Forum get exclusive ideas and guidance to navigate any climate. Learn More » CHUNYIP WONG/iStock via Getty Images Shares of alternative asset manager Blue Owl Capital Inc. ( OWL have fallen 40% since reaching an all-time high of $26.73 in January 2025 despite stellar performance from its direct lending portfolio. Acquisitions have accelerated its top line growth and non-GAAP distributable earnings, but More on my IG service Author's note: I present an update my best small and mid-cap stock ideas Show less Read more
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