Blue Owl Capital: If You Are Puzzled About The Selloff, This Is Where To Start [Seeking Alpha]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Seeking Alpha
credit, and permanent capital structures that promise stable fees—but also hide growing risks. The stock is down nearly 50% from its peak, not because the business collapsed, but because valuation math and recent capital allocation decisions raised doubts about durability, not growth. This article explains the selloff starting from first principles: AUM quality, fee-related earnings, and why a 6.4% FRE yield below the cost of capital changes the investment case. tuan_azizi/iStock via Getty Images In our quest to work our way upstream through the flows of money that are being invested into AI infrastructure, it was only a matter of time before we ended up talking about Blue Owl Capital ( This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiv
Show less
Read more
Impact Snapshot
Event Time:
OWL
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
OWL alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
OWL alerts
High impacting Blue Owl Capital Inc. Class A news events
Weekly update
A roundup of the hottest topics
OWL
News
- ROSEN, LEADING TRIAL LAWYERS, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – OWLGlobeNewswire
- Is Now The Moment To Reassess Blue Owl Capital (OWL) After A 1-Year 29% Decline [Yahoo! Finance]Yahoo! Finance
- The Bull Case For Blue Owl Capital (OWL) Could Change Following BDC Liquidity Lawsuits And Disclosure Scrutiny [Yahoo! Finance]Yahoo! Finance
- Class Action Filed Against Blue Owl Capital Inc. (OWL) Seeking Recovery for Investors – Contact Levi & KorsinskyGlobeNewswire
- Bronstein, Gewirtz & Grossman LLC Urges Blue Owl Capital Inc. Investors to Act: Class Action Filed Alleging Investor HarmGlobeNewswire
OWL
Earnings
- 10/31/25 - In-Line
OWL
Sec Filings
- 12/12/25 - Form 4
- 12/11/25 - Form 4
- 12/11/25 - Form 4
- OWL's page on the SEC website