Opinion: Blue Owl ‘quake' is not what it seems [Investment Executive - News]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Investment Executive - News
There's no denying that narratives travel fast in financial markets. After Blue Owl Capital sold US$1.4 billion of private credit loans last week , and announced redemption policy changes to its OBDC II private credit fund, the backlash was immediate. Economist Mohamed El Erian warned it could be a “canary in the coal mine,” and invoked the failure of two Bear Stearns credit funds in 2007. CNBC described the move as a “quake” in private credit markets. Even U.S. Treasury Secretary Scott Bessent weighed in, calling the deal “concerning” because one of the buyers is a regulated insurance company. A closer look reveals a more nuanced picture. In a true liquidity crisis, managers are often forced to sell at depressed prices, or struggle to move assets at all. In this case, Blue Owl found buyers for a large block of loans at net asset value. It's hard to reconcile that with a narrative of distressed selling or a market seizing up. Furthermore, Blue Owl did not actually turn off
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OWL
Earnings
- 2/6/26 - Beat
OWL
Sec Filings
- 2/19/26 - Form S-8
- 2/19/26 - Form 10-K
- 2/18/26 - Form 4
- OWL's page on the SEC website