Blue Owl Capital: Price Reset Creates A Compelling Total Return Opportunity [Seeking Alpha]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Seeking Alpha
OWL's payout ratio is currently stretched at ~102%, but improving earnings power and fee-paying AUM growth should enhance future coverage. Valuations reflect macro normalization, with shares trading at ~16x FRE and yields boosted by a 30% price correction. AI-driven, long-dated contracted revenues and stable credit performance underpin a favorable risk-reward asymmetry for OWL. Thomas Barwick/DigitalVision via Getty Images Blue Owl Capital ( OWL ) merges two strong theses that often attract income investors' attention: resilient private credit income combined with AI infrastructure-led demand. My thesis supports OWL's positioning as a decent way to earn yields while 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 receiving compensation for
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OWL
News
- ROSEN, LEADING TRIAL LAWYERS, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – OWLGlobeNewswire
- Blue Owl Capital: If You Are Puzzled About The Selloff, This Is Where To Start [Seeking Alpha]Seeking Alpha
- 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
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