OWLFinancial Services · Asset ManagementThe 17 Wall Street analysts covering Blue Owl Capital, Inc. hold a median 12-month price target of $12 — +13.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 12 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Blue Owl Capital, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (70): The share price has been relatively steady.
Issuance (16): The company has been issuing shares or taking on financing, diluting existing holders.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on OWL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +13.6% from it.
Of the 20 most recent actions, 4 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Aug 2026 | Oppenheimer | Maintains | Outperform | $15 → $17 |
| 3 Aug 2026 | BMO Capital | Maintains | Outperform | — |
| 3 Aug 2026 | BMO Capital | Maintains | Outperform | $11 → $12 |
| 3 Aug 2026 | Goldman Sachs | Maintains | Neutral | $9.50 → $11 |
| 3 Aug 2026 | Goldman Sachs | Maintains | Neutral | — |
| 31 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 31 July 2026 | Barclays | Maintains | Equal-Weight | $9.00 → $10 |
| 17 July 2026 | Oppenheimer | Maintains | Outperform | $16 → $15 |
| 17 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 13 July 2026 | BMO Capital | Maintains | Outperform | — |
| 13 July 2026 | BMO Capital | Maintains | Outperform | $12 → $11 |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | $10 → $9.00 |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 9 July 2026 | Citizens | Maintains | Market Outperform | $21 → $17 |
| 9 July 2026 | Citizens | Maintains | Market Outperform | — |
| 18 May 2026 | TD Cowen | Reiterates | Buy | — |
| 1 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 1 May 2026 | JP Morgan | Maintains | Neutral | — |
| 1 May 2026 | UBS | Maintains | Neutral | — |
| 29 Apr 2026 | JP Morgan | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. OWL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Blue Owl Capital, Inc. returned −39.3% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 8% of US stocks
Cheaper than 23% of US stocks
Cheaper than 28% of US stocks
Cheaper than 31% of US stocks
Higher than 44% of US stocks
Higher than 14% of US stocks
Higher than 65% of US stocks
Higher than 86% of US stocks
Higher than 54% of US stocks
Higher than 54% of US stocks
Higher than 73% of US stocks
Higher than 90% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Blue Owl Capital, Inc. has a market value of $16.5B and an enterprise value of $15.0B.
Revenue in the twelve months to 30 June 2026: $3.0B. The latest quarter grew 7.1% year on year.
Net income over the same four quarters: $338.4M, a 11.3% net margin.
Free cash flow in the twelve months to 30 June 2026: $1.3B.
Blue Owl Capital, Inc. spent $77.0M on share buybacks and $601.9M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 88.0×; forward P/E: 10.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 8.71%, paying out 754% of earnings.
Blue Owl Capital, Inc. employs 1,380 people — $2.2M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Blue Owl Capital, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Top private credit companies have pulled back over the past few days, with most falling more than 10% from recent highs and entering correction territory, as investors reassessed their outlook on the Federal Reserve and potential rate hikes.
Why it matters — As a participant in the private credit sector, OWL would be affected by the broader industry pullback driven by shifting Fed rate expectations.
Seeking Alpha highlights Blue Owl Capital (OBDC), noting it trades at a 20% discount to NAV while maintaining a well-covered 11% dividend yield, low nonaccrual rates of 0.8%, and minimal tech exposure. The article points to stable net investment income despite a 10% NAV drawdown, with a portfolio spanning 229 companies across 30 industries.
Why it matters — For OWL watchers, this article underscores the resilience and income stability of Blue Owl's credit-focused business amid valuation discounts and market volatility.
Alternative asset managers experienced a sell-off driven by concerns about artificial intelligence, but data center assets under management could drive significant fee growth, potentially turning AI-related losers into winners.
Why it matters — As an alternative asset manager, OWL could benefit from growing data center AUM and associated fee opportunities tied to AI demand.
Blue Owl Capital Corporation was described as still undervalued, trading at a discount to NAV and peers despite a recent recovery, with a 10.87% yield, improved dividend coverage, a strengthened balance sheet, and a 96% floating-rate credit portfolio positioning it for earnings resilience.
Why it matters — This highlights OWL watchers' view of the company's financial health and valuation, suggesting its recovery may still have room to develop.
Seeking Alpha's Undercovered Dozen series spotlights 12 lesser-covered stocks, including Blue Owl Capital, to generate fresh investment ideas and community discussion around under-the-radar equities.
Why it matters — Blue Owl Capital's inclusion in this curated list brings the stock additional attention and discussion among investors on Seeking Alpha.
The 17 Wall Street analysts covering Blue Owl Capital, Inc. have a median 12-month price target of $12, with estimates ranging from $9.5 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering Blue Owl Capital, Inc., 10 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Blue Owl Capital, Inc. 37 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Blue Owl Capital, Inc. ranks 37 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (70 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +13.6% from the last close, and Ticker Nerd's factor model ranks Blue Owl Capital, Inc. 37 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Blue Owl Capital, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for OWL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $9.5 to $20 over the next 12 months.
Blue Owl Capital, Inc. returned -39.3% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Blue Owl Capital Inc. Class A Common Stock represents Blue Owl Capital Inc., an alternative asset manager focused on providing private capital solutions across credit, real assets, and GP strategic capital.
The most recent item we track (Invezz, 13 Sept 2026): "How will private credit and equity stocks react to Fed rate hikes?". Top private credit companies have pulled back over the past few days, with most falling more than 10% from recent highs and entering correction territory, as investors reassessed their outlook on the Federal Reserve and potential rate hikes.
Blue Owl Capital Inc. Class A Common Stock represents Blue Owl Capital Inc., an alternative asset manager focused on providing private capital solutions across credit, real assets, and GP strategic capital. Blue Owl serves middle-market companies, private equity firms, large alternative asset managers, and real estate owners and tenants through products such as direct lending, capital solutions, and real assets investing. The company operates a permanent capital model designed to support long-duration investment strategies and recurring fee-based relationships with institutional clients. Based in New York, Blue Owl Capital participates in the broader private markets ecosystem, where it helps connect investors with specialized financing and asset management solutions across corporate and real estate markets.
CEO Mr. Douglas Irving Ostrover · 1,380 employees · United States · https://www.blueowl.com
