OWLFinancial Services · Asset ManagementThe 18 Wall Street analysts covering Blue Owl Capital, Inc. hold a median 12-month price target of $11 — +18.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 8 Oct 2026 — in the lower half.
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
Revisions (75): Analysts have, on balance, been raising their forecasts.
Issuance (16): The company has been issuing shares or taking on financing, diluting existing holders.
Size (12): 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 +18.7% from it.
Of the 20 most recent actions, 4 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | Wells Fargo | Initiates | Equal-Weight | $10 |
| 27 Aug 2026 | Oppenheimer | Maintains | Outperform | $15 → $17 |
| 27 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 3 Aug 2026 | BMO Capital | Maintains | Outperform | — |
| 3 Aug 2026 | BMO Capital | Maintains | Outperform | $11 → $12 |
| 3 Aug 2026 | Goldman Sachs | Maintains | Neutral | — |
| 3 Aug 2026 | Goldman Sachs | Maintains | Neutral | $9.50 → $11 |
| 31 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 31 July 2026 | Barclays | Maintains | Equal-Weight | $9.00 → $10 |
| 17 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 17 July 2026 | Oppenheimer | Maintains | Outperform | $16 → $15 |
| 13 July 2026 | BMO Capital | Maintains | Outperform | $12 → $11 |
| 13 July 2026 | BMO Capital | Maintains | Outperform | — |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 9 July 2026 | Barclays | Maintains | Equal-Weight | $10 → $9.00 |
| 9 July 2026 | Citizens | Maintains | Market Outperform | — |
| 9 July 2026 | Citizens | Maintains | Market Outperform | $21 → $17 |
| 18 May 2026 | TD Cowen | Reiterates | Buy | — |
| 1 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 1 May 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 8 Oct 2026, Blue Owl Capital, Inc. returned −39.5% against +16.2% for the S&P 500, dividends included.
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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 9% of US stocks
Cheaper than 25% of US stocks
Cheaper than 30% of US stocks
Cheaper than 33% of US stocks
Higher than 44% of US stocks
Higher than 15% 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 96% 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 $14.5B and an enterprise value of $14.0B.
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: 77.3×; forward P/E: 9.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 9.92%, 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 →
A Barron’s headline says private credit funds have cratered, while the excerpt notes that they currently offer double-digit yields but have been cutting payouts.
Why it matters — OWL watchers may find the report relevant because it describes weaker performance and declining payouts across private credit funds.
Seeking Alpha reports that Blue Owl Capital Corporation trades at 72% of net asset value despite portfolio fundamentals, after resetting its base dividend to $0.31 (covered by adjusted net investment income) at a 12% base yield. Recent near-par loan sales, strong liquidity, and active buybacks are cited as reinforcing intrinsic value above the market discount.
Why it matters — This item matters to Blue Owl Capital watchers because it characterises the stock as trading at a significant discount to intrinsic value with dividend coverage restored, which could inform views on the company's valuation.
Cox Capital Retail Secondaries Fund I, LP has launched a cash tender offer to buy Class I shares of Blue Owl Credit Income Corp., expanding its liquidity program for retail private-markets investors. The tender offer was announced by Cox Capital from Conshohocken, Pennsylvania.
Why it matters — Blue Owl watchers would care because the tender offer expands liquidity options for retail investors in one of Blue Owl Credit Income Corp.'s share classes, potentially affecting demand and trading dynamics for the credit vehicle.
A Seeking Alpha contributor has added Blue Owl Capital to their portfolio as a speculative but compelling valuation play, citing shares down nearly 50% over the past year. The writer highlights OWL's diversified business and rising assets under management of $319 billion, noting the company is priced at a discount or similar to peers while still carrying some growth expectations.
Why it matters — For OWL watchers, this piece reflects a view that the company's earnings power and growing AUM may be undervalued given negative sentiment in private credit markets, offering a potential contrarian perspective on the stock's steep decline.
A report notes that investor withdrawal requests from two Blue Owl Capital funds declined to $4.2 billion in the third quarter of 2026, down from a prior figure. The article frames this as encouraging news for the private-credit market while cautioning that a bigger test may still lie ahead.
Why it matters — The shrinking withdrawal figure signals easing redemptions pressure for Blue Owl's funds, which OWL watchers would see as a stabilizing development for the firm's private-credit business.
The 18 Wall Street analysts covering Blue Owl Capital, Inc. have a median 12-month price target of $11, 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 18 analysts covering Blue Owl Capital, Inc., 10 rate it a Buy, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Blue Owl Capital, Inc. 40 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Blue Owl Capital, Inc. ranks 40 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 Revisions (75 of 100).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +18.7% from the last close, and Ticker Nerd's factor model ranks Blue Owl Capital, Inc. 40 out of 100 as at 8 Oct 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 -39.5% over the 12 months to 8 Oct 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 (Barrons, 8 Oct 2026): "Private Credit Funds Have Cratered. What to Know Before Buying Them.". A Barron’s headline says private credit funds have cratered, while the excerpt notes that they currently offer double-digit yields but have been cutting payouts.
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
