Blue Owl Capital

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. It offers platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded on August 20, 2020 and is headquartered in New York, NY.

Earnings data Q2 2021

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Blue Owl Capital excels in Q4 2022, poised for growth

Blue Owl Capital delivered robust Q4 2022 results, showcasing strong growth and successful fundraising halfway to their goal, with a focus on long-dated assets and substantial earnings growth.
Despite challenges like wealth flow slowdown and retail market turbulence, the company's strengths in software investments, real estate strategy, and credit quality position them well for future opportunities.
Opportunities lie in new product introductions, sustained growth expectations, and strategic expansions, indicating a positive outlook for Blue Owl's continued stability, profitability, and growth.
Maintaining performance momentum, capitalizing on strengths, addressing challenges, and leveraging opportunities will be key for Blue Owl to achieve its $1 billion DE target and drive success in 2023.

Blue Owl Capital excels in Q1 earnings amidst market challenges

Blue Owl Capital demonstrated strong financial performance with notable fee-related earnings and AUM growth.
Despite challenges like market volatility, the company's diversified business segments and solid fundraising efforts position it for future success.
Opportunities lie in expanding revenue streams through real estate and direct lending, supported by a positive market outlook.
Strategic management of challenges and proactive pursuit of opportunities can drive sustained growth and shareholder value.

Blue Owl Capital excels in Q2 earnings, eyes international growth

Blue Owl Capital delivered strong financial performance in Q2 2023, showcasing growth in AUM, distributable earnings, and fundraising capabilities.
The company's emphasis on higher fee rates, permanent capital model, and unified branding positions it well for future growth and market leadership.
While facing challenges in direct lending trends and international expansion, Blue Owl is focused on leveraging opportunities in fundraising, market penetration, and business expansion.
Navigating regulatory landscapes and strategic business expansions are key focus areas for Blue Owl to sustain its growth trajectory and capitalize on emerging market trends.

Blue Owl Capital reports robust Q3 earnings amidst growth strategies

Blue Owl Capital's Q3 performance reflects financial strength, growth in management fees, and strategic initiatives for expansion. While facing challenges of market volatility and potential European expansion risks, the company remains focused on dividend growth, product innovation, and fundraising efforts to drive future success.

Blue Owl Capital excels in Q4, targets $1 dividend goal

Blue Owl Capital's Q4 2023 earnings call highlighted robust financial performance, strategic partnerships, and a focus on delivering value to investors. The company aims to achieve a $1 per share dividend goal through targeted revenue growth, fundraising efforts, and product diversification.

Blue Owl Capital excels in Q1 earnings, eyes growth milestones

Blue Owl Capital delivered strong financial results in Q1 2024, with robust fee-related and distributable earnings, showcasing consistent growth. The company's strategic acquisitions and successful fundraising efforts highlight its commitment to expanding capabilities and driving shareholder value. Challenges lie in integration post-acquisitions and navigating market uncertainties, but opportunities for growth and achieving milestones are within reach.

Blue Owl Capital excels in Q2 2024, eyes growth opportunities

Blue Owl Capital demonstrated strong financial performance and operational resilience in Q2 2024, with robust fee-related earnings and fundraising progress.
Despite short-term margin pressures from acquisitions, the company remains confident in achieving long-term growth and shareholder value.
Strategic acquisitions, record deployment in credit, and active capital deployment in real estate underscore Blue Owl's commitment to growth and market leadership.

Blue Owl Capital excels in Q3, eyes growth amid challenges

Blue Owl Capital delivered strong financial performance in Q3 2024, with significant growth in management fees, fee-related earnings, and distributable earnings, supported by a unique business model and strategic initiatives.
The company's focus on organic growth, strategic M&A activities, and product innovation, along with record equity capital raised, underscores investor confidence and sets the stage for continued success.
While challenges like navigating a tepid M&A environment and clarifying guidance exist, Blue Owl's proactive approach, strong performance track record, and growth opportunities position them well for sustained growth and industry leadership.
With a commitment to leading key growth metrics and driving shareholder value, Blue Owl remains focused on capitalizing on opportunities, managing challenges effectively, and delivering sustainable performance for investors.

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Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. Blue Owl Capital was founded in 2009 and is headquartered in New York, NY.

Blue Owl Capital has experienced a 40% CAGR in management fees since its IPO, thanks to successful fundraisings in private markets. The macro-level conditions support the future growth of Blue Owl's asset base, particularly in the private credit space, thereby rendering the future dividend prospects attractive. Both the underlying portfolio and external leverage load for OWL are well-structured and position the Company in a great spot to extract benefits from secular tailwinds in a profitable fashion.

Blue Owl Capital: Dividend Growth Focused Stock

Blue Owl Capital is a large BDC with a well-diversified portfolio and a track record of preserving and growing its NAV per share. OBDC benefits from an elevated interest rate environment and has raised its regular dividend by 13% over the past 12 months. At present, it offers a high dividend yield, a discount to NAV, and continued opportunities to grow, making it an attractive investment.

Blue Owl Capital: New Year's Resolution To Buy More Income

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Private credit and BDCs are expected to benefit from recent dynamics in the capital markets and conventional banking sector. Blue Owl Capital Corporation is a top BDC with a stable dividend yield of 9.5% and a strong layer of non-cyclicality. In this article, I highlight three reasons why OBDC is set to deliver stable streams of dividend income and why the growth prospects seem very solid here.

Blue Owl Capital: A Prudent Way To Ride The BDC Exposure And Access 9.5% Yield

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a BBB rating to Blue Owl Technology Income Corporation's (“OTIC” or “the company”) $75 million floating rate senior unsecured notes due January 15, 2027. The notes bear interest at a rate of SOFR +4.45%. The rating Outlook is Stable. The company changed its name from Owl Rock Technology Income Corporation effective July 6, 2023. Key Credit Considerations The rating reflects the company's ties to the sizeable $79.5 billion Blue Owl direct lending platform,.

KBRA Assigns Rating to Blue Owl Technology Income Corp.'s $75 Million Floating Rate Senior Unsecured Notes

Blue Owl Capital is the second-largest BDC in the industry, with a market cap of $5.8B. The company focuses on middle-market loans and employs a successful first lien strategy. Blue Owl returns a ton of cash to shareholders and the regular distribution may grow going forward.

Blue Owl Capital: This 11% Yielding Cash Cow Deserves A NAV Premium

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NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a BBB rating to Blue Owl Technology Income Corporation's (“OTIC” or “the company”) $100 million floating rate senior unsecured notes due January 15, 2029. The notes bear interest at a rate of SOFR +4.75%. The rating Outlook is Stable. The company changed its name from Owl Rock Technology Income Corporation effective July 6, 2023. Key Credit Considerations The rating reflects the company's ties to the sizeable $79.5 billion Blue Owl direct lending platform.

KBRA Assigns Rating to Blue Owl Technology Income Corp.'s $100 Million Floating Rate Senior Unsecured Notes

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Ares Capital and Blue Owl Capital are two of the largest BDCs with dividend yields of nearly 10%. OBDC has a higher NII coverage ratio than ARCC, giving it more scope to pay special dividends. OBDC's portfolio has a smaller percentage of underperforming investments compared to ARCC, indicating a somewhat lower risk of rising non-accruals.

Ares Capital Vs. Blue Owl Capital: One Has The Edge

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Blue Owl Credit Income Corp.'s (“OCIC” or “the company”) $550 million 7.750% senior unsecured notes due January 15, 2029. The rating Outlook is Stable. The proceeds will be used for general corporate purposes, including the repayment of debt. Key Credit Considerations The rating reflects the company's ties to the sizeable $79.5 billion Blue Owl direct lending platform, the derived benefits from OCIC's SEC exemptive relief to co-invest w.

KBRA Assigns Rating to Blue Owl Credit Income Corp.'s $550 Million Senior Unsecured Notes due 2029

Blue Owl Capital Corporation and Blackstone Secured Lending Fund are both blue-chip investment grade Business Development Companies. Both offer high yields that are well-covered by income. We compare them side-by-side and offer our take on which is the better buy right now.

Better 10%+ Yield: Blue Owl Capital Corp Or Blackstone Secured Lending?

NEW YORK , Nov. 22, 2023 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced that Doug Ostrover, co-CEO, will present at the Goldman Sachs 2023 US Financial Services Conference on Wednesday, December 6, 2023 at 3:00 pm ET. A live webcast of the presentation will be broadcast live on the Investor Resources section of Blue Owl's website at www.blueowl.com.

Blue Owl Capital Inc. to Present at the Goldman Sachs 2023 US Financial Services Conference

Blue Owl Capital Corp. has delivered a +3.6% total NAV return in Q3, extending its strong performance. OBDC targets borrowers in the upper middle-market space, with top sectors including software, insurance, and healthcare. The company outperformed the median BDC in its coverage by 7% over the past year, with a +15% total NAV return.

Blue Owl Capital: Another Dividend Hike For This 11.7% Yielding BDC

NEW YORK--(BUSINESS WIRE)-- #KBRA--KBRA assigns a rating of BBB to Blue Owl Capital Corporation II's (“OBDC II” or “the company”) $350 million 8.45% senior unsecured notes due November 15, 2026. The rating Outlook is Positive. The proceeds will be used to redeem $350 million of the outstanding 2024 notes, using the make-whole call provision. Key Credit Considerations The rating and Positive Outlook are supported by the company's ties to the solid $79.5 billion Blue Owl direct lending platform, the deri.

KBRA Assigns Rating to Blue Owl Capital Corporation II's $350 Million Senior Unsecured Notes Due 2026

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AMERGIN ASSET MANAGEMENT ANNOUNCES ENTRY INTO $450 MILLION CREDIT FACILITY

Blue Owl Capital runs a unique fee centric model, which gives it a number of competitive advantages. During the most recent earnings call, management has admitted that they may not hit their target of $1 per share dividend by 2025. I present the implications and my (realistic) expectations for the stock.

Blue Owl: $1 Dividend By 2025 Likely A Stretch, But Upside Remains Significant

Blue Owl Capital Inc. (NYSE:OWL ) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Ann Dai - Head, Investor Relations Doug Ostrover - Co-Chief Executive Officer Marc Lipschultz - Co-Chief Executive Officer Alan Kirshenbaum - Chief Financial Officer Conference Call Participants Craig Siegenthaler - Bank of America Alex Blostein - Goldman Sachs Patrick Davitt - Autonomous Research Steven Chubak - Wolfe Research Brian McKenna - JMP Securities Brennan Hawken - UBS Alex Bernstein - JPMorgan Mike Brown - KBW Operator Ladies and gentlemen, thank you for standing by. My name is Bhavesh, and I will be your conference operator today.

Blue Owl Capital Inc. (OWL) Q3 2023 Earnings Call Transcript

NEW YORK , Nov. 2, 2023 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today reported its financial results for the third quarter ended September 30, 2023. "Blue Owl continued to demonstrate the stability and resilience of our business model through challenging and rapidly changing market conditions, generating sequential management fee growth in every quarter since we've been a public company," said Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl.

Blue Owl Capital Inc. Third Quarter 2023 Results

Acquisition of life sciences investment manager's funds will add ~$1 billion in assets under management and bolster Blue Owl's presence in the sector. NEW YORK , Oct. 30, 2023 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced an agreement to acquire funds managed by Cowen Healthcare Investments ("CHI"), a life sciences investment manager, from CIM.

Blue Owl Capital Announces Agreement to Acquire Funds Managed by Cowen Healthcare Investments from Cowen Investment Management (CIM)

I believe Blue Owl Capital has the potential to offer double-digit returns to investors based on its excellent dividend growth potential and strong financials. Fee-related earnings increased by 24% year-over-year and were fueled by double-digit growth in AUM and a consistent gross margin of over 60%.

Blue Owl Capital: Great Dividend Growth Potential Ahead

Blue Owl Capital is a relatively new BDC focused on providing direct lending solutions to U.S. middle-market companies. OBDC has a diversified portfolio with a focus on Internet Software & Services and Insurance companies. The company has a conservative balance sheet, well-laddered debt maturities, and a focus on first-lien investments.

When Market Uncertainty Gives You Lemons, Make Dividend Lemonade With Blue Owl Capital

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NEW YORK , Oct. 6, 2023 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for the third quarter ended September 30, 2023 on Wednesday, November 8, 2023 after market close. OBDC invites all interested persons to its webcast / conference call on Thursday, November 9, 2023 at 10:00 a.m.

Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Third Quarter Ended September 30, 2023 Financial Results

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