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

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

Brookfield Corp

Compass Diversified Holdings

In recent years, private equity profits have become so attractive that virtually anyone with significant assets is doing it: even former President Trump's son-in-law, Jared Kushner. Kushner's Miami-based Affinity Partners' most recent private equity investment was in Munich-based fitness technology company EGYM.

3 Low-Risk Ways for Retail Investors to Get In on Private Equity Profits

NEW YORK--(BUSINESS WIRE)-- #KBRA--KBRA assigns a rating of BBB to Blue Owl Technology Income Corporation's (“OTIC” or “the company”) $100 million 8.25% senior unsecured notes due July 6, 2026. 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 $71.6 billion Blue Owl direct lending platform, the derived benefits from OTIC's SEC exemptive relief to.

KBRA Assigns Rating to Blue Owl Technology Income Corporation's $100 Million Senior Unsecured Notes due 2026

NEW YORK , July 6, 2023 /PRNewswire/ -- Effective today, Owl Rock Capital Corporation is renamed to Blue Owl Capital Corporation (the "Company") and, beginning with today's trading session, its ticker symbol on the New York Stock Exchange will be "OBDC". CUSIPs for the equity and unsecured notes of the Company will not change and its outstanding unsecured notes will also trade under "OBDC".

Owl Rock Capital Corporation Renamed to Blue Owl Capital Corporation

NEW YORK , July 6, 2023 /PRNewswire/ -- As previously announced on June 22, 2023, the Owl Rock BDCs (as listed in the chart below) have been renamed effective today. The new names and websites for each entity can be found below.

Owl Rock BDCs Renamed

Big Lots

Big Lots Inc. stock BIG, +2.94% is up 4.1% in premarket trades Wednesday after the retailer said it inked a sale and leaseback agreement with affiliates of Blue Owl Capital for gross proceeds of $318 million. The company said May 24 it entered a letter of intent for the deal, which includes company's distribution center in Apple Valley, Calif, and 26 stores.

Big Lots stock up as it inks sale leaseback deal with Blue Owl Capital

Closing Expected Within 30 to 45 Days COLUMBUS, Ohio , July 5, 2023 /PRNewswire/ -- Big  Lots, Inc. (NYSE: BIG) today announced that it has entered into a sale and leaseback agreement with affiliates of Blue Owl Capital relating to the company's distribution center in Apple Valley, CA, and 26 owned store locations. The company previously disclosed that it had entered into a Letter of Intent on May 24, 2023, which, in addition to the distribution center and owned stores, contemplated a sale and leaseback of the company's corporate headquarters that has subsequently been excluded from the definitive agreement.

Big Lots Announces Execution of $318 Million Sale and Leaseback Agreement for Distribution Center and 26 Owned Store Locations

Blue Owl Capital recently declared a quarterly cash dividend with a 7.7% increase and a 5% forward yield, driven by its rapid growth in assets under management. The company's focus on permanent capital in AUM reduces volatility and allows for steady growth, with 79.15% of total AUM being permanent capital as of the end of the first quarter. Bears have flagged a conflict between co-founders as a reason for caution even as the outlook for AUM growth is set to brighten.

Blue Owl Capital: A Fast Growing 5% Dividend Yield And $114 Billion In Permanent Capital

NextEra Energy

Dividend growth stocks plus time can be the formula to generate a huge snowball of passive income. Such stock buying opportunities are today abundant. We highlight two of our favorite dividend growth opportunities today.

Snowball Your Passive Income With These 2 High-Growth Dividend Stocks

NEW YORK , June 22, 2023 /PRNewswire/ -- Owl Rock, a division of Blue Owl Capital Inc. (NYSE: OWL) today announced certain name and website changes to the Owl Rock BDCs (as listed in the chart below) that will become effective on July 6, 2023. The boards of directors of each of the Owl Rock BDCs has already approved these changes and no shareholder vote is required.

Owl Rock BDCs Announce Upcoming Name and Website Changes

Blue Owl Capital is a well-positioned traditional asset manager with $144 million in assets under management and a focus on lending, capital solutions, and real estate. The company has industry-leading margins, a solid balance sheet, and management expects significant growth in assets under management, earnings, and dividends over the next five years. Investing in OWL could yield a 7% dividend by 2025, earnings growth of 15-20% per year, and a potential upside of 20%+ from multiple expansion, making it a buy at $12 per share.

Blue Owl Capital: A Great Asset Management Play For A Tight Credit Market

NEW YORK , May 24, 2023 /PRNewswire/ -- Owl Rock, a division of Blue Owl Capital Inc. (NYSE: OWL), is hosting an Investor Day today beginning at 9:00 a.m. EDT to provide an in-depth review of the platform's investment strategy and the business development companies it manages, including Owl Rock Capital Corporation (NYSE: ORCC) and several private and non-traded BDCs.

Owl Rock Hosts Investor Day

Blue Owl is rapidly building a reputation for excellence in alternative investment management. A rapid growth in money under management, good performance, and increasing dividends, bodes well for the future.

May The Search For Outsized Returns Continue - Blue Owl Capital Is My Candidate

Blue Owl Capital Inc. (NYSE:OWL ) Q1 2023 Earnings Conference Call May 4, 2023 8:30 AM ET Company Participants Ann Dai - Head of IR Douglas Ostrover - CEO Marc Lipschultz - Co-President Michael Rees - Co-President Alan Kirshenbaum - CFO Conference Call Participants Craig Siegenthaler - Bank of America Patrick Davitt - Autonomous Research Alexander Bernstein - JPMorgan Operator Hello. Good morning and welcome to the Blue Owl Capital's First Quarter 2023 Earnings Call.

Blue Owl Capital Inc. (OWL) Q1 2023 Earnings Call Transcript

I started coverage on Blue Owl Capital recently with a BUY rating. OWL reported earnings recently and showed that they're able to fundraise and keep redemptions low even when other funds are struggling.

Blue Owl Capital: Able To Fundraise Even During Tough Times

Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.11 per share a year ago.

Blue Owl Capital Inc. (OWL) Lags Q1 Earnings and Revenue Estimates

NEW YORK , May 4, 2023 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE:OWL) ("Blue Owl") today reported its financial results for the first quarter ended March 31, 2023. "Blue Owl continued to generate steady and significant growth, with management fees and AUM increasing more than 40% on a year over year basis despite significant market volatility during the last few quarters.

Blue Owl Capital Inc. First Quarter 2023 Results

I've covered several alternative asset managers before and have been clear about my preference for the sector. Today, I cover Blue Owl Capital, which, given its size of $138 Billion in AUM, provides an ideal mix of safety and growth potential.

Blue Owl Capital: Promising Asset Manager, With Growth Potential And Undervalued

NEW YORK , April 13, 2023 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced it will release its financial results for the first quarter ended March 31, 2023, on Thursday, May 4, 2023, before market open. Blue Owl invites all interested persons to its webcast / conference call at 8:30 a.m.

Blue Owl Capital Inc. to Announce First Quarter 2023 Results

NEW YORK , April 11, 2023 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE:OWL) today announced the launch of its Strategic Equity Strategy with the hiring of Chris Crampton as a Managing Director.

Blue Owl Capital Launches Strategic Equity Strategy With Hiring of Chris Crampton

Owl Rock Capital Corp

NEW YORK , April 5, 2023 /PRNewswire/ -- Owl Rock Capital Corporation (NYSE: ORCC) ("ORCC") today announced it will release its financial results for the first quarter ended March 31, 2023 on Wednesday, May 10, 2023 after market close. ORCC invites all interested persons to its webcast / conference call on Thursday, May 11, 2023 at 10:30 a.m.

Owl Rock Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its First Quarter Ended March 31, 2023 Financial Results

Patria Investments

Alternative assets under management are projected to grow by double digits over the next five years. On the subject of alternatives, most investors think of the major players like Blackstone, Brookfield, and Apollo.

Passive Income: 2 Under-The-Radar Asset Managers To Buy Today

Citizens Financial Group

Merck

PepsiCo

Phillips 66

Pioneer Natural Resources

The rally to start 2023 has been a pleasant surprise for investors who were battered in 2022.

Dividend Lovers Bet Big on 6 Goldman Sachs Top Conviction List Picks for 2023

Blue Owl Capital Inc. (OTCPK:SBKJY) Q4 2022 Earnings Conference Call February 13, 2023 8:30 AM ET Company Participants Ann Dai - Head of Investor Relations Doug Ostrover - Chief Executive Officer Marc Lipschultz - Co-President Michael Rees - Co-President Alan Kirshenbaum - Chief Financial Officer Conference Call Participants Alex Blostein - Goldman Sachs Glenn Schorr - Evercore ISI Patrick Davitt - Autonomous Research Brian McKenna - JMP Securities Adam Beatty - UBS Ken Worthington - JPMorgan Brian Bedell - Deutsche Bank Mike Brown - KBW Chris Kotowski - Oppenheimer Operator Good morning. My name is Chris, and I will be your conference operator today.

Blue Owl Capital Inc. (OWL) Q4 2022 Earnings Call Transcript

Blue Owl Capital Inc. (OWL) delivered earnings and revenue surprises of 0% and 3.70%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Blue Owl Capital Inc. (OWL) Meets Q4 Earnings Estimates

Blue Owl Capital Inc. OWL, -2.44% stock rose 4.5% in premarket trades after the alternative investment firm beat its fourth-quarter revenue target. Blue Owl reported fourth-quarter net income of $1.59 million, or breakeven per share, from income of $82,000 or a loss of a penny a share, in the year-ago period.

News for Blue Owl Capital Stock (OWL)