Market Cap
$14.2B
OWL
BLUE OWL CAPITAL INC.
$9.10 ▲ +1.73%
Prev close $8.95Market cap$14.2B
ConsensusBuy
12-mo target$12.79 (+40.5%)
▲ Bullish
Analyst conviction 7/10
33 New Institutional Positions17 Institutional Exits Traditional Finance
Snapshot
The big-picture read on OWL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (65%)
Inst. Holders
50 funds
Inst. Value
$4.6B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $0.00 sell
Social Sentiment
27° Bearish
SEC Reports
2
Press Releases
1
Price chart 30d -21.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 other
Funds Managed by Blue Owl Capital Complete $91.7M Sale-Leaseback Transaction with Trustmark
Acquiring Portfolio of 34 Bank Branches from Investment Grade Counterparty NEW YORK, Sept. 17, 2026
Sep 14, 2026 Insider
Zahr Marc disposed of 4,550,777 shares
Co-President
Sep 14, 2026 Insider
Zahr Marc disposed of 4,550,777 shares
Co-President
Sep 14, 2026 Insider
Jul 30, 2026 SEC Zahr Marc sold 1 shares
Co-President
Blue Owl Capital reported Q2 2026 results with GAAP revenue of $753M (+7% YoY), GAAP net income attributable to Class A
8-K — Impact 5/10
Blue Owl Capital announced that funds it manages, alongside Moor Park Capital Partners, have completed the acquisition o
Impact 4/10
Jun 30, 2026 Inst.
Capital Research Global Investors — TRIM
43,196,688 shares ($378.0M)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — ADD
22,597,066 shares ($197.7M)
Analyst ratings buy % -18.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Aug 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 3, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 3, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 31, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 17, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 13, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 9, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 9, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 18, 2026 | TD Cowen | REITERATE | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 7 | 0 | 0 | 65% | |
| Aug 1, 2026 | 5 | 8 | 7 | 0 | 0 | 65% | |
| Jul 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| Jun 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| May 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| Apr 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Mar 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% |
Price targets
Where 17 covering analysts think OWL trades over the next 12 months.
$12.79 +40.5% upside Strong Buy
Current$9.11 Low$9.50 Median$12.00 High$20.00 17 analysts
$9.50$20.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
27°
Bearish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 3.5/10.Plus 1 press releases.
NEUTRAL8-K5/10
Blue Owl Capital reported Q2 2026 results with GAAP revenue of $753M (+7% YoY), GAAP net income attr
Jul 30, 2026
NEUTRALDEFA14A2/10
Blue Owl Capital Inc. filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeti
Apr 17, 2026
NEUTRAL4/10
Blue Owl Capital announced that funds it manages, alongside Moor Park Capital Partners, have complet
Jul 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
other
Funds Managed by Blue Owl Capital Complete $91.7M Sale-Leaseback Transaction with Trustmark
Acquiring Portfolio of 34 Bank Branches from Investment Grade Counterparty NEW YORK, Sept. 17, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL)
Sep 7, 2026
dark_pool
Dark Pool: OWL — 18.0M shares, 99,033 trades
Week starting 2026-09-07. Total ATS volume: 18,043,251 shares across 99,033 trades.
Sep 2, 2026
short_volume
Short Volume: OWL — 57.2% short (8.3M / 14.4M)
Short: 8,257,003 | Exempt: 23,748 | TRF Vol: 14,430,621 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Sep 1, 2026
short_volume
Short Volume: OWL — 58.7% short (6.4M / 10.9M)
Short: 6,385,137 | Exempt: 13,048 | TRF Vol: 10,884,557 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
earnings
Blue Owl to Present at Barclays 24th Annual Global Financial Services Conference
NEW YORK, Aug. 31, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced that Doug Ostrover, co-CEO, will present at Bar
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.23 | $0.22–$0.24 | 4.0% | +0.0% | 6↑ 3↓ | $0.7B | 15 |
| Next Q | $0.25 | $0.24–$0.26 | 3.1% | +0.0% | 5↑ 3↓ | $0.7B | 15 |
| Current FY | $0.89 | $0.87–$0.90 | 5.5% | -0.1% | 8↑ 2↓ | $2.8B | 16 |
| Next FY | $0.99 | $0.93–$1.06 | 11.2% | -0.2% | 8↑ 5↓ | $3.1B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.229 | — |
| 7d ago | $0.229 | — |
| 30d ago | $0.229 | — |
| 60d ago | $0.229 | — |
| 90d ago | $0.226 | +0.003 |
Institutional ownership
Which big funds own OWL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.6B total value (520,215,495 shares) as of 2026-Q2. Top holders: FMR, Capital, Capital. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 67,704,044 | $592.4M | 13.0% | — |
| Capital World Investors | 53,867,616 | $471.3M | 10.3% | — |
| Capital Research Global Investors | 43,196,688 | $378.0M | 8.3% | TRIM -25.6% |
| BlackRock, Inc. | 31,602,257 | $276.5M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 28,955,007 | $253.4M | 5.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,628,810 | $241.8M | 5.3% | — |
| Caption Management, LLC | 23,915,000 | $209.3M | 4.6% | — |
| BANK OF AMERICA CORP /DE/ | 22,597,066 | $197.7M | 4.3% | ADD +33.1% |
| Caption Management, LLC | 15,995,905 | $140.0M | 3.1% | — |
| MORGAN STANLEY | 14,434,733 | $126.3M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | TRIM | 58,075,965 | 43,196,688 | -25.6% | $378.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 16,982,626 | 22,597,066 | +33.1% | $197.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 3,962,748 | 7,579,561 | +91.3% | $66.3M |
| NORGES BANK | NEW | — | 6,603,960 | — | $57.8M |
| JPMORGAN CHASE & CO | TRIM | 7,173,403 | 4,430,702 | -38.2% | $38.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 6,065,200 | 4,323,300 | -28.7% | $37.8M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 6,251,430 | 3,328,972 | -46.7% | $29.1M |
| TUDOR INVESTMENT CORP ET AL | ADD | 2,008,707 | 2,722,261 | +35.5% | $23.8M |
| RAYMOND JAMES FINANCIAL INC | ADD | 1,667,836 | 2,662,902 | +59.7% | $23.3M |
| DANSKE BANK A/S | DOUBLED | 118,480 | 2,526,637 | +2032.5% | $22.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Zahr Marc | Co-President | J | 4,550,777 | — | — |
| Sep 14, 2026 | Zahr Marc | Co-President | J | 4,550,777 | — | — |
| Sep 14, 2026 | Zahr Marc | Co-President | SELL | 1 | — | — |
| Sep 11, 2026 | LIPSCHULTZ MARC S | Co-Chief Executive Officer | GIFT | 1,000,000 | — | — |
| Sep 11, 2026 | LIPSCHULTZ MARC S | Co-Chief Executive Officer | GIFT | 1,000,000 | — | — |
| Sep 11, 2026 | Kirshenbaum Alan | Chief Financial Officer | GIFT | 10,000 | — | — |
| Sep 11, 2026 | Kirshenbaum Alan | Chief Financial Officer | GIFT | 10,000 | — | — |
| Sep 11, 2026 | Dyal Capital SLP LP | 10%+ Owner | J | 350,000 | — | — |
| Sep 11, 2026 | Owl Rock Capital Feeder LLC | 10%+ Owner | J | 1,010,000 | — | — |
| Sep 11, 2026 | Dyal Capital SLP LP | 10%+ Owner | J | 350,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OWL.
Shares short
105,123,639
Settlement Sep 15, 2026
Change vs prior
+7.2%
Semi-monthly cycle
Days to cover
4.7
At avg daily volume
Of shares outstanding
≈6.7%
Estimate — not % of float
All OWL filing & press-release reports (3)
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 8, 2026
- DEFA14A reportApr 17, 2026